From c44d4dfcabb30e9a334e91a7ef4fc1f41ca09d26 Mon Sep 17 00:00:00 2001 From: Odoo Translation Bot Date: Sun, 30 Jun 2024 00:41:22 +0200 Subject: [PATCH] [I18N] Update translation terms from Transifex --- locale/ar/LC_MESSAGES/administration.po | 30 +- locale/ar/LC_MESSAGES/essentials.po | 857 ++- locale/ar/LC_MESSAGES/finance.po | 2892 ++++++++-- locale/ar/LC_MESSAGES/hr.po | 4265 +++++++------- locale/ar/LC_MESSAGES/inventory_and_mrp.po | 3076 +++++++--- locale/ar/LC_MESSAGES/marketing.po | 2833 +++++----- locale/ar/LC_MESSAGES/productivity.po | 522 +- locale/ar/LC_MESSAGES/sales.po | 1253 +++-- locale/ar/LC_MESSAGES/websites.po | 203 +- locale/de/LC_MESSAGES/administration.po | 29 +- locale/de/LC_MESSAGES/essentials.po | 924 ++- locale/de/LC_MESSAGES/finance.po | 2806 ++++++++-- locale/de/LC_MESSAGES/general.po | 643 ++- locale/de/LC_MESSAGES/hr.po | 4936 ++++++++++------- locale/de/LC_MESSAGES/inventory_and_mrp.po | 3803 ++++++++----- locale/de/LC_MESSAGES/marketing.po | 3132 ++++++----- locale/de/LC_MESSAGES/productivity.po | 593 +- locale/de/LC_MESSAGES/sales.po | 1269 +++-- locale/de/LC_MESSAGES/services.po | 86 +- locale/de/LC_MESSAGES/websites.po | 232 +- locale/es/LC_MESSAGES/administration.po | 35 +- locale/es/LC_MESSAGES/studio.po | 282 +- locale/es/LC_MESSAGES/websites.po | 271 +- locale/fr/LC_MESSAGES/administration.po | 30 +- locale/fr/LC_MESSAGES/essentials.po | 870 ++- locale/fr/LC_MESSAGES/finance.po | 2762 +++++++-- locale/fr/LC_MESSAGES/general.po | 212 +- locale/fr/LC_MESSAGES/hr.po | 4297 +++++++------- locale/fr/LC_MESSAGES/inventory_and_mrp.po | 3210 +++++++---- locale/fr/LC_MESSAGES/marketing.po | 3118 +++++------ locale/fr/LC_MESSAGES/sales.po | 1248 +++-- locale/fr/LC_MESSAGES/websites.po | 239 +- locale/he/LC_MESSAGES/essentials.po | 851 ++- locale/he/LC_MESSAGES/finance.po | 2675 +++++++-- locale/he/LC_MESSAGES/hr.po | 4263 +++++++------- locale/he/LC_MESSAGES/inventory_and_mrp.po | 2919 +++++++--- locale/he/LC_MESSAGES/sales.po | 1230 ++-- locale/id/LC_MESSAGES/administration.po | 30 +- locale/id/LC_MESSAGES/essentials.po | 858 ++- locale/id/LC_MESSAGES/finance.po | 3693 ++++++++++-- locale/id/LC_MESSAGES/hr.po | 4261 +++++++------- locale/id/LC_MESSAGES/inventory_and_mrp.po | 2917 +++++++--- locale/id/LC_MESSAGES/marketing.po | 2831 +++++----- locale/id/LC_MESSAGES/sales.po | 1236 +++-- locale/id/LC_MESSAGES/websites.po | 187 +- locale/it/LC_MESSAGES/administration.po | 28 +- locale/it/LC_MESSAGES/essentials.po | 1036 +++- locale/it/LC_MESSAGES/finance.po | 2679 +++++++-- locale/it/LC_MESSAGES/general.po | 169 +- locale/it/LC_MESSAGES/hr.po | 4271 +++++++------- locale/it/LC_MESSAGES/inventory_and_mrp.po | 2921 +++++++--- locale/it/LC_MESSAGES/marketing.po | 2831 +++++----- locale/it/LC_MESSAGES/sales.po | 1246 +++-- locale/it/LC_MESSAGES/websites.po | 185 +- locale/ja/LC_MESSAGES/essentials.po | 852 ++- locale/ja/LC_MESSAGES/finance.po | 3989 ++++++++++--- locale/ja/LC_MESSAGES/general.po | 169 +- locale/ja/LC_MESSAGES/hr.po | 4261 +++++++------- locale/ja/LC_MESSAGES/inventory_and_mrp.po | 2994 +++++++--- locale/ja/LC_MESSAGES/marketing.po | 2831 +++++----- locale/ja/LC_MESSAGES/productivity.po | 302 +- locale/ja/LC_MESSAGES/sales.po | 1248 +++-- locale/ja/LC_MESSAGES/websites.po | 186 +- locale/ko/LC_MESSAGES/administration.po | 74 +- locale/ko/LC_MESSAGES/essentials.po | 901 ++- locale/ko/LC_MESSAGES/finance.po | 3135 +++++++++-- locale/ko/LC_MESSAGES/general.po | 282 +- locale/ko/LC_MESSAGES/hr.po | 4817 ++++++++-------- locale/ko/LC_MESSAGES/inventory_and_mrp.po | 3405 ++++++++---- locale/ko/LC_MESSAGES/marketing.po | 3103 ++++++----- locale/ko/LC_MESSAGES/productivity.po | 400 +- locale/ko/LC_MESSAGES/sales.po | 1332 +++-- locale/ko/LC_MESSAGES/services.po | 86 +- locale/ko/LC_MESSAGES/studio.po | 91 +- locale/ko/LC_MESSAGES/websites.po | 216 +- locale/nl/LC_MESSAGES/administration.po | 35 +- locale/nl/LC_MESSAGES/essentials.po | 848 ++- locale/nl/LC_MESSAGES/finance.po | 2672 +++++++-- locale/nl/LC_MESSAGES/general.po | 211 +- locale/nl/LC_MESSAGES/hr.po | 4264 +++++++------- locale/nl/LC_MESSAGES/inventory_and_mrp.po | 2924 +++++++--- locale/nl/LC_MESSAGES/marketing.po | 3069 +++++----- locale/nl/LC_MESSAGES/productivity.po | 523 +- locale/nl/LC_MESSAGES/sales.po | 1226 ++-- locale/nl/LC_MESSAGES/websites.po | 190 +- locale/pl/LC_MESSAGES/essentials.po | 848 ++- locale/pl/LC_MESSAGES/finance.po | 2670 +++++++-- locale/pl/LC_MESSAGES/hr.po | 4261 +++++++------- locale/pl/LC_MESSAGES/inventory_and_mrp.po | 2917 +++++++--- locale/pl/LC_MESSAGES/sales.po | 1226 ++-- locale/pt_BR/LC_MESSAGES/finance.po | 2670 +++++++-- locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po | 4812 +++++++++------- locale/pt_BR/LC_MESSAGES/marketing.po | 3519 ++++++------ locale/ro/LC_MESSAGES/administration.po | 30 +- locale/ro/LC_MESSAGES/essentials.po | 913 ++- locale/ro/LC_MESSAGES/general.po | 169 +- locale/ro/LC_MESSAGES/hr.po | 4277 +++++++------- locale/ro/LC_MESSAGES/inventory_and_mrp.po | 2927 +++++++--- locale/ro/LC_MESSAGES/marketing.po | 2833 +++++----- locale/ro/LC_MESSAGES/productivity.po | 307 +- locale/ro/LC_MESSAGES/services.po | 86 +- locale/ro/LC_MESSAGES/websites.po | 185 +- locale/sl/LC_MESSAGES/essentials.po | 851 ++- locale/sl/LC_MESSAGES/finance.po | 2675 +++++++-- locale/sl/LC_MESSAGES/hr.po | 4261 +++++++------- locale/sl/LC_MESSAGES/inventory_and_mrp.po | 2923 +++++++--- locale/sl/LC_MESSAGES/sales.po | 1226 ++-- locale/sv/LC_MESSAGES/administration.po | 30 +- locale/sv/LC_MESSAGES/essentials.po | 865 ++- locale/sv/LC_MESSAGES/finance.po | 2771 +++++++-- locale/sv/LC_MESSAGES/general.po | 208 +- locale/sv/LC_MESSAGES/hr.po | 4441 ++++++++------- locale/sv/LC_MESSAGES/inventory_and_mrp.po | 3183 +++++++---- locale/sv/LC_MESSAGES/marketing.po | 3084 +++++----- locale/sv/LC_MESSAGES/productivity.po | 306 +- locale/sv/LC_MESSAGES/sales.po | 1285 +++-- locale/sv/LC_MESSAGES/websites.po | 228 +- locale/th/LC_MESSAGES/administration.po | 30 +- locale/th/LC_MESSAGES/essentials.po | 848 ++- locale/th/LC_MESSAGES/finance.po | 2770 +++++++-- locale/th/LC_MESSAGES/general.po | 180 +- locale/th/LC_MESSAGES/hr.po | 4300 +++++++------- locale/th/LC_MESSAGES/inventory_and_mrp.po | 2943 +++++++--- locale/th/LC_MESSAGES/marketing.po | 2835 +++++----- locale/th/LC_MESSAGES/productivity.po | 302 +- locale/th/LC_MESSAGES/sales.po | 1230 ++-- locale/th/LC_MESSAGES/websites.po | 188 +- locale/uk/LC_MESSAGES/administration.po | 458 +- locale/uk/LC_MESSAGES/essentials.po | 854 ++- locale/uk/LC_MESSAGES/finance.po | 2675 +++++++-- locale/uk/LC_MESSAGES/general.po | 169 +- locale/uk/LC_MESSAGES/hr.po | 4261 +++++++------- locale/uk/LC_MESSAGES/inventory_and_mrp.po | 2919 +++++++--- locale/uk/LC_MESSAGES/marketing.po | 2839 +++++----- locale/uk/LC_MESSAGES/productivity.po | 519 +- locale/uk/LC_MESSAGES/sales.po | 1226 ++-- locale/uk/LC_MESSAGES/services.po | 86 +- locale/uk/LC_MESSAGES/websites.po | 191 +- locale/vi/LC_MESSAGES/essentials.po | 853 ++- locale/vi/LC_MESSAGES/finance.po | 2671 +++++++-- locale/vi/LC_MESSAGES/hr.po | 4267 +++++++------- locale/vi/LC_MESSAGES/inventory_and_mrp.po | 2917 +++++++--- locale/vi/LC_MESSAGES/marketing.po | 2831 +++++----- locale/vi/LC_MESSAGES/sales.po | 1226 ++-- locale/zh_CN/LC_MESSAGES/administration.po | 30 +- locale/zh_CN/LC_MESSAGES/essentials.po | 882 ++- locale/zh_CN/LC_MESSAGES/general.po | 188 +- locale/zh_CN/LC_MESSAGES/marketing.po | 3062 +++++----- locale/zh_CN/LC_MESSAGES/productivity.po | 320 +- locale/zh_CN/LC_MESSAGES/sales.po | 1245 +++-- locale/zh_CN/LC_MESSAGES/services.po | 86 +- locale/zh_CN/LC_MESSAGES/websites.po | 209 +- locale/zh_TW/LC_MESSAGES/administration.po | 28 +- locale/zh_TW/LC_MESSAGES/essentials.po | 854 ++- locale/zh_TW/LC_MESSAGES/finance.po | 14 +- locale/zh_TW/LC_MESSAGES/general.po | 169 +- locale/zh_TW/LC_MESSAGES/hr.po | 4267 +++++++------- locale/zh_TW/LC_MESSAGES/marketing.po | 2841 +++++----- locale/zh_TW/LC_MESSAGES/productivity.po | 302 +- locale/zh_TW/LC_MESSAGES/sales.po | 1611 ++++-- locale/zh_TW/LC_MESSAGES/services.po | 92 +- locale/zh_TW/LC_MESSAGES/websites.po | 12 +- 162 files changed, 176609 insertions(+), 94089 deletions(-) diff --git a/locale/ar/LC_MESSAGES/administration.po b/locale/ar/LC_MESSAGES/administration.po index a07f53a62..ddde902d6 100644 --- a/locale/ar/LC_MESSAGES/administration.po +++ b/locale/ar/LC_MESSAGES/administration.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -572,8 +572,8 @@ msgid "Deactivated features" msgstr "الخصائص المعطلة " #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "فيما يلي قائمة غير شاملة بالمعايير المعطلة: " +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -603,7 +603,11 @@ msgstr "طرق التوصيل " msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "رموز :abbr:`IAP (عمليات الشراء داخل التطبيق)` " -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -4756,7 +4760,6 @@ msgstr "مدير " #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8437,14 +8440,7 @@ msgstr "أكتوبر 2026 (مخطط له) " msgid "Odoo saas~16.4" msgstr "أودو saas~16.4 " -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "أغسطس 2023 " - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -8462,6 +8458,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|أحمر| " +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "أغسطس 2023 " + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "June 2023" diff --git a/locale/ar/LC_MESSAGES/essentials.po b/locale/ar/LC_MESSAGES/essentials.po index 769155b31..cd7a5e9b7 100644 --- a/locale/ar/LC_MESSAGES/essentials.po +++ b/locale/ar/LC_MESSAGES/essentials.po @@ -4,17 +4,17 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Malaz Abuidris , 2024 # Wil Odoo, 2024 +# Malaz Abuidris , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -30,56 +30,55 @@ msgstr "أساسيات أودو " msgid "Activities" msgstr "الأنشطة" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "جدولة الأنشطة " -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "الدردشة " -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "استمارة نوع نشاط جديد. " -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "نافذة عرض كانبان " -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -138,99 +133,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "عرض كانبان لمخطط سير عمل إدارة علاقات العملاء وخيار جدولة النشاط. " -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "عرض القائمة" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "عرض القائمة لمخطط سير عمل إدارة علاقات العملاء وخيار جدولة النشاط. " -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "نافذة عرض النشاط " -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"تكون ألوان الأنشطة وعلاقتها بتاريخ استحقاق النشاط متسقة في نظام أودو بأكمله،" -" بغض النظر عن نوع النشاط أو طريقة العرض. " -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -238,11 +231,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "عرض النشاط لمخطط سير عمل إدارة علاقات العملاء وخيار جدولة النشاط. " -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -251,12 +244,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -264,86 +257,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -351,7 +336,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -361,23 +346,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "عرض العملاء المهتمين لإدارة علاقات العملاء (CRM) وخيار جدولة النشاط. " -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -386,14 +371,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -405,11 +390,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -417,18 +402,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -437,26 +422,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -467,11 +452,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -483,7 +468,7 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -491,82 +476,93 @@ msgstr "" "يؤدي القيام بذلك إلى ظهور صفحة :guilabel:`أنواع الأنشطة`، حيث توجد أنواع " "الأنشطة الموجودة. " +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"تحتوي التطبيقات الفردية على قائمة *أنواع الأنشطة* المخصصة لهذا التطبيق. " +"مثال: لعرض الأنشطة المتاحة لتطبيق *إدارة علاقات العملاء* وتحريرها، اذهب إلى " +":menuselection:`تطبيق إدارة علاقات العملاء --> التهيئة --> أنواع الأنشطة`. " + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -574,13 +570,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -588,13 +584,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -604,27 +600,27 @@ msgstr "" "و:guilabel:`الملخص الافتراضي` عند إنشاء نشاط ما. ومع ذلك، يمكن تغييرها قبل " "جدولة النشاط أو حفظه. " -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -632,13 +628,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -646,19 +642,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -666,7 +662,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -677,14 +673,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "جهات الاتصال" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "الاسم " + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "العنوان " + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "استيراد وتصدير البيانات " diff --git a/locale/ar/LC_MESSAGES/finance.po b/locale/ar/LC_MESSAGES/finance.po index 8eeb4b6e6..c4f3a8114 100644 --- a/locale/ar/LC_MESSAGES/finance.po +++ b/locale/ar/LC_MESSAGES/finance.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -84,7 +84,7 @@ msgstr "" "يضمن تسجيل كافة المعاملات بدقة واتساق، وأن الحسابات متوازنة دائماً. " #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr ":doc:`Accounting Cheat Sheet `" @@ -106,11 +106,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`Cash basis `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "الشركات المتعددة " -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -123,11 +124,11 @@ msgstr "" "مفيدة أيضاً لإنشاء تقارير التجميع. بوسع المستخدمين الوصول إلى العديد من " "الشركات ولكن يمكنهم فقط العمل على محاسبة شركة واحدة في نفس الوقت. " -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "بيئة متعددة العملات " -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -143,28 +144,28 @@ msgstr "" "التي تتم بعملة أخرى، يقوم أودو بتخزين القيمة بعملة الشركة وقيمة عملة " "المعاملات. يحقق أودو أرباح وخسائر العملات بعد تسوية عناصر دفتر اليومية. " -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr ":doc:`أدر بنكاً بعملة أجنبية ` " -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "المعايير الدولية " -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -177,15 +178,15 @@ msgstr "" "المتطلبات المحلية. الأوضاع المالية موجودة للتعامل مع المتطلبات الإقليمية، " "كشجرة الحسابات والضرائب أو أي متطلبات. " -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`باقات الأقلمة المالية ` " -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "حسابات المدينين والدائنين " -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -195,7 +196,7 @@ msgstr "" "بشكل افتراضي. بما أن المعاملات مرتبطة بـ **جهات الاتصال** الخاصة بك، يمكنك " "تشغيل تقرير لكل عميل أو بائع أو مورد. " -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -205,14 +206,14 @@ msgstr "" "عن طريق التنقل إلى :menuselection:`المحاسبة--> إعداد التقارير --> دفتر " "الاستاذ العام للشركاء`. " -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "إعداد التقارير " -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" @@ -220,120 +221,122 @@ msgstr "" "التقارير المالية التالية :doc:`reports ` متاحة ويتم " "تحديثها في الوقت الفعلي: " -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Financial reports" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "كشف الحساب" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "الميزانية العمومية" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "الأرباح والخسائر " -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "كشف التدفقات النقدية" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "التقرير الضريبي " -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "ES sales list" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "تدقيق" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "دفتر الأستاذ العام " -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "ميزان المراجعة " -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "تقرير دفتر اليومية " -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "تقرير نظام الإحصاءات البيئية الأوروبية " -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "سجل الشيكات " -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "الشريك" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "دفتر الأستاذ العام للشركاء" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "الحسابات المدينة المستحقة " -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "الحسابات الدائنة المستحقة " -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "الإدارة" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "تحليل الفواتير " -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "الأرباح/الخسائر غير المُدرَكة للعملة " -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "جدول الإهلاك " -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "النفقات غير المسموح بها " -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "تحليل الميزانية " -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "هوامش المنتج" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "تقرير 1099 " -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." @@ -341,7 +344,7 @@ msgstr "" ":doc:`قم بإنشاء وتخصيص التقارير ` باستخدام " "محرك التقارير لدى أودو. " -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." @@ -349,7 +352,7 @@ msgstr "" "يقوم أودو بحساب كافة المعاملات المحاسبية للفترة الضريبية المحددة ويستخدم هذه" " المجاميع لحساب الالتزام الضريبي. " -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -359,7 +362,7 @@ msgstr "" "إنشاء قيود يومية جديدة تتضمن ضريبة القيمة المضافة. يجب تسجيل أي تصحيح " "لفواتير العملاء أو فواتير الموردين في الفترة القادمة. " -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" @@ -368,12 +371,12 @@ msgstr "" "بناءً على أقلمة الدولة، يمكن إنشاء نسخة بصيغة XML من التقرير الضريبي ليتم " "رفعه على منصة ضريبة القيمة المضافة لهيئة الشرائب المعنية. " -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "المزامنة البنكية " -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -385,15 +388,15 @@ msgstr "" " الخاص بك دون الحاجة إلى تسجيل الدخول إلى النظام البنكي عبر الإنترنت أو " "انتظار كشوفات الحسابات البنكية الورقية. " -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`المزامنة البنكية ` " -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "تقييم المخزون " -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -403,17 +406,17 @@ msgstr "" "أودو. الطرق المتاحة هي السعر القياسي، ومتوسط السعر، و :abbr:`LIFO (الوارد " "آخراً يخرج أولاً)` و :abbr:`FIFO (الوارد أولاً يخرج أولاً).` " -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "الأرباح المحتجزة" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -425,11 +428,11 @@ msgstr "" "تجديد لنهاية العام. يتم إعداد التقارير عن رصيد الأرباح والخسائر تلقائياً في " "تقرير الميزانية العمومية. " -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "الجهات الائتمانية " -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -439,11 +442,11 @@ msgstr "" ":menuselection:`المحاسبة --> التهيئة --> الإعدادات --> وضع شركات المحاسبة`. " "عندما يكون مفعلاً: " -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "يصبح تسلسل المستند قابلاً للتحرير في كافة المستندات؛ " -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -451,7 +454,7 @@ msgstr "" "يظهر الحقل :guilabel:`الإجمالي (شامل الضريبة.)` لتسريع الترميز والتحكم به عن" " طريق إنشاء الحساب والضريبة الصحيحين؛ " -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -459,7 +462,7 @@ msgstr "" ":guilabel:`تاريخ فاتورة العميل` و :guilabel:`تاريخ فاتورة المورّد` تتم " "تعبئتهما بشكل مسبق عند ترميز المعاملة. " -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -697,10 +700,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2378,6 +2383,12 @@ msgid "" "`, and :ref:`reconciliation model buttons " "`." msgstr "" +"يمكن أن تتم مطابقة المعاملات تلقائياً باستخدام :doc:`نماذج " +"التسوية`، أو يمكن مطابقتها مع :ref:`القيود الموجودة " +"`, :ref:`المدفوعات المجمعة " +"`, :ref:`العمليات اليدوية " +"`، و :ref:`أزرار نموذج " +"التسوية`. " #: ../../content/applications/finance/accounting/bank/reconciliation.rst:67 msgid "Select a transaction among unmatched bank transactions." @@ -2392,6 +2403,11 @@ msgid "" "`, and :ref:`reconciliation model buttons " "`." msgstr "" +"قم بتحديد النظير. هناك عدة خيارات لتحديد النظير، بما في ذلك :ref:`مطابقة " +"القيود الموجودة `, :ref:`العمليات اليدوية " +"`, :ref:`المدفوعات المجمعة " +"`، و:ref:`أزرار نموذج التسوية " +"`. " #: ../../content/applications/finance/accounting/bank/reconciliation.rst:72 msgid "" @@ -2438,6 +2454,9 @@ msgid "" ":doc:`reconciliation models `, with suggested entries" " appearing first." msgstr "" +"تحتوي علامة التبويب هذه على قيود مطابقة يقوم أودو بتحديدها تلقائياً بشكل " +"مسبق وفقاً لنماذج التسوية. يعتمد ترتيب القيد على :doc:`نماذج " +"التسوية`، وتظهر القيود المقترحة أولاً. " #: ../../content/applications/finance/accounting/bank/reconciliation.rst:97 msgid "" @@ -2513,10 +2532,13 @@ msgid "" "quickly reconcile bank transactions manually and can also be used in " "combination with existing entries." msgstr "" +"استخدم زر :doc:`نموذج التسوية` للعمليات اليدوية التي " +"يتم استخدامها بشكل متكرر. تسمح لك هذه الأزرار المخصصة بتسوية المعاملات " +"البنكية يدوياً بسرعة ويمكن استخدامها أيضاً مع القيود الموجودة. " #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:3 msgid "Reconciliation models" -msgstr "" +msgstr "نماذج التسوية " #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:5 msgid "" @@ -2541,7 +2563,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:19 msgid "Reconciliation model types" -msgstr "" +msgstr "أنواع نموذج التسوية " #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:21 msgid "" @@ -2822,7 +2844,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:50 msgid ":doc:`/applications/essentials/export_import_data`" -msgstr "" +msgstr ":doc:`/applications/essentials/export_import_data`" #: ../../content/applications/finance/accounting/bank/transactions.rst:55 msgid "Register bank transactions manually" @@ -3204,6 +3226,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "الضرائب" @@ -4714,7 +4737,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -6778,10 +6801,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" -":ref:`طرق تقييم المخزون الأخرى " -"` " #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 msgid "" @@ -7434,11 +7455,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" -":ref:`محاسبة Anglo-Saxon مقابل Continental " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 msgid "" @@ -7861,6 +7880,7 @@ msgstr "قم بالإرجاع لاستعادة الـ 10 دولارات. " #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "شجرة الحسابات " @@ -7887,11 +7907,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "قم بتجميع الحسابات حسب النوع في تطبيق المحاسبة لدى أودو " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "تهيئة الحساب " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -7906,25 +7926,25 @@ msgstr "" "حسابات قياسية مهيأة بالفعل فيما يتوافق مع لوائح الدولة. يمكنك استخدامها " "مباشرة أو إعداده وفقاً لاحتياجات شركتك. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" "لا يمكن تعديل **الأقلمة المالية** للشركة بمجرد أن قد تم تحرير قيد اليومية. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "الكود والاسم " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." @@ -7932,12 +7952,12 @@ msgstr "" "يتم تعريف كل حساب من خلال :guilabel:`الكود` و :guilabel:`الاسم`، والذي يشير " "أيضاً إلى الغرض من الحساب. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "النوع" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -7945,23 +7965,23 @@ msgstr "" "تُعَد تهيئة **نوع الحساب** بشكل صحيح أمراً بالغاً في الأهمية لأنه يخدم " "أغراضاً متعددة: " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "معلومات حول الغرض من الحساب وسلوكياته " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "إعداد تقارير قانونية ومالية خاصة بكل دولة " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "قم بتعيين القواعد لإقفال سنة مالية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "إنشاء القيود الافتتاحية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" @@ -7969,42 +7989,42 @@ msgstr "" "لتهيئة نوع حساب ما، قم بفتح محدِّد القائمة المنسدلة لحقل :guilabel:`النوع` " "وحدد النوع المقابل من القائمة التالية: " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "التقرير" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "الفئة " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "أنواع الحسابات" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "الميزانية العمومية" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "أصول " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "المدين" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "البنك والنقد " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -8012,107 +8032,107 @@ msgstr "البنك والنقد " msgid "Current Assets" msgstr "الأصول المتداولة" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "الأصول غير المتداولة" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "المدفوعات المسددة مقدمًا " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "أصول ثابتة" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "الالتزامات " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "الدائن" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "البطاقة الائتمانية" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "الالتزامات الجارية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "الالتزامات غير الجارية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "رأس المال " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "أرباح السنة الجارية" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "الربح والخسارة." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "الدخل" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "دخل آخر" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "النفقة " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "إهلاك" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "تكاليف الإيرادات " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "غير ذلك" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "خارج الميزانية العمومية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "لديك ثلاثة خيارات لعلامة تبويب :guilabel:`الأتمتة`: " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`لا`: هي القيمة الافتراضية. لن يحدث شيء. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -8121,7 +8141,7 @@ msgstr "" ":guilabel:`إنشاء بحالة المسودة`: عندما يتم ترحيل معاملة على الحساب، يتم " "إنشاء مسودة قيد ولكن لا يتم تصديقها. عليك أولا ملء الاستمارة المناسب. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -8130,33 +8150,33 @@ msgstr "" ":guilabel:`إنشاء وتصديق`: عليك أيضاً تحديد :guilabel:`نموذج نفقات مؤجلة`. " "عندما يتم ترحيل معاملة في الحساب، يتم إنشاء قيد وتصديقه فوراً. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "الضرائب الافتراضية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "علامات التصنيف " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "مجموعات الحساب" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8166,11 +8186,11 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "إنشاء مجموعات الحساب يدوياً " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8178,7 +8198,7 @@ msgstr "" "يجب ألا يحتاج المستخدمون العاديون إلى إنشاء مجموعات حسابات يدوياً. القسم " "التالي مخصص فقط لحالات الاستخدام النادرة والمتقدمة. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8192,7 +8212,7 @@ msgstr "" msgid "Account groups creation." msgstr "إنشاء مجموعات الحساب. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8203,11 +8223,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "مجموعات الحسابات وميزان المراجعة في تطبيق المحاسبة لدى أودو " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "السماح بالتسوية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8215,7 +8235,7 @@ msgstr "" "يمكن استخدام بعض الحسابات، مثل الحسابات التي تم إنشاؤها لتسجيل المعاملات " "الخاصة بطريقة الدفع، لتسوية قيود اليومية. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8226,7 +8246,7 @@ msgstr "" "أنها :guilabel:`مدفوعة` إذا تمت تسويتها مع الدفع الخاص بها. لذلك، يجب تكوين " "الحساب المستخدم لتسجيل مدفوعات بطاقات الائتمان على أنه **يسمح بالتسوية**. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8239,11 +8259,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "السماح بتسوية الحسابات في تطبيق المحاسبة لدى أودو " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "مهمَل " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8254,23 +8274,23 @@ msgstr "" "للاستخدام عن طريق استخدام خاصية **مهمل**: قم بتحديد مربع الاختيار " ":guilabel:`مهمل` في إعدادات الحساب، ثم اضغط على :guilabel:`حفظ`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8278,7 +8298,7 @@ msgstr "" "`دروس أودو التعليمية: شجرة الحسابات " "`_ " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8678,7 +8698,7 @@ msgid "Total to pay" msgstr "إجمالي المستحق دفعه " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "التسوية البنكية" @@ -9286,11 +9306,11 @@ msgstr "" "`دروس أودو التعليمية: تهيئة البنك `_ " -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "تسجيل الدفع من فاتورة عميل أو فاتورة مورّد " -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -9309,7 +9329,7 @@ msgstr "" "تسوية الحساب المستحق مع بند كشف حساب بنكي، تتغير فاتورة العميل أو فاتورة " "المورّد إلى الحالة :guilabel:`تم الدفع`. " -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -9323,7 +9343,7 @@ msgstr "" msgid "See detailed information of a payment." msgstr "ألقِ نظرة على المعلومات التفصيلية حول الدفع. " -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." @@ -9331,7 +9351,7 @@ msgstr "" "يجب أن تكون فاتورة العميل أو فاتورة المورِد في الحالة :guilabel:`تم الترحيل`" " حتى تتمكن من تسجيل الدفع. " -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." @@ -9339,7 +9359,7 @@ msgstr "" "إذا قمت بإلغاء تسوية إحدى الدفعات، فستظل تظهر في دفاترك ولكنها لم تعد مرتبطة" " بالفاتورة. " -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -9348,7 +9368,7 @@ msgstr "" "إذا قمت (بإلغاء) تسوية دفعة بعملة مختلفة، فسيتم إنشاء قيد دفتر يومية " "تلقائياً لترحيل مبلغ مكاسب/خسائر (عكس) صرف العملة. " -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -9357,7 +9377,7 @@ msgstr "" "إذا قمت (بإلغاء) تسوية دفعة وفاتورة تحتوي على ضرائب على أساس نقدي، فسيتم " "إنشاء قيد دفتر يومية تلقائياً لترحيل مبلغ (إلغاء) ضريبة الأساس النقدي. " -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -9368,11 +9388,11 @@ msgstr "" "`، وتم تسجيل الدفع في أودو (وليس من خلال كشف حساب" " مصرفي ذي صلة)، فسيتم تسجيل الفواتير مباشرة باسم :guilabel: \"تم الدفع\". " -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "تسجيل المدفوعات غير المرتبطة من بفاتورة عميل أو فاتورة مورّد " -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -9385,11 +9405,11 @@ msgstr "" "ذلك، تتم مطابقة الحساب المدين أو الحساب المستحق الدفع مع **الحساب المستحق** " "حتى تتم مطابقته يدوياً مع فاتورة العميل أو فاتورة المورّد ذات الصلة. " -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "مطابقة فواتير العملاء وفواتير المورّدين بالمدفوعات " -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -9405,7 +9425,7 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "يُظهر خيار الإضافة لتسوية فاتورة عميل أو فاتورة مورّد مع دفعة. " -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." @@ -9413,11 +9433,11 @@ msgstr "" "يتم الآن تحديد فاتورة العميل أو فاتورة المورّد بعلامة:guilabel:`بانتظار " "التسوية` حتى تتم تسويتها مع كشف الحساب البنكي المقابل لها. " -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "المدفوعات المجمعة " -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -9436,19 +9456,19 @@ msgstr "" "نافذة عرض قائمة الدفعات، يمكنك تحديد عدة دفعات وتجميعها في دفعة واحدة عن " "طريق الضغط على :menuselection:`إجراء --> إنشاء دفعة مجمعة`. " -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "مطابقة المدفوعات" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -9469,7 +9489,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "قائمة مطابقة المدفوعات في القائمة المنسدلة. " -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -9479,11 +9499,11 @@ msgstr "" "والدائنة غير متطابقين، هذا يعني أنه هناك رصيد متبقي. سيكون إما بحاجة إلى " "التسوية في وقت لاحق أو قد يتوجب شطبه مباشرة. " -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "مطابقة المدفوعات المجمعة " -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -9498,11 +9518,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "تسجيل دفعة مجمعة " -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -9526,11 +9546,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "دفع قيمة فاتورة العميل أو فاتورة المورّد جزئياً. " -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "تسوية المدفوعات مع كشوفات الحساب البنكية " -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -10934,6 +10954,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "الولايات المتحدة" @@ -11426,52 +11447,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "الربح والخسارة " -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "الملخص التنفيذي" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**الأداء:** " -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**إجمالي هامش الربح:** " -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**صافي هامش الربح:** " -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -11479,56 +11500,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**الوضع:** " -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**نسبة الأصول المتداولة إلى الالتزامات الجارية:** " -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -11536,11 +11557,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "دفتر الأستاذ العام" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -11549,44 +11570,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "حسابات دائنة مستحقة متأخرة " -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "المتأخر المدين" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "كشف التدفقات النقدية" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "التقرير الضريبي " -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -15185,6 +15206,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -20862,6 +20883,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "Modules installation" @@ -23226,6 +23248,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -23377,6 +23400,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -24097,6 +24121,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "كشوف المرتبات " @@ -25929,6 +25954,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "Cash discount" @@ -25951,6 +25977,7 @@ msgstr "" "set the tax reduction as :guilabel:`Always (upon invoice)`." #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" @@ -27282,6 +27309,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Credit notes" @@ -34125,7 +34153,7 @@ msgid "2-digits comparison" msgstr "2-digits comparison" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "القالب " @@ -37552,7 +37580,21 @@ msgstr "" "The user can verify the :ref:`GSTR-1 ` report before " "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -37566,7 +37608,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "GSTR-1 in the Sending Status" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -37582,7 +37624,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "GSTR-1 in the Waiting for Status" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -37594,7 +37636,7 @@ msgstr "" ":guilabel:`Error in Invoice` indicates that some of the invoices are not " "correctly filled out to be validated by the **GST portal**;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -37606,7 +37648,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "GSTR-1 Sent" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -37626,7 +37668,7 @@ msgstr "GSTR-1 Error in Invoice" msgid "GSTR-1 Error in Invoice Log" msgstr "GSTR-1 Error in Invoice Log" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -37640,11 +37682,11 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "GSTR-1 in the Filed Status" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "Receive GSTR-2B" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" @@ -37652,7 +37694,7 @@ msgstr "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -37669,7 +37711,7 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "GSTR-2B in Waiting for Reception" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " @@ -37679,7 +37721,7 @@ msgstr "" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" @@ -37687,7 +37729,7 @@ msgstr "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "If the status is :guilabel:`Matched`:" @@ -37695,7 +37737,7 @@ msgstr "If the status is :guilabel:`Matched`:" msgid "GSTR-2B Matched" msgstr "GSTR-2B Matched" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -37713,12 +37755,12 @@ msgstr "GSTR-2B Partially Matched" msgid "GSTR-2B Reconciled Bills" msgstr "GSTR-2B Reconciled Bills" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "GSTR-3 report" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " @@ -37728,7 +37770,7 @@ msgstr "" "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" @@ -37738,7 +37780,7 @@ msgstr "" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -37752,7 +37794,7 @@ msgstr "" msgid "GSTR-3" msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -37766,7 +37808,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "GSTR-3 Post Entry" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -37776,15 +37818,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "GSTR-3 Filed" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "Tax reports" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "GSTR-1 report" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -37800,23 +37842,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "GSTR-1 Report" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "The :guilabel:`GSTR-3` report contains different sections:" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "Details of inward and outward supply subject to a **reverse charge**;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "Eligible :abbr:`ITC (Income Tax Credit)`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "Details of inter-state supplies made to **unregistered** persons." @@ -39301,263 +39343,650 @@ msgstr "كينيا" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" -msgstr ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "`l10n_ke`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr ":guilabel:`Kenyan - Accounting Reports`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" -msgstr "`l10n_ke_reports`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 -msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 +msgid "" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr ":guilabel:`Kenya Tremol Device EDI Integration`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" -msgstr "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" -msgstr "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" -msgstr "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" -msgstr "Installing the proxy server on a Windows device" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" -msgstr "Install the Proxy Server on a Windows device" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 -msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +msgid "List of fetched OSCU codes." msgstr "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 -msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" msgstr "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "Your IoT box is up and running" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" -msgstr "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "الفوترة" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 msgid "Luxembourg" @@ -39814,6 +40243,7 @@ msgstr "" "application is installed." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "المتطلبات" @@ -43727,6 +44157,7 @@ msgstr "" "Digiflow, or |SUNAT|." #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "Required information" @@ -47051,6 +47482,1423 @@ msgstr "" "During this process, the :guilabel:`Connect to HMRC` button no longer " "appears for other UK-based companies." +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "عقود الموظفين" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "إنشاء دفعة مجمعة " + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "يجب أن يكون لكافة عمليات السداد في هذه الدفعة طريقة السداد ذاتها. " + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "فيتنام" @@ -48485,11 +50333,11 @@ msgstr "" "After **30 days**, the transaction is **voided automatically** by " "Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "ACH payments (USA only)" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." @@ -48497,7 +50345,7 @@ msgstr "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -48509,7 +50357,7 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." @@ -48517,15 +50365,15 @@ msgstr "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "Import an Authorize.Net statement" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "Export from Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "To export a statement:" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "Log in to Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." @@ -48551,16 +50399,16 @@ msgstr "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." -#: ../../content/applications/finance/payment_providers/authorize.rst:88 -msgid "" -"Define an export range using an *opening* and *closing* batch settlement. " -"All transactions within the two batch settlements will be exported to Odoo." -msgstr "" -"Define an export range using an *opening* and *closing* batch settlement. " -"All transactions within the two batch settlements will be exported to Odoo." - #: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" +"Define an export range using an *opening* and *closing* batch settlement. " +"All transactions within the two batch settlements will be exported to Odoo." +msgstr "" +"Define an export range using an *opening* and *closing* batch settlement. " +"All transactions within the two batch settlements will be exported to Odoo." + +#: ../../content/applications/finance/payment_providers/authorize.rst:92 +msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " "template `." @@ -48577,7 +50425,7 @@ msgstr "Selecting Authorize.Net transactions to import" msgid "Settlement batch of an Authorize.Net statement" msgstr "Settlement batch of an Authorize.Net statement" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." @@ -48585,15 +50433,15 @@ msgstr "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "Once the data is in the :guilabel:`Report 1 Download` sheet:" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" @@ -48603,32 +50451,32 @@ msgstr "" "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "When the list has been generated, click :guilabel:`Download to File`." -#: ../../content/applications/finance/payment_providers/authorize.rst:112 -msgid "" -"In the pop-up window, select :guilabel:`Expanded Fields with CAVV " -"Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " -"click :guilabel:`Submit`." -msgstr "" -"In the pop-up window, select :guilabel:`Expanded Fields with CAVV " -"Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " -"click :guilabel:`Submit`." - #: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" -"Open the text file, select :guilabel:`All`, copy the data, and paste it into" -" the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " -"`." +"In the pop-up window, select :guilabel:`Expanded Fields with CAVV " +"Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " +"click :guilabel:`Submit`." msgstr "" -"Open the text file, select :guilabel:`All`, copy the data, and paste it into" -" the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " -"`." +"In the pop-up window, select :guilabel:`Expanded Fields with CAVV " +"Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " +"click :guilabel:`Submit`." #: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" +"Open the text file, select :guilabel:`All`, copy the data, and paste it into" +" the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " +"`." +msgstr "" +"Open the text file, select :guilabel:`All`, copy the data, and paste it into" +" the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " +"`." + +#: ../../content/applications/finance/payment_providers/authorize.rst:118 +msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" " of the :ref:`Excel import template `. Make sure " @@ -48643,7 +50491,7 @@ msgstr "" "filled-in lines of the :guilabel:`transit for report 1` or :guilabel:`2` " "sheets and paste it into the empty lines." -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." @@ -48651,30 +50499,30 @@ msgstr "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "Import into Odoo" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "To import the data into Odoo:" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "Open the :ref:`Excel import template `." -#: ../../content/applications/finance/payment_providers/authorize.rst:131 -msgid "" -"Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" -" special* to only paste the values in the :guilabel:`Odoo Import to CSV` " -"sheet." -msgstr "" -"Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" -" special* to only paste the values in the :guilabel:`Odoo Import to CSV` " -"sheet." - #: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" +"Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" +" special* to only paste the values in the :guilabel:`Odoo Import to CSV` " +"sheet." +msgstr "" +"Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" +" special* to only paste the values in the :guilabel:`Odoo Import to CSV` " +"sheet." + +#: ../../content/applications/finance/payment_providers/authorize.rst:135 +msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" " as such, go to :menuselection:`Authorize.Net --> Account --> Statements -->" @@ -48685,22 +50533,22 @@ msgstr "" " as such, go to :menuselection:`Authorize.Net --> Account --> Statements -->" " eCheck.Net Settlement Statement`." -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." -#: ../../content/applications/finance/payment_providers/authorize.rst:137 -msgid "" -"Copy the invoice description, paste it into the :guilabel:`Label` cell of " -"the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " -"description." -msgstr "" -"Copy the invoice description, paste it into the :guilabel:`Label` cell of " -"the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " -"description." - #: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" +"Copy the invoice description, paste it into the :guilabel:`Label` cell of " +"the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " +"description." +msgstr "" +"Copy the invoice description, paste it into the :guilabel:`Label` cell of " +"the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " +"description." + +#: ../../content/applications/finance/payment_providers/authorize.rst:141 +msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." @@ -48709,7 +50557,7 @@ msgstr "" "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -48721,46 +50569,46 @@ msgstr "" msgid "Chargeback description" msgstr "Chargeback description" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 -msgid "" -"Next, delete *zero transaction* and *void transaction* line items, and " -"change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " -"Import to CSV` sheet to *Number*." -msgstr "" -"Next, delete *zero transaction* and *void transaction* line items, and " -"change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " -"Import to CSV` sheet to *Number*." - #: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" -"Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " -"Transaction` and search again for the previously used batch settlements " -"dates." +"Next, delete *zero transaction* and *void transaction* line items, and " +"change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " +"Import to CSV` sheet to *Number*." msgstr "" -"Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " -"Transaction` and search again for the previously used batch settlements " -"dates." +"Next, delete *zero transaction* and *void transaction* line items, and " +"change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " +"Import to CSV` sheet to *Number*." #: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" -"Verify that the batch settlement dates on eCheck.Net match the related " -"payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " -"Import to CSV`." +"Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " +"Transaction` and search again for the previously used batch settlements " +"dates." msgstr "" -"Verify that the batch settlement dates on eCheck.Net match the related " -"payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " -"Import to CSV`." +"Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " +"Transaction` and search again for the previously used batch settlements " +"dates." #: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" -"If it does not match, replace the date with the one from eCheck.Net. Sort " -"the column by *date*, and make sure the format is `MM/DD/YYYY`." +"Verify that the batch settlement dates on eCheck.Net match the related " +"payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " +"Import to CSV`." msgstr "" -"If it does not match, replace the date with the one from eCheck.Net. Sort " -"the column by *date*, and make sure the format is `MM/DD/YYYY`." +"Verify that the batch settlement dates on eCheck.Net match the related " +"payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " +"Import to CSV`." #: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" +"If it does not match, replace the date with the one from eCheck.Net. Sort " +"the column by *date*, and make sure the format is `MM/DD/YYYY`." +msgstr "" +"If it does not match, replace the date with the one from eCheck.Net. Sort " +"the column by *date*, and make sure the format is `MM/DD/YYYY`." + +#: ../../content/applications/finance/payment_providers/authorize.rst:162 +msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." @@ -48769,7 +50617,7 @@ msgstr "" "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -48781,7 +50629,7 @@ msgstr "" "--> Import records --> Load file`. Select the CSV file and upload it into " "Odoo." -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/ar/LC_MESSAGES/hr.po b/locale/ar/LC_MESSAGES/hr.po index c4ca31ca2..69242897d 100644 --- a/locale/ar/LC_MESSAGES/hr.po +++ b/locale/ar/LC_MESSAGES/hr.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -653,7 +653,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -714,7 +714,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -867,142 +867,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "إعداد التقارير " - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "الأهداف" @@ -1170,6 +1041,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "إعداد التقارير " + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "الحضور" @@ -1614,7 +1738,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "نظرة عامة" @@ -5467,9 +5591,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6859,134 +6983,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "المنتجات" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "فئات المنتجات " - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "التنبيهات" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6994,21 +7001,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7017,7 +7024,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7025,32 +7032,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7065,15 +7072,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7815,6 +7826,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "المنتجات" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "فئات المنتجات " + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8320,7 +8456,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8511,7 +8646,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9584,7 +9719,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9893,9 +10028,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9909,19 +10044,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9930,37 +10057,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9968,20 +10096,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9990,34 +10119,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -10025,19 +10154,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10045,70 +10174,110 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 -msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:115 +msgid "" +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." +msgstr "" +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." + #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10117,7 +10286,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10126,48 +10295,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10178,46 +10367,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10227,11 +10416,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10241,322 +10430,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "العروض " - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -12022,47 +12230,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12070,27 +12278,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12100,11 +12308,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "التعارضات " -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12112,7 +12320,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12120,7 +12328,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12132,13 +12340,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12147,7 +12355,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12158,42 +12366,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12201,11 +12409,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12213,7 +12421,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12224,19 +12432,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12244,18 +12452,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12265,34 +12473,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12302,14 +12510,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12317,18 +12525,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12336,7 +12544,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12344,32 +12552,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12379,17 +12587,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12397,7 +12605,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12407,17 +12615,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12425,7 +12633,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12433,7 +12641,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12441,7 +12649,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12452,14 +12660,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12472,18 +12680,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12491,7 +12699,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12505,30 +12713,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12537,7 +12745,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12548,7 +12756,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13219,7 +13427,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "جديد" @@ -13348,7 +13555,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13387,508 +13594,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "رفض" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "قالب البريد الإلكتروني" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "سبب الرفض " - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "إضافة سريعة" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13896,7 +13606,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13904,11 +13614,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13924,7 +13634,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13933,20 +13643,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13955,7 +13665,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13965,14 +13675,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13980,7 +13690,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13990,7 +13700,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13998,7 +13708,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -14007,7 +13717,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -14020,7 +13730,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -14029,17 +13739,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14047,20 +13757,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14068,28 +13778,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14100,18 +13810,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14119,7 +13829,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14127,13 +13837,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14144,14 +13854,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14165,7 +13875,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14176,11 +13886,11 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr ":guilabel:`الموقع`: أدخل موقع الاجتماع. " -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." @@ -14188,7 +13898,7 @@ msgstr "" ":guilabel:`علامات التصنيف`: قم بتحديد أي علامات تصنيف للاجتماع باستخدام " "القائمة المنسدلة. لا يوجد حد معين لعدد علامات التصنيف التي يمكنك استخدامها. " -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14197,7 +13907,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14210,13 +13920,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14230,11 +13940,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "تم إنشاء بطاققة اجتماع جديدة بها كافة التفاصيل، جاهزة للحفظ. " -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "إرسال الاجتماع للحاضرين " -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14242,7 +13952,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14262,14 +13972,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "قم بإدخال المعلومات لإرسال الفعالية عن طريق البريد الإلكتروني. " -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14277,7 +13987,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14285,7 +13995,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14298,7 +14008,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "إرسال رسالة نصية إلى الحاضرين في الاجتماع. " -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14309,11 +14019,11 @@ msgstr "" "تحتاج إلى شراء رصيد. للمزيد من المعلومات حول أرصدة وخطط عمليات الشراء داخل " "التطبيق، راجع وثائق :doc:`../essentials/in_app_purchase`. " -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "مقابلة العمل الثانية " -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14327,7 +14037,7 @@ msgstr "" " على زر مرحلة :guilabel:`المقابلة الثانية` في الجزء العلوي من بطاقة مقدم " "الطلب الفردي. " -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14336,11 +14046,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "مقترح العقد " -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14349,7 +14059,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14358,7 +14068,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14367,11 +14077,11 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "الحقول الموحدة " -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." @@ -14379,7 +14089,7 @@ msgstr "" "تظهر الحقول التالية لكافة العروض المرسلة إلى المتقدمين للوظيفة بغض النظر عن " "إعدادات الأقلمة. " -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14389,7 +14099,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14397,19 +14107,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14423,28 +14133,28 @@ msgstr "" "على جانبي الشهر للانتقال إلى الشهر المطلوب، ثم اضغط على :guilabel:`اليوم` " "لتحديد التاريخ. " -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr ":guilabel:`التكلفة السنوية`: الراتب السنوي المعروض. " -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "إرسال عرض عمل " -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14454,7 +14164,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14462,11 +14172,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14480,42 +14190,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "إرسال بريد إلكتروني لمقدم الطلب يتضمن رابط الراتب المعروض. " -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "تم توقيع العقد " -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14532,13 +14242,13 @@ msgstr "" "الطلب للكشف عن زر مرحلة :guilabel:`تم توقيع العقد` الموجود أعلى بطاقة مقدم " "الطلب الفردي، ثم اضغط على :guilabel:`تم توقيع العقد`. " -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14549,11 +14259,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "عارضة \"تم التوظيف\" في الزاوية العلوية إلى اليمين من بطاقة مقدم الطلب. " -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "إنشاء موظف" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14562,13 +14272,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "إضافة سريعة" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14853,6 +14890,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "قالب البريد الإلكتروني" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "سبب الرفض " + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "الإحالات " @@ -14871,8 +15195,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15138,7 +15462,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15284,139 +15608,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "المكافآت" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "المستويات " -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15427,11 +15636,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15442,14 +15651,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15460,7 +15669,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15469,7 +15678,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15482,18 +15691,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15502,7 +15711,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15510,7 +15719,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15522,112 +15731,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15635,7 +15746,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15645,7 +15756,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15654,7 +15765,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15665,16 +15776,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "المكافآت" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "مشاركة المناصب الوظيفية " @@ -16465,10 +16865,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -17039,232 +17435,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "الإدارة" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17272,7 +17442,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17280,7 +17450,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17288,44 +17458,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17333,7 +17503,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17345,186 +17515,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "لوحة البيانات " - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17532,7 +17523,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17540,31 +17531,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17575,7 +17566,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17587,7 +17578,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17595,18 +17586,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "حسب النوع" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17618,13 +17609,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17632,7 +17623,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17640,7 +17631,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17648,10 +17639,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "الإدارة" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "لوحة البيانات " + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/ar/LC_MESSAGES/inventory_and_mrp.po b/locale/ar/LC_MESSAGES/inventory_and_mrp.po index f43337404..17594331c 100644 --- a/locale/ar/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ar/LC_MESSAGES/inventory_and_mrp.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -1700,9 +1700,8 @@ msgstr ":guilabel:`المجموعة` في النافذة المنبثقة الت #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1713,6 +1712,7 @@ msgstr ":guilabel:`المجموعة` في النافذة المنبثقة الت #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1728,7 +1728,7 @@ msgstr ":guilabel:`المجموعة` في النافذة المنبثقة الت #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1738,11 +1738,14 @@ msgstr ":guilabel:`المجموعة` في النافذة المنبثقة الت #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "التهيئة " @@ -4101,19 +4104,15 @@ msgstr "" msgid "Reordering rules" msgstr "قواعد إعادة الطلب " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"تُستخدم قواعد إعادة الطلب للحفاظ على مستويات المخزون المتوقعة أعلى من حد " -"معين دون تجاوز الحد الأعلى المحدد. يتم تحقيق ذلك عن طريق تحديد الحد الأدنى " -"للكمية التي يجب ألا يقل المخزون عنها والحد الأقصى للكمية التي يجب ألا " -"يتجاوزها المخزون. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4128,7 +4127,7 @@ msgstr "" "أمر التصنيع (MO) بدلاً من ذلك. وهذه هي الحالة بغض النظر عن مسار التزويد " "المحدد. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" @@ -4136,7 +4135,7 @@ msgstr "" "`برامج Odoo التعليمية: قواعد إعادة الترتيب التلقائية " "`_ " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" @@ -4144,11 +4143,11 @@ msgstr "" "`برامج Odoo التعليمية: قواعد إعادة الترتيب اليدوية " "`_ " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "قم بتهيئة المنتجات لقواعد إعادة الطلب " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -4159,7 +4158,7 @@ msgstr "" "ابدأ بالانتقال إلى :menuselection:`Inventory app --> Products --> Products`،" " ثم حدد منتجًا موجودًا، أو أنشئ منتجًا جديدًا بالنقر على :guilabel:`New`. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -4171,7 +4170,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "قم بتعيين نوع المنتج على أنه قابل للتخزين. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4185,7 +4184,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "قم بتحديد مسار أو أكثر في علامة تبويب المخزون. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4204,7 +4203,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "قم بتحديد المورّد والسعر في علامة تبويب المشتريات. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4215,7 +4214,7 @@ msgstr "" "هناك قائمة مواد (BoM) واحدة على الأقل مرتبطة به. هذا ضروري لأن أودو بقوم " "بإنشاء أوامر التصنيع فقط للمنتجات التي لها :abbr:`BoM (قائمة مواد)`. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4230,11 +4229,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "الزر الذكي لقائمة المواد في استمارة المنتج. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "إنشاء قواعد إعادة طلب جديدة " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " @@ -4244,15 +4243,15 @@ msgstr "" "التهيئة --> قواعد إعادة الطلب`، ثم اضغط على :guilabel:`جديد`، وقم بتهبئة " "البند الجديد كما يلي: " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr ":guilabel:`المنتج`: هو المنتج الذي سيتم تجديد مخزونه بواسطة القاعدة. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`الموقع`: هو الموقع الذي يتم تخزين المنتج فيه. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -4262,7 +4261,7 @@ msgstr "" "يتم تشغيل القاعدة. عندما تقل الكمية المتوقعة عن ذلك الرقم، يتم إنشاء أمر " "تجديد مخزون المنتج. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -4270,7 +4269,7 @@ msgstr "" ":guilabel:`الحد الأقصى للكمية`: الحد الأقصى للكمية التي يمكن أن يتم تجديد " "المخزون إليها. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -4279,7 +4278,7 @@ msgstr "" ":guilabel:`عدة كميات`: قم بتحديد ما إذا كان يجب تجديد مخزون المنتج على دفعات" " بكميات محددة (مثال: يمكن تجديد مخزون المنتج على دفعات تتألف من 20 وحدة). " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4292,7 +4291,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "استمارة إنشاء قاعدة إعادة طلب جديدة. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -4300,7 +4299,7 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" @@ -4308,23 +4307,139 @@ msgstr "" "للاستخدام المتقدم لقواعد إعادة الطلب، اعرف المزيد حول حقول قواعد إعادة الطلب" " التالية: " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr ":ref:`المشغّل ` " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr ":ref:`أيام الظهور ` " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "المشغّل " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " @@ -4334,7 +4449,7 @@ msgstr "" "*مشغّل* قاعدة إعادة الطلب إلى *تلقائي* حتى يقوم بإنشاء أوامر الشراء أو " "التصنيع تلقائياً لتجديد المخزون. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -4345,17 +4460,17 @@ msgstr "" "والمخزون المتوقع منه في *لوحة بيانات تجديد المخزون*، حيث يمكن لمدير " "المشتريات مراجعة مستويات المخزون ومُهَل التسليم وتواريخ الوصول المتوقعة. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr ":doc:`الاستراتيجيات` " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -4372,7 +4487,7 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" @@ -4382,23 +4497,23 @@ msgstr "" ":guilabel:`يدوي`. استعن بالأقسام أدناه للتعرف على الأنواع المختلفة لقواعد " "إعادة الطلب. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "تلقائي" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" "يتم تشغيل أداة الجدولة، والكمية *المتوفرة* أقل من الحد الأدنى المسموح به " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" @@ -4406,11 +4521,11 @@ msgstr "" "يتم تأكيد أمر البيع وتقليل الكمية *المتوقعة* من المنتج إلى أقل من الحد " "الأدنى المسموح به " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "يتم إعداد أداة الجدولة ليتم تشغيلها مرة في اليوم بشكل افتراضي. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -4419,11 +4534,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -4439,7 +4554,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "إظهار قاعدة إعادة الطلب التلقائية من صفحة قاعدة إعادة الطلب. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4450,7 +4565,7 @@ msgstr "" "سعر)`. لعرض وإدارة :abbr:`RFQs (طلبات عروض الأسعار)`، انتقل إلى " ":menuselection:`تطبيق المشتريات --> الطلبات --> طلبات عروض الأسعار`. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4461,7 +4576,7 @@ msgstr "" " لعرض وإدارة :abbr:`MOs (أوامر التصنيع)`، انتقل إلى :menuselection:`تطبيق " "التصنيع --> العمليات --> أوامر التصنيع`. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." @@ -4469,13 +4584,13 @@ msgstr "" "عندما لا يكون هناك مسار محدد، يقوم أودو بتحديد :guilabel:`المسار` المحدد في " "علامة تبويب :guilabel:`المخزون` في استمارة المنتج. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "يدوي" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -4485,7 +4600,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -4498,7 +4613,7 @@ msgstr "" "تسليم المورّدين. تقوم بعرض الاحتياجات **فقط** عندما يحين الوقت لإعادة طلب " "العناصر. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -4509,7 +4624,7 @@ msgstr "" "الظهور ` لجعل الحاجة مرئية في " "لوحة بيانات تجديد المخزون قبل عدد محدد من الأيام. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -4524,11 +4639,11 @@ msgstr "" "اضغط على زر الطلب مرة واحدة في لوحة بيانات تجديد المخزون لتجديد مخزون " "المنتج. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "أيام الظهور " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" @@ -4538,7 +4653,7 @@ msgstr "" "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` " "مفهومة قبل الاستمرار بهذا القسم. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -4550,7 +4665,7 @@ msgstr "" "يظهر على لوحة بيانات تجديد المخزون (:menuselection:`تطبيق المخزون --> " "العمليات --> تجديد المخزون`) قبل عدد محدد من الأيام. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." @@ -4558,21 +4673,21 @@ msgstr "" "يتم تعيين قاعدة إعادة الطلب للمنتج على أنها يدوية للتشغيل عندما يقل مستوى " "المخزون عن أربع وحدات. الكمية الحالية المتوفرة هي عشر وحدات. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -4585,34 +4700,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "Visibility~days = Need~appears~date - Today's~date" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "(27 فبراير - 20 فبراير = 7 أيام) " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -4629,11 +4744,11 @@ msgstr "" "قم بإظهار لوحة بيانات تجديد المخزون مع تعيين أيام الظهور الصحيحة وغير " "الصحيحة. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "المسار" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4644,7 +4759,7 @@ msgstr "" "استمارة منتج. على سبيل المثال، من الممكن تحديد كل من :guilabel:`الشراء` و " ":guilabel:`التصنيع`، وبالتالي تمكين وظائف كلا المسارين. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -4652,20 +4767,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4678,7 +4793,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "قم بتحديد المسار المفضل من القائمة المنسدلة. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7219,6 +7334,10 @@ msgid "" "number, by clicking the line under the :guilabel:`Lot/Serial Number` field " "on the lot form, and changing the generated number." msgstr "" +"يقوم أودو تلقائياً بإنشاء :guilabel:`رقم مجموعة/رقم تسلسلي` ليتبع أحدث رقم، " +"ولكن يمكن تحريره وتغييره لأي رقم تريده عن طريق الضغط على البند الموجود تحت " +"حقل :guilabel:`رقم المجموعة/الرقم التسلسلي` في استمارة رقم المجموعة، وتغيير " +"الرقم الذي تم إنشاؤه. " #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:293 msgid "" @@ -7276,6 +7395,9 @@ msgid "" "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired operation type." msgstr "" +"لتغيير القدرة على استخدام أرقام المجموعات الجديدة (أو الموجودة) على أي نوع " +"عملية، اذهب إلى :menuselection:`تطبيق المخزون --> التهيئة --> أنواع " +"العمليات`، وحدد :guilabel:`نوع العملية` المطلوب. " #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:328 msgid "" @@ -9024,7 +9146,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -9305,20 +9427,18 @@ msgstr "" "وملصق جديد. " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`الفوترة` " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`العبوات المتعددة` " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "استخدم خاصية إحالة الشحن للشحن مباشرة من المورّدين إلى العملاء " +msgid "Dropshipping" +msgstr "إحالة الشحن " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -9334,11 +9454,11 @@ msgstr "" " يكون المورّد مسؤولاً عن تخزين البضائع وشحنها. يفيد ذلك البائع من خلال تقليل" " تكاليف المخزون، والتي تتضمن سعر تشغيل المستودعات. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "تهيئة المنتجات التي ستتم إحالة شحنها " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -9350,7 +9470,7 @@ msgstr "" "الإعدادات`. تحت ترويسة :guilabel:`اللوجستيات` اضغط على مربع اختيار " ":guilabel:`إحالة الشحن` ثم اضغط على :guilabel:`حفظ` للانتهاء. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -9365,7 +9485,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -9377,7 +9497,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -9387,26 +9507,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -9415,12 +9534,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -9429,20 +9548,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -9458,30 +9577,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -9492,12 +9611,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -9505,13 +9624,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -9519,13 +9638,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -9534,7 +9653,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -9542,31 +9661,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -9576,19 +9695,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -9599,7 +9718,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -9610,7 +9729,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -9621,7 +9740,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -9632,18 +9751,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -9654,9 +9773,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr ":doc:`../setup_configuration/labels`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -9759,229 +9878,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -10202,19 +10098,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "محتوى الطرد" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -10237,25 +10133,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -10263,7 +10159,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -10273,11 +10169,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "إيصال عملية الإرجاع " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -10285,7 +10181,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -10293,7 +10189,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -10303,31 +10199,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -10337,7 +10233,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -10347,7 +10243,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -10357,42 +10253,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "بطاقات عناوين أرقام المجموعات/الأرقام التسلسلية " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -10400,7 +10296,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -10411,31 +10307,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -13039,6 +13204,295 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "Bpost integration" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "Create a Bpost account." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" +"Get the :ref:`Account ID and passphrase `." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "Set up the shipping method in Odoo." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr ":doc:`delivery_method`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr ":doc:`dhl_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr ":doc:`ups_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "Bpost account setup" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "In the *Admin* tab, show the Account ID and Passphrase." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "Configure Bpost shipping method" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "Show Bpost shipping method." + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -13331,8 +13785,10 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" +":doc:`فوترة تكاليف الشحن <../advanced_operations_shipping/invoicing>` " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" @@ -13442,9 +13898,246 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr ":doc:`../advanced_operations_shipping/invoicing`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr ":doc:`../advanced_operations_shipping/multipack`" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" -msgstr "" +msgstr "Sendcloud configuration" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:5 msgid "" @@ -13503,6 +14196,10 @@ msgid "" "rules, or individual custom carrier contacts, a paid plan of Sendcloud is " "**required**." msgstr "" +"Odoo integration of Sendcloud works on free Sendcloud plans *only* if a bank" +" account is linked, since Sendcloud won't ship for free. To use shipping " +"rules, or individual custom carrier contacts, a paid plan of Sendcloud is " +"**required**." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:174 @@ -13638,10 +14335,16 @@ msgid "" "`, so Sendcloud can " "accurately pull shipping data to generate labels." msgstr "" +"To ensure seamless Sendcloud integration with Odoo, :ref:`install " +"` and :ref:`link " +"` the Sendcloud shipping" +" connector to the Sendcloud account. Then, :ref:`configure Odoo fields " +"`, so Sendcloud can " +"accurately pull shipping data to generate labels." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:97 msgid "Install Sendcloud shipping module" -msgstr "" +msgstr "Install Sendcloud shipping module" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:99 msgid "" @@ -13649,6 +14352,9 @@ msgid "" " the Odoo database. To get started, go to Odoo's :guilabel:`Apps` module, " "search for the `Sendcloud Shipping` integration, and install it." msgstr "" +"After the Sendcloud account is set up and configured, it's time to configure" +" the Odoo database. To get started, go to Odoo's :guilabel:`Apps` module, " +"search for the `Sendcloud Shipping` integration, and install it." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Sendcloud Shipping module in the Odoo Apps module." @@ -13859,16 +14565,23 @@ msgid "" "creation — this occurs automatically. The test and production environment " "settings can be toggled back and forth from their respective smart buttons." msgstr "" +"Odoo has a built-in layer of protection against unwanted charges when using " +"test environments. Within a test environment, if a shipping method is used " +"to create labels, then those labels are immediately canceled after the " +"creation — this occurs automatically. The test and production environment " +"settings can be toggled back and forth from their respective smart buttons." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:181 msgid "Shipping information" -msgstr "" +msgstr "Shipping information" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:183 msgid "" "To use Sendcloud to generate shipping labels, the following information " "**must** be filled out accurately and completely in Odoo:" msgstr "" +"To use Sendcloud to generate shipping labels, the following information " +"**must** be filled out accurately and completely in Odoo:" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:186 msgid "" @@ -13876,6 +14589,9 @@ msgid "" ":guilabel:`Customer` has a valid phone number, email address, and shipping " "address." msgstr "" +"**Customer information**: when creating a quotation, ensure the selected " +":guilabel:`Customer` has a valid phone number, email address, and shipping " +"address." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:189 msgid "" @@ -13883,6 +14599,9 @@ msgid "" " Here, add their shipping address in the :guilabel:`Contact` field, along " "with their :guilabel:`Mobile` number and :guilabel:`Email` address." msgstr "" +"To verify, select the :guilabel:`Customer` field to open their contact page." +" Here, add their shipping address in the :guilabel:`Contact` field, along " +"with their :guilabel:`Mobile` number and :guilabel:`Email` address." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:193 msgid "" @@ -13892,6 +14611,11 @@ msgid "" "` of this article for " "detailed instructions." msgstr "" +"**Product weight**: ensure all products in an order have a specified " +":guilabel:`Weight` in the :guilabel:`Inventory` tab of their product form. " +"Refer to the :ref:`Product weight section " +"` of this article for " +"detailed instructions." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:197 msgid "" @@ -13903,10 +14627,17 @@ msgid "" "` of the third-party " "shipping documentation." msgstr "" +"**Warehouse address**: ensure the warehouse name and address in Odoo match " +"the :ref:`previously defined warehouse " +"` in the Sendcloud " +"setup. For details on warehouse configuration in Odoo, refer to the " +":ref:`warehouse configuration section " +"` of the third-party " +"shipping documentation." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:204 msgid "Generate labels with Sendcloud" -msgstr "" +msgstr "Generate labels with Sendcloud" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:206 msgid "" @@ -14085,6 +14816,11 @@ msgid "" " The country of origin (warehouse address) should also be supported by the " "carrier." msgstr "" +"First, verify that the product being shipped has a weight that is supported " +"by the selected shipping method. If this is set, then verify that the " +"destination country (from the customer address) is supported by the carrier." +" The country of origin (warehouse address) should also be supported by the " +"carrier." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:3 msgid "Starshipit shipping" @@ -14510,7 +15246,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -14521,18 +15257,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr ":doc:`dhl_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr ":doc:`sendcloud_shipping`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr ":doc:`ups_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -14742,7 +15470,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -14973,8 +15701,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -15085,12 +15812,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -19938,7 +20660,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "تقييم المخزون " @@ -20082,10 +20803,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -20093,49 +20817,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -20143,7 +20868,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -20153,23 +20878,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -20179,7 +20904,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -20187,14 +20912,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -20203,13 +20928,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -20217,32 +20942,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -20253,8 +20978,9 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "تقييم المخزون التلقائي " #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -20266,118 +20992,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -20385,7 +21149,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -20393,7 +21157,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -20404,7 +21168,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -20416,79 +21180,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" -msgstr "" +msgstr ":doc:`using_inventory_valuation`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "حساب النفقات " -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "مؤتمت " -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -20498,7 +21313,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -20510,50 +21325,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -20566,7 +21381,7 @@ msgstr "" "تعيينه في الموقع المصدر. هذه هي القيمة الافتراضية لكافة المنتجات في فئة " "معينة، ويمكن أيضاً تعيينها مباشرةً على كل منتج. " -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -20579,7 +21394,7 @@ msgstr "" "تم تعيينه في موقع الوجهة. هذه هي القيمة الافتراضية لكافة المنتجات في فئة " "معينة، ويمكن أيضاً تعيينها مباشرةً على كل منتج. " -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -20588,7 +21403,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -20599,13 +21414,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -20613,7 +21428,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -20625,60 +21440,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -"للبدء، اذهب إلى :menuselection:`المحاسبة --> التقارير --> الميزانية " -"العمومية`. في الجزء العلوي من لوحة البيانات، قم بتغيير قيمة الحقل " -":guilabel:`اعتباراً من` إلى :guilabel:`اليوم`، ثم قم بضبط الفلترة " -":guilabel:`الخيارات` إلى :guilabel:`كشف الكل` لرؤية كافة البيانات وأحدثها " -"مرة واحدة. " -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" -"ضمن البند الرئيسي :guilabel:`الأصول المتداولة`، ابحث عن البند المضمن " -":guilabel:`حساب تقييم المخزون`، حيث يتم عرض التقييم الإجمالي لجميع المخزون " -"الموجود. " - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" -"تمكن من الوصول إلى معلومات أكثر تحديداً من خلال القائمة المنسدلة " -":guilabel:`حساب تقييم المخزون`، عن طريق تحديد :guilabel:`دفتر الأستاذ العام`" -" لرؤية عرض مُفصّل لكافة قيود دفتر اليومية، أو عن طريق تحديد :guilabel:`عناصر" -" دفتر اليومية` لمراجعة كافة قيود اليومية الفردية التي تم إرسالها إلى الحساب." -" يمكنك أيضاً إضافة التعليقات التوضيحية إلى :guilabel:`الميزانية العمومية` عن" -" طريق اختيار :guilabel:`العليقات التوضيحية`، وتعبئة مربع النص، ثم الضغط على " -":guilabel:`حفظ`. " +msgstr ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "اطلع على كافة تفاصيل تقييم المخزون في تطبيق المحاسبة لدى أودو. " +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "استخدام تقييم المخزون " @@ -20700,10 +21515,6 @@ msgstr "" "في أودو، يمكن إجراء هذه العملية يدوياً - عن طريق موظفي المستودع الذين يقومون" " بعدّ المنتجات فعلياً - أو تلقائياً من خلال قاعدة البيانات. " -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "تقييم المخزون التلقائي " - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -23212,7 +24023,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -23260,49 +24071,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -29521,6 +30339,327 @@ msgstr "" msgid "Workflows" msgstr "Workflows" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "المنتجات الثانوية " + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -33481,7 +34620,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -33546,7 +34685,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "المطابقة الثلاثية" @@ -33759,191 +34898,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "الكميات المطلوبة" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -33951,213 +35098,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "الكميات المستلمة " + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -35724,6 +36864,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/ar/LC_MESSAGES/marketing.po b/locale/ar/LC_MESSAGES/marketing.po index 9895e0243..1cd6d04c9 100644 --- a/locale/ar/LC_MESSAGES/marketing.po +++ b/locale/ar/LC_MESSAGES/marketing.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -514,6 +514,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "الإعدادات" @@ -789,7 +790,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3035,14 +3035,314 @@ msgstr "" msgid "Events" msgstr "الفعاليات" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3113,33 +3413,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3147,21 +3470,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3169,34 +3492,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3204,13 +3527,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3219,55 +3542,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3275,7 +3598,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3284,56 +3607,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3343,14 +3670,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3359,7 +3686,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3368,7 +3695,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3377,13 +3704,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3391,7 +3718,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3399,57 +3726,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3461,7 +3788,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3470,7 +3797,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3478,13 +3805,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3492,58 +3819,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "البريد الإلكتروني " -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3552,25 +3879,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3580,7 +3907,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3588,20 +3915,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3614,7 +3941,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3622,7 +3949,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3631,7 +3958,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3644,7 +3971,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3652,7 +3979,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3661,48 +3988,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3711,37 +4038,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3749,24 +4076,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3776,26 +4103,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3803,7 +4129,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3811,14 +4137,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3826,11 +4152,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3838,543 +4164,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4785,123 +4599,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "التهيئة " -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5270,6 +5212,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "قوالب الحملات " @@ -5287,7 +5230,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5310,7 +5254,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5351,31 +5297,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5383,75 +5330,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "السجلات " -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "المشاركين" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "سير العمل" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "الأنشطة" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5459,98 +5406,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "إعداد التقارير " -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "التسجيل المزدوج " + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -10211,7 +10440,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10891,7 +11120,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -10992,14 +11221,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -11034,11 +11263,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -11051,7 +11280,7 @@ msgid "Add a section" msgstr "إضافة قسم" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -11061,7 +11290,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -11075,7 +11304,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -11084,7 +11313,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -11095,7 +11324,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "شريط الخيارات " @@ -11375,32 +11604,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -11411,11 +11644,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -11429,7 +11662,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -11438,7 +11671,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -11447,7 +11680,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -11456,7 +11689,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -11464,14 +11697,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -11480,26 +11713,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -11508,11 +11741,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -11588,7 +11821,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11884,6 +12117,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11978,547 +12755,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/ar/LC_MESSAGES/productivity.po b/locale/ar/LC_MESSAGES/productivity.po index fa5b9d299..b1c29eceb 100644 --- a/locale/ar/LC_MESSAGES/productivity.po +++ b/locale/ar/LC_MESSAGES/productivity.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-04-30 09:16+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -1114,7 +1114,7 @@ msgstr "" msgid "Chatter" msgstr "الدردشة " -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1123,17 +1123,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1141,22 +1141,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1164,7 +1164,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1175,11 +1175,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "إضافة متابعين " -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1187,13 +1187,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1201,53 +1201,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1255,35 +1254,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1291,7 +1290,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1299,7 +1298,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1308,7 +1307,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1316,11 +1315,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1328,7 +1327,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1337,19 +1336,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1363,31 +1362,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1395,129 +1394,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "البحث عن الرسائل " -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "جدولة الأنشطة " -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1525,7 +1524,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1536,7 +1535,7 @@ msgstr "" "مثال: لعرض الأنشطة المتاحة لتطبيق *إدارة علاقات العملاء* وتحريرها، اذهب إلى " ":menuselection:`تطبيق إدارة علاقات العملاء --> التهيئة --> أنواع الأنشطة`. " -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." @@ -1544,20 +1543,20 @@ msgstr "" "أدخل عنواناً للنشاط في حقل :guilabel:`الملخص`، الموجود في النافذة المنبثقة " ":guilabel:`جدولة نشاط`. " -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1569,11 +1568,11 @@ msgstr "" "النشاط` المحدد. ومع ذلك، يمكن تغيير هذا التاريخ عن طريق تحديد يوم في التقويم" " في حقل :guilabel:`تاريخ الاستحقاق`. " -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "وأخيراً، اضغط على إحدى الأزرار التالية: " -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." @@ -1581,7 +1580,7 @@ msgstr "" "يضيف خيار :guilabel:`الجدولة`: النشاط إلى الدردشة ضمن :guilabel:`الأنشطة " "المخطط لها`. " -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " @@ -1590,7 +1589,7 @@ msgstr "" "يضيف خيار :guilabel:`التحديد كمنتهي': تفاصيل النشاط إلى الدردشة تحت " ":guilabel:`اليوم`. لم تتم جدولة النشاط، بل يتم تحديده تلقائياً كمكتمل. " -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." @@ -1598,29 +1597,29 @@ msgstr "" "يقوم خيار :guilabel:`تم وجدولة التالي`: بإضافة المهمة ضمن :guilabel:`اليوم` " "تم التحديد كمنتهي، ويفتح نافذة نشاط جديدة. " -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" "يؤدي خيار :guilabel:`إهمال`: بتجاهل أي تغييرات تم إجراؤها على النافذة " "المنبثقة. " -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1630,17 +1629,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1649,7 +1648,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1661,31 +1660,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "إرفاق الملفات " -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1693,27 +1692,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1721,51 +1719,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "عمليات الربط " -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1774,7 +1772,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1785,61 +1783,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -2235,15 +2233,15 @@ msgstr "" #: ../../content/applications/productivity/documents.rst:36 msgid "" -"If you select a new workspace, existing documents aren't moved. Only newly " +"If you select a new workspace, existing documents are not moved. Only newly " "created documents will be found under the new workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:40 +#: ../../content/applications/productivity/documents.rst:42 msgid "Workspaces" msgstr "مساحات العمل " -#: ../../content/applications/productivity/documents.rst:42 +#: ../../content/applications/productivity/documents.rst:44 msgid "" "Workspaces are hierarchical folders having their own set of tags and " ":ref:`actions `. Default workspaces exist, but " @@ -2252,56 +2250,80 @@ msgid "" " fill in the following information:" msgstr "" -#: ../../content/applications/productivity/documents.rst:47 +#: ../../content/applications/productivity/documents.rst:49 msgid ":guilabel:`Name`" msgstr ":guilabel:`Name`" -#: ../../content/applications/productivity/documents.rst:48 +#: ../../content/applications/productivity/documents.rst:50 msgid "" ":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select " "its :guilabel:`Parent Workspace`" msgstr "" -#: ../../content/applications/productivity/documents.rst:52 +#: ../../content/applications/productivity/documents.rst:54 #: ../../content/applications/productivity/sign.rst:236 msgid "Tags" msgstr "علامات التصنيف " -#: ../../content/applications/productivity/documents.rst:54 +#: ../../content/applications/productivity/documents.rst:56 msgid "" "Tags are used within workspaces to add a level of differentiation between " "documents. They are organized per category, and filters can be used to sort " "them." msgstr "" -#: ../../content/applications/productivity/documents.rst:57 +#: ../../content/applications/productivity/documents.rst:59 msgid "" "Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a " "line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags." msgstr "" -#: ../../content/applications/productivity/documents.rst:61 +#: ../../content/applications/productivity/documents.rst:63 msgid "" "The tags of a parent workspace apply to the child workspaces automatically;" msgstr "" -#: ../../content/applications/productivity/documents.rst:62 +#: ../../content/applications/productivity/documents.rst:64 msgid "" "Tags can be created and modified by going to :menuselection:`Configuration " "--> Tags`;" msgstr "" -#: ../../content/applications/productivity/documents.rst:63 +#: ../../content/applications/productivity/documents.rst:65 msgid "" "Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` " "on the left menu." msgstr "" -#: ../../content/applications/productivity/documents.rst:66 +#: ../../content/applications/productivity/documents.rst:67 +msgid "" +"An **email alias** can be used to automatically send received documents to a" +" specific workspace based on the tag assigned. To create an email alias:" +msgstr "" + +#: ../../content/applications/productivity/documents.rst:70 +msgid "" +"Select the tag and the corresponding workspace where the document should be " +"directed in the left column of your dashboard." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:73 +msgid "" +"Next to the :guilabel:`Upload` button, click the down arrow, and then click " +":guilabel:`Share`." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:75 +msgid "" +"In the new window, click :guilabel:`Download and Upload` and enter the email" +" alias where documents should be sent." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:79 msgid "Access rights" msgstr "" -#: ../../content/applications/productivity/documents.rst:68 +#: ../../content/applications/productivity/documents.rst:81 msgid "" "To manage your workspace access rights, go to :menuselection:`Documents --> " "Configuration --> Workspaces`, open the workspace you want to edit, and go " @@ -2310,18 +2332,18 @@ msgid "" ":guilabel:`Read Groups` that can only view the workspace's documents." msgstr "" -#: ../../content/applications/productivity/documents.rst:74 +#: ../../content/applications/productivity/documents.rst:87 msgid "Description" msgstr "الوصف" -#: ../../content/applications/productivity/documents.rst:76 +#: ../../content/applications/productivity/documents.rst:89 msgid "" "You can add descriptive information to your workspace by going to " ":menuselection:`Documents --> Configuration --> Workspaces`, opening the " "workspace you want to describe and going to the :guilabel:`Description` tab." msgstr "" -#: ../../content/applications/productivity/documents.rst:81 +#: ../../content/applications/productivity/documents.rst:94 msgid "" "Workspaces can also be created and edited by clicking the gear icon " ":guilabel:`⚙` on the left menu." @@ -2331,40 +2353,39 @@ msgstr "" msgid "Create sub-workspaces from the left menu" msgstr "" -#: ../../content/applications/productivity/documents.rst:88 +#: ../../content/applications/productivity/documents.rst:101 msgid "Documents management" msgstr "" -#: ../../content/applications/productivity/documents.rst:90 +#: ../../content/applications/productivity/documents.rst:103 msgid "" "When selecting or opening a document, the right panel displays different " "options. On the top, additional options might be available: " ":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " ":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " -":guilabel:`Open chatter` or :guilabel:`Archive` the document." +":guilabel:`Open chatter` or use the :guilabel:`Move to trash` option." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "right panel options" msgstr "" -#: ../../content/applications/productivity/documents.rst:99 +#: ../../content/applications/productivity/documents.rst:112 msgid "" -"Then, you can modify the name of your file by clicking on " -":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " -"assigned. The related :guilabel:`Workspace` can be modified and it is " -"possible to access the related :guilabel:`Journal Entry` or add " -":guilabel:`Tags`." +"Then, you can modify the name of your file by clicking on :guilabel:`Name`. " +"A :guilabel:`Contact` or an :guilabel:`Owner` can be assigned. The related " +":guilabel:`Workspace` can be modified and it is possible to access the " +"related :guilabel:`Journal Entry` or add :guilabel:`Tags`." msgstr "" -#: ../../content/applications/productivity/documents.rst:105 +#: ../../content/applications/productivity/documents.rst:117 msgid "" "The :guilabel:`Contact` is the person related to the document and assigned " "to it. He can only view the document and not modify it. I.e.: an existing " "supplier in your database is the contact for their bill." msgstr "" -#: ../../content/applications/productivity/documents.rst:108 +#: ../../content/applications/productivity/documents.rst:120 msgid "" "The person who creates a document is, by default :guilabel:`Owner` of it and" " has complete rights to it. It is possible to replace the owner of a " @@ -2372,24 +2393,24 @@ msgid "" " in \"My Profile\"." msgstr "" -#: ../../content/applications/productivity/documents.rst:112 +#: ../../content/applications/productivity/documents.rst:124 msgid "" "Different :ref:`Actions ` are available at the " "bottom of the right panel, depending on the workspace where your document is" " stored." msgstr "" -#: ../../content/applications/productivity/documents.rst:116 +#: ../../content/applications/productivity/documents.rst:128 msgid "Split PDF documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:118 +#: ../../content/applications/productivity/documents.rst:130 msgid "" "Select the PDF you want to split, and click the scissors icon. A new view " "displays all the pages of the document." msgstr "" -#: ../../content/applications/productivity/documents.rst:121 +#: ../../content/applications/productivity/documents.rst:133 msgid "" "By default, each page of the document will be split when clicking " ":guilabel:`Split`. To remove a split between two pages, click on the " @@ -2400,34 +2421,34 @@ msgstr "" msgid "split your documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:128 +#: ../../content/applications/productivity/documents.rst:140 msgid "" "To merge documents from your dashboard, select them and click the scissors " "icon. Click on the scissors between the two documents and click " ":guilabel:`Split` to merge the documents." msgstr "" -#: ../../content/applications/productivity/documents.rst:132 +#: ../../content/applications/productivity/documents.rst:144 msgid "Additional features" msgstr "" -#: ../../content/applications/productivity/documents.rst:134 +#: ../../content/applications/productivity/documents.rst:146 msgid "" "Select a workspace and click the arrow next to the :guilabel:`Upload` button" " to access additional features:" msgstr "" -#: ../../content/applications/productivity/documents.rst:138 +#: ../../content/applications/productivity/documents.rst:150 msgid "Request" msgstr "طلب" -#: ../../content/applications/productivity/documents.rst:140 +#: ../../content/applications/productivity/documents.rst:152 msgid "" "You can create \"missing documents\" and organize them as documents, to " "remind users to download them." msgstr "" -#: ../../content/applications/productivity/documents.rst:142 +#: ../../content/applications/productivity/documents.rst:154 msgid "" "Select the workspace where the file should be stored, click " ":guilabel:`Upload`, then :guilabel:`Request`. Add the :guilabel:`Document " @@ -2439,24 +2460,24 @@ msgid "" "the workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:149 +#: ../../content/applications/productivity/documents.rst:161 msgid "When your document is available, click the placeholder to upload it." msgstr "" -#: ../../content/applications/productivity/documents.rst:151 +#: ../../content/applications/productivity/documents.rst:163 msgid "" "You can see all missing documents by going to the **Activity** view and to " "the :guilabel:`Requested Document` column." msgstr "" -#: ../../content/applications/productivity/documents.rst:155 +#: ../../content/applications/productivity/documents.rst:167 msgid "" "From the :guilabel:`Activity` view, you can send a **reminder email** to " "users from whom you are expecting a document. Go to the :guilabel:`Requested" " Document` column, click on ⋮ and :guilabel:`Document Request: Reminder`." msgstr "" -#: ../../content/applications/productivity/documents.rst:159 +#: ../../content/applications/productivity/documents.rst:171 msgid "" "Click on a date to see the details of a specific request. You can update it " "by clicking on the pen icon, :guilabel:`Preview` the content of the reminder" @@ -2467,27 +2488,27 @@ msgstr "" msgid "send a reminder email from the Activity view" msgstr "" -#: ../../content/applications/productivity/documents.rst:167 +#: ../../content/applications/productivity/documents.rst:179 msgid "Add a link" msgstr "إضافة رابط " -#: ../../content/applications/productivity/documents.rst:169 +#: ../../content/applications/productivity/documents.rst:181 msgid "" "To add a link to your documents dashboard, click on :guilabel:`Add a Link`, " "enter the :guilabel:`URL`, and :guilabel:`Name` it." msgstr "" -#: ../../content/applications/productivity/documents.rst:173 +#: ../../content/applications/productivity/documents.rst:185 msgid "Share" msgstr "مشاركة" -#: ../../content/applications/productivity/documents.rst:175 +#: ../../content/applications/productivity/documents.rst:187 msgid "" "You can create a share link to a document or all documents of a workspace. " "It allows anyone to download the file(s) or upload files to a workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:178 +#: ../../content/applications/productivity/documents.rst:190 msgid "" "To do so, select the workspace or the document and click the arrow next to " "the :guilabel:`Upload` button then :guilabel:`Share`. On the pop-up, the " @@ -2499,28 +2520,28 @@ msgid "" "Upload`." msgstr "" -#: ../../content/applications/productivity/documents.rst:186 +#: ../../content/applications/productivity/documents.rst:198 msgid "" "It is possible to only share one or more documents (without their workspace)" " by selecting them and clicking :guilabel:`Share`." msgstr "" -#: ../../content/applications/productivity/documents.rst:190 +#: ../../content/applications/productivity/documents.rst:202 msgid "New spreadsheet" msgstr "جدول بيانات جديد " -#: ../../content/applications/productivity/documents.rst:192 +#: ../../content/applications/productivity/documents.rst:204 msgid "" "To create a new :doc:`spreadsheet `, click :guilabel:`New " "Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an " ":doc:`existing template `." msgstr "" -#: ../../content/applications/productivity/documents.rst:198 +#: ../../content/applications/productivity/documents.rst:210 msgid "Workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:200 +#: ../../content/applications/productivity/documents.rst:212 msgid "" "Workflow actions help manage documents and overall business operations. " "These are automated actions that can be created and customized for each " @@ -2528,33 +2549,33 @@ msgid "" " add tags to a document, and process bills." msgstr "" -#: ../../content/applications/productivity/documents.rst:204 +#: ../../content/applications/productivity/documents.rst:216 msgid "" "These workflow actions appear on the right panel when a document meets the " "set criteria." msgstr "" -#: ../../content/applications/productivity/documents.rst:207 +#: ../../content/applications/productivity/documents.rst:219 msgid "Create workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:209 +#: ../../content/applications/productivity/documents.rst:221 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " "Configuration --> Actions` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/productivity/documents.rst:213 +#: ../../content/applications/productivity/documents.rst:225 msgid "" "An action applies to all **sub-workspaces** under the :guilabel:`Related " "Workspace` you selected." msgstr "" -#: ../../content/applications/productivity/documents.rst:216 +#: ../../content/applications/productivity/documents.rst:228 msgid "Set the conditions" msgstr "" -#: ../../content/applications/productivity/documents.rst:218 +#: ../../content/applications/productivity/documents.rst:230 msgid "" "You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." " You can define the :guilabel:`Action Name` and then set the conditions that" @@ -2562,23 +2583,23 @@ msgid "" "side panel when selecting a file." msgstr "" -#: ../../content/applications/productivity/documents.rst:222 +#: ../../content/applications/productivity/documents.rst:234 msgid "There are three basic types of conditions you can set:" msgstr "" -#: ../../content/applications/productivity/documents.rst:224 +#: ../../content/applications/productivity/documents.rst:236 msgid "" ":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does " -"not contain` conditions, meaning the files *must have* or *mustn't have* the" -" tags set here." +"not contain` conditions, meaning the files *must have* or *must not have* " +"the tags set here." msgstr "" -#: ../../content/applications/productivity/documents.rst:227 +#: ../../content/applications/productivity/documents.rst:239 msgid "" ":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" -#: ../../content/applications/productivity/documents.rst:229 +#: ../../content/applications/productivity/documents.rst:241 msgid "" ":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" @@ -2587,23 +2608,23 @@ msgstr "" msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:235 +#: ../../content/applications/productivity/documents.rst:247 msgid "" -"If you don't set any conditions, the action button appears for all files " +"If you do not set any conditions, the action button appears for all files " "inside the selected workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:239 +#: ../../content/applications/productivity/documents.rst:251 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/productivity/documents.rst:242 +#: ../../content/applications/productivity/documents.rst:254 msgid "" "It is recommended to have some knowledge of Odoo development to configure " "*Domain* filters properly." msgstr "" -#: ../../content/applications/productivity/documents.rst:245 +#: ../../content/applications/productivity/documents.rst:257 msgid "" "The :ref:`developer mode ` needs to be activated to access " "the :guilabel:`Domain` condition from the :guilabel:`Actions` tab. Once " @@ -2611,7 +2632,7 @@ msgid "" "condition`." msgstr "" -#: ../../content/applications/productivity/documents.rst:249 +#: ../../content/applications/productivity/documents.rst:261 msgid "" "To create a rule, you typically select a :guilabel:`field`, an " ":guilabel:`operator`, and a :guilabel:`value`. For example, if you want to " @@ -2624,7 +2645,7 @@ msgstr "" msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:257 +#: ../../content/applications/productivity/documents.rst:269 msgid "" "Click :guilabel:`Add New Rule` (plus icon) and :guilabel:`Add branch` to add" " conditions and sub-conditions. You can then specify if your rule should " @@ -2632,114 +2653,114 @@ msgid "" "rule directly using the :guilabel:`Code editor`." msgstr "" -#: ../../content/applications/productivity/documents.rst:262 +#: ../../content/applications/productivity/documents.rst:274 msgid "Configure the actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:264 +#: ../../content/applications/productivity/documents.rst:276 msgid "" "Select the :guilabel:`Actions` tab to set up your action. You can " "simultaneously:" msgstr "" -#: ../../content/applications/productivity/documents.rst:266 +#: ../../content/applications/productivity/documents.rst:278 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" -#: ../../content/applications/productivity/documents.rst:267 +#: ../../content/applications/productivity/documents.rst:279 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" -#: ../../content/applications/productivity/documents.rst:268 +#: ../../content/applications/productivity/documents.rst:280 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:269 +#: ../../content/applications/productivity/documents.rst:281 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" -#: ../../content/applications/productivity/documents.rst:271 +#: ../../content/applications/productivity/documents.rst:283 msgid "" "**Link to record**: link the document to a record (i.e. link to a vehicle in" " Fleet);" msgstr "" -#: ../../content/applications/productivity/documents.rst:272 +#: ../../content/applications/productivity/documents.rst:284 msgid "**Product template**: create a product you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:273 +#: ../../content/applications/productivity/documents.rst:285 msgid "**Task**: create a Project task you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:274 +#: ../../content/applications/productivity/documents.rst:286 msgid "**Signature PDF template**: create a new Sign template to send out;" msgstr "" -#: ../../content/applications/productivity/documents.rst:275 +#: ../../content/applications/productivity/documents.rst:287 msgid "**PDF to sign**: create a PDF to sign;" msgstr "" -#: ../../content/applications/productivity/documents.rst:276 +#: ../../content/applications/productivity/documents.rst:288 msgid "**Applicant**: create a new HR application you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:277 +#: ../../content/applications/productivity/documents.rst:289 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content;" msgstr "" -#: ../../content/applications/productivity/documents.rst:279 +#: ../../content/applications/productivity/documents.rst:291 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:281 +#: ../../content/applications/productivity/documents.rst:293 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:283 +#: ../../content/applications/productivity/documents.rst:295 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:285 +#: ../../content/applications/productivity/documents.rst:297 msgid "" "**Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous " "Operations` in Accounting;" msgstr "" -#: ../../content/applications/productivity/documents.rst:287 +#: ../../content/applications/productivity/documents.rst:299 msgid "**Bank Statement**: create a Bank Statement in Finance;" msgstr "" -#: ../../content/applications/productivity/documents.rst:288 +#: ../../content/applications/productivity/documents.rst:300 msgid "" "**Expense**: create an expense automatically based on a file's content." msgstr "" -#: ../../content/applications/productivity/documents.rst:290 -msgid "**Set Tags**: add, remove, and replace any number of tags." +#: ../../content/applications/productivity/documents.rst:302 +msgid "**Set Tags**: add, remove, and replace any number of tags;" msgstr "" -#: ../../content/applications/productivity/documents.rst:291 +#: ../../content/applications/productivity/documents.rst:303 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" -" done." +" done;" msgstr "" -#: ../../content/applications/productivity/documents.rst:292 +#: ../../content/applications/productivity/documents.rst:304 msgid "" "**Activities - Schedule Activity**: create a new activity linked to the file" " as configured in the action. You can choose to set the activity on the " @@ -2750,11 +2771,11 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:299 +#: ../../content/applications/productivity/documents.rst:311 msgid "Digitize documents with AI and optical character recognition (OCR)" msgstr "" -#: ../../content/applications/productivity/documents.rst:301 +#: ../../content/applications/productivity/documents.rst:313 msgid "" "Documents available in the Finance workspace can be digitized. Select the " "document to digitize, click :guilabel:`Create Bill`, :guilabel:`Create " @@ -2762,7 +2783,7 @@ msgid "" ":guilabel:`Send for Digitization`." msgstr "" -#: ../../content/applications/productivity/documents.rst:306 +#: ../../content/applications/productivity/documents.rst:318 msgid "" ":doc:`AI-powered document digitization " "<../finance/accounting/vendor_bills/invoice_digitization>`" @@ -8177,10 +8198,13 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 msgid "" diff --git a/locale/ar/LC_MESSAGES/sales.po b/locale/ar/LC_MESSAGES/sales.po index 9c0469321..5b6d745b5 100644 --- a/locale/ar/LC_MESSAGES/sales.po +++ b/locale/ar/LC_MESSAGES/sales.po @@ -6,17 +6,17 @@ # Translators: # Mustafa Rawi , 2023 # Martin Trigaux, 2024 -# Malaz Abuidris , 2024 # Wil Odoo, 2024 +# Malaz Abuidris , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -64,7 +64,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -80,7 +81,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1570,7 +1571,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2602,6 +2603,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2785,6 +2787,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "تحليل مخطط سير العمل " @@ -4999,6 +5168,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5009,20 +5216,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5030,7 +5237,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5041,49 +5248,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5092,35 +5299,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5132,11 +5339,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5144,17 +5351,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5162,7 +5369,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5173,7 +5380,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5181,11 +5388,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5193,7 +5400,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5202,34 +5409,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5242,7 +5449,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5250,7 +5457,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5260,7 +5467,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5655,6 +5862,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "الباعة الوسطاء " + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6458,64 +6903,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7368,6 +7809,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7391,6 +7833,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7925,40 +8368,59 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." msgstr "" +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" +msgstr "Vantiv payment method" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -8253,6 +8715,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "الخصومات" @@ -8944,7 +9407,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9124,19 +9587,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9148,32 +9611,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "فواتير العملاء " -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9185,43 +9648,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9231,23 +9694,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9261,7 +9724,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -10990,7 +11453,7 @@ msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:86 msgid "**North America region**" -msgstr "" +msgstr "**North America region**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" @@ -11010,7 +11473,7 @@ msgstr "Amazon.com.mx" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "US" -msgstr "" +msgstr "US" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "Amazon.com" @@ -11018,7 +11481,7 @@ msgstr "Amazon.com" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**Europe region**" -msgstr "" +msgstr "**Europe region**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" @@ -11046,7 +11509,7 @@ msgstr "Amazon.fr" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "UK" -msgstr "" +msgstr "UK" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "Amazon.co.uk" @@ -13331,7 +13794,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13920,23 +14383,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13949,7 +14466,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13962,14 +14479,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13981,14 +14498,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13996,7 +14513,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -14004,7 +14521,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -14015,7 +14532,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -14028,7 +14545,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -14036,12 +14553,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" @@ -16556,7 +17073,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -17032,13 +17549,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17047,7 +17616,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17056,13 +17625,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17074,35 +17643,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17110,7 +17679,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17119,7 +17688,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17127,14 +17696,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17148,7 +17717,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17156,29 +17725,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17190,47 +17759,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "الشروط" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17238,31 +17807,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17695,7 +18264,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18133,11 +18702,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18148,24 +18717,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18174,7 +18842,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18182,20 +18850,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18203,110 +18871,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18314,7 +18895,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18327,7 +18908,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18339,26 +18920,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18366,7 +18947,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18375,7 +18956,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18385,14 +18966,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18400,7 +18981,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18408,28 +18989,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18442,19 +19023,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18466,14 +19047,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18481,11 +19062,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18499,7 +19080,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18512,57 +19093,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr ":doc:`import`" @@ -19156,7 +19737,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -19287,7 +19868,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -19304,7 +19885,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19335,7 +19916,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19356,7 +19937,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20312,7 +20893,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20320,19 +20901,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20341,13 +20930,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20355,24 +20944,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20380,7 +20969,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20391,7 +20980,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20399,63 +20988,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20465,7 +21054,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20476,7 +21065,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20484,13 +21073,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/ar/LC_MESSAGES/websites.po b/locale/ar/LC_MESSAGES/websites.po index c3d6fb083..63f653c26 100644 --- a/locale/ar/LC_MESSAGES/websites.po +++ b/locale/ar/LC_MESSAGES/websites.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Malaz Abuidris , 2024 # Wil Odoo, 2024 +# Malaz Abuidris , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -758,7 +758,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "التهيئة " @@ -873,14 +873,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -904,37 +902,37 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -944,11 +942,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1349,6 +1347,18 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -6516,140 +6526,89 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." msgstr "" +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" +msgstr ":doc:`Pages <../pages>`" + #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" msgstr "أسماء النطاقات " diff --git a/locale/de/LC_MESSAGES/administration.po b/locale/de/LC_MESSAGES/administration.po index a58d444ab..6dde8be7a 100644 --- a/locale/de/LC_MESSAGES/administration.po +++ b/locale/de/LC_MESSAGES/administration.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -649,9 +649,8 @@ msgid "Deactivated features" msgstr "Deaktivierte Funktionen" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" -"Hier finden Sie eine unvollständige Liste der deaktivierten Parameter:" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -681,7 +680,11 @@ msgstr "Liefermethoden" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr ":abbr:`IAP (In-App Purchase)`-Token" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -5098,7 +5101,6 @@ msgstr "Admin" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -9139,14 +9141,7 @@ msgstr "Oktober 2026 (geplant)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "August 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -9164,6 +9159,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "August 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Juni 2023" diff --git a/locale/de/LC_MESSAGES/essentials.po b/locale/de/LC_MESSAGES/essentials.po index cf801503b..513a159b8 100644 --- a/locale/de/LC_MESSAGES/essentials.po +++ b/locale/de/LC_MESSAGES/essentials.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -30,74 +30,57 @@ msgstr "Odoo-Grundlagen" msgid "Activities" msgstr "Aktivitäten" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" "*Aktivitäten* sind Folgeaufgaben, die an einen Datensatz in einer Odoo-" "Datenbank gebunden sind." -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" -"Das Symbol, mit dem Aktivitäten angezeigt werden, variiert je nach " -":ref:`Aktivitätstyp `:" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" -":guilabel:`🕘 (Uhr)`: das Standardsymbol, das erscheint, wenn nichts geplant " -"ist." - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" -":guilabel:`📞 (Telefon)`: dieses Symbol erscheint, wenn ein Anruf geplant " -"ist." - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." -msgstr "" -":guilabel:`✉️ (Brief)`: dieses Symbol erscheint, wenn eine E-Mail geplant " -"ist." #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" -":guilabel:`✔️ (Kästchen)`: dieses Symbol erscheint, wenn eine Aufgabe " -"geplant ist." #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" -":guilabel:`(Personengruppe)`: Dieser Symbol erscheint, wenn ein Meeting " -"geplant wurde." #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" -":guilabel:`(Pfeil nach oben über eine Linie)`: Dieses Symbol erscheint, wenn" -" ein Dokument hochgeladen werden soll." #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -":guilabel:`(Bleistift in einer Box)`: Dieses Symbol erscheint, wenn eine " -"Signaturanfrage geplant ist." -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Aktivitäten planen" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -109,17 +92,17 @@ msgstr "" "`, eine :ref:`Listenansicht ` oder eine " ":ref:`Aktivitätenansicht ` einer App enthält." -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" "Aktivitäten können aus dem Chat eines beliebigen Datensatzes erstellt " "werden." -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -135,32 +118,24 @@ msgstr "" msgid "New activity type form." msgstr "Formular für neuen Aktivitätstyp." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Kanban-Ansicht" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -"Eine weitere Möglichkeit, Aktivitäten zu erstellen, ist die Kanban-Ansicht " -"in einer App." -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." -msgstr "Das Kanban-Symbol im oberen Menü, hervorgehoben." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." +msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" -"Klicken Sie dazu auf das Symbol :guilabel:`🕘 (Uhr)`, das sich am unteren " -"Rand eines einzelnen Datensatzes befindet." - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -175,79 +150,63 @@ msgstr "" "Kanban-Ansicht der CRM-Pipeline und die Möglichkeit, eine Aktivität zu " "planen" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -"Wenn ein Datensatz bereits eine geplante Aktivität enthält, wird das Symbol " -":guilabel:`🕘 (Uhr)` durch das Symbol für die bestehende geplante Aktivität " -"ersetzt. Klicken Sie auf das Symbol des Aktivitätstyps, um eine weitere " -"Aktivität zu planen." -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Listenansicht" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." -msgstr "Aktivitäten können auch über eine Listenansicht erstellt werden." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." +msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" -"Wenn die Spalte :guilabel:`Aktivitäten` ausgeblendet ist, schalten Sie sie " -"mit dem Symbol :guilabel:`(zusätzliche Optionen umschalten)` ganz rechts in " -"der oberen Zeile ein, dargestellt durch zwei horizontale Linien mit zwei " -"Punkten." - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." -msgstr "" -"Klicken Sie dann auf das Symbol :guilabel:`🕘 (Uhr)` für den Datensatz, dem " -"die Aktivität hinzugefügt werden soll, und dann auf :guilabel:`+ Eine " -"Aktivität planen`. :ref:`Füllen Sie das Formular aus `, das" -" erscheint." #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" "Listenansicht der CRM-Pipeline und die Möglichkeit, eine Aktivität zu planen" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Aktivitätsansicht" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -"Die meisten Apps in Odoo verfügen über eine *Aktivitätsansicht*. Wenn diese " -"verfügbar ist, wird ein :guilabel:`🕘 (Uhr)`-Aktivitätssymbol oben rechts in " -"der Hauptmenüleiste angezeigt." -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" -"Um die Aktivitätsansicht zu öffnen, klicken Sie auf das Aktivitätssymbol " -":guilabel:`🕘 (Uhr)`." #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "Menü oben rechts mit dem Aktivitätssymbol." -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." @@ -256,7 +215,7 @@ msgstr "" "aufgelistet, während die horizontalen Einträge alle einzelnen Datensätze " "darstellen." -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." @@ -265,7 +224,7 @@ msgstr "" " Aktivitäten, die orange erscheinen, sind heute fällig, während Aktivitäten," " die rot erscheinen, überfällig sind." -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " @@ -275,7 +234,7 @@ msgstr "" "dar und zeigen eine Zahl an, die angibt, wie viele Aktivitäten für diesen " "Typ geplant sind." -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." @@ -283,26 +242,18 @@ msgstr "" "Wenn für einen Datensatz mehrere Aktivitätstypen geplant sind, erscheint in " "dem Feld eine Zahl, die die Gesamtzahl der geplanten Aktivitäten angibt." -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"Die Farben der Aktivitäten und ihre Beziehung zum Fälligkeitsdatum einer " -"Aktivität sind in ganz Odoo einheitlich, unabhängig vom Aktivitätstyp oder " -"der Ansicht." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" -"Um eine Aktivität für einen Datensatz zu planen, bewegen Sie den Mauszeiger " -"über das entsprechende Feld, woraufhin ein :guilabel:`➕ (Pluszeichen)` " -"erscheint. Klicken Sie auf das :guilabel:`➕ (Pluszeichen)`, und :ref:`füllen" -" Sie dann das Formular zum Planen der Aktivität aus `." #: ../../content/applications/essentials/activities.rst-1 msgid "" @@ -311,11 +262,11 @@ msgstr "" "Aktivitätsansicht der CRM-Pipeline und die Möglichkeit, eine Aktivität zu " "planen" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "Formular „Aktivität planen“" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -329,12 +280,12 @@ msgstr "" ":ref:`Kanban-Ansicht `, der :ref:`Listenansicht " "` oder der :ref:`Aktivitätsansicht `." -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "Füllen Sie die folgenden Informationen des Formulars aus:" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -347,19 +298,7 @@ msgstr "" "welche anderen Apps installiert sind, können weitere Optionen verfügbar " "sein." -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" -"Einzelne Apps verfügen über eine Liste von speziellen :ref:`Aktivitätstypen " -"`. Wenn Sie z. B. die *Verkaufapp* installieren, steht " -"Ihnen :guilabel:`Auftragsupsell` zur Verfügung, während die Installation der" -" *E-Signatur*-App :guilabel:`Signatur anfragen` zur Verfügung stellt." - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." @@ -367,7 +306,7 @@ msgstr "" ":guilabel:`Zusammenfassung`: Geben Sie eine kurze Beschreibung der Aktivität" " ein, wie `Vorschlag besprechen`." -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." @@ -375,7 +314,7 @@ msgstr "" ":guilabel:`Fälligkeitsdatum`: Wählen Sie über das Kalender-Pop-over die " "Frist der Aktivität aus." -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " @@ -385,7 +324,7 @@ msgstr "" "Feld aus. Um der Aktivität einen anderen Benutzer zuzuweisen, wählen Sie ihn" " aus dem Dropdown-Menü aus." -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." @@ -393,7 +332,7 @@ msgstr "" ":guilabel:`Notizen`: Fügen Sie jegliche Informationen für die Aktivität in " "diesem Feld ein." -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" @@ -401,7 +340,7 @@ msgstr "" "Wenn das Pop-up-Fenster :guilabel:`Aktivität planen` abgeschlossen ist, " "klicken Sie auf eine der folgenden Schaltflächen:" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." @@ -409,7 +348,7 @@ msgstr "" ":guilabel:`Kalender öffnen`: öffnet den Kalender des Benutzer, um die " "Aktivität hinzuzufügen und zu planen." -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" @@ -419,7 +358,7 @@ msgstr "" "ein Pop-up-Fenster :guilabel:`Neues Ereignis` erscheint. Die Zusammenfassung" " aus dem Pop-up-Fenster *Aktivität planen* füllt das Feld :guilabel:`Titel`." -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " @@ -430,7 +369,7 @@ msgstr "" "planen. Sobald die Aktivität geplant ist, wird sie dem Chatter unter dem " "Abschnitt :guilabel:`Geplante Aktivitäten` hinzugefügt." -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " @@ -440,7 +379,7 @@ msgstr "" ":guilabel:`Aktivitätstyp` entweder auf :guilabel:`Anruf` oder " ":guilabel:`Meeting` eingestellt ist." -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." @@ -448,7 +387,7 @@ msgstr "" ":guilabel:`Planen`: plant die Aktivität und fügt die Aktivität zum Chatter " "unter :guilabel:`Geplante Aktivitäten` hinzu." -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " @@ -458,7 +397,7 @@ msgstr "" "dem Chatter unter :guilabel:`Heute` hinzu. Die Aktivität ist nicht geplant, " "sondern wird automatisch als erledigt markiert." -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -470,7 +409,7 @@ msgstr "" " geplant, sondern wird automatisch als erledigt markiert und ein neues Pop-" "up-Fenster :guilabel:`Aktivität planen` erscheint." -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -482,27 +421,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "Ansicht von CRM-Leads und die Möglichkeit, eine Aktivität zu planen" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "Alle geplanten Aktivitäten" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -"Um eine konsolidierte Liste der Aktivitäten, geordnet nach Apps, anzuzeigen," -" klicken Sie auf das Symbol :guilabel:`🕘 (Uhr)` im Kopfmenü oben rechts." -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -"Wenn Aktivitäten geplant sind, erscheint die Anzahl der Aktivitäten in einer" -" roten Blase auf dem Symbol :guilabel:`🕘 (Uhr)`." -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -516,7 +451,7 @@ msgstr "" ":guilabel:`Verspätet`, :guilabel:`Heute` fällig und :guilabel:`Anstehend` " "sind." -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " @@ -526,7 +461,7 @@ msgstr "" "Aktivität geplant und im Dashboard *Zuweisungen* sind sechs Aktivitäten " "geplant." -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -543,11 +478,11 @@ msgstr "" "Die Liste der Aktivitäten, auf die Sie über die Hauptmenüleiste zugreifen können. Zwei Einträge für die Abwesenheitsapp\n" "sind hervorgehoben." -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "Ein Dokument anfragen" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -559,14 +494,14 @@ msgstr "" ":guilabel:`Dokument anfragen` erscheint. Klicken Sie auf :guilabel:`Dokument" " anfragen` und ein Pop-up-Fenster :guilabel:`Datei anfragen` erscheint." -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" ":guilabel:`Dokumentname`: Geben Sie einen Namen für das angefragte Dokument " "ein." -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." @@ -574,7 +509,7 @@ msgstr "" ":guilabel:`Anfrage an`: Wählen Sie den Benutzer, an den die Dokumentanfrage " "gesendet werden soll, aus dem Dropdown-Menü aus." -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -589,7 +524,7 @@ msgstr "" "die gewünschte Zeitspanne aus. Die Optionen sind :guilabel:`Tage`, " ":guilabel:`Wochen`, oder :guilabel:`Monate`." -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." @@ -598,7 +533,7 @@ msgstr "" "` aus dem Dropdown-Menü aus, in dem das Dokument " "hochgeladen werden soll." -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " @@ -608,7 +543,7 @@ msgstr "" "Dropdown-Menü aus. Die verfügbaren angezeigten Stichwörter basieren auf den " "für den ausgewählten :guilabel:`Arbeitsbereich` konfigurierte Stichwörter." -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." @@ -616,7 +551,7 @@ msgstr "" ":guilabel:`Nachricht`: Geben Sie eine Nachricht ein, um die Dokumentanfrage " "in diesem Feld zu erklären." -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -631,11 +566,11 @@ msgstr "" "Das Formular „Datei anfragen“, mit allen ausgefüllten Feldern, um einen " "Vertrag anzufragen." -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "Aktivitätstypen" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -652,7 +587,7 @@ msgstr "" "Schaltfläche „Aktivitätstypen” in der Einstellungen-App im Abschnitt " "„Dialog“." -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -660,15 +595,27 @@ msgstr "" "Auf diese Weise gelangen Sie auf die Seite :guilabel:`Aktivitätstypen`, auf " "der Sie die vorhandenen Aktivitätstypen finden." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Einzelne Apps verfügen über eine Liste von *Aktivitätstypen*, die für diese " +"App bestimmt sind. Um beispielsweise die für die *CRM-App* verfügbaren " +"Aktivitäten anzuzeigen und zu bearbeiten, gehen Sie zu :menuselection:`CRM " +"--> Konfiguration --> Aktivitätstypen`." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "Die bereit konfigurierten und verfügbaren Liste der Aktivitätstypen." -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "Aktivitätstypen bearbeiten" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." @@ -677,24 +624,19 @@ msgstr "" " klicken Sie auf den Aktivitätstyp, und das Formular für die Aktivitätstyp " "wird geladen." -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -"Nehmen Sie alle gewünschten Änderungen am Formular für den Aktivitätstyp " -"vor. Das Formular wird automatisch gespeichert. Sie können es aber auch " -"jederzeit manuell speichern, indem Sie auf die Option :guilabel:`Manuell " -"speichern` klicken, die durch ein :guilabel:`(Cloud-Upload)`-Symbol in der " -"oberen linken Ecke der Seite dargestellt wird." -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "Neue Aktivitätstypen erstellen" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " @@ -704,7 +646,7 @@ msgstr "" " Sie auf :guilabel:`Neu` auf der Seite :guilabel:`Aktivitätstypen` und ein " "leeres Aktivitätsartenformular wird geladen." -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." @@ -712,11 +654,11 @@ msgstr "" "Geben Sie oben im Formular einen :guilabel:`Name` für den Aktivitätstyp ein " "und tragen Sie dann die folgenden Informationen in das Formular ein." -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "Abschnitt „Aktivitätseinstellungen”" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " @@ -727,7 +669,7 @@ msgstr "" "bestimmte Verhaltensweisen aus, nachdem eine Aktivität geplant wurde, wie z." " B.:" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." @@ -735,7 +677,7 @@ msgstr "" ":guilabel:`Dokument hochladen`: Wenn ausgewählt, wird ein Link zum Hochladen" " eines Dokuments direkt zu der geplanten Aktivität im Chatter hinzugefügt." -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." @@ -744,7 +686,7 @@ msgstr "" "die Möglichkeit, ihren Kalender zu öffnen, um einen Termin für diese " "Aktivität zu planen." -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " @@ -755,7 +697,7 @@ msgstr "" "Fensters zur Anforderung einer Signatur hinzugefügt. Dazu muss Odoo " "*E-Signatur* installiert sein." -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." @@ -763,7 +705,7 @@ msgstr "" "Die verfügbaren Aktivitätstypen hängen von den installierten Apps in der " "Datenbank ab." -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -775,7 +717,7 @@ msgstr "" "gespeichert werden soll. Dieses Feld erscheint **nur**, wenn " ":guilabel:`Dokument hochladen` für die :guilabel:`Aktion` ausgewählt wurde." -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." @@ -783,7 +725,7 @@ msgstr "" "Wählen Sie aus dem Dropdown-Menü den :guilabel:`Ordner`, in dem das Dokument" " gespeichert wird." -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -796,7 +738,7 @@ msgstr "" "leer lassen, wird die Aktivität dem Benutzer zugewiesen, der die Aktivität " "erstellt." -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." @@ -804,7 +746,7 @@ msgstr "" ":guilabel:`Standardzusammenfassung`: Geben Sie eine Notiz ein, die immer " "dann erscheint, wenn dieser Aktivitätstyp erstellt wird." -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -815,7 +757,7 @@ msgstr "" "Aktivität übernommen. Sie können jedoch geändert werden, bevor die Aktivität" " geplant oder gespeichert wird." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." @@ -824,17 +766,17 @@ msgstr "" "damit Aktivitäten, die als `Erledigt` markiert wurden, in der " ":ref:`Aktivitätsansicht ` sichtbar bleiben." -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" ":guilabel:`Standardnotiz`: Geben Sie eine beliebige Notiz ein, die mit der " "Aktivität erscheinen soll." -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "Abschnitt „Nächste Aktivität”" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." @@ -842,7 +784,7 @@ msgstr "" "Es ist möglich, eine weitere Aktivität vorzuschlagen oder auszulösen. Dazu " "konfigurieren Sie den Abschnitt :guilabel:`Nächste Aktivität`." -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -854,7 +796,7 @@ msgstr "" "Menü. Je nach gewählter Option wird entweder das Feld " ":guilabel:`Vorschlagen` oder :guilabel:`Auslösen` angezeigt." -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." @@ -862,7 +804,7 @@ msgstr "" "Das Feld :guilabel:`Verkettungstyp` erscheint **nicht**, wenn für die " ":guilabel:`Aktion` die Option :guilabel:`Dokument hochladen` gewählt wurde." -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -875,7 +817,7 @@ msgstr "" "Dropdown-Menü die Aktivität aus, die Sie empfehlen oder als Folgeaufgabe des" " Aktivitätstyps planen möchten." -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." @@ -883,7 +825,7 @@ msgstr "" ":guilabel:`Planen`: Konfigurieren Sie dieses Feld, wann die nächste " "Aktivität vorgeschlagen oder ausgelöst wurde." -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." @@ -891,7 +833,7 @@ msgstr "" "Geben Sie zunächst einen numerischen Wert ein, der angibt, wann die " "Aktivität vorgeschlagen oder ausgelöst wird." -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -903,7 +845,7 @@ msgstr "" "Wählen Sie aus der Liste die gewünschte Zeitspanne aus. Die Optionen sind " ":guilabel:`Tage`, :guilabel:`Wochen`, oder :guilabel:`Monate`." -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -917,14 +859,562 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "Formular für neue Aktivität mit allen ausgefüllten Feldern." -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr ":doc:`../productivity/discuss`" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr ":doc:`../productivity/discuss/team_communication`" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Kontakte" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Name" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Adresse" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "Reiter „Kontakte & Adressen“" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "Dem Kontaktformular einen Kontakt/Adresse hinzufügen." + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "Wählen Sie eine der folgenden Optionen aus:" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" +":guilabel:`Kontakt`: fügt dem bestehenden Kontaktformular einen weiteren " +"Kontakt hinzu." + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" +":guilabel:`Rechnungsadresse`: fügt dem bestehenden Kontaktformular eine " +"bestimmte Rechnungsadresse hinzu." + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" +":guilabel:`Lieferadresse`: fügt dem bestehenden Kontaktformular eine " +"bestimmte Lieferadresse hinzu." + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" +":guilabel:`Andere Adresse`: fügt dem bestehenden Kontaktformular eine " +"alternative Adresse hinzu." + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" +":guilabel:`Privatadresse`: fügt dem bestehenden Kontaktformular eine " +"Privatadresse hinzu." + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" +"Einen neuen Kontakt/eine neue Adresse auf dem Kontaktformular hinzufügen." + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "Reiter „Verkauf & Einkauf“" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "Bereich „Verkauf“" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "Reiter „Interne Notizen“" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Daten exportieren und importieren" diff --git a/locale/de/LC_MESSAGES/finance.po b/locale/de/LC_MESSAGES/finance.po index f53296164..ca585fb73 100644 --- a/locale/de/LC_MESSAGES/finance.po +++ b/locale/de/LC_MESSAGES/finance.po @@ -14,17 +14,17 @@ # Friederike Fasterling-Nesselbosch, 2023 # Felix Schubert , 2024 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Larissa Manderfeld, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larissa Manderfeld, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -95,7 +95,7 @@ msgstr "" "erfasst werden und die Konten immer ausgeglichen sind." #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" ":doc:`Spickzettel für die Buchhaltung `" @@ -119,11 +119,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`Ist-Versteuerung `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "Mehrere Unternehmen" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -138,11 +139,11 @@ msgstr "" "Unternehmen zugreifen, aber jeweils nur an der Buchhaltung eines einzigen " "Unternehmens arbeiten." -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "Mehrwährungsumgebung" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -160,7 +161,7 @@ msgstr "" "als auch den Währungswert der Transaktionen. Odoo erzeugt Währungsgewinne " "und -verluste nach der Abstimmung der Buchungszeilen." -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" @@ -168,11 +169,11 @@ msgstr "" ":doc:`Eine Bank in einer Fremdwährung verwalten " "`" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "Verwaltung von Zweigstellen" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" @@ -183,11 +184,11 @@ msgstr "" "Zweigstelle sowie die Einrichtung eines gemeinsamen Sperrdatums, das vom " "Hauptunternehmen verwaltet wird." -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "Internationale Normen" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -201,15 +202,15 @@ msgstr "" "Steuerpositionen, um regionale Besonderheiten wie den Kontenplan, Steuern " "oder andere Anforderungen zu berücksichtigen." -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`Steuerliche Lokalisierungspakete `" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "Forderungen und Verbindlichkeiten" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -220,7 +221,7 @@ msgstr "" "**Kontakten** verknüpft sind, können Sie einen Bericht pro Kunde, Lieferant " "oder Anbieter erstellen." -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -230,14 +231,14 @@ msgstr "" " Sie finden Ihn unter :menuselection:`Buchhaltung --> Berichtswesen --> " "Partnerbuch`." -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Berichtswesen" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" @@ -245,120 +246,122 @@ msgstr "" "Folgende :doc:`Finanzberichte ` sind verfügbar und " "werden in Echtzeit aktualisiert:" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Finanzberichte" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Kontoauszug" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Bilanz" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Gewinn- und Verlustrechnung" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "Cashflow-Rechnung" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Steuerbericht" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "EG-Verkaufsliste" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Prüfung" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "Hauptbuch" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Rohbilanz" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "Journalbericht" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "Intrastat-Bericht" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "Scheckerfassung" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Partner" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "Partnerbuch" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "Überfällige Forderungen" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "Überfällige Verbindlichkeiten" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Verwaltung" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "Rechnungsanalyse" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "Nicht realisierte Währungsgewinne/-verluste" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "Abschreibungsplan" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "Unzulässige Spesen" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "Budgetanalyse" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "Produktmargen" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "1099-Berichte" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." @@ -366,7 +369,7 @@ msgstr "" ":doc:`Erstellen Sie Berichte und passen Sie sie an " "` mithilfe der Berichtsmachine von Odoo." -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." @@ -375,7 +378,7 @@ msgstr "" "Besteuerungszeiträume und verwendet diese Summen zur Berechnung der " "Steuerschuld." -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -386,7 +389,7 @@ msgstr "" " betreffen. Jede Korrektur von Kunden- oder Lieferantenrechnungen muss in " "der nächsten Periode erfasst werden." -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" @@ -396,12 +399,12 @@ msgstr "" "erzeugt werden, die auf der MwSt.-Plattform der zuständigen Steuerbehörde " "eingereicht werden kann." -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "Banksynchronisierung" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -414,15 +417,15 @@ msgstr "" "in ein Online-Banking-System einloggen oder auf Kontoauszüge in Papierform " "warten zu müssen." -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`Banksynchronisierung `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "Lagerbewertung" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -433,17 +436,17 @@ msgstr "" "sind Standardpreis, Durchschnittspreis, :abbr:`LIFO (Last-In, First-Out)` " "und :abbr:`FIFO (First-In, First-Out).`" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "Gewinnrücklage" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -456,11 +459,11 @@ msgstr "" "ist. Der Gewinn- und Verlustsaldo wird automatisch im Bilanzbericht " "ausgewiesen." -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "Treuhänder" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -470,12 +473,12 @@ msgstr "" " --> Konfiguration --> Einstellungen --> Wirtschaftsprüfungsmodus` aktiviert" " werden. Wenn aktiviert:" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" "- Die Sequenz des Dokuments wird für alle Dokumente bearbeitbar gemacht." -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -484,7 +487,7 @@ msgstr "" "automatische Erstellung von Zeilen mit dem richtigen Konto und den richtigen" " Steuern zu beschleunigen und zu kontrollieren." -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -492,7 +495,7 @@ msgstr "" ":guilabel:`Ausgangsrechnungsdatum` und :guilabel:`Eingangsrechnungsdatum` " "werden bei der Codierung einer Transaktion vorausgefüllt." -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -742,10 +745,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -3567,6 +3572,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Steuern" @@ -5314,7 +5320,7 @@ msgstr "" "Datei." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -7683,10 +7689,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" -":ref:`Andere Methoden der Bestandsbewertung " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 msgid "" @@ -8375,11 +8379,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" -":ref:`Angelsächsisch vs. Kontinental " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 msgid "" @@ -8836,6 +8838,7 @@ msgstr "Retoure, um 10 Dollar zurückzubekommen." #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Kontenplan" @@ -8869,11 +8872,11 @@ msgstr "Dropdown-Schaltfläche" msgid "Group the accounts by type in Odoo Accounting" msgstr "Die Konten nach Typ in Odoo Buchhaltung gruppieren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "Konfiguration eines Kontos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -8890,7 +8893,7 @@ msgstr "" "konfiguriert ist. Sie können ihn direkt verwenden oder ihn nach den " "Bedürfnissen Ihres Unternehmens einstellen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " @@ -8901,7 +8904,7 @@ msgstr "" "füllen Sie (zumindest) die erforderlichen Felder aus (:guilabel:`Code, " "Kontoname, Typ`)." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -8909,11 +8912,11 @@ msgstr "" "Es ist nicht möglich, die **Steuerliche Lokalisierung** eines Unternehmens " "zu ändern, sobald eine Journalbuchung gebucht worden ist." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "Code und Name" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." @@ -8921,12 +8924,12 @@ msgstr "" "Jedes Konto wird durch seinen :guilabel:`Code` und :guilabel:`Namen` " "identifiziert, der auch den Zweck des Kontos angibt." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Typ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -8934,23 +8937,23 @@ msgstr "" "Die korrekte Konfiguration des **Kontotyps** ist von entscheidender " "Bedeutung, da sie mehreren Zwecken dient:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "Informationen über den Zweck und das Verhalten des Kontos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "Erstellung von länderspezifischen Rechts- und Finanzberichten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "Festlegen der Regeln für den Abschluss eines Geschäftsjahres" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "Eröffnungsbuchungen anlegen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" @@ -8959,42 +8962,42 @@ msgstr "" " :guilabel:`Typ` und wählen den entsprechenden Typ aus der folgenden Liste " "aus:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Bericht" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Kategorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Kontotypen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Bilanz" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Vermögensgegenstände" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Forderung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank und Bargeld" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -9002,92 +9005,92 @@ msgstr "Bank und Bargeld" msgid "Current Assets" msgstr "Umlaufvermögen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Anlagevermögen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Vorauszahlungen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Sachanlagen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Verbindlichkeiten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Verbindlichkeit" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Kreditkarte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Kurzfristige Verbindlichkeiten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Langfristige Verbindlichkeiten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Eigenkapital" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Erträge des laufenden Jahres" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Gewinn & Verlust" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Einkommen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Sonstige betriebliche Erträge" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Ausgabe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Abschreibung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Umsatzkosten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Andere" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Außerbilanziell" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " @@ -9098,16 +9101,16 @@ msgstr "" "klicken Sie auf :guilabel:`Ansicht` in einer Kontozeile und wechseln Sie zum" " Reiter :guilabel:`Automatisierung`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" "Sie haben drei Möglichkeiten für den Reiter :guilabel:`Automatisierung`:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`Nein`: Dies ist der Standardwert. Nichts passiert." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -9117,7 +9120,7 @@ msgstr "" "Konto gebucht wird, wird eine Entwurfsbuchung erstellt, aber nicht " "validiert. Sie müssen zunächst das entsprechende Formular ausfüllen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -9128,12 +9131,12 @@ msgstr "" "dem Konto gebucht wird, wird eine Buchungsposten erstellt und sofort " "validiert." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Standardsteuern" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." @@ -9142,11 +9145,11 @@ msgstr "" " die angewendet wird, wenn dieses Konto für einen Produktverkauf oder " "-einkauf ausgewählt wird." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Stichwörter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -9158,11 +9161,11 @@ msgstr "" "und wählen Sie ein bestehendes Stichwort oder :guilabel:`erstellen` Sie ein " "neues." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Kontengruppen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -9178,11 +9181,11 @@ msgstr "" "Teil der Gruppe `131000` sein. Sie können einem Konto im Feld " ":guilabel:`Gruppe` unter :guilabel:`Ansicht` eine bestimmte Gruppe zuweisen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "Kontengruppen manuell erstellen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -9191,7 +9194,7 @@ msgstr "" "folgende Abschnitt ist nur für seltene und fortgeschrittene Anwendungsfälle " "gedacht." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -9212,7 +9215,7 @@ msgstr "" msgid "Account groups creation." msgstr "Erstellung von Kontogruppen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -9227,11 +9230,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Kontogruppen in Rohbilanz in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "Abstimmung ermöglichen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -9240,7 +9243,7 @@ msgstr "" "Zahlungsverfahrens, können für die Abstimmung von Journalbuchungen verwendet" " werden." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -9252,7 +9255,7 @@ msgstr "" "wird. Daher muss das Konto, das für die Erfassung von Kreditkartenzahlungen " "verwendet wird, so konfiguriert werden, dass es **Abstimmung ermöglicht**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -9266,11 +9269,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "Kontenabstimmung in Odoo Buchhaltung ermöglichen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Nicht mehr verwendet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -9283,23 +9286,23 @@ msgstr "" "verwendet` in den Einstellungen des Kontos aus und :guilabel:`Speichern` " "Sie." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -9307,7 +9310,7 @@ msgstr "" "`Odoo-Tutorials: Kontenplan `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9731,7 +9734,7 @@ msgid "Total to pay" msgstr "Insgesamt zu zahlen" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Bankabstimmung" @@ -10378,11 +10381,11 @@ msgstr "" "`Odoo-Tutorials: Bankkonfiguration `_" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "Zahlung aus einer Ein- oder Ausgangsrechnung registrieren" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -10403,7 +10406,7 @@ msgstr "" "wird, wechselt die Rechnung oder Lieferantenrechnung in den Status " ":guilabel:`Bezahlt`." -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -10417,7 +10420,7 @@ msgstr "" msgid "See detailed information of a payment." msgstr "Anzeige detaillierterer Informationen einer Zahlung." -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." @@ -10425,7 +10428,7 @@ msgstr "" "Die Kunden- oder Lieferantenrechnung muss den :guilabel:`Gebucht`-Status " "haben, um die Zahlung zu registrieren." -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." @@ -10433,7 +10436,7 @@ msgstr "" "Wenn Sie eine Zahlung nicht abgestimmt haben, erscheint sie weiterhin in " "Ihren Büchern, ist aber nicht mehr mit der Rechnung verknüpft." -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -10443,7 +10446,7 @@ msgstr "" "automatisch eine Journalbuchung erstellt, um den Betrag der " "Wechselkursgewinne/-verluste (Rückbuchung) zu buchen." -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -10453,7 +10456,7 @@ msgstr "" "(nicht) abstimmen, wird automatisch eine Journalbuchung erstellt, um den " "Steuerbetrag mit Ist-Versteuerung (Rückbuchung) zu buchen." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -10465,13 +10468,13 @@ msgstr "" "registriert wurde (nicht in Verbindung mit einem Kontoauszug), werden Ein- " "und Ausgangsrechnungen direkt als :guilabel:`Bezahlt` registriert." -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" "Zahlungen registrieren, die nicht an eine Ein- oder Ausgangsrechnung " "gebunden sind" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -10485,11 +10488,11 @@ msgstr "" "Konto für **offene Rechnungen** verknüpft, bis es manuell mit der " "zugehörigen Rechnung abgeglichen wird." -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "Ein- und Ausgangsrechnungen mit Zahlungen abgleichen" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -10509,7 +10512,7 @@ msgstr "" "Zeigt die Option HINZUFÜGEN an, um eine Ein- oder Ausgangsrechnung mit einer" " Zahlung abzustimmen." -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." @@ -10517,11 +10520,11 @@ msgstr "" "Die Ein- oder Ausgangsrechnung wird nun als :guilabel:`In Zahlung` markiert," " bis sie mit dem entsprechenden Kontoauszug abgestimmt ist." -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "Sammelzahlung" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -10542,19 +10545,19 @@ msgstr "" "einem Stapel zusammenfassen, indem Sie auf :menuselection:`Aktion --> " "Sammelzahlung erstellen` klicken." -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "Zahlungsabgleich" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -10578,7 +10581,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "Menü zum Zahlungsabgleich im Dropdown-Menü." -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -10589,11 +10592,11 @@ msgstr "" "entweder zu einem späteren Zeitpunkt abgestimmt werden oder direkt " "ausgebucht werden." -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "Sammelzahlungsabgleich" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -10616,11 +10619,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "Die Option zur Abstimmung von Sammelzahlungen." -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "Eine Teilzahlung registrieren" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -10645,11 +10648,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "Teilzahlung einer Ein- oder Ausgangsrechnung." -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "Zahlungen mit Kontoauszügen abstimmen" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -12179,6 +12182,7 @@ msgid "Compatible check stationery for printing checks" msgstr "Kompatibles Scheckbriefpapier zum Drucken von Schecks" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Vereinigte Staaten von Amerika" @@ -12744,11 +12748,11 @@ msgstr "" "Die **Bilanz** zeigt eine Momentaufnahme der Aktiva, Passiva und des " "Eigenkapitals Ihrer Organisation zu einem bestimmten Datum." -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Gewinn und Verlust" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -12758,11 +12762,11 @@ msgstr "" "Nettoeinkommen Ihrer Organisation, indem die Ausgaben von den Einnahmen für " "den Berichtszeitraum abgezogen werden." -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Kurzbericht" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." @@ -12770,7 +12774,7 @@ msgstr "" "Der **Kurzbericht** ermöglicht Ihnen einen schnellen Blick auf alle " "wichtigen Zahlen, die Sie für die Führung Ihres Unternehmens benötigen." -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" @@ -12778,15 +12782,15 @@ msgstr "" "Das ist, ganz einfach ausgedrückt, das, was jeder der Punkte in diesem " "Abschnitt berichtet:" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**Leistung:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**Bruttogewinnspanne**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." @@ -12795,11 +12799,11 @@ msgstr "" "direkten Kosten, die für die Erzielung dieser Verkäufe erforderlich sind (z." " B. Arbeit, Material usw.), leistet." -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**Nettogewinnspanne**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -12811,11 +12815,11 @@ msgstr "" "Gemeinkosten Ihres Unternehmens (Dinge wie Miete, Strom, Steuern, die Sie " "aufgrund dieser Verkäufe zahlen müssen), leistet." -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**Kapitalrendite (jährlich):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." @@ -12823,15 +12827,15 @@ msgstr "" "Das Verhältnis zwischen dem erzielten Nettogewinn und dem Vermögen, das das " "Unternehmen zur Erzielung dieses Gewinns eingesetzt hat." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**Position:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**Durchschnittliche Debitorenlaufzeit**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." @@ -12839,11 +12843,11 @@ msgstr "" "Die durchschnittliche Anzahl der Tage, die Ihre Kunden brauchen, um Sie " "(vollständig) zu bezahlen, für alle Ihre Kundenrechnungen." -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**Durchschnittliche Kreditorenlaufzeit**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." @@ -12851,11 +12855,11 @@ msgstr "" "Die durchschnittliche Anzahl der Tage, die Sie brauchen, um Ihre Lieferanten" " (vollständig) zu bezahlen, für alle Ihre Rechnungen." -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**Kurzfristige Liquiditätsprognose:**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -12865,11 +12869,11 @@ msgstr "" "ausgeht, d. h. der Saldo Ihres **Verkaufskontos** für den Monat abzüglich " "des Saldos Ihres **Einkaufskontos** für den Monat." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**Umlaufvermögen zu Verbindlichkeiten**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -12883,11 +12887,11 @@ msgstr "" "Dies wird in der Regel als Maß für die Fähigkeit eines Unternehmens " "verwendet, seine Schulden zu bedienen." -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Hauptbuch" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -12902,11 +12906,11 @@ msgstr "" "Bericht ist nützlich, um jede Transaktion zu überprüfen, die in einem " "bestimmten Zeitraum stattgefunden hat." -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Überfällige Verbindlichkeiten" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " @@ -12916,11 +12920,11 @@ msgstr "" "Informationen zu einzelnen Rechnungen, Gutschriften und Überzahlungen " "anzuzeigen, die Sie schulden, und wie lange diese unbezahlt geblieben sind." -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Überfällige Forderungen" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." @@ -12928,11 +12932,11 @@ msgstr "" "Der Bericht **Überfällige Forderungen** zeigt die Verkaufsrechnungen an, die" " im ausgewählten Monat und in den Monaten davor noch nicht bezahlt wurden." -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Cashflow-Rechnung" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -12942,12 +12946,12 @@ msgstr "" "Bilanzkonten und Erträgen auf die liquiden Mittel auswirken, und gliedert " "die Analyse in operative, investive und finanzierende Aktivitäten." -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Steuerbericht" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -16945,6 +16949,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -22849,6 +22857,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "Modulinstallation" @@ -25315,6 +25324,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -25466,6 +25476,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -26186,6 +26197,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Personalabrechnung" @@ -26765,7 +26777,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:824 msgid "Termination payments" -msgstr "" +msgstr "Kündigungszahlungen" #: ../../content/applications/finance/fiscal_localizations/australia.rst:826 msgid "" @@ -28052,6 +28064,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "Skonto" @@ -28075,6 +28088,7 @@ msgstr "" ":guilabel:`Immer (auf Rechnung)`." #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" @@ -28496,6 +28510,10 @@ msgid "" "using AvaTax (Avalara) through |API| calls. Moreover, taxes for services can" " be configured." msgstr "" +"Mit der brasilianischen Lokalisierung können Sie mit AvaTax (Avalara) über " +"|API|-Aufrufe automatisch Umsatzsteuern berechnen und eletronische " +"Rechnungen für Waren (NF-e) und für Dienstleistungen versenden. Außerdem " +"können Steuern für Dienstleistungen konfiguriert werden." #: ../../content/applications/finance/fiscal_localizations/brazil.rst:16 msgid "" @@ -28505,6 +28523,12 @@ msgid "" "account in AvaTax ` which needs to be configured in " "the general settings." msgstr "" +"Für die Umsatzsteuerberechnung und elektronische Rechnungsstellung für Waren" +" und Dienstleistungen müssen Sie die Felder :ref:`Kontakte " +"`, :ref:`Unternehmen `, :ref:`Produkte " +"` und :ref:`Ein Konto in Avatax erstellen " +"`, was in den allgemeinen Einstellungen von Odoo " +"konfiguriert werden kann." #: ../../content/applications/finance/fiscal_localizations/brazil.rst:21 msgid "" @@ -28555,15 +28579,17 @@ msgstr "`l10n_br_reports`" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:50 msgid "Accounting reports for Brazil." -msgstr "" +msgstr "Buchhaltungsberichte für Brasilien." #: ../../content/applications/finance/fiscal_localizations/brazil.rst:51 msgid ":guilabel:`AvaTax Brazil` & :guilabel:`AvaTax Brazil for Services`" msgstr "" +":guilabel:`AvaTax Brasilien` & :guilabel:`AvaTax Brasilien für " +"Dienstleistungen`" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:52 msgid "`l10n_br_avatax` & `l10n_br_avatax_services`" -msgstr "" +msgstr "`l10n_br_avatax` & `l10n_br_avatax_services`" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 msgid "Goods and Services tax computation through Avalara." @@ -29425,6 +29451,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Gutschriften" @@ -36149,7 +36176,7 @@ msgid "2-digits comparison" msgstr "2-Ziffern-Vergleich" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Vorlage" @@ -39658,7 +39685,21 @@ msgstr "" "überprüfen, bevor er ihn auf das **GST-Portal** hochlädt, indem er auf " ":guilabel:`GSTR-1-Bericht` klickt;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -39672,7 +39713,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "GSTR-1 im Status Im Versand" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -39688,7 +39729,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "GSTR-1 im Status Warten auf Status" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -39700,7 +39741,7 @@ msgstr "" ":guilabel:`Fehler in Rechnung` zeigt an, dass einige der Rechnungen nicht " "korrekt ausgefüllt sind, um vom **GST-Portal** validiert zu werden;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -39713,7 +39754,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "GSTR-1 Gesendet" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -39734,7 +39775,7 @@ msgstr "GSTR-1 Fehler in Rechnung" msgid "GSTR-1 Error in Invoice Log" msgstr "GSTR-1 Fehler in Rechnungsprotokoll" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -39748,11 +39789,11 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "GSTR-1 im Status Eingereicht" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "GSTR-2B erhalten" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" @@ -39761,7 +39802,7 @@ msgstr "" "Dadurch wird der **GSTR-2B**-Bericht automatisch mit Ihren Odoo-Rechnungen " "abgestimmt;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -39778,7 +39819,7 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "GSTR-2B in Warten auf Empfang" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " @@ -39788,7 +39829,7 @@ msgstr "" ":guilabel:`Wird verarbeitet`. Das bedeutet, dass Odoo den Bericht " "**GSTR-2B** mit Ihren Odoo-Rechnungen abstimmt;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" @@ -39796,7 +39837,7 @@ msgstr "" "Sobald dies geschehen ist, ändert sich der Status des Berichts **GSTR-2B** " "entweder auf :guilabel:`Abgeglichen` oder :guilabel:`Teilweise abgeglichen`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "Wenn der Status :guilabel:`Abgeglichen` ist:" @@ -39804,7 +39845,7 @@ msgstr "Wenn der Status :guilabel:`Abgeglichen` ist:" msgid "GSTR-2B Matched" msgstr "GSTR-2B Abgeglichen" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -39823,12 +39864,12 @@ msgstr "GSTR-2B Teilweise abgeglichen" msgid "GSTR-2B Reconciled Bills" msgstr "GSTR-2B Abgestimmte Rechnungen" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "GSTR-3-Bericht" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " @@ -39839,7 +39880,7 @@ msgstr "" "automatisch durch Extraktion von Informationen aus **GSTR-1** und **GSTR-2**" " generiert." -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" @@ -39849,7 +39890,7 @@ msgstr "" "vergleichen, der auf dem **GST-Portal** verfügbar ist, um zu überprüfen, ob " "sie übereinstimmen, indem Sie auf :guilabel:`GSTR-3-Bericht` klicken;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -39864,7 +39905,7 @@ msgstr "" msgid "GSTR-3" msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -39878,7 +39919,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "GSTR-3 Eintrag buchen" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -39889,15 +39930,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "GSTR-3 Eingereicht" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "Steuerberichte" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "GSTR-1-Bericht" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -39913,27 +39954,27 @@ msgstr "" msgid "GSTR-1 Report" msgstr "GSTR-1-Bericht" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "Der :guilabel:`GSTR-3`-Bericht enthält verschiedene Abschnitte:" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" "Angaben zu Ein- und Auslieferungen, die einer **Umkehrung der " "Steuerschuldnerschaft** unterliegen;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "Förderfähiges :abbr:`ITC (Income Tax Credit)`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" "Werte für **befreite**, **nicht steuerpflichtige** und **nicht-GST** " "eingehende Lieferungen;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" "Einzelheiten zu zwischenstaatlichen Lieferungen an **nicht registrierte** " @@ -41441,266 +41482,650 @@ msgstr "Kenia" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -":ref:`Installieren ` Sie die folgenden Module, um alle " -"Funktionen der kenianischen Lokalisierung zu erhalten:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" -msgstr ":guilabel:`Kenianische Buchhaltung`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "`l10n_ke`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" -"Durch die Installation dieses Moduls erhalten Sie Zugriff auf die Liste der " -"Konten, die in den lokalen Allgemein anerkannten Rechnungslegungsgrundsätze " -"verwendet werden, und auf die Liste der üblichen Steuern (MwSt. usw.)." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr ":guilabel:`Kenia - Buchhaltungsberichte`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" -msgstr "`l10n_ke_reports`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -"Durch die Installation dieses Moduls erhalten Sie Zugang zu verbesserten " -"Buchhaltungsberichten für Kenia, wie z.B. Gewinn und Verlust und Bilanzen." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 -msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 +msgid "" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" -"Außerdem müssen Sie das Paket **Integration des Tremol-Geräts für EDI in " -"Kenia** installieren, damit Sie Ihre Steuern mit dem G03-Tremol-Steuergerät " -"an die **Kenya Revenue Authority (KRA)** melden können:" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr ":guilabel:`Integration des Tremol-Geräts für EDI in Kenia`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" -msgstr "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -"Die Installation dieses Moduls lässt sich mit dem kenianischen G03-Tremol-" -"Steuergerät integrieren, um Steuern über TIMS an die KRA zu melden." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" -msgstr "Die drei Module für die kenianische steuerliche Lokalisierung in Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" -msgstr "Kenianische TIMS-Integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -"Die Kenya Revenue Authority (KRA) hat beschlossen, die Steuererhebung über " -"das **Tax Invoice Management System (TIMS)** zu digitalisieren. Ab dem 1. " -"Dezember 2022 sollen alle für die Mehrwertsteuer registrierten Personen mit " -"TIMS arbeiten. Ziel ist es, den Mehrwertsteuerbetrug zu reduzieren, die " -"Steuereinnahmen zu erhöhen und die Einhaltung der Mehrwertsteuer durch " -"Standardisierung, Validierung und Übermittlung der Rechnungen an die KRA in " -"Echtzeit oder nahezu in Echtzeit zu verbessern." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" -"Alle MwSt.-registrierten Steuerzahler sollten ein **konformes " -"Steuerregister** verwenden. Odoo beschloss, die Integration des " -"**Tremol-G03-Steuergeräts (Typ C)** zu entwickeln, das lokal über USB " -"betrieben werden kann. Dieses Gerät validiert Rechnungen, um " -"sicherzustellen, dass die Finanzdokumente den neuen Vorschriften " -"entsprechen, und sendet die validierten Steuerrechnungen direkt an die KRA. " -"Die Installation eines Proxy-Servers, der ein Gateway zwischen den Benutzern" -" und dem Internet bereitstellt, ist erforderlich." #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" -msgstr "Den Proxy-Server auf einem Windows-Gerät installieren" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -"Gehen Sie zu `odoo.com/download `_, " -"füllen Sie die erforderlichen Informationen aus und klicken Sie auf " -":guilabel:`Herunterladen`." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" -msgstr "Den Proxy-Server auf einem Windows-Gerät installieren" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 -msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." msgstr "" -"Sobald es auf Ihren Computer geladen ist, öffnet sich ein Assistent. Sie " -"müssen die Bedingungen der Vereinbarung lesen und ihnen zustimmen. Auf der " -"nächsten Seite wählen Sie die :guilabel:`Art der Installation: Odoo IoT`. " -"Klicken Sie dann auf :guilabel:`Weiter` und :guilabel:`Installieren`. Sobald" -" die Installation abgeschlossen ist, klicken Sie auf :guilabel:`Weiter`. " -"Aktivieren Sie das Kontrollkästchen :guilabel:`Odoo starten`, um automatisch" -" zu Odoo weitergeleitet zu werden, und klicken Sie dann auf " -":guilabel:`Beenden`." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "Ihre IoT-Box ist betriebsbereit" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 -msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." +msgid "List of fetched OSCU codes." msgstr "" -"Wenn das Gerät nicht erkannt wird, versuchen Sie, es erneut anzuschließen " -"oder klicken Sie auf die Schaltfläche :guilabel:`Neu starten` in der oberen " -"rechten Ecke." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" -msgstr "Daten mittel Tremol-G03-Steuergerät an die KRA senden" +msgid "Notices" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -"Prüfen Sie zunächst, ob die :ref:`Kenianische Buchhaltungsmodule " -"` in Ihrer Datenbank installiert sind. " -"Gehen Sie dann zu :menuselection:`Buchhaltung --> Konfiguration --> " -"Einstellungen --> Kenianische TIMS-Integration`, und überprüfen Sie, ob die " -":guilabel:`Proxy-Adresse des Steuergeräts` mit der Adresse der IoT-Box " -"übereinstimmt." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -"Um Daten an KRA zu senden, erstellen Sie eine neue Rechnung, indem Sie auf " -":menuselection:`Buchhaltungsdashboard --> Kundenrechnungen` gehen und auf " -":guilabel:`Neue Rechnung` klicken. Wenn Sie eine neue Rechnung bestätigen, " -"erscheint die Schaltfläche :guilabel:`Rechnung an Steuergerät senden`. Wenn " -"Sie darauf klicken, werden die Rechnungsdetails an das Gerät und vom Gerät " -"an die Regierung gesendet. Das Feld :guilabel:`CU-Rechnungsnummer` ist nun " -"in Ihrer Rechnung ausgefüllt und bestätigt, dass die Informationen gesendet " -"worden sind." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -"Der Reiter :guilabel:`Tremol-G03-Steuergerät` enthält Felder, die " -"automatisch ausgefüllt werden, sobald die Rechnung an die Regierung gesendet" -" wird:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -":guilabel:`CU-QR-Code`: Url vom KRA-Portal, die den QR-Code widergibt." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." -msgstr ":guilabel:`CU-Seriennummer`: gibt die Seriennummer des Geräts wider." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 -msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -":guilabel:`CU-Unterzeichnungsdatum und -zeit`: Das Datum und die Uhrzeit, " -"wann die Rechnung an die KRA gesendet wurde." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -"Wenn Sie auf :guilabel:`Senden und Drucken` klicken, wird eine .pdf-Datei " -"der Rechnung erstellt. Die :guilabel:`Infos zum kenianischen Steuergeräts` " -"ist auf dem Dokument vermerkt." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 +msgid "" +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Rechnungsstellung" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" -"Um zu überprüfen, ob die KRA die Rechnungsdaten erhalten hat, nehmen Sie die" -" :guilabel:`CU-Rechnungsnummer` und geben Sie sie im Bereich " -":guilabel:`Invoice Number Checker` auf der Website der Kenya Revenue " -"Authority `_ ein. Klicken Sie auf " -":guilabel:`Validieren` und suchen Sie die Rechnungsdetails." #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 msgid "Luxembourg" @@ -41950,6 +42375,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Anforderungen" @@ -45346,6 +45772,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -47818,7 +48245,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:122 msgid "Mobile Number" -msgstr "" +msgstr "Handynummer" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:131 msgid "PromptPay QR bank account configuration" @@ -48636,6 +49063,1423 @@ msgstr "" "verbinden` für andere im Vereinigten Königreich ansässige Unternehmen nicht " "mehr." +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Arbeitsverträge" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Sammelzahlung erstellen" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "Alle Zahlungen im Stapel müssen dieselbe Zahlungsmethode haben." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnam" @@ -50226,11 +52070,11 @@ msgstr "" "Nach **30 Tagen** wird die Transaktion **automatisch** von Authorize.Net " "storniert." -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "ACH-Zahlungen (nur USA)" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." @@ -50239,7 +52083,7 @@ msgstr "" "Überweisungssystem, das zwischen Bankkonten in den Vereinigten Staaten " "verwendet wird." -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -50251,7 +52095,7 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." @@ -50260,15 +52104,15 @@ msgstr "" ":guilabel:`Aktiviert` für ein normales Konto oder :guilabel:`Testmodus` für " "ein Sandbox-Konto." -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "Einen Authorize.Net-Kontoauszug importieren" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "Aus Authorize.Net exportieren" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "Um einen Kontoauszug zu exportieren:" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "Melden Sie sich bei Authorize.Net an." -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." @@ -50294,7 +52138,7 @@ msgstr "" "Gehen Sie zu :menuselection:`Account --> Statements --> eCheck.Net " "Settlement Statement`." -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." @@ -50303,7 +52147,7 @@ msgstr "" "*schließenden* Sammelabrechnung. Alle Transaktionen innerhalb der beiden " "Sammelabrechnungen werden nach Odoo exportiert." -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -50321,7 +52165,7 @@ msgstr "Zu importierende Authorize.Net-Transaktionen auswählen" msgid "Settlement batch of an Authorize.Net statement" msgstr "Abrechnungsstapel eines Authorize.Net-Kontoauszugs" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." @@ -50330,19 +52174,19 @@ msgstr "" "Abrechnung vom 31/12/2020, sodass die **eröffnende** Abrechnung vom " "31/12/2020 ist." -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" "Sobald die Daten auf dem Blatt :guilabel:`Report 1 Download` (Bericht 1 " "Download) sind:" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" "Gehen Sie den Reiter :guilabel:`Transaction Search` (Transaktionssuche) in " "Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" @@ -50353,13 +52197,13 @@ msgstr "" "verwendeten Bereich für die Abrechnungsdaten der Stapel aus und klicken Sie " "auf :guilabel:`Search` (Suchen)." -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" "Wenn die Liste erstellt wurde, klicken Sie auf :guilabel:`Download to File` " "(In Datei herunterladen)." -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " @@ -50371,7 +52215,7 @@ msgstr "" "(Spaltenüberschriften einbeziehen) und klicken Sie auf :guilabel:`Submit` " "(Einreichen)." -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " @@ -50381,7 +52225,7 @@ msgstr "" "die Daten und fügen Sie sie in das Blatt :guilabel:`Report 2 Download` " "(Bericht 2 Download) der :ref:`Excel-Importvorlage` ein." -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -50399,7 +52243,7 @@ msgstr "" ":guilabel:`transit for report 2` (Transit für Bericht 2) und fügen sie in " "die leeren Zeilen ein." -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." @@ -50407,20 +52251,20 @@ msgstr "" "Um den korrekten Abschlusssaldo zu erhalten, **entfernen** Sie keine Zeile " "aus den Excel-Blättern." -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "In Odoo importieren" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "Um die Daten in Odoo zu importieren:" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" "Öffnen Sie die :ref:`Excel-Importvorlage `." -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " @@ -50431,7 +52275,7 @@ msgstr "" " um nur die Werte in das Blatt :guilabel:`Odoo Import in CSV` (Odoo-Import " "in CSV) einzufügen." -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -50445,13 +52289,13 @@ msgstr "" "Settlement Statement` (Authorize.Net --> Konto --> Auszüge --> eCheck.Net-" "Abrechnungsauszüge)." -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" "Suchen Sie nach :guilabel:`Charge Transaction/Chargeback` " "(Transaktion/Rückbuchung laden), und klicken Sie darauf." -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " @@ -50462,7 +52306,7 @@ msgstr "" "(Odoo-Import in CSV) ein und fügen Sie `Chargeback /` (Rückbuchung) vor der " "Beschreibung ein." -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " @@ -50473,7 +52317,7 @@ msgstr "" "kopieren/fügen die Beschreibung in die jeweilige Zeile der :guilabel:`Label`" " (Bezeichnung) ein." -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -50486,7 +52330,7 @@ msgstr "" msgid "Chargeback description" msgstr "Beschreibung der Rückbuchung" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " @@ -50497,7 +52341,7 @@ msgstr "" "Blatt :guilabel:`Odoo Import to CSV` (Odoo-Import in CSV) in *Number* " "(Zahl)." -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " @@ -50508,7 +52352,7 @@ msgstr "" "Transaktion suchen) und suchen Sie erneut nach den zuvor verwendeten " "Stapelabrechnungsdaten." -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " @@ -50519,7 +52363,7 @@ msgstr "" ":guilabel:`Date` (Datum) des :guilabel:`Odoo Import to CSV` (Odoo-Import in " "CSV) finden." -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." @@ -50528,7 +52372,7 @@ msgstr "" "eCheck.Net. Sortieren Sie die Spalte nach *Date* (Datum) und stellen Sie " "sicher, dass das Format `MM/TD/YYYY` ist." -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " @@ -50538,7 +52382,7 @@ msgstr "" "Blatt :guilabel:`Odoo Import to CSV` (Odoo-Import in CSV), fügen Sie sie in " "eine neue Excel-Datei ein und speichern Sie sie im CSV-Format." -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -50550,7 +52394,7 @@ msgstr "" " Sie auf :menuselection:`Favoriten --> Datensätze importieren --> Datei " "laden`. Wählen Sie die CSV-Datei aus und laden Sie sie in Odoo hoch." -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/de/LC_MESSAGES/general.po b/locale/de/LC_MESSAGES/general.po index 7a8d035b9..db83d195a 100644 --- a/locale/de/LC_MESSAGES/general.po +++ b/locale/de/LC_MESSAGES/general.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -460,10 +460,20 @@ msgid "" ":guilabel:`Add a line`, and fill out the :guilabel:`Create Branches` pop-up " "form that appears." msgstr "" +"Sie können einem Unternehmen Zweigstellen hinzufügen. Zweigstellen können " +"hinzugefügt werden, indem Sie zu :menuselection:`Einstellungen --> Bereich " +"Unternehmen --> Unternehmen verwalten` navigieren. Wählen Sie dann das " +"gewünschte Unternehmen aus der Liste aus. Öffnen Sie im Detailformular des " +"Unternehmens die Registerkarte :guilabel:`Zweigstellen`. Um eine Filiale " +"hinzuzufügen, klicken Sie auf :guilabel:`Zeile hinzufügen` und füllen das " +"erscheinende Pop-up-Formular :guilabel:`Zweigstellen erstellen` aus. Das " +"Konfigurationsmenü bezieht sich auf drei Optionen:" #: ../../content/applications/general/companies.rst-1 msgid "Add a branch to a company with branches and add a line highlighted." msgstr "" +"Fügen Sie eine Zweigstelle zu einem Unternehmen mit Zweigstellen hinzu und " +"fügen Sie eine hervorgehobene Zeile hinzu." #: ../../content/applications/general/companies.rst:124 msgid "" @@ -473,6 +483,13 @@ msgid "" "the company from the *company selector* in the top menu, and go to " ":menuselection:`Settings app --> Accounting --> Fiscal Localization`." msgstr "" +"Zweigstellen haben auch ein :guilabel:`Muttergesellschaft` auf dem " +"Zweigstellenformular im :ref:`Entwicklermodus `. Die " +"buchhalterischen und steuerlichen Lokalisierungen für die Zweigstelle werden" +" auf dem :guilabel:`Muttergesellschaft` eingestellt. Wählen Sie dazu das " +"Unternehmen aus der *Unternehmensauswahl* im oberen Menü und gehen Sie zu " +":menuselection:`Einstellungen --> Buchhaltung --> Steuerliche " +"Lokalisierung`." #: ../../content/applications/general/companies.rst:130 msgid "" @@ -481,12 +498,19 @@ msgid "" "constitutes a multi-company database, and needs to be moved to the *Custom* " "pricing plan." msgstr "" +"Das Hinzufügen einer Zweigstelle zu einem Unternehmen löst einen Upsell aus," +" wenn sich die Datenbank in den Preisplänen *Standard* oder *Eine App " +"gratis* befindet. Wenn Sie eine oder mehrere Zweigstellen hinzufügen, " +"handelt es sich um eine Datenbank mit mehreren Unternehmen, die in den " +"Preisplan *Custom* verschoben werden muss." #: ../../content/applications/general/companies.rst:134 msgid "" "For more information on pricing, see `Odoo's pricing " "`_ page." msgstr "" +"Weitere Informationen zur Preisgestaltung finden Sie auf der Seite zu `Odoos" +" Preisgestaltung `_." #: ../../content/applications/general/companies.rst:137 msgid "Employee access" @@ -514,12 +538,18 @@ msgid "" "Then, either change the fields for :guilabel:`Allowed Companies` or " ":guilabel:`Default Company`." msgstr "" +"Wählen Sie auf der Seite :guilabel:`Benutzer` einen Benutzer aus der Liste " +"aus, den Sie ändern möchten. Ändern Sie dann entweder die Felder für " +":guilabel:`Zulässige Unternehmen` oder :guilabel:`Standardunternehmen`." #: ../../content/applications/general/companies.rst:148 msgid "" "Multiple companies can be set for :guilabel:`Allowed Companies`, and *only " "one* can be set as the :guilabel:`Default Company`." msgstr "" +"Für :guilabel:`Zulässige Unternehmen` können mehrere Unternehmen festgelegt " +"werden, und *nur eines* kann als :guilabel:`Standardunternehmen` festgelegt " +"werden." #: ../../content/applications/general/companies.rst-1 msgid "" @@ -559,6 +589,8 @@ msgid "" "The current company selected in the company selector, in the upper-right " "hand of the screen (the one that is highlighted/active)" msgstr "" +"Das aktuelle Unternehmen, das in der Unternehmensauswahl oben rechts auf dem" +" Bildschirm ausgewählt wurde (das hervorgehobene/aktive Unternehmen)" #: ../../content/applications/general/companies.rst:169 #: ../../content/applications/general/companies.rst:173 @@ -570,16 +602,20 @@ msgid "" "No company is set (because none is set on the product and contact forms, for" " example)" msgstr "" +"Es ist kein Unternehmen eingestellt (weil z. B. auf den Produkt- und " +"Kontaktformularen keines eingestellt ist)" #: ../../content/applications/general/companies.rst:175 msgid "" "The company set is the company linked to the document (the same as if a " "record is being edited)" msgstr "" +"Das eingestellte Unternehmen ist das Unternehmen, das mit dem Dokument " +"verknüpft ist (genau wie bei der Bearbeitung eines Datensatzes)." #: ../../content/applications/general/companies.rst:178 msgid "Document format" -msgstr "" +msgstr "Dokumentformat" #: ../../content/applications/general/companies.rst:180 msgid "" @@ -588,11 +624,18 @@ msgid "" "Companies section`, click on :guilabel:`Configure Document Layout` and edit " "the information as needed." msgstr "" +"Um die Dokumentformate für die einzelnen Unternehmen einzustellen, " +"*aktivieren* Sie das jeweilige Unternehmen und *wählen* Sie es aus. Klicken " +"Sie dann unter :menuselection:`Einstellungen --> Bereich Unternehmen` auf " +":guilabel:`Dokumentenlayout konfigurieren` und bearbeiten Sie die " +"Informationen nach Bedarf." #: ../../content/applications/general/companies.rst-1 msgid "" "View of the settings page emphasizing the document layout field in Odoo." msgstr "" +"Ansicht der Einstellungsseite mit Hervorhebung des Feldes „Dokumentlayout“ " +"in Odoo" #: ../../content/applications/general/companies.rst:188 msgid "" @@ -601,16 +644,24 @@ msgid "" "navigating here: :menuselection:`Settings app --> Companies section --> " "Manage Companies`, and select a company from the list." msgstr "" +":guilabel:`Angaben zum Unternehmen` kann im Dokumentlayout bearbeitet " +"werden. Standardmäßig wird dieses Feld aus den aufgelisteten " +"Unternehmensinformationen gefüllt, wenn Sie hier navigieren: " +":menuselection:`Einstellungen --> Bereich Unternehmen --> Unternehmen " +"verwalten`, und ein Unternehmen aus der Liste auswählen." #: ../../content/applications/general/companies.rst:193 msgid "Inter-company transactions" -msgstr "" +msgstr "Zwischenbetriebliche Transaktionen" #: ../../content/applications/general/companies.rst:195 msgid "" "First, activate the :ref:`developer mode `. Then, make sure " "each one of the companies is properly set in relation to:" msgstr "" +"Aktivieren Sie zunächst den :ref:`Entwicklermodus `. " +"Vergewissern Sie sich dann, dass jedes der Unternehmen in Bezug auf die " +"richtige Adresse eingestellt ist:" #: ../../content/applications/general/companies.rst:198 msgid "" @@ -647,24 +698,36 @@ msgid "" "company form, select the :guilabel:`Inter-Company Transactions` tab, on the " "individual company's detail form." msgstr "" +"Als nächstes navigieren Sie zu :menuselection:`Einstellungen --> Bereich " +"Unternehmen --> Unternehmen verwalten`. Wählen Sie dann das gewünschte " +"Unternehmen aus der Liste aus. Wählen Sie im Formular des Unternehmens den " +"Reiter :guilabel:`Zwischenbetriebliche Transaktionen` im Detailformular des " +"einzelnen Unternehmen." #: ../../content/applications/general/companies.rst:209 msgid "" "With the respective company activated and selected, choose one of the " "following :guilabel:`Rule` options:" msgstr "" +"Wählen Sie bei aktiviertem und ausgewähltem Unternehmen eine der folgenden " +":guilabel:`Regel`-Optionen:" #: ../../content/applications/general/companies.rst:212 msgid "" ":guilabel:`Do not synchronize`: do not synchronize any inter-company " "transactions." msgstr "" +":guilabel:`Nicht synchronisieren`: Synchronisieren Sie keine " +"zwischenbetriebliche Transaktionen." #: ../../content/applications/general/companies.rst:213 msgid "" ":guilabel:`Synchronized invoice/bills`: generates a bill/invoice when a " "company confirms a bill/invoice for the selected company." msgstr "" +":guilabel:`Ein-/Ausgangsrechnungen synchronisieren`: erzeugt eine Rechnung, " +"wenn ein Unternehmen eine Rechnung für das ausgewählte Unternehmen " +"bestätigt." #: ../../content/applications/general/companies.rst:215 msgid "" @@ -673,6 +736,12 @@ msgid "" "selected company. If, instead of a drafted sales order, it should be " "validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" +":guilabel:`Verkaufsauftrag synchronisieren`: generiert einen Entwurf eines " +"Verkaufsauftrags unter Verwendung des Lagers des ausgewählten Unternehmens, " +"wenn ein Verkaufsauftrag für das ausgewählte Unternehmen bestätigt wird. " +"Wenn Sie anstelle eines Entwurfs eines Verkaufsauftrags lieber eine " +"Validierung wünschen, aktivieren Sie :guilabel:`Automatische " +"Validierung`.\\*" #: ../../content/applications/general/companies.rst:218 msgid "" @@ -681,6 +750,11 @@ msgid "" " the selected company. If, instead of a drafted purchase order, it should be" " validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" +":guilabel:`Bestellung synchronisieren`: generiert einen Entwurf einer " +"Bestellung unter Verwendung des Lagers des ausgewählten Unternehmens, wenn " +"eine Bestellung für das ausgewählte Unternehmen bestätigt wird. Wenn Sie " +"anstelle eines Entwurfs einer Bestellung lieber eine Validierung wünschen, " +"aktivieren Sie :guilabel:`Automatische Validierung`.\\*" #: ../../content/applications/general/companies.rst:221 msgid "" @@ -690,18 +764,29 @@ msgid "" " drafted purchase/sales order, it should be validated, enable " ":guilabel:`Automatic Validation`.\\*" msgstr "" +":guilabel:`Verkaufsauftrag/Bestellung synchronisieren`: generiert einen " +"Entwurf eines Verkaufsauftrags oder einer Bestellung unter Verwendung des " +"Lagers des ausgewählten Unternehmens, wenn ein Verkaufsauftrag oder eine " +"Bestellung für das ausgewählte Unternehmen bestätigt wird. Wenn Sie anstelle" +" eines Entwurfs eines Verkaufsauftrags oder einer Bestellung lieber eine " +"Validierung wünschen, aktivieren Sie :guilabel:`Automatische " +"Validierung`.\\*" #: ../../content/applications/general/companies.rst:226 msgid "" "\\* The given option needs to be selected, so :guilabel:`Automatic " "Validation` appears in the configuration." msgstr "" +"\\* Die angegebene Option muss ausgewählt werden, damit " +":guilabel:`Automatische Validierung` in der Konfiguration erscheint." #: ../../content/applications/general/companies.rst-1 msgid "" "View of the settings page emphasizing the inter company transaction field in" " Odoo." msgstr "" +"Ansicht der Einstellungsseite mit Hervorhebung des Feldes " +"„Unternehmenstransaktion“ in Odoo." #: ../../content/applications/general/companies.rst:234 msgid "" @@ -709,6 +794,9 @@ msgid "" "between the companies. See " ":doc:`../inventory_and_mrp/inventory/product_management/product_tracking/type`." msgstr "" +"Produkte **müssen** als :guilabel:`Kann verkauft werden` konfiguriert werden" +" und zwischen den Unternehmen geteilt werden. Siehe " +":doc:`../inventory_and_mrp/inventory/product_management/product_tracking/type`." #: ../../content/applications/general/companies.rst:238 msgid "" @@ -719,6 +807,14 @@ msgid "" "company. If, instead of a drafted purchase/sales order, it should be " "validated, enable :guilabel:`Automatic Validation`." msgstr "" +":guilabel:`Ein-/Ausgangsrechnungen synchronisieren`: Eine in `JS Store " +"Belgium` gebuchte Rechnung erstellt automatisch eine Lieferantenrechnung für" +" `JS Store US` und heneriert einen Entwurf eines Verkaufsauftrags oder einer" +" Bestellung unter Verwendung des Lagers des ausgewählten Unternehmens, wenn " +"ein Verkaufsauftrag oder eine Bestellung für das ausgewählte Unternehmen " +"bestätigt wird. Wenn Sie anstelle eines Entwurfs eines Verkaufsauftrags oder" +" einer Bestellung lieber eine Validierung wünschen, aktivieren Sie " +":guilabel:`Automatische Validierung`." #: ../../content/applications/general/companies.rst:244 msgid "" @@ -727,15 +823,22 @@ msgid "" "Belgium` is automatically created (and confirmed, if the " ":guilabel:`Automatic Validation` feature was enabled)." msgstr "" +":guilabel:`Verkaufsauftrag/Bestellung synchronisieren`: Wenn ein " +"Verkaufsauftrag für `JS Store US` im `JS Store Belgium` bestätigt wird, wird" +" automatisch eine Bestellung im `JS Store Belgium` erstellt (und bestätigt, " +"wenn die Funktion :guilabel:`Automatische Validierung` aktiviert wurde)." #: ../../content/applications/general/companies.rst:249 msgid "" "Remember to test all workflows as a user *other* than the administrator." msgstr "" +"Denken Sie daran, alle Arbeitsabläufe als ein *anderer* Benutzer, der kein " +"Administrator ist, zu testen." #: ../../content/applications/general/companies.rst:252 msgid ":doc:`Multi-company Guidelines <../../developer/howtos/company>`" msgstr "" +":doc:`Leitfaden für mehrere Unternehmen <../../developer/howtos/company>`" #: ../../content/applications/general/companies.rst:253 msgid ":doc:`../finance/accounting/get_started/multi_currency`" @@ -743,7 +846,7 @@ msgstr ":doc:`../finance/accounting/get_started/multi_currency`" #: ../../content/applications/general/companies/digest_emails.rst:3 msgid "Digest emails" -msgstr "" +msgstr "Übersichts-E-Mails" #: ../../content/applications/general/companies/digest_emails.rst:5 msgid "" @@ -751,6 +854,9 @@ msgid "" "organization that include high-level information about how the business is " "performing." msgstr "" +"*Übersichts-E-Mails* sind regelmäßige Speicherauszüge, die per E-Mail an " +"Benutzer in der Organisation gesendet werden und detaillierte Informationen " +"darüber enthalten, wie Ihr Betrieb läuft." #: ../../content/applications/general/companies/digest_emails.rst:8 msgid "" @@ -758,6 +864,10 @@ msgid "" ":menuselection:`Settings app --> Statistics section`, activate the " ":guilabel:`Digest Emails` feature, and click :guilabel:`Save`." msgstr "" +"Um mit dem Versand von Übersichts-E-Mails zu beginnen, navigieren Sie " +"zunächst zu :menuselection:`Einstellungen --> Bereich Statistik`, aktivieren" +" die Funktion :guilabel:`Übersichts-E-Mails` und klicken auf " +":guilabel:`Speichern`." #: ../../content/applications/general/companies/digest_emails.rst-1 msgid "Digest Emails section inside General Settings." @@ -766,30 +876,36 @@ msgstr "Abschnitt für Übersichts-E-Mails in den Allgemeinen Einstellungen." #: ../../content/applications/general/companies/digest_emails.rst:15 msgid "A variety of settings can be configured for digest emails, such as:" msgstr "" +"Für Übersichts-E-Mails kann eine Vielzahl von Einstellungen konfiguriert " +"werden, wie z. B:" #: ../../content/applications/general/companies/digest_emails.rst:17 msgid "" "Deciding which :abbr:`KPIs (key performance indicators)` are shared in the " "digest emails" msgstr "" +"Entscheidung darüber, welche :abbr:`KPIs (Key Performance Indicators)` in " +"den Übersichts-E-Mails mitgeteilt werden" #: ../../content/applications/general/companies/digest_emails.rst:18 msgid "Determining how often digest emails are sent" -msgstr "" +msgstr "Festlegung, wie oft Übersichts-E-Mails gesendet werden" #: ../../content/applications/general/companies/digest_emails.rst:19 msgid "Choosing who in the organization receives digest emails" -msgstr "" +msgstr "Auswahl, wer in der Organisation Übersichts-E-Mails erhält" #: ../../content/applications/general/companies/digest_emails.rst:20 msgid "Creating custom digest email templates" -msgstr "" +msgstr "Erstellung benutzerdefinierter Übersichts-E-Mail-Vorlagen" #: ../../content/applications/general/companies/digest_emails.rst:21 msgid "" "Adding additional :abbr:`KPIs (key performance indicators)` (*Studio* app " "required)" msgstr "" +"Hinzufügung zusätzlicher :abbr:`KPIs (Key Performance Indicators)` " +"(*Studio*-App erforderlich)" #: ../../content/applications/general/companies/digest_emails.rst:24 msgid "" @@ -798,6 +914,10 @@ msgid "" ":abbr:`KPI (key performance indicator)` measurements across the Odoo " "database, and is sent daily to administrators." msgstr "" +"Standardmäßig ist die :guilabel:`Übersichts-E-Mail` aktiviert, und " +":guilabel:`Ihre periodische Übersicht von Odoo` dient als primäre Vorlage, " +"die alle :guilabel:`KPI (key performance indicator)`-Messungen in der Odoo-" +"Datenbank enthält und täglich an Administratoren gesendet wird." #: ../../content/applications/general/companies/digest_emails.rst:29 msgid "" @@ -805,6 +925,9 @@ msgid "" "testing-mode), the digest emails continue to send from the duplicate " "database, unless deactivated." msgstr "" +"Wenn Sie Duplikate von Datenbanken erstellen, die über Sendefunktionen " +"verfügen (nicht im Testmodus), werden die Übersichts-E-Mails weiterhin von " +"der duplizierten Datenbank versendet, es sei denn, Sie deaktivieren sie." #: ../../content/applications/general/companies/digest_emails.rst:32 msgid "" @@ -813,10 +936,15 @@ msgid "" " by un-ticking the checkbox, and clicking :guilabel:`Save`. See the section " "on :ref:`digest-emails/deactivate`." msgstr "" +"Um die Übersichts-E-Mails zu deaktivieren, gehen Sie zu " +":menuselection:`Einstellungen --> Bereich Statistik`. Deaktivieren Sie dann " +"die Funktion :guilabel:`Übersichts-E-mails`, indem Sie das Kontrollkästchen " +"deaktivieren und auf :guilabel:`Speichern` klicken. Siehe den Abschnitt " +":ref:`digest-emails/deactivate`." #: ../../content/applications/general/companies/digest_emails.rst:39 msgid "Customize default digest email" -msgstr "" +msgstr "Standard-Übersichts-E-Mails personalisieren" #: ../../content/applications/general/companies/digest_emails.rst:41 msgid "" @@ -825,17 +953,24 @@ msgid "" " Then, select :guilabel:`Your Odoo Periodic Digest`, and click on the " ":guilabel:`↗️ (External link)` icon, next to the drop-down menu selection." msgstr "" +"Um die Standard-Übersichts-E-Mail (*Ihre periodische Übersicht von Odoo*) " +"anzupassen, gehen Sie zu :menuselection:`Einstellungen --> Statistik --> " +"Übersichts-E-Mail`, wählen Sie :guilabel:`Ihre periodische Übersicht von " +"Odoo` und klicken Sie auf :guilabel:`↗️ (Externer Link)` neben der Dropdown-" +"Auswahl." #: ../../content/applications/general/companies/digest_emails.rst:45 msgid "" "A pop-up window appears, and presents a variety of editable settings, which " "include:" msgstr "" +"Ein Pop-up-Fenster erscheint und zeigt eine Reihe bearbeitbarer " +"Einstellungen an, wie zum Beispiel:" #: ../../content/applications/general/companies/digest_emails.rst:47 #: ../../content/applications/general/companies/digest_emails.rst:179 msgid ":guilabel:`Digest Name`: the name of the digest email." -msgstr "" +msgstr ":guilabel:`Übersichtstitel`: der Name der Übersichts-E-Mail." #: ../../content/applications/general/companies/digest_emails.rst:48 #: ../../content/applications/general/companies/digest_emails.rst:180 @@ -844,6 +979,9 @@ msgid "" "(:guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`, or " ":guilabel:`Quarterly`)." msgstr "" +":guilabel:`Periodizität`: legen Sie fest, wie oft Übersichts-E-Mails " +"gesendet werden (:guilabel:`Täglich`, :guilabel:`Wöchentlich`, " +":guilabel:`Monatlich` oder :guilabel:`Vierteljährlich`)." #: ../../content/applications/general/companies/digest_emails.rst:50 #: ../../content/applications/general/companies/digest_emails.rst:182 @@ -851,6 +989,8 @@ msgid "" ":guilabel:`Next Send Date`: the date on which the digest email will be sent " "again." msgstr "" +":guilabel:`Nächstes Mailingdatum`: das Datum, an dem die Übersichts-E-Mail " +"erneut gesendet wird." #: ../../content/applications/general/companies/digest_emails.rst:51 #: ../../content/applications/general/companies/digest_emails.rst:183 @@ -860,6 +1000,11 @@ msgid "" "indicates an active :abbr:`KPI (key performance indicator)` in the digest " "email. See the section on :ref:`digest-emails/kpis`." msgstr "" +"Reiter :guilabel:`KPIs`: Aktivieren/deaktivieren Sie jeden berechneten " +":abbr:`KPI (Key Performance Indicator)`, der in Übersichts-E-Mails " +"erscheint. Ein angekreuztes Kästchen bedeutet, dass ein :abbr:`KPI (Key " +"Performance Indicator)` in der Übersichts-E-Mail aktiv ist. Siehe den " +"Abschnitt über :ref:`digest-emails/kpis`." #: ../../content/applications/general/companies/digest_emails.rst:54 #: ../../content/applications/general/companies/digest_emails.rst:186 @@ -867,6 +1012,9 @@ msgid "" ":guilabel:`Recipients` tab: add/remove users who receive the digest emails. " "See the section on :ref:`digest-emails/recipients`." msgstr "" +"Reiter :guilabel:`Empfänger`: Fügen Sie Benutzer, die Übersichts-E-Mails " +"erhalten sollten, hinzu oder entfernen Sie sie. Siehe den Abschnitt über " +":ref:`digest-emails/recipients`." #: ../../content/applications/general/companies/digest_emails.rst:58 msgid "" @@ -875,6 +1023,10 @@ msgid "" "*Studio* need to be installed. See this section on :ref:`digest-" "emails/custom-kpi`." msgstr "" +"Die :abbr:`KPIs (Key Performance Indicators)` können mit Odoo *Studio* " +"angepasst werden. Wenn *Studio* installiert werden muss, fallen zusätzliche " +"Kosten für das Datenbankabonnement an. Siehe diesen Abschnitt über " +":ref:`digest-emails/custom-kpi`." #: ../../content/applications/general/companies/digest_emails.rst-1 msgid "Customize default Digest Email settings and custom KPIs." @@ -884,7 +1036,7 @@ msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:69 msgid "Deactivate digest email" -msgstr "" +msgstr "Übersichts-E-Mail deaktivieren" #: ../../content/applications/general/companies/digest_emails.rst:71 msgid "" @@ -893,6 +1045,11 @@ msgid "" ":guilabel:`Configure Digest Emails`. Then, select the desired digest email " "from the list that should be deactivated." msgstr "" +"Um eine einzelne Übersichts-E-Mail manuell zu deaktivieren, navigieren Sie " +"zunächst zu :menuselection:`Einstellungen --> Bereich Statistik`, und " +"klicken Sie auf :guilabel:`Übersichts-E-Mails konfigurieren`. Wählen Sie " +"dann die gewünschte Übersichts-E-Mail aus der Liste aus, die deaktiviert " +"werden soll." #: ../../content/applications/general/companies/digest_emails.rst:75 msgid "" @@ -901,10 +1058,14 @@ msgid "" "user from the mailing list. These buttons are located in the top menu, just " "above the :guilabel:`Digest Name`." msgstr "" +"Klicken Sie dann auf :guilabel:`DEAKTIVIEREN FÜR ALLE`, um die Übersichts-E-" +"Mail für alle zu deaktivieren, oder auf :guilabel:`MICH ABMELDEN`, um den " +"angemeldeten Benutzer aus der Mailingliste zu entfernen. Diese Schaltflächen" +" befinden sich im oberen Menü, direkt über dem :guilabel:`Übersichtstitel`." #: ../../content/applications/general/companies/digest_emails.rst:80 msgid "Manually send digest email" -msgstr "" +msgstr "Übersichts-E-Mail manuell senden" #: ../../content/applications/general/companies/digest_emails.rst:82 msgid "" @@ -913,6 +1074,12 @@ msgid "" "Then, select the desired digest email, and click :guilabel:`SEND NOW`. This " "button is located in the top menu, just above the :guilabel:`Digest Name`." msgstr "" +"Um eine Übersichts-E-Mail manuell zu senden, navigieren Sie zunächst zu " +":menuselection:`Einstellungen --> Bereich Statistik`, und klicken Sie auf " +":guilabel:`Übersichts-E-Mails konfigurieren`. Wählen Sie dann die gewünschte" +" Übersichts-E-Mail aus der Liste aus und klicken Sie auf :guilabel:`JETZT " +"SENDEN`. Diese Schaltfläche befindet sich im oberen Menü, direkt über dem " +":guilabel:`Übersichtstitel`." #: ../../content/applications/general/companies/digest_emails.rst:90 msgid "KPIs" @@ -924,17 +1091,25 @@ msgid "" " digest email from the :guilabel:`KPIs` tab of the digest email template " "form." msgstr "" +"Vorkonfigurierte :abbr:`KPIs (Key Performance Indicators)` können der " +"Übersichts-E-Mail über den Reiter :guilabel:`KPIs` des Formulars für die " +"Übersichts-E-Mail-Vorlage hinzugefügt werden." #: ../../content/applications/general/companies/digest_emails.rst:95 msgid "" "First, navigate to :menuselection:`Settings app --> Statistics section`, and" " click :guilabel:`Configure Digest Emails`." msgstr "" +"Navigieren Sie zunächst zu :menuselection:`Einstellungen --> Bereich " +"Statistik`, und klicken Sie auf :guilabel:`Übersichts-E-Mails " +"konfigurieren`." #: ../../content/applications/general/companies/digest_emails.rst:98 msgid "" "Then, select the desired digest email, and open the :guilabel:`KPIs` tab." msgstr "" +"Wählen Sie dann die gewünschte Übersichts-E-Mail und öffnen Sie den Reiter " +":guilabel:`KPIs`." #: ../../content/applications/general/companies/digest_emails.rst:100 msgid "" @@ -943,76 +1118,84 @@ msgid "" "After all :abbr:`KPIs (key performance indicators)` are added (or " "deselected), click :guilabel:`Save`." msgstr "" +"Um einen :abbr:`KPI (Leistungskennzahlen)` zur Übersichts-E-Mail " +"hinzuzufügen, markieren Sie das Kästchen neben der gewünschten :abbr:`KPI " +"(Key Performance Indicator)`. Nachdem alle :abbr:`KPIs " +"(Leistungskennzahlen)` hinzugefügt (oder abgewählt) wurden, klicken Sie auf " +":guilabel:`Speichern`." #: ../../content/applications/general/companies/digest_emails.rst:104 msgid "" "The following :abbr:`KPIs (key performance indicators)` are available in the" " :guilabel:`KPIs` tab on a digest email template form out-of-box in Odoo:" msgstr "" +"Die folgenden :abbr:`KPIs (Leistungskennzahlen)` sind in Odoo im Reiter " +":guilabel:`KPIs` im Formular einer gebrauchsfertigen Übersichts-E-Mail-" +"Vorlage verfügbar:" #: ../../content/applications/general/companies/digest_emails.rst-1 msgid "KPIs listed in the out-of-box digest email." -msgstr "" +msgstr "KPIs, die in der einsatzbereiten Übersichts-E-Mail aufgeführt sind." #: ../../content/applications/general/companies/digest_emails.rst:113 msgid ":guilabel:`General`" -msgstr "" +msgstr ":guilabel:`Allgemein`" #: ../../content/applications/general/companies/digest_emails.rst:112 msgid ":guilabel:`Connected Users`" -msgstr "" +msgstr ":guilabel:`Verbundene Benutzer`" #: ../../content/applications/general/companies/digest_emails.rst:113 msgid ":guilabel:`Messages`" -msgstr "" +msgstr ":guilabel:`Nachrichten`" #: ../../content/applications/general/companies/digest_emails.rst:116 msgid ":guilabel:`Project`" -msgstr "" +msgstr ":guilabel:`Projekt`" #: ../../content/applications/general/companies/digest_emails.rst:116 msgid ":guilabel:`Open Tasks`" -msgstr "" +msgstr ":guilabel:`Offene Aufgaben`" #: ../../content/applications/general/companies/digest_emails.rst:119 msgid ":guilabel:`Recruitment`" -msgstr "" +msgstr ":guilabel:`Personalbeschaffung`" #: ../../content/applications/general/companies/digest_emails.rst:119 msgid ":guilabel:`Employees`" -msgstr "" +msgstr ":guilabel:`Mitarbeiter`" #: ../../content/applications/general/companies/digest_emails.rst:123 msgid ":guilabel:`CRM`" -msgstr "" +msgstr ":guilabel:`CRM`" #: ../../content/applications/general/companies/digest_emails.rst:122 msgid ":guilabel:`New Leads/Opportunities`" -msgstr "" +msgstr ":guilabel:`Neue Leads/Verkaufschancen`" #: ../../content/applications/general/companies/digest_emails.rst:123 msgid ":guilabel:`Opportunities Won`" -msgstr "" +msgstr ":guilabel:`Gewonnene Verkaufschancen`" #: ../../content/applications/general/companies/digest_emails.rst:127 msgid ":guilabel:`Sales`" -msgstr "" +msgstr ":guilabel:`Verkäufe`" #: ../../content/applications/general/companies/digest_emails.rst:126 msgid ":guilabel:`All Sales`" -msgstr "" +msgstr ":guilabel:`Alle Verkäufe`" #: ../../content/applications/general/companies/digest_emails.rst:127 msgid ":guilabel:`eCommerce Sales`" -msgstr "" +msgstr ":guilabel:`E-Commerce-Verkäufe`" #: ../../content/applications/general/companies/digest_emails.rst:130 msgid ":guilabel:`Point of Sale`" -msgstr "" +msgstr ":guilabel:`Kassensystem`" #: ../../content/applications/general/companies/digest_emails.rst:130 msgid ":guilabel:`POS Sales`" -msgstr "" +msgstr ":guilabel:`Kassenverkäufe`" #: ../../content/applications/general/companies/digest_emails.rst:135 msgid ":guilabel:`Live Chat`" @@ -1020,35 +1203,35 @@ msgstr ":guilabel:`Livechat`" #: ../../content/applications/general/companies/digest_emails.rst:133 msgid ":guilabel:`% of Happiness`" -msgstr "" +msgstr ":guilabel:`% Zufriedenheit`" #: ../../content/applications/general/companies/digest_emails.rst:134 msgid ":guilabel:`Conversations handled`" -msgstr "" +msgstr ":guilabel:`Verwaltete Unterhaltungen`" #: ../../content/applications/general/companies/digest_emails.rst:135 msgid ":guilabel:`Time to answer (sec)`" -msgstr "" +msgstr ":guilabel:`Zeit zum Antworten (Sek.)`" #: ../../content/applications/general/companies/digest_emails.rst:138 msgid ":guilabel:`Helpdesk`" -msgstr "" +msgstr ":guilabel:`Kundendienst`" #: ../../content/applications/general/companies/digest_emails.rst:138 msgid ":guilabel:`Tickets Closed`" -msgstr "" +msgstr ":guilabel:`Geschlossene Tickets`" #: ../../content/applications/general/companies/digest_emails.rst:142 msgid ":guilabel:`Invoicing`" -msgstr "" +msgstr ":guilabel:`Rechnungsstellung`" #: ../../content/applications/general/companies/digest_emails.rst:141 msgid ":guilabel:`Revenue`" -msgstr "" +msgstr ":guilabel:`Umsatz`" #: ../../content/applications/general/companies/digest_emails.rst:142 msgid ":guilabel:`Banks and Cash Moves`" -msgstr "" +msgstr ":guilabel:`Bank- und Bargeldtransaktionen`" #: ../../content/applications/general/companies/digest_emails.rst:147 msgid "Recipients" @@ -1059,6 +1242,8 @@ msgid "" "Digest email recipients are added from the :guilabel:`Recipients` tab of the" " digest email template form." msgstr "" +"Die Empfänger von Übersichts-E-Mails werden im Reiter :guilabel:`Empfänger` " +"des Formulars für die Übersichts-E-Mail-Vorlage hinzugefügt." #: ../../content/applications/general/companies/digest_emails.rst:152 msgid "" @@ -1066,6 +1251,10 @@ msgid "" "section`, and click :guilabel:`Configure Digest Emails`. Then, select the " "desired digest email, and open the :guilabel:`Recipients` tab." msgstr "" +"Um einen Empfänger hinzuzufügen, navigieren Sie zunächst zu " +":menuselection:`Einstellungen --> Bereich Statistik`, und klicken Sie auf " +":guilabel:`Übersichts-E-Mails konfigurieren`. Wählen Sie dann die gewünschte" +" Übersichts-E-Mail aus und öffnen Sie den Reiter :guilabel:`Empfänger`." #: ../../content/applications/general/companies/digest_emails.rst:156 msgid "" @@ -1073,26 +1262,37 @@ msgid "" "Recipients` pop-up window appears, with all available users to add as " "recipients." msgstr "" +"Um einen Empfänger hinzuzufügen, klicken Sie auf :guilabel:`Zeile " +"hinzufügen`. Daraufhin erscheint ein Pop-up-Fenster :guilabel:`Empfänger " +"hinzufügen` mit allen verfügbaren Benutzern, die Sie als Empfänger " +"hinzufügen können." #: ../../content/applications/general/companies/digest_emails.rst:159 msgid "" "From the pop-up window, tick the checkbox next to the :guilabel:`Name` of " "the user(s), and click the :guilabel:`Select` button." msgstr "" +"Aktivieren Sie im Pop-up-Fenster das Kontrollkästchen neben dem " +":guilabel:`Name` des/der Benutzer(s) und klicken Sie auf die Schaltfläche " +":guilabel:`Auswählen`." #: ../../content/applications/general/companies/digest_emails.rst:162 msgid "" "To remove a user as a recipient, click the :guilabel:`❌ (remove)` icon to " "the far-right of the user listed in the :guilabel:`Recipients` tab." msgstr "" +"Um einen Benutzer als Empfänger zu entfernen, klicken Sie auf das Symbol " +":guilabel:`❌ (entfernen)` ganz rechts neben dem Benutzer im Reiter " +":guilabel:`Empfänger`." #: ../../content/applications/general/companies/digest_emails.rst:165 msgid "Click :guilabel:`Save` to implement the changes." msgstr "" +"Klicken Sie auf :guilabel:`Speichern`, um die Änderungen zu übernehmen." #: ../../content/applications/general/companies/digest_emails.rst:170 msgid "Create digest emails" -msgstr "" +msgstr "Übersichts-E-Mails erstellen" #: ../../content/applications/general/companies/digest_emails.rst:172 msgid "" @@ -1100,12 +1300,19 @@ msgid "" "Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, " "click :guilabel:`Create` to create a new digest email." msgstr "" +"Um eine neue Übersichts-E-Mail zu erstellen, navigieren Sie zu " +":menuselection:`Einstellungen --> Abschnitt Statistik` und klicken Sie auf " +":guilabel:`Übersichts-E-Mails konfigurieren`. Klicken Sie dann auf " +":guilabel:`Neu`, um eine neue Übersichts-E-Mail zu erstellen." #: ../../content/applications/general/companies/digest_emails.rst:176 msgid "" "A separate page, with a blank digest email template appears, and presents a " "variety of editable settings, including:" msgstr "" +"Es wird eine separate Seite mit einer leeren Übersichts-E-Mail-Vorlage " +"angezeigt, auf der Sie eine Reihe von Einstellungen vornehmen können, " +"darunter auch die folgenden:" #: ../../content/applications/general/companies/digest_emails.rst:189 msgid "" @@ -1113,6 +1320,9 @@ msgid "" ":guilabel:`Periodicity`, choose the desired :abbr:`KPIs (key performance " "indicators)`, and add :guilabel:`Recipients`, as needed." msgstr "" +"Geben Sie der Übersichts-E-Mail einen :guilabel:`Übersichtstitel`, legen Sie" +" :guilabel:`Periodizität` fest, wählen Sie die gewünschten :abbr:`KPIs " +"(Leistungskennzahlen)` und fügen Sie bei Bedarf :guilabel:`Empfänger` hinzu." #: ../../content/applications/general/companies/digest_emails.rst:193 msgid "" @@ -1120,52 +1330,71 @@ msgid "" " a selection in the :guilabel:`Digest Email` field, located in the " ":menuselection:`Settings app --> Statistics section`." msgstr "" +"Nachdem Sie auf :guilabel:`Speichern` geklickt haben, steht Ihnen die neue " +"benutzerdefinierte Übersichts-E-Mail als Auswahl im Feld " +":guilabel:`Übersichts-E-Mail` zur Verfügung, das sich in der " +":menuselection:`Einstellungen --> Bereich Statistik` befindet." #: ../../content/applications/general/companies/digest_emails.rst:199 msgid "Custom KPIs with Odoo Studio" -msgstr "" +msgstr "Benutzerdefinierte KPIs mit Odoo Studio" #: ../../content/applications/general/companies/digest_emails.rst:201 msgid "" "The :abbr:`KPIs (key performance indicators)` on a digest email template " "form, in the :guilabel:`KPIs` tab, can be customized using Odoo *Studio*." msgstr "" +"Die :abbr:`KPIs (Leistungskennzahlen)` auf einem Formular für eine " +"Übersichts-E-Mail-Vorlage, im Reiter :guilabel:`KPIs`, können mit Odoo " +"*Studio* angepasst werden." #: ../../content/applications/general/companies/digest_emails.rst:205 msgid "" "Additional costs to the database subscription are incurred, should Odoo " "*Studio* need to be installed." msgstr "" +"Es fallen zusätzliche Kosten für das Datenbankabonnement an, wenn Odoo " +"*Studio* installiert werden muss." #: ../../content/applications/general/companies/digest_emails.rst:208 msgid "" "To begin, click the :guilabel:`🛠️ (tools)` icon in the top-right of the " "screen. This is the link to the Odoo *Studio* application." msgstr "" +"Um zu beginnen, klicken Sie auf das Symbol :guilabel:`🛠️ (Tools)` oben " +"rechts auf dem Bildschirm. Dies ist der Link zu Odoo *Studio*." #: ../../content/applications/general/companies/digest_emails.rst:211 msgid "" "In order to create additional fields, create two fields on the digest " "object:" msgstr "" +"Um zusätzliche Felder zu erstellen, müssen Sie zwei Felder für das " +"Übersichtsobjekt anlegen:" #: ../../content/applications/general/companies/digest_emails.rst:213 msgid "" "Create a boolean field called `kpi_myfield`, and display it in the " ":guilabel:`KPIs` tab." msgstr "" +"Erstellen Sie ein boolesches Feld mit dem Namen `kpi_myfield` und zeigen Sie" +" es im Reiter :guilabel:`KPIs` an" #: ../../content/applications/general/companies/digest_emails.rst:214 msgid "" "Create a computed field called `kpi_myfield_value` that computes the " "customized :abbr:`KPI (key performance indicator)`." msgstr "" +"Erstellen Sie ein berechnetes Feld mit dem Namen `kpi_myfield_value`, das " +"die benutzerdefinierte :abbr:`KPI (Leistungskennzahl)` berechnet" #: ../../content/applications/general/companies/digest_emails.rst:216 msgid "" "Select the :abbr:`KPIs (key performance indicators)` in the :guilabel:`KPIs`" " tab." msgstr "" +"Wählen Sie im Reiter :guilabel:`KPIs (Leistungskennzahlen)` die " +":abbr:`KPIs`." #: ../../content/applications/general/companies/digest_emails.rst:219 msgid "" @@ -1174,6 +1403,10 @@ msgid "" "for the `digest.py` file, which guides the programmer in the coding of the " "computed field." msgstr "" +"Hier ist der `Quellcode " +"`_ " +"für die Datei `digest.py`, die den Programmierer zur Codierung des " +"berechneten Felds führt." #: ../../content/applications/general/companies/digest_emails.rst:224 msgid "" @@ -1181,6 +1414,10 @@ msgid "" "three-dot :guilabel:`(kebab)` menu to edit this view. Either click " ":guilabel:`EDIT LIST VIEW` or :guilabel:`EDIT FORM VIEW` to modify this tab." msgstr "" +"Sie können auch im Reiter :guilabel:`Empfänger` und dann auf das vertikale " +"Drei-Punkte-Menü :guilabel:`(Kebab)` klicken, um diese Ansicht zu " +"bearbeiten. Klicken Sie entweder auf :guilabel:`LISTENANSICHT BEARBEITEN` " +"oder auf :guilabel:`FORMULARANSICHT BEARBEITEN`, um diesen Reiter zu ändern." #: ../../content/applications/general/companies/digest_emails.rst:229 msgid "Computed values reference table" @@ -2021,13 +2258,16 @@ msgstr "" #: ../../content/applications/general/developer_mode.rst:5 msgid "Developer mode (debug mode)" -msgstr "" +msgstr "Entwicklermodus (Fehlerbeseitigungsmodus)" #: ../../content/applications/general/developer_mode.rst:7 msgid "" "The developer mode, also known as debug mode, unlocks access to advanced " ":ref:`tools and settings ` in Odoo." msgstr "" +"Der Entwicklermodus, auch bekannt als Fehlerbeseitungsmodus, schaltet den " +"Zugriff auf die erweiterten :ref:`Tools und Einstellungen ` in Odoo frei." #: ../../content/applications/general/developer_mode.rst:11 msgid "" @@ -2035,6 +2275,10 @@ msgid "" "considered advanced and may have associated risks. Only use them if you " "understand the implications and are confident in your actions." msgstr "" +"Seien Sie vorsichtig, denn einige Entwickler-Tools und technische " +"Einstellungen gelten als fortgeschritten und können mit Risiken verbunden " +"sein. Verwenden Sie sie nur, wenn Sie die Auswirkungen verstehen und sicher " +"sind, dass Sie richtig handeln." #: ../../content/applications/general/developer_mode.rst:16 msgid "" @@ -2043,6 +2287,11 @@ msgid "" "code, and with :ref:`tests assets `, " "which are used to run test tours." msgstr "" +"Der Entwicklermodus ist auch mit :ref:`Assets " +"` verfügbar, die zur Fehlerbeseitung " +"von JavaScript-Code verwendet werden, und mit :ref:`Test-Assets " +"`, die zum Ausführen von Testführungen " +"verwendet werden." #: ../../content/applications/general/developer_mode.rst:23 msgid "Activation" @@ -2054,6 +2303,9 @@ msgid "" ":guilabel:`Developer Tools` section, and click :guilabel:`Activate the " "developer mode`." msgstr "" +"Um ihn zu aktivieren, öffnen Sie die :guilabel:`Einstellungen`, scrollen Sie" +" nach unten zum Abschnitt :guilabel:`Entwicklertools` und klicken Sie auf " +":guilabel:`Entwicklermodus aktivieren`." #: ../../content/applications/general/developer_mode.rst:28 msgid "" @@ -2065,7 +2317,7 @@ msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Activating the developer mode in the Settings app" -msgstr "" +msgstr "Aktivierung des Entwicklermodus in den Einstellungen" #: ../../content/applications/general/developer_mode.rst:33 msgid "" @@ -2074,22 +2326,31 @@ msgid "" "`https://example.odoo.com/web?debug=1#action=menu&cids=1`). To deactivate " "it, use `?debug=0` instead." msgstr "" +"Um den Entwicklermodus **von einer beliebigen Stelle in der Datenbank** aus " +"zu aktivieren, fügen Sie `?debug=1` an die URL nach `/web` an (z. B. " +"`https://example.odoo.com/web?debug=1#action=menu&cids=1`). Um ihn zu " +"deaktivieren, verwenden Sie stattdessen `?debug=0`." #: ../../content/applications/general/developer_mode.rst:37 msgid "" "Use `?debug=assets` to activate the developer mode with assets and " "`?debug=tests` to activate it with tests assets." msgstr "" +"Verwenden Sie `?debug=assets`, um den Entwicklermodus mit Assets zu " +"aktivieren und `?debug=tests`, um ihn mit Test-Assets zu aktivieren." #: ../../content/applications/general/developer_mode.rst:41 msgid "" "Open the **command palette** by pressing `Ctrl + K` or `Cmd ⌘ + K`, then " "type `debug` to activate the developer mode with assets or deactivate it." msgstr "" +"Öffnen Sie die **Befehlspalette**, indem Sie `Strg + K` oder `Cmd ⌘ + K` " +"drücken. Geben Sie dann `debug` ein, um den Entwicklermodus mit Assets zu " +"aktivieren oder zu deaktivieren." #: ../../content/applications/general/developer_mode.rst:44 msgid "Browser extension" -msgstr "" +msgstr "Browser-Erweiterung" #: ../../content/applications/general/developer_mode.rst:46 msgid "" @@ -2100,10 +2361,17 @@ msgid "" "debug/hmdmhilocobgohohpdpolmibjklfgkbi>`_ and `Firefox Add-ons " "`_." msgstr "" +"Die Browser-Erweiterung `Odoo Fehlerbeseitung " +"`_ fügt ein Symbol hinzu, mit dem Sie " +"den Entwicklermodus in der Symbolleiste des Browsers ein- oder ausschalten " +"können. Sie ist im `Chrome Web Store " +"`_ und `Firefox Add-ons " +"`_ erhältlich." #: ../../content/applications/general/developer_mode.rst:54 msgid "Developer tools and technical menu" -msgstr "" +msgstr "Entwicklertools und technisches Menü" #: ../../content/applications/general/developer_mode.rst:56 msgid "" @@ -2113,10 +2381,16 @@ msgid "" " filters, or actions. The options available depend on where the menu is " "accessed from." msgstr "" +"Sobald der Entwicklermodus aktiviert ist, können Sie auf die Entwicklertools" +" zugreifen, indem Sie auf das Symbol :icon:`fa-bug` :guilabel:`(bug)` " +"klicken. Das Menü enthält Tools, die für das Verständnis oder die " +"Bearbeitung technischer Daten nützlich sind, wie z. B. das Feld einer " +"Ansicht, Filter oder Aktionen. Die verfügbaren Optionen hängen davon ab, von" +" wo aus das Menü aufgerufen wird." #: ../../content/applications/general/developer_mode.rst-1 msgid "Accessing the developer tools" -msgstr "" +msgstr "Zugriff auf die Entwicklertools" #: ../../content/applications/general/developer_mode.rst:64 msgid "" @@ -2124,10 +2398,14 @@ msgid "" ":guilabel:`Settings` app. It contains advanced database settings, such as " "ones related to the database structure, security, actions, etc." msgstr "" +"Datenbankadministratoren können das technische Menü über die " +":guilabel:`Einstellungen` aufrufen. Es enthält erweiterte " +"Datenbankeinstellungen, z. B. für die Datenbankstruktur, Sicherheit, " +"Aktionen usw." #: ../../content/applications/general/developer_mode.rst-1 msgid "Accessing the technical menu" -msgstr "" +msgstr "Zugriff auf das technische Menü" #: ../../content/applications/general/email_communication.rst:5 msgid "Email communication" @@ -2895,6 +3173,13 @@ msgid "" "is greatly improved with the :ref:`notifications configuration " "`." msgstr "" +"Es ist Standard in Odoo, dass E-Mails von ``„Name des Autors“ " +"`` empfangen werden. Mit anderen Worten " +"kann dies übersetzt werden in: ``„Name des Autors“ " +"<{ICP.mail.from.filter}@{mail.catchall.domain}>``. In diesem Fall steht ICP " +"für `ir.config_parameter`, das sind die Systemparameter. Die Zustellbarkeit " +"wird mit der :ref:`Benachrichtigungskonfiguration " +"` erheblich verbessert." #: ../../content/applications/general/email_communication/email_domain.rst:18 msgid "" @@ -3732,6 +4017,11 @@ msgid "" "in Odoo: ``“Admin” `` => ``“Admin” " "``." msgstr "" +"Im folgenden Beispiel wird die Absender-E-Mail-Adresse durch die Kombination" +" der beiden Systemparameter (`mail.default.from` und `mail.catchall.domain`)" +" ersetzt. Dies ist die Standardkonfiguration \\ für Benachrichtigungen in " +"Odoo: ``„Admin“ `` => ``„Admin“ " +"``." #: ../../content/applications/general/email_communication/email_servers.rst:126 msgid "" @@ -4303,6 +4593,9 @@ msgid "" "`mail.catchall.domain.allowed` system parameter is still used in Odoo 17 for" " backward compatibility." msgstr "" +"Dieses Problem wurde in Odoo 17 behoben, allerdings wird der Systemparameter" +" `mail.catchall.domain.allowed` aus Gründen der Rückwärtskompatibilität auch" +" in Odoo 17 noch verwendet." #: ../../content/applications/general/email_communication/email_servers.rst:335 msgid "" @@ -4359,18 +4652,15 @@ msgstr "E-Mail nicht gesendet" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" -"Der erste Indikator, der Ihnen anzeigt, dass eine E-Mail nicht gesendet " -"wurde, ist der rote :guilabel:`✉️ (Umschlag)` neben dem Datum und der " -"Uhrzeit der Nachricht im Chatter." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "Roter Umschlag wird im Chatter angezeigt" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -4383,11 +4673,11 @@ msgstr "" "Technisch --> E-Mail --> E-Mails` gehen. Nicht gesendete E-Mails erscheinen " "in Türkis, während gesendete E-Mails in Grau erscheinen." -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "Häufige Fehlermeldungen" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "Tageslimit erreicht" @@ -4395,7 +4685,7 @@ msgstr "Tageslimit erreicht" msgid "Warning in Odoo upon email limit reached." msgstr "Warnung in Odoo bei Erreichen des E-Mail-Limits." -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -4408,11 +4698,11 @@ msgstr "" "um zu verhindern, dass Odoos E-Mail-Server auf eine schwarze Liste gesetzt " "werden." -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "Hier sind die Standardlimits für neue Datenbanken:" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." @@ -4420,15 +4710,17 @@ msgstr "" "**200 E-Mails pro Tag** für Odoo-Online- und Odoo.sh- Datenbanken mit einem " "aktiven Abonnement." -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "**20 E-Mails pro Tag** für 1-App-gratis-Datenbanken." - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." -msgstr "**50 E-Mails pro Tag** für Testdatenbanken." +msgid "**50 emails per day** for one-app free and trial databases." +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." @@ -4436,27 +4728,25 @@ msgstr "" "Im Falle einer Migration wird Ihr tägliches Limit möglicherweise auf 50 " "E-Mails pro Tag zurückgesetzt." -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "Wenn das Tageslimit erreicht wurde:" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -"Wenden Sie sich an das Odoo-Supportteam, das das Tageslimit je nach den " -"folgenden Faktoren erhöhen kann:" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "Wie viel Benutzer sind in der Datenbank?" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "Welche Apps sind installiert?" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " @@ -4466,7 +4756,7 @@ msgstr "" "E-Mails nicht erhalten haben, weil sie von einem Mailserver auf dem Weg zum " "Endempfänger zurückgeschickt wurden." -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " @@ -4476,7 +4766,7 @@ msgstr "" "Maillimit zu sein (lesen Sie dazu die entsprechende :doc:`E-Mail-" "Dokumentation `)," -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -4489,7 +4779,7 @@ msgstr "" " Technisch --> E-Mail --> E-Mails` und klicken Sie dann auf die Schaltfläche" " :guilabel:`Wiederholen` neben einer nicht gesendeten E-Mail." -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -4504,26 +4794,20 @@ msgstr "" "Odoo `, anstelle von E-Mails, " "gemildert werden." -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "SMTP-Fehler" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -"Simple-Mail-Transport-Protocol-(SMTP-)Fehlermeldungen erklären, warum eine " -"E-Mail nicht erfolgreich gesendet wurde. :abbr:`SMTP (Simple Mail Transport " -"Protocol)` ist ein Protokoll zur Beschreibung der E-Mail-Struktur und " -"überträgt Daten von Nachrichten über das Internet. Die von E-Mail-Diensten " -"generierten Fehlermeldungen sind hilfreiche Tools zur Diagnose und Behebung " -"von E-Mail-Problemen." -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -4536,23 +4820,17 @@ msgstr "" "mta4471.mail.bf1.yahoo.com --- Unterhalb dieser Zeile befindet sich eine " "Kopie der Nachricht.`" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -"Das Fehlerbeseitigungsmenü kann verwendet werden, um Probleme beim SMTP-" -"Versand aus einer Datenbank heraus zu untersuchen. Um auf das Menü " -"zuzugreifen, muss der :ref:`Entwicklermodus ` aktiviert " -"sein. Nach der Aktivierung navigieren Sie zum " -":menuselection:`Fehlerbeseitigungsmenü` oben rechts in der Menüleiste (das " -":guilabel:`🐞 (Fehler)`-Symbol), :menuselection:`Fehlerbeseitigungsmenü --> " -"Nachrichten verwalten`." -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," @@ -4563,7 +4841,7 @@ msgstr "" "finden Sie Informationen über den Versand, einschließlich des Typs und des " "Untertyps der Nachricht." -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -4575,7 +4853,7 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "Menüoption „Nachrichten verwalten“ im Fehlerbeseitigungsmenü." -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." @@ -4583,11 +4861,11 @@ msgstr "" "Ein Benutzer muss sich in einer Ansicht in Odoo befinden, die einen Chatter " "enthält, damit die Menüoption :guilabel:`Nachrichten verwalten` erscheint." -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "Kein Fehler aufgetreten" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -4599,7 +4877,7 @@ msgstr "" "Politik der unzustellbaren Mails an, und es ist Odoo nicht immer möglich, " "diese richtig zu interpretieren." -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" @@ -4609,7 +4887,7 @@ msgstr "" "Domain haben, zögern Sie bitte nicht, den `Odoo Support " "`_ zu kontaktieren, um die Ursache zu finden." -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4628,41 +4906,29 @@ msgstr "" "Systemparameter zu, indem Sie zu :menuselection:`Einstellungen --> Technisch" " --> Parameter --> Systemparameter` navigieren." -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "E-Mails verspätet gesendet" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"E-Mail-Kampagnen werden zu einem geplanten Zeitpunkt mit einer in der " -"Datenbank vorprogrammierten Verzögerung versendet. Odoo verwendet eine " -"verzögerte Aufgabe, um E-Mails zu versenden, die als „nicht dringend“ " -"eingestuft werden (Newsletter-Formate, wie z. B. Massenmailings, Marketing-" -"Automatisierung und Veranstaltungen). Mit dem **cron** des " -"Systemdienstprogramms können Sie Programme so planen, dass sie automatisch " -"in bestimmten Abständen ausgeführt werden. Odoo verwendet diese Strategie, " -"um eine Überlastung der Mailserver zu vermeiden und stattdessen die " -"individuelle Kommunikation zu priorisieren. Dieser **cron** heißt " -":guilabel:`E-Mail: E-Mail-Manager für Warteschlange` und kann im " -":ref:`Entwicklermodus ` unter :menuselection:`Einstellungen " -"--> Technisch --> Automatisierung --> Geplante Aktionen` aufgerufen werden." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "E-Mail-Versand für später geplant." -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." @@ -4670,7 +4936,7 @@ msgstr "" "Was ist ein **Cron**? Ein Cron ist eine Aktion, die Odoo im Hintergrund " "ausführt, um einen bestimmten Code zur Erfüllung einer Aufgabe auszuführen." -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4687,7 +4953,7 @@ msgstr "" ":guilabel:`E-Mail: E-Mail-Manager für Warteschlange` und nehmen Sie die " "erforderlichen Anpassungen vor." -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " @@ -4697,27 +4963,23 @@ msgstr "" " andere, wie z. B. Verkaufsaufträge, Rechnungen, Einkaufsaufträge usw.) " "werden direkt gesendet." -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "Eingehende E-Mails" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -"Wenn Sie ein Problem mit eingehenden E-Mails haben, gibt es in Odoo unter " -"Umständen keinen Hinweis darauf. Der Kunde, der versucht, eine Datenbank zu " -"kontaktieren, erhält eine Unzustellbarkeitsnachricht (meistens dei " -"Fehlermeldung :guilabel:`550: Mailbox nicht verfügbar`)." -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "E-Mail wurde nicht empfangen" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." @@ -4725,14 +4987,14 @@ msgstr "" "Welche Schritte zu unternehmen sind, hängt von der Odoo-Plattform ab, auf " "der die Datenbank gehostet wird." -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" "**Odoo.sh**-Benutzer können ihre Live-Protokolle im Ordner :file:`~/logs/` " "finden." -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4750,7 +5012,7 @@ msgstr "" "Protokollen wird jede Aktion auf den E-Mail-Servern von der Datenbank aus " "angezeigt." -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " @@ -4761,7 +5023,7 @@ msgstr "" "Liste von Dateien mit den Protokollen der Datenbank. Die Protokolldateien " "werden täglich um 5:00 Uhr (UTC) erstellt." -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " @@ -4772,7 +5034,7 @@ msgstr "" "der Dateien für heute und gestern lauten jeweils: :file:`odoo.log` und " ":file:`odoo.log.1`." -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " @@ -4782,7 +5044,7 @@ msgstr "" "komprimiert. Verwenden Sie den Befehl :command:`grep` und :command:`zgrep` " "(für die komprimierten Dateien), um die Dateien zu durchsuchen." -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." @@ -4791,7 +5053,7 @@ msgstr "" "Dashboard darauf zugreifen können, finden Sie in :ref:`dieser Dokumentation " "zur Administration `." -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." @@ -4800,7 +5062,7 @@ msgstr "" "finden Sie in :ref:`dieser Entwicklerdokumentation " "`." -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" @@ -4811,11 +5073,11 @@ msgstr "" "wenn Sie ein wiederkehrendes Problem mit demselben Client oder derselben " "Domain haben." -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "Hilfe vom Odoo Support erhalten" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " @@ -4826,7 +5088,7 @@ msgstr "" "hilfreich sein können, wenn Sie das Odoo-Supportteam wegen eines Problems " "kontaktieren:" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4844,7 +5106,7 @@ msgstr "" "diese in das Odoo-Supportticket einzutragen, um die Angelegenheit zu " "untersuchen." -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" @@ -4852,7 +5114,7 @@ msgstr "" "`Gmail-Dokumentation zu Kopfzeilen " "`_" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" @@ -4871,16 +5133,16 @@ msgstr "" "normalerweise in Odoo zu erhalten. Hier finden Sie Beispiele für Fragen, " "deren Antworten nützlich sein können:" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" "Ist dies eine Benachrichtigung von einer Antwort in Odoo erhaltenen Antwort?" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "Ist dies eine Nachricht, die von der Odoo-Datenbank gesendet wird?" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" @@ -4888,15 +5150,15 @@ msgstr "" "Wird ein Posteingangsserver verwendet oder wird die E-Mail irgendwie " "umgeleitet?" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "Gibt es ein Beispiel für eine korrekt weitergeleitete E-Mail?" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "Beantworten Sie die folgenden Fragen:" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" @@ -4905,7 +5167,7 @@ msgstr "" "Anwendungsfall? Wenn es sich um einen bestimmten Anwendungsfall handelt, " "welchen genau?" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " @@ -4915,22 +5177,15 @@ msgstr "" "sollte die unuzstellbare E-Mail die Odoo-Datenbank erreichen und den " ":ref:`roten Umschlag ` anzeigen." -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" -"Damit die Datenbank Unzustellbarkeitsnachrichten korrekt empfangen kann, " -"muss der Systemparameter für unzustellbare E-Mails in den technischen " -"Einstellungen festgelegt werden. Um auf diese Einstellung zuzugreifen, gehen" -" Sie zu :menuselection:`Einstellungen --> Technisch --> Parameter --> " -"Systemparameter`. Wählen Sie dann den Parameternamen " -":guilabel:`mail.bounce.alias` und setzen Sie den Wert auf `bounce`, wenn er " -"nicht bereits gesetzt ist." #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" @@ -5969,6 +6224,8 @@ msgid "" "The :guilabel:`System Parameters` can be accessed by activating the " ":ref:`developer mode `." msgstr "" +"Auf die :guilabel:`Systemparameter` können Sie zugreifen, indem Sie den " +":ref:`Entwicklermodus ` aktivieren." #: ../../content/applications/general/email_communication/mailjet_api.rst:216 msgid "" @@ -5990,10 +6247,12 @@ msgstr "Geolokalisierung" msgid "" "You can locate contacts or places and generate routes on a map in Odoo." msgstr "" +"Sie können in Odoo Kontakte oder Orte lokalisieren und Routen auf einer " +"Karte erstellen." #: ../../content/applications/general/integrations/geolocation.rst-1 msgid "Map displaying a contact's location." -msgstr "" +msgstr "Karte mit dem Standort eines Kontakts." #: ../../content/applications/general/integrations/geolocation.rst:10 msgid "" @@ -6001,6 +6260,10 @@ msgid "" ":guilabel:`Integrations`, section, activate :guilabel:`Geo Localization`. " "Then, choose between using the OpenStreetMap or Google Places API." msgstr "" +"Um die Funktion zu nutzen, öffnen Sie die :guilabel:`Einstellungen` und " +"aktivieren Sie unter dem Abschnitt :guilabel:`Integrationen` die Option " +":guilabel:`Geolokalisierung`. Wählen Sie dann zwischen der Verwendung der " +"API von OpenStreetMap oder Google Places." #: ../../content/applications/general/integrations/geolocation.rst:14 msgid "**OpenStreetMap**" @@ -6011,6 +6274,9 @@ msgid "" "OpenStreetMap is a free, open geographic database updated and maintained by " "volunteers. To use it, select :guilabel:`Open Street Map`." msgstr "" +"OpenStreetMap ist eine kostenlose, offene geografische Datenbank, die von " +"Freiwilligen aktualisiert und gepflegt wird. Um sie zu nutzen, wählen Sie " +":guilabel:`Open Street Map`." #: ../../content/applications/general/integrations/geolocation.rst:20 msgid "" @@ -6018,10 +6284,13 @@ msgid "" "community `_ to fix any issues " "encountered." msgstr "" +"OpenStreetMap ist möglicherweise nicht immer genau. Sie können der " +"`OpenStreetMap-Community `_ " +"beitreten, um aufgetretene Probleme zu beheben." #: ../../content/applications/general/integrations/geolocation.rst:23 msgid "**Google Places API map**" -msgstr "" +msgstr "**Karte der Google Places API**" #: ../../content/applications/general/integrations/geolocation.rst:25 msgid "" @@ -6029,41 +6298,51 @@ msgid "" "points of interest. It supports location-based features like search, " "navigation, and recommendations." msgstr "" +"Die Google-Places-API-Karte bietet detaillierte Informationen zu Orten, " +"Unternehmen und Interessen. Sie unterstützt ortsbezogene Funktionen wie " +"Suche, Navigation und Empfehlungen." #: ../../content/applications/general/integrations/geolocation.rst:29 msgid "" "Using the Google Places API could require `payment to Google " "`_." msgstr "" +"Die Verwendung der Google Places API könnte eine `Zahlung an Google " +"`_ erfordern." #: ../../content/applications/general/integrations/geolocation.rst:32 msgid "" "To use it, select :guilabel:`Google Place Map` and enter your :ref:`API Key " "`." msgstr "" +"Um es zu verwenden, wählen Sie :guilabel:`Google Place Map` und geben Sie " +"Ihren :ref:`API-Schlüssel ` ein." #: ../../content/applications/general/integrations/geolocation.rst-1 msgid "Google Places API key" -msgstr "" +msgstr "API-Schlüssel von Google Places" #: ../../content/applications/general/integrations/geolocation.rst:39 msgid "" ":doc:`/applications/websites/website/configuration/address_autocomplete`" msgstr "" +":doc:`/applications/websites/website/configuration/address_autocomplete`" #: ../../content/applications/general/integrations/google_translate.rst:3 msgid "Google Translate" -msgstr "" +msgstr "Google Übersetzer" #: ../../content/applications/general/integrations/google_translate.rst:5 msgid "" "*Google Translate* can be used to translate user generated text in the Odoo " "chatter." msgstr "" +"*Google Übersetzer* kann verwendet werden, um vom Benutzer erstellte Texte " +"im Odoo-Chatter zu übersetzen." #: ../../content/applications/general/integrations/google_translate.rst:8 msgid "Google API console" -msgstr "" +msgstr "Google-API-Konsole" #: ../../content/applications/general/integrations/google_translate.rst:10 msgid "" @@ -6071,12 +6350,18 @@ msgid "" " with the *Google API console*. Once the following processes are complete, " "an *API key* is created to input in Odoo." msgstr "" +"Ein Großteil der Einrichtung für die Integration von *Google Übersetzer* in " +"Odoo erfolgt über die *Google-API-Konsole*. Sobald die folgenden Prozesse " +"abgeschlossen sind, wird ein *API-Schlüssel* für die Eingabe in Odoo " +"erstellt." #: ../../content/applications/general/integrations/google_translate.rst:14 msgid "" "`Google Translate setup on Google " "`_" msgstr "" +"`Einstellung zu Google Übersetzer auf Google " +"`_" #: ../../content/applications/general/integrations/google_translate.rst:19 msgid "" @@ -6086,12 +6371,20 @@ msgid "" "account (this should match the email address that has billing attached to " "it)." msgstr "" +"Um loszulegen, gehen Sie zur `Google API Console " +"`_. Melden Sie sich mit Ihrem " +"*Google-Workspace*-Konto an, wenn Sie eines haben, andernfalls melden Sie " +"sich mit Ihrem persönlichen Gmail-Konto an (dieses sollte mit der E-Mail-" +"Adresse übereinstimmen, an die die Rechnung angehängt ist)." #: ../../content/applications/general/integrations/google_translate.rst:23 msgid "" "Next, click :guilabel:`Create Project` on the far-right of the " ":guilabel:`OAuth consent screen`." msgstr "" +"Als nächstes klicken Sie auf :guilabel:`Create Project` (Projekt erstellen) " +"ganz rechts auf dem :guilabel:`OAuth consent screen` OAuth-" +"Zustimmungsbildschirm)." #: ../../content/applications/general/integrations/google_translate.rst:26 msgid "" @@ -6099,6 +6392,10 @@ msgid "" "next to the :guilabel:`Google Cloud` icon, and a pop-over window appears. " "Next, click :guilabel:`New Project` top-right of the pop-over window." msgstr "" +"Wenn in der *Google API Console* bereits Projekte vorhanden sind, klicken " +"Sie auf das Dropdown-Menü neben dem Symbol :guilabel:`Google Cloud`, " +"woraufhin ein Pop-over-Fenster erscheint. Klicken Sie dann auf " +":guilabel:`New Project` (Neues Projekt) oben rechts im Pop-over-Fenster." #: ../../content/applications/general/integrations/google_translate.rst:30 msgid "" @@ -6111,7 +6408,7 @@ msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:42 msgid "API library" -msgstr "" +msgstr "API-Bibliothek" #: ../../content/applications/general/integrations/google_translate.rst:44 msgid "" diff --git a/locale/de/LC_MESSAGES/hr.po b/locale/de/LC_MESSAGES/hr.po index c14294049..10d39a86a 100644 --- a/locale/de/LC_MESSAGES/hr.po +++ b/locale/de/LC_MESSAGES/hr.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -915,7 +915,7 @@ msgstr "" "sind hervorgehoben." #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "Reiter „Kompetenzen“" @@ -1003,7 +1003,7 @@ msgstr "" "Reiter, und der Reiter erscheint **nicht** in seiner Beurteilung." #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "Ein Meeting planen" @@ -1223,186 +1223,13 @@ msgstr "" "Schaltfläche :guilabel:`Meeting` der Text :guilabel:`Kein Meeting`." #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Berichtswesen" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" -"Die *Mitarbeiterbeurteilungsapp* verfolgt zwei Metriken in zwei " -"verschiedenen Berichten: eine :ref:`Beurteilungsanalyse " -"` und einen :ref:`Bericht über Mitarbeiterkompetenzen " -"`." - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "Beurteilungsanalyse" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" -"Um den Bericht zur *Beurteilungsanalyse* aufzurufen, navigieren Sie zu " -":menuselection:`Mitarbeiterbeurteilung --> Berichtswesen --> " -"Beurteilungsanalyse`. Hier wird ein Bericht über alle Beurteilungen in der " -"Datenbank angezeigt, die je nach Status in verschiedenen Farben " -"hervorgehoben sind." - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" -"Beurteilungen in Gelb sind abgeschlossen, Beurteilungen in Orange sind in " -"Arbeit (die Beurteilung ist bestätigt, aber noch nicht abgeschlossen), und " -"Beurteilungen in Grau sind geplant (siehe :ref:`appraisals/appraisal-plan`)," -" aber noch nicht bestätigt." - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" -"Der Bericht zeigt standardmäßig das gesamte aktuelle Jahr, gruppiert nach " -"Abteilung." - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" -"Um die dargestellte Kalenderansicht zu ändern, ändern Sie die " -"Datumseinstellungen oben links im Bericht. Die Optionen für die Anzeige sind" -" :guilabel:`Tag`, :guilabel:`Woche`, :guilabel:`Monat` und :guilabel:`Jahr`." -" Verwenden Sie die Pfeile, um sich in der Zeit vorwärts oder rückwärts zu " -"bewegen." - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" -"Sie können jederzeit auf die Schaltfläche :guilabel:`Heute` klicken, um den " -"Kalender zu öffnen und das heutige Datum in die Ansicht aufzunehmen." - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" -"In der Leiste :guilabel:`Suchen ...` am oberen Rand des Berichts können Sie " -"weitere Filter und Gruppierungen festlegen." - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" -"Ein Bericht mit allen Beurteilungen für den Beurteilungsanalysebericht." - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "Kompetenzenentwicklung" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" -"Um auf den Bericht zur *Kompetenzentwicklung* zuzugreifen, navigieren Sie zu" -" :menuselection:`Mitarbeiterbeurteilung --> Berichtswesen --> " -"Kompetenzentwicklung`. Hier wird ein Bericht über alle Kompetenzen, " -"gruppiert nach Mitarbeiter, angezeigt." - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" -"Alle Zeilen des Berichts sind standardmäßig eingeklappt. Um die Details " -"einer Zeile anzuzeigen, klicken Sie auf eine Zeile, um die Daten zu " -"erweitern." - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "Zu jeder Kompetenz sind die folgenden Informationen aufgeführt:" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr ":guilabel:`Mitarbeiter`: Name des Mitarbeiters." - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" -":guilabel:`Kompetenzart`: die Kategorie, unter die die Kompetenz fällt." - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr ":guilabel:`Kompetenz`: die spezifische, individuelle Kompetenz." - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" -":guilabel:`Vorheriges Kompetenzlevel`: das Level, das der Mitarbeiter zuvor " -"für die Fähigkeit erreicht hat." - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" -":guilabel:`Vorheriger Kompetenzfortschritt`: der vorherige Prozentsatz der " -"erreichten Fertigkeit für diese Kompetenz (basierend auf dem " -":guilabel:`Kompetenzlevel`)." - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" -":guilabel:`Aktuelles Kompetenzlevel`: das aktuelle Level, das der " -"Mitarbeiter für die Kompetenz erreicht hat." - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" -":guilabel:`Aktueller Kompetenzfortschritt`: der aktuelle Prozentsatz der " -"erreichten Fertigkeit für die Kompetenz." - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" -":guilabel:`Begründung`: alle Notizen, die zu der Kompetenz eingegeben " -"werden, um den Fortschritt zu erklären." - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "Ein Bericht, der alle Kompetenzen gruppiert nach Mitarbeiter zeigt." - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr ":doc:`appraisals/goals`" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Ziele" @@ -1636,6 +1463,270 @@ msgstr "" "Formular. Wenn Sie darauf klicken, erscheint ein grünes " ":guilabel:`Erledigt`-Banner in der oberen rechten Ecke des Formulars." +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Berichtswesen" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "Beurteilungsanalyse" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" +"Ein Bericht mit allen Beurteilungen für den Beurteilungsanalysebericht." + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "Kompetenzenentwicklung" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "Zu jeder Kompetenz sind die folgenden Informationen aufgeführt:" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr ":guilabel:`Mitarbeiter`: Name des Mitarbeiters." + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" +":guilabel:`Kompetenzart`: die Kategorie, unter die die Kompetenz fällt." + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr ":guilabel:`Kompetenz`: die spezifische, individuelle Kompetenz." + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" +":guilabel:`Vorheriges Kompetenzlevel`: das Level, das der Mitarbeiter zuvor " +"für die Fähigkeit erreicht hat." + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" +":guilabel:`Vorheriger Kompetenzfortschritt`: der vorherige Prozentsatz der " +"erreichten Fertigkeit für diese Kompetenz (basierend auf dem " +":guilabel:`Kompetenzlevel`)." + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" +":guilabel:`Aktuelles Kompetenzlevel`: das aktuelle Level, das der " +"Mitarbeiter für die Kompetenz erreicht hat." + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" +":guilabel:`Aktueller Kompetenzfortschritt`: der aktuelle Prozentsatz der " +"erreichten Fertigkeit für die Kompetenz." + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "Ein Bericht, der alle Kompetenzen gruppiert nach Mitarbeiter zeigt." + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Anwesenheiten" @@ -2311,7 +2402,7 @@ msgstr "" "Mitarbeiters." #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Übersicht" @@ -7790,9 +7881,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "Füllen Sie die folgenden Informationen des Formulars aus:" @@ -9243,6 +9334,10 @@ msgid "" "categories, and alerts. Once these are created, employees can view offerings" " and order food." msgstr "" +"Bevor Mitarbeiter die App *Mittagessen* nutzen können, müssen Sie eine Reihe" +" von Konfigurationen vornehmen: Einstellungen, Anbieter, Standorte, " +"Produkte, Produktkategorien und Warnmeldungen. Sobald diese eingerichtet " +"sind, können die Mitarbeiter die Angebote einsehen und Essen bestellen." #: ../../content/applications/hr/lunch.rst:17 msgid "" @@ -9250,10 +9345,14 @@ msgid "" "settings and notifications. To access the settings, navigate to " ":menuselection:`Lunch app --> Configuration: Settings`." msgstr "" +"In der App *Mittagessen* müssen Sie nur zwei Einstellungen konfigurieren: " +"Überziehungseinstellungen und Benachrichtigungen. Um auf die Einstellungen " +"zuzugreifen, navigieren Sie zu :menuselection:`Mittagessen --> " +"Konfiguration: Einstellungen`." #: ../../content/applications/hr/lunch.rst:20 msgid "Configure the following:" -msgstr "" +msgstr "Konfigurieren Sie Folgendes:" #: ../../content/applications/hr/lunch.rst:22 msgid "" @@ -9261,6 +9360,9 @@ msgid "" "employees. The currency format is determined by the localization setting of " "the company." msgstr "" +":guilabel:`Mittagessenüberziehung`: Geben Sie den maximalen " +"Überziehungsbetrag für Mitarbeiter ein. Das Währungsformat wird durch die " +"Lokalisierungseinstellung des Unternehmens bestimmt." #: ../../content/applications/hr/lunch.rst:24 msgid "" @@ -9269,6 +9371,10 @@ msgid "" "lunch has been delivered. Enjoy your meal!` populates this field, but can be" " modified, if desired." msgstr "" +":guilabel:`Empfangsbenachrichtigung`: legen Sie die Nachricht fest, die " +"Benutzer über die *Dialogapp* erhalten, wenn ihr Essen geliefert wurde. Die " +"Standardnachricht `Ihr Mittagessen wurde geliefert. Guten Appetit!\" füllt " +"dieses Feld aus, kann aber auf Wunsch geändert werden." #: ../../content/applications/hr/lunch.rst:29 msgid "" @@ -9276,6 +9382,9 @@ msgid "" "*Lunch* application have the option of entering translations for various " "fields." msgstr "" +"Wenn in einer Datenbank mehrere Sprachen installiert sind, haben viele " +"Formulare in der *Lunch*-App die Möglichkeit, Übersetzungen für verschiedene" +" Felder einzugeben." #: ../../content/applications/hr/lunch.rst:32 msgid "" @@ -9284,12 +9393,19 @@ msgid "" "click the two letter language code (for example, :guilabel:`EN` for English)" " and a translation pop-up window appears." msgstr "" +"Wenn Übersetzungen konfiguriert werden können, wird ein Sprachcode neben " +"einem übersetzbaren Feld in einem Formular angezeigt. Um Übersetzungen für " +"dieses Feld hinzuzufügen, klicken Sie auf den zweistelligen Sprachcode (z. " +"B. :guilabel:`EN` für Englisch) und ein Übersetzungs-Pop-up-Fenster " +"erscheint." #: ../../content/applications/hr/lunch.rst:36 msgid "" "The following is an example for the :guilabel:`Reception notification` field" " in the settings menu:" msgstr "" +"Im Folgenden sehen Sie ein Beispiel für das Feld " +":guilabel:`Empfangsbenachrichtigung` im Einstellungsmenü:" #: ../../content/applications/hr/lunch.rst:39 msgid "" @@ -9709,6 +9825,9 @@ msgid "" "application is installed. If a company has more than one location, they must" " be configured." msgstr "" +"Standardmäßig erstellt Odoo bei der Installation der App *Mittagessen* einen" +" Standort `Hauptbüro`. Wenn ein Unternehmen mehr als einen Standort hat, " +"müssen diese konfiguriert werden." #: ../../content/applications/hr/lunch.rst:206 msgid "" @@ -9717,6 +9836,11 @@ msgid "" "the :guilabel:`New` button in the top-left corner and a blank line appears " "beneath the last location in the list." msgstr "" +"Um einen Ort hinzuzufügen, navigieren Sie zu :menuselection:`Mittagessen -->" +" Konfiguration: Standorte`. Die aktuell konfigurierten Standorte werden in " +"einer Listenansicht angezeigt. Klicken Sie auf die Schaltfläche " +":guilabel:`Neu` in der oberen linken Ecke und eine leere Zeile erscheint " +"unter dem letzten Ort in der Liste." #: ../../content/applications/hr/lunch.rst:210 msgid "" @@ -9724,166 +9848,70 @@ msgid "" ":guilabel:`Address` field to the right of the name, and enter the location's" " address. It is possible to enter multiple lines in the address field." msgstr "" +"Geben Sie den Namen des Ortes in das Feld ein. Klicken Sie dann in das Feld " +":guilabel:`Adresse` rechts neben dem Namen und geben Sie die Adresse des " +"Ortes ein. Es ist möglich, mehrere Zeilen in das Adressfeld einzugeben." #: ../../content/applications/hr/lunch.rst:214 msgid "Repeat this for all locations that need to be added." -msgstr "" +msgstr "Wiederholen Sie diesen Vorgang für alle hinzuzufügenden Orte." #: ../../content/applications/hr/lunch.rst-1 msgid "A list view of the locations with the new button highlighted." msgstr "" +"Eine Listenansicht der Orte, in der die neue Schaltfläche hervorgehoben ist." #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Produkte" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Produktkategorie" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Warnungen" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" +"Es ist möglich, Benachrichtigungen einzurichten, die entweder in der " +"*Mittagessen-App* angezeigt oder über die *Dialog-App* an bestimmte " +"Mitarbeiter gesendet werden können." -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " ":guilabel:`New` button in the top-left corner and a blank lunch alert form " "loads. Enter the following information on the form:" msgstr "" +"Standardmäßig sind keine Warnmeldungen vorkonfiguriert. Um eine " +"Benachrichtigung einzurichten, navigieren Sie zu :menuselection:`Mittagessen" +" --> Konfiguration: Benachrichtigungen`. Klicken Sie auf die Schaltfläche " +":guilabel:`Neu` in der oberen linken Ecke und ein leeres Formular für die " +"Benachrichtigung für Mittagessen wird geladen. Geben Sie die folgenden " +"Informationen in das Formular ein:" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" +":guilabel:`Benachrichtigungsname`: Geben Sie einen Namen für die " +"Benachrichtigung ein. Dieser sollte kurz und aussagekräftig sein, z. B. " +"`Neuer Essenslieferant` oder `Bestellung bis 11`. Dieses Feld ist " +"**erforderlich**." -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" +":guilabel:`Anzeige`: Wählen Sie aus, ob die Benachrichtigung in der " +"*Mittagessen-App* sichtbar ist (:guilabel:`Benachrichtigung in der App)` " +"oder über *Dialog* in einem Chat-Fenster an die Mitarbeiter gesendet wird " +"(:guilabel:`Chat-Benachrichtigung`)." -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -9891,41 +9919,62 @@ msgid "" ":guilabel:`Employee who ordered last week`, :guilabel:`Employee who ordered " "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" +":guilabel:`Empfänger`: dieses Feld erscheint nur, wenn :guilabel:`Chat-" +"Benachrichtigung` für die Option :guilabel:`Anzeige` ausgewählt wurde. " +"Wählen Sie aus, wer die Chat-Benachrichtigung erhält. Die Optionen sind: " +":guilabel:`Jeder`, :guilabel:`Mitarbeiter, der letzte Woche bestellt hat`, " +":guilabel:`Mitarbeiter, der letzten Monat bestellt hat`, oder " +":guilabel:`Mitarbeiter, der letztes Jahr bestellt hat`." -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " "**required**, therefore, if the alert applies to all locations, select all " "the locations from the drop-down menu." msgstr "" +":guilabel:`Ort`: Wählen Sie aus dem Dropdown-Menü die Orte aus, für die die " +"Benachrichtigung erscheinen soll. Es können mehrere Orte ausgewählt werden. " +"Dieses Feld ist **erforderlich**. Wenn die Meldung also für alle Standorte " +"gilt, wählen Sie alle Standorte aus dem Dropdown-Menü aus." -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" +":guilabel:`Anzeigen bis`: Wenn die Benachrichtigung an einem bestimmten " +"Datum ablaufen soll, wählen Sie das Datum in der Kalenderauswahl." -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" +":guilabel:`Aktiv`: Diese Option ist standardmäßig aktiviert (erscheint " +"grün). Um die Benachrichtigung auszuschalten, klicken Sie auf den Schalter, " +"sodass er nicht mehr grün erscheint." -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" +":guilabel:`Nachricht`: Geben Sie in diesem Feld die Warnmeldung ein. Dieses " +"Feld ist **erforderlich**." -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" +":guilabel:`Benachrichtigungszeit`: Wählen Sie die Wochentage aus, an denen " +"die Benachrichtigung gesendet werden soll. In der Standardeinstellung sind " +"alle sieben Tage aktiv. Klicken Sie auf ein Kontrollkästchen, um die " +"Einstellung von aktiv zu inaktiv zu ändern." -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -9933,28 +9982,40 @@ msgid "" " :guilabel:`PM` using the drop-down menu to the right of the " ":guilabel:`Time` field." msgstr "" +"Wenn :guilabel:`Chat-Benachrichtigung` für die Option :guilabel:`Anzeige` " +"ausgewählt wurde, erscheint auch ein Feld :guilabel:`Zeit`. Geben Sie die " +"Uhrzeit ein, zu der die Chat-Nachricht gesendet werden soll. Wählen Sie dann" +" mithilfe des Dropdown-Menüs rechts neben dem Feld :guilabel:`Zeit` aus, ob " +"es sich um :guilabel:`vormittahs` oder :guilabel:`nachmittags` handelt." #: ../../content/applications/hr/lunch.rst-1 msgid "" "An alert form with all of the information filled out for a chat alert sent at 10:30 AM,\n" "asking employees to submit orders by 11:30 AM." msgstr "" +"Ein Benachrichtigungsformular mit allen Informationen für eine Chat-" +"Benachrichtigung, die um 10:30 Uhr versandt wird und die Mitarbeiter " +"auffordert, ihre Bestellungen bis 11:30 Uhr zu übermitteln." -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" -msgstr "" +msgstr ":doc:`lunch/orders`" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" -msgstr "" +msgstr ":doc:`lunch/user-accounts`" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" -msgstr "" +msgstr ":doc:`lunch/management`" #: ../../content/applications/hr/lunch/management.rst:3 msgid "Lunch management" -msgstr "" +msgstr "Verwaltung des Mittagessens" #: ../../content/applications/hr/lunch/management.rst:5 msgid "" @@ -9963,6 +10024,10 @@ msgid "" "the orders, and notifying employees when their orders have arrived. This can" " be the same person." msgstr "" +"In der *Mittagessen-App* von Odoo ist es erforderlich, dass jemand die " +"Bestellungen, Lieferanten und Produkte verwaltet. Außerdem muss jemand für " +"die Bestellungen verantwortlich sein und die Mitarbeiter benachrichtigen, " +"wenn ihre Bestellungen eingetroffen sind. Dies kann dieselbe Person sein." #: ../../content/applications/hr/lunch/management.rst:9 msgid "" @@ -9972,6 +10037,12 @@ msgid "" ":ref:`Today's Orders ` dashboard, or the :ref:`Control " "Vendors ` dashboard." msgstr "" +"Bestellungen können :ref:`storniert `, :ref:`an den " +"Lieferanten gesendet ` oder bei Ankunft :ref:`bestätigt " +"` werden und :ref:`Mitarbeiter können benachrichtigt " +"werden `, entweder über das Dashboard :ref:`Heutige " +"Bestellungen ` oder über das Dashboard " +":ref:`Lieferantenübersicht `." #: ../../content/applications/hr/lunch/management.rst:14 msgid "" @@ -9980,12 +10051,19 @@ msgid "" ":menuselection:`Settings app` and selecting :guilabel:`Manage Users`. Then, " "click on the desired user to view their access rights." msgstr "" +"Um die *Mittagessen-App* zu verwalten, benötigen Benutzer die entsprechenden" +" :guilabel:`Administrator`-Rechte. Diese können Sie festlegen, indem Sie zur" +" :menuselection:`Einstellungen-App` navigieren und :guilabel:`Benutzer " +"verwalten` auswählen. Klicken Sie dann auf den gewünschten Benutzer, um " +"seine Zugriffsrechte anzuzeigen." #: ../../content/applications/hr/lunch/management.rst:18 msgid "" "For more information on access rights, refer to the :doc:`Access rights " "<../../general/users/access_rights/>` documentation." msgstr "" +"Weitere Informationen zu Zugriffsrechten finden Sie in der Dokumentation zu " +":doc:`Zugriffsrechten <../../general/users/access_rights/>`." #: ../../content/applications/hr/lunch/management.rst:22 msgid "" @@ -9993,6 +10071,8 @@ msgid "" ":guilabel:`Manager` and :guilabel:`Configuration` menus in the *Lunch* " "application." msgstr "" +"Nur Benutzer mit Administratorrechten können die Menüs :guilabel:`Manager` " +"und :guilabel:`Konfiguration` in der *Mittagessen-App* sehen." #: ../../content/applications/hr/lunch/management.rst:28 msgid "Today's Orders" @@ -10005,57 +10085,70 @@ msgid "" "in a list view on the :guilabel:`Today's Orders` dashboard, with a filter " "for :guilabel:`Today`, and grouped by :guilabel:`Vendor`, by default." msgstr "" +"Um die Bestellungen des Tages anzuzeigen und zu verwalten, navigieren Sie zu" +" :menuselection:`Mittagessen --> Manager --> Heutige Bestellungen`. Alle " +"Bestellungen des Tages werden in einer Listenansicht auf dem Dashboard " +":guilabel:`Heutige Bestellungen` angezeigt, mit einem Filter für " +":guilabel:`Heute` und standardmäßig gruppiert nach :guilabel:`Lieferant`." #: ../../content/applications/hr/lunch/management.rst:35 #: ../../content/applications/hr/lunch/management.rst:160 msgid "The following information appears in the list:" -msgstr "" +msgstr "Folgende Informationen werden in der Liste angezeigt:" #: ../../content/applications/hr/lunch/management.rst:37 #: ../../content/applications/hr/lunch/management.rst:162 msgid ":guilabel:`Order Date`: the date the order was placed." msgstr "" +":guilabel:`Bestelldatum`: das Datum, an dem die Bestellung aufgegeben wurde." #: ../../content/applications/hr/lunch/management.rst:38 #: ../../content/applications/hr/lunch/management.rst:163 msgid ":guilabel:`Vendor`: the vendor the product is being ordered from." msgstr "" +":guilabel:`Lieferant`: der Lieferant, bei dem das Produkt bestellt wird." #: ../../content/applications/hr/lunch/management.rst:39 #: ../../content/applications/hr/lunch/management.rst:164 msgid ":guilabel:`Product`: the specific product ordered." -msgstr "" +msgstr ":guilabel:`Produkt`: das bestellte Produkt." #: ../../content/applications/hr/lunch/management.rst:40 #: ../../content/applications/hr/lunch/management.rst:165 msgid ":guilabel:`Extras`: any extras selected for the product." -msgstr "" +msgstr ":guilabel:`Extras`: für das Produkt ausgewählte Extras." #: ../../content/applications/hr/lunch/management.rst:41 #: ../../content/applications/hr/lunch/management.rst:166 msgid ":guilabel:`Notes`: any information needed to be sent to the vendor." msgstr "" +":guilabel:`Notizen`: alle Informationen, die an den Lieferanten gesendet " +"werden müssen." #: ../../content/applications/hr/lunch/management.rst:42 #: ../../content/applications/hr/lunch/management.rst:167 msgid ":guilabel:`User`: the user who ordered the product." -msgstr "" +msgstr ":guilabel:`Benutzer`: der Benutzer, der das Produkt bestellt hat." #: ../../content/applications/hr/lunch/management.rst:43 #: ../../content/applications/hr/lunch/management.rst:168 msgid ":guilabel:`Lunch Location`: where the product is set to be delivered." msgstr "" +":guilabel:`Standort für das Mittagessen`: wo das Produkt geliefert werden " +"soll." #: ../../content/applications/hr/lunch/management.rst:44 #: ../../content/applications/hr/lunch/management.rst:169 msgid "" ":guilabel:`Price`: the total price for the product, including all extras." msgstr "" +":guilabel:`Preis`: der Gesamtpreis für das Produkt, einschließlich aller " +"Extras." #: ../../content/applications/hr/lunch/management.rst:45 #: ../../content/applications/hr/lunch/management.rst:170 msgid ":guilabel:`Status`: the current status of the product." -msgstr "" +msgstr ":guilabel:`Status`: der aktuelle Status des Produkts." #: ../../content/applications/hr/lunch/management.rst:46 #: ../../content/applications/hr/lunch/management.rst:171 @@ -10063,26 +10156,34 @@ msgid "" ":guilabel:`Company`: the company under which the order was placed. This only" " appears in a multi-company database." msgstr "" +":guilabel:`Unternehmen`: das Unternehmen, in dem die Bestellung aufgegeben " +"wurde. Dies erscheint nur in einer Datenbank mit mehreren Unternehmen." #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "The list that appears in the Today's Orders dashboard, with the filters and top column\n" "names highlighted." msgstr "" +"Die Liste, die im Dashboard „Heutige Bestellungen“ erscheint, wobei die " +"Filter und die Namen der obersten Spalten hervorgehoben sind." #: ../../content/applications/hr/lunch/management.rst:57 msgid "Cancel orders" -msgstr "" +msgstr "Bestellungen stornieren" #: ../../content/applications/hr/lunch/management.rst:59 msgid "All users can cancel an order, not just managers of the *Lunch* app." msgstr "" +"Alle Benutzer können eine Bestellung stornieren, nicht nur Manager der " +"*Mittagessen-App*." #: ../../content/applications/hr/lunch/management.rst:61 msgid "" "To cancel an order from a vendor, individual products **must** be canceled " "one at a time." msgstr "" +"Um eine Bestellung bei einem Lieferanten zu stornieren, **müssen** Sie die " +"einzelnen Produkte nacheinander stornieren." #: ../../content/applications/hr/lunch/management.rst:63 msgid "" @@ -10091,26 +10192,34 @@ msgid "" "the :guilabel:`✖️ Cancel` button to cancel the order for that individual " "product." msgstr "" +"Auf dem Dashboard :guilabel:`Heutige Bestellungen` wird eine Schaltfläche " +":guilabel:`✖️ Stornieren` ganz rechts neben jeder Produktlinie angezeigt, " +"die storniert werden kann. Klicken Sie auf die Schaltfläche :guilabel:`✖️ " +"Stornieren`, um die Bestellung für dieses einzelne Produkt zu stornieren." #: ../../content/applications/hr/lunch/management.rst:68 msgid "" "Only products with a red :guilabel:`Status` tag of :guilabel:`Ordered` can " "be canceled." msgstr "" +"Nur Produkte mit einem roten :guilabel:`Status`-Stichwort von " +":guilabel:`Bestellt` können storniert werden." #: ../../content/applications/hr/lunch/management.rst-1 msgid "Order lines with the cancel button highlighted." -msgstr "" +msgstr "Bestellzeilen mit hervorgehobener Schaltfläche „Stornieren“." #: ../../content/applications/hr/lunch/management.rst:77 msgid "Send orders" -msgstr "" +msgstr "Bestellungen versenden" #: ../../content/applications/hr/lunch/management.rst:79 msgid "" "The first step in managing the *Lunch* app is to send the orders to the " "vendors." msgstr "" +"Der erste Schritt bei der Verwaltung der *Mittagessen-App* besteht darin, " +"die Bestellungen an die Lieferanten zu senden." #: ../../content/applications/hr/lunch/management.rst:81 msgid "" @@ -10118,12 +10227,18 @@ msgid "" " **must** send the orders to the vendor, outside of the database (call, " "online order, etc.)." msgstr "" +"Wenn die Bestellungen versandfertig sind, **muss** der für den Versand der " +"Bestellungen zuständige Manager die Bestellungen außerhalb der Datenbank an " +"den Lieferanten senden (Anruf, Online-Bestellung usw.)." #: ../../content/applications/hr/lunch/management.rst:84 msgid "" "Once orders have been placed with the vendors, click the :guilabel:`Send " "Orders` button that appears next to each vendor's name and phone number." msgstr "" +"Sobald Sie die Bestellungen bei den Lieferanten aufgegeben haben, klicken " +"Sie auf die Schaltfläche :guilabel:`Bestellungen senden`, die neben dem " +"Namen und der Telefonnummer des jeweiligen Lieferanten erscheint." #: ../../content/applications/hr/lunch/management.rst:87 msgid "" @@ -10134,27 +10249,43 @@ msgid "" "orders in the *Lunch* app rely on the :guilabel:`Status` tags to track their" " orders." msgstr "" +"Sobald die Bestellung abgeschickt wurde, ändert sich die Schaltfläche " +":guilabel:`Bestellungen senden` in eine Schaltfläche :guilabel:`Bestellungen" +" bestätigen` und die Spalte :guilabel:`Status` wird von der roten Markierung" +" :guilabel:`Bestellt` auf die blaue Markierung :guilabel:`Gesendet` " +"aktualisiert, was anzeigt, dass die Bestellung an den Lieferanten " +"abgeschickt wurde. Benutzer, die in der *Mittagessen-App* Bestellungen " +"aufgegeben haben, verwenden die Stichwörter guilabel:`Status`, um ihre " +"Bestellungen zu verfolgen." #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "A vendor's order with the X Cancel and Send Orders buttons highlighted." msgstr "" +"Die Bestellung eines Lieferanten mit den hervorgehobenen Schaltflächen „X " +"Stornieren“ und „Bestellungen senden”." #: ../../content/applications/hr/lunch/management.rst:99 msgid "Confirm orders" -msgstr "" +msgstr "Bestellungen bestätigen" #: ../../content/applications/hr/lunch/management.rst:101 msgid "" "After orders have been sent to the vendor, the next step is to confirm the " "orders after they have been delivered." msgstr "" +"Nachdem die Bestellungen an den Lieferanten gesendet wurden, besteht der " +"nächste Schritt darin, die Bestellungen zu bestätigen, nachdem sie geliefert" +" worden sind." #: ../../content/applications/hr/lunch/management.rst:104 msgid "" "On the :guilabel:`Today's Orders` dashboard, click the :guilabel:`Confirm " "Orders` button that appears next to the vendor's name and phone number." msgstr "" +"Klicken Sie auf dem Dashboard :guilabel:`Heutige Bestellungen` auf die " +"Schaltfläche :guilabel:`Bestellungen bestätigen`, die neben dem Namen und " +"der Telefonnummer des Lieferanten erscheint." #: ../../content/applications/hr/lunch/management.rst:107 msgid "" @@ -10163,12 +10294,20 @@ msgid "" "green :guilabel:`Received` tags, indicating the vendor has delivered the " "orders." msgstr "" +"Nach der Bestätigung verschwindet die Schaltfläche :guilabel:`Bestellungen " +"bestätigen` und die Spalte :guilabel:`Status` wird von blauen " +":guilabel:`Gesendet`-Stichwörter auf grüne :guilabel:`Erhalten`-Stichwörter " +"aktualisiert, was bedeutet, dass der Lieferant die Bestellungen geliefert " +"hat." #: ../../content/applications/hr/lunch/management.rst:111 msgid "" "In addition, the :guilabel:`✖️ Cancel` button at the end of each product " "line changes to a :guilabel:`✉️ Send Notification` button." msgstr "" +"Darüber hinaus ändert sich die Schaltfläche :guilabel:`✖️ Stornieren` am " +"Ende jeder Produktlinie in eine Schaltfläche :guilabel:`✉️ Benachrichtigung " +"senden`." #: ../../content/applications/hr/lunch/management.rst:114 msgid "" @@ -10178,12 +10317,20 @@ msgid "" "the individual product line. When confirming individual products with this " "method, the :guilabel:`Confirm Orders` button remains on the vendor line." msgstr "" +"Bei Bedarf können Sie, anstatt alle einzelnen Produkte eines Lieferanten zu " +"bestätigen, einzelne Produkte nacheinander bestätigen. Um ein einzelnes " +"Produkt zu bestätigen, klicken Sie auf die Schaltfläche :guilabel:`✔️ " +"Bestätigen` am Ende der Zeile des einzelnen Produkts. Wenn Sie einzelne " +"Produkte mit dieser Methode bestätigen, bleibt die Schaltfläche " +":guilabel:`Bestellungen bestätigen` in der Lieferantenzeile." #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "The Today's Orders dashboard, with the two different ways to confirm an " "order highlighted." msgstr "" +"Das Dashboard „Heutige Bestellungen“ mit den zwei verschiedenen " +"Möglichkeiten zur Bestätigung einer Bestellung." #: ../../content/applications/hr/lunch/management.rst:124 msgid "" @@ -10191,6 +10338,9 @@ msgid "" "When the delivery is made to the company, the *Lunch* manager notices the " "garlic knots are missing." msgstr "" +"Ein Lieferant erhält eine Bestellung für drei Pizzen und eine Bestellung von" +" Knoblauchzehen. Als die Lieferung im Unternehmen ankommt, bemerkt der " +"*Mittagessen*-Manager, dass die Knoblauchzehen fehlen." #: ../../content/applications/hr/lunch/management.rst:127 msgid "" @@ -10198,6 +10348,9 @@ msgid "" "confirming the products with the :guilabel:`✔️ Confirm` button at the end of" " each product line." msgstr "" +"Der Manager markiert zunächst die drei Pizzen als erhalten, indem er die " +"Produkte einzeln mit der Schaltfläche :guilabel:`✔️ Bestätigen` am Ende " +"jeder Produktzeile bestätigt." #: ../../content/applications/hr/lunch/management.rst:130 msgid "" @@ -10206,10 +10359,15 @@ msgid "" "garlic knots, or click the :guilabel:`Confirm Orders` button that appears " "next to the vendor's name and phone number." msgstr "" +"Später, wenn der Lieferant die Knoblauchzehen liefert, kann der Manager " +"entweder auf die Schaltfläche :guilabel:`✔️ Bestätigen` am Ende der Zeile " +"für die Knoblauchzehen klicken oder auf die Schaltfläche " +":guilabel:`Bestellungen bestätigen`, die neben dem Namen und der " +"Telefonnummer des Lieferanten erscheint." #: ../../content/applications/hr/lunch/management.rst:137 msgid "Notify employees" -msgstr "" +msgstr "Mitarbeiter benachrichtigen" #: ../../content/applications/hr/lunch/management.rst:139 msgid "" @@ -10217,12 +10375,18 @@ msgid "" "**must** be informed that their orders have been delivered, and are ready to" " be picked up." msgstr "" +"Nachdem die Produkte eingegangen sind und die Bestellungen bestätigt wurden," +" **müssen** die Mitarbeiter informiert werden, dass ihre Bestellungen " +"geliefert wurden und zur Abholung bereitstehen." #: ../../content/applications/hr/lunch/management.rst:142 msgid "" "Unlike sending and confirming orders, notifications must be sent " "individually, and cannot be sent in a batch." msgstr "" +"Im Gegensatz zum Senden und Bestätigen von Bestellungen müssen " +"Benachrichtigungen einzeln gesendet werden und können nicht in einem Stapel " +"gesendet werden." #: ../../content/applications/hr/lunch/management.rst:145 msgid "" @@ -10230,10 +10394,14 @@ msgid "" "Notification` button at the end of each product line. An email is sent to " "the user informing them their products have been delivered." msgstr "" +"Um den Benutzer zu benachrichtigen, dass sein Produkt eingetroffen ist, " +"klicken Sie auf die Schaltfläche :guilabel:`✉️ Benachrichtigung senden` am " +"Ende jeder Produktzeile. Der Benutzer erhält eine E-Mail, die ihn darüber " +"informiert, dass seine Produkte geliefert wurden." #: ../../content/applications/hr/lunch/management.rst:152 msgid "Control Vendors" -msgstr "Lieferanten kontrollieren" +msgstr "Lieferantenübersicht" #: ../../content/applications/hr/lunch/management.rst:154 msgid "" @@ -10241,6 +10409,10 @@ msgid "" "*Control Vendors* dashboard. To access these records, navigate to " ":menuselection:`Lunch app --> Manager --> Control Vendors`." msgstr "" +"Alle Bestellungen für alle Lieferanten, sowohl frühere als auch aktuelle, " +"finden Sie im Dashboard *Lieferantenübersicht*. Um auf diese Datensätze " +"zuzugreifen, navigieren Sie zu :menuselection:`Mittagessen --> Manager --> " +"Lieferantenübersicht`." #: ../../content/applications/hr/lunch/management.rst:157 msgid "" @@ -10248,6 +10420,9 @@ msgid "" ":guilabel:`Vendor`. The list loads with all vendors expanded to show all " "order lines for every vendor, by default." msgstr "" +"Alle Bestellungen erscheinen in einer Listenansicht, alphabetisch gruppiert " +"nach :guilabel:`Lieferant`. Die Liste wird mit allen Lieferanten geladen und" +" zeigt standardmäßig alle Bestellzeilen für jeden Lieferanten an." #: ../../content/applications/hr/lunch/management.rst:174 msgid "" @@ -10256,11 +10431,18 @@ msgid "" "and :ref:`employees can be notified ` using the same method as" " on the :ref:`Today's Orders ` dashboard." msgstr "" +"Bestellungen können :ref:`storniert `, :ref:`an den " +"Lieferanten gesendet ` oder bei Ankunft :ref:`bestätigt " +"` werden und :ref:`Mitarbeiter können benachrichtigt " +"werden `, genau wie über das Dashboard :ref:`Heutige " +"Bestellungen `." #: ../../content/applications/hr/lunch/management.rst-1 msgid "" "A list view of all the orders as seen in the Control Vendors dashboard." msgstr "" +"Eine Listenansicht aller Bestellungen, wie sie im Dashboard " +"„Lieferantenübersicht“ zu sehen ist." #: ../../content/applications/hr/lunch/management.rst:184 msgid "" @@ -10270,18 +10452,24 @@ msgid "" "current day, while the :guilabel:`Control Vendors` dashboard displays " "**all** orders made in the *Lunch* app." msgstr "" +"Der Unterschied zwischen dem Dashboard :ref:`Heutige Bestellungen " +"` und dem Dashboard :ref:`Lieferantenübersicht " +"` besteht darin, dass das Dashboard *Heutige " +"Bestellungen* **nur** die Bestellungen des aktuellen Tages anzeigt, während " +"das Dashboard :guilabel:`Lieferantenübersicht` **alle** Bestellungen der " +"*Mittagessen-App* anzeigt." #: ../../content/applications/hr/lunch/management.rst:190 msgid ":doc:`../lunch`" -msgstr "" +msgstr ":doc:`../lunch`" #: ../../content/applications/hr/lunch/management.rst:191 msgid ":doc:`orders`" -msgstr "" +msgstr ":doc:`orders`" #: ../../content/applications/hr/lunch/management.rst:192 msgid ":doc:`user-accounts`" -msgstr "" +msgstr ":doc:`user-accounts`" #: ../../content/applications/hr/lunch/orders.rst:7 msgid "" @@ -10289,6 +10477,10 @@ msgid "" "dashboard loads. This view is also accessed by navigating to " ":menuselection:`Lunch app --> My Lunch --> New Order`." msgstr "" +"Wenn die *Mittagessen-App* geöffnet wird, wird das Dashboard " +":guilabel:`Mittagessen bestellen` geladen. Sie können diese Ansicht auch " +"aufrufen, indem Sie zu :menuselection:`Mittagessen --> Mein Mittagessen --> " +"Neue Bestellung` navigieren." #: ../../content/applications/hr/lunch/orders.rst:10 msgid "" @@ -10296,6 +10488,9 @@ msgid "" "offerings, the user's account information, and the current day's orders, " "along with their statuses." msgstr "" +"Das Dashboard :guilabel:`Ihr Mittagessen bestellen` bietet einen Überblick " +"über das Mittagsangebot, die Kontoinformationen des Benutzers und die " +"Bestellungen des aktuellen Tages sowie deren Status." #: ../../content/applications/hr/lunch/orders.rst:14 msgid "Order Your Lunch" @@ -10310,6 +10505,12 @@ msgid "" "purchased that day, based on the :ref:`vendor's availability " "`." msgstr "" +"Auf dem Hauptdashboard :guilabel:`Ihr Mittagessen bestellen` sind alle für " +"eine Bestellung erforderlichen Informationen sichtbar. Der Standardfilter " +"für die Produkte ist :guilabel:`Heute verfügbar`, der sich in der Leiste " +":guilabel:`Suchen ...` befindet. Dieser Filter zeigt nur Produkte an, die an" +" diesem Tag gekauft werden können, basierend auf der :ref:`Verfügbarkeit des" +" Lieferanten `." #: ../../content/applications/hr/lunch/orders.rst:21 msgid "" @@ -10318,6 +10519,11 @@ msgid "" "products. To the right of each line is a number, which indicates how many " "products are associated with that respective category or vendor." msgstr "" +"Auf der linken Seite des Dashboards werden die verschiedenen " +":guilabel:`Kategorien` der verfügbaren Produkte angezeigt, zusammen mit den " +":guilabel:`Lieferanten`, die diese Produkte liefern. Rechts von jeder Zeile " +"steht eine Zahl, die angibt, wie viele Produkte mit der jeweiligen Kategorie" +" oder dem jeweiligen Lieferanten verbunden sind." #: ../../content/applications/hr/lunch/orders.rst:25 msgid "" @@ -10325,12 +10531,18 @@ msgid "" "the desired category or vendor to only view items related to those " "selections. Multiple selections can be made in each section." msgstr "" +"Um die Produkte nach Kategorien oder Anbietern zu filtern, markieren Sie das" +" Kontrollkästchen neben der gewünschten Kategorie oder dem Lieferanten, um " +"nur die Artikel anzuzeigen, die mit dieser Auswahl verbunden sind. In jedem " +"Bereich können Sie mehrere Produkte auswählen." #: ../../content/applications/hr/lunch/orders.rst:30 msgid "" "If multiple selections are made, **only** products that fall under **all** " "the selected options are shown." msgstr "" +"Wenn Sie eine Mehrfachauswahl treffen, werden **nur** die Produkte " +"angezeigt, die unter **alle** der ausgewählten Optionen fallen." #: ../../content/applications/hr/lunch/orders.rst:33 msgid "" @@ -10338,6 +10550,9 @@ msgid "" " the user's account information, and the order details for today, if any " "orders have been placed." msgstr "" +"Der obere Teil des Dashboards, der als Bestellübersicht dient, zeigt die " +"Kontoinformationen des Benutzers und die Bestelldetails für den heutigen Tag" +" an, sofern Bestellungen aufgegeben wurden." #: ../../content/applications/hr/lunch/orders.rst:36 msgid "" @@ -10346,16 +10561,25 @@ msgid "" " photo, and description of the product. If the product is configured as new," " it also displays a :guilabel:`New` tag." msgstr "" +"Im Hauptbereich, unterhalb der Benutzerinformationen, werden alle Produkte " +"in einer Standard-Kanban-Ansicht angezeigt. Jede Produktkarte zeigt den " +"Namen, den Preis, den Lieferanten, das Foto und die Beschreibung des " +"Produkts an. Wenn das Produkt als neu konfiguriert ist, wird außerdem ein " +":guilabel:`Neu`-Stichwort angezeigt." #: ../../content/applications/hr/lunch/orders.rst-1 msgid "The *Lunch* app dashboard with all areas highlighted." msgstr "" +"Das Dashboard der *Mittagessen-App* mit allen hervorgehobenen Bereichen." #: ../../content/applications/hr/lunch/orders.rst:45 msgid "" "Anywhere a vendor's name is listed in the *Lunch* app, such as on Kanban " "product cards, their phone number is listed, as well." msgstr "" +"Überall dort, wo der Name eines Lieferanten in der *Mittagessen-App* " +"aufgeführt ist, z. B. auf Kanban-Produktkarten, ist auch seine Telefonnummer" +" aufgeführt." #: ../../content/applications/hr/lunch/orders.rst:48 msgid "" @@ -10363,10 +10587,13 @@ msgid "" ":guilabel:`≣ (four parallel lines)` icon in the top-right corner of the " "dashboard." msgstr "" +"Die Produkte können auch in einer Listenansicht angezeigt werden, indem Sie " +"auf das Symbol :guilabel:`≣ (vier parallele Linien)` in der oberen rechten " +"Ecke des Dashboards klicken." #: ../../content/applications/hr/lunch/orders.rst:52 msgid "Placing orders" -msgstr "" +msgstr "Bestellungen aufgeben" #: ../../content/applications/hr/lunch/orders.rst:54 msgid "" @@ -10374,10 +10601,14 @@ msgid "" "dashboard, by either opening the *Lunch* app, or by navigating to " ":menuselection:`Lunch app --> My Lunch --> New Order`." msgstr "" +"Um eine Mittagsbestellung aufzugeben, navigieren Sie zum Hauptdashboard " +":guilabel:`Mittagessen bestellen`, indem Sie entweder die *Mittagessen-App* " +"öffnen oder zu :menuselection:`Mittagessen --> Mein Mittagessen --> Neue " +"Bestellung` navigieren." #: ../../content/applications/hr/lunch/orders.rst:58 msgid "Add products to an order" -msgstr "" +msgstr "Produkte zu einer Bestellung hinzufügen" #: ../../content/applications/hr/lunch/orders.rst:60 msgid "" @@ -10385,6 +10616,10 @@ msgid "" "to add to an order, and the product appears in a :guilabel:`Configure Your " "Order` pop-up window." msgstr "" +"Klicken Sie im Dashboard :guilabel:`Ihr Mittagessen bestellen` auf das " +"gewünschte Produkt, um es einer Bestellung hinzuzufügen. Das Produkt " +"erscheint dann in einem Pop-up-Fenster :guilabel:`Ihre Bestellung " +"gestalten`." #: ../../content/applications/hr/lunch/orders.rst:63 msgid "" @@ -10394,6 +10629,11 @@ msgid "" "desired extras present in the :guilabel:`Extras` field to add them to the " "order." msgstr "" +"Im oberen Teil des Pop-up-Fensters werden das Produktbild, der Name und der " +"Preis angezeigt. Darunter befindet sich ein mögliches Feld " +":guilabel:`Extras`, in dem alle :ref:`Extras oder Optionen ` " +"angezeigt werden. Aktivieren Sie das Kontrollkästchen neben den gewünschten " +"Extras im Feld :guilabel:`Extras`, um sie der Bestellung hinzuzufügen." #: ../../content/applications/hr/lunch/orders.rst:68 msgid "" @@ -10401,6 +10641,10 @@ msgid "" "price. As extras are selected, the displayed price at the top of the pop-up " "window updates to reflect all current selections." msgstr "" +"Jede Zusatzoption ist nach einer Kategorie geordnet und mit ihrem Namen und " +"Preis versehen. Wenn Extras ausgewählt werden, wird der angezeigte Preis am " +"oberen Rand des Pop-up-Fensters aktualisiert, um alle aktuellen Auswahlen zu" +" berücksichtigen." #: ../../content/applications/hr/lunch/orders.rst:72 msgid "" @@ -10409,6 +10653,11 @@ msgid "" "is used to enter any vital information, which is then sent to the vendor " "regarding the order, such as any special requests or food allergies." msgstr "" +"Unter dem Feld :guilabel:`Extras` befindet sich die :guilabel:`Beschreibung`" +" des Produkts, gefolgt von einem Feld :guilabel:`Notizen`. In das Feld " +":guilabel:`Notizen` können Sie alle wichtigen Informationen eingeben, die " +"dann an den Lieferanten gesendet werden, z. B. Sonderwünsche oder " +"Lebensmittelallergien." #: ../../content/applications/hr/lunch/orders.rst:76 msgid "" @@ -10416,12 +10665,18 @@ msgid "" " To Cart` button in the lower-left of the pop-up window. To cancel the " "order, click the :guilabel:`Discard` button." msgstr "" +"Wenn Sie alle Produkte ausgewählt haben, klicken Sie auf die Schaltfläche " +":guilabel:`In den Warenkorb` unten links im Pop-up-Fenster. Um die " +"Bestellung zu stornieren, klicken Sie auf die Schaltfläche " +":guilabel:`Verwerfen`." #: ../../content/applications/hr/lunch/orders.rst-1 msgid "" "The pop-up window for a personal pizza, with all the extras highlighted and " "selected." msgstr "" +"Das Pop-up-Fenster für eine personalisierte Pizza, mit allen hervorgehobenen" +" und ausgewählten Extras." #: ../../content/applications/hr/lunch/orders.rst:86 msgid "" @@ -10429,6 +10684,9 @@ msgid "" "configured for a vendor, it is possible to receive an error when attempting " "to add products to the cart." msgstr "" +"Je nachdem, wie die verschiedenen :ref:`Extras ` für" +" einen Lieferanten konfiguriert sind, kann es zu einer Fehlermeldung kommen," +" wenn Sie versuchen, Produkte in den Warenkorb zu legen." #: ../../content/applications/hr/lunch/orders.rst:89 msgid "" @@ -10436,6 +10694,9 @@ msgid "" " an option in the :guilabel:`Extras` field, but the user neglects to make " "one." msgstr "" +"Es kann ein Fehler auftreten, wenn ein konfiguriertes Produkt den Benutzer " +"**verlangt**, eine Option im Feld :guilabel:`Extras` auszuwählen, der " +"Benutzer es aber versäumt, eine auszuwählen." #: ../../content/applications/hr/lunch/orders.rst:92 msgid "" @@ -10444,6 +10705,11 @@ msgid "" "close the window, and make any necessary changes to the :guilabel:`Configure" " Your Order` pop-up window." msgstr "" +"In diesem Fall wird ein Pop-up-Fenster :guilabel:`Validierungsfehler` " +"angezeigt. Der Fehler wird in dem Pop-up-Fenster kurz erläutert. Klicken Sie" +" auf :guilabel:`Schließen`, um das Fenster zu schließen, und nehmen Sie die " +"erforderlichen Änderungen im Pop-up-Fenster :guilabel:`Ihre Bestellung " +"gestalten` vor." #: ../../content/applications/hr/lunch/orders.rst:97 msgid "" @@ -10452,22 +10718,31 @@ msgid "" "in the :guilabel:`Extras` field *before* adding one of their products to the" " cart." msgstr "" +"Der Lieferant, The Pizza Palace, bietet ein kostenloses Getränk zu jedem " +"Einkauf an. Die Produkte sind so konfiguriert, dass die Auswahl eines " +"Getränks im Feld :guilabel:`Extras` **erforderlich** ist, *bevor* Sie eines " +"der Produkte in den Warenkorb legen." #: ../../content/applications/hr/lunch/orders.rst:101 msgid "" "If a selection is **not** made, an error occurs. The message that appears is" " `You have to order one and only one Free Beverage with Purchase`." msgstr "" +"Wenn Sie **keine** Auswahl getroffen haben, tritt ein Fehler auf. Es " +"erscheint die Meldung `Sie müssen ein und nur ein kostenloses Getränk beim " +"Kauf bestellen`." #: ../../content/applications/hr/lunch/orders.rst:0 msgid "" "The :guilabel:`Validation Error` pop-up window with the specific error for the free\n" "beverage displayed." msgstr "" +"Das Pop-up-Fenster :guilabel:`Validierungsfehler` mit dem spezifischen " +"Fehler für das freie Getränk wird angezeigt." #: ../../content/applications/hr/lunch/orders.rst:110 msgid "Your Order summary" -msgstr "" +msgstr "Ihre Bestellzusammenfassung" #: ../../content/applications/hr/lunch/orders.rst:112 msgid "" @@ -10476,6 +10751,11 @@ msgid "" "products, users can view the account information, in addition to all the " "information related to orders placed during the current calendar day." msgstr "" +"Wenn mindestens ein Artikel zu einer Bestellung hinzugefügt wird, erscheinen" +" die Artikel oben auf dem Dashboard in der Zusammenfassung :guilabel:`Ihre " +"Bestellung`. Neben den Produkten können Sie auch die Kontoinformationen " +"sowie alle Informationen zu den Bestellungen des aktuellen Kalendertages " +"einsehen." #: ../../content/applications/hr/lunch/orders.rst:116 msgid "" @@ -10483,34 +10763,50 @@ msgid "" "summary box. Each product is listed beneath the words :guilabel:`Your " "Order`, with the product name, quantity, and a status tag." msgstr "" +"Wenn Produkte zu einer Bestellung hinzugefügt werden, erscheinen sie oben in" +" der Mitte des Übersichtsfeldes. Jedes Produkt wird unter den Worten " +":guilabel:`Ihre Bestellung` aufgelistet, mit dem Produktnamen, der Menge und" +" einer Statusangabe." #: ../../content/applications/hr/lunch/orders.rst:119 msgid "The available tags that can be displayed for each item are:" msgstr "" +"Die verfügbaren Stichwörter, die für jeden Artikel angezeigt werden können, " +"sind:" #: ../../content/applications/hr/lunch/orders.rst:121 msgid "" ":guilabel:`To Order`: the product has been added to the cart, but has not " "been purchased yet by the user." msgstr "" +":guilabel:`Zu bestellen`: das Produkt wurde in den Warenkorb gelegt, aber " +"noch nicht vom Benutzer gekauft." #: ../../content/applications/hr/lunch/orders.rst:123 msgid "" ":guilabel:`Ordered`: the product has been purchased by the user, and is " "waiting to be sent to the vendor by a *Lunch* app manager." msgstr "" +":guilabel:`Bestellt`: Das Produkt wurde vom Benutzer gekauft und wartet " +"darauf, von einem Manager der *Mittagessen-App* an den Lieferanten gesendet " +"zu werden." #: ../../content/applications/hr/lunch/orders.rst:125 msgid "" ":guilabel:`Sent`: the order for the product has been sent to the vendor by a" " *Lunch* app manager." msgstr "" +":guilabel:`Gesendet`: Die Bestellung für das Produkt wurde von einem Manager" +" der *Mittagessen-App* an den Lieferanten gesendet." #: ../../content/applications/hr/lunch/orders.rst:126 msgid "" ":guilabel:`Received`: the product has been delivered by the vendor to the " "user's location, and has been verified as received by a *Lunch* app manager." msgstr "" +":guilabel:`Erhalten`: Das Produkt wurde vom Lieferanten an den Standort des " +"Benutzers geliefert und von einem Manager der *Mittagessen-App* als erhalten" +" bestätigt." #: ../../content/applications/hr/lunch/orders.rst:129 msgid "" @@ -10519,6 +10815,10 @@ msgid "" "product price adjusts in real-time to display the cost for the currently " "selected quantity of the product." msgstr "" +"Die Produktmengen können durch Klicken auf das :guilabel:`➕ (Pluszeichen)` " +"oder :guilabel:`➖ (Minuszeichen)` links neben dem aufgelisteten Produkt " +"angepasst werden. Der Produktpreis wird in Echtzeit angepasst, um die Kosten" +" für die aktuell ausgewählte Menge des Produkts anzuzeigen." #: ../../content/applications/hr/lunch/orders.rst:133 msgid "" @@ -10529,12 +10829,21 @@ msgid "" "field displays how much of the remaining :guilabel:`Total` amount must be " "paid, in order to place the currently configured order." msgstr "" +"Auf der rechten Seite der Zusammenfassung :guilabel:`Ihre Bestellung` werden" +" die Einkaufsinformationen angezeigt. Es wird der :guilabel:`Gesamtbetrag` " +"für die gesamte Essensbestellung des Tages angezeigt. Das Feld " +":guilabel:`Bereits bezahlt` zeigt an, wie viel an diesem Tag für den " +":guilabel:`Gesamtbetrag` bezahlt wurde. Das Feld :guilabel:`Zu zahlen` zeigt" +" an, wie viel von dem verbleibenden :guilabel:`Gesamtbetrag` noch bezahlt " +"werden muss, um die aktuell konfigurierte Bestellung aufzugeben." #: ../../content/applications/hr/lunch/orders.rst-1 msgid "" "The Your Orders section of the dashboard, with the purchasing information " "highlighted." msgstr "" +"Der Bereich „Ihre Bestellungen“ im Dashboard, in dem die Kaufinformationen " +"hervorgehoben sind." #: ../../content/applications/hr/lunch/orders.rst:144 msgid "" @@ -10544,6 +10853,12 @@ msgid "" "multiple meals that are available to be purchased for the office ()not just " "lunch), and so on." msgstr "" +"Die Benutzer können im Laufe des Tages mehrere Bestellungen aufgeben und " +"sind nicht darauf beschränkt, nur eine Mittagsbestellung pro Tag aufzugeben." +" Es kann sein, dass mehrere Bestellungen aufgegeben werden müssen, weil " +"Benutzer vergessen haben, Artikel zu einer Bestellung hinzuzufügen, oder " +"wenn es mehrere Mahlzeiten gibt, die für das Büro gekauft werden können " +"(nicht nur das Mittagessen), und so weiter." #: ../../content/applications/hr/lunch/orders.rst:149 msgid "" @@ -10551,10 +10866,13 @@ msgid "" "configured, it is possible to order breakfast, lunch, dinner, coffee, and/or" " snacks." msgstr "" +"Je nach den verschiedenen Lieferanten und der Konfiguration der Anbieter und" +" Produkte ist es möglich, Frühstück, Mittagessen, Abendessen, Kaffee " +"und/oder Snacks zu bestellen." #: ../../content/applications/hr/lunch/orders.rst:153 msgid "Submit an order" -msgstr "" +msgstr "Eine Bestellung senden" #: ../../content/applications/hr/lunch/orders.rst:155 msgid "" @@ -10563,6 +10881,11 @@ msgid "" "is displayed in the :guilabel:`To Pay` field, and the cost is deducted from " "their *Lunch* account balance." msgstr "" +"Um die Bestellung aufzugeben, klicken Sie auf die Schaltfläche " +":guilabel:`Jetzt bestellen` auf der rechten Seite der Übersicht " +":guilabel:`Ihre Bestellung`. Dem Benutzer wird der Betrag in Rechnung " +"gestellt, der im Feld :guilabel:`Zu zahlen` angezeigt wird, und die Kosten " +"werden von seinem *Mittagessen*-Kontostand abgezogen." #: ../../content/applications/hr/lunch/orders.rst:159 msgid "" @@ -10570,10 +10893,14 @@ msgid "" ":guilabel:`Your Order` field change from orange :guilabel:`To Order` tags to" " red :guilabel:`Ordered` tags." msgstr "" +"Sobald die Bestellung aufgegeben wurde, ändern sich die Stichwörter für die " +"soeben gekauften Artikel im Feld :guilabel:`Ihre Bestellung` von " +"orangefarbenen Stichwörter :guilabel:`Zu bestellen` zu roten Stichwörtern " +":guilabel:`Bestellt`." #: ../../content/applications/hr/lunch/orders.rst:163 msgid "Track an order" -msgstr "" +msgstr "Eine Bestellung verfolgen" #: ../../content/applications/hr/lunch/orders.rst:165 msgid "" @@ -10581,16 +10908,23 @@ msgid "" ":guilabel:`Your Order` summary change from red :guilabel:`Ordered` tags to " "blue :guilabel:`Sent` tags." msgstr "" +"Wenn die Bestellungen an die Lieferanten gesendet wurden, ändern sich die " +"Stichwörter für die Artikel in der Zusammenfassung :guilabel:`Ihre " +"Bestellung` von roten :guilabel:`Bestellt`-Stichwörtern zu blauen " +":guilabel:`Gesendet`-Stichwörtern." #: ../../content/applications/hr/lunch/orders.rst:168 msgid "" "Once orders have been received and verified, the tags change from blue " ":guilabel:`Sent` tags to green :guilabel:`Received` tags." msgstr "" +"Sobald die Bestellungen eingegangen und überprüft worden sind, ändern sich " +"die Stichwörter von blauen :guilabel:`Gesendet`-Stichwörtern zu grünen " +":guilabel:`Erhalten`-Stichwörtern." #: ../../content/applications/hr/lunch/orders.rst:172 msgid "Receive an order" -msgstr "" +msgstr "Eine Bestellung erhalten" #: ../../content/applications/hr/lunch/orders.rst:174 msgid "" @@ -10598,6 +10932,9 @@ msgid "" "*Lunch* app manager, and a notification is sent to the employee who ordered " "the food." msgstr "" +"Wenn die Bestellungen am Lieferort eingehen, werden sie von einem Manager " +"der *Mittagessen-App* bestätigt, und der Mitarbeiter, der das Essen bestellt" +" hat, erhält eine Benachrichtigung." #: ../../content/applications/hr/lunch/orders.rst:178 msgid "My Orders" @@ -10612,6 +10949,13 @@ msgid "" ":guilabel:`Order Date: Day`, by default, both of which are located in the " ":guilabel:`Search...` bar." msgstr "" +"Um eine vollständige Liste aller Bestellungen anzuzeigen, die in der " +"*Mittagessen-App* für den aktuell angemeldeten Benutzer aufgegeben wurden, " +"navigieren Sie zu :menuselection:`Mittagessen --> Mein Mittagessen --> Meine" +" Bestellhistorie`. Dies führt Sie zum Dashboard :guilabel:`Meine " +"Bestellungen`. Die Daten sind gefiltert nach :guilabel:`Meine Bestellungen` " +"und gruppiert nach :guilabel:`Bestelldatum: Tag` gefiltert, die sich beide " +"in der Leiste :guilabel:`Suchen ...` befinden." #: ../../content/applications/hr/lunch/orders.rst:185 msgid "" @@ -10621,6 +10965,13 @@ msgid "" "Location`, :guilabel:`Price`, and :guilabel:`Status` information. If in a " "multi-company database, a :guilabel:`Company` column also appears." msgstr "" +"Alle Produkte erscheinen in einer Listenansicht, die nach Datum geordnet " +"ist. Die Liste zeigt die Informationen :guilabel:`Bestelldatum`, " +":guilabel:`Lieferant`, :guilabel:`Produkt`, :guilabel:`Extras`, " +":guilabel:`Notizen`, :guilabel:`Benutzer`, :guilabel:`Standort für das " +"Mittagsessen`, :guilabel:`Preis` und :guilabel:`Status`. In einer Datenbank " +"mit mehreren Unternehmen wird auch eine Spalte :guilabel:`Unternehmen` " +"angezeigt." #: ../../content/applications/hr/lunch/orders.rst:190 msgid "" @@ -10628,6 +10979,10 @@ msgid "" "date. At the bottom of the list, beneath all the lines, the overall total " "amount paid for all the orders appears, under the :guilabel:`Price` column." msgstr "" +"Die Gesamtkosten für jede Bestellung werden in der Zeile mit dem " +"Bestelldatum angezeigt. Am unteren Ende der Liste, unter allen Zeilen, " +"erscheint der Gesamtbetrag, der für alle Bestellungen bezahlt wurde, in der " +"Spalte :guilabel:`Preis`." #: ../../content/applications/hr/lunch/orders.rst:194 msgid "" @@ -10637,6 +10992,12 @@ msgid "" "canceled, the money paid for that product is refunded, and appears in the " "user's account." msgstr "" +"Am Ende jeder Produktzeile mit dem Status :guilabel:`Bestellt` oder " +":guilabel:`Gesendet` erscheint eine Schaltfläche :guilabel:`X Stornieren`. " +"Klicken Sie auf :guilabel:`X Stornieren`, um die Produktbestellung zu " +"stornieren. Sobald eine Produktbestellung storniert wurde, wird das für das " +"Produkt bezahlte Geld zurückerstattet und erscheint auf dem Konto des " +"Benutzers." #: ../../content/applications/hr/lunch/orders.rst:199 msgid "" @@ -10646,10 +11007,18 @@ msgid "" "order appears in the list, under the current date, and the product is paid " "for, with money deducted from the user's account." msgstr "" +"Am Ende jeder Produktlinie mit dem Status :guilabel:`Erhalten` erscheint " +"eine Schaltfläche :guilabel:`Erneut bestellen`. Klicken Sie auf " +":guilabel:`Erneut bestellen`, um dasselbe Produkt sofort erneut zu " +"bestellen, gegebenenfalls mit denselben Extras. Die neue Bestellung " +"erscheint in der Liste unter dem aktuellen Datum, und das Produkt wird " +"bezahlt, wobei das Geld vom Konto des Benutzers abgezogen wird." #: ../../content/applications/hr/lunch/orders.rst-1 msgid "The list view that appears when navigating to the My Orders dashboard." msgstr "" +"Die Listenansicht, die erscheint, wenn Sie zum Dashboard „Meine " +"Bestellungen“ navigieren." #: ../../content/applications/hr/lunch/orders.rst:209 msgid "My Account" @@ -10661,6 +11030,10 @@ msgid "" ":menuselection:`Lunch app --> My Lunch --> My Account History`. Doing so " "reveals the :guilabel:`My Account` dashboard." msgstr "" +"Um eine Zusammenfassung aller Transaktionen auf dem Konto des Benutzers " +"anzuzeigen, navigieren Sie zu :menuselection:`Mittagessen --> Mein " +"Mittagessen --> Meine Kontohistorie`. Daraufhin wird das Dashboard " +":guilabel:`Mein Konto` angezeigt." #: ../../content/applications/hr/lunch/orders.rst:214 msgid "" @@ -10669,6 +11042,10 @@ msgid "" ":guilabel:`Description`, and :guilabel:`Amount` are the only fields " "displayed in the list." msgstr "" +"Die Standarddarstellung des Dashboards :guilabel:`Mein Konto` zeigt alle " +"Einträge an, vom neuesten bis zum ältesten. Das :guilabel:`Datum`, " +":guilabel:`Beschreibung` und :guilabel:`Betrag` sind die einzigen Felder, " +"die in der Liste angezeigt werden." #: ../../content/applications/hr/lunch/orders.rst:218 msgid "" @@ -10676,6 +11053,9 @@ msgid "" "represent products purchased in the *Lunch* app. These appear in a `$-XX.XX`" " format." msgstr "" +"Einträge mit einer negativen Zahl in der Spalte :guilabel:`Betrag` stellen " +"Produkte dar, die in der *Mittagessen-App* gekauft wurden. Diese erscheinen " +"im Format `$-XX.XX`." #: ../../content/applications/hr/lunch/orders.rst:221 msgid "" @@ -10683,16 +11063,152 @@ msgid "" "lunch account, or canceled orders that were eventually refunded to the user." " These appear in a `$XX.XX` format." msgstr "" +"Einträge mit einem positiven Saldo stehen entweder für Guthaben, das dem " +"Mittagessenkonto des Benutzers hinzugefügt wurde, oder für stornierte " +"Bestellungen, die dem Benutzer schließlich erstattet wurden. Diese " +"erscheinen im Format `$XX.XX`." #: ../../content/applications/hr/lunch/orders.rst-1 msgid "" "The My Account dashboard with the entry for adding funds to the user's lunch account\n" "highlighted." msgstr "" +"Das Dashboard „Mein Konto“ mit dem hervorgehobenen Eintrag für das " +"Hinzufügen von Guthaben zum Mittagessenskonto des Benutzers." + +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Produkte" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" +":guilabel:`Unternehmen`: Wenn das Produkt nur für ein bestimmtes Unternehmen" +" verfügbar sein soll, wählen Sie dieses aus dem Dropdown-Menü aus. Wenn Sie " +"dieses Feld leer lassen, ist das Produkt für alle Unternehmen in der " +"Datenbank verfügbar." + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "Ein ausgefülltes Produktformular für eine 9-Stück-Pizza." + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Produktkategorie" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" +"Das Kategorieformular mit den ausgefüllten Feldern für eine Suppenkategorie." #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" -msgstr "" +msgstr "Benutzerkonten verwalten" #: ../../content/applications/hr/lunch/user-accounts.rst:5 msgid "" @@ -10700,6 +11216,10 @@ msgid "" "*Lunch* app account. For funds to appear in their account, a *Lunch* app " "manager **must** transfer funds into each user's account." msgstr "" +"In Odoo Mittagessen bezahlen die Benutzer die Produkte direkt von ihrem " +"Konto der *Mittagessen-App*. Damit das Geld auf dem Konto erscheint, muss " +"ein Manager der *Mittagessen-App* Geld auf das Konto des jeweiligen " +"Benutzers überweisen." #: ../../content/applications/hr/lunch/user-accounts.rst:10 msgid "" @@ -10709,12 +11229,20 @@ msgid "" "Users`. Then, click on a user to view their various settings and access " "rights." msgstr "" +"Um Geldmittel hinzuzufügen und Benutzerkonten zu verwalten, muss der " +"Benutzer über :guilabel:`Administrator`-Zugriffsrechte für die *Mittagessen-" +"App* verfügen. Dies können Sie überprüfen, indem Sie zu " +":menuselection:`Einstellungen --> → Benutzer verwalten` navigieren. Klicken " +"Sie dann auf einen Benutzer, um seine verschiedenen Einstellungen und " +"Zugriffsrechte zu sehen." #: ../../content/applications/hr/lunch/user-accounts.rst:14 msgid "" "For more information, refer to the :doc:`Access rights " "<../../general/users/access_rights/>` documentation." msgstr "" +"Weitere Informationen finden Sie in der Dokumentation zu " +":doc:`Zugriffsrechten <../../general/users/access_rights/>`." #: ../../content/applications/hr/lunch/user-accounts.rst:17 msgid "" @@ -10723,6 +11251,10 @@ msgid "" "**cannot** be transferred from users' bank accounts, nor can users' credit " "cards be charged." msgstr "" +"Die *Mittagessen-App* hat **keine** direkte Schnittstelle zu Software oder " +"Produkten, die mit Geldkonten oder Abrechnungen verbunden sind. Es ist weder" +" möglich, Geld von den Bankkonten der Benutzer zu überweisen, noch können " +"die Kreditkarten der Benutzer belastet werden." #: ../../content/applications/hr/lunch/user-accounts.rst:21 msgid "" @@ -10731,18 +11263,26 @@ msgid "" "individual company to create the method with which lunch accounts are " "replenished." msgstr "" +"Odoo *Mittagessen* erlaubt **nur** die manuelle Eingabe von Barzahlungen, " +"die vom Manager der *Mittagessen-App* verwaltet werden. Die Methode, mit der" +" die Mittagskonten wieder aufgefüllt werden, ist jedem Unternehmen selbst " +"überlassen." #: ../../content/applications/hr/lunch/user-accounts.rst:26 msgid "" "Some examples of how money can be organized and transferred within a " "company:" msgstr "" +"Einige Beispiele dafür, wie Geld innerhalb eines Unternehmens organisiert " +"und transferiert werden kann:" #: ../../content/applications/hr/lunch/user-accounts.rst:28 msgid "" "Cash is handed to the *Lunch* app manager, who then updates the user's " "account." msgstr "" +"Das Bargeld wird dem Manager der *Mittagessen-App* übergeben, der dann das " +"Konto des Benutzers aktualisiert." #: ../../content/applications/hr/lunch/user-accounts.rst:29 msgid "" @@ -10751,6 +11291,11 @@ msgid "" ":ref:`adding a salary attachment ` for the " "user's payslip in the *Payroll* app." msgstr "" +"Das Geld wird automatisch von den Gehaltsabrechnungen des Benutzers " +"abgezogen, und der Manager der *Mittagessen-App* aktualisiert das Konto, " +"wenn die Gehaltsabrechnungen ausgestellt werden. Dazu müssen Sie in der " +"*Personalabrechnungsapp* :ref:`eine Gehaltspfändung ` für die Gehaltsabrechnung des Benutzers hinzufügen." #: ../../content/applications/hr/lunch/user-accounts.rst:32 msgid "" @@ -10758,6 +11303,10 @@ msgid "" " costs $5.00). Users can purchase tickets from a *Lunch* app manager, who " "then updates the user's account." msgstr "" +"Unternehmen können „Essenstickets“ zu einem bestimmten Preis verkaufen (z. " +"B. kostet ein Ticket 5,00 €). Die Benutzer können die Tickets von einem " +"Manager der *Mittagessen-App* kaufen, der dann das Konto des Benutzers " +"aktualisiert." #: ../../content/applications/hr/lunch/user-accounts.rst:38 msgid "Cash Moves" @@ -10770,6 +11319,11 @@ msgid "" ":menuselection:`Lunch app --> Manager --> Cash Moves`. Doing so reveals the " ":guilabel:`Cash Moves` dashboard." msgstr "" +"Um Geld zu Benutzerkonten hinzuzufügen, muss jede Bargeldbewegung einzeln " +"protokolliert werden. Um alle Kassenbewegungen anzuzeigen oder eine neue " +"Kassenbewegung zu erstellen, navigieren Sie zu :menuselection:`Mittagessen " +"--> Manager --> Zahlungsbewegungen`. Daraufhin wird das Dashboard " +":guilabel:`Zahlungsbewegungen` angezeigt." #: ../../content/applications/hr/lunch/user-accounts.rst:44 msgid "" @@ -10779,26 +11333,36 @@ msgid "" " of all the cash moves is displayed at the bottom of the :guilabel:`Amount` " "column." msgstr "" +"Auf dem Dashboard :guilabel:`Zahlungsbewegungen` werden alle " +"Bargeldbewegungen in einer Standard-Listenansicht dargestellt, in der für " +"jeden Datensatz :guilabel:`Datum`, :guilabel:`Benutzer`, " +":guilabel:`Beschreibung` und :guilabel:`Betrag` angezeigt werden. Die Summe " +"aller Geldbewegungen wird unten in der Spalte :guilabel:`Betrag` angezeigt." #: ../../content/applications/hr/lunch/user-accounts.rst-1 msgid "The list view of all cash moves." -msgstr "" +msgstr "Die Listenansicht aller Bargeldbewegungen." #: ../../content/applications/hr/lunch/user-accounts.rst:54 msgid "Add funds" -msgstr "" +msgstr "Geld hinzufügen" #: ../../content/applications/hr/lunch/user-accounts.rst:56 msgid "" "To add funds to a lunch account, click the :guilabel:`New` button, located " "in the top-left corner of the :guilabel:`Cash Moves` dashboard." msgstr "" +"Um einem Mittagskonto Geld hinzuzufügen, klicken Sie auf die Schaltfläche " +":guilabel:`Neu` in der oberen linken Ecke des Dashboards " +":guilabel:`Zahlungsbewegungen`." #: ../../content/applications/hr/lunch/user-accounts.rst:59 msgid "" "A blank :guilabel:`Cash Moves` form loads. Enter the following information " "on the form:" msgstr "" +"Ein leeres Formular :guilabel:`Zahlungsbewegungen` wird geladen. Geben Sie " +"die folgenden Informationen in das Formular ein:" #: ../../content/applications/hr/lunch/user-accounts.rst:61 msgid "" @@ -10808,24 +11372,39 @@ msgid "" ":guilabel:`Create \"user\"` or :guilabel:`Create and edit...` to create the " "user and edit the :guilabel:`Create User` form." msgstr "" +":guilabel:`Benutzer`: Wählen Sie den Benutzer, der Geld auf sein Konto " +"einzahlt, aus dem Dropdown-Menü aus. Wenn der Benutzer nicht in der " +"Datenbank vorhanden ist, können Sie ihn anlegen, indem Sie seinen Namen in " +"das Feld :guilabel:`Benutzer` eingeben und entweder auf :guilabel:`Benutzer " +"erstellen` oder :guilabel:`Erstellen und bearbeiten ...` klicken, um den " +"Benutzer anzulegen und das Formular :guilabel:`Benutzer erstellen` zu " +"bearbeiten." #: ../../content/applications/hr/lunch/user-accounts.rst:65 msgid "" ":guilabel:`Date`: using the calendar popover, select the date the " "transaction occurred." msgstr "" +":guilabel:`Datum`: Wählen Sie über das Kalender-Pop-over das Datum der " +"Transaktion aus." #: ../../content/applications/hr/lunch/user-accounts.rst:66 msgid ":guilabel:`Amount`: enter the amount being added to the lunch account." msgstr "" +":guilabel:`Betrag`: Geben Sie den Betrag ein, der dem Mittagskonto " +"hinzugefügt werden soll." #: ../../content/applications/hr/lunch/user-accounts.rst:67 msgid ":guilabel:`Description`: enter a brief description of the transaction." msgstr "" +":guilabel:`Beschreibung`: Fügen Sie eine kurze Beschreibung der Transaktio " +"ein." #: ../../content/applications/hr/lunch/user-accounts.rst-1 msgid "The cash move form filled out for a transaction of $40.00." msgstr "" +"Das Formular für Zahlungsbewehgungen wurde für eine Transaktion von 40,00 € " +"ausgefüllt." #: ../../content/applications/hr/lunch/user-accounts.rst:75 msgid "Control Accounts" @@ -10838,6 +11417,11 @@ msgid "" "dashboard. To access this dashboard, navigate to :menuselection:`Lunch app " "--> Manager --> Control Accounts.`" msgstr "" +"Eine Übersicht über alle Transaktionen in der *Mittagessen-App*, " +"einschließlich aller Bareinzahlungen und Einkäufe, können Sie auf dem " +"Hauptdashboard *Kontenübersicht* einsehen. Um auf dieses Dashboard " +"zuzugreifen, navigieren Sie zu :menuselection:`Mittagessen --> Manager --> " +"Kontenübersicht.`" #: ../../content/applications/hr/lunch/user-accounts.rst:81 msgid "" @@ -10846,6 +11430,10 @@ msgid "" "number appears. This indicates the number of individual records logged for " "that user." msgstr "" +"Alle Transaktionen sind gruppiert :guilabel:`Nach Mitarbeiter` und " +"alphabetisch nach dem Vornamen des Benutzers aufgelistet. Am Ende des " +"Benutzernamens erscheint eine Zahl. Diese Zahl gibt die Anzahl der einzelnen" +" Datensätze an, die für diesen Benutzer protokolliert wurden." #: ../../content/applications/hr/lunch/user-accounts.rst:85 msgid "" @@ -10853,23 +11441,34 @@ msgid "" "transactions for a user, click the :guilabel:`▶ (triangle)` icon to the left" " of the desired name to expand that specific group." msgstr "" +"In der Standardansicht sind alle einzelnen Transaktionen ausgeblendet. Um " +"alle Transaktionen eines Benutzers anzuzeigen, klicken Sie auf das Symbol " +":guilabel:▶ (Dreieck)` links neben dem gewünschten Namen, um diese spezielle" +" Gruppe zu erweitern." #: ../../content/applications/hr/lunch/user-accounts.rst:89 msgid "" "Each record includes the :guilabel:`Date`, :guilabel:`User`, " ":guilabel:`Description`, and :guilabel:`Amount`." msgstr "" +"Jeder Datensatz enthält die Angaben :guilabel:`Datum`, :guilabel:`Benutzer`," +" :guilabel:`Beschreibung`, und :guilabel:`Betrag`." #: ../../content/applications/hr/lunch/user-accounts.rst-1 msgid "" "The Control Accounts dashboard with two employee's transactions expanded." msgstr "" +"Das Dashboard „Kontenübersicht“ mit zwei erweiterten Transaktionen eines " +"Mitarbeiters." #: ../../content/applications/hr/lunch/user-accounts.rst:97 msgid "" "This list only displays the various transactions within the *Lunch* app, and" " does **not** allow modifications to be made to any records listed." msgstr "" +"Diese Liste zeigt nur die verschiedenen Transaktionen innerhalb der " +"*Mittagessen-App* an und lässt **keine** Änderungen an den aufgeführten " +"Datensätzen zu." #: ../../content/applications/hr/lunch/user-accounts.rst:100 msgid "" @@ -10877,10 +11476,13 @@ msgid "" "` dashboard, not from the :guilabel:`Control Accounts` " "dashboard." msgstr "" +"Zahlungsbewegungen können geändert werden, aber **nur** über das Dashboard " +":ref:`Zahlungsbewegungen `, nicht über das Dashboard " +":guilabel:`Kontenübersicht`." #: ../../content/applications/hr/lunch/user-accounts.rst:103 msgid "It is **not** possible to modify any product-related records." -msgstr "" +msgstr "Es ist **nicht** möglich, produktbezogene Datensätze zu ändern." #: ../../content/applications/hr/payroll.rst:5 #: ../../content/applications/hr/payroll.rst:81 @@ -10894,6 +11496,10 @@ msgid "" "employees. *Payroll* works in conjunction with other Odoo apps, such as " "*Employees*, *Time Off*, *Attendances*, and *Planning*." msgstr "" +"Odoo *Persomalabrechnung* wird verwendet, um Arbeitseinträge zu verarbeiten " +"und Gehaltsabrechnungen für Mitarbeiter zu erstellen. Die " +"*Personalabrechnung* arbeitet mit anderen Odoo-Apps wie *Mitarbeiter*, " +"*Abwesenheiten*, *Anwesenheiten* und *Planung* zusammen." #: ../../content/applications/hr/payroll.rst:10 msgid "" @@ -10902,6 +11508,11 @@ msgid "" "ensure payslips follow local rules and taxes, and allows for salary " "assignments." msgstr "" +"Die *Personalabrechnungsapp* stellt sicher, dass es bei der Validierung von " +"Arbeitseinträgen keine Probleme oder Konflikte gibt. Sie kümmert sich auch " +"um länderspezifische Lokalisierungen, um sicherzustellen, dass die " +"Gehaltsabrechnungen den lokalen Vorschriften und Steuern entsprechen, und " +"ermöglicht die Zuweisung von Gehältern." #: ../../content/applications/hr/payroll.rst:17 msgid "" @@ -10909,6 +11520,10 @@ msgid "" " Configuration --> Settings`. The various settings for accounting, " "localizations, time off, alerts, and payslips are specified here." msgstr "" +"Konfigurieren Sie die *Personalabrechnungsapp*, indem Sie zu " +":menuselection:`Personalabrechnung --> Konfiguration --> Einstellungen` " +"navigieren. Hier werden die verschiedenen Einstellungen für Buchhaltung, " +"Lokalisierung, Abwesenheiten, Warnungen und Gehaltsabrechnungen festgelegt." #: ../../content/applications/hr/payroll.rst:22 msgid "Accounting" @@ -10918,6 +11533,8 @@ msgstr "Buchhaltung" msgid "" "The accounting section of the configuration menu relates to three options:" msgstr "" +"Der Abschnitt „Buchhaltung“ des Konfigurationsmenüs bezieht sich auf drei " +"Optionen:" #: ../../content/applications/hr/payroll.rst:26 msgid "" @@ -11195,7 +11812,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -11390,7 +12006,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "Reiter „Allgemeine Informationen“" @@ -12482,7 +13098,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "Abschnitt „E-Signatur“" @@ -12792,14 +13408,10 @@ msgstr ":doc:`payroll/reporting`" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" -"Jeder Mitarbeiter in Odoo muss einen Vertrag haben, damit er bezahlt werden " -"kann. In einem Vertrag werden die Bedingungen für die Stelle eines " -"Mitarbeiters, seine Vergütung, seine Arbeitszeiten und alle anderen Details " -"zu seiner Rolle festgelegt." #: ../../content/applications/hr/payroll/contracts.rst:10 msgid "" @@ -12817,30 +13429,12 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" -"Um die Mitarbeiterverträge einzusehen, gehen Sie im oberen Menü auf " -":menuselection:`Personalabrechnung --> Verträge --> Verträge`. Alle " -"Mitarbeiterverträge werden in einer Standard-Listenansicht angezeigt, die in" -" vier Kategorien unterteilt ist: :guilabel:`Neu`, :guilabel:`Laufend`, " -":guilabel:`Abgelaufen` und :guilabel:`Abgebrochen`." - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." -msgstr "" -"In der Standardansicht sind alle Kategorien zusammengeklappt. Die Anzahl der" -" Verträge in jeder Kategorie wird neben dem Namen der Kategorie angezeigt " -"(Beispiel: `Laufend (20)`). Um die Liste der Verträge in einer Kategorie " -"anzuzeigen, klicken Sie auf die Kategorie. Die Liste wird dann nach unten " -"erweitert und zeigt alle darunter liegenden Verträge an." #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" @@ -12850,7 +13444,7 @@ msgstr "" "Ansicht des Vertragsdashboard mit laufenden Verträgen und Verträgen mit " "Problemen." -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." @@ -12858,24 +13452,20 @@ msgstr "" "Die Liste der Verträge in der *Personalabrechnungsapp* stimmt mit der Liste " "der Verträge in der *Mitarbeiterapp* überein." -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "Neue Verträge erstellen" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -"Damit ein Mitarbeiter bezahlt werden kann, ist ein aktiver Vertrag " -"erforderlich. Wenn Sie einen neuen Vertrag benötigen, klicken Sie auf die " -"Schaltfläche :guilabel:`Neu` auf dem Dashboard für :guilabel:`Verträge`. Es " -"erscheint ein Vertragsformular, in das Sie die Informationen eingeben " -"können." -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." @@ -12883,7 +13473,7 @@ msgstr "" ":guilabel:`Kontaktreferenz`: Geben Sie den Namen oder Titel des Vertrags " "ein, z. B. `Vertrag von John Smith`. Dies ist ein Pflichtfeld." -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." @@ -12891,7 +13481,7 @@ msgstr "" ":guilabel:`Mitarbeiter`: Wählen Sie aus dem Dropdown-Menü den Mitarbeiter " "aus, für den dieser Vertrag gilt." -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -12903,7 +13493,7 @@ msgstr "" "Symbolen :guilabel:`< > (Pfeil)` zum richtigen Monat und Jahr navigieren und" " dann auf das gewünschte Datum klicken. Dies ist ein **Pflichtfeld**." -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " @@ -12914,7 +13504,8 @@ msgstr "" ":guilabel:`< > (Pfeil)` zum richtigen Monat und Jahr und klicken Sie dann " "auf das gewünschte Datum." -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." @@ -12922,7 +13513,7 @@ msgstr "" ":guilabel:`Arbeitsplan`: Wählen Sie einen der Arbeitspläne aus dem Dropdown-" "Menü. Dies ist ein **Pflichtfeld**." -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -12937,7 +13528,7 @@ msgstr "" "Arbeitszeit oder klicken Sie auf eine bestehende Arbeitszeit und bearbeiten " "Sie sie." -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " @@ -12948,7 +13539,7 @@ msgstr "" "**Pflichtfeld**. Klicken Sie auf das Optionsfeld neben der gewünschten " "Auswahl. Die Optionen sind:" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." @@ -12956,7 +13547,7 @@ msgstr "" ":guilabel:`Arbeitsplan`: Arbeitseinträge werden auf der Grundlage des " "ausgewählten :guilabel:`Arbeitszeitplans` erstellt." -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " @@ -12966,7 +13557,7 @@ msgstr "" "Anmeldedaten des Mitarbeiters in *Anwesenheitenapp* erstellt. (Dies " "erfordert die App *Anwesenheiten*)." -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " @@ -12976,7 +13567,7 @@ msgstr "" "vorgesehenen Plans des Mitarbeiters in *Planungsapp* erstellt. (Dies " "erfordert die App *Planung*)." -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -12984,19 +13575,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -13004,73 +13595,112 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -"In diesem Abschnitt werden die spezifischen Gehaltsangaben definiert. Dieser" -" Abschnitt ist länderspezifisch. Je nachdem, wo das Unternehmen ansässig " -"ist, können diese Felder also variieren." #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 -msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." msgstr "" +":guilabel:`CDD` ist ein Vertrag mit einem Startdatum und einem Enddatum." + +#: ../../content/applications/hr/payroll/contracts.rst:115 +msgid "" +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." +msgstr "" +":guilabel:`PFI` ist ein spezifisch belgischer Vertrag, der bei der " +"Einstellung von Mitarbeitern, die eine Ausbildung benötigen, verwendet wird " +"und speziell die Ausbildungszeit abdeckt." #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -13079,7 +13709,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -13088,51 +13718,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "Optionale Reiter für einen neuen Vertrag." -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -"Der Abschnitt zu den Vertragsdetails ermöglicht das Hinzufügen und " -"Bearbeiten eines Vertrags und die Möglichkeit, den Vertrag zur Genehmigung " -"und Unterschrift an den Mitarbeiter zu senden." -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -13143,46 +13790,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -13192,11 +13839,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -13206,322 +13853,352 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "Vertragsdetails im optionalen Reitern für einen neuen Vertrag." -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" +"Sobald die Änderungen abgeschlossen sind, klicken Sie auf die Schaltfläche " +":guilabel:`Speichern`. Alle Informationen für die ausgewählte " +"Vertragsvorlage werden in die Felder auf der Registerkarte " +":guilabel:`Gehaltsinformationen` eingefügt. Zusätzliche Reiter, wie " +":guilabel:`Persönliche Dokumente`, werden gegebenenfalls angezeigt." -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." -msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" +msgstr "Gehaltsinformationen" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Angebote" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" -msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" +msgstr "Den Vertrag speichern und versenden" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." msgstr "" +"Nachdem ein Vertrag erstellt und/oder geändert wurde, speichern Sie den " +"Vertrag, indem Sie auf die Schaltfläche :guilabel:`Speichern` klicken. Als " +"nächstes muss der Vertrag zur Unterschrift an den Mitarbeiter geschickt " +"werden." + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" +msgstr "" +"Klicken Sie auf eine der folgenden Schaltflächen, um den Vertrag an den " +"Mitarbeiter zu senden:" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "Versand des Vertrags an den Mitarbeiter über eine der Schaltflächen." -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -14987,47 +15664,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -15035,27 +15712,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -15065,11 +15742,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Konflikte" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -15077,7 +15754,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -15085,7 +15762,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -15097,13 +15774,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -15112,7 +15789,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -15123,42 +15800,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -15166,11 +15843,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -15178,7 +15855,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -15189,19 +15866,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -15209,18 +15886,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -15230,34 +15907,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -15267,14 +15944,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -15282,18 +15959,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -15301,7 +15978,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -15309,32 +15986,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -15344,17 +16021,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -15362,7 +16039,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -15372,17 +16049,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -15390,7 +16067,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -15398,7 +16075,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -15406,7 +16083,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -15417,14 +16094,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -15437,18 +16114,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -15456,7 +16133,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -15470,30 +16147,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -15502,7 +16179,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -15513,7 +16190,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -16184,7 +16861,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Neu" @@ -16313,7 +16989,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -16352,508 +17028,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Ablehnen" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "E-Mail-Vorlage" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "Ablehnungsgrund" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Schnelles Einfügen" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "Erstqualifikation" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -16861,7 +17040,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -16869,11 +17048,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -16889,7 +17068,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -16898,20 +17077,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -16920,7 +17099,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -16930,14 +17109,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -16945,7 +17124,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -16955,7 +17134,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -16963,7 +17142,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -16972,7 +17151,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -16985,7 +17164,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -16994,17 +17173,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -17012,20 +17191,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -17033,28 +17212,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -17065,18 +17244,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -17084,7 +17263,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -17092,13 +17271,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -17109,14 +17288,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -17130,7 +17309,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -17141,17 +17320,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -17160,7 +17339,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -17173,13 +17352,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -17193,11 +17372,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -17205,7 +17384,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -17225,14 +17404,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -17240,7 +17419,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -17248,7 +17427,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -17261,7 +17440,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -17269,11 +17448,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -17282,7 +17461,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -17291,11 +17470,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -17304,7 +17483,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -17313,7 +17492,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -17322,17 +17501,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -17342,7 +17521,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -17350,19 +17529,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -17371,28 +17550,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -17402,7 +17581,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -17410,11 +17589,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -17425,42 +17604,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -17471,13 +17650,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -17488,11 +17667,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Mitarbeiter anlegen" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -17501,13 +17680,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Schnelles Einfügen" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -17773,6 +18279,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "E-Mail-Vorlage" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "Ablehnungsgrund" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Personalempfehlungen" @@ -17791,8 +18584,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -18047,7 +18840,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -18193,139 +18986,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Belohnungen" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Level" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -18336,11 +19014,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -18351,14 +19029,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -18369,7 +19047,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -18378,7 +19056,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -18391,18 +19069,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -18411,7 +19089,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -18419,7 +19097,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -18431,112 +19109,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -18544,7 +19124,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -18554,7 +19134,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -18563,7 +19143,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -18574,16 +19154,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Belohnungen" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -19366,10 +20235,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -19940,232 +20805,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Verwaltung" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -20173,7 +20812,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -20181,7 +20820,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -20189,44 +20828,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -20234,7 +20873,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -20246,186 +20885,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Dashboard" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -20433,7 +20893,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -20441,31 +20901,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -20476,7 +20936,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -20488,7 +20948,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -20496,18 +20956,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Nach Typ" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -20519,13 +20979,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -20533,7 +20993,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -20541,7 +21001,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -20549,10 +21009,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Verwaltung" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Dashboard" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/de/LC_MESSAGES/inventory_and_mrp.po b/locale/de/LC_MESSAGES/inventory_and_mrp.po index 7c1b685cf..5b0e97c88 100644 --- a/locale/de/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/de/LC_MESSAGES/inventory_and_mrp.po @@ -9,17 +9,17 @@ # Jan Meyer, 2024 # Felix Schubert , 2024 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Larissa Manderfeld, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larissa Manderfeld, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1884,9 +1884,8 @@ msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1897,6 +1896,7 @@ msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1912,7 +1912,7 @@ msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1922,11 +1922,14 @@ msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Konfiguration" @@ -4628,20 +4631,15 @@ msgstr "" msgid "Reordering rules" msgstr "Nachbestellregeln" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"Nachbestellregeln werden verwendet, um die prognostizierten Lagerbestände " -"über einem bestimmten Schwellenwert zu halten, ohne eine bestimmte " -"Obergrenze zu überschreiten. Dies wird erreicht, indem eine Mindestmenge " -"festgelegt wird, die der Bestand nicht unterschreiten darf, und eine " -"Höchstmenge, die der Bestand nicht überschreiten darf." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4657,7 +4655,7 @@ msgstr "" "verwendet, wird stattdessen ein Fertigungsauftrag (FA) erstellt. Dies ist " "unabhängig von der gewählten Auffüllroute der Fall." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" @@ -4665,7 +4663,7 @@ msgstr "" "`Odoo Tutorials: Automatische Nachbestellregeln " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" @@ -4673,11 +4671,11 @@ msgstr "" "`Odoo Tutorials: Manuelle Nachbestellregeln " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "Produkte für Nachbestellregeln konfigurieren" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -4690,7 +4688,7 @@ msgstr "" "vorhandenes Produkt aus oder erstellen Sie ein neues, indem Sie auf " ":guilabel:`Neu` klicken." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -4707,7 +4705,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Einstellen des Produkttyps als Lagerfähig" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4721,7 +4719,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Auswahl einer oder mehrerer Routen im Reiter „Lager“." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4742,7 +4740,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Einen Lieferanten und Preis im Reiter „Einkauf“ festlegen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4753,7 +4751,7 @@ msgstr "" "ihm mindestens eine Stückliste zugeordnet sein. Dies ist notwendig, da Odoo " "nur für Produkte mit einer Stückliste Fertigungsaufträge erstellt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4768,11 +4766,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "Die intelligente Schaltfläche der Stückliste auf dem Produktformular." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "Eine neue Nachbestellregel erstellen" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " @@ -4782,16 +4780,16 @@ msgstr "" ":menuselection:`Lagerapp --> Konfiguration --> Nachbestellregeln`, klicken " "Sie dann auf :guilabel:`Neu` und füllen Sie die neue Zeile wie folgt aus:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" ":guilabel:`Produkt`: Das Produkt, das durch die Regel aufgefüllt wird." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Lagerort`: Der Standort, an dem das Produkt gelagert wird." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -4801,7 +4799,7 @@ msgstr "" "ohne dass die Regel ausgelöst wird. Wenn der prognostizierte Bestand unter " "diese Zahl fällt, wird ein Nachbestellauftrag für das Produkt erstellt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -4809,7 +4807,7 @@ msgstr "" ":guilabel:`Max. Menge`: Die maximale Menge, bis zu der der Bestand wieder " "aufgefüllt wird." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -4819,7 +4817,7 @@ msgstr "" "einer bestimmten Menge aufgefüllt werden soll (z. B. könnte ein Produkt in " "Stapeln von 20 Stück aufgefüllt werden)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4833,7 +4831,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "Das Formular zur Erstellung einer neuen Nachbestellregel." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -4847,7 +4845,7 @@ msgstr "" " Sie auf :guilabel:`Neu`, um die neue Zeile wie oben beschrieben " "auszufüllen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" @@ -4855,24 +4853,140 @@ msgstr "" "Für die fortgeschrittene Verwendung von Nachbestellregeln lernen Sie die " "folgenden Felder für Nachbestellregeln kennen:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr ":ref:`Auslöser `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" ":ref:`Sichtbarkeitstage `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr ":ref:`Route `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Auslöser" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " @@ -4883,7 +4997,7 @@ msgstr "" "Bestellungen oder Fertigungsaufträge zu erstellen, um den Bestand wieder " "aufzufüllen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -4895,11 +5009,11 @@ msgstr "" "angezeigt, wo der Beschaffungsmanager die Lagerbestände, Vorlaufzeiten und " "prognostizierten Ankunftsdaten überprüfen kann." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr ":doc:`strategies`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." @@ -4907,7 +5021,7 @@ msgstr "" "Das Auffüllungsdashboard erreichen Sie über :menuselection:`Lager --> " "Vorgänge --> Auffüllung`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -4927,7 +5041,7 @@ msgstr "" "Aktivierung des Auslöser-Felds, indem Sie es im Menü der zusätzlichen " "Optionen umschalten" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" @@ -4937,11 +5051,11 @@ msgstr "" "oder :guilabel:`Manuell`. In den folgenden Abschnitten erfahren Sie mehr " "über die verschiedenen Arten von Nachbestellregeln." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Auto" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " @@ -4951,11 +5065,11 @@ msgstr "" ":guilabel:`Auslöser` der Nachbestellregel auf :guilabel:`Auto` setzen, " "erzeugen Bestellungen oder Fertigungsaufträge, wenn:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "der Planer läuft und die *vorrätige* Menge unter dem Minimum ist" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" @@ -4963,12 +5077,12 @@ msgstr "" "ein Verkaufsauftrag bestätigt wird und die *prognostizierte* Menge des " "Produkts unter das Minimum sinkt" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" "Der Planer ist standardmäßig so eingestellt, dass er einmal täglich läuft." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -4982,13 +5096,13 @@ msgstr "" "--> Planer starten`. Klicken Sie dann im erscheinenden Pop-up-Fenster auf " "die violette Schaltfläche :guilabel:`Planer starten`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" "Beachten Sie, dass dadurch auch alle anderen geplanten Aktionen ausgelöst " "werden." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -5006,7 +5120,7 @@ msgstr "" "Anzeig der automatischen Nachbestellregel auf der Seite der " "Nachbestellregeln." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -5017,7 +5131,7 @@ msgstr "" "erstellt. Um Angebotsanfragen anzuzeigen und zu verwalten, navigieren Sie zu" " :menuselection:`Einkauf --> Aufträge --> Angebotsanfragen`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -5029,7 +5143,7 @@ msgstr "" " und zu verwalten, navigieren Sie zu :menuselection:`Fertigung --> Vorgänge " "--> Fertigungsaufträge`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." @@ -5037,13 +5151,13 @@ msgstr "" "Wenn keine Route ausgewählt ist, wählt Odoo die :guilabel:`Route`, die im " "Reiter :guilabel:`Lager` des Produktformulars angegeben ist." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manuell" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -5060,7 +5174,7 @@ msgstr "" "anstehender Verkaufsaufträge benötigt werden, die prognostizierte Menge " "jedoch nicht ausreicht." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -5073,7 +5187,7 @@ msgstr "" " Lieferanten. Es zeigt **nur** den Bedarf an, wenn es an der Zeit ist, " "Artikel nachzubestellen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -5086,7 +5200,7 @@ msgstr "" "bestimmte Anzahl von Tagen im Voraus auf dem Auffüllungsdashboard erscheinen" " zu lassen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -5105,11 +5219,11 @@ msgstr "" "Klick auf die Schaltfläche „Einmalig bestellen“ auf dem " "Auffüllungsdashboard, um den Bestand wieder aufzufüllen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "Sichtbarkeitstage" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" @@ -5119,7 +5233,7 @@ msgstr "" "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` " "verstanden haben, bevor Sie mit diesem Abschnitt fortfahren." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -5132,7 +5246,7 @@ msgstr "" "Auffüllungsdashboard (:menuselection:`Lager --> Vorgänge --> Auffüllung`) " "erscheint." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." @@ -5141,7 +5255,7 @@ msgstr "" " wird, wenn der Lagerbestand unter vier Einheiten fällt. Die aktuelle " "Bestandsmenge beträgt zehn Einheiten." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " @@ -5151,7 +5265,7 @@ msgstr "" "Verkaufsauftrag (im Reiter :guilabel:`Weitere Informationen`) ist der 3. " "März - zwölf Tage ab dem aktuellen Datum." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " @@ -5161,7 +5275,7 @@ msgstr "" " beträgt vier Tage und die :ref:`Sicherheitsvorlaufzeit des Einkaufs " "` beträgt einen Tag." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -5179,7 +5293,7 @@ msgstr "" "Die Grafik zeigt an, wann der Bedarf auf dem Auffüllungsdashboard erscheint:" " 27. Februar." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." @@ -5187,7 +5301,7 @@ msgstr "" "Um das Produkt auf dem Auffüllungsdashboard für das aktuelle Datum, den 20. " "Februar, zu sehen, setzen Sie das :guilabel:`Sichtbarkeitstage` auf `7,00`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " @@ -5198,11 +5312,11 @@ msgstr "" "*heutige Datum* von dem *Datum, an dem der Bedarf* auf dem " "Auffüllungsdashboard *erscheint*." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "Sichtbarkeitstage = Datum der Anzeige des Bedarfs - Heutiges Datum" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." @@ -5210,11 +5324,11 @@ msgstr "" "Im obigen Beispiel ist das heutige Datum der 20. Februar, und der Bedarf an " "dem Produkt entsteht am 27. Februar." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "(27. Februar - 20. Februar = 7 Tage)" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -5232,11 +5346,11 @@ msgstr "" "Anzeige des Auffüllungsdashboard mit den korrekt und inkorrekt eingestellten" " Sichtbarkeitstagen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Route" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -5248,7 +5362,7 @@ msgstr "" ":guilabel:`Einkaufen` als auch :guilabel:`Fertigung` auszuwählen und damit " "die Funktionalität beider Routen zu aktivieren." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -5261,7 +5375,7 @@ msgstr "" "bevorzugte Route auszuwählen, navigieren Sie zunächst zu " ":menuselection:`Lager --> Konfiguration --> Nachbestellregeln`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." @@ -5269,7 +5383,7 @@ msgstr "" "Standardmäßig ist die Spalte :guilabel:`Route` auf der Seite " ":guilabel:`Nachbestellregeln` ausgeblendet." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " @@ -5280,7 +5394,7 @@ msgstr "" "auswählen und die Option :guilabel:`Route` aus dem angezeigten Dropdown-Menü" " auswählen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5294,7 +5408,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Auswahl einer bevorzugten Route aus dem Drop-down." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -6310,6 +6424,9 @@ msgid "" "<../../../manufacturing/basic_setup/configure_manufacturing_product>` for a " "product tracked by lot/serial numbers" msgstr "" +":doc:`während eines Fertigungsauftrags " +"<../../../manufacturing/basic_setup/configure_manufacturing_product>` für " +"Produkte, die mittels Los/Seriennummer verfolgt werden." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:24 msgid "when making an inventory adjustment" @@ -6687,7 +6804,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 msgid "Difference between lots and serial numbers" -msgstr "Differenz zwischen Losen und Seriennummern" +msgstr "Unterschied zwischen Losen und Seriennummern" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" @@ -7874,6 +7991,10 @@ msgid "" "the lot numbers in the list, leave the :guilabel:`Keep current lines` option" " unticked." msgstr "" +"Aktivieren Sie das Kontrollkästchen :guilabel:`Aktuelle Zeilen beibehalten`," +" um die um *zusätzliche* Losnummern im Pop-up-Fenster :guilabel:`Öffnen: " +"Lagerbuchung` hinzuzufügen. Um die Losnummern in der Liste zu ersetzen, " +"kreuzen Sie die Option :guilabel:`Aktuelle Zeilen beibehalten` nicht an." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:148 msgid "" @@ -7881,6 +8002,9 @@ msgid "" ":guilabel:`Save` to close the pop-up window. Then, click " ":guilabel:`Validate` on the receipt form." msgstr "" +"Sobald allen Produktmengen eine Losnummer zugewiesen wurde, klicken Sie auf " +":guilabel:`Speichern`, um das Pop-up-Fenster zu schließen. Klicken Sie dann " +"auf dem Wareneingangsformular auf :guilabel:`Validieren`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:152 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 @@ -7888,16 +8012,20 @@ msgid "" ":ref:`Traceability report for lot numbers `" msgstr "" +":ref:`Rückverfolgbarkeitsbericht für Losnummern " +"`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:157 msgid "On delivery orders" -msgstr "" +msgstr "Auf Lieferaufträgen" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:159 msgid "" "Odoo makes it possible to specify which lot numbers for a product are chosen" " for outgoing shipment on a delivery order form." msgstr "" +"Mit Odoo können Sie auf einem Lieferauftragsformular angeben, welche " +"Losnummern für ein Produkt für den Versand ausgewählt werden." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:162 msgid "" @@ -7907,6 +8035,11 @@ msgid "" ":guilabel:`Delivery` smart button to view the warehouse receipt form for " "that specific |SO|." msgstr "" +"Erstellen Sie zu Beginn ein Angebot oder wählen Sie ein bestehendes in der " +"best:menuselection:`Verkaufsapp` aus. Nach Bestätigung des Verkaufsauftrags " +"wird eine intelligente Schaltfläche :guilabel:`Lieferung` sichtbar. Klicken " +"Sie auf die intelligente Schaltfläche :guilabel:`Lieferung`, um den " +"Lagerbeleg aus dem bestimmten Verkaufsauftrag anzusehen." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:167 msgid "" @@ -7914,6 +8047,9 @@ msgid "" ":menuselection:`Inventory` app, and clicking the :guilabel:`Delivery Orders`" " kanban card." msgstr "" +"Alternativ können Sie zu den Lieferaufträgen navigieren, indem Sie in der " +":menuselection:`Lagerapp` auf die Kanban-Karte :guilabel:`Lieferaufträge` " +"klicken." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:170 msgid "" @@ -7923,6 +8059,12 @@ msgid "" "product that is tracked by lot numbers. Clicking that icon reveals a " ":guilabel:`Open: Stock move` pop-up window." msgstr "" +"Wenn Sie auf die intelligente Schaltfläche :guilabel:`Lieferung` klicken, " +"wird das Formular für den Lieferauftrag geöffnet, in dem die Losnummern für " +"die Lieferung ausgewählt werden. Klicken Sie im Reiter :guilabel:`Vorgänge` " +"auf das Symbol |Liste| rechts neben dem Produkt, das nach Losnummern " +"verfolgt wird. Wenn Sie auf dieses Symbol klicken, öffnet sich ein Pop-up-" +"Fenster :guilabel:`Öffnen: Lagerbuchung`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:175 msgid "" @@ -7931,6 +8073,10 @@ msgid "" ":guilabel:`Quantity` taken from that specific lot (if there is enough stock " "in that particular lot)." msgstr "" +"In dem Pop-up-Fenster werden in der Spalte :guilabel:`Kommissionieren von` " +"die gewählte Losnummer und ihr Lagerort angezeigt, zusammen mit der " +"vollständigen :guilabel:`Menge`, die aus diesem speziellen Los entnommen " +"wurde (sofern der Bestand in diesem bestimmten Los ausreichend ist)." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 msgid "" @@ -7938,6 +8084,9 @@ msgid "" ":guilabel:`Demand` should be taken from multiple lots, change the " ":guilabel:`Quantity` directly." msgstr "" +"Wenn der Bestand in diesem Los nicht ausreicht oder wenn Teilmengen des " +":guilabel:`Bedarfs` aus mehreren Losen entnommen werden sollen, ändern Sie " +"die :guilabel:`Menge` direkt." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 msgid "" @@ -7947,6 +8096,11 @@ msgid "" "depends on the ordered quantity, and whether the lot's on-hand quantity is " "enough to fulfill the order." msgstr "" +"Das automatisch für Lieferaufträge gewählte Los variiert je nach gewählter " +"Entnahmestrategie (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In," +" First Out)`, oder :abbr:`FEFO (First Expiry, First Out)`). Dies hängt auch " +"von der bestellten Menge ab und davon, ob die vorrätige Menge eines Loses " +"ausreicht, um den Auftrag zu erfüllen." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 msgid "" @@ -7955,14 +8109,19 @@ msgid "" "Lastly, click the :guilabel:`Validate` button on the |DO| to deliver the " "products." msgstr "" +"Wiederholen Sie die obigen Schritte, um genügend Lose für den " +":guilabel:`Bedarf` auszuwählen, und klicken Sie auf :guilabel:`Speichern`, " +"um das Pop-up-Fenster zu schließen. Klicken Sie abschließend auf dem " +"Lieferaufauftrag auf die Schaltfläche :guilabel:`Validieren`, um die " +"Produkte zu liefern." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Popup for source lot number on sales order." -msgstr "" +msgstr "Pop-up für die Referenzlosnummer im Verkaufsauftrag." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:203 msgid "Lot management" -msgstr "" +msgstr "Losverwaltung" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 msgid "" @@ -7970,6 +8129,9 @@ msgid "" ":guilabel:`Lot/Serial Numbers` dashboard by going to " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." msgstr "" +"Verwalten und sehen Sie vorhandene Losnummern für Produkte im Dashboard " +":guilabel:`Los-/Seriennummern`, indem Sie zu :menuselection:`Lager --> " +"Produkte --> Los./Seriennummern` gehen." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:208 msgid "" @@ -7980,26 +8142,38 @@ msgid "" "` from this page, by clicking " "the :guilabel:`New` button." msgstr "" +"Standardmäßig sind die Losnummern nach Produkt gruppiert. Wenn Sie das " +"Dropdown-Menü für jedes Produkt auswählen, werden die vorhandenen Losnummern" +" angezeigt. Wählen Sie eine Losnummer aus, um die mit dem Los verbundenen " +"Details zu ändern oder hinzuzufügen." +" Sie können von dieser Seite aus auch Losnummern :ref:`erstellen " +"`, indem Sie auf die " +"Schaltfläche :guilabel:`Neu` klicken." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:218 msgid "Show the \"Lot/Serial Number\" dashboard." -msgstr "" +msgstr "Anzeige des Dashboards „Los-/Seriennummer“." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:218 msgid "" "Display lot numbers, grouped by products, on the **Lot/Serial Number** " "dashboard." msgstr "" +"Zeigen Sie Losnummern, gruppiert nach Produkten, auf dem Dashboard " +"**Los-/Seriennummer** an." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "Modify lot" -msgstr "" +msgstr "Los bearbeiten" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:225 msgid "" "Clicking a lot from the :guilabel:`Lot/Serial Number` dashboard reveals a " "separate page where additional information can be provided about the lot." msgstr "" +"Wenn Sie auf dem Dashboard :guilabel:`Los-/Seriennummer` auf ein Los " +"klicken, wird eine separate Seite angezeigt, auf der Sie zusätzliche " +"Informationen über das Los eingeben können." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:229 msgid "" @@ -8008,16 +8182,22 @@ msgid "" "under the :guilabel:`Lot/Serial Number` field, and changing the generated " "number to any desired one." msgstr "" +"Odoo generiert automatisch eine neue :guilabel:`Los-/Seriennummer`, um der " +"letzten Nummer zu folgen. Sie kann jedoch bearbeitet werden, indem Sie auf " +"die Zeile unter dem Feld :guilabel:`Los-/Seriennummer` klicken und die " +"entsprechende Nummer ändern." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:233 msgid "On the lot number form, the following fields can be modified:" -msgstr "" +msgstr "Bearbeiten Sie auf dem Formular der Losnummer folgende Felder:" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 msgid "" ":guilabel:`Lot/Serial Number`: change the lot number linked to the " ":guilabel:`Product`" msgstr "" +":guilabel:`Los-/Seriennummer`: Ändern Sie die mit dem :guilabel:`Produkt` " +"verbundene Losnummer." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:236 msgid "" @@ -8025,17 +8205,24 @@ msgid "" "used within the warehouse that differs from the one used by the supplier " "manufacturer." msgstr "" +":guilabel:`Interne Referenz`: zeichnet eine alternative im Lagerhaus " +"verwendete Los-/Seriennummer auf, die sich von der des Lieferanten " +"unterscheidet." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 msgid "" ":guilabel:`Company`: specify the company where the lot number is available." msgstr "" +":guilabel:`Unternehmen`: Wählen Sie das Unternehmen aus, in dem die " +"Losnummer verfügbar ist." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:239 msgid "" ":guilabel:`Description`: add extra details about the lot or serial number in" " this text field." msgstr "" +":guilabel:`Beschreibung`: Fügen Sie zusätzliche Infos zum Los oder zur " +"Seriennumemr im Textfeld ein" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 msgid "" @@ -8043,24 +8230,30 @@ msgid "" "fields **cannot** be modified, as the lot numbers are linked with existing " "stock moves." msgstr "" +"Bei bestehenden Losen können die Felder :guilabel:`Produkt` und " +":guilabel:`Vorrätige Menge` **nicht** geändert werden, da die Losnummern mit" +" bestehenden Lagerbewegungen verbunden sind." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Show the lot number form." -msgstr "" +msgstr "Anzeige des Formulars der Losnummer." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:250 msgid ":doc:`Set expiration dates for lots `" -msgstr "" +msgstr ":doc:`Verfallsdaten für Lose einrichten `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:253 msgid "Add property" -msgstr "" +msgstr "Eigenschaft hinzufügen" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:255 msgid "" "To add custom fields to lots for enhanced traceability, there are two " "methods of adding properties on a lot number form:" msgstr "" +"Um Losen benutzerdefinierte Felder für eine bessere Rückverfolgbarkeit " +"hinzuzufügen, gibt es zwei Methoden, um Eigenschaften in einem " +"Losnummernformular hinzuzufügen:" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" @@ -8068,12 +8261,17 @@ msgid "" " then select :icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down " "menu." msgstr "" +"Klicken Sie auf das Symbol :icon:`fa-cog` :guilabel:`(cog)` oben links auf " +"der Seite und wählen Sie dann :icon:`fa-cogs` :guilabel:`Eigenschaften " +"hinzufügen` aus dem Dropdown-Menü." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 msgid "" "Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below " "the existing fields." msgstr "" +"Klicken Sie auf die Schaltfläche :icon:`fa-plus` :guilabel:`Eigenschaft " +"hinzufügen`, die sich unter den vorhandenen Feldern befindet." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "" @@ -8081,26 +8279,35 @@ msgid "" "<../../../../productivity/knowledge/properties>`. Once finished, enter the " "property value in the new field." msgstr "" +"Benennen und :doc:`konfigurieren Sie das neue Feld " +"<../../../../productivity/knowledge/properties>`. Wenn Sie fertig sind, " +"geben Sie den Eigenschaftswert in das neue Feld ein." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:266 msgid "" "The new property, `Wood type`, is added. The value is recorded as `Cherry " "wood`." msgstr "" +"Die neue Eigenschaft `Holzart` wird hinzugefügt. Der Wert ist " +"`Kirschbaumholz`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "Show the \"Add Properties\" button on a lot number form." msgstr "" +"Anzeige der Schaltfläche „Eigenschaften hinzufügen“ auf dem " +"Losnummernformular." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:273 msgid "" ":doc:`Configuring custom properties " "<../../../../productivity/knowledge/properties>`" msgstr "" +":doc:`Benutzerdefinierte Eigenschaften konfigurieren " +"<../../../../productivity/knowledge/properties>`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "Reserve lot number for a product" -msgstr "" +msgstr "Losnummer für ein Produkt reservieren" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:280 msgid "" @@ -8108,6 +8315,9 @@ msgid "" ":menuselection:`Inventory app --> Products --> Lot/Serial Numbers`, and " "click :guilabel:`New`." msgstr "" +"Um eine Losnummer für ein Produkt zu erstellen, gehen Sie zunächst zu " +":menuselection:`Lager --> Produkte --> Los-/Seriennummern`, und klicken Sie " +"auf :guilabel:`Neu`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 msgid "" @@ -8115,6 +8325,10 @@ msgid "" "To assign lot numbers, refer to the section on :ref:`assigning lot numbers " "on receipts `." msgstr "" +"Durch das Erstellen einer Losnummer wird diese für ein Produkt reserviert, " +"aber **nicht** zugewiesen. Um Losnummern zuzuweisen, lesen Sie den Abschnitt" +" über :ref:`Zuweisung von Losnummern auf Wareneingangsbeleg " +"`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:289 msgid "" @@ -8123,6 +8337,10 @@ msgid "" "number, by clicking the line under the :guilabel:`Lot/Serial Number` field " "on the lot form, and changing the generated number." msgstr "" +"Während Odoo automatisch eine neue :guilabel:`Los-/Seriennummer` generiert, " +"um der letzten Nummer zu folgen, kann diese bearbeitet und in eine beliebige" +" Nummer geändert werden, indem Sie im Losformular auf die Zeile unter dem " +"Feld :guilabel:`Los-/Seriennummer` klicken und die generierte Nummer ändern." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:293 msgid "" @@ -8138,6 +8356,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:298 msgid "The lot number, `000001`, is created for the product, `Drawer Black`." msgstr "" +"Die Losnummer `000001` wird für das Produkt `Schwarze Schublade` erstellt." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "New lot number creation form with assigned product." @@ -8151,6 +8370,12 @@ msgid "" " a receipt `, or when making an " "inventory adjustment." msgstr "" +"Nachdem eine neue Losnummer erstellt, gespeichert und dem gewünschten " +"Produkt zugewiesen wurde, wird die Losnummer als bestehende, mit dem Produkt" +" verknüpfte Losnummer gespeichert und kann ausgewählt werden, wenn Sie " +":ref:`Produkten auf einem Wareneingangsbeleg Losnummern zuweisen " +"` oder eine Bestandsaufnahme " +"vornehmen." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:310 msgid "" @@ -8158,10 +8383,13 @@ msgid "" "Black` when assigning lot numbers on the :guilabel:`Inventory Adjustment` " "page." msgstr "" +"Nachdem Sie die Losnummer erstellt haben, erscheint `000001` als Option für " +"`Schwarze Schublade` bei der Vergabe von Losnummern auf der Seite " +":guilabel:`Bestandsaufnahme`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "Show how to assign lot numbers on the Inventory Adjustment page." -msgstr "" +msgstr "Anzeige, wie Losnummer auf der Bestandsaufnahme zugewiesen werden" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:318 msgid "Manage lots for different operations types" @@ -8174,6 +8402,10 @@ msgid "" "numbers can be utilized, and new ones cannot be created on the delivery " "order." msgstr "" +"Standardmäßig können neue Lose nur beim Empfang von Produkten erstellt " +"werden, und bestehende Losnummern können nicht verwendet werden. Bei " +"Verkaufsaufträgen können nur vorhandene Losnummern verwendet werden, und " +"neue können nicht auf dem Lieferauftrag erstellt werden." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:324 msgid "" @@ -8181,6 +8413,10 @@ msgid "" "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired operation type." msgstr "" +"Um die Möglichkeit zu ändern, neue (oder bestehende) Losnummern für eine " +"beliebige Vorgangsart zu verwenden, gehen Sie zur :menuselection:`Lagerapp " +"--> Konfiguration --> Vorgangsarten`, und wählen Sie die gewünschte " +"Vorgangsart." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:328 msgid "" @@ -8189,6 +8425,11 @@ msgid "" "to be created during this operation type. Choose :guilabel:`Use Existing " "ones` if only existing lot numbers can be selected." msgstr "" +"Aktivieren Sie im Formular für die Vorgangsart unter dem Abschnitt " +":guilabel:`Los-/Seriennummern` das Kontrollkästchen :guilabel:`Neu " +"erstellen`, damit bei dieser Vorgangsart neue Losnummern angelegt werden " +"können. Wählen Sie :guilabel:`Vorhandene verwenden`, wenn nur vorhandene " +"Losnummern ausgewählt werden können." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Enabled traceability setting on operations type form." @@ -8210,6 +8451,9 @@ msgid "" "entire lifecycle of a product: where it came from, when it arrived, where it" " was stored, who it went to (and when)." msgstr "" +"Hersteller und Unternehmen können anhand von Rückverfolgbarkeitsberichten " +"den gesamten Lebenszyklus eines Produkts nachvollziehen: woher und wann es " +"kommt, wo es gelagert wurde und an wen es wann geliefert wurde." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:348 msgid "" @@ -8241,6 +8485,14 @@ msgid "" "the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial " "Number` from the drop-down menu." msgstr "" +"Um nach Losen zu gruppieren, entfernen Sie zunächst alle Filter in der " +"Leiste :guilabel:`Suchen ...`. Klicken Sie dann auf das Symbol :icon:`fa-" +"caret-down` :guilabel:`(caret down)`, um ein Dropdown-Menü mit " +":guilabel:`Filtern`, :guilabel:`Gruppieren nach`-Optionen und " +":guilabel:`Favoriten` zu öffnen. Klicken Sie im Abschnitt " +":guilabel:`Gruppieren nach` auf die Option :guilabel:`Benutzerdefinierte " +"Gruppe hinzufügen` und wählen Sie :guilabel:`Los-/Seriennummer` aus dem " +"Dropdown-Menü." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:361 msgid "" @@ -8248,6 +8500,10 @@ msgid "" "lots and serial numbers, and can be expanded to show all quantities of " "products with that assigned number." msgstr "" +"Auf diese Weise werden alle Datensätze auf der Seite neu organisiert, um " +"alle vorhandenen Los- und Seriennummern anzuzeigen, und sie können erweitert" +" werden, um alle Mengen von Produkten mit der zugewiesenen Nummer " +"anzuzeigen." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Lots and serial numbers traceability report." @@ -8255,7 +8511,7 @@ msgstr "Rückverfolgbarkeitsbericht für Los- und Seriennummern." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:369 msgid "Traceability report" -msgstr "" +msgstr "Rückverfolgbarkeitsbericht" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:371 msgid "" @@ -8263,10 +8519,16 @@ msgid "" "line from the :guilabel:`Lots/Serial Number` dashboard. On the lot number " "form, click the :guilabel:`Traceability` smart button." msgstr "" +"Um einen vollständigen Lagerbestandsbericht für eine Losnummer anzuzeigen, " +"wählen Sie die Zeile mit der Losnummer aus dem Dashboard " +":guilabel:`Los-/Seriennummer`. Klicken Sie im Formular für die Losnummer auf" +" die intelligente Schaltfläche :guilabel:`Rückverfolgbarkeit`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Show the Traceability Report for a lot, that displays the stock moves." msgstr "" +"Anzeige des Rückverfolgbarkeitsbericht für ein Los, das die Lagerbuchung " +"anzeigt." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:380 msgid ":doc:`differences`" @@ -8976,7 +9238,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:3 msgid "Reassign lot/serial numbers" -msgstr "" +msgstr "Los-/Seriennummern neu zuweisen" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:5 msgid "" @@ -8986,10 +9248,16 @@ msgid "" "adjustment to assign lot or serial numbers to products that were not " "originally assigned lots." msgstr "" +"Wenn Sie die Einstellungen für die Nachverfolgung eines Produkts so ändern, " +"dass Los- oder Seriennummern verwendet werden, *nachdem* Sie Produkte ohne " +"diese Nummern in Odoo gespeichert haben, kann dies zu inkonsistenten " +"Datensätzen führen. In dieser Dokumentation erfahren Sie, wie Sie eine " +"Bestandsaufnahme verwenden, um Produkten, denen ursprünglich keine Lose " +"zugewiesen waren, Los- oder Seriennummern zuzuweisen." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Warning message: products in stock have no lot/serial number." -msgstr "" +msgstr "Warnmeldung: Produkt im Bestand haben keine Los-/Seriennummer." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:15 msgid "" @@ -8997,22 +9265,25 @@ msgid "" "to remove incorrect records *without* lot numbers, and another to save the " "quantities *with* the lot numbers." msgstr "" +"Dieses Dokument erklärt das Verfahren der Verwendung von zwei " +"Bestandsaufnahmen: eine, um fehlerhafte Datensätze *ohne* Losnummern zu " +"entfernen, und eine, um die Mengen *mit* Losnummern zu speichern" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:19 msgid ":doc:`Set up and use lot numbers `" -msgstr "" +msgstr ":doc:`Losnummern einrichten und verwenden `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:20 msgid ":doc:`Set up serial numbers `" -msgstr "" +msgstr ":doc:`Seriennummern einrichten `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:21 msgid ":doc:`Use serial numbers `" -msgstr "" +msgstr ":doc:`Seriennummern verwenden `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:24 msgid "Change on-hand quantity to zero" -msgstr "" +msgstr "Vorrätige Menge auf 0 setzen" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:26 msgid "" @@ -9020,6 +9291,9 @@ msgid "" "by navigating to :menuselection:`Inventory app --> Products --> Products`, " "and select the intended product." msgstr "" +"Um die Einstellungen des Produkt zur Verfolgung per Los- oder Seriennummer " +"zu ändern, navigieren Sie zu :menuselection:`Lager --> Produkte --> " +"Produkte` und wählen Sie das gewünschte Produkt." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:29 msgid "" @@ -9027,22 +9301,29 @@ msgid "" ":guilabel:`Update Quantity` page. In the :guilabel:`On Hand Quantity` " "column, change the value to zero." msgstr "" +"Klicken Sie dann auf die intelligente Schaltfläche :guilabel:`Vorrätig` des " +"Produkts, um die Seite :guilabel:`Menge aktualisieren` zu öffnen. Ändern Sie" +" in der Spalte :guilabel:`Vorrätige Menge` den Wert auf Null." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:33 msgid "" "If the product is stored in multiple locations, make sure the **total** on " "hand quantity at **all** locations is zero." msgstr "" +"Wenn das Produkt an mehreren Lagerorten gelagert wird, stellen Sie sicher, " +"dass die **vorrätige Gesamtmenge** auf **alle** Lagerorte auf Null gesetzt " +"wurde." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "" "Show the Inventory Adjustments model, highlighting the \"On Hand Quantity\" " "field." msgstr "" +"Anzeige der Bestandsaufnahmen, mit Hervorhebung des Felds „Vorrätige Menge“." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:41 msgid "Change traceability setting" -msgstr "" +msgstr "Rückverfolgbarkeitseinstellungen ändern" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:43 msgid "" @@ -9052,6 +9333,11 @@ msgid "" "from :guilabel:`No Tracking` to :guilabel:`By Lots` or :guilabel:`By Unique " "Serial Number`." msgstr "" +"Kehren Sie zum Produktformular zurück (:menuselection:`Lager --> Produkte " +"--> Produkte`), und wechseln Sie zum Reiter :guilabel:`Lager`. Ändern Sie im" +" Abschnitt :guilabel:`Rückverfolgbarkeit` die Option :guilabel:`Verfolgung` " +"von :guilabel:`Keine Verfolgung` auf :guilabel:`Mittels Los` oder " +":guilabel:`Mittels einzigartiger Seriennummer`." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst-1 @@ -9060,7 +9346,7 @@ msgstr "Los- und Seriennummern aktivieren." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:56 msgid "Restore on-hand quantity" -msgstr "" +msgstr "Vorrätige Menge wiederherstellen" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:58 msgid "" @@ -9069,6 +9355,10 @@ msgid "" "quantities by clicking the :guilabel:`On Hand` smart button from the desired" " product form." msgstr "" +"Nachdem Sie die Bestandsmenge manuell auf Null gesetzt und die Einstellung " +":guilabel:`Verfolgung` auf Lose oder Seriennummern geändert haben, stellen " +"Sie die Mengen wieder her, indem Sie im gewünschten Produktformular auf die " +"intelligente Schaltfläche :guilabel:`Vorrätig` klicken." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:62 msgid "" @@ -9080,14 +9370,22 @@ msgid "" ":guilabel:`Lot/Serial Number` field, and adjust the :guilabel:`On Hand " "Quantity` to its original value." msgstr "" +"Auf der Seite :guilabel:`Menge aktualisieren` erscheint die Warnung " +":guilabel:`Kein Bestand vorrätig`, da die vorrätige Menge zuvor auf Null " +"geändert worden war. Klicken Sie von hier aus auf die Schaltfläche " +":guilabel:`Neu` in der oberen linken Ecke. Dadurch wird eine neue, änderbare" +" Zeile auf der Seite :guilabel:`Menge aktualisieren` angezeigt. Geben Sie " +"dann die gewünschte Losnummer in das Feld :guilabel:`Los-/Seriennummer` ein " +"und passen Sie die :guilabel:`Vorrätige Menge` auf ihren ursprünglichen Wert" +" an." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:69 msgid ":doc:`../../warehouses_storage/inventory_management/count_products`" -msgstr "" +msgstr ":doc:`../../warehouses_storage/inventory_management/count_products`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Fill in the \"Lot/Serial Number\" and \"On Hand Quantity\" field." -msgstr "" +msgstr "Ausfüllung der Felder „Los-/Seriennummer“ und „Vorrätige Menge“." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:76 msgid "" @@ -9097,20 +9395,29 @@ msgid "" "Quantity` column. Then, click the :icon:`fa-history` :guilabel:`History` " "button on the far-right." msgstr "" +"Um die ursprüngliche Menge zu ermitteln und die :guilabel:`Vorrätige Menge` " +"entsprechend anzupassen, nachdem Sie eine neue Los- oder Seriennummer " +"zugewiesen haben, klicken Sie auf das Symbol :icon:`fa-pencil` " +":guilabel:`(Bleistift)` in der Spalte :guilabel:`Vorrätige Menge`. Klicken " +"Sie dann auf die Schaltfläche :icon:`fa-history` :guilabel:`Historie` ganz " +"rechts." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Show the \"History\" button on the Inventory Adjustments page." msgstr "" +"Anzeige der Schaltfläche „Historie“ auf der Seite der Bestandsaufnahme." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:85 msgid "" "The inventory adjustment that changed the on-hand quantity to zero is " "displayed in the :guilabel:`Quantity` field." msgstr "" +"Die Bestandsaufnahme, durch die die Bestandsmenge auf Null geändert wurde, " +"wird im Feld :guilabel:`Menge` angezeigt." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:0 msgid "Show the history entry." -msgstr "" +msgstr "Anzeige des Historie-Eintrags." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 msgid "Use serial numbers to track products" @@ -10095,7 +10402,7 @@ msgstr ":doc:`Verfolgung per Los-/Seriennummer `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "Bestellung erstellen" @@ -10444,22 +10751,18 @@ msgstr "" "Sendungsverfolgungsnummer und ein neues Etikett." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`invoicing`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" -"Das Streckengeschäft verwenden, um direkt vom Lieferanten zum Kunden zu " -"versenden" +msgid "Dropshipping" +msgstr "Streckengeschäft" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -10478,11 +10781,11 @@ msgstr "" " kommt dem Verkäufer zugute, da er die Kosten für den Lagerbestand und den " "Betrieb der Lagerhäuser senken kann." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "Per Streckengeschäft versendete Produkte konfigurieren" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -10495,7 +10798,7 @@ msgstr "" "Überschrift :guilabel:`Logistik` auf das Kontrollkästchen " ":guilabel:`Streckengeschäft` und :guilabel:`Speichern` zum Abschluss." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -10518,7 +10821,7 @@ msgstr "" "Aktivieren der Kontrollkästchen „Kann verkauft werden“ und „Kann eingekauft " "werden“ auf dem Produktformular." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -10534,7 +10837,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "Das Produktformular mit einem angegebenen Lieferanten." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -10547,38 +10850,26 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "Aktivieren der Streckengeschäftsoptionim Reiter Lager des Produkts." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 +msgid "" +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "Aufträge mittels Streckengeschäft abwickeln" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 -msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." -msgstr "" -"Wenn ein Kunde einen Online-Kauf für ein Produkt per Streckengeschäft " -"abschließt, wird automatisch ein Verkaufsauftrag mit einer zugehörigen " -"Angebotsanfrage für den Lieferanten erstellt. Verkaufsaufträge können in der" -" App :menuselection:`Verkauf` eingesehen werden, indem Sie auf " -":menuselection:`Aufträge --> Aufträge` gehen. Klicken Sie auf die " -"intelligente Schaltfläche :guilabel:`Einkauf` oben rechts in einem " -"Verkaufsauftrag, um die zugehörige Anfrage anzuzeigen." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" -"Verkaufsaufträge per Streckengeschäft können auch manuell über die App " -":menuselection:`Verkauf` erstellt werden, indem Sie auf " -":menuselection:`Aufträge --> Aufträge --> Neu` klicken und ein für " -"Streckengeschäft konfiguriertes Produkt hinzufügen." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -10588,18 +10879,13 @@ msgstr "" "Ein Streckengeschäft mit der Schaltfläche Einkauf in der oberen rechten " "Ecke." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" -"Sobald die Angebotsanfrage bestätigt ist, wird sie zu einer Bestellung und " -"ein Lieferschein wird erstellt und ein Streckengeschäftsbeleg mit ihr " -"verknüpft. Der Wareneingang kann durch Klicken auf die intelligente " -"Schaltfläche :guilabel:`Wareneingang` in der oberen rechten Ecke des " -"Formulars des Einkaufsauftrags angezeigt werden." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -10609,25 +10895,20 @@ msgstr "" "Ein Einkaufsauftrag per Streckengeschäft mit der Schaltfläche Wareneingang " "in der oberen rechten Ecke." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" -"Auf dem Wareneingang des Streckengeschäfts wird der Lieferant im Abschnitt " -":guilabel:`Erhalten von` und der Kunde im Abschnitt :guilabel:`Ziellagerort`" -" aufgeführt. Wenn das Produkt an den Kunden geliefert wurde, klicken Sie auf" -" die Schaltfläche :guilabel:`Validieren` oben links auf dem Wareneingang, um" -" die gelieferte Menge zu bestätigen." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "Wareneingangsbeleg nach Lieferung validieren." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -10649,7 +10930,7 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "Versandgebühren in Rechnung stellen" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." @@ -10658,11 +10939,11 @@ msgstr "" "gewährleistet genaue Gebühren auf der Grundlage von Echtzeit-Versandfaktoren" " wie Entfernung, Gewicht und Methode." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "In Odoo können Versandkosten auf zwei Arten berechnet werden:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" @@ -10670,7 +10951,7 @@ msgstr "" "Vereinbaren Sie mit dem Kunden einen Festpreis und :ref:`führen Sie ihn im " "Verkaufsauftrag auf `." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " @@ -10680,7 +10961,7 @@ msgstr "" "`, die die tatsächlich entstandenen " "Kosten des Unternehmens widerspiegelt." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -10695,12 +10976,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "Aktivierung der Funktion „Liefermethoden“ in Einstellungen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "Versandmethode hinzufügen" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -10713,7 +10994,7 @@ msgstr "" "Formular, in dem Sie Details zum Versanddienstleister angeben können, " "darunter:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." @@ -10721,7 +11002,7 @@ msgstr "" ":guilabel:`Versandmethode` (*Pflichtfeld*): der Name der Versandmethode (z. " "B. `Pauschalversand`, `Lieferung am selben Tag` usw.)." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -10733,13 +11014,13 @@ msgstr "" "Integration mit dem Versanddienstleister ordnungsgemäß installiert ist und " "wählen Sie den Anbieter aus dem Dropdown-Menü." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -10751,7 +11032,7 @@ msgstr "" "Unternehmen gelten soll, wählen Sie diese aus dem Dropdown-Menü aus. Lassen " "Sie das Feld leer, um die Methode auf alle Unternehmen anzuwenden." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -10763,7 +11044,7 @@ msgstr "" " oder lassen Sie das Feld leer, um die Methode auf alle Webseiten " "anzuwenden." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " @@ -10773,7 +11054,7 @@ msgstr "" ":ref:`Verkaufsauftragszeile ` als " "Lieferkosten aufgeführt ist." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " @@ -10783,11 +11064,11 @@ msgstr "" "markieren, ist der Versand kostenlos, wenn der Kunde mehr als den " "angegebenen Betrag ausgibt." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "Kosten im Verkaufsauftrag abrechnen" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." @@ -10796,7 +11077,7 @@ msgstr "" "geliefert wird, gehen Sie zur :menüauswahl:`Verkaufsapp` und wählen Sie den " "gewünschten Verkaufsauftrag." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -10810,7 +11091,7 @@ msgstr "" "Klick auf die Schaltfläche „Versand hinzufügen“ unten rechts, neben der " "Gesamtsumme." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." @@ -10818,7 +11099,7 @@ msgstr "" "Im Pop-up-Fenster :guilabel:`Eine Versandmethode hinzufügen` wählen Sie das " "beabsichtigte Transportunternehmen im Feld :guilabel:`Versandmethode`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." @@ -10827,7 +11108,7 @@ msgstr "" "Versandpreis auf der Grundlage der Echtzeitversanddaten der Odoos " "Integration für Versandunternehmen zu berechnen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -10841,7 +11122,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "Versandberechnung durch Auswahl einer Versandmethode." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -10856,7 +11137,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "Anzeige des Lieferprodukts in der Verkaufsauftragszeile." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -10870,7 +11151,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "Anzeige der Schaltfläche „Rechnung erstellen“." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -10884,11 +11165,11 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "Anzeige des Lieferprodukts in der Rechnungszeile." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "Die tatsächlichen Versandkosten in Rechnung stellen" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " @@ -10899,7 +11180,7 @@ msgstr "" "so>`, um eine Rechnung mit einem Lieferprodukt mit einem " ":guilabel:`Einzelpreis` von Null zu erstellen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -10914,9 +11195,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "Anzeige des Lieferprodukts in der Rechnungszeile." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -11049,290 +11330,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "Halbseitiges FedEx-Versandetikett im Briefformat." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "Versandetiketten drucken" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" -"Integrieren Sie Odoo mit :doc:`externen Versandunternehmen " -"<../setup_configuration/third_party_shipper>`, um automatisch " -"Versandetiketten zu erstellen, die Preise, Zieladressen, " -"Sendungsverfolgungsnummern und Barcodes enthalten." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" -"Um Etiketten für einen externen Versanddienstleister zu erstellen, " -"installieren Sie zunächst :doc:`den externen Versandkonnektor " -"<../setup_configuration/third_party_shipper>`. Dann konfigurieren und " -"aktivieren Sie die :ref:`Liefermethode " -"` und stellen " -"sicher, dass das :guilabel:`Integrationslevel` auf :guilabel:`Tarif erhalten" -" und Sendung erstellen` gesetzt ist, um Versandetiketten zu erzeugen. " -"Schließlich geben Sie die :ref:`Quelladresse " -"` und " -":ref:`Produktgewichte ` an." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "Einstellung der Option „Tarif erhalten und Sendung erstellen“." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "Eitketten für mehrere Schritte" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" -"Für Unternehmen, die Lieferungen in :doc:`zwei " -"<../daily_operations/receipts_delivery_two_steps>` oder :doc:`Drei Schritten" -" <../daily_operations/delivery_three_steps>` verwenden, kann der Druck von " -"Etiketten nach der Validierung des Kommissionier- oder Verpackungsvorgangs " -"ausgelöst werden. Gehen Sie dazu zu :menuselection:`Lager --> Konfiguration " -"--> Vorgangsarten`, und wählen Sie den gewünschten Vorgang." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" -"Aktivieren Sie auf der Konfigurationsseite :guilabel:`Vorgangsart` das " -"Kontrollkästchen :guilabel:`Etikett drucken`. Die Aktivierung dieser " -"Funktion stellt sicher, dass das Versandetikett eines Drittanbieters bei der" -" Validierung dieses Vorgangs gedruckt wird." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "Sendungsverfolgungsetiketten drucken" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" -"Wenn nur die *Lagerapp* installiert ist, erstellen Sie Lieferaufträge direkt" -" in der :menuselection:`Lagerapp` , :ref:`fügen Sie den Drittzusteller " -"` in das Feld " -":guilabel:`Transportunternehmen` ein und validieren Sie den Lieferauftrag." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "Versand auf Angebot hinzufügen" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" -"Um ein Versandetikett für einen Auftrag zu erstellen, beginnen Sie mit der " -"Erstellung eines Angebots unter :menuselection:`Verkauf --> Aufträge --> " -"Angebote`, klicken auf :guilabel:`Neu` und füllen das Angebotsformular aus. " -"Klicken Sie dann auf die Schaltfläche :guilabel:`Versand hinzufügen` in der " -"unteren rechten Ecke des Angebotsformulars." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "Anzeige der Schaltfläche „Versand hinzufügen“ auf dem Angebot." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" -"Wenn das Klicken auf :guilabel:`Tarif erhalten` zu einem Fehler führt, " -"stellen Sie sicher, dass die :ref:`Adresse des Lagerhauses " -"` und :ref:`Gewicht " -"der Produkte im Auftrag ` " -"richtig konfiguriert sind." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" -"Klicken Sie auf :guilabel:`Hinzufügen`, um die Kosten als " -":ref:`konfiguriertes Lieferprodukt ` zum Angebot hinzuzufügen. Klicken Sie schließlich auf " -":guilabel:`Bestätigen` auf dem Angebot und klicken Sie auf die intelligente " -"Schaltfläche :guilabel:`Lieferung`, um den Lieferauftrag aufzurufen." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "Anzeige des Pop-up-Fensters „Tarif erhalten“." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "Anzeige des Reiters „Zusätzliche Infos“ eines Lieferauftrags." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "Lieferauftrag validieren" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" -"Navigieren Sie in einem Lieferauftragsformular zum Reiter " -":guilabel:`Zusätzliche Infos`, um sicherzustellen, dass der Drittanbieter im" -" Feld :guilabel:`Transportunternehmen` hinzugefügt wurde." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" -"Wenn die *Verkaufsapp* nicht installiert ist, wird der Drittanbieter im Feld" -" :guilabel:`Transportunternehmen` eingestellt." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" -"Nachdem die Artikel im Auftrag verpackt wurden, klicken Sie auf " -":guilabel:`Validieren`, um die Sendungsverfolgungsnummer des " -"Versandunternehmens zu erhalten und das Versandetikett zu erstellen." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" -"Erstellen Sie einen Lieferauftrag oder wählen Sie einen bestehenden aus, " -"indem Sie die :menuselection:`Lagerapp` aufrufen und die Karte " -":guilabel:`Lieferaufträge` auswählen." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" -"Die :guilabel:`Sendungsverfolgungsnummer` wird im Reiter " -":guilabel:`Zusätzliche Infos` des Lieferauftrags generiert. Klicken Sie auf " -"die intelligente Schaltfläche :guilabel:`Sendungsverfolgung`, um auf die " -"Website des Versanddienstleisters zu gelangen." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" -"Das Sendungsverfolgungsetikett befindet sich im PDF-Format im Chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "Anzeige eines generierten Versandetikett im Chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" -"Beim Versand mehrerer Pakete wird ein Etikett pro Paket erstellt. Jedes " -"Etikett erscheint im Chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "Beispieletikett aus Odoos Versandkonnektor mit FedEx." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "Sendungen in mehreren Paketen" @@ -11651,20 +11648,20 @@ msgstr "" "`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" -msgstr "Zustelleretiketten" +msgid ":ref:`Carrier labels `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" -msgstr "Exportdokumente" +msgid ":ref:`Export documents `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Paketinhalt" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" -msgstr "Paketetiketten" +msgid ":ref:`Package label `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 msgid "" @@ -11697,11 +11694,11 @@ msgstr "" "Anzeige der Option „Bei Validierung drucken“ in der *Vorgangsart* " "„Kommissionieren“." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "Lieferschein" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." @@ -11709,16 +11706,16 @@ msgstr "" "Ein *Lieferschein* enthält Angaben zum Empfänger und zum Paket und wird in " "der Regel in das Paket gelegt (oder diesem beigefügt)." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" ":ref:`Kommissionierliste `" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" -msgstr ":doc:`Versandetiketten `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -11731,7 +11728,7 @@ msgstr "" ":guilabel:`Validierene` für die gewünschte Vorgangsart eine PDF-Datei des " "Lieferscheins herunterladen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -11743,11 +11740,11 @@ msgstr "" msgid "Example delivery slip." msgstr "Beispiellieferschein." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Retourenschein" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -11759,7 +11756,7 @@ msgstr "" "den Verkaufsauftrag und enthält Artikeldetails und Kundeninformationen. Er " "kann auch spezielle Retourenanweisungen für den Kunden enthalten." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -11772,7 +11769,7 @@ msgstr "" ":guilabel:`Validierene` für die gewünschte Vorgangsart eine PDF-Datei des " "Retourenscheins herunterladen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -11784,11 +11781,11 @@ msgstr "" msgid "Example return slip." msgstr "Beispielretourenschein." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "Produktetiketten" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." @@ -11797,7 +11794,7 @@ msgstr "" "kleben und mit wichtigen Informationen wie Produktname, Barcode und Preis " "versehen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " @@ -11807,8 +11804,8 @@ msgstr "" "(:menuselection:`Lager --> Konfiguration --> Vorgangsarten`), markieren Sie " "auf dem Reiter :guilabel:`Hardware` die Option :guilabel:`Produktetiketten`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" @@ -11816,7 +11813,7 @@ msgstr "" "Dadurch wird das Dropdown-Menü :guilabel:`Etikett drucken als:` sichtbar, in" " dem jedes Produktetikett als gedruckt werden kann:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -11829,7 +11826,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "Beispiel für 2 x 7 mit Preis" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -11842,7 +11839,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "Beispiel für 4 x 7 mit Preis" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -11854,7 +11851,7 @@ msgstr "" msgid "Example 4 x 12." msgstr "Beispiel für 4 x 12." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." @@ -11863,7 +11860,7 @@ msgstr "" "Preis an. Passt für vier Zeilen und zwölf Spalten von Produktetiketten pro " "Seite." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " @@ -11873,7 +11870,7 @@ msgstr "" "Language (ZPL), die den Produktnamen und den Barcode enthalten. Lesbar für " "Zebra-Drucker zum automatischen Drucken von Etiketten." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." @@ -11882,7 +11879,7 @@ msgstr "" "(Zebra Programming Language)`, die den Produktnamen, den Barcode und den " "Preis enthalten." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." @@ -11891,11 +11888,11 @@ msgstr "" "werden, indem Sie auf die Schaltfläche :guilabel:`Etiketten drucken` " "klicken." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Los-/SN-Etiketten" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." @@ -11904,7 +11901,7 @@ msgstr "" "Auftrag kleben und mit wichtigen Informationen wie Produktname, Los- oder " "Seriennummern und Barcode versehen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -11916,7 +11913,7 @@ msgstr "" "Vorgangsarten`). Minarkieren Sie auf dem Reiter :guilabel:`Hardware` die " "Option :guilabel:`Los-/SN-Etiketten`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -11930,12 +11927,12 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "Auftrag mit einem einzigen Satz Los-/Seriennummern." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" "Etiketten für einen Auftrag mit einem einzigen Satz Los-/Seriennummern." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " @@ -11945,7 +11942,7 @@ msgstr "" "Artikel entsprechen und den Produktnamen, die Los-/Seriennummer und den " "Barcode enthalten. Passt in vier Zeilen und zwölf Spalten pro Seite." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " @@ -11955,7 +11952,7 @@ msgstr "" "(Zebra Programming Language)`, die den Produktnamen, die Los-/Seriennummer " "und den Barcode enthalten." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " @@ -11965,6 +11962,275 @@ msgstr "" "Anzahl Artikel in :abbr:`ZPL (Zebra Programming Language)`, die den " "Produktnamen, die Los-/Seriennummer und den Barcode enthalten." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "Zustelleretiketten" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "Paketetiketten" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "Geplante Lieferdaten" @@ -15565,6 +15831,226 @@ msgstr "" msgid "Setup and configuration" msgstr "Einrichtung und Konfiguration" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr ":doc:`dhl_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr ":doc:`ups_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "Liefermethoden" @@ -15967,8 +16453,9 @@ msgstr "" "Kosten des Versandunternehmens handelt." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" -msgstr ":ref:`Versand in Rechnung stellen `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" @@ -16110,6 +16597,304 @@ msgstr "" "Um API-Zugriff zu erhalten, müssen Sie an xmlrequests@dhl.com schreiben und " "Ihre vollständigen Kontodaten wie Kontonummer, Region, Adresse usw. angeben." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "Versandetiketten drucken" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" +"Integrieren Sie Odoo mit :doc:`externen Versandunternehmen " +"<../setup_configuration/third_party_shipper>`, um automatisch " +"Versandetiketten zu erstellen, die Preise, Zieladressen, " +"Sendungsverfolgungsnummern und Barcodes enthalten." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" +"Um Etiketten für einen externen Versanddienstleister zu erstellen, " +"installieren Sie zunächst :doc:`den externen Versandkonnektor " +"<../setup_configuration/third_party_shipper>`. Dann konfigurieren und " +"aktivieren Sie die :ref:`Liefermethode " +"` und stellen " +"sicher, dass das :guilabel:`Integrationslevel` auf :guilabel:`Tarif erhalten" +" und Sendung erstellen` gesetzt ist, um Versandetiketten zu erzeugen. " +"Schließlich geben Sie die :ref:`Quelladresse " +"` und " +":ref:`Produktgewichte ` an." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "Einstellung der Option „Tarif erhalten und Sendung erstellen“." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "Eitketten für mehrere Schritte" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" +"Für Unternehmen, die Lieferungen in :doc:`zwei " +"<../daily_operations/receipts_delivery_two_steps>` oder :doc:`Drei Schritten" +" <../daily_operations/delivery_three_steps>` verwenden, kann der Druck von " +"Etiketten nach der Validierung des Kommissionier- oder Verpackungsvorgangs " +"ausgelöst werden. Gehen Sie dazu zu :menuselection:`Lager --> Konfiguration " +"--> Vorgangsarten`, und wählen Sie den gewünschten Vorgang." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" +"Aktivieren Sie auf der Konfigurationsseite :guilabel:`Vorgangsart` das " +"Kontrollkästchen :guilabel:`Etikett drucken`. Die Aktivierung dieser " +"Funktion stellt sicher, dass das Versandetikett eines Drittanbieters bei der" +" Validierung dieses Vorgangs gedruckt wird." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "Sendungsverfolgungsetiketten drucken" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" +"Wenn nur die *Lagerapp* installiert ist, erstellen Sie Lieferaufträge direkt" +" in der :menuselection:`Lagerapp` , :ref:`fügen Sie den Drittzusteller " +"` in das Feld " +":guilabel:`Transportunternehmen` ein und validieren Sie den Lieferauftrag." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "Versand auf Angebot hinzufügen" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" +"Um ein Versandetikett für einen Auftrag zu erstellen, beginnen Sie mit der " +"Erstellung eines Angebots unter :menuselection:`Verkauf --> Aufträge --> " +"Angebote`, klicken auf :guilabel:`Neu` und füllen das Angebotsformular aus. " +"Klicken Sie dann auf die Schaltfläche :guilabel:`Versand hinzufügen` in der " +"unteren rechten Ecke des Angebotsformulars." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "Anzeige der Schaltfläche „Versand hinzufügen“ auf dem Angebot." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" +"Wenn das Klicken auf :guilabel:`Tarif erhalten` zu einem Fehler führt, " +"stellen Sie sicher, dass die :ref:`Adresse des Lagerhauses " +"` und :ref:`Gewicht " +"der Produkte im Auftrag ` " +"richtig konfiguriert sind." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" +"Klicken Sie auf :guilabel:`Hinzufügen`, um die Kosten als " +":ref:`konfiguriertes Lieferprodukt ` zum Angebot hinzuzufügen. Klicken Sie schließlich auf " +":guilabel:`Bestätigen` auf dem Angebot und klicken Sie auf die intelligente " +"Schaltfläche :guilabel:`Lieferung`, um den Lieferauftrag aufzurufen." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "Anzeige des Pop-up-Fensters „Tarif erhalten“." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "Anzeige des Reiters „Zusätzliche Infos“ eines Lieferauftrags." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "Lieferauftrag validieren" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" +"Navigieren Sie in einem Lieferauftragsformular zum Reiter " +":guilabel:`Zusätzliche Infos`, um sicherzustellen, dass der Drittanbieter im" +" Feld :guilabel:`Transportunternehmen` hinzugefügt wurde." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" +"Wenn die *Verkaufsapp* nicht installiert ist, wird der Drittanbieter im Feld" +" :guilabel:`Transportunternehmen` eingestellt." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" +"Nachdem die Artikel im Auftrag verpackt wurden, klicken Sie auf " +":guilabel:`Validieren`, um die Sendungsverfolgungsnummer des " +"Versandunternehmens zu erhalten und das Versandetikett zu erstellen." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" +"Erstellen Sie einen Lieferauftrag oder wählen Sie einen bestehenden aus, " +"indem Sie die :menuselection:`Lagerapp` aufrufen und die Karte " +":guilabel:`Lieferaufträge` auswählen." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" +"Die :guilabel:`Sendungsverfolgungsnummer` wird im Reiter " +":guilabel:`Zusätzliche Infos` des Lieferauftrags generiert. Klicken Sie auf " +"die intelligente Schaltfläche :guilabel:`Sendungsverfolgung`, um auf die " +"Website des Versanddienstleisters zu gelangen." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" +"Das Sendungsverfolgungsetikett befindet sich im PDF-Format im Chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "Anzeige eines generierten Versandetikett im Chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" +"Beim Versand mehrerer Pakete wird ein Etikett pro Paket erstellt. Jedes " +"Etikett erscheint im Chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "Beispieletikett aus Odoos Versandkonnektor mit FedEx." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr ":doc:`../advanced_operations_shipping/invoicing`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "SendCloud-Konfiguration" @@ -17379,13 +18164,8 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" -"Benutzer können externe Transportunternehmen mit Odoo-Datenbanken " -"verknüpfen, um die Zustellung von Versandunternehmen an bestimmte Adressen " -"zu überprüfen, :doc:`Versandkosten automatisch zu berechnen " -"`, und :doc:`Versandetiketten zu generieren " -"<../advanced_operations_shipping/labels>`." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 msgid "" @@ -17400,18 +18180,10 @@ msgstr "" "Abschnitt :ref:`Fehlerbehebung `." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr ":doc:`dhl_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr ":doc:`sendcloud_shipping`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr ":doc:`ups_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -17676,11 +18448,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" -"Wählen Sie :guilabel:`Tarif erhalten und Sendung erstellen`, um auch " -":doc:`Versandetiketten zu generieren " -"<../advanced_operations_shipping/labels>`." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 msgid "" @@ -18000,10 +18769,8 @@ msgstr "" "wird eine :guilabel:`Sendungsverfolgungsnummer` bereitgestellt." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" -":doc:`Versandetiketten generieren <../advanced_operations_shipping/labels>`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the delivery order's \"Additional info\" tab." @@ -18162,18 +18929,8 @@ msgstr "UPS-Integration" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -"UPS ist ein Versanddienstleister, der sich in Odoo integriert, um den " -"Versand in alle Regionen zu koordinieren. Sobald die Integration erfolgt " -"ist, können Benutzer Versandmethoden erstellen, die die Versandkosten " -"abschätzen und :doc:`Etiketten generieren " -"<../advanced_operations_shipping/labels>`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" @@ -18711,6 +19468,8 @@ msgid "" ":ref:`Use Barcode app for pickings " "`" msgstr "" +":ref:`Barcode-App für Kommissionierungen verwenden " +"`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:17 msgid "" @@ -21737,6 +22496,9 @@ msgid "" "line (SML) <../reporting/moves_history>` in the *Moves History* report for " "traceability." msgstr "" +"Die Anwendung einer Bestandsaufnahme erstellt gleichzeitig eine " +":doc:`Lagerbuchung <../reporting/moves_history>` im Bericht " +"*Bewegungshistorie* zur Rückverfolgung." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "" @@ -22070,7 +22832,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:30 msgid "Create new warehouse" -msgstr "" +msgstr "Neues Lagerhaus erstellen" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:32 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:70 @@ -22079,20 +22841,25 @@ msgid "" "Configuration --> Warehouses`, and click :guilabel:`New`. Doing so opens a " "blank warehouse creation form." msgstr "" +"Um ein neues Lagerhaus zu erstellen, gehen Sie zu :menuselection:`Lager --> " +"Konfiguration --> Lagerhäuser`, und klicken Sie auf :guilabel:`Neu`, um ein " +"leeres Formular zu Erstellung eines Lagerhauses zu öffnen." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:35 msgid "Fill out the following fields as necessary:" -msgstr "" +msgstr "Füllen Sie die folgenden Felder des Formulars nach Bedarf aus:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:37 msgid ":guilabel:`Warehouse`: the full name of the warehouse." -msgstr "" +msgstr ":guilabel:`Lagerhaus`: der vollständige Name des Lagerhauses." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:38 msgid "" ":guilabel:`Short Name`: the abbreviated code used to identify the warehouse," " i.e. `WH2` (the short name for the default warehouse in Odoo is `WH`)." msgstr "" +":guilabel:`Kurzname`: der abgekürzte Code, mit dem das Lager bezeichnet " +"wird, z. B. `WH2` (der Kurzname für das Standardlager in Odoo lautet `WH`)." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:40 msgid "" @@ -22100,17 +22867,24 @@ msgid "" " the company that owns the Odoo database or the company of a customer or " "vendor." msgstr "" +":guilabel:`Unternehmen`: das Unternehmen, dem das Lagerhaus gehört; dies " +"kann das Unternehmen sein, dem die Odoo-Datenbank gehört oder das " +"Unternehmen eines Kunden oder Lieferanten" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:42 msgid "" ":guilabel:`Address`: the address where the warehouse is located. By default," " this is set to the company's address in the database." msgstr "" +":guilabel:`Adresse`: die Adresse, an der sich das Lager befindet. " +"Standardmäßig ist dies die Adresse des Unternehmens in der Datenbank." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst-1 msgid "" "Filled out warehouse name and address settings on warehouse creation form." msgstr "" +"Ausgefüllte Einstellungen für den Namen und die Adresse des Lagerhauses auf " +"dem Formular zur Erstellung eines Lagerhauses." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:49 msgid "" @@ -22118,6 +22892,9 @@ msgid "" " main workflow in the :guilabel:`Shipments` section, and set available " "replenishment methods in the :guilabel:`Resupply` section." msgstr "" +"Im reiter:guilabel:`Lagerhauskonfiguration` konfigurieren Sie den " +"Hauptarbeitsablauf des Lagers im Abschnitt :guilabel:`Sendungen` und legen " +"die verfügbaren Auffüllmethoden im Abschnitt :guilabel:`Beschaffung` fest." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:54 msgid "" @@ -22127,16 +22904,26 @@ msgid "" ":guilabel:`Warehouse` heading. For more information about routes and how " "they work in Odoo, see :ref:`Using Routes and Pull/Push Rules `." msgstr "" +"Die Optionen :guilabel:`Sendungen` und :guilabel:`Beschaffung` werden nur " +"angezeigt, wenn das Kontrollkästchen :guilabel:`Mehrstufige Routen` in " +":menuselection:`Lager --> Konfiguration --> Einstellungen` unter der " +"Überschrift :guilabel:`Lagerhaus` aktiviert ist. Weitere Informationen über " +"Routen und deren Funktionsweise in Odoo finden Sie unter :ref:`Routen und " +"Pull/Push-Regeln verwenden `." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:59 msgid "" "In the :guilabel:`Shipments` section, choose between one, two, or three-step" " processes for both incoming and outgoing shipments." msgstr "" +"Wählen Sie im Abschnitt :guilabel:`Sendungen` zwischen ein-, zwei- oder " +"dreistufigem Verfahren für Warenein- und -ausgänge." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:62 msgid "In the :guilabel:`Resupply` section, edit the following settings:" msgstr "" +"Wählen Sie im Abschnitt :guilabel:`Beschaffung` die folgenden Einstellungen " +"aus:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:64 msgid "" @@ -22144,18 +22931,25 @@ msgid "" "vendors, and have components dropshipped directly to subcontractors for " "manufacturing." msgstr "" +":guilabel:`Subunternehmer für Streckengeschäft`: Aktivieren Sie diese " +"Funktion, um mit Lieferanten zusammenzuarbeiten und Fertigungskomponenten " +"per Streckengeschäft direkt an Subunternehmer zu übergeben." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:66 msgid "" ":guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied " "with goods from this warehouse." msgstr "" +":guilabel:`Subunternehmer beliefern`: Ermöglichen Sie die Belieferung von " +"Waren an Subunternehmer aus diesem Lager." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:68 msgid "" ":guilabel:`Manufacture to Resupply`: when products are manufactured, they " "can be delivered to this warehouse." msgstr "" +":guilabel:`Zur Nachlieferung fertigen`: Wenn Produkte gefertigt werden, " +"können sie an dieses Lagerhaus geliefert werden." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:70 msgid "" @@ -22163,12 +22957,17 @@ msgid "" "manufacturing goods inside the warehouse. Choose from one, two, and three-" "step production." msgstr "" +":guilabel:`Fertigung`: Wählen Sie die Route aus, die bei der Fertigung von " +"Waren innerhalb des Lagerhauses befolgt werden soll. Wählen Sie zwischen " +"ein-, zwei- und dreistufiger Produktion." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:72 msgid "" ":guilabel:`Buy to Resupply`: when products are purchased, they can be " "delivered to this warehouse." msgstr "" +":guilabel:`Zur Nachlieferung einkaufen`: Wenn Produkte gekauft werden, " +"können sie in diesem Lagerhaus geliefert werden." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:73 msgid "" @@ -22177,16 +22976,25 @@ msgid "" "not have the stock, it can also pull products from these selected warehouses" " in the database. Automatic resupply routes will be created accordingly." msgstr "" +":guilabel:`Nachlieferung aus`: Markieren Sie das Kästchen neben den anderen " +"Lagern, aus denen dieses Lager Produkte nachbestellen kann. Wenn das " +"aktuelle Lager nicht über den Bestand verfügt, kann es auch Produkte aus " +"diesen ausgewählten Lagern in der Datenbank beziehen. Entsprechend werden " +"automatische Auffüllrouten erstellt." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst-1 msgid "" "Filled out Warehouse Configuration tab settings on warehouse creation form." msgstr "" +"Ausgefüllte Einstellungen für den Reiter „Lagerhauseinstellungen“ auf dem " +"Formular zur Erstellung eines Lagerhauses." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:82 msgid "" "Once ready, click :guilabel:`Save` to save the new warehouse's settings." msgstr "" +"Wenn Sie fertig sind, klicken Sie auf :guilabel:`Speichern`, um die neuen " +"Lagerhauseinstellungen zu speichern." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:85 msgid "Add inventory to a new warehouse" @@ -22198,6 +23006,9 @@ msgid "" "with existing stock, update the warehouse's stock using an inventory " "adjustment." msgstr "" +"Wenn ein neues Lager erstellt wird, um einen realen Lagerort mit vorhandenem" +" Bestand darzustellen, aktualisieren Sie den Bestand des Lagers mithilfe " +"einer Bestandsaufnahme." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:123 @@ -22210,10 +23021,16 @@ msgid "" "app --> Operations --> Physical Inventory`, and click :guilabel:`New`. Doing" " so adds a new line at the bottom of the list of inventory adjustments." msgstr "" +"Um eine Bestandsaufnahme vorzunehmen, navigieren Sie zu " +":menuselection:`Lager --> Vorgänge --> Bestandsaufnahme`, und klicken Sie " +"auf :guilabel:`Neu`. Dadurch wird eine neue Zeile am Ende der Liste der " +"Bestandsaufnahme hinzugefügt." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:97 msgid "Configure the line by filling out the following fields as necessary:" msgstr "" +"Konfigurieren Sie die Zeile, indem Sie die folgenden Felder des Formulars " +"nach Bedarf ausfüllen:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:99 msgid "" @@ -22221,16 +23038,21 @@ msgid "" "the new warehouse. This can be set as the overall warehouse, or a location " "within the warehouse." msgstr "" +":guilabel:`Lagerort`: der Lagerort, an dem das Produkt derzeit im neuen " +"Lagerhaus gelagert wird. Dies kann als das gesamte Lagerhaus oder ein Ort " +"innerhalb des Lagerhauses festgelegt werden" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:101 msgid ":guilabel:`Product`: the product being added to inventory." -msgstr "" +msgstr ":guilabel:`Produkt`: das Produkt, das dem Bestand hinzugefügt wird." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:102 msgid "" ":guilabel:`Lot/Serial Number`: the lot that the product belongs to or the " "serial number used to identify it, if the product is tracked." msgstr "" +":guilabel:`Los-/Seriennummer`: das Los, zu dem das Produkt gehört, oder die " +"Seriennummer, mit der es identifiziert wird, wenn das Produkt verfolgt wird." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:104 msgid "" @@ -22239,17 +23061,25 @@ msgid "" "location where a count or a prior inventory adjustment has not taken place, " "this should be set to `0.00`." msgstr "" +":guilabel:`Vorrätige Menge`: die Gesamtmenge des Produkts, das an dem Ort " +"gelagert wird, für den der Bestand angepasst wird. Für ein neues Lager oder " +"einen Standort, an dem noch keine Zählung oder vorherige Bestandsaufnahme " +"stattgefunden hat, sollte dieser Wert auf `0.00` gesetzt werden." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:107 msgid "" ":guilabel:`UoM`: the unit of measure (UoM) used for counting the product." msgstr "" +":guilabel:`Maßeinheit`: die Maßeinheit, die zur Zählung des Produkts " +"verwendet wird" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:108 msgid "" ":guilabel:`Counted Quantity`: the amount of the product being added to " "inventory." msgstr "" +":guilabel:`Gezählte Menge`: die Menge des Produkts, die dem Bestand " +"hinzugefügt wird" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:109 msgid "" @@ -22257,22 +23087,29 @@ msgid "" "quantities. This automatically updates to reflect the value entered in the " ":guilabel:`Counted Quantity` column." msgstr "" +":guilabel:`Differenz`: die Differenz zwischen den vorrätigen und gezählten " +"Mengen. Diese wird automatisch aktualisiert, um den in der Spalte " +":guilabel:`Gezählte Menge` eingegebenen Wert widerzuspiegeln" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:111 msgid "" ":guilabel:`Scheduled Date`: the date selected for the next inventory count " "for this product." msgstr "" +":guilabel:`Geplantes Datum`: das für die nächste Inventurzählung ausgewählte" +" Datum für dieses Produkt." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:112 msgid "" ":guilabel:`User`: the user who recorded the inventory adjustment in the " "database." msgstr "" +":guilabel:`Benutzer`: der Benutzer, der die Bestandsaufnahme in der " +"Datenbank vorgenommen hat." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst-1 msgid "Filled out inventory adjustment line for product in new warehouse." -msgstr "" +msgstr "Ausgefüllte Bestandsaufnahmezeile für Produkt in neuem Lagerhaus." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:118 msgid "" @@ -22280,6 +23117,9 @@ msgid "" "configured, click :guilabel:`Apply` on each line to apply the new inventory " "counts." msgstr "" +"Sobald jede Zeile für die Produkte, die dem neuen Lager hinzugefügt werden, " +"konfiguriert ist, klicken Sie auf :guilabel:`Anwenden` in jeder Zeile, um " +"die neuen Bestandszahlen anzuwenden." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:121 msgid "" @@ -22287,6 +23127,9 @@ msgid "" "those in the :guilabel:`Counted Quantity` column, and the products added " "appear in the new warehouse's stock." msgstr "" +"Die Werte in der Spalte :guilabel:`Vorrätige Menge` werden aktualisiert, um " +"die Werte in der Spalte :guilabel:`Gezählte Menge` wiederzugeben, und die " +"hinzugefügten Produkte erscheinen im Bestand des neuen Lagers." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:125 msgid "" @@ -22295,6 +23138,10 @@ msgid "" "Adjustment` pop-up window appears upon clicking :guilabel:`Apply` on that " "product's line." msgstr "" +"Wenn Produkte, die mit einer Los- oder Seriennummer verfolgt werden, ohne " +"Angabe der Verfolungsnummer hinzugefügt werden, erscheint ein Pop-up-Fenster" +" :guilabel:`Verfolgte Produkte in Bestandsaufnahme`, wenn Sie auf " +":guilabel:`Anwenden` in der Zeile dieses Produkts klicken." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:129 msgid "" @@ -22304,15 +23151,21 @@ msgid "" ":guilabel:`Discard`, and add the numbers. Then, once ready, click " ":guilabel:`Apply` again." msgstr "" +"Das Pop-up-Fenster zeigt an, dass verfolgte Produkte hinzugefügt wurden, " +"aber die Los-/Seriennummern nicht definiert wurden. Um die Aufnahme ohne die" +" Nummern anzuwenden, klicken Sie auf :guilabel:`Anwenden`. Um die Nummern " +"vor der Anwendung hinzuzufügen, klicken Sie auf :guilabel:`Verwerfen` und " +"fügen Sie die Nummern hinzu. Wenn Sie fertig sind, klicken Sie erneut auf " +":guilabel:`Anwenden`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:0 msgid "Tracked Products in Inventory Adjustment pop-up window." -msgstr "" +msgstr "Pop-up-Fenster „Verfolgte Produkte in Bestandsaufnahme“." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:139 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:118 msgid ":doc:`warehouses_locations`" -msgstr "" +msgstr ":doc:`warehouses_locations`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:3 msgid "Cycle counts" @@ -22803,10 +23656,14 @@ msgid "" "checkbox next to :guilabel:`Storage Locations` to enable the feature, and " "click :guilabel:`Save`." msgstr "" +"Um diese Funktion zu aktivieren, navigieren Sie zu :menuselection:`Lager -->" +" Konfiguration --> Einstellungen`, und scrollen Sie nach unten zum Abschnitt" +" :guilabel:`Lagerhaus`. Klicken Sie dann auf das Kontrollkästchen neben " +":guilabel:`Lagerorte` und klicken Sie auf :guilabel:`Speichern`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "Enabled Storage Locations setting in Inventory app settings." -msgstr "" +msgstr "Aktivierte Einstellung der Lagerorte in den Lagereinstellungen." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:41 msgid "Scrap from stock" @@ -22839,6 +23696,11 @@ msgid "" "these locations can be changed by selecting a different location from their " "respective drop-down menus." msgstr "" +"Der :guilabel:`Quelllagerort` ist standardmäßig der Ort, an dem das Produkt " +"gelagert wird, und der :guilabel:`Lagerort für Ausschuss` ist standardmäßig " +"der entsprechene Ausschussort (:guilabel:`Virtual Locations/Scrap`, aber Sie" +" können beides ändern, indem Sie einen anderen Ort aus den jeweiligen " +"Dropdown-Menüs auswählen." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:59 msgid "" @@ -22890,7 +23752,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:89 msgid "Scrap from an existing operation" -msgstr "" +msgstr "Ausschuss aus einem bestehenden Vorgang" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:91 msgid "" @@ -22970,6 +23832,8 @@ msgid "" "In Odoo *Inventory*, a *location* is a specific space within a warehouse. " "This can be a shelf, room, aisle, rack, bin, etc." msgstr "" +"In Odoo *Lager* ist ein *Lagerort* ein Ort, in einem Lagerhaus. Das kann ein" +" Regal, ein Raum, ein Gang, ein Fach, ein Behälter usw. sein." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:8 msgid "" @@ -22977,12 +23841,17 @@ msgid "" "locations, and locations specifically designated as \"virtual\", instead of " "real, physical locations." msgstr "" +"Es gibt auch externe und virtuelle Lagerorte. Zum Beispiel Kundenlager und " +"Lagerorte, die „virtuell“ gestaltet sind, im Gegensatz zu echten, physischen" +" Lagerorten." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:11 msgid "" "Locations allow for the storage of products in designated areas of the " "warehouse, to help track inventory accurately." msgstr "" +"Lagerorte ermöglichen die Lagerung von Produkten in bestimmten Bereichen des" +" Lagers, damit Sie den Bestand genau verfolgen können." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:17 msgid "" @@ -22992,6 +23861,11 @@ msgid "" "section. Tick the checkbox next to :guilabel:`Storage Locations` to enable " "the feature, and click :guilabel:`Save`." msgstr "" +"Um Lagerorte festzulegen, muss die Einstellung *Lagerorte* aktiviert sein. " +"Navigieren Sie dazu zu :menuselection:`Lager --> Konfiguration --> " +"Einstellungen`, und scrollen Sie nach unten zum Abschnitt " +":guilabel:`Lagerhaus`. Klicken Sie dann auf das Kontrollkästchen neben " +":guilabel:`Lagerorte` und klicken Sie auf :guilabel:`Speichern`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "Enabled Storage Location setting in Inventory app settings." @@ -24533,7 +25407,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "Lagerbewertung" @@ -24735,14 +25608,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -"Um Einstandskosten auf eine Lieferantenrechnung anzuwenden, müssen die in " -"der ursprünglichen Bestellung enthaltenen Produkte zu einer " -"*Produktkategorie* gehören, deren *Entnahmestrategie erzwingen* auf |FIFO| " -"und deren *Kalkulationsverfahren* auf Durchschnittskosten eingestellt ist." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -24755,7 +25627,7 @@ msgstr "" "im Reiter :guilabel:`Produkte` auf :guilabel:`Produkt hinzufügen`, um der " "Anfrage Produkte hinzuzufügen." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " @@ -24766,11 +25638,11 @@ msgstr "" "erhalten`, sobald die Produkte eingegangen sind, gefolgt von " ":guilabel:`Validieren`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "Lieferantenrechnung erstellen" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." @@ -24778,7 +25650,7 @@ msgstr "" "Sobald der Lieferant die Bestellung erfüllt und eine Rechnung schickt, kann " "aus der Bestellung in Odoo eine Lieferantenrechnung erstellt werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " @@ -24789,7 +25661,7 @@ msgstr "" "Sie dann auf :guilabel:`Rechnung erstellen`. Dadurch wird eine neue " ":guilabel:`Lieferantenrechnung` in der Phase :guilabel:`Entwurf` geöffnet." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." @@ -24798,24 +25670,20 @@ msgstr "" "Kalender-Pop-over-Menü zu öffnen, und wählen Sie das Datum, an dem dieser " "Rechnungsentwurf in Rechnung gestellt werden soll." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" -"Klicken Sie dann im Reiter :guilabel:`Rechnungszeilen` auf :guilabel:`Zeile " -"hinzufügen`, und klicken Sie auf das Dropdown-Menü in der Spalte " -":guilabel:`Produkt`, um das zuvor erstellte Einstandskostenprodukt " -"auszuwählen. Klicken Sie auf das Symbol :guilabel:`Manuell speichern (Wolke " -"mit Pfeil)`, um den Rechnungsentwurf zu aktualisieren." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "Spaltenkästchen „Einstandskosten“ für Produkt und Einstandskosten." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -24828,7 +25696,7 @@ msgstr "" "unterscheiden sich die Einstandskosten von allen anderen Kosten, die auf der" " Rechnung angezeigt werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -24841,11 +25709,11 @@ msgid "Create Landed Costs button on vendor bill." msgstr "" "Schaltfläche zum Erstellen der Einstandskosten in der Lieferantenrechnung." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "Einstandskosten hinzufügen" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." @@ -24854,7 +25722,7 @@ msgstr "" "Sie auf :guilabel:`Einstandskosten erstellen` oben auf der " "Lieferantenrechnung." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." @@ -24863,7 +25731,7 @@ msgstr "" "erstellt, wobei in der Produktzeile im Reiter :guilabel:`Zusätzliche Kosten`" " von bestimmten Einstandskosten vorausgefüllt wird." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -24876,7 +25744,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "Formular für Einstandskosten mit ausgewähltem Wareneingangstransfer." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -24888,7 +25756,7 @@ msgstr "" ":menuselection:`Lager --> Vorgänge --> Einstandskosten` navigieren und auf " ":guilabel:`Neu` klicken." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " @@ -24898,7 +25766,7 @@ msgstr "" "getroffen haben, klicken Sie auf :guilabel:`Berechnen` (am unteren Rand des " "Formulars, unter dem Feld :guilabel:`Gesamtkosten`)." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -24913,7 +25781,7 @@ msgstr "" "die Spalte :guilabel:`Neuer Wert` zeigt die Summe der beiden Werte für die " "Gesamtkosten der Bestellung." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." @@ -24921,7 +25789,7 @@ msgstr "" "Sobald Sie fertig sind, klicken Sie auf :guilabel:`Validieren`, um die " "Buchung der Einstandskosten in das Buchhaltungsjournal zu übernehmen." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -24933,7 +25801,7 @@ msgstr "" "Schaltfläche :guilabel:`Bewertung`, um eine Seite :guilabel:`Bewertung` zu " "öffnen, auf der die aktualisierte Bewertung des Produkts aufgeführt ist." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." @@ -24942,7 +25810,7 @@ msgstr "" "Validierung erscheint, muss die :guilabel:`Produktart` **auf " ":guilabel:`Lagerfähig` eingestellt sein." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." @@ -24951,7 +25819,7 @@ msgstr "" "anzuzeigen, navigieren Sie zu :menuselection:`Lager --> Berichtswesen --> " "Bewertung`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." @@ -24959,7 +25827,7 @@ msgstr "" "Jede Journalbuchung, die für Einstandskosten auf einer Lieferantenrechnung " "erstellt wurde, kann in der *Buchhaltungsapp* angezeigt werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" @@ -24970,7 +25838,7 @@ msgstr "" "suchen Sie den richtigen Eintrag anhand der Nummer (z. B. " "`PBNK1/2024/XXXXX`)." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -24985,8 +25853,9 @@ msgstr "" "Lieferantenrechnung erstellt wurden." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "Konfiguration der Bestandsbewertung" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "Automatische Bestandsbewertung" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -25002,142 +25871,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" -"Odoo verwendet standardmäßig eine periodische Bestandsbewertung (auch " -"bekannt als manuelle Bestandsbewertung). Diese Methode setzt voraus, dass " -"das Buchhaltungsteam Journalbuchungen auf der Grundlage des physischen " -"Bestands des Unternehmens vornimmt und dass die Lagermitarbeiter sich die " -"Zeit nehmen, den Bestand zu zählen. In Odoo spiegelt sich diese Methode in " -"jeder Produktkategorie wider, wo das Feld :guilabel:`Kalkulationsverfahren` " -"standardmäßig auf `Standardpreis` und das Feld :guilabel:`Bestandsbewertung`" -" auf `Manuell` eingestellt ist." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" -"Die Felder für die Bestandsbewertung befinden sich auf dem Formular " -"Produktkategorien." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -"Alternativ dazu ist die automatisierte Bestandsbewertung eine integrierte " -"Bewertungsmethode, die den Bestandswert in Echtzeit aktualisiert, indem sie " -"Journalbuchungen erstellt, sobald Lagerbuchungen zwischen den Lagerorten " -"eines Unternehmens eingeleitet werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -"Die automatische Bestandsbewertung ist eine Methode, die aufgrund der " -"zusätzlichen Schritte, die mit der Konfiguration der Journalbuchung " -"verbunden sind, nur erfahrenen Buchhaltern empfohlen wird. Auch nach der " -"Ersteinrichtung muss die Methode regelmäßig überprüft werden, um die " -"Genauigkeit zu gewährleisten, und je nach den Bedürfnissen und Prioritäten " -"des Unternehmens sind möglicherweise laufend Anpassungen erforderlich." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "Buchhaltungsarten" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -"Die Buchungsposten richten sich nach dem Buchungsmodus: *Kontinental* oder " -"*Angelsächsisch*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" -"Es ist möglich, unterschiedliche Bewertungseinstellungen für verschiedene " -"Produktkategorien zu verwenden." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -25145,7 +26028,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -25153,7 +26036,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -25172,7 +26055,7 @@ msgstr "" "Einkaufspreises sowohl des Lagerbestands als auch der aus validierten " "Bestellungen kumulierten Kosten aktualisiert." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -25184,87 +26067,132 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -"Wenn das :guilabel:`Kalkulationsverfahren` geändert wird, ändern die bereits" -" auf Lager befindlichen Produkte, die das " -":guilabel:`Standard`-Kalkulationsverfahren verwendet haben, **nicht** ihren " -"Wert; vielmehr behalten die vorhandenen Einheiten ihren Wert, und alle " -"Produktbewegungen wirken sich auf die Durchschnittskosten aus, und die " -"Kosten des Produkts ändern sich. Wenn der Wert im Feld :guilabel:`Kosten` " -"auf einem Produktformular manuell geändert wird, erzeugt Odoo einen " -"entsprechenden Eintrag im Bericht *Bestandsbewertung*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" +"Es ist möglich, unterschiedliche Bewertungseinstellungen für verschiedene " +"Produktkategorien zu verwenden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "Buchhaltungsarten" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Auslagenkonto" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automatisch" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -25274,7 +26202,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -25286,37 +26214,37 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -25326,13 +26254,13 @@ msgstr "" " für ein Produkt aktiviert ist, enthält dieses Konto den aktuellen Wert der " "Produkte." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -25346,7 +26274,7 @@ msgstr "" "Standardwert für alle Produkte in dieser Kategorie. Er kann auch direkt für " "jedes Produkt festgelegt werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -25360,7 +26288,7 @@ msgstr "" "Standardwert für alle Produkte in dieser Kategorie. Er kann auch direkt für " "jedes Produkt festgelegt werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -25369,7 +26297,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -25380,13 +26308,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -25394,7 +26322,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -25406,62 +26334,62 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -"Gehen Sie zunächst zu :menuselection:`Buchhaltung --> Berichtswesen --> " -"Bilanz`. Ändern Sie oben im Dashboard den Wert des Feldes :guilabel:`Ab` in " -":guilabel:`Heute` und stellen Sie die Filterung :guilabel:`Optionen` auf " -":guilabel:`Alle ausklappen`, um alle aktuellen Daten auf einmal zu sehen." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" -"Unter der übergeordneten Position :guilabel:`Umlaufvermögen` finden Sie die " -"verschachtelte Position :guilabel:`Bestandsbewertungskonto`, in der die " -"Gesamtbewertung des gesamten Lagerbestands angezeigt wird." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" -"Über das Drop-down-Menü :guilabel:`Bestandsbewertungskonto` können Sie auf " -"spezifischere Informationen zugreifen, indem Sie entweder " -":guilabel:`Hauptbuch` auswählen, um eine Einzelansicht aller " -"Journalbuchungen anzuzeigen, oder indem Sie :guilabel:`Buchungszeilen` " -"auswählen, um alle individualisierten Journalbuchungen zu überprüfen, die " -"für das Konto eingereicht wurden. Außerdem können Sie Anmerkungen zur " -":guilabel:`Bilanz` hinzufügen, indem Sie :guilabel:`Kommentieren` wählen, " -"das Textfeld ausfüllen und auf :guilabel:`Speichern` klicken." - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" "Ansicht der Aufschlüsselung der gesamten Bestandsbewertung in Odoo " "Buchhaltung" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "Verwendung der Bestandsbewertung" @@ -25485,10 +26413,6 @@ msgstr "" "Produkte physisch zählen – oder automatisch über die Datenbank durchgeführt " "werden." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "Automatische Bestandsbewertung" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -27948,6 +28872,11 @@ msgid "" "module, select :menuselection:`Equipments --> Machines & Tools --> Create`, " "and configure the equipment as follows:" msgstr "" +"Mit Odoo *Wartung* ist es möglich, einzelne Geräte zusammen mit " +"Informationen über deren Wartungsbedarf zu verfolgen. Um ein neues Gerät " +"hinzuzufügen, navigieren Sie zum Modul :guilabel:`Wartung`, wählen Sie " +":menuselection:`Ausrüstung --> Maschinen & Werkzeuge --> Neu` und " +"konfigurieren Sie das Gerät wie folgt:" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:18 msgid ":guilabel:`Equipment Name`: the product name of the piece of equipment" @@ -28051,11 +28980,9 @@ msgstr "Zusätzliche Produktinformationen erfassen" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" -"Im Reiter :guilabel:`Produktinformationen` am unteren Ende des Formulars " -"können Sie weitere Einzelheiten über die Ausrüstung angeben:" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" @@ -28108,67 +29035,61 @@ msgstr "Wartungsdetails hinzufügen" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -"Der Reiter :guilabel:`Wartung` enthält Informationen, die für Wartungsteams " -"nützlich sein können:" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" -":guilabel:`Intervall der präventiven Wartung`: gibt an, wie oft die Wartung " -"durchgeführt werden sollte, um einen Ausfall der Ausrüstung zu verhindern" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" -msgstr "" -":guilabel:`Wartungsdauer`: die Zeitspanne, die benötigt wird, um das Gerät " -"zu reparieren, wenn es ausfällt" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" -":guilabel:`Erwartete mittlere Betriebsdauer zwischen Ausfällen`: die " -"durchschnittliche Betriebszeit, die das Gerät vor einem Ausfall " -"voraussichtlich erreichen wird" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." -msgstr "Der Reiter Wartung für das neue Gerät." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 -msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." +msgid "The maintenance tab for a piece of equipment." msgstr "" -"Der Reiter :guilabel:`Wartung` enthält auch Abschnitte für " -":guilabel:`Mittlere Betriebsdauer zwischen Ausfällen`, " -":guilabel:`Geschätzter nächster Ausfall`, :guilabel:`Letzter Ausfall` und " -":guilabel:`Mittlere Reparaturdauer`. Diese Werte werden automatisch auf der " -"Grundlage von Wartungsanfragen berechnet, sofern welche vorhanden sind." -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" -"Um die Wartungsanfragen für ein Gerät zu sehen, gehen Sie zu die Seite für " -"das Gerät und wählen Sie :guilabel:`Wartung` in der oberen rechten Ecke des " -"Formulars." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 msgid "Maintenance calendar" -msgstr "" +msgstr "Wartungskalender" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:7 msgid "" @@ -28178,6 +29099,11 @@ msgid "" "maintenance to ensure that such issues are avoided, are key to keeping " "warehouse operations running smoothly." msgstr "" +"Um Ausfälle von Geräten und Blockaden in Lagerarbeitszentren zu vermeiden, " +"ist eine ständige Wartung der Geräte erforderlich. Eine rechtzeitige " +"Instandsetzung von Maschinen und Werkzeugen, die unerwartet ausfallen, sowie" +" eine vorbeugende Wartung, um solche Probleme zu vermeiden, sind der " +"Schlüssel für einen reibungslosen Lagerbetrieb." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:12 msgid "" @@ -28185,11 +29111,15 @@ msgid "" "create, schedule, and edit both corrective and preventive maintenance " "requests, to stay on top of equipment and work centers." msgstr "" +"In Odoo *Wartung* können Benutzer auf den *Wartungskalender* zugreifen, um " +"sowohl korrigierende als auch vorbeugende Wartungsanfragen zu erstellen, zu " +"planen und zu bearbeiten und so den Überblick über Geräte und Arbeitsplätze " +"zu behalten." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:16 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:16 msgid "Create maintenance request" -msgstr "" +msgstr "Wartungsanfrage erstellen" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:18 msgid "" @@ -28197,6 +29127,9 @@ msgid "" "Calendar*. To access the calendar, navigate to :menuselection:`Maintenance " "app --> Maintenance --> Maintenance Calendar`." msgstr "" +"Wartungsanfragen können direkt über den *Wartungskalender* erstellt werden. " +"Um auf den Kalender zuzugreifen, navigieren Sie zu :menuselection:`Wartung " +"--> Wartung --> Wartungskalender`." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:21 msgid "" @@ -28204,10 +29137,14 @@ msgid "" ":guilabel:`New Event` pop-up window. In the :guilabel:`Name:` field, assign " "a title to the new request." msgstr "" +"Um eine neue Anfrage zu erstellen, klicken Sie auf eine beliebige Stelle des" +" Kalenders. Daraufhin öffnet sich ein Pop-up-Fenster :guilabel:`Neues " +"Ereignis`. Vergeben Sie im Feld :guilabel:`Name:` einen Titel für die neue " +"Anfrage." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "New event creation pop-up window." -msgstr "" +msgstr "Pop-up-Fenster zur Erstellung einer neuen Veranstaltung." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:28 msgid "" @@ -28215,22 +29152,30 @@ msgid "" "no additional details. If the request's creation should be canceled, click " ":guilabel:`Cancel`." msgstr "" +"Wenn Sie im Pop-up-Fenster auf :guilabel:`Erstellen` klicken, wird die neue " +"Anfrage ohne weitere Details gespeichert. Wenn die Erstellung der Anfrage " +"abgebrochen werden soll, klicken Sie auf :guilabel:`Abbrechen`." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:31 msgid "" "To add more details and schedule the request for a specific date and time, " "click :guilabel:`Edit`." msgstr "" +"Um weitere Details hinzuzufügen und die Anfrage für ein bestimmtes Datum und" +" eine bestimmte Uhrzeit zu planen, klicken Sie auf :guilabel:`Bearbeiten`." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:33 msgid "" "Clicking :guilabel:`Edit` opens a blank maintenance request form, where " "various details about the request can be filled out." msgstr "" +"Wenn Sie auf :guilabel:`Bearbeiten` klicken, öffnet sich ein leeres Formular" +" für Wartungsanfragen, in das Sie verschiedene Details zu der Anfrage " +"eintragen können." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:37 msgid "Edit maintenance request" -msgstr "" +msgstr "Wartungsanfrage bearbeiten" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:39 msgid "" @@ -28239,10 +29184,14 @@ msgid "" " request was created by. By default, this field populates with the user " "actually creating the request." msgstr "" +"Geben Sie im Feld :guilabel:`Anfrage` einen Titel für die neue Anfrage ein. " +"Wählen Sie im Feld :guilabel:`Erstellt von` aus dem Dropdown-Menü aus, von " +"welchem Benutzer die Anfrage erstellt wurde. Standardmäßig wird dieses Feld " +"mit dem Benutzer ausgefüllt, der die Anfrage tatsächlich erstellt hat." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "New maintenance request form creation." -msgstr "" +msgstr "Erstellung des Formulars für neue Wartungsanfragen." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:47 msgid "" @@ -28825,7 +29774,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Maintenance requests on Activity view." -msgstr "" +msgstr "Wartungsanfragen in Aktivitätsansicht." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:345 msgid "" @@ -28836,6 +29785,12 @@ msgid "" "click :guilabel:`➕ Schedule an activity`. This opens a :guilabel:`Schedule " "Activity` pop-up window." msgstr "" +"Wartungsanfragen werden in der Spalte :guilabel:`Wartungsanfrage` als " +"Aktivitäten aufgeführt. Wenn Sie auf eine Anfrage klicken, öffnet sich ein " +":guilabel:`Wartungsanfrage`-Popover, das den Status der Anfrage und den " +"zuständigen Techniker anzeigt. Um eine Aktivität direkt aus dem Popover zu " +"planen, klicken Sie auf :guilabel:`➕ Aktivität planen`. Daraufhin wird ein " +"Pop-up-Fenster :guilabel:`Aktivität planen` geöffnet." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:350 msgid "" @@ -28846,7 +29801,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Schedule Activity pop-up window." -msgstr "" +msgstr "Pop-up-Fenster „Aktivität planen“." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:358 msgid "" @@ -28886,12 +29841,12 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:379 msgid ":doc:`maintenance_requests`" -msgstr "" +msgstr ":doc:`maintenance_requests`" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:380 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:243 msgid ":doc:`add_new_equipment`" -msgstr "" +msgstr ":doc:`add_new_equipment`" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:3 msgid "Maintenance requests" @@ -34786,6 +35741,327 @@ msgstr "" msgid "Workflows" msgstr "Arbeitsabläufe" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Nebenprodukte" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "Lieferückstände in der Fertigung" @@ -39143,7 +40419,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "Richtlinien zur Rechnungskontrolle" @@ -39209,7 +40485,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "3-Wege-Abstimmung" @@ -39422,66 +40698,41 @@ msgstr ":doc:`manage`" msgid "Manage vendor bills" msgstr "Lieferantenrechnungen verwalten" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -"Eine *Lieferantenrechnung* ist eine Rechnung für Produkte und/oder " -"Dienstleistungen, die ein Unternehmen von einem Lieferanten erworben hat. " -"Lieferantenrechnungen erfassen Verbindlichkeiten, sobald sie von den " -"Lieferanten eingehen, und können Beträge für die gekauften Waren und/oder " -"Dienstleistungen, Umsatzsteuern, Fracht- und Lieferkosten und mehr " -"enthalten." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -"In Odoo kann eine Lieferantenrechnung an verschiedenen Stellen des " -"Einkaufsprozesses erstellt werden, je nach der in den Einstellungen der App " -"*Einkauf* gewählten Richtlinie zur *Rechnungskontrolle*." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -"Um die Standardrichtlinie für die Rechnungskontrolle anzuzeigen, zu " -"bearbeiten und zu ändern, gehen Sie zu :menuselection:`Einkauf --> " -"Konfiguration --> Einstellungen`, und scrollen Sie nach unten zum Abschnitt " -":guilabel:`Rechnungsstellung`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" -"Hier gibt es zwei Richtlinienoptionen zur :guilabel:`Rechnungskontrolle`: " -":guilabel:`Bestellte Mengen` und :guilabel:`Erhaltene Mengen`. Nachdem Sie " -"eine Richtlinie ausgewählt haben, klicken Sie auf :guilabel:`Speichern`, um " -"die Änderungen zu speichern." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." -msgstr "" -"Einstellungen zu den Richtlinien zur Rechnungskontrolle in der Einkaufsapp" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -"Die gewählte Richtlinie ist die Standardrichtlinie für jedes neu erstellte " -"Produkt. Die Definition der einzelnen Richtlinien ist wie folgt:" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " @@ -39491,213 +40742,160 @@ msgstr "" "Einkaufsauftrag bestätigt wird. Die Produkte und Mengen im Einkaufsauftrag " "werden verwendet, um einen Rechnungsentwurf zu erstellen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" -":guilabel:`Bestellte Mengen`: Eine Rechnung wird erst erstellt, **nachdem** " -"ein Teil des gesamten Auftrags eingegangen ist. Die **erhaltenen** Produkte " -"und Mengen werden verwendet, um einen Rechnungsentwurf zu erstellen." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." -msgstr "" -"Wenn für ein Produkt eine andere Kontrollrichtlinien erforderlich ist, " -"können Sie die Standardeinstellung für die Rechnungskontrolle außer Kraft " -"setzen, indem Sie im Reiter :guilabel:`Einkauf` der Produktvorlage das Feld " -":guilabel:`Kontrollrichtlinie` ändern." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" +"Einstellungen zu den Richtlinien zur Rechnungskontrolle in der Einkaufsapp" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "Feld zur Kontrollrichtlinie auf dem Produktformular." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" -"Die *3-Wege-Abstimmung* stellt sicher, dass Lieferantenrechnungen erst dann " -"bezahlt werden, wenn einige (oder alle) der im Einkaufsauftrag enthaltenen " -"Produkte tatsächlich eingegangen sind." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -":guilabel:`3-Wege-Abstimmung` ist **nur** für die Richtlinie zur " -":guilabel:`Rechnungskontrolle` mit der Einstellung :guilabel:`Erhaltene " -"Mengen` vorgesehen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" -msgstr "Lieferantenrechnungen auf Wareneingängen erstellen und verwalten" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" -"Wenn Produkte im Lager eines Unternehmens eingehen, werden Wareneingänge " -"erstellt. Sobald das Unternehmen die erhaltenen Mengen verarbeitet hat, kann" -" es direkt aus dem Eingangsformular des Lagerhauses eine Lieferantenrechnung" -" erstellen. Je nach der in den Einstellungen gewählten Richtlinie zur " -"Rechnungskontrolle wird die Erstellung der Lieferantenrechnung in " -"verschiedenen Schritten des Beschaffungsprozesses abgeschlossen." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" +msgstr "Lieferantenrechnungen auf Wareneingängen erstellen und verwalten" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" -msgstr "" -"Mit der Richtlinie zur Rechnungskontrolle eingestellt auf bestellte Mengen" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -"Um Lieferantenrechnungen auf Wareneingänge zu erstellen und zu verwalten, " -"indem Sie die Richtlinie *bestellte Mengen* zur Rechnungskontrolle " -"verwenden, gehen Sie zunächst zu :guilabel:`Einkauf --> Konfiguration --> " -"Einstellungen`, scrollen Sie nach unten zum Abschnitt " -":guilabel:`Rechnungsstellung` und wählen Sie :guilabel:`Bestellte Mengen` " -"unter :guilabel:`Rechnungskontrolle`. Klicken Sie dann auf " -":guilabel:`Speichern`, um die Änderungen zu speichern." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -"Gehen Sie dann zur App :menuselection:`Einkauf` und klicken Sie auf " -":guilabel:`Neu`, um eine neue Angebotsanfrage zu erstellen. Daraufhin " -"erscheint ein leeres Detailformular einer Angebotsanfrage." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Bestellte Mengen" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" -"Fügen Sie auf dem leeren Detailformular im Feld :guilabel:`Lieferant` einen " -"Lieferanten zur Anfrage hinzu und fügen Sie Produkte zu den Zeilen " -":guilabel:`Produkt` hinzu, indem Sie auf :guilabel:`Zeile hinzufügen` " -"klicken." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" -"Bestätigen Sie dann die Angebotsanfrage, indem Sie auf die Schaltfläche " -":guilabel:`Auftrag bestätigen` oberhalb des Detailformulars klicken. Auf " -"diese Weise wird die Anfrage in einem Einkaufsauftrag umgewandelt." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -"Klicken Sie dann auf die Schaltfläche :guilabel:`Rechnung erstellen`, um " -"eine Lieferantenrechnung für den Einkaufsauftrag zu erstellen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" -"Wenn Sie auf die Schaltfläche :guilabel:`Rechnung erstellen` klicken, wird " -"die Seite :guilabel:`Rechnungsentwurf` für den Einkaufsauftrag angezeigt." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" -"Klicken Sie auf dem :guilabel:`Rechnungsentwurf` auf die Schaltfläche " -":guilabel:`Bearbeiten`, um die Rechnung zu ändern, und fügen Sie ein " -"Rechnungsdatum in das Feld :guilabel:`Rechnungsdatum` ein. Fügen Sie bei " -"Bedarf weitere Produkte zu den Zeilen :guilabel:`Produkt` hinzu, indem Sie " -"im Reiter :guilabel:`Rechnungszeilen` auf :guilabel:`Zeile hinzufügen` " -"klicken." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -"Als nächstes bestätigen Sie die Rechnung, indem Sie auf der Seite des " -":guilabel:`Rechnungsentwurfs` auf die Schaltfläche :guilabel:`Bestätigen` " -"klicken." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -"Da die Richtlinie zur Rechnungskontrolle auf *bestellte Mengen* eingestellt " -"ist, kann der Rechnungsentwurf bestätigt werden, sobald er erstellt wurde, " -"noch bevor irgendwelche Produkte eingegangen sind." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -"Fügen Sie auf der neuen :guilabel:`Lieferantenrechnung` eine " -":guilabel:`Rechnungsreferenz` hinzu, die dazu verwendet werden kann, die " -"Rechnung mit weiteren Dokumenten abzugleichen (wie z. B. der :abbr:`EA " -"(Einkaufsauftrag)`). Klicken Sie dann auf :menuselection:`Bestätigen --> " -"Zahlung registrieren`. Daraufhin wird ein Pop-up-Fenster angezeigt, in dem " -"Sie eine Zahlung :guilabel:`Journal`, eine :guilabel:`Zahlungsmethode` und " -"ein :guilabel:`Empfängerbankkonto` aus einem Drop-down-Menü auswählen " -"können." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" +"Once ready, click :guilabel:`Create Payment` to finish creating the " +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" -"Außerdem können Sie in diesem Pop-up-Fenster den :guilabel:`Betrag`, " -":guilabel:`Zahlungsdatum` und :guilabel:`Vermerk` (:dfn:`Referenznummer`) " -"ändern. Wenn Sie fertig sind, klicken Sie auf :guilabel:`Zahlung erstellen`," -" um die Erstellung der :guilabel:`Lieferantenrechnung` abzuschließen. " -"Daraufhin wird im Formular der Angebotsanfrage ein grünes :guilabel:`In " -"Zahlung`-Banner angezeigt." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Vendor bill form for ordered quantities control policy." @@ -39705,80 +40903,34 @@ msgstr "" "Formular für die Lieferantenrechnung zur Kontrolle der bestellten Mengen." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 -msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." -msgstr "" -"Jede Lieferantenrechnung bietet die Möglichkeit, entweder " -":guilabel:`Gutschrift hinzufügen` oder :guilabel:`Lastschrift hinzufügen`. " -"Eine *Gutschrift* wird in der Regel ausgestellt, wenn ein Verkäufer oder " -"Lieferant von Waren eine bestimmte Menge an Produkten vom Kunden, an den sie" -" verkauft wurden, zurückerhält, während *Lastschriften* für Waren reserviert" -" sind, die vom Kunden/Käufer an den Verkäufer oder Lieferanten zurückgegeben" -" werden." +msgid "Received quantities" +msgstr "Erhaltene Mengen" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" -msgstr "" -"Mit der Richtlinie zur Rechnungskontrolle eingestellt auf erhaltene Mengen" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -"Wenn versucht wird, eine Lieferantenrechnung zu erstellen, ohne dass Sie " -"Mengen eines Produkts erhalten haben (während Sie die Richtlinie zur " -"Rechnungskontrolle *Erhaltene Mengen* verwenden), erscheint eine " -"Fehlermeldung und die Einstellungen müssen geändert werden, bevor Sie " -"fortfahren." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -"Um Lieferantenrechnungen auf Wareneingänge zu erstellen und zu verwalten, " -"indem Sie die Richtlinie *erhaltene Mengen* zur Rechnungskontrolle " -"verwenden, gehen Sie zunächst zu :guilabel:`Einkauf --> Konfiguration --> " -"Einstellungen`, scrollen Sie nach unten zum Abschnitt " -":guilabel:`Rechnungsstellung` und wählen Sie :guilabel:`Erhaltene Mengen` " -"unter :guilabel:`Rechnungskontrolle`. Klicken Sie dann auf " -":guilabel:`Speichern`, um die Änderungen zu speichern." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -"Gehen Sie dann zur App :menuselection:`Einkauf` und klicken Sie auf " -":guilabel:`Neu`, um eine neue Angebotsanfrage zu erstellen. Daraufhin " -"erscheint ein leeres Detailformular einer Angebotsanfrage." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" -"Klicken Sie schlussendlich auf die Schaltfläche :guilabel:`Rechnung " -"erstellen`, um eine Lieferantenrechnung für den Einkaufsauftrag zu " -"erstellen." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 @@ -39786,152 +40938,96 @@ msgid "User error pop-up for received quantities control policy." msgstr "" "Benutzerfehler-Pop-up für düe Rechnungskontrolle auf erhaltene Mengen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -"Klicken Sie nun auf die intelligente Schaltfläche :guilabel:`Wareneingang`, " -"um das Wareneingangsformular zu sehen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" -"Klicken Sie im Formular für den Wareneingang auf :menuselection:`Validieren " -"--> Anwenden`, um die :guilabel:`Erledigte` Mengen zu markieren. Navigieren " -"Sie dann zurück zum :menuselection:`Einkaufsauftrag` (über die " -"Brotkrümelnavigation) und klicken Sie auf die Schaltfläche " -":guilabel:`Rechnung erstellen` auf dem Formular des Einkaufsauftrags." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -"Auf diese Weise wird der :guilabel:`Rechnungsentwurf` für den " -"Einkaufsauftrag angezeigt. Klicken Sie im :guilabel:`Rechnungsentwurf` auf " -"die Schaltfläche :guilabel:`Bearbeiten`, und fügen Sie ein " -":guilabel:`Rechnungsdatum` hinzu. Fügen Sie bei Bedarf weitere Produkte zu " -"den :guilabel:`Produkt`-Zeilen hinzu, indem Sie auf :guilabel:`Zeile " -"hinzufügen` klicken." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -"Klicken Sie dann auf die Schaltfläche :guilabel:`Bestätigen`, um den " -":guilabel:`Rechnungsentwurf` zu bestätigen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -"Da die Richtlinie zur Rechnungskontrolle auf *erhaltene Mengen* eingestellt " -"ist, kann der Rechnungsentwurf **nur** bestätigt werden, wenn zumindest " -"einige der Mengen eingegangen sind." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -"Außerdem können Sie in diesem Pop-up-Fenster den :guilabel:`Betrag`, " -":guilabel:`Zahlungsdatum` und :guilabel:`Vermerk` (:dfn:`Referenznummer`) " -"ändern. Wenn Sie fertig sind, klicken Sie auf :guilabel:`Zahlung erstellen`," -" um die Erstellung der Lieferantenrechnung abzuschließen. Daraufhin wird im " -"Formular der Angebotsanfrage ein grünes :guilabel:`In Zahlung`-Banner " -"angezeigt." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" -msgstr "Lieferantenrechnungen in Buchhaltung erstellen und verwalten" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" -"Lieferantenrechnungen können auch direkt aus der App *Buchhaltung* erstellt " -"werden, **ohne** dass Sie zuerst einen Einkaufsauftrag erstellen müssen. " -"Gehen Sie dazu auf :menuselection:`Buchhaltung --> Lieferanten --> " -"Rechnungen`, und klicken Sie auf :guilabel:`Neu`. Daraufhin wird ein leeres " -"Formular für Lieferantenrechnungen angezeigt." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -"Fügen Sie in diesem leeren detaillierten Formular der Lieferantenrechnung " -"einen Lieferanten in das Feld :guilabel:`Lieferant` ein und fügen Sie in den" -" :guilabel:`Produkt`-Zeilen (unter der Registerkarte " -":guilabel:`Rechnungszeilen`) Produkte hinzu, indem Sie auf :guilabel:`Zeile " -"hinzufügen` klicken. Fügen Sie dann ein Rechnungsdatum in das Feld " -":guilabel:`Rechnungsdatum` und alle anderen notwendigen Informationen ein. " -"Klicken Sie schließlich auf :guilabel:`Bestätigen`, um die Rechnung zu " -"bestätigen." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" -"Klicken Sie hier auf den Reiter :guilabel:`Journalbuchungen`, um die " -":guilabel:`Konto`-Journale anzuzeigen (oder zu ändern), die auf der " -"Grundlage der Konfiguration in den entsprechenden :guilabel:`Lieferant`- und" -" :guilabel:`Produkt`-Formularen ausgefüllt wurden." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" -"Klicken Sie dann auf :guilabel:`Gutschrift hinzufügen` oder " -":guilabel:`Lastschrift hinzufügen`, um der Rechnung Gutschriften oder " -"Lastschriften hinzuzufügen. Oder fügen Sie eine " -":guilabel:`Rechnungsreferenz` hinzu (im Modus :guilabel:`Bearbeiten`)." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" -"Wenn Sie fertig sind, klicken Sie auf :menuselection:`Zahlung registrieren " -"--> Zahlung erstellen`, um die :guilabel:`Lieferantenrechnung` " -"abzuschließen." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." -msgstr "" -"Um den Rechnungsentwurf mit einem bestehenden Einkaufsauftrag zu verknüpfen," -" klicken Sie auf das Drop-down-Menü neben :guilabel:`Autovervollständigung` " -"und wählen Sie einen :abbr:`EA (Einkaufsauftrag)` aus dem Menü. Die Rechnung" -" wird dann automatisch mit den Informationen aus des :abbr:`EA " -"(Einkaufsauftrag)` ausgefüllt." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." @@ -39939,11 +41035,11 @@ msgstr "" "Drop-down-Liste der Autovervollständigung auf dem Entwurf einer " "Lieferantenrechnung." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "Sammelabrechnung" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." @@ -39951,74 +41047,67 @@ msgstr "" "Lieferantenrechnungen können in der *Buchhaltung*-App stapelweise bearbeitet" " und verwaltet werden." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" -"Gehen Sie dazu auf :guilabel:`Buchhaltungsapp --> Lieferanten --> " -"Rechnungen`. Klicken Sie dann auf das :guilabel:`Kontrollkästchen` oben " -"links auf der Seite, neben der Spalte :guilabel:`Nummer`, unter der " -"Schaltfläche :guilabel:`Neu`. Dadurch werden alle vorhandenen " -"Lieferantenrechnungen mit einem :guilabel:`Gebucht`- oder " -":guilabel:`Entwurf`-:guilabel:`Status` ausgewählt." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -"Klicken Sie hier auf das Zahnradsymbol :guilabel:`Aktion`, um die Rechnungen" -" zu exportieren, zu löschen oder zu versenden und zu drucken. Klicken Sie " -"auf das Symbol :guilabel:`Drucken`, um die Rechnungen zu drucken, oder " -"klicken Sie auf :guilabel:`Zahlung registrieren`, um Zahlungen für mehrere " -"Lieferantenrechnungen auf einmal zu erstellen und zu verarbeiten." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" -"Wenn Sie :guilabel:`Zahlung registrieren` wählen, erscheint ein Pop-up-" -"Fenster. In diesem Pop-up-Fenster wählen Sie im Feld :guilabel:`Journal` das" -" entsprechende Journal, im Feld :guilabel:`Zahlungsdatum` ein Zahlungsdatum " -"und eine :guilabel:`Zahlungsmethode` aus. In diesem Pop-up-Fenster können " -"Sie auch die Option :guilabel:`Zahlungen gruppieren` wählen." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." -msgstr "" -"Wenn Sie fertig sind, klicken Sie auf die Schaltfläche :guilabel:`Zahlung " -"erstellen`, wodurch eine Liste von Journalbuchungen auf einer separaten " -"Seite erstellt wird. Diese Liste von Journalbuchungen ist mit den " -"entsprechenden Lieferantenrechnungen verknüpft." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" -"Die Option :guilabel:`Zahlung registrieren` für Lieferantenrechnungen in " -"Stapeln funktioniert nur für Journalbuchungen, deren :guilabel:`Status` auf " -":guilabel:`Gebucht` gesetzt ist." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -41721,6 +42810,176 @@ msgstr "" msgid "Quality control basics" msgstr "Grundlagen der Qualitätskontrolle" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/de/LC_MESSAGES/marketing.po b/locale/de/LC_MESSAGES/marketing.po index 17cf48a96..5bb404a28 100644 --- a/locale/de/LC_MESSAGES/marketing.po +++ b/locale/de/LC_MESSAGES/marketing.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Wil Odoo, 2024 # Larissa Manderfeld, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larissa Manderfeld, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -674,6 +674,7 @@ msgstr "" ":guilabel:`Favoriten` des Dropdown-Mega-Menüs zu speichern." #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Einstellungen" @@ -1063,7 +1064,6 @@ msgstr "" "Filterregel(n) in grün angezeigt." #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -2679,16 +2679,16 @@ msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:223 #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:129 msgid ":doc:`../email_marketing`" -msgstr "" +msgstr ":doc:`../email_marketing`" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:356 #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:224 msgid ":doc:`unsubscriptions`" -msgstr "" +msgstr ":doc:`unsubscriptions`" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:357 msgid ":doc:`../marketing_automation`" -msgstr "" +msgstr ":doc:`../marketing_automation`" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:3 #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:15 @@ -2734,10 +2734,12 @@ msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:19 msgid "Clicking :guilabel:`New` reveals a blank mailing list form." msgstr "" +"Durch Klick auf :guilabel:`Neu` erscheint ein leeres Mailinglistenformular." #: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1 msgid "View of the mailing list form in the Odoo Email Marketing application." msgstr "" +"Ansicht des Mailinglisten-Formulars in der E-Mail-Marketing-App in Odoo." #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:25 msgid "" @@ -3362,15 +3364,317 @@ msgstr "" msgid "Events" msgstr "Veranstaltungen" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" "`Odoo-Tutorials: Veranstaltungen `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" +"Übersicht der Veranstaltungseinstellungen mit der Kanban-Ansicht in Odoo " +"Veranstaltungen." + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "Vorträge verfolgen und verwalten" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "Veranstaltungsvorlagen" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3441,33 +3745,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3475,21 +3802,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3497,34 +3824,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3532,13 +3859,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3547,55 +3874,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3603,7 +3930,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3612,56 +3939,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3671,14 +4002,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3687,7 +4018,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3696,7 +4027,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3705,13 +4036,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3719,7 +4050,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3727,57 +4058,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3789,7 +4120,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3798,7 +4129,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3806,13 +4137,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3820,58 +4151,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "E-Mail" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3880,25 +4211,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3908,7 +4239,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3916,20 +4247,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "Reiter „Fragen“" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3942,7 +4273,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3950,7 +4281,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3959,7 +4290,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3972,7 +4303,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3980,7 +4311,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3989,48 +4320,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -4039,37 +4370,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -4077,24 +4408,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -4104,26 +4435,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "Veranstaltungen veröffentlichen" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -4131,7 +4461,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -4139,14 +4469,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -4154,11 +4484,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -4166,783 +4496,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr ":doc:`event_essentials`" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr ":doc:`track_manage_talks`" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "Grundlegende Informationen zu Odoo Veranstaltungen" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"Odoo Veranstaltungen bietet Veranstaltern ein ganzes Arsenal an Planungs-, " -"Kommunikations- und Berichtstools, um ein eindrucksvolles und fesselndes " -"Erlebnis für Kunden zu schaffen. Die Mitarbeiter können Veranstaltungen auf " -"ihrer Website erstellen und veröffentlichen, Tickets online verkaufen, " -"Tickets mit dem Odoo-Barcode scannen, automatisierte E-Mails versenden und " -"umfangreiche Berichtsdaten generieren, sobald die Veranstaltung Anmeldungen " -"annimmt." - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "Kanban-Konzepte und Organisation" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"Klicken Sie zum Loslegen auf die :guilabel:`Veranstaltungen`-App auf dem " -"Hauptdashboard, wodurch Sie zur Kanban-Ansicht gelangen, die mit einer " -"Vielzahl von Pipeline-Phasen gefüllt ist. Auf jeder Veranstaltungskarte sind" -" wichtige Informationen aufgeführt, z. B. das Datum und die Uhrzeit der " -"Veranstaltung sowie die Anzahl der erwarteten (und bestätigten) Teilnehmer." - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" -"Um eine neue Phase zu erstellen, klicken Sie auf :guilabel:`Spalte " -"hinzufügen` und geben Sie einen passenden Titel ein, der den Zweck dieser " -"Phase widerspiegelt." - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"Um die Phasen neu anzuordnen, ordnen Sie sie einfach per Drag-and-drop in " -"der richtigen Reihenfolge. Phasen können im Kanban für eine bessere " -"Übersicht auch „eingeklappt“ werden. Dies geschieht über das Menü " -":guilabel:`Einstellungen` rechts neben dem Titel jeder Phase, das durch ein " -"Zahnradsymbol dargestellt wird." - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" -"Das Zahnradsymbol ist standardmäßig ausgeblendet und erscheint neben dem " -"Symbol :guilabel:`+`, wenn man mit der Maus darüber streift." - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "Durch Klick erscheint ein Drop-down-Menü der Einstellungen." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" -"Übersicht der Veranstaltungseinstellungen mit der Kanban-Ansicht in Odoo " -"Veranstaltungen." - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "Eine neue Veranstaltung erstellen" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" -"Klicken Sie zur Erstellung einer Veranstaltung im Veranstaltungsdashboard " -"auf :guilabel:`Neu`. Odoo leitet die Seite dann zu einem leeren Formular für" -" eine Veranstaltungsvorlage weiter." - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" -"Füllen Sie im Veranstaltungsformular die erforderlichen Felder aus, indem " -"Sie entweder aus vorhandenen Daten in der Odoo-Datenbank auswählen oder neue" -" Felddaten erstellen und bearbeiten. Zu den wichtigsten Informationen, die " -"Sie für die Veranstaltung eingeben müssen, gehören:" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" -":guilabel:`Veranstaltungsname`: Geben Sie der Veranstaltung einen Titel." - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" -":guilabel:`Datum`: beinhaltet das Start- und Enddatum sowie die Uhrzeiten " -"der Veranstaltung." - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" -":guilabel:`Zeitzone`: deckt die Zeitzone ab, in der die Veranstaltung " -"stattfindet." - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" -":guilabel:`Vorlage`: Wählen Sie aus einer vorgefertigten " -"Veranstaltungsvorlage oder erstellen Sie eine eigene und verknüpfen Sie sie " -"hier." - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -":guilabel:`Stichwörter`: Fügen sie Stichwörter hinzu, um kurz anzugeben, " -"worum es bei der Veranstaltung geht (z. B. „Messe“). Stichwörter helfen " -"dabei, die Veranstaltungskarten im Kanban besser zu organisieren und sind " -"nützlich bei der Verwendung von Suchfiltern in Berichtszeiträumen." - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" -":guilabel:`Organisator`: Geben Sie den/die Organisator(en) für die " -"Veranstaltung an. Bei diesem Feld handelt es sich in der Regel um das " -"Unternehmen, das Eigentümer der Odoo-Datenbank ist, oder um einen anderen " -"Dienstleister." - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" -":guilabel:`Verantwortlich`: Nennen Sie die Person, die für die Organisation " -"der Veranstaltung verantwortlich ist." - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" -":guilabel:`Website`: Geben Sie an, auf welchen Odoo-Webseiten die " -"Veranstaltung veröffentlicht werden soll." - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" -":guilabel:`Veranstaltungsort`: Geben Sie hier die Details zum " -"Veranstaltungsort an, wenn es sich um einen neuen Datensatz handelt, oder " -"wählen Sie einen bereits vorhandenen Ort aus." - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" -":guilabel:`Anmeldungen beschränken`: Wenn aktiviert, begrenzt diese " -"Einstellung die Teilnehmeranmeldungen auf eine bestimmte Anzahl." - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" -":guilabel:`Automatische Bestätigung`: Wenn diese Einstellung aktiviert ist, " -"wird die Bestätigungsanfrage, die per E-Mail an die Teilnehmer der " -"Veranstaltung gesendet wird, übersprungen und die Anmeldung automatisch " -"bestätigt." - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"Sobald die Felder im Veranstaltungsformular ausgefüllt sind, wechseln Sie " -"zum Reiter :guilabel:`Tickets` und :guilabel:`Kommunikation` und optional " -"zum Reiter :guilabel:`Fragen`, wenn für die Anmeldung zusätzliche " -"Informationen erforderlich sind." - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "Veranstaltungstickets hinzufügen und verkaufen" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -"Fügen Sie im Reiter :guilabel:`Tickets` Zeilen für jeden Tickettyp hinzu, " -"den Sie für die Veranstaltung anbieten möchten. Legen Sie hier den " -"Ticketpreis, das Start-/Enddatum für die Anmeldungen sowie die maximale " -"Anzahl der Tickets fest, die verkauft werden können." - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" -"Wenn der Verkauf von Tickets für die Veranstaltung nicht erforderlich ist, " -"wird auf der Veranstaltungsseite standardmäßig eine einfache Schaltfläche " -":guilabel:`Anmeldung` angezeigt." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "Ansicht des Reiters „Tickets“ in Odoo Veranstaltungen." - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" -"Automatische E-Mails, Texte und Social-Media-Beiträge an " -"Veranstaltungsteilnehmer senden" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -"Konfigurieren Sie im Reiter :guilabel:`Kommunikation` personalisierte " -"E-Mail-, SMS- oder Social-Media-Beitragsnachrichten, um mit den " -"Veranstaltungsteilnehmern in Kontakt zu bleiben. Klicken Sie für jede " -"Mitteilung im Reiter :guilabel:`Kommunikation` auf :guilabel:`Zeile " -"hinzufügen` und wählen Sie dann in der Spalte :guilabel:`Vorlage` eine " -"Kommunikationsvorlage aus dem Drop-down-Menü aus (oder erstellen Sie eine)." - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"Legen Sie danach das :guilabel:`Intervall` und die :guilabel:`Einheit` fest," -" wie oft die Mitteilung gesendet werden soll; verwenden Sie diese " -"Zeitfelder, um festzulegen, wie häufig Mitteilungen gesendet werden sollen: " -":guilabel:`Stunden`, :guilabel:`Tage`, :guilabel:`Wochen` oder " -":guilabel:`Monate`. Es besteht auch die Möglichkeit, Mitteilungen `sofort` " -"zu senden, nachdem ein bestimmter :guilabel:`Auslöser` aktiviert wurde." - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"In der letzten Spalte legen Sie den :guilabel:`Auslöser` fest, der bestimmt," -" wie und wann die Mitteilung gesendet wird. Für diese Aktion können Sie " -"wählen zwischen: :guilabel:`Vor der Veranstaltung`, :guilabel:`Nach jeder " -"Anmeldung` oder :guilabel:`Nach der Veranstaltung`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "Ansicht des Reiters „Kommunikation“ in Odoo Veranstaltungen." - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "Einen Fragebogen zu Veranstaltungsanmeldungen hinzufügen" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" -"Die Hinterlegung eines Fragebogens bei der Registrieurng zu einer " -"Veranstaltung ist eine effektive Methode, um die Wünsche, Bedürfnisse und " -"Interessen der Veranstaltungsteilnehmer im Vorfeld zu ermitteln. Fragebögen " -"dienen auch als informative Analysetools für Berichtszeiträume vor (oder " -"nach) Veranstaltungen." - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"Um einen Fragebogen zu erstellen, navigieren Sie in der " -":guilabel:`Veranstaltungen`-App zu :menuselection:`Konfiguration --> " -"Einstellungen` und aktivieren Sie dann die Einstellung :guilabel:`Fragen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"Wenn diese Einstellung aktiviert ist, können Fragen und Antworten nun im " -"Reiter :guilabel:`Fragen` auf dem Veranstaltungsformular hinzugefügt (und " -"erfasst) werden. Legen Sie für jede Frage fest, ob sie nur einmal gestellt " -"werden soll, indem Sie das Kontrollkästchen :guilabel:`Einmal pro Bestellung" -" fragen` aktivieren, oder ob die Frage eine :guilabel:`Antwort` erfordert, " -"wodurch die Frage für die Anmeldung erforderlich wird." - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" -"Wenn das Kontrollkästchen :guilabel:`Einmal pro Bestellung` aktiviert ist, " -"wird der Fragebogen bei einer einzigen Anmeldung für 3 " -"Veranstaltungsteilnehmer nur einmal angezeigt." - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"Es stehen zwei :guilabel:`Fragetypen` zur Auswahl: :guilabel:`Auswahl` und " -":guilabel:`Texteingabe`. Der Typ :guilabel:`Auswahl` ermöglicht es den " -"Teilnehmern, eine Antwort aus vorkonfigurierten Optionen auszuwählen, die in" -" Reiter :guilabel:`Antworten` unten eingegeben werden. Der Typ " -":guilabel:`Texteingabe` ermöglicht es den Teilnehmern, ihre eigene Antwort " -"auf die Frage in ein Textfeld einzutragen." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" -"Ansicht eines Veranstaltungsformulars, Öffnen des Reiters „Fragen“ und " -"Hinzufügen einer Frage." - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "Interne Notizen hinterlassen oder Ticketanweisungen hinzufügen" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" -"Im Reiter :guilabel:`Notizen` gibt es die Möglichkeit, eine " -":guilabel:`Notiz` und/oder :guilabel:`Ticketanweisungen` hinzuzufügen." - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -"Unter :guilabel:`Notiz` können interne Notizen (z. B. To-Do-Listen, " -"Kontaktinformationen usw.) hinterlegt werden, auf die sich das " -"Veranstaltungspersonal beziehen kann. Im Feld :guilabel:`Ticketanweisungen` " -"können hilfreiche Informationen für Mitarbeiter und Teilnehmer hinterlegt " -"werden (z. B. Wegbeschreibung zum Veranstaltungsort, " -"Öffnungs-/Schließungszeiten usw.)" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" -"Geben Sie `/` in eines der beiden Textfelder (:guilabel:`Notiz` oder " -":guilabel:`Ticketanweisungen`) ein, um ein Untermenü mit " -":guilabel:`Struktur`-Optionen aufzurufen. Diese Optionen bieten verschiedene" -" Formatierungsmöglichkeiten, um sicherzustellen, dass wichtige interne " -"Informationen für das Veranstaltungspersonal übersichtlich dargestellt " -"werden." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "Ansicht des Reiters „Notizen“ in Odoo Veranstaltungen." - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "Teilnehmer zur Veranstaltung einladen" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" -"Um Personen zu einer Veranstaltung einzuladen, klicken Sie auf die " -"Schaltfläche :guilabel:`Einladen`, die sich in der oberen linken Ecke des " -"Veranstaltungsformulars befindet." - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" -"Im Einladungsvorlagenformular gibt es Optionen zum Versenden von E-Mail- " -"oder SMS-Einladungen. Jede Nachricht kann vollständig angepasst werden und " -"es können Empfänger hinzugefügt werden." - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"Das Hinzufügen einer :guilabel:`Betreff`-Zeile für die Einladungsnachricht " -"ist erforderlich, das Feld :guilabel:`Vorschautext` ist jedoch optional. Der" -" :guilabel:`Vorschautext` ist ein einprägsamer Vorschausatz, der die " -"Empfänger zum Öffnen der E-Mail anregen soll." - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" -"In den meisten Fällen wird der :guilabel:`Vorschautext` neben dem Betreff " -"angezeigt. Lassen Sie dieses Feld leer, damit stattdessen die ersten Zeichen" -" des E-Mail-Inhalts erscheinen." - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "Eingeladene Personen auswählen und Empfängerfilter konfigurieren" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"Klicken Sie in der Mitte des Einladungsformulars auf das Feld " -":guilabel:`Empfänger`, um ein Drop-down-Menü mit Empfängeroptionen zu " -"öffnen. Diese Auswahlmöglichkeiten zeigen an, wo Odoo die gewünschten " -"Empfängerinformationen findet." - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"Sobald eine Option aus diesem Menü ausgewählt wird (z. B. " -":guilabel:`Bewerber`, :guilabel:`Kontakt`, " -":guilabel:`Veranstaltungsanmeldung`, :guilabel:`Lead/Verkaufshance` usw.), " -"sendet Odoo die Einladung an alle Empfänger, die dieser ersten Regel " -"entsprechen. Sie können weitere Regeln hinzufügen, um die Empfänger " -"einzugrenzen, indem Sie auf :guilabel:`Filter hinzufügen` klicken." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" -"Ansicht der Schaltfläche „Filter hinzufügen“ unter dem Empfängerfeld in Odoo" -" Veranstaltungen." - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -"Durch Klick auf :guilabel:`Filter hinzufügen` erscheinen drei Felder, die " -"wie eine Gleichung formatiert sind. Um die Optionen des Untermenüs " -"anzuzeigen, klicken Sie auf jedes Feld und treffen Sie die gewünschte " -"Auswahl, bis Sie die gewünschte Konfiguration festgelegt haben. Die Anzahl " -"der :guilabel:`Datensätze`, die der Regel bzw. den Regeln entsprechen, wird " -"rechts neben dem Feld :guilabel:`Empfänger` in grün angezeigt." - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"Rechts neben jeder Regel befinden Sie die Symbole :guilabel:`x`, " -":guilabel:`+`, and :guilabel:`...` Das Symbol :guilabel:`x` löscht einen " -"bestimmten Knoten (Zeile) der Regel. Das Symbol :guilabel:`+` fügt einen " -"Knoten (Zeile) zur Regel hinzu. Und das Symbol :guilabel:`...` fügt dem " -"Knoten einen Zweig hinzu. Ein Zweig bedeutet, dass der Regel zwei " -"zusätzliche, eingerückte Unterknoten hinzugefügt werden, die der darüber " -"liegenden Zeile einen noch spezifischeren Charakter verleihen." - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "Eine benutzerdefinierte Veranstaltungseinladung erstellen" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -"Im Reiter :guilabel:`E-Mail-Text` können Sie aus einer Reihe von " -"vorkonfigurierten Nachrichtenvorlagen wählen. Wählen Sie die gewünschte " -"Vorlage aus und ändern Sie jedes Element der Designs mit dm Drag-and-drop-" -"Website-Builder von Odoo, die sich in der rechten Seitenleiste befinden." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" -"Ansicht der Drag-and-drop-Bausteine, die zur Anpassung der Einladungs-E-" -"Mails für Veranstaltungen verwendet werden." - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" -"Um eine E-Mail für Veranstaltungseinladung von Grund auf neu zu erstellen, " -"wählen Sie die Vorlage :guilabel:`Einfacher Text` und Odoo stellt eine leere" -" E-Mail-Vorlage zur Verfügung, die auf verschiedene Weise angepasst werden " -"kann, entweder mit der Online-Textverarbeitung des Frontends, der " -"Schrägstrichbefehle (`/`) akzeptiert, oder mit dem XML-Code-Editor, wenn der" -" :ref:`Entwicklermodus ` aktiviert und das Symbol " -":guilabel:`` angeklickt ist." - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -"Der Reiter :guilabel:`E-Mail-Text` (und die Vorlagenoptionen) sind nur " -"verfügbar, wenn der :guilabel:`Mailingtyp` der Veranstaltungseinladung als " -":guilabel:`E-Mail` bezeichnet ist. Wenn :guilabel:`SMS` der " -":guilabel:`Mailingtyp` ist, ist stattdessen ein Reiter :guilabel:`SMS-" -"Inhalt` (bestehend aus einem leeren Textfeld) verfügbar." - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "Einstellungen der Veranstaltungseinladung bearbeiten" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" -"Die Optionen im Reiter :guilabel:`Einstellungen` variieren je nach " -"angegebenem :guilabel:`Mailingtyp`." - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -"Wenn die Option :guilabel:`E-Mail` als :guilabel:`Mailingtyp` gewählt wird, " -"kann ein Mitarbeiter als :guilabel:`Verantwortlich` bezeichnet werden, was " -"bedeutet, dass diese Person für diese spezielle Einladungsnachricht " -"verantwortlich ist. E-Mail-Aliase für :guilabel:`Senden von` und " -":guilabel:`Anwort an` können hier ebenfalls angegeben werden." - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" -"Wenn außerdem bestimmte Dokumente für die Einladung zu dieser Veranstaltung " -"benötigt werden (oder hilfreich sind), können sie dieser E-Mail angehängt " -"werden, indem Sie auf :guilabel:`EINE DATEI ANHÄNGEN` klicken und das/die " -"entsprechende(n) Dokument(e) hinzufügen." - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -"Wenn die Option :guilabel:`SMS` als :guilabel:`Mailingtyp` gewählt wird, " -"kann ein :guilabel:`Verantwortlicher` bestimmt werden, und die Option " -":guilabel:`Abmeldungslink einfügen` ist verfügbar." - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "Veranstaltungseinladungen an Empfänger senden" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -"Wenn der ausgewählte :guilabel:`Mailingtyp` :guilabel:`E-Mail` ist, gibt es " -"drei Optionen, die Einladung zu versenden: :guilabel:`Senden`, " -":guilabel:`Planen` und :guilabel:`Testen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -"Mit der Option :guilabel:`Senden` wird die Einladung sofort versendet. Die " -"Option :guilabel:`Planen` öffnet ein Pop-up-Fenster, in dem ein Datum und " -"eine Uhrzeit für den Versand der E-Mail ausgewählt werden kann. Die Option " -":guilabel:`Testen` öffnet ein Pop-up-Fenster :guilabel:`Test-Mailing`, in " -"dem bestimmte Empfänger-E-Mail-Adressen eingegeben werden können, damit Odoo" -" ihnen die aktuelle Version des Mailings zur Überprüfung sendet, bevor es " -"offiziell an die potenziellen Veranstaltungsteilnehmer verschickt wird." - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -"Wenn der ausgewählte :guilabel:`Mailingtyp` :guilabel:`SMS` ist, gibt es " -"vier Optionen, die Einladung zu versenden: :guilabel:`In Warteschlange " -"setzen` :guilabel:`Senden`, :guilabel:`Planen` und :guilabel:`Testen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -"Mit der Option :guilabel:`In Warteschlange setzen` wird eine SMS-Nachricht " -"an alle Empfänger (die den festgelegten Regeln entsprechen, falls vorhanden)" -" in naher Zukunft verschickt. Wenn Sie auf :guilabel:`In Warteschlange " -"setzen` klicken, erscheint ein Pop-up-Fenster, das eine Bestätigung " -"erfordert. Nach der Bestätigung erscheint ein blaues Banner auf dem Formular" -" für die Veranstaltungseinladung, das anzeigt, dass die SMS später an diesem" -" Tag versendet wird." - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -"Die Optionen :guilabel:`Jetzt senden`, :guilabel:`Planen` und " -":guilabel:`Testen` funktionieren alle auf die gleiche Weise für beide " -":guilabel:`Mailingtyp`-Optionen." - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" -"Solange eine Veranstaltung nicht veröffentlicht ist, bleibt sie für die " -"Öffentlichkeit auf der Website unsichtbar und eine Anmeldung ist nicht " -"möglich. Um eine Veranstaltung zu veröffentlichen, greifen Sie entweder vom " -"Odoo-Backend aus über die :guilabel:`Veranstaltungen`-App oder über das " -"Frontend auf die verborgene Veranstaltungsseite zu, entweder als " -"privilegierter Benutzer oder als Administrator." - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" -"Wenn Sie vom Backend aus navigieren, gehen Sie zum Veranstaltungsformular " -"und klicken Sie auf die intelligente Schaltfläche :guilabel:`Gehe zu " -"Website`, um die Veranstaltungsseite auf der Website (im Frontend) zu " -"erreichen. Wenn Sie vom Frontend aus starten, navigieren Sie einfach zu der " -"Veranstaltungseite, die veröffentlicht werden soll." - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" -"Unabhängig von der Vorgehensweise kann eine Veranstaltungsseite nur über das" -" Frontend veröffentlicht werden. Schalten Sie in der oberen rechten Ecke der" -" Veranstaltungsseite auf der Website den Schalter vom roten Status " -":guilabel:`Unveröffentlicht` auf den grünen Status " -":guilabel:`Veröffentlicht` um. Dadurch wird die Veranstaltungsseite auf der " -"Website sofort für die Öffentlichkeit zugänglich." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" -"Ansicht einer Website-Seite und die Möglichkeit, die Veranstaltung in Odoo " -"Veranstaltungen zu veröffentlichen." - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "Veranstaltungsvorlagen" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -5362,117 +4940,109 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "Tickets verkaufen" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -"Erstellen Sie direkt im Formular der Veranstaltungsvorlage im Reiter " -":guilabel:`Tickets` benutzerdefinierte Ticketkategorien (mit verschiedenen " -"Kostenpunkten), aus denen potenzielle Teilnehmer wählen können. Odoo " -"vereinfacht den Ticketkaufprozess durch die Bereitstellung zahlreicher " -"Zahlungsoptionen." -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Konfiguration" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"Um die Erstellung (und den Verkauf) von Veranstaltungstickets zu " -"ermöglichen, gehen Sie zunächst auf :menuselection:`Konfiguration --> " -"Einstellungen` und aktivieren Sie dann die Funktionen :guilabel:`Tickets` " -"und :guilabel:`Online-Ticketverkauf`." -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -"Die Funktion :guilabel:`Tickets` ermöglicht den Verkauf von Tickets für eine" -" Veranstaltung." -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -"Die Funktion :guilabel:`Online-Tickets` ermöglicht den Verkauf von Tickets " -"über die Website." -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" -"Wenn diese Optionen *nicht* aktiviert sind, wird eine Standardschaltfläche " -":guilabel:`Anmelden` für kostenlose Anmeldungen zur Verfügung gestellt." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "Ansicht der Einstellungsseite in Odoo Veranstaltungen." -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "Tickets über Verkaufsaufträge verkaufen" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -"Wählen Sie in der :guilabel:`Verkauf`-App eine zuvor erstellte " -"Veranstaltungsanmeldung (als wäre sie ein Produkt) und fügen Sie sie als " -"Produktzeile hinzu. Nach dem Hinzufügen der Anmeldung erscheint ein Pop-up-" -"Fenster, in dem Sie eine bestimmte Veranstaltung (und Ticketstufe) auswählen" -" können. Dieses spezifische Veranstaltungsticket wird dann an den " -"Verkaufsauftrag angehängt." -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"Ansicht eines Verkaufsauftrags und die Option, die bestimmte Veranstaltung " -"in Odoo Veranstaltungen auszuwählen." -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -"Für Veranstaltungen, bei denen Tickets online oder über Verkaufsaufträge " -"verkauft werden, gibt es eine :guilabel:`intelligente Schaltfläche " -"„Verkäufe“`, die sich oben im Formular der Veranstaltungsvorlage (in der " -":guilabel:`Veranstaltungen`-App) befindet." -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" -"Durch Klick auf die :guilabel:`intelligente Schaltfläche „Verkäufe“` wird " -"eine Seite mit allen Verkaufsaufträgen angezeigt, die sich auf diese " -"Veranstaltung beziehen." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." @@ -5480,49 +5050,144 @@ msgstr "" "Ansicht des Formulars einer Veranstaltung und der intelligenten Schaltfläche" " „Verkäufe“ in Odoo Veranstaltungen." +#: ../../content/applications/marketing/events/sell_tickets.rst:64 +msgid "" +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 +msgid "" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" + #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -"Ansicht eines Veranstaltungsformulars mit Hervorhebung der Spalte Produkt im" -" Reiter Tickets in Odoo Veranstaltungen." -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "Tickets über die Website verkaufen" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:86 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." msgstr "" -"Bei Tickets, die über die Website gekauft werden, ist der Vorgang ähnlich " -"wie bei der Erstellung eines :guilabel:`Verkaufsauftrags` mit einem " -"bestimmten :guilabel:`Anmeldungsprodukt`. In diesem Fall werden die Tickets " -"einem virtuellen Warenkorb hinzugefügt, und die Transaktion kann wie üblich " -"abgeschlossen werden – unter Verwendung einer der vorkonfigurierten " -"Zahlungsoptionen, die auf der Website eingerichtet wurden." -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:91 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." msgstr "" -"Der abgeschlossene Einkauf wird automatisch in einem " -":guilabel:`Verkaufsauftrag` erstellt, auf den im Backend der Datenbank " -"einfach zugegriffen werden kann." #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "Ansicht der Website-Transaktion in Odoo Veranstaltungen." +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "Vorträge verfolgen und verwalten" +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -6007,6 +5672,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "Kampagnenvorlagen" @@ -6024,7 +5690,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -6047,7 +5714,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -6088,31 +5757,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -6120,75 +5790,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Datensätze" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Teilnehmer" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Arbeitsablauf" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Aktivitäten" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -6196,98 +5866,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Berichtswesen" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Doppelte Zustimmung" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -10741,7 +10693,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -11421,7 +11373,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -11522,14 +11474,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -11564,11 +11516,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -11581,7 +11533,7 @@ msgid "Add a section" msgstr "Abschnitt hinzufügen" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -11591,7 +11543,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -11605,7 +11557,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -11614,7 +11566,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -11625,7 +11577,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "Reiter „Optionen“" @@ -11905,32 +11857,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "Reiter „Beschreibung“" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -11941,11 +11897,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -11959,7 +11915,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -11968,7 +11924,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -11977,7 +11933,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -11986,7 +11942,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -11994,14 +11950,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -12010,26 +11966,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -12038,11 +11994,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -12118,7 +12074,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -12414,6 +12370,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "Fragen erstellen" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "Wählen Sie aus den folgenden :guilabel:`Fragetypen` aus:" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "Bewertungsumfragen" @@ -12558,547 +13058,3 @@ msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" "Beispiel für das Aussehen eines Abzeichens auf dem E-Learning-Teil der " "Website." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "Fragen erstellen" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "Wählen Sie aus den folgenden :guilabel:`Fragetypen` aus:" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/de/LC_MESSAGES/productivity.po b/locale/de/LC_MESSAGES/productivity.po index f6a10b3e7..302faebf5 100644 --- a/locale/de/LC_MESSAGES/productivity.po +++ b/locale/de/LC_MESSAGES/productivity.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -1510,7 +1510,7 @@ msgstr ":doc:`/applications/essentials/activities`" msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1525,7 +1525,7 @@ msgstr "" "Datenbank und ermöglichen es Benutzern, sowohl mit internen Benutzern als " "auch mit externen Kontakten zu kommunizieren." -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." @@ -1533,11 +1533,11 @@ msgstr "" "Mit Chatter-Editors können Benutzer auch Notizen protokollieren, Dateien " "hochladen und Aktivitäten planen." -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "Chatter-Thread" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1550,7 +1550,7 @@ msgstr "" "wird im Chatter-Thread eine Notiz vermerkt. Die Notiz enthält Details zur " "Änderung und einen Zeitstempel." -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " @@ -1561,15 +1561,15 @@ msgstr "" "hat, wird im Chatter des Kontaktdatensatzes eine Notiz mit den folgenden " "Informationen protokolliert:" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "Datum, an dem die Änderung vorgenommen wurde." -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "Die E-Mail-Adress, wie sie vorher aufgelistet wurde." -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "Die aktualisierte E-Mail-Adresse." @@ -1579,7 +1579,7 @@ msgstr "" "Eine Nahansicht eines Chatter-Threads mit einer Aktualisierung zu einem " "Kontaktdatensatz." -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1596,11 +1596,11 @@ msgstr "" "Eine Nahansicht eines Chatter-Threads eines OdooBots zu einem " "Kontaktdatensatz." -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "Follower hinzufügen" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1608,13 +1608,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1622,53 +1622,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "Follower verwalten" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1676,35 +1675,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1712,7 +1711,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1720,7 +1719,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1729,7 +1728,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1737,11 +1736,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1749,7 +1748,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1758,19 +1757,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1784,31 +1783,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1816,129 +1815,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "Nachrichten suchen" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "Aktivitäten planen" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1946,7 +1945,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1958,7 +1957,7 @@ msgstr "" "Aktivitäten anzuzeigen und zu bearbeiten, gehen Sie zu :menuselection:`CRM " "--> Konfiguration --> Aktivitätstypen`." -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." @@ -1967,20 +1966,20 @@ msgstr "" ":guilabel:`Zusammenfassung` ein, das sich im Pop-up-Fenster " ":guilabel:`Aktivität planen` befindet." -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1993,11 +1992,11 @@ msgstr "" " Datum jedoch ändern, indem Sie einen Tag im Kalender im Feld " ":guilabel:`Fälligkeitsdatum` auswählen." -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "Klicken Sie schlussendlich auf die folgenden Schaltflächen:" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." @@ -2005,7 +2004,7 @@ msgstr "" ":guilabel:`Planen`: fügt die Aktivität zum Chatter unter :guilabel:`Geplante" " Aktivitäten` hinzu." -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " @@ -2015,7 +2014,7 @@ msgstr "" "Chatter unter :guilabel:`Heute` hinzu. Die Aktivität ist nicht geplant, " "sondern wird automatisch als abgeschlossen markiert." -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." @@ -2024,29 +2023,29 @@ msgstr "" "markierte Aufgabe unter :guilabel:`Heute` hinzu und öffnet ein neues " "Aktivitätsfenster." -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" ":guilabel:`Verwerfen`: verwirft alle im Pop-up-Fenster vorgenommenen " "Änderungen." -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -2056,17 +2055,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -2075,7 +2074,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -2087,31 +2086,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "Dateien anhängen" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -2119,27 +2118,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -2147,51 +2145,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "Integrationen" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -2200,7 +2198,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -2211,61 +2209,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" -msgstr "" +msgstr "Google Übersetzer" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -5548,7 +5546,7 @@ msgid "" "`Excel CHOOSECOLS article `_" msgstr "" -"`Excel-Artikel zu CHOOSECOLS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:43 @@ -5560,7 +5558,7 @@ msgid "" "`Excel CHOOSEROWS article `_" msgstr "" -"`Excel-Artikel zu CHOOSEROWS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:45 @@ -5572,7 +5570,7 @@ msgid "" "`Excel EXPAND article `_" msgstr "" -"`Excel-Artikel zu EXPAND `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:47 @@ -5596,7 +5594,7 @@ msgid "" "`Excel FREQUENCY article `_" msgstr "" -"`Excel-Artikel zu FREQUENCY `_" msgstr "" -"`Excel-Artikel zu HSTACK `_" +"`Excel-Artikel HSTACK `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:53 msgid "MDETERM(square_matrix)" @@ -5620,7 +5618,7 @@ msgid "" "`Excel MDETERM article `_" msgstr "" -"`Excel-Artikel zu MDETERM `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:55 @@ -5632,7 +5630,7 @@ msgid "" "`Excel MINVERSE article `_" msgstr "" -"`Excel-Artikel zu MINVERSE `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:57 @@ -5644,7 +5642,7 @@ msgid "" "`Excel MMULT article `_" msgstr "" -"`Excel-Artikel zu MMULT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:59 @@ -5656,7 +5654,7 @@ msgid "" "`Excel SUMPRODUCT article `_" msgstr "" -"`Excel-Artikel zu SUMPRODUCT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:61 @@ -5668,7 +5666,7 @@ msgid "" "`Excel SUMX2MY2 article " "`_" msgstr "" -"`Excel-Artikel zu SUMX2MY2 `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:63 @@ -5680,7 +5678,7 @@ msgid "" "`Excel SUMX2PY2 article " "`_" msgstr "" -"`Excel-Artikel zu SUMX2PY2 `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:65 @@ -5692,8 +5690,8 @@ msgid "" "`Excel SUMXMY2 article " "`_" msgstr "" -"`Excel-Artikel zu SUMXMY2 `_" +"`Excel-Artikel SUMXMY2 `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:67 msgid "TOCOL(array, [ignore], [scan_by_column])" @@ -5704,8 +5702,8 @@ msgid "" "`Excel TOCOL article `_" msgstr "" -"`Excel-Artikel zu TOCOL `_" +"`Excel-Artikel TOCOL `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:69 msgid "TOROW(array, [ignore], [scan_by_column])" @@ -5716,7 +5714,7 @@ msgid "" "`Excel TOROW article `_" msgstr "" -"`Excel-Artikel zu TOROW `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:71 @@ -5728,8 +5726,8 @@ msgid "" "`Excel TRANSPOSE article `_" msgstr "" -"`Excel-Artikel zu TRANSPOSE `_" +"`Excel-Artikel TRANSPOSE `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:73 msgid "VSTACK(range1, [range2, ...])" @@ -5740,8 +5738,8 @@ msgid "" "`Excel VSTACK article `_" msgstr "" -"`Excel-Artikel zu VSTACK `_" +"`Excel-Artikel VSTACK `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:75 msgid "WRAPCOLS(range, wrap_count, [pad_with])" @@ -5752,7 +5750,7 @@ msgid "" "`Excel WRAPCOLS article `_" msgstr "" -"`Excel-Artikel zu WRAPCOLS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:77 @@ -5764,7 +5762,7 @@ msgid "" "`Excel WRAPROWS article `_" msgstr "" -"`Excel-Artikel zu WRAPROWS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:83 @@ -5780,7 +5778,7 @@ msgid "" "`Excel DAVERAGE article `_" msgstr "" -"`Excel-Artikel zu DAVERAGE `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:93 @@ -7819,7 +7817,7 @@ msgid "" "`Excel POWER article `_" msgstr "" -"`Excel-Artikel zu POWER `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:519 @@ -7831,8 +7829,8 @@ msgid "" "`Excel PRODUCT article `_" msgstr "" -"`Excel-Artikel zu PRODUCT `_" +"`Excel-Artikel PRODUCT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:521 msgid "RAND()" @@ -7843,8 +7841,8 @@ msgid "" "`Excel RAND article `_" msgstr "" -"`Excel-Artikel zu RAND `_" +"`Excel-Artikel RAND `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:523 msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" @@ -7855,7 +7853,7 @@ msgid "" "`Excel RANDARRAY article `_" msgstr "" -"`Excel-Artikel zu RANDARRAY `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:525 @@ -7868,7 +7866,7 @@ msgid "" "`_" msgstr "" -"`Excel-Artikel zu RANDBETWEEN `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:527 @@ -7880,7 +7878,7 @@ msgid "" "`Excel ROUND article `_" msgstr "" -"`Excel-Artikel zu ROUND `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:529 @@ -7892,7 +7890,7 @@ msgid "" "`Excel ROUNDDOWN article `_" msgstr "" -"`Excel-Artikel zu ROUNDDOWN `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:531 @@ -7904,7 +7902,7 @@ msgid "" "`Excel ROUNDUP article `_" msgstr "" -"`Excel-Artikel zu ROUNDUP `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:533 @@ -7916,6 +7914,8 @@ msgid "" "`Excel SEC article `_" msgstr "" +"`Excel-Artikel SEC `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:535 msgid "SECH(value)" @@ -7926,6 +7926,8 @@ msgid "" "`Excel SECH article `_" msgstr "" +"`Excel-Artikel SECH `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:537 msgid "SIN(angle)" @@ -7936,6 +7938,8 @@ msgid "" "`Excel SIN article `_" msgstr "" +"`Excel-Artikel SIN `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:539 msgid "SINH(value)" @@ -7946,6 +7950,8 @@ msgid "" "`Excel SINH article `_" msgstr "" +"`Excel-Artikel SINH `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:541 msgid "SQRT(value)" @@ -7956,6 +7962,8 @@ msgid "" "`Excel SQRT article `_" msgstr "" +"`Excel-Artikel SQRT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:543 msgid "SUM(value1, [value2, ...])" @@ -7966,6 +7974,8 @@ msgid "" "`Excel SUM article `_" msgstr "" +"`Excel-Artikel SUM `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:545 msgid "SUMIF(criteria_range, criterion, [sum_range])" @@ -7976,6 +7986,8 @@ msgid "" "`Excel SUMIF article `_" msgstr "" +"`Excel-Artikel SUMIF `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:547 msgid "" @@ -7990,6 +8002,8 @@ msgid "" "`Excel SUMIFS article `_" msgstr "" +"`Excel-Artikel SUMIFS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:549 msgid "TAN(angle)" @@ -8000,6 +8014,8 @@ msgid "" "`Excel TAN article `_" msgstr "" +"`Excel-Artikel TAN `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:551 msgid "TANH(value)" @@ -8010,6 +8026,8 @@ msgid "" "`Excel TANH article `_" msgstr "" +"`Excel-Artikel TANH `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:553 msgid "TRUNC(value, [places])" @@ -8020,6 +8038,8 @@ msgid "" "`Excel TRUNC article `_" msgstr "" +"`Excel-Artikel TRUNC `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:559 msgid "Misc" @@ -8031,7 +8051,7 @@ msgstr "FORMAT.LARGE.NUMBER(value, [unit])" #: ../../content/applications/productivity/spreadsheet/functions.rst:568 msgid "Apply a large number format (not compatible with Excel)" -msgstr "" +msgstr "Anwendung eines größeren Zahlenformats (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:573 msgid "Odoo" @@ -8116,6 +8136,8 @@ msgstr "ODOO.ACCOUNT.GROUP(type)" #: ../../content/applications/productivity/spreadsheet/functions.rst:592 msgid "Returns the account ids of a given group (not compatible with Excel)" msgstr "" +"Gibt die Konto-IDs eine bestimmten Gruppe zurück (nicht mit Excel " +"kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:593 msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])" @@ -8127,31 +8149,36 @@ msgid "" "exchange rate from the first currency to the second as float (not compatible" " with Excel)" msgstr "" +"Diese Funktion nimmt zwei Währungscodes als Argumente und gibt den " +"Wechselkurs von der ersten Währung in die zweite als Gleitkommazahl zurück " +"(nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:595 msgid "ODOO.LIST(list_id, index, field_name)" -msgstr "" +msgstr "ODOO.LIST(list_id, index, field_name)" #: ../../content/applications/productivity/spreadsheet/functions.rst:596 msgid "Get the value from a list (not compatible with Excel)" -msgstr "" +msgstr "Gibt den Wert aus einer Liste (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:597 msgid "ODOO.LIST.HEADER(list_id, field_name)" -msgstr "" +msgstr "ODOO.LIST.HEADER(list_id, field_name)" #: ../../content/applications/productivity/spreadsheet/functions.rst:598 msgid "Get the header of a list (not compatible with Excel)" -msgstr "" +msgstr "Gibt die Koptzeile einer Liste (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:599 msgid "ODOO.FILTER.VALUE(filter_name)" -msgstr "" +msgstr "ODOO.FILTER.VALUE(filter_name)" #: ../../content/applications/productivity/spreadsheet/functions.rst:600 msgid "" "Return the current value of a spreadsheet filter (not compatible with Excel)" msgstr "" +"Gibt den aktuellen Wert eines Tabellenfilters zurück (nicht mit Excel " +"kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:601 msgid "" @@ -8163,7 +8190,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:602 msgid "Get the value from a pivot (not compatible with Excel)" -msgstr "" +msgstr "Gibt den Wert aus einer Pivot-Tabelle (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:603 msgid "" @@ -8173,7 +8200,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:604 msgid "Get the header of a pivot (not compatible with Excel)" -msgstr "" +msgstr "Gibt die Koptzeile einer Pivot-Tabelle (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:605 msgid "" @@ -8185,7 +8212,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:606 msgid "Get a pivot table (not compatible with Excel)" -msgstr "" +msgstr "Gibt eine Pivot-Tabelle (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:611 msgid "Operators" @@ -8193,125 +8220,128 @@ msgstr "Bediener" #: ../../content/applications/productivity/spreadsheet/functions.rst:619 msgid "ADD(value1, value2)" -msgstr "" +msgstr "ADD(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:620 msgid "Sum of two numbers (not compatible with Excel)" -msgstr "" +msgstr "Summe von zwei Zahlen (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:621 msgid "CONCAT(value1, value2)" -msgstr "" +msgstr "CONCAT(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:622 msgid "" "`Excel CONCAT article `_" msgstr "" +"`Excel-Artikel CONCAT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:623 msgid "DIVIDE(dividend, divisor)" -msgstr "" +msgstr "DIVIDE(dividend, divisor)" #: ../../content/applications/productivity/spreadsheet/functions.rst:624 msgid "One number divided by another (not compatible with Excel)" -msgstr "" +msgstr "Eine Zahl geteilt durch eine andere (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:625 msgid "EQ(value1, value2)" -msgstr "" +msgstr "EQ(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:626 msgid "Equal (not compatible with Excel)" -msgstr "" +msgstr "Gleich (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:627 msgid "GT(value1, value2)" -msgstr "" +msgstr "GT(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:628 msgid "Strictly greater than (not compatible with Excel)" -msgstr "" +msgstr "Unbedingt größer als (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:629 msgid "GTE(value1, value2)" -msgstr "" +msgstr "GTE(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:630 msgid "Greater than or equal to (not compatible with Excel)" -msgstr "" +msgstr "Größer oder gleich (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:631 msgid "LT(value1, value2)" -msgstr "" +msgstr "LT(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:632 msgid "Less than (not compatible with Excel)" -msgstr "" +msgstr "Kleiner als (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:633 msgid "LTE(value1, value2)" -msgstr "" +msgstr "LTE(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:634 msgid "Less than or equal to (not compatible with Excel)" -msgstr "" +msgstr "Kleiner oder gleich (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:635 msgid "MINUS(value1, value2)" -msgstr "" +msgstr "MINUS(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:636 msgid "Difference of two numbers (not compatible with Excel)" -msgstr "" +msgstr "Differenz zwischen zwei Zahlen (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:637 msgid "MULTIPLY(factor1, factor2)" -msgstr "" +msgstr "MULTIPLY(factor1, factor2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:638 msgid "Product of two numbers (not compatible with Excel)" -msgstr "" +msgstr "Produkt von zwei Zahlen (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:639 msgid "NE(value1, value2)" -msgstr "" +msgstr "NE(value1, value2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:640 msgid "Not equal (not compatible with Excel)" -msgstr "" +msgstr "Nicht gleich (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:641 msgid "POW(base, exponent)" -msgstr "" +msgstr "POW(base, exponent)" #: ../../content/applications/productivity/spreadsheet/functions.rst:642 msgid "A number raised to a power (not compatible with Excel)" -msgstr "" +msgstr "Eine Zahl zu einer Potenz hochgezählt (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:643 msgid "UMINUS(value)" -msgstr "" +msgstr "UMINUS(value)" #: ../../content/applications/productivity/spreadsheet/functions.rst:644 msgid "A number with the sign reversed (not compatible with Excel)" -msgstr "" +msgstr "Eine Zahl mit umgekehrtem Zeichen (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:645 msgid "UNARY.PERCENT(percentage)" -msgstr "" +msgstr "UNARY.PERCENT(percentage)" #: ../../content/applications/productivity/spreadsheet/functions.rst:646 msgid "Value interpreted as a percentage (not compatible with Excel)" msgstr "" +"Wert, der als Prozentsatz interpretiert wird (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:647 msgid "UPLUS(value)" -msgstr "" +msgstr "UPLUS(value)" #: ../../content/applications/productivity/spreadsheet/functions.rst:648 msgid "A specified number, unchanged (not compatible with Excel)" -msgstr "" +msgstr "Eine bestimmte Zahl, unverändert (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:653 msgid "Statistical" @@ -8326,6 +8356,8 @@ msgid "" "`Excel AVEDEV article `_" msgstr "" +"`Excel-Artikel AVEDEV `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:663 msgid "AVERAGE(value1, [value2, ...])" @@ -8336,6 +8368,8 @@ msgid "" "`Excel AVERAGE article `_" msgstr "" +"`Excel-Artikel AVERAGE `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:665 msgid "" @@ -8347,7 +8381,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:666 msgid "Weighted average (not compatible with Excel)" -msgstr "" +msgstr "Gewichteter Durchschnitt (nicht mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:667 msgid "AVERAGEA(value1, [value2, ...])" @@ -8358,6 +8392,8 @@ msgid "" "`Excel AVERAGEA article `_" msgstr "" +"`Excel-Artikel AVERAGEA `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:669 msgid "AVERAGEIF(criteria_range, criterion, [average_range])" @@ -8368,6 +8404,8 @@ msgid "" "`Excel AVERAGEIF article `_" msgstr "" +"`Excel-Artikel AVERAGEIF `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:671 msgid "" @@ -8382,16 +8420,20 @@ msgid "" "`Excel AVERAGEIFS article `_" msgstr "" +"`Excel-Artikel AVERAGEIFS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:673 msgid "CORREL(data_y, data_x)" -msgstr "" +msgstr "CORREL(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:674 msgid "" "`Excel CORREL article `_" msgstr "" +"`Excel-Artikel CORREL `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:675 msgid "COUNT(value1, [value2, ...])" @@ -8402,6 +8444,8 @@ msgid "" "`Excel COUNT article `_" msgstr "" +"`Excel-Artikel COUNT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:677 msgid "COUNTA(value1, [value2, ...])" @@ -8412,20 +8456,24 @@ msgid "" "`Excel COUNTA article `_" msgstr "" +"`Excel-Artikel COUNTA `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:679 msgid "COVAR(data_y, data_x)" -msgstr "" +msgstr "COVAR(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:680 msgid "" "`Excel COVAR article `_" msgstr "" +"`Excel-Artikel COVAR `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:681 msgid "COVARIANCE.P(data_y, data_x)" -msgstr "" +msgstr "COVARIANCE.P(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:682 msgid "" @@ -8433,10 +8481,12 @@ msgid "" "`_" msgstr "" +"`Excel-Artikel COVARIANCE.P `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:683 msgid "COVARIANCE.S(data_y, data_x)" -msgstr "" +msgstr "COVARIANCE.S(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:684 msgid "" @@ -8444,16 +8494,21 @@ msgid "" "`_" msgstr "" +"`Excel-Artikel COVARIANCE.S `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:685 msgid "FORECAST(x, data_y, data_x)" -msgstr "" +msgstr "FORECAST(x, data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:686 msgid "" "`Excel FORECAST article `_" msgstr "" +"`Excel-Artikel FORECAST `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:687 msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])" @@ -8462,6 +8517,8 @@ msgstr "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])" #: ../../content/applications/productivity/spreadsheet/functions.rst:688 msgid "Fits points to exponential growth trend (not compatible with Excel)" msgstr "" +"Passt Punkte an exponentiellen Wachstumstrend an (nicht mit Excel " +"kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:689 msgid "INTERCEPT(data_y, data_x)" @@ -8472,6 +8529,8 @@ msgid "" "`Excel INTERCEPT article `_" msgstr "" +"`Excel-Artikel INTERCEPT `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:691 msgid "LARGE(data, n)" @@ -8482,6 +8541,8 @@ msgid "" "`Excel LARGE article `_" msgstr "" +"`Excel-Artikel LARGE `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:693 msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])" @@ -8492,6 +8553,8 @@ msgid "" "`Excel LINEST article `_" msgstr "" +"`Excel-Artikel LINEST `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:695 msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])" @@ -8502,16 +8565,20 @@ msgid "" "`Excel LOGEST article `_" msgstr "" +"`Excel-Artikel LOGEST `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:697 msgid "MATTHEWS(data_x, data_y)" -msgstr "" +msgstr "MATTHEWS(data_x, data_y)" #: ../../content/applications/productivity/spreadsheet/functions.rst:698 msgid "" "Compute the Matthews correlation coefficient of a dataset (not compatible " "with Excel)" msgstr "" +"Berechnet den Matthews-Korrelationskoeffizienten eines Datensatzes (nicht " +"mit Excel kompatibel)" #: ../../content/applications/productivity/spreadsheet/functions.rst:699 msgid "MAX(value1, [value2, ...])" @@ -8522,6 +8589,8 @@ msgid "" "`Excel MAX article `_" msgstr "" +"`Excel-Artikel MAX `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:701 msgid "MAXA(value1, [value2, ...])" @@ -8532,6 +8601,8 @@ msgid "" "`Excel MAXA article `_" msgstr "" +"`Excel-Artikel MAXA `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:703 msgid "" @@ -8546,6 +8617,8 @@ msgid "" "`Excel MAXIFS article `_" msgstr "" +"`Excel-Artikel MAXIFS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:705 msgid "MEDIAN(value1, [value2, ...])" @@ -8556,6 +8629,8 @@ msgid "" "`Excel MEDIAN article `_" msgstr "" +"`Excel-Artikel MEDIAN `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:707 msgid "MIN(value1, [value2, ...])" @@ -8566,6 +8641,8 @@ msgid "" "`Excel MIN article `_" msgstr "" +"`Excel-Artikel MIN `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:709 msgid "MINA(value1, [value2, ...])" @@ -8576,6 +8653,8 @@ msgid "" "`Excel MINA article `_" msgstr "" +"`Excel-Artikel MINA `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:711 msgid "" @@ -8590,10 +8669,12 @@ msgid "" "`Excel MINIFS article `_" msgstr "" +"`Excel-Artikel MINIFS `_" #: ../../content/applications/productivity/spreadsheet/functions.rst:713 msgid "PEARSON(data_y, data_x)" -msgstr "" +msgstr "PEARSON(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:714 msgid "" @@ -8603,7 +8684,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:715 msgid "PERCENTILE(data, percentile)" -msgstr "" +msgstr "PERCENTILE(data, percentile)" #: ../../content/applications/productivity/spreadsheet/functions.rst:716 msgid "" @@ -8613,7 +8694,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:717 msgid "PERCENTILE.EXC(data, percentile)" -msgstr "" +msgstr "PERCENTILE.EXC(data, percentile)" #: ../../content/applications/productivity/spreadsheet/functions.rst:718 msgid "" @@ -8624,7 +8705,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:719 msgid "PERCENTILE.INC(data, percentile)" -msgstr "" +msgstr "PERCENTILE.INC(data, percentile)" #: ../../content/applications/productivity/spreadsheet/functions.rst:720 msgid "" @@ -8655,7 +8736,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:725 msgid "QUARTILE(data, quartile_number)" -msgstr "" +msgstr "QUARTILE(data, quartile_number)" #: ../../content/applications/productivity/spreadsheet/functions.rst:726 msgid "" @@ -8665,7 +8746,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:727 msgid "QUARTILE.EXC(data, quartile_number)" -msgstr "" +msgstr "QUARTILE.EXC(data, quartile_number)" #: ../../content/applications/productivity/spreadsheet/functions.rst:728 msgid "" @@ -8675,7 +8756,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:729 msgid "QUARTILE.INC(data, quartile_number)" -msgstr "" +msgstr "QUARTILE.INC(data, quartile_number)" #: ../../content/applications/productivity/spreadsheet/functions.rst:730 msgid "" @@ -8695,7 +8776,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:733 msgid "RSQ(data_y, data_x)" -msgstr "" +msgstr "RSQ(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:734 msgid "" @@ -8705,7 +8786,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:735 msgid "SMALL(data, n)" -msgstr "" +msgstr "SMALL(data, n)" #: ../../content/applications/productivity/spreadsheet/functions.rst:736 msgid "" @@ -8715,7 +8796,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:737 msgid "SLOPE(data_y, data_x)" -msgstr "" +msgstr "SLOPE(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:738 msgid "" @@ -8725,7 +8806,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:739 msgid "SPEARMAN(data_y, data_x)" -msgstr "" +msgstr "SPEARMAN(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:740 msgid "" @@ -8795,7 +8876,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:753 msgid "STEYX(data_y, data_x)" -msgstr "" +msgstr "STEYX(data_y, data_x)" #: ../../content/applications/productivity/spreadsheet/functions.rst:754 msgid "" @@ -8880,7 +8961,7 @@ msgstr "Text" #: ../../content/applications/productivity/spreadsheet/functions.rst:781 msgid "CHAR(table_number)" -msgstr "" +msgstr "CHAR(table_number)" #: ../../content/applications/productivity/spreadsheet/functions.rst:782 msgid "" @@ -8890,7 +8971,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:783 msgid "CLEAN(text)" -msgstr "" +msgstr "CLEAN(text)" #: ../../content/applications/productivity/spreadsheet/functions.rst:784 msgid "" @@ -8911,7 +8992,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:787 msgid "EXACT(string1, string2)" -msgstr "" +msgstr "EXACT(string1, string2)" #: ../../content/applications/productivity/spreadsheet/functions.rst:788 msgid "" @@ -8950,7 +9031,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:795 msgid "LEN(text)" -msgstr "" +msgstr "LEN(text)" #: ../../content/applications/productivity/spreadsheet/functions.rst:796 msgid "" @@ -8960,7 +9041,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:797 msgid "LOWER(text)" -msgstr "" +msgstr "LOWER(text)" #: ../../content/applications/productivity/spreadsheet/functions.rst:798 msgid "" @@ -8970,7 +9051,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:799 msgid "MID(text, starting_at, extract_length)" -msgstr "" +msgstr "MID(text, starting_at, extract_length)" #: ../../content/applications/productivity/spreadsheet/functions.rst:800 msgid "" @@ -8990,7 +9071,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:803 msgid "REPLACE(text, position, length, new_text)" -msgstr "" +msgstr "REPLACE(text, position, length, new_text)" #: ../../content/applications/productivity/spreadsheet/functions.rst:804 msgid "" @@ -9042,7 +9123,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:813 msgid "TEXT(number, format)" -msgstr "" +msgstr "TEXT(number, format)" #: ../../content/applications/productivity/spreadsheet/functions.rst:814 msgid "" @@ -9062,7 +9143,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:817 msgid "TRIM(text)" -msgstr "" +msgstr "TRIM(text)" #: ../../content/applications/productivity/spreadsheet/functions.rst:818 msgid "" @@ -9072,7 +9153,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:819 msgid "UPPER(text)" -msgstr "" +msgstr "UPPER(text)" #: ../../content/applications/productivity/spreadsheet/functions.rst:820 msgid "" @@ -9810,14 +9891,10 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" -"Um diesen Service zu nutzen, `wenden Sie sich an Axivox " -"`_, um ein Konto zu eröffnen. Vergewissern " -"Sie sich vorher, dass Axivox das Gebiet des Unternehmens abdeckt, sowie die " -"Gebiete, die die Benutzer des Unternehmens anrufen möchten." #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 msgid "" @@ -13111,6 +13188,8 @@ msgid "" "To record an audio message in Axivox, navigate to `manage.axivox.com " "`_ and log in." msgstr "" +"Um eine Sprachnachricht in Axivox aufzunehmen, navegieren Sie zu " +"`manage.axivox.com `_ und melden Sie sich an." #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:155 msgid "" diff --git a/locale/de/LC_MESSAGES/sales.po b/locale/de/LC_MESSAGES/sales.po index 243a96661..a357b45c7 100644 --- a/locale/de/LC_MESSAGES/sales.po +++ b/locale/de/LC_MESSAGES/sales.po @@ -11,17 +11,17 @@ # Friederike Fasterling-Nesselbosch, 2023 # Felix Schubert , 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2024 # Larissa Manderfeld, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larissa Manderfeld, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -78,7 +78,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -94,7 +95,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -2180,8 +2181,8 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr ":guilabel:`Zeit zur Qualifizierung von Leads`" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" -msgstr ":guilabel:`Tage bis Geschäftsabschluss`" +msgid ":guilabel:`Days to Close a Deal`" +msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 msgid ":guilabel:`New Opportunities`" @@ -3582,6 +3583,7 @@ msgstr "" "Umsatz." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "Ergebnisse ansehen" @@ -3835,6 +3837,173 @@ msgstr "" "Bericht in ein leeres oder vorhandenes Arbeitsblatt eingefügt und exportiert" " werden." +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Pipeline-Analyse" @@ -6922,6 +7091,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -6937,7 +7144,7 @@ msgstr "" "Die Erfolgswahrscheinlichkeit, die auf dem Verkaufschancenformular angezeigt" " wird." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." @@ -6946,7 +7153,7 @@ msgstr "" "Erfolgswahrscheinlichkeit automatisch entsprechend dem Algorithmus des " "Predictive Lead Scoring." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " @@ -6956,7 +7163,7 @@ msgstr "" "die zur Berechnung der Erfolgswahrscheinlichkeit verwendet werden, können " "jedoch in den Einstellungen angepasst werden." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -6968,7 +7175,7 @@ msgstr "" " unter :guilabel:`Predictive Lead Scoring` auf die Schaltfläche " ":guilabel:`Wahrscheinlichkeiten aktualisieren`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -6983,25 +7190,25 @@ msgstr "" "Das Fenster „Wahrscheinlichkeiten aktualisieren“ in den Einstellungen für " "Predictive Lead Scoring." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "Die folgenden Variabeln können aktiviert werden:" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" ":guilabel:`State`: der geografische Staat, aus dem die Verkaufschance stammt" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" ":guilabel:`Land`: das geografische Land, aus dem die Verkaufschance stammt" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" @@ -7009,7 +7216,7 @@ msgstr "" ":guilabel:`Telefon-Qualität`: ob eine Telefonnummer für die Verkaufschance " "angegeben ist oder nicht" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" @@ -7017,7 +7224,7 @@ msgstr "" ":guilabel:`E-Mail-Qualität`: ob eine E-Mail-Adresse für die Verkaufschance " "angegeben ist oder nicht" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" @@ -7025,16 +7232,16 @@ msgstr "" ":guilabel:`Herkunft`: die Herkunft einer Verkaufschance (z. B. Suchmaschine," " Soziale Medien)" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`Sprache`: die in der Verkaufschance hinterlegte Sprache" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" ":guilabel:`Stichwörter`: die auf der Verkaufschance hinterlegten Stichwörter" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -7048,7 +7255,7 @@ msgstr "" "Predictive Lead Scoring berücksichtigt *immer* diese beiden Variabeln, " "unabhängig davon, welche optionalen Variablen ausgewählt wurden." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " @@ -7058,17 +7265,17 @@ msgstr "" "Leads mit einem Erstellungsdatum ab dem:`, um das Datum auszuwählen, ab dem " "die Predictive Lead Scoring ihre Berechnungen beginnen soll." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" "Klicken Sie zum Abschluss auf :guilabel:`Bestätigen`, um die Änderungen zu " "speichern." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "Die Wahrscheinlichkeit manuell ändern" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." @@ -7077,7 +7284,7 @@ msgstr "" "Verkaufschancenformular manuell geändert werden. Klicken Sie auf die " "Wahrscheinlichkeitszahl, um sie zu bearbeiten." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" @@ -7088,7 +7295,7 @@ msgstr "" " Wahrscheinlichkeit wird nicht mehr automatisch aktualisiert, wenn die " "Verkaufschance jede Phase der Pipeline durchläuft." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -7104,11 +7311,11 @@ msgstr "" "Das Zahnradsymbol zur Reaktivierung der automatischen Wahrscheinlichkeit auf" " dem Verkaufschancenformular." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "Leads auf Grundlage der Wahrscheinlichkeit zuweisen" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -7121,11 +7328,11 @@ msgstr "" "Erfolgswahrscheinlichkeit der Leads, um die Leads zu priorisieren, die mit " "größerer Wahrscheinlichkeit zu einem Abschluss führen." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "Regelbasierte Zuweisung konfigurieren" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -7134,7 +7341,7 @@ msgstr "" ":menuselection:`CRM --> Konfiguration --> Einstellungen` und aktivieren Sie " ":guilabel:`Regelbasierte Zuweisung`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -7147,7 +7354,7 @@ msgstr "" "was bedeutet, dass Odoo die Zuweisung entsprechend dem gewählten Zeitraum " "automatisch auslöst." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -7163,7 +7370,7 @@ msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" "Die Einstellung der regelbasierten Zuweisung in den CRM-Einstellungen." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -7177,11 +7384,11 @@ msgstr "" "Schaltfläche :guilabel:`Leads zuweisen` auf der Konfigurationsseite des " "Verkaufsteams)." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "Zuweisungsregeln konfigurieren" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -7194,7 +7401,7 @@ msgstr "" ":menuselection:`CRM --> Konfiguration --> Verkaufsteams`, und wählen Sie ein" " Verkaufsteam aus." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -7209,7 +7416,7 @@ msgstr "" "dieses Unternehmen oder Team relevant ist, und es können beliebig viele " "Regeln hinzugefügt werden." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -7220,7 +7427,7 @@ msgstr "" "um eine weitere Zeile hinzuzufügen. Klicken Sie auf :guilabel:`x`, um eine " "Zeile zu entfernen." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " @@ -7231,7 +7438,7 @@ msgstr "" "in einer Zeile der Zuweisungsregel und wählen Sie " ":guilabel:`Wahrscheinlichkeit`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " @@ -7241,7 +7448,7 @@ msgstr "" "aus – in der Regel das Symbol für *größer als*, *kleiner als*, *größer oder " "gleich* oder *kleiner oder gleich*." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." @@ -7250,7 +7457,7 @@ msgstr "" "Wahrscheinlichkeit ein. Klicken Sie abschließend auf :guilabel:`Speichern`, " "um die Änderungen zu speichern." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -7269,7 +7476,7 @@ msgstr "" "Domain des Verkaufsteams, eingestellt auf eine Wahrscheinlichkeit größer als" " oder gleich 20 Prozent." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -7282,7 +7489,7 @@ msgstr "" "bearbeiten Sie dann den Abschnitt :guilabel:`Domain`. Klicken Sie auf " ":guilabel:`Speichern`, um die Änderungen zu speichern." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -7301,7 +7508,7 @@ msgstr "" "Verkaufsteam oder dem Vertriebsmitarbeiter weiterhin manuell Leads " "zugewiesen werden." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -7870,6 +8077,244 @@ msgstr "" "`Pipeline` in `Qualitative Leads` um und klicken Sie auf " ":guilabel:`Speichern`." +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Vertriebspartner" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "Bericht über vernachlässigte Leads" @@ -8989,50 +9434,46 @@ msgid "Epson TM-L90-i" msgstr "Epson TM-L90-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "Epson TM-T20II-i" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "Epson TM-T70-i" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "Epson TM-T82II-i" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "Epson TM-T83II-i" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "Epson TM-U220-i" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "Epson TM-m10" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "Epson TM-P20 (Wi-Fi®-Modell)" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "Epson TM-P60II (Bon: Wi-Fi®-Modell)" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "Epson TM-P60II (Peeler: Wi-Fi®-Modell)" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "Epson TM-P80 (Wi-Fi® model)" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "ePOS-Drucker mit IoT-Box-Integration" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" @@ -9041,15 +9482,15 @@ msgstr "" "`, um mit Odoo kompatibel zu " "sein:" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "Epson-TM-T20-Familie (inkompatible ePOS-Software)" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "Epson-TM-T88-Familie (inkompatible ePOS-Software)" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "Epson-TM-U220-Familie (inkompatible ePOS-Software)" @@ -10203,6 +10644,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "Die Zahlungsmethode konfigurieren" @@ -10234,6 +10676,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "Mit einem Zahlungsterminal bezahlen" @@ -10965,53 +11408,44 @@ msgstr "" "richtige Verschlüsselung enthalten, die für die Verwendung mit einer Odoo-" "Datenbank erforderlich ist." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "Die Zahlungsmethode konfigurieren" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -"Gehen Sie zunächst in die allgemeinen Einstellungen der Kassensystem-App und" -" aktivieren Sie die Vantiv-Einstellung." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" -"Gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " -"Kassensystem` in den Bereich Zahlungen und greifen Sie auf Ihre " -"Zahlungsmethoden zu. Legen Sie eine neue Zahlungsmethode für Vantiv an, " -"wählen Sie die Option Vantiv als Zahlungsterminal und erstellen Sie neue " -"Vantiv-Anmeldedaten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -"Um neue Vantiv-Anmeldedaten zu erstellen, geben Sie Ihre Händler-ID und Ihr " -"Passwort ein und speichern Sie dann. Vergewissern Sie sich, dass die soeben " -"erstellten Anmeldedaten ausgewählt sind, und speichern Sie dann die " -"Zahlungsmethode." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "Mit einem Zahlungsterminal bezahlen" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" -"Wählen Sie in Ihrer Kassensystem-Schnittstelle zum Zeitpunkt der Zahlung " -"Ihre Vantiv-Zahlungsmethode aus und ... das ist alles." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -11404,6 +11838,7 @@ msgstr "" "können die Transaktion abschließen." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Rabatte" @@ -12292,7 +12727,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "Einrichtungsformular einer Preisliste mit mehreren Produkten" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "Erweiterte Preisregeln" @@ -12526,19 +12961,19 @@ msgstr "" msgid "POS receipt" msgstr "Kassenbon" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr ":doc:`configuration/epos_printers`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Einen Kassenbon erneut drucken" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -12555,7 +12990,7 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "Schaltfläche zum Bondruck aus dem Backend" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " @@ -12565,11 +13000,11 @@ msgstr "" " Ihre Referenz ein und klicken Sie auf :guilabel:`Bonnummer`, " ":guilabel:`Datum` oder :guilabel:`Kunde`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Rechnungen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " @@ -12579,7 +13014,7 @@ msgstr "" "Kunden ` bei Zahlung auszustellen und auszudrucken und alle " "in der Vergangenheit fakturierten Aufträge abzurufen." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " @@ -12589,7 +13024,7 @@ msgstr "" "entsprechenden :ref:`Buchhaltungsjournal `, das Sie " "vor :ref:`eingerichtet haben `." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -12607,11 +13042,11 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "Buchhaltungsabschnitt in den Kassensystem-Einstellungen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "Einen Kunden abrechnen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." @@ -12620,7 +13055,7 @@ msgstr "" " unter dem Namen des Kunden, um eine Rechnung für diesen Auftrag " "auszustellen." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." @@ -12629,7 +13064,7 @@ msgstr "" ":guilabel:`Validieren`. Die **Rechnung** wird automatisch ausgestellt und " "kann heruntergeladen und/oder gedruckt werden." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." @@ -12637,15 +13072,15 @@ msgstr "" "Um eine Rechnung ausstellen zu können, muss ein :ref:`Kunde `" " ausgewählt werden." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "Rechnungen abrufen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "Um Rechnungen aus dem **Kassensystemdashboard** zu entnehmen," -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" @@ -12654,7 +13089,7 @@ msgstr "" "haben, indem Sie zu :menuselection:`Kassensystem --> Aufträge --> Aufträge` " "gehen;" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -12667,7 +13102,7 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "Intelligente Schaltfläche für Rechnung in einem Auftragsformular" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." @@ -12675,7 +13110,7 @@ msgstr "" "**Abgerechnete Aufträge** können durch den Status :guilabel:`Abgerechnet` in" " der Spalte :guilabel:`Status` identifiziert werden." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." @@ -12683,11 +13118,11 @@ msgstr "" "Sie können die Liste der Aufträge nach abgerechneten Aufträgen filtern, " "indem Sie auf :guilabel:`Filter` und :guilabel:`Abgerechnet` klicken." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "QR-Codes zum Generieren von Rechnungen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -12708,7 +13143,7 @@ msgstr "" msgid "order status change" msgstr "Änderung des Auftragsstatus" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -18290,7 +18725,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -18923,23 +19358,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -18952,7 +19441,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -18965,14 +19454,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -18984,14 +19473,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -18999,7 +19488,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -19007,7 +19496,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -19018,7 +19507,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -19031,7 +19520,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -19039,12 +19528,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -20273,13 +20762,15 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" -msgstr "" +msgstr "Einkaufskonfiguration" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:262 msgid "" "In order to invoice a customer for purchases made on a sales order, the " "*Purchase* application **must** be installed." msgstr "" +"Um einem Kunden die Einkäufe einer Bestellung in Rechnung stellen zu können," +" muss die *Einkaufsapp* installiert sein." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:265 msgid "" @@ -20289,10 +20780,15 @@ msgid "" "automatically refreshes and returns to the main Odoo dashboard, where the " ":guilabel:`Purchase` app is now available to access." msgstr "" +"Um die *Einkaufsapp* zu installieren, navigieren Sie zum :guilabel:`Odoo " +"Hauptdashboard --> Apps`. Suchen Sie dann auf der Seite :guilabel:`Apps` den" +" App-Block :guilabel:`Einkauf` und klicken Sie auf :guilabel:`Aktivieren`. " +"Die Seite wird automatisch aktualisiert und kehrt zum Odoo-Hauptdashboard " +"zurück, wo die :guilabel:`Einkaufsapp` nun zur Verfügung steht." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" -msgstr "" +msgstr "Einkauf zu Verkaufsauftrag hinzufügen" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:275 msgid "" @@ -20417,7 +20913,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" -msgstr "" +msgstr "Einkauf abrechnen" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:347 msgid "" @@ -21902,7 +22398,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -22378,13 +22874,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -22393,7 +22941,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -22402,13 +22950,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -22420,35 +22968,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -22456,7 +23004,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -22465,7 +23013,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -22473,14 +23021,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -22494,7 +23042,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -22502,29 +23050,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -22536,47 +23084,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Bedingungen" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -22584,31 +23132,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -23041,7 +23589,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "Produktvarianten" @@ -23481,14 +24029,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -"Die Reihenfolge der Attribute auf der Seite :guilabel:`Attribute` bestimmt, " -"wie sie auf den Seiten :guilabel:`Produktkonfigurator`, " -":guilabel:`Kassensystem`-Dashboard und :guilabel:`E-Commerce` erscheinen." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -23499,24 +24044,127 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" +":guilabel:`Sofort`: erstellt alle möglichen Varianten, sobald Attribute und " +"Werte zu einer Produktvorlage hinzugefügt werden." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" +"Sobald ein Attribut einem Produkt hinzugefügt wurde, kann sein " +":guilabel:`Variantenerstellungsmodus` nicht mehr bearbeitet werden." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -23525,7 +24173,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -23533,20 +24181,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -23554,114 +24202,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" -":guilabel:`Sofort`: erstellt alle möglichen Varianten, sobald Attribute und " -"Werte zu einer Produktvorlage hinzugefügt werden." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" -"Sobald ein Attribut einem Produkt hinzugefügt wurde, kann sein " -":guilabel:`Variantenerstellungsmodus` nicht mehr bearbeitet werden." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -23669,7 +24226,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -23682,7 +24239,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -23694,20 +24251,20 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." @@ -23716,7 +24273,7 @@ msgstr "" "indem Sie eine neue Zeile hinzufügen und den Namen auf dem Reiter " ":guilabel:`Varianten` eingeben." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -23724,7 +24281,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -23733,7 +24290,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -23743,14 +24300,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -23758,7 +24315,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -23766,18 +24323,18 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." @@ -23785,11 +24342,11 @@ msgstr "" "Ähnliche Vorgänge zur Erstellung von Produktvarianten sind über die Apps " "Einkauf, Lager und E-Commerce zugänglich." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -23802,19 +24359,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -23826,14 +24383,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -23841,11 +24398,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -23859,7 +24416,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -23872,39 +24429,39 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Auswirkungen von Varianten" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" @@ -23915,12 +24472,12 @@ msgstr "" "aller Varianten wider, aber der tatsächliche Bestand wird für jede einzelne " "Variante berechnet." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr ":guilabel:`Bild`: Jede Produktvariante kann ihr eigenes Bild haben." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." @@ -23928,7 +24485,7 @@ msgstr "" "Änderungen an der Produktvorlage gelten automatisch für jede Variante dieses" " Produkts." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -24585,7 +25142,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -24716,7 +25273,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -24737,7 +25294,7 @@ msgstr "" " einem erhöhten Absatz verhelfen kann." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -24776,7 +25333,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -24797,7 +25354,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -25784,7 +26341,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -25792,19 +26349,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -25813,13 +26378,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -25827,24 +26392,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -25852,7 +26417,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -25863,7 +26428,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -25871,63 +26436,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "Angebotsvorlagen verwenden" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -25937,7 +26502,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -25948,7 +26513,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -25956,13 +26521,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/de/LC_MESSAGES/services.po b/locale/de/LC_MESSAGES/services.po index efe90c002..dd0b9ac08 100644 --- a/locale/de/LC_MESSAGES/services.po +++ b/locale/de/LC_MESSAGES/services.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -294,6 +294,90 @@ msgstr "" msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk" msgstr "Planung von Einsätzen aus Kundendiensttickets in Odoo Kundendienst" +#: ../../content/applications/services/field_service/planning_itinerary.rst:3 +msgid "Planning an itinerary" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:5 +msgid "" +"By default, **Odoo Field Service** shows a static map where all task " +"locations for the day are pinned. To make it more useful for the field " +"service workers, it is possible to display an itinerary on the map using " +"MapBox. To do so, enable the **Map Routes** feature as follows:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:9 +msgid "" +"Create or sign in to a MapBox account using the following link: " +"``_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:10 +msgid "" +"`Create a token `_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:11 +msgid "" +"Go to the `Access tokens page on Mapbox `_ and copy your token." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:13 +msgid "" +"In Odoo, go to the :guilabel:`Settings` app and scroll down to the " +":guilabel:`Integrations` section. Paste your Mapbox access token in the " +":guilabel:`Token` field under :guilabel:`Map Routes`, and click " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:18 +msgid "Displaying your itinerary on a map" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:21 +msgid "For a field service task to be featured on the map, it needs:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:23 +msgid "a :guilabel:`Planned Date`;" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:24 +msgid "a valid address linked to the customer’s profile." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:26 +msgid "" +"To display your tasks on a map, go to :menuselection:`Field Service --> My " +"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " +"tasks based on their :guilabel:`Planned Date` to show the way from one " +"location to the next." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:30 +msgid "" +"To open your itinerary on the Google Maps website or app, click " +":guilabel:`View in Google Maps`. Google Maps includes your current location " +"as a starting point for your itinerary." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:34 +msgid "" +"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" +" in the search bar to display all tasks. Your tasks are then sorted by date " +"in the left column." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:36 +msgid "" +"Click your task in the left column or the map pin to display the task's " +"details. From there, you can :guilabel:`Open` the task or click " +":guilabel:`Navigate to` to get an itinerary from your current location to " +"this specific task's location." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:7 msgid "Helpdesk" msgstr "Kundendienst" diff --git a/locale/de/LC_MESSAGES/websites.po b/locale/de/LC_MESSAGES/websites.po index 7d87362d1..34d09a9cd 100644 --- a/locale/de/LC_MESSAGES/websites.po +++ b/locale/de/LC_MESSAGES/websites.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -1013,7 +1013,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Konfiguration" @@ -1174,14 +1174,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -1209,37 +1207,34 @@ msgstr "" "ist, dass die Versandkosten automatisch für jede Bestellung berechnet und " "Versandetiketten erstellt werden." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "Website-Verfügbarkeit" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -1256,11 +1251,11 @@ msgstr "" "das Feld **leer**, wenn die Methode auf *allen* Websites verfügbar sein " "soll." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "Liefermethode bei Kassiervorgang" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1801,6 +1796,16 @@ msgstr "" "bestätigt und der Bestand **nicht** reserviert. Aufträge müssen manuell " "bestätigt werden, um Produkte auf Lager zu reservieren." +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "Retouren und Rückerstattungen" @@ -8620,135 +8625,56 @@ msgstr "Cookie-Leiste" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" -"Cookies sind kleine Textdateien, die an Ihr Gerät gesendet werden, wenn Sie " -"eine Website besuchen. Sie werden von Ihrem Browser verarbeitet und " -"gespeichert und enthalten Informationen über Ihren Besuch, wie z. B. " -"Anmeldedaten, Standort, Sprache usw. Es gibt zwei Haupttypen von Cookies:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" -msgstr "" -"Essenzielle Cookies, die notwendig sind, damit die Website ordnungsgemäß " -"funktioniert;" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" -"Nichtessentielle oder optionale Cookies, die verwendet werden, um Ihr " -"Verhalten zu analysieren oder Werbung anzuzeigen." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." -msgstr "Beispiel einer Cookie-Leiste mit der Pop-up-Darstellung." #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -"Die Benachrichtigung der Benutzer über die Datenerhebung sowie deren " -"Methoden und Zwecke ist durch Datenschutzgesetze wie `DSGVO " -"`_ vorgeschrieben. Um dieser Verpflichtung auf " -"benutzerfreundliche und transparente Weise nachzukommen, werden in der Regel" -" Cookie-Leisten verwendet. Sie werden sofort beim ersten Besuch eines " -"Benutzers angezeigt, um ihn darüber zu informieren, dass die Website Cookies" -" verwendet, und ihm die Möglichkeit zu geben, zu entscheiden, ob er " -"nichtessenzielle Cookies auf seinem Gerät speichern möchte." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." msgstr "" -"Um die Cookie-Leiste auf Ihrer Odoo-Website zu aktivieren, gehen Sie zu " -":menuselection:`Website --> Konfiguration` und aktivieren Sie " -":guilabel:`Cookie-Leiste` im Abschnitt :guilabel:`Privatsphäre`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 -msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." -msgstr "" -"Sie können :ref:`das Aussehen Ihrer Cookie-Leiste anpassen ` und :ref:`den Inhalt der zugehörigen Cookie-" -"Richtlinienseite ` bearbeiten." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "Anpassungen" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" -"Um die Anzeige der Cookies-Leiste anzupassen, klicken Sie auf " -":guilabel:`Bearbeiten` und wählen Sie im Bereich :guilabel:`Unsichtbare " -"Elemente` den Baustein :guilabel:`Cookies-Leiste` am unteren Rand des " -"Fensters. Passen Sie ihn im Bearbeitungsfenster mit den Optionen im Reiter " -":guilabel:`Anpassen` an. Drei :guilabel:`Layouts` sind verfügbar:" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr ":guilabel:`Diskret`: schmale Leiste" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr ":guilabel:`Klassisch`: Banner" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -":guilabel:`Pop-up`: Sie können die :guilabel:`Position` ändern zu: " -":guilabel:`Oben`, :guilabel:`Mitte`, oder :guilabel:`Unten` auf dem " -"Bildschirm." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "Sie können auch:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "die :guilabel:`Größe` der Cookie-Leiste anpassen;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" -"den :guilabel:`Hintergrund` aktivieren, um die Seite im Hintergrund zu " -"verdunkeln, wenn die Cookie-Leiste auf dem Bildschirm angezeigt wird;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" -"die Darstellung der Cookie-Leiste weiter anpassen, indem Sie die " -"Anpassungsoptionen :guilabel:`Block` und/oder :guilabel:`Spalte` verwenden, " -"die verfügbar sind, wenn Sie irgendwo in den Baustein klicken." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." @@ -8756,43 +8682,33 @@ msgstr "" "Um den Inhalt der Cookie-Leiste (d. h. die Zustimmungsmeldung) zu " "bearbeiten, klicken Sie direkt in den Baustein." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." -msgstr "Berarbeitungspanel in Odoo Website, um die Cookie-Leiste anzupassen." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" +msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "Cookie-Richtlinien" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -"Wenn Sie die Cookie-Leiste für Ihre Website aktivieren, erstellt Odoo die " -"Seite **Cookie-Richtlinien** (`/cookie-policy`) mit der Liste der " -"essenziellen und optionalen Cookies. Um darauf zuzugreifen, klicken Sie auf " -"den Hyperlink für :guilabel:`Cookie-Richtlinien` in der Cookie-Leiste oder " -"öffnen Sie die Seite über :menuselection:`Website --> Site --> Seiten`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -"Die Inhalte der Seite können bei Bedarf an die Funktionen und Eigenschaften " -"Ihrer Website angepasst werden." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" -"Sie könnten zum Beispiel in der Fußzeile Ihrer Website einen Link einfügen, " -"der Sie zu dieser Seite führt." #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" diff --git a/locale/es/LC_MESSAGES/administration.po b/locale/es/LC_MESSAGES/administration.po index 3adca851c..189a99547 100644 --- a/locale/es/LC_MESSAGES/administration.po +++ b/locale/es/LC_MESSAGES/administration.po @@ -19,6 +19,7 @@ # Braulio D. López Vázquez , 2024 # Wil Odoo, 2024 # Patricia Gutiérrez Capetillo , 2024 +# Larissa Manderfeld, 2024 # Fernanda Alvarez, 2024 # #, fuzzy @@ -26,7 +27,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Fernanda Alvarez, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" @@ -661,9 +662,9 @@ msgid "Deactivated features" msgstr "Funciones desactivadas" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" -"La siguiente lista incluye algunos de los parámetros que se desactivan:" +"La siguiente lista incluye algunas de las funciones que se desactivan:" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -693,7 +694,13 @@ msgstr "Métodos de envío" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "Tokens de :abbr:`IAP (Compras dentro de la aplicación)`" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" +"visibilidad del sitio web (evita que los motores de búsqueda indexen su " +"sitio)" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -5057,7 +5064,6 @@ msgstr "Admin" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -9058,14 +9064,7 @@ msgstr "Octubre de 2026 (planeado)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "Agosto de 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -9083,6 +9082,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "Agosto de 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Junio de 2023" @@ -9517,7 +9524,7 @@ msgid "" "`upgrade platform `_." msgstr "" "El **respaldo automático diario más reciente de producción** se envía a la " -"`plataforma de actualización `_." +"`plataforma de actualización `_." #: ../../content/administration/upgrade.rst:121 msgid "" diff --git a/locale/es/LC_MESSAGES/studio.po b/locale/es/LC_MESSAGES/studio.po index d4aeecbff..7b58db037 100644 --- a/locale/es/LC_MESSAGES/studio.po +++ b/locale/es/LC_MESSAGES/studio.po @@ -7,9 +7,9 @@ # Braulio D. López Vázquez , 2024 # Iran Villalobos López, 2024 # Lucia Pacheco, 2024 -# Patricia Gutiérrez Capetillo , 2024 # Wil Odoo, 2024 # Fernanda Alvarez, 2024 +# Patricia Gutiérrez Capetillo , 2024 # #, fuzzy msgid "" @@ -18,7 +18,7 @@ msgstr "" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-05-31 09:59+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Fernanda Alvarez, 2024\n" +"Last-Translator: Patricia Gutiérrez Capetillo , 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -89,20 +89,30 @@ msgid "" " events, time conditions (e.g., archive a record 7 days after its last " "update), or external events." msgstr "" +"Las reglas de automatización se utilizan para activar cambios automáticos " +"según las acciones de usuario (por ejemplo, aplicar una modificación cuando " +"se establece un valor específico en un campo), eventos de correo " +"electrónico, condiciones de tiempo (por ejemplo, archivar un registro 7 días" +" después de su última actualización), o por eventos externos." #: ../../content/applications/studio/automated_actions.rst:9 msgid "To create an automation rule with Studio, proceed as follows:" -msgstr "" +msgstr "Siga estos pasos para crear una regla de automatización con Studio:" #: ../../content/applications/studio/automated_actions.rst:11 msgid "Open Studio and click :guilabel:`Automations`, then :guilabel:`New`." msgstr "" +"Haga Studio, haga clic en :guilabel:`Automatizaciones` y después en " +":guilabel:`Nuevo`." #: ../../content/applications/studio/automated_actions.rst:12 msgid "" "Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill " "in the fields that appear on the screen based on the chosen trigger." msgstr "" +"Seleccione el :ref:`studio/automated-actions/trigger` y, si es necesario, " +"llene los campos que aparecen en la pantalla según el activador que " +"seleccionó." #: ../../content/applications/studio/automated_actions.rst:14 msgid "" @@ -110,6 +120,9 @@ msgid "" ":ref:`action ` and fill in the fields that " "appear on the screen based on your selected action." msgstr "" +"Haga clic en :guilabel:`Agregar una acción`, seleccione el :guilabel:`Tipo` " +"de :ref:`acción ` y llene los campos que " +"aparecen en la pantalla según la acción seleccionada." #: ../../content/applications/studio/automated_actions.rst:17 msgid "Click :guilabel:`Save & Close` or :guilabel:`Save & New`." @@ -129,6 +142,12 @@ msgid "" "automation rule, and select the :guilabel:`Model` in the " ":guilabel:`Automation Rules` form." msgstr "" +"Para modificar el :doc:`modelo ` de la regla de " +"automatización, cambie modelos antes de hacer clic en " +":guilabel:`Automatizaciones` en Studio, o :ref:`active el modo de " +"desarrollador `, cree o edite una regla de automatización y " +"seleccione el :guilabel:`Modelo` en el formulario de :guilabel:`reglas de " +"automatización`." #: ../../content/applications/studio/automated_actions.rst:29 msgid "" @@ -137,10 +156,15 @@ msgid "" ":guilabel:`Automations`. In this case, the :guilabel:`Trigger` is set to " ":guilabel:`Stage is set to` by default, but you can change it if necessary." msgstr "" +"También puede crear reglas de automatización desde cualquier etapa kanban si" +" hace clic en el icono de engranaje (:guilabel:`⚙` ) a un lado del nombre " +"de la etapa kanban, seleccione :guilabel:`Automatizaciones`. En este caso, " +"el :guilabel:`Activador` estará configurado a :guilabel:` La etapa está " +"establecida como` por defecto, pero puede cambiarlo si así lo quiere." #: ../../content/applications/studio/automated_actions.rst:0 msgid "Create automations from a kanban stage" -msgstr "" +msgstr "Crear automatizaciones a partir de una etapa kanban" #: ../../content/applications/studio/automated_actions.rst:40 msgid "Trigger" @@ -152,6 +176,10 @@ msgid "" " applied. The available triggers depend on the :doc:`model " "`. Five trigger categories are available overall:" msgstr "" +"El :guilabel:`Activador` se usa para definir cuándo se debe aplicar una " +"regla de automatización. Los activadores disponibles dependen del " +":doc:`modelo `. En total, hay cinco categorías de " +"activardores disponibles:" #: ../../content/applications/studio/automated_actions.rst:46 msgid ":ref:`studio/automated-actions/trigger/values-updated`" @@ -182,6 +210,13 @@ msgid "" " on ` filters are checked *during* " "the execution of the automation rule." msgstr "" +"También puede definir un :guilabel:`Antes de actualizar el dominio` para " +"especificar condiciones que se deben cumplir *antes* de que se active la " +"regla de automatización. Por el contrario, las condiciones definidas con los" +" filtros :ref:`Condiciones adicionales ` y :ref:`Aplicar en " +"` se revisan *durante* la ejecución" +" de la regla de automatización." #: ../../content/applications/studio/automated_actions.rst:59 msgid "" @@ -189,6 +224,10 @@ msgid "" "mode `, create or edit an automation rule, click " ":guilabel:`Edit Domain`, then click :guilabel:`New Rule`." msgstr "" +"Para definir :guilabel:Antes de actualizar el dominio`, :ref:`active el modo" +" de desarrollador `, cree o edite una regla de " +"automatización, haga clic en :guilabel:`Editar dominio` y después haga clic " +"en :guilabel:`Nueva regla`." #: ../../content/applications/studio/automated_actions.rst:63 msgid "" @@ -198,10 +237,16 @@ msgid "" "Domain` to :guilabel:`Email is not set`, and the :guilabel:`Apply on` domain" " to :guilabel:`Email is set`." msgstr "" +"Por ejemplo, si desea que la acción automatizada ocurra al establecer una " +"dirección de correo electrónico en un contacto que no tenía una dirección " +"antes (en lugar de modificar la dirección existente), defina el filtro " +":guilabel:`Antes de la actualización del dominio` como :guilabel:`Correo " +"electrónico sin establecer` y el dominio :guilabel:`Aplicar en` como " +":guilabel:`Correo electrónico establecido`." #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a trigger with a Before Update Domain" -msgstr "" +msgstr "Ejemplo de un activador con Antes de la actualización del dominio" #: ../../content/applications/studio/automated_actions.rst:74 msgid "Values Updated" @@ -214,10 +259,14 @@ msgid "" "setting the :guilabel:`User` field. Select the trigger, then select a value " "if required." msgstr "" +"Los activadores disponibles en esta categoría dependen del modelo y de " +"cambios comunes en os campos, como agregar una etiqueta específica (por " +"ejemplo, a una tarea) o configurar el campo :guilabel:`Usuario`. Seleccione " +"el activador y después seleccione un valor si se requiere." #: ../../content/applications/studio/automated_actions.rst-1 msgid "Example of a Values Updated trigger" -msgstr "" +msgstr "Ejemplo de un activador que se actualiza dependiendo los valores" #: ../../content/applications/studio/automated_actions.rst:86 msgid "Email Events" @@ -226,6 +275,8 @@ msgstr "Eventos de correo electrónico" #: ../../content/applications/studio/automated_actions.rst:88 msgid "Trigger automated actions upon receiving or sending emails." msgstr "" +"Activación de acciones automatizadas al enviar o recibir correos " +"electrónicos." #: ../../content/applications/studio/automated_actions.rst:93 msgid "Timing Conditions" @@ -236,28 +287,36 @@ msgid "" "Trigger automated actions based on a date field. The following triggers are " "available:" msgstr "" +"Activación de acciones automatizadas según un campo de fecha. Los " +"activadores disponibles son:" #: ../../content/applications/studio/automated_actions.rst:97 msgid "" ":guilabel:`Based on date field`: Select the field to be used next to the " ":guilabel:`Delay` field." msgstr "" +":guilabel:`Según el campo de fecha`: seleccione el campo que se debe usar a " +"un lado del campo :guilabel:`Retraso`." #: ../../content/applications/studio/automated_actions.rst:98 msgid "" ":guilabel:`After creation`: The action is triggered when a record is created" " and saved." msgstr "" +":guilabel:`After creation`: la acción se activa cuando se crea y guarda un " +"registro." #: ../../content/applications/studio/automated_actions.rst:99 msgid "" ":guilabel:`After last update`: The action is triggered when an existing " "record is edited and saved." msgstr "" +":guilabel:`Después de la última actualización`: la acción se activa cuando " +"un registro se edita y se guarda." #: ../../content/applications/studio/automated_actions.rst:102 msgid "You can then define:" -msgstr "" +msgstr "Puede definir ya sea:" #: ../../content/applications/studio/automated_actions.rst:104 msgid "" @@ -266,6 +325,11 @@ msgid "" " you selected the :guilabel:`Based on date field` trigger, you must also " "select the date field to be used to determine the delay." msgstr "" +"Un :guilabel:`retraso`: especifique el número de minutos, horas, días o " +"meses. Si quiere que la acción se active antes de la fecha de activación, " +"especifique un número negativo. Si seleccionó el activador :guilabel:`Según " +"el campo de fecha`, también debe seleccionar el cambio de fecha que quiere " +"usar para determinar un retraso." #: ../../content/applications/studio/automated_actions.rst:107 msgid "" @@ -273,12 +337,18 @@ msgid "" "the conditions to be met to trigger the automation rule. Click " ":guilabel:`New Rule` to add another condition." msgstr "" +":guilabel:`Condiciones adicionales`: haga clic en :guilabel:`agregar " +"condiciones` y después especifique las condiciones que se deben cumplir para" +" activar la regla de automatización. Haga clic en :guilabel:`Nueva regla` " +"para agregar otra condición." #: ../../content/applications/studio/automated_actions.rst:110 msgid "" "The action is triggered when the delay is reached and the conditions are " "met." msgstr "" +"La acción se activa cuando se llega a la fecha de retraso y las condiciones " +"se cumplen." #: ../../content/applications/studio/automated_actions.rst:113 msgid "" @@ -287,16 +357,23 @@ msgid "" ":guilabel:`Trigger Date` and set the :guilabel:`Delay` to **-30** " ":guilabel:`Minutes`." msgstr "" +"Si desea enviar un recordatorio por correo electrónico 30 minutos antes del " +"inicio de un evento en el calendario, seleccione :guilabel:`Inicio (evento " +"de calendario)` en :guilabel:`Fecha de activación` y establezca el " +":guilabel:`Retraso` en **-30** :guilabel:`minutos`." #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a Based on date field trigger" -msgstr "" +msgstr "Ejemplo de un activador con base en un campo de fecha" #: ../../content/applications/studio/automated_actions.rst:121 msgid "" "By default, the scheduler checks for trigger dates every 4 hours, meaning " "lower granularity in time-based automations may not always be honored." msgstr "" +"De forma automática, el programador revisará por fechas de activación cada 4" +" horas. Esto significa que no siempre se podrá respetar una granulidad en " +"automatizaciones según el tiempo." #: ../../content/applications/studio/automated_actions.rst:127 msgid "Custom" @@ -304,21 +381,24 @@ msgstr "Personalizado" #: ../../content/applications/studio/automated_actions.rst:129 msgid "Trigger automated actions:" -msgstr "" +msgstr "Activar acciones automatizadas:" #: ../../content/applications/studio/automated_actions.rst:131 msgid ":guilabel:`On save`: When the record is saved;" -msgstr "" +msgstr ":guilabel:`Al guardar`: cuando se guarda el registro," #: ../../content/applications/studio/automated_actions.rst:132 msgid ":guilabel:`On deletion`: When a record is deleted;" -msgstr "" +msgstr ":guilabel:`Al eliminar`: cuando se elimina el registro," #: ../../content/applications/studio/automated_actions.rst:133 msgid "" ":guilabel:`On UI change`: When a field's value is changed on the :ref:`Form " "view `, even before saving the record." msgstr "" +":guilabel:`Al cambio de la IU`: cuando se cambia el valor de un campo en la " +":ref:`vista de formulario `, incluso antes de " +"guardar el registro." #: ../../content/applications/studio/automated_actions.rst:136 msgid "" @@ -326,18 +406,26 @@ msgid "" "**must** then select the field(s) to be used to trigger the automation rule " "in the :guilabel:`When updating` field." msgstr "" +"Para los activadores :guilabel:`al guardar` y :guilabel:`al cambio de la UI`" +" **debe** seleccionar el o los campos que se usarán para activar la regla de" +" automatización en el campo :guilabel:`Al actualizar`." #: ../../content/applications/studio/automated_actions.rst:140 msgid "" "If no field is selected in the :guilabel:`When updating` field, the " "automated action may be executed multiple times per record." msgstr "" +"Si no se selecciona ningún campo en el campo :guilabel:`Al actualizar`, es " +"posible que la acción automatizada se ejecute varias veces por registro." #: ../../content/applications/studio/automated_actions.rst:143 msgid "" "Optionally, you can also define additional conditions to be met to trigger " "the automation rule in the :guilabel:`Apply on` field." msgstr "" +"También tiene la opción de definir condiciones adicionales que se deben " +"cumplir para activar la regla de automatización en el campo " +":guilabel:`Aplicar en`." #: ../../content/applications/studio/automated_actions.rst:147 msgid "" @@ -346,6 +434,10 @@ msgid "" "when a modification is made manually. The action is not executed if the " "field is changed through another automation rule." msgstr "" +"El activador :guilabel:`Al cambio de la IU` solo se puede usar con la acción" +" :ref:`studio/automated-actions/action/python-code` y solo funciona cuando " +"se realiza una modificación de forma manual. La acción no se ejecuta si el " +"campo se cambia con otra regla de automatización." #: ../../content/applications/studio/automated_actions.rst:155 msgid "External" @@ -359,6 +451,11 @@ msgid "" "event. It usually includes a data payload containing information about the " "event that occurred." msgstr "" +"Para activar acciones automatizadas en un evento externo use un webhook, que" +" es un método de comunicación entre dos sistemas donde el sistema de origen " +"le envía una solicitud HTTP(S) al sistema destino según un evento " +"específico. Esta comunicación usualmente incluye una carga de datos que " +"contienen información sobre el evento que ocurrió." #: ../../content/applications/studio/automated_actions.rst:162 msgid "" @@ -367,6 +464,11 @@ msgid "" "the request). Then, in the :guilabel:`Target Record` field, enter the code " "to run to define the record(s) to be updated using the automation rule." msgstr "" +"Para configurar el activador :guilabel:`Al usar webhook` copie la " +":guilabel:`URL` que generó Odoo en el sistema de destino (es decir, el " +"sistema que está recibiendo la solicitud). Después, en el campo " +":guilabel:`Registro objetivo` ingrese el código que se debe ejecutar para " +"definir los registros a actualizar con la regla de automatización." #: ../../content/applications/studio/automated_actions.rst:167 msgid "" @@ -374,6 +476,10 @@ msgid "" "caution could potentially expose your system to malicious parties. Click the" " :guilabel:`Rotate Secret` button to change the URL's secret if necessary." msgstr "" +"La URL se debe tratar como **confidencial**, pues si la comparte en línea o " +"sin cuidado podría exponer su sistema a peligros. Haga clic en el botón " +":guilabel:`Rotar secreto` para cambiar el secreto de la URL si lo considera " +"necesario." #: ../../content/applications/studio/automated_actions.rst:172 msgid "" @@ -381,6 +487,10 @@ msgid "" " webhooks coming from another Odoo database. It is used to determine the " "record(s) to be updated using the information in the payload." msgstr "" +"El código que se define en automático en el campo :guilabel:`Registro " +"objetivo` funciona para webhooks provenientes de otra base de datos de Odoo." +" Se usa para determinar el o los registros que se deben actualizar con la " +"información en la carga." #: ../../content/applications/studio/automated_actions.rst:175 msgid "" @@ -390,6 +500,12 @@ msgid "" " :guilabel:`Target record` field must contain any valid code, but its result" " doesn't have any effect on the automated action itself." msgstr "" +"Si desea usar el contenido del webhook para un propósito diferente a " +"encontrar los registros (por ejemplo, para *crear* un registro), su única " +"opción es usar una acción :ref:`studio/automated-actions/action/python-" +"code`. En este caso, el campo :guilabel:`Registro objetivo` debe contener " +"cualquier código válido, pero el resultado no tendrá ningún efecto en la " +"acción automatizada." #: ../../content/applications/studio/automated_actions.rst:179 msgid "" @@ -397,6 +513,9 @@ msgid "" " variable (i.e., a dictionary that contains the GET parameters or POST JSON " "body of the incoming request)." msgstr "" +"El contenido de webhook está disponible en el contexto de acción de servicor" +" como una variable de `carga` (es decir, un diccionario que contiene " +"parámetros GET o un cuerpo POST JSON en la solicitud entrante)." #: ../../content/applications/studio/automated_actions.rst:182 msgid "" @@ -406,6 +525,13 @@ msgid "" "issues that may arise. To access the logs, click the :guilabel:`Logs` smart " "button at the top of the :guilabel:`Automation rules` form." msgstr "" +"También puede elegir :guilabel:`Registrar llamadas` que reciben las cargas, " +"por ejemplo, para asegurarse de que los datos que el sistema origen está " +"enviando coinciden con el formato y contenido esperado. Esto también ayuda a" +" identificar y diagnosticar cualquier problema que pueda surgir. Para " +"acceder a estos registros, haga clic en el botón inteligente " +":guilabel:`Registros` en la parte superior del formulario :guilabel:`Reglas " +"de automatización`." #: ../../content/applications/studio/automated_actions.rst:190 msgid "Actions" @@ -417,6 +543,9 @@ msgid "" "actions/trigger>`, click :guilabel:`Add an action` to define the action to " "be executed." msgstr "" +"Una vez que haya definido el :ref:`activador ` para las reglas de automatización, haga clic en " +":guilabel:`Agregar una acción` para definir la acción que se debe ejecutar." #: ../../content/applications/studio/automated_actions.rst:196 msgid "" @@ -428,6 +557,14 @@ msgid "" " record` action, the email uses the values set *before* the update action is" " run." msgstr "" +"Puede definir varias acciones para el mismo activador o regla de " +"automatización. Las acciones se ejecutan en el orden en el que se definen, " +"esto significa que, por ejemplo, si define una acción :guilabel:`actualizar " +"registro` primero y después una acción :guilabel:`enviar correo " +"electrónico`, el correo electrónico usará los valores actualizados. Sin " +"embargo, si primero define la acción :guilabel:`enviar correo electrónico` y" +" después la acción :guilabel:`actualizar registro`, el correo utilizará los " +"valores configurados *antes* de que la acción de actualización se ejecute." #: ../../content/applications/studio/automated_actions.rst:206 msgid "Update Record" @@ -440,6 +577,11 @@ msgid "" "the field to be updated; click the right arrow next to the field name to " "access the list of related fields if needed." msgstr "" +"Esta acción permite actualizar uno de los campos (relacionados) del " +"registro. Haga clic en el campo :guilabel:`Actualizar` y en la lista que se " +"abra, seleccione o busque el campo que se tiene que actualizar. Haga clic en" +" la flecha derecha a un lado del nombre del campo para acceder a la lista de" +" campos relacionados si es necesario." #: ../../content/applications/studio/automated_actions.rst:212 msgid "" @@ -448,6 +590,10 @@ msgid "" ":guilabel:`Adding`, :guilabel:`Removing`, or :guilabel:`Setting it to` the " "selected value or by :guilabel:`Clearing it`." msgstr "" +"Si seleccionó un :ref:`campo many2many `, seleccione si el campo se debe actualizar al " +":guilabel:`agregar`, :guilabel:`eliminar`, o :guilabel:`configurar` el valor" +" seleccionado o al :guilabel:`quitarlo`." #: ../../content/applications/studio/automated_actions.rst:217 msgid "" @@ -455,10 +601,14 @@ msgid "" "set the :guilabel:`Update` field to :guilabel:`Customer > Tags`, select " ":guilabel:`By Removing`, then select the tag." msgstr "" +"Si quiere que la acción automatizada elimine una etiqueta del registro del " +"cliente, configure el campo :guilabel:`actualizar` a :guilabel:`Cliente > " +"Etiquetas`, seleccione :guilabel:`al eliminar` y después seleccione una " +"etiqueta." #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of an Update Record action" -msgstr "" +msgstr "Ejemplo de una acción para actualizar registro" #: ../../content/applications/studio/automated_actions.rst:225 msgid "" @@ -471,10 +621,20 @@ msgid "" ":guilabel:`Priority is set to` to `High` and define the :guilabel:`Update " "Record` action as follows:" msgstr "" +"También puede configurar el campo de un registro de manera dinámica con " +"código Python. Para hacerlo, seleccione :guilabel:`Calcular` en lugar de " +":guilabel:`Actualizar` y después ingrese el código que se debe usar para " +"calcular el valor del campo. Por ejemplo, si quiere que la regla de " +"automatización calcule un :ref:`campo de fecha y hora ` personalizado cuando la prioridad de una tarea sea `Alta`" +" (esto se hace poniendo estrellas en la tarea), puede definir que el " +"activador :guilabel:`La prioridad está establecida en` sea `Alto` y defina " +"la acción :guilabel:`Actualizar registro` como se indica a continuación:" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Compute a custom datetime field using a Python expression" msgstr "" +"Calcule un campo de fecha y hora personalizado con una expresión Python" #: ../../content/applications/studio/automated_actions.rst:236 msgid "Create Activity" @@ -487,18 +647,29 @@ msgid "" "then specify when you want the activity to be scheduled in the " ":guilabel:`Due Date In` field, and select a :guilabel:`User type`:" msgstr "" +"Esta acción se usa para programar una nueva actividad vinculada al registro." +" Seleccione un :guilabel:`Tipo de actividad`, ingrese un :guilabel:`título` " +"y una descripción, después especifique cuándo quiere que se programe la " +"actividad en el campo :guilabel:`Fecha de vencimiento en` y seleccione un " +":guilabel:`Tipo de usuario`:" #: ../../content/applications/studio/automated_actions.rst:242 msgid "" "To always assign the activity to the same user, select :guilabel:`Specific " "User` and add the user in the :guilabel:`Responsible` field;" msgstr "" +"Para que siempre se le asigne la actividad al mismo usuario, seleccione " +":guilabel:`Usuario específico` y agregue al usuario en el campo " +":guilabel:`Responsable`." #: ../../content/applications/studio/automated_actions.rst:244 msgid "" "To target a user linked to the record dynamically, select :guilabel:`Dynamic" " User (based on record)` and change the :guilabel:`User Field` if necessary." msgstr "" +"Para que el objetivo sea un usuario vinculado al registro de forma dinámica," +" seleccione :guilabel:`Usuario dinámico (según el registro)` y cambie el " +":guilabel:`campo de usuario` si lo considera necesario." #: ../../content/applications/studio/automated_actions.rst:248 msgid "" @@ -507,14 +678,19 @@ msgid "" ":guilabel:`Activity Type` to :guilabel:`Call` and the :guilabel:`User Type` " "to :guilabel:`Dynamic User (based on record)`." msgstr "" +"Después de que un lead se convierte en una oportunidad, desea que la acción " +"automatizada programe una llamada para el usuario responsable del lead. Para" +" hacer esto, establezca el :guilabel:`Tipo de actividad` en " +":guilabel:`Llamada` y el :guilabel:`Tipo de usuario` como :guilabel:`Usuario" +" dinámico (según el registro)`." #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a Create Activity action" -msgstr "" +msgstr "Ejemplo de una acción para crear una actividad" #: ../../content/applications/studio/automated_actions.rst:256 msgid "Send Email and Send SMS" -msgstr "" +msgstr "Enviar correos electrónicos y enviar mensajes de texto" #: ../../content/applications/studio/automated_actions.rst:258 msgid "" @@ -524,30 +700,45 @@ msgid "" " As` or :guilabel:`Send SMS As` field, choose how you want to send the email" " or text message:" msgstr "" +"Estas acciones se usan para enviar un correo electrónico o mensaje de texto " +"a un contacto vinculado a un registro específico. Para hacerlo, seleccione o" +" cree una :guilabel:`Plantilla de correo electrónico` o una " +":guilabel:`Plantilla de SMS` y, en el campo :guilabel:` Enviar correo " +"electrónico como` o :guilabel:`Enviar SMS como` seleccione cómo quiere " +"enviar el correo electrónico o mensaje de texto:" #: ../../content/applications/studio/automated_actions.rst:263 msgid "" ":guilabel:`Email`: to send the message as an email to the recipients of the " ":guilabel:`Email Template`." msgstr "" +":guilabel:`Correo electrónico`: para enviar el mensaje como un correo " +"electrónico a los destinatarios de la :guilabel:`Plantilla de correo " +"electrónico`." #: ../../content/applications/studio/automated_actions.rst:265 msgid "" ":guilabel:`Message`: to post the message on the record and notify the " "record's followers." msgstr "" +":guilabel:`Mensaje`: para publicar el mensaje en el registro y notificar a " +"los seguidores del registro." #: ../../content/applications/studio/automated_actions.rst:266 msgid "" ":guilabel:`Note`: to send the message as an internal note visible to " "internal users in the chatter." msgstr "" +":guilabel:`Nota`: para enviar el mensaje como una nota interna que los " +"usuarios internos podrán ver en el chatter." #: ../../content/applications/studio/automated_actions.rst:268 msgid "" ":guilabel:`SMS (without note)`: to send the message as a text message to the" " recipients of the :guilabel:`SMS template`." msgstr "" +":guilabel:`SMS (sin nota)`: para enviar el mensaje como un mensaje de texto " +"a los destinatarios de la :guilabel:`plantilla de SMS`." #: ../../content/applications/studio/automated_actions.rst:270 msgid "" @@ -555,21 +746,28 @@ msgid "" "recipients of the :guilabel:`SMS template` and post it as an internal note " "in the chatter." msgstr "" +":guilabel:`SMS (con nota)`: para enviar el mensaje como un mensaje de texto " +"a los destinatarios de la :guilabel:`plantilla de SMS` y también publicarlo " +"como una nota interna en el chatter." #: ../../content/applications/studio/automated_actions.rst:272 msgid "" ":guilabel:`Note only`: to only post the message as an internal note in the " "chatter." msgstr "" +":guilabel:`Solo nota`: para solo publicar el mensaje como una nota interna " +"en el chatter." #: ../../content/applications/studio/automated_actions.rst:277 msgid "Add Followers and Remove Followers" -msgstr "" +msgstr "Agregar o quitar seguidores" #: ../../content/applications/studio/automated_actions.rst:279 msgid "" "Use these actions to (un)subscribe existing contacts to/from the record." msgstr "" +"Use estas acciones para suscribir o cancelar la suscripción de contactos " +"existentes a este registro." #: ../../content/applications/studio/automated_actions.rst:282 msgid "Create Record" @@ -577,7 +775,7 @@ msgstr "Crear registro" #: ../../content/applications/studio/automated_actions.rst:284 msgid "This action is used to create a new record on any model." -msgstr "" +msgstr "Esta acción se usa para crear un nuevo registro en cualquier modelo." #: ../../content/applications/studio/automated_actions.rst:286 msgid "" @@ -587,6 +785,11 @@ msgid "" "a field in the :guilabel:`Link Field` field to link the record that " "triggered the creation of the new record." msgstr "" +"Seleccione el modelo requerido en el campo :guilabel:`Registro por crear`, " +"que, por defecto, contiene el modelo actual. Especifique un " +":guilabel:`Nombre` para el registro y, si quiere crear un registro en otro " +"modelo, seleccione un campo en el campo :guilabel:`Vincular campo` para " +"vincular el registro que activó la creación de un nuevo registro." #: ../../content/applications/studio/automated_actions.rst:292 msgid "" @@ -595,6 +798,11 @@ msgid "" "on the current model that are linked to a :ref:`many2one field " "` on the target model." msgstr "" +"La lista desplegable que está relacionada al campo :guilabel:`Campo del " +"enlace` solo contiene :ref:`campos one2many ` que existen en el modelo actual y que están vinculados a " +"un :ref:`campo many2one ` en el " +"modelo objetivo." #: ../../content/applications/studio/automated_actions.rst:297 msgid "" @@ -604,6 +812,12 @@ msgid "" "to create a new project task and then assign it to a specific user using an " ":guilabel:`Update Record` action." msgstr "" +"Puede crear otra regla de automatización con acciones " +":ref:`studio/automated-actions/action/update-record` para actualizar losc " +"ampos del registro nuevo si es necesario. Por ejemplo, puede usar una acción" +" :guilabel:`Crear registro` para crear una nueva tarea de proyecto y después" +" asignársela a un usuario en específico con una acción :guilabel:`Actualizar" +" registro`." #: ../../content/applications/studio/automated_actions.rst:305 msgid "Execute Code" @@ -614,64 +828,80 @@ msgid "" "This action is used to execute Python code. You can write your code into the" " :guilabel:`Code` tab using the following variables:" msgstr "" +"Esta acción se usa para ejecutar código Python. Puede escribir su código en " +"la pestaña :guilabel:`Código` con las siguientes variables:" #: ../../content/applications/studio/automated_actions.rst:310 msgid "`env`: environment on which the action is triggered" -msgstr "" +msgstr "`env`: entorno en el que se activa la acción" #: ../../content/applications/studio/automated_actions.rst:311 msgid "" "`model`: model of the record on which the action is triggered; is a void " "recordset" msgstr "" +"`model`: modelo del registro en el cual se activa la acción. Es un conjunto " +"de registros vacío." #: ../../content/applications/studio/automated_actions.rst:312 msgid "`record`: record on which the action is triggered; may be void" -msgstr "" +msgstr "`record`: registro en el que se activa la acción; puede estar vacío." #: ../../content/applications/studio/automated_actions.rst:313 msgid "" "`records`: recordset of all records on which the action is triggered in " "multi-mode; this may be left empty" msgstr "" +"`records`: conjunto de todos los registros en lo cuales la acción fue " +"activada en modo múltiple; puede ser vacío." #: ../../content/applications/studio/automated_actions.rst:315 msgid "`time`, `datetime`, `dateutil`, `timezone`: useful Python libraries" -msgstr "" +msgstr "`time`, `datetime`, `dateutil`, `timezone`: librerías Python útiles" #: ../../content/applications/studio/automated_actions.rst:316 msgid "" "`float_compare`: utility function to compare floats based on specific " "precision" msgstr "" +"`float_compare`: función de utilidad para comparar flotas basada en una " +"precisión específica." #: ../../content/applications/studio/automated_actions.rst:317 msgid "" "`log(message, level='info')`: logging function to record debug information " "in ir.logging table" msgstr "" +"`log(message, level='info')`: función de registro para registrar información" +" de depuración en la tabla ir.logging." #: ../../content/applications/studio/automated_actions.rst:319 msgid "`_logger.info(message)`: logger to emit messages in server logs" msgstr "" +"`_logger.info(message)`: registrador para emitir mensajes en los registros " +"del servidor." #: ../../content/applications/studio/automated_actions.rst:320 msgid "`UserError`: exception class for raising user-facing warning messages" msgstr "" +"`UserError`: clase de excepción para generar mensajes de advertencia " +"dirigidos al usuario." #: ../../content/applications/studio/automated_actions.rst:321 msgid "`Command`: x2many commands namespace" -msgstr "" +msgstr "`Command`: espacios de nombres de comandos x2many." #: ../../content/applications/studio/automated_actions.rst:322 msgid "`action = {...}`: to return an action" -msgstr "" +msgstr "`action = {...}`: para devolver una acción." #: ../../content/applications/studio/automated_actions.rst:325 msgid "" "The available variables are described both in the :guilabel:`Code` and " ":guilabel:`Help` tabs." msgstr "" +"Las variables disponibles se describen en las pestañas :guilabel:`Código` y " +":guilabel:`Ayuda`." #: ../../content/applications/studio/automated_actions.rst:328 msgid "Send Webhook Notification" @@ -682,6 +912,8 @@ msgid "" "This action allows to send a POST request with the values of the " ":guilabel:`Fields` to the URL specified in the :guilabel:`URL` field." msgstr "" +"Esta acción permite enviar una solicitud POST con los valores de los " +":guilabel:`campos` a la URL especificada en el campo :guilabel:`URL`." #: ../../content/applications/studio/automated_actions.rst:333 msgid "" @@ -689,6 +921,9 @@ msgid "" "the request using a random record's data or dummy data if no record is " "available." msgstr "" +"La :guilabel:`Carga efectiva de ejemplo` proporciona una vista previa de los" +" datos que se incluyen en la solicitud usando los datos de un registro al " +"azar o datos de prueba si es que no hay registros disponibles." #: ../../content/applications/studio/automated_actions.rst:339 msgid "Execute Existing Actions" @@ -701,6 +936,11 @@ msgid "" ":guilabel:`Add: Child Actions` pop-up, select an existing action or click " ":guilabel:`New` to create a new one." msgstr "" +"La acción se usa para activar varias acciones (vinculadas al modelo actual) " +"al mismo tiempo. Para hacerlo, haga clic en :guilabel:`Agregar una línea` y " +"después, en la ventana emergente :guilabel:`Agregar: acciones secundarias`, " +"seleccione una acción existente o haga clic en :guilabel:`Nueva` para crear " +"una acción nueva." #: ../../content/applications/studio/fields.rst:3 msgid "Fields and widgets" diff --git a/locale/es/LC_MESSAGES/websites.po b/locale/es/LC_MESSAGES/websites.po index 7f58c0277..7b592f499 100644 --- a/locale/es/LC_MESSAGES/websites.po +++ b/locale/es/LC_MESSAGES/websites.po @@ -18,17 +18,17 @@ # Braulio D. López Vázquez , 2024 # Wil Odoo, 2024 # Larissa Manderfeld, 2024 -# Fernanda Alvarez, 2024 # Patricia Gutiérrez Capetillo , 2024 +# Fernanda Alvarez, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Patricia Gutiérrez Capetillo , 2024\n" +"Last-Translator: Fernanda Alvarez, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1026,7 +1026,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Configuración" @@ -1185,14 +1185,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -1220,37 +1218,37 @@ msgstr "" " envío se calculan de forma automática según cada orden y también se generan" " sus etiquetas." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "Disponibilidad para sitio web" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -1267,11 +1265,11 @@ msgstr "" "Si lo deja **vacío** el método de envío estará disponible en **todos** los " "sitios web." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "Método de entrega al finalizar la compra" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1808,6 +1806,18 @@ msgstr "" "**no** se reservará. Las órdenes se deben confirmar de manera manual para " "reservar los productos en el inventario." +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "Devoluciones y reembolsos" @@ -8611,134 +8621,81 @@ msgstr "Barra de cookies" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" -"Las cookies son pequeños archivos de texto que se envían a su dispositivo " -"cada vez que visita un sitio web. El navegador las procesa y almacena ya que" -" contienen información acerca de su visita, tal como datos de inicio de " -"sesión, ubicación, idioma, etc. Hay dos tipos principales de cookies:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" -msgstr "" -"Cookies esenciales, que son necesarias para que el sitio web funcione de " -"forma correcta." +"Las **cookies** son pequeños archivos de texto que se envían a su " +"dispositivo cuando visita un sitio web. Su navegador las procesa y almacena," +" y estas rastrean información del usuario como detalles de inicio de sesión," +" sus preferencias e historial de navegación. Las **cookies esenciales** son " +"necesarias para que el sitio web funcione, mientras que las **cookies " +"opcionales** se utilizan para analizar el comportamiento o mostrar anuncios." #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" -"Cookies no esenciales u opcionales, que se utilizan para analizar su " -"comportamiento o mostrarle publicidad." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." -msgstr "Ejemplo de una barra de cookies con diseño emergente." +"Las leyes de protección de datos requieren que le notifique a los usuarios " +"sobre los métodos y propósitos de recopilación de datos. La **barra de " +"cookies** cumple con esta obligación y se lo informa a los usuarios en su " +"primera visita, además de que les permite decidir si almacenar todas las " +"cookies en su dispositivo o solo las esenciales." #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." -msgstr "" -"Las leyes de protección de datos como el `RGPD `_ requieren" -" notificar a los usuarios sobre la recopilación de datos, así como sus " -"métodos y propósitos. Con frecuencia, las barras de cookies se utilizan para" -" cumplir con esta obligación de manera amigable y transparente con el " -"usuario. Se muestran de inmediato en la primera visita del usuario para " -"informarle que el sitio web utiliza cookies y permitir que decida si desea " -"almacenar cookies no esenciales en su dispositivo." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 -msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" "Para habilitar la barra de cookies en su sitio web de Odoo, vaya a " -":menuselection:`Sitio web --> Configuración` y habilite la :guilabel:`barra " -"de cookies` en la sección de :guilabel:`Privacidad`." +":menuselection:`Sitio web --> Configuración --> Ajustes` y habilite la " +":guilabel:`barra de cookies` en la sección de :guilabel:`Privacidad`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." msgstr "" -"Puede :ref:`personalizar la apariencia de su barra de cookies ` y :ref:`editar el contenido de la página relacionada con" -" la política de cookies `." +"La página :ref:`Política de cookies ` (`/cookie-policy`)" +" se crea en automático al habilitar la barra de cookies." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "Personalización" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" -"Para adaptar la visualización de la barra de cookies, haga clic en " -":guilabel:`Editar` y seleccione el bloque de creación :guilabel:`Barra de " -"cookies` en los :guilabel:`elementos invisibles` en la parte inferior del " -"panel. Personalícela con las opciones en la pestaña :guilabel:`Personalizar`" -" en el panel de edición. Hay tres :guilabel:`diseños` disponibles:" +"Haga clic en :guilabel:`Editar` para adaptar la visualización de la barra de" +" cookies, después vaya a la sección :guilabel:`Elementos envisibles` en la " +"parte inferior del panel y haga clic en :guilabel:`Barra de cookies`. Puede " +"modificar su :guilabel:`diseño` y :guilabel:`tamaño`, además de activar un " +":guilabel:`fondo` para oscurecer la página en segundo plano cuando la barra " +"de cookies aparezca en la pantalla." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr ":guilabel:`Discreto`: barra delgada" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr ":guilabel:`Clásico`: banner" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -":guilabel:`Emergente`: puede cambiar la :guilabel:`posición` de la ventana " -"emergente a la :guilabel:`parte superior`, :guilabel:`media` o " -":guilabel:`inferior` de la pantalla." +"Haga clic en cualquier parte del bloque de creación para personalizar más la" +" apariencia de la barra de cookies con las opciones de personalización " +":guilabel:`Bloque`, :guilabel:`Columna` y :guilabel:`Texto en línea`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "Además, también puede:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "modificar el :guilabel:`tamaño` de la barra de cookies;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" -"habilitar un :guilabel:`fondo` para oscurecer la página en el fondo cuando " -"aparece la barra de cookies en la pantalla." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" -"personalizar más la apariencia de la barra de cookies con las opciones de " -"personalización de :guilabel:`Bloque` o :guilabel:`Columna` disponibles " -"después de hacer clic en cualquier parte del bloque de creación." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." @@ -8746,45 +8703,43 @@ msgstr "" "Para editar el contenido de la barra de cookies (por ejemplo, el mensaje de " "consentimiento) haga clic en el bloque de creación." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." -msgstr "" -"El panel de edición del sitio web de Odoo para personalizar la barra de " -"cookies." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "Política de cookies" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" "Cuando habilita la barra de cookies para su sitio web, Odoo crea la página " -"de **Política de cookies** (`/cookie-policy`) con la lista de cookies " -"esenciales y opcionales. Para acceder a ella, haga clic en el hipervínculo " -":guilabel:`Política de cookies` en la barra de cookies o abra la página " -"desde :menuselection:`Sitio web --> Páginas`." +"de **Política de Cookies** (`/cookie-policy`) que incluye una lista no " +"exhaustiva de cookies, con su propósito y ejemplos. Para acceder a ella, " +"haga clic en el hipervínculo :guilabel:`Política de cookies` en la barra de " +"cookies o abra la página desde :menuselection:`Sitio web --> Sitio --> " +"Páginas`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -"En caso de que sea necesario, puede adaptar el contenido de la página según " -"las características y funciones de su sitio web." +"Haga clic en el botón :guilabel:`Editar` para adaptar el contenido de la " +"página a sus necesidades." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." msgstr "" -"Por ejemplo, podría agregar un enlace que proporcione acceso a esta página " -"en el pie de página de su sitio web." +"Por ejemplo, podría agregar un enlace a esta página en el pie de página de " +"su sitio web." + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" +msgstr ":doc:`Páginas <../pages>`" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" diff --git a/locale/fr/LC_MESSAGES/administration.po b/locale/fr/LC_MESSAGES/administration.po index a06e2e34c..60676e08d 100644 --- a/locale/fr/LC_MESSAGES/administration.po +++ b/locale/fr/LC_MESSAGES/administration.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Jolien De Paepe, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -584,8 +584,8 @@ msgid "Deactivated features" msgstr "Fonctionnalités désactivées" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "Voici une liste non exhaustive des paramètres désactivés :" +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -615,7 +615,11 @@ msgstr "modes de livraison" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -5022,7 +5026,6 @@ msgstr "Admin" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8865,14 +8868,7 @@ msgstr "" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "Août 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -8890,6 +8886,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "Août 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Juin 2023" diff --git a/locale/fr/LC_MESSAGES/essentials.po b/locale/fr/LC_MESSAGES/essentials.po index b6e8e6aa5..59862b241 100644 --- a/locale/fr/LC_MESSAGES/essentials.po +++ b/locale/fr/LC_MESSAGES/essentials.po @@ -8,17 +8,17 @@ # Cécile Collart , 2024 # Jonathan Castillo , 2024 # Emmanuel Chaumery, 2024 -# Jolien De Paepe, 2024 # Wil Odoo, 2024 +# Jolien De Paepe, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Jolien De Paepe, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -34,56 +34,55 @@ msgstr "" msgid "Activities" msgstr "Activités" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Planifier des activités" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -91,15 +90,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -111,28 +110,24 @@ msgstr "" msgid "New activity type form." msgstr "Formulaire d'un nouveau type d'activité." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Vue kanban" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -142,100 +137,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "La vue kanban du pipeline CRM et l'option de planifier une activité." -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Vue de liste" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "La vue liste du pipeline CRM et l'option de planifier une activité." -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Vue d'activité" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"Les couleurs de l'activité et leur relation à la date d'échéance d'une " -"activité sont cohérentes dans Odoo, indépendamment du type d'activité ou de " -"la vue." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -244,11 +236,11 @@ msgid "" msgstr "" "La vue activité du pipeline CRM et l'option de planifier une activité." -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -257,12 +249,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -270,86 +262,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -357,7 +341,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -367,23 +351,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "Vue des pistes CRM et l'option de planifier une activité." -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -392,14 +376,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -411,11 +395,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -423,18 +407,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -443,26 +427,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -473,11 +457,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "Types d'activité" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -489,7 +473,7 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -497,82 +481,94 @@ msgstr "" "La page des :guilabel:`Types d'activité` s'ouvre et affiche les types " "d'activité existants." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Les applications individuelles ont une liste de *Types d'activité* dédiés à " +"cette application. Par exemple, pour voir et modifier les activités " +"disponibles pour l'application *CRM*, allez à l'app :menuselection:`CRM --> " +"Configuration --> Types d'activité`." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -580,13 +576,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -594,13 +590,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -611,27 +607,27 @@ msgstr "" "activité. Toutefois, elles peuvent être modifiées avant que l'activité ne " "soit planifiée ou enregistrée." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -639,13 +635,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -653,19 +649,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -673,7 +669,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -684,14 +680,562 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Contacts" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Nom" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Adresse" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "Ajoutez un contact/une adresse au formulaire de contact." + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "Sélectionnez l'une des options suivantes :" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" +":guilabel:`Contact` : ajoute un autre contact au formulaire de contact " +"existant." + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" +":guilabel:`Adresse de facturation` : ajoute une adresse de facturation " +"spécifique à un formulaire de contact existant." + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" +":guilabel:`Adresse de livraison` : ajoute une adresse de livraison " +"spécifique au formulaire de contact existant." + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" +":guilabel:`Autre adresse` : ajoute une adresse alternative au formulaire de " +"contact existant." + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" +":guilabel:`Adresse personnelle` : ajoute une adresse personnelle au " +"formulaire de contact existant." + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" +"Créez un nouveau contact/une nouvelle adresse sur un formulaire de contact." + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Exporter et importer des données" diff --git a/locale/fr/LC_MESSAGES/finance.po b/locale/fr/LC_MESSAGES/finance.po index b529e5ca4..261d0ca3f 100644 --- a/locale/fr/LC_MESSAGES/finance.po +++ b/locale/fr/LC_MESSAGES/finance.po @@ -28,17 +28,17 @@ # Cécile Collart , 2024 # Jolien De Paepe, 2024 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Manon Rondou, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Manon Rondou, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -110,7 +110,7 @@ msgstr "" " cohérente et que les comptes sont toujours équilibrés." #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" ":doc:`Aide-mémoire de comptabilité `" @@ -134,11 +134,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`Comptabilité de trésorerie `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "Multi-sociétés" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -153,11 +154,11 @@ msgstr "" "plusieurs sociétés, mais ne peuvent travailler que sur la comptabilité d'une" " seule société à la fois." -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "Environnement multi-devise" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -175,7 +176,7 @@ msgstr "" " la société et la valeur de la devise de la transaction. Odoo génère des " "gains et des pertes de change après avoir lettré les écritures comptables." -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" @@ -183,22 +184,22 @@ msgstr "" ":doc:`Gérer une banque dans une devise étrangère " "`" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "Standards internationaux" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -212,15 +213,15 @@ msgstr "" "Des positions fiscales existent pour répondre aux spécificités régionales " "telles que le plan comptable, les taxes ou toute autre exigence." -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`Packages de localisation fiscale `" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "Les comptes clients et fournisseurs" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -230,7 +231,7 @@ msgstr "" "pour les dettes. Comme les transactions sont liées à vos **contacts**, vous " "pouvez générer un rapport par client, vendeur ou fournisseur." -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -240,14 +241,14 @@ msgstr "" " fournisseurs. Il est disponible en allant à :menuselection:`Comptabilité " "--> Analyse --> Grand livre des partenaires`. " -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Analyse" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" @@ -255,120 +256,122 @@ msgstr "" "Les :doc:`rapports ` financiers suivants sont " "disponibles et mis à jour en temps réel :" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Rapports financiers" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Relevé" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Bilan" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Compte de résultat" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "Flux de trésorerie" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Déclaration de TVA" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "Relevé intra-communautaire" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Audit" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "Grand livre" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Balance générale" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "Rapport du journal" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "Rapport Intrastat" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "Registre des chèques" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Partenaire" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "Grand livre des partenaires" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "Balance âgée des clients" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "Balance âgée des fournisseurs" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Gestion" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "Analyse des factures" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "Écarts latents de change" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "Tableau d'amortissement" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "Dépenses non admises" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "Analyse des budgets" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "Marges des produits" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "Rapport 1099" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." @@ -376,7 +379,7 @@ msgstr "" ":doc:`Créez et personnalisez des rapports ` " "avec le moteur des rapports d'Odoo." -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." @@ -384,7 +387,7 @@ msgstr "" "Odoo calcule toutes les transactions comptables pour la période fiscale " "spécifique et utilise ces totaux pour calculer l'obligation fiscale." -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -395,7 +398,7 @@ msgstr "" "la TVA. Toute correction aux factures clients et aux factures fournisseurs " "doit être enregistrée au cours de la période suivante." -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" @@ -405,12 +408,12 @@ msgstr "" " TVA peut être générée afin de pouvoir la charger sur la plateforme TVA de " "l'autorité fiscale concernée." -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "Synchronisation bancaire" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -423,16 +426,16 @@ msgstr "" "trésorerie sans devoir vous connecter à l'établissement bancaire en ligne ou" " attendre les relevés bancaires papier." -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" ":doc:`Synchronisation bancaire `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "Valorisation des stocks" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -443,16 +446,16 @@ msgstr "" "méthodes disponibles sont prix standard, prix moyen, :abbr:`LIFO (Last-In, " "First-Out)` et :abbr:`FIFO (First-In, First-Out).`" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "Bénéfices non distribués" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -464,11 +467,11 @@ msgstr "" " sorte qu'aucun journal de fin d'exercice ou report n'est nécessaire. Les " "pertes et profits sont automatiquement reportés dans le bilan." -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "Fiduciaires" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -478,11 +481,11 @@ msgstr "" ":menuselection:`Comptabilité --> Configuration --> Paramètres --> Mode " "Fiduciaires`. Lorsqu'il est activé :" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "La séquence du document devient modifiable sur tous les documents ;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -491,7 +494,7 @@ msgstr "" "et contrôler l'encodage en automatisant la création de lignes avec le bon " "compte et taxe ;" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -499,7 +502,7 @@ msgstr "" "La :guilabel:`Date de la facture client` et la :guilabel:`Date de la facture" " fournisseur` sont préremplies lors de l'encodage d'une transaction." -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -749,10 +752,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -3428,6 +3433,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Taxes" @@ -4978,7 +4984,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -7145,7 +7151,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -7694,8 +7700,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -8042,6 +8048,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Plan comptable" @@ -8068,11 +8075,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "Regroupez les comptes par type dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "Configuration d'un compte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -8082,14 +8089,14 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -8097,22 +8104,22 @@ msgstr "" "Il n'est pas possible de modifier la **localisation fiscale** d'une " "entreprise une fois qu'une pièce comptable a été comptabilisée." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "Code et nom" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Type" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -8120,65 +8127,65 @@ msgstr "" "Il est très important de configurer correctement le **type de compte**, car " "il a de multiples fonctions :" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "Informations sur l'objectif et le comportement du compte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" "Générer des rapports juridiques et financiers spécifiques à chaque pays" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "Définir les règles pour clôturer un exercice" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "Générer des écritures d'ouverture" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Rapport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Catégorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Types de compte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Bilan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Assets" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Client" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banque et espèces" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -8186,148 +8193,148 @@ msgstr "Banque et espèces" msgid "Current Assets" msgstr "Actifs circulants" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Actif immobilisé" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Acomptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Immobilisations" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Passifs" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Fournisseur" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Carte de crédit" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Passifs circulants" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Passif immobilisé" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Fonds propres" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Bénéfices de l'exercice en cours" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Pertes & Profits" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Produits" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Autres produits" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Note de frais" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Amortissement" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Coût des revenus" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Autre" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Hors bilan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" ":guilabel:`Non` : il s'agit de la valeur par défaut. Rien ne se passe." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Taxes par défaut" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Étiquettes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Groupes de comptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8337,11 +8344,11 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "Créer manuellement des groupes de comptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8350,7 +8357,7 @@ msgstr "" "manuellement des groupes de comptes. La section suivante n'est destinée qu'à" " des cas d'utilisation rares et avancés." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8364,7 +8371,7 @@ msgstr "" msgid "Account groups creation." msgstr "Création de groupes de comptes." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8375,11 +8382,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Groupes de compte dans la balance générale dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "Autoriser le lettrage" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8388,7 +8395,7 @@ msgstr "" "transactions d'un mode de paiement, peuvent être utilisés pour le lettrage " "des pièces comptables." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8400,7 +8407,7 @@ msgstr "" "compte utilisé pour enregistrer les paiements par carte de crédit doit être " "configuré de manière à **autoriser le lettrage**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8411,11 +8418,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Obsolète" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8423,23 +8430,23 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8447,7 +8454,7 @@ msgstr "" "`Tutoriels Odoo : Plan comptable `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8866,7 +8873,7 @@ msgid "Total to pay" msgstr "Total à payer" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Rapprochement bancaire" @@ -9500,13 +9507,13 @@ msgstr "" "`Tutoriels Odoo : Configuration bancaire " "`_" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" "Enregistrer un paiement à partir d'une facture client ou d'une facture " "fournisseur" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -9518,7 +9525,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -9529,19 +9536,19 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -9551,7 +9558,7 @@ msgstr "" "différente, une écriture comptable est automatiquement créée pour " "enregistrer le montant des gains/pertes de change (extourne)." -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -9562,7 +9569,7 @@ msgstr "" "automatiquement créée pour enregistrement le montant de la TVA sur " "encaissements (extourne)." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -9570,12 +9577,12 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" "Enregistrer des paiements non associés à une facture client ou fournisseur" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -9584,11 +9591,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "Lettrer les factures clients et fournisseurs aux paiements" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -9600,17 +9607,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "Paiements par lot" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -9622,19 +9629,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "Lettrage des paiements" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -9649,7 +9656,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -9660,11 +9667,11 @@ msgstr "" "restant qui devra être lettré ultérieurement ou qui doit être annulé " "directement." -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "Lettrage des paiements par lot" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -9679,11 +9686,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -9699,11 +9706,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "Rapprocher des paiements avec les relevés bancaires" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -11169,6 +11176,7 @@ msgid "Compatible check stationery for printing checks" msgstr "Papier à chèque compatible pour l'impression de chèques" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "États-Unis" @@ -11687,11 +11695,11 @@ msgstr "" "Le **Bilan** montre un aperçu des actifs, des passifs et des fonds propres " "de votre organisation à une date particulière." -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Compte de résultat" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -11701,11 +11709,11 @@ msgstr "" "revenu net de votre organisation, en déduisant les charges des produits pour" " la période considérée." -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Résumé général" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." @@ -11713,7 +11721,7 @@ msgstr "" "Le **Résumé général** permet de consulter rapidement tous les chiffres " "importants dont vous avez besoin pour gérer votre entreprise." -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" @@ -11721,15 +11729,15 @@ msgstr "" "En termes très simples, voilà ce que rapporte chacun des éléments de cette " "section :" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**Performance :**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**Marge bénéficiaire brute :**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." @@ -11738,11 +11746,11 @@ msgstr "" "moins les coûts directs nécessaires pour faire ces ventes (comme la " "main-d'œuvre, les matériaux, etc.)." -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**Marge bénéficiaire nette :**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -11754,11 +11762,11 @@ msgstr "" " les frais généraux fixes de votre entreprise (comme le loyer, " "l'électricité, les impôts que vous devez payer à la suite de ces ventes)." -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**Retour sur investissement (p.a.) :**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." @@ -11766,15 +11774,15 @@ msgstr "" "Il s'agit du ratio entre le bénéfice net réalisé et le montant des actifs " "utilisés par l'entreprise pour réaliser ces bénéfices." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**Position :**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**Délai moyen de recouvrement :**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." @@ -11782,11 +11790,11 @@ msgstr "" "Le nombre moyen de jours qu'il faut à vos clients pour vous payer " "(intégralement), calculé à partir de toutes vos factures clients." -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**Délai moyen de règlement fournisseur :**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." @@ -11794,11 +11802,11 @@ msgstr "" "Le nombre moyen de jours qu'il vous faut pour payer (intégralement) vos " "fournisseurs, calculé à partir de toutes vos factures fournisseurs." -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**Prévisions de trésorerie à court terme :**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -11808,11 +11816,11 @@ msgstr "" "pour le mois prochain, c'est-à-dire le solde de votre **Compte des ventes** " "pour le mois moins le solde de votre **Compte des achats** pour le mois." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**Ratio actif circulant/passif circulant :**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -11825,11 +11833,11 @@ msgstr "" "échéance dans l'année à venir). Ce ratio est généralement utilisé pour " "mesurer la capacité d'une entreprise à rembourser sa dette." -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Grand livre" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -11843,11 +11851,11 @@ msgstr "" "transactions ou des exceptions. Ce rapport est utile pour vérifier toutes " "les transactions qui ont eu lieu au cours d'une certaine période de temps." -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Balance agée des fournisseurs" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " @@ -11857,11 +11865,11 @@ msgstr "" " fournisseurs individuelles, les avoirs et le trop-payé que vous devez, " "ainsi que la durée pendant laquelle ils sont restés impayés." -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Balance âgée des clients" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." @@ -11870,11 +11878,11 @@ msgstr "" "attente de paiement au cours d'un mois sélectionné et de plusieurs mois " "antérieurs." -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Flux de trésorerie" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -11885,12 +11893,12 @@ msgstr "" "décompense l'analyse en activités d'exploitation, d'investissement et de " "financement." -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Déclaration de TVA" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -15715,6 +15723,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -21428,6 +21436,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "Installation des modules" @@ -23851,6 +23860,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -24002,6 +24012,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -24722,6 +24733,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Paie" @@ -26574,6 +26586,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "Escompte" @@ -26597,6 +26610,7 @@ msgstr "" ":guilabel:`Toujours (sur facture)`." #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" @@ -27924,6 +27938,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Avoirs" @@ -34162,7 +34177,7 @@ msgid "2-digits comparison" msgstr "Comparaison à 2 chiffres" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Modèle" @@ -37664,7 +37679,21 @@ msgstr "" "avant de le charger sur le **portail GST** en cliquant sur " ":guilabel:`Rapport GSTR-1` ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -37678,7 +37707,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "GSTR-1 avec le statut En cours d'envoi" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -37694,7 +37723,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "GSTR-1 avec le statut En attente de statut" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -37706,7 +37735,7 @@ msgstr "" ":guilabel:`Erreur dans la facture` indique que certaines factures ne sont " "pas complétées correctement pour être validées par le **portail GST** ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -37718,7 +37747,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "GSTR-1 envoyé" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -37739,7 +37768,7 @@ msgstr "GSTR-1 Erreur dans la facture" msgid "GSTR-1 Error in Invoice Log" msgstr "GSTR-1 Erreur dans la facture Journal" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -37753,11 +37782,11 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "GSTR-1 avec le statut Déposé" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "Recevoir GSTR-2B" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" @@ -37766,7 +37795,7 @@ msgstr "" "GST**. Ceci lettre automatiquement le rapport **GSTR-2B** avec vos factures " "dans Odoo ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -37783,7 +37812,7 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "GSTR-2B avec le Statut En attente de réception" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " @@ -37793,7 +37822,7 @@ msgstr "" ":guilabel:`En cours de traitement`. Cela signifie qu'Odoo est en train de " "lettrer le rapport **GSTR-2B** avec vos facture dans Odoo ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" @@ -37801,7 +37830,7 @@ msgstr "" "Une fois cela fait, le statut du rapport **GSTR-2B** passe à " ":guilabel:`Lettré` ou :guilabel:`Partiellement lettré` ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "Si le statut est :guilabel:`Lettré` :" @@ -37809,7 +37838,7 @@ msgstr "Si le statut est :guilabel:`Lettré` :" msgid "GSTR-2B Matched" msgstr "GSTR-2B Lettré" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -37827,12 +37856,12 @@ msgstr "GSTR-2B Partiellement lettré" msgid "GSTR-2B Reconciled Bills" msgstr "GSTR-2B Factures lettrées" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "Rapport GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " @@ -37843,7 +37872,7 @@ msgstr "" "automatiquement suite à l'extraction des informations des rapports " "**GSTR-1** et **GSTR-2**." -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" @@ -37853,7 +37882,7 @@ msgstr "" "**GSTR-3** disponible sur le **portail GST** pour vérifier s'ils " "correspondent en cliquant sur :guilabel:`Rapport GSTR-3` ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -37867,7 +37896,7 @@ msgstr "" msgid "GSTR-3" msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -37881,7 +37910,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "Comptabiliser l'écriture GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -37892,15 +37921,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "GSTR-3 Déposé" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "Déclarations d'impôt" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "Rapport GSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -37917,27 +37946,27 @@ msgstr "" msgid "GSTR-1 Report" msgstr "Rapport GSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "Le rapport :guilabel:`GSTR-3` contient différentes sections :" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" "Détails des livraisons entrantes et sortantes soumises à une " "**autoliquidation** ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr ":abbr:`ITC (Income Tax Credit)` éligible ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" "Valeurs des livraisons entrantes **exonérées**, **non taxées**, et **non " "soumises à la GST** ;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" "Détails des livraisons inter-étatiques effectuées à des personnes **non " @@ -39440,262 +39469,650 @@ msgstr "Kenya" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -":ref:`Installez ` les modules suivants pour obtenir toutes " -"les fonctionnalités de la localisation kenyane :" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" -msgstr ":guilabel:`Kenya - Comptabilité`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "`l10n_ke`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" -"L'installation de ce module vous donne accès à la liste des comptes utilisés" -" dans les GAAP locaux et la liste des taxes courantes (TVA, etc.)." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr ":guilabel:`Kenya - Rapports comptables`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" -msgstr "`l10n_ke_reports`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -"L'installation de ce module vous donne accès aux rapports comptables " -"améliorés pour le Kenya, tels que le compte de résultat et le bilan." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 -msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 +msgid "" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" -"Vous devez également installer le package **Intégration de l'appareil Tremol" -" pour l'EDI au Kenya** pour pouvoir déclarer vos taxes à la **Kenya Revenue " -"Authority (KRA)** en utilisant l'Unité de contrôle G03 Tremol :" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr ":guilabel:`Intégration de l'appareil Tremol pour l'EDI au Kenya`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" -msgstr "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -"L'installation de ce module s'intègre à l'unité de contrôle kenyane G03 " -"tremol pour déclarer les taxes à la KRA par le biais de TIMS." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" -"Les trois modules du package de localisation fiscale kenyane dans Odoo" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" -msgstr "Intégration TIMS au Kenya" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -"La Kenya Revenue Authority (KRA) a décidé de digitaliser le recouvrement des" -" taxes via le **Tax Invoice Management System (TIMS)**. À partir du 1er " -"décembre 2022, toutes les personnes assujetties à la TVA doivent se " -"conformer au TIMS. L'objectif est de réduire la fraude à la TVA, d'augmenter" -" les recettes fiscales et d'améliorer la conformité à la TVA grâce à la " -"normalisation, la validation et la transmission des factures à la KRA en " -"temps réel ou presque." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" -"Tous les contribuables assujettis à la TVA doivent utiliser un **registre " -"fiscal conforme**. Odoo a décidé de développer l'intégration de l'**Unité de" -" contrôle G03 Tremol (type C)**, qui peut s'exécuter localement via USB. Ce " -"dispositif valide les factures pour assurer que les documents financiers " -"répondent aux nouvelles réglementation et envoie les factures fiscales " -"validées directement à la KRA. Vous devez installer un serveur proxy qui " -"fournit une passerelle entre les utilisateurs et l'internet." #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" -msgstr "Installer le serveur proxy sur un appareil Windows" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -"Allez à `odoo.com/download `_, complétez" -" les informations requises et cliquez sur :guilabel:`Télécharger`." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" -msgstr "Installez le serveur proxy sur un appareil Windows" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 -msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." msgstr "" -"Une fois qu'il est chargé sur votre ordinateur, un assistant s'ouvre. Vous " -"devez lire et accepter les conditions générales. Sur la page suivante, " -"sélectionnez le :guilabel:`type d'installation : Odoo IoT`. Puis cliquez sur" -" :guilabel:`Suivant` et sur :guilabel:`Installer`. Une fois l'installation " -"terminée, cliquez sur :guilabel:`Suivant`. Cochez la case :guilabel:`Lancer " -"Odoo` pour être redirigé automatiquement vers Odoo, puis cliquez sur " -":guilabel:`Terminer`." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "Votre IoT box est fonctionnelle" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 -msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." +msgid "List of fetched OSCU codes." msgstr "" -"Si le dispositif n'est pas détecté, essayez de le rebrancher ou cliquez sur " -"le bouton :guilabel:`Relancer` dans le coin supérieur droit." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" -msgstr "Envoyer les données à la KRA via l'Unité de contrôle G03 Tremol" +msgid "Notices" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -"Comme prérequis, vérifiez que les :ref:`modules comptables kenyans " -"` sont installés sur votre base de " -"données. Allez ensuite à :menuselection:`Comptabilité --> Configuration --> " -"Paramètres --> section Intégration TIMS au Kenya` et vérifiez que " -"l':guilabel:`Adresse proxy de l'unité de contrôle` correspond à l'adresse de" -" l'IoT box." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -"Pour envoyer les données à la KRA, créez une nouvelle facture en allant au " -"tableau de bord :menuselection:`Comptabilité --> Carte de facturation " -"client` en cliquant sur :guilabel:`Nouvelle facture`. Lors de la " -"confirmation d'une nouvelle facture, le bouton :guilabel:`Envoyer la facture" -" au dispositif fiscal` s'affiche. Le fait de cliquer dessus envoie les " -"détails de la facture au dispositif et du dispositif au gouvernement. Le " -"champ :guilabel:`Numéro de facture CU` est désormais complété dans votre " -"facture, confirmant l'envoi des informations." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -"L'onglet :guilabel:`Dispositif fiscal G03 Tremol` contient des champs qui " -"sont complétés automatiquement une fois que la facture est envoyée au " -"gouvernement :" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." -msgstr ":guilabel:`Code QR CU` : Url du portail KRA qui reflète un code QR." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -":guilabel:`Numéro de série CU` : reflète le numéro de série de l'appareil." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 -msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -":guilabel:`Date et heure de signature CU` : La date et l'heure auxquelles la" -" facture a été envoyée à la KRA." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -"Si vous cliquez sur :guilabel:`Envoyer et imprimer`, un .pdf de la facture " -"est généré. Les :guilabel:`informations du dispositif fiscal kenyan` sont " -"mentionnées sur le document." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 +msgid "" +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Facturation" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" -"Pour vérifier que la KRA a reçu les informations relatives à la facture, " -"notez le :guilabel:`Numéro de facture CU` et saisissez-le dans la section " -":guilabel:`Vérificateur de numéro de facture` sur le `site web de la Kenya " -"Revenue Authority `_. Cliquez sur " -":guilabel:`Valider` et trouvez les détails de la facture." #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 msgid "Luxembourg" @@ -39945,6 +40362,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Prérequis" @@ -43329,6 +43747,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -45784,7 +46203,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:122 msgid "Mobile Number" -msgstr "" +msgstr "Numéro de téléphone" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:131 msgid "PromptPay QR bank account configuration" @@ -46592,6 +47011,1423 @@ msgstr "" "Pendant ce processus, le bouton :guilabel:`Connexion au HMRC` n'apparaît " "plus pour les sociétés basées au Royaume-Uni." +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Contrats des employés" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Créer un paiement par lot" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "Tous les paiements du lot doivent partager le même mode de paiement." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnam" @@ -48143,11 +49979,11 @@ msgstr "" "Après **30 jours**, la transaction est **automatiquement annulée** par " "Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "Paiements ACH (uniquement les USA)" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." @@ -48155,7 +49991,7 @@ msgstr "" ":abbr:`ACH (automated clearing house)` est un système de transfert " "électronique de fonds utilisé entre des comptes bancaires aux États-Unis." -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -48167,7 +50003,7 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." @@ -48176,15 +50012,15 @@ msgstr "" ":guilabel:`Activé` pour un compte normal et en :guilabel:`Mode test` pour un" " compte sandbox." -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "Importer un relevé Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "Exporter depuis Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "Pour exporter un relevé :" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "Connectez-vous à Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." @@ -48210,7 +50046,7 @@ msgstr "" "Allez à :menuselection:`Compte --> Relevés --> Relevé de règlement " "eCheck.Net`." -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." @@ -48219,7 +50055,7 @@ msgstr "" "d'*ouverture* et de *clôture*. Toutes les transactions comprises dans les " "deux règlements par lot seront exportées vers Odoo." -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -48237,7 +50073,7 @@ msgstr "Sélection des transactions Authorize.Net à importer" msgid "Settlement batch of an Authorize.Net statement" msgstr "Lot de règlement d'un relevé Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." @@ -48245,18 +50081,18 @@ msgstr "" "Dans ce cas, le premier lot (01/01/2021) de l'année correspond au règlement " "du 31/12/2020, donc le règlement d'**ouverture** date du 31/12/2020." -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" "Une fois que les données se trouvent dans la feuille :guilabel:`Report 1 " "Download` :" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" "Allez à l'onglet :guilabel:`Recherche de transaction` sur Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" @@ -48266,13 +50102,13 @@ msgstr "" "dates de règlement par mot précédemment utilisée dans les champs " ":guilabel:`Du :` et :guilabel:`Au :` et cliquez sur :guilabel:`Rechercher`." -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" "Lorsque la liste a été générée, cliquez sur :guilabel:`Télécharger vers " "fichier`." -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " @@ -48282,7 +50118,7 @@ msgstr "" "réponse CAVV/séparés par des virgules`, activez :guilabel:`Inclure les en-" "têtes de colonne` et cliquez sur :guilabel:`Soumettre`." -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " @@ -48292,7 +50128,7 @@ msgstr "" "et collez-les dans la feuille :guilabel:`Report 2 Download` du :ref:`modèle " "d'importation Excel `." -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -48309,7 +50145,7 @@ msgstr "" ":guilabel:`transit for report 1` ou :guilabel:`2` et collez-les dans les " "lignes vides." -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." @@ -48317,20 +50153,20 @@ msgstr "" "Pour obtenir le bon solde de clôture, **ne supprimez aucune** ligne dans les" " feuilles Excel." -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "Importer dans Odoo" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "Pour importer les données dans Odoo :" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" "Ouvez le :ref:`modèle d'importation Excel `." -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " @@ -48340,7 +50176,7 @@ msgstr "" "utilisez le *collage spécial* pour uniquement coller les valeurs dans la " "feuille :guilabel:`Odoo Import to CSV`." -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -48353,13 +50189,13 @@ msgstr "" " à :menuselection:`Authorize.Net --> Compte --> Relevés --> Relevé de " "règlement eCheck.Net`." -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" "Recherchez :guilabel:`Charge transaction/rétrofacturation` et cliquez " "dessus." -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " @@ -48369,7 +50205,7 @@ msgstr "" ":guilabel:`Libellé` de la feuille :guilabel:`Odoo Import to CSV` et ajoutez " "`Rétrofacturation /` devant la description." -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " @@ -48380,7 +50216,7 @@ msgstr "" "copiez/collez la description dans chaque ligne de :guilabel:`Libellé` " "respective." -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -48393,7 +50229,7 @@ msgstr "" msgid "Chargeback description" msgstr "Description de la rétrofacturation" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " @@ -48403,7 +50239,7 @@ msgstr "" "et modifiez le format de la colonne :guilabel:`Montant` de la feuille " ":guilabel:`Odoo Import to CSV` en *Nombre*." -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " @@ -48413,7 +50249,7 @@ msgstr "" "une transaction` et recherchez à nouveau les dates de règlement des lots " "précédemment utilisées." -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " @@ -48423,7 +50259,7 @@ msgstr "" "aux dates des paiements associés trouvées dans la colonne :guilabel:`Date` " "de la feuille :guilabel:`Odoo Import to CSV`." -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." @@ -48431,7 +50267,7 @@ msgstr "" "Si ce n'est pas le cas, remplacez la date par celle d'eCheck.Net. Triez la " "colonne par *date* et assurez-vous que le format est `MM/DD/YYYY`." -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " @@ -48441,7 +50277,7 @@ msgstr "" ":guilabel:`Odoo Import to CSV`, collez-les dans un nouveau fichier Excel et " "enregistrez-les en utilisant le format CSV." -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -48453,7 +50289,7 @@ msgstr "" ":menuselection:`Favoris --> Importer des enregistrements --> Télécharger le " "fichier`. Sélectionnez le fichier CSV et chargez-le dans Odoo." -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/fr/LC_MESSAGES/general.po b/locale/fr/LC_MESSAGES/general.po index a826ae5db..7277332e8 100644 --- a/locale/fr/LC_MESSAGES/general.po +++ b/locale/fr/LC_MESSAGES/general.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -4180,18 +4180,15 @@ msgstr "L'email n'est pas envoyé" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" -"Le premier indicateur montrant qu'un email n'a pas été envoyé est la " -"présence d'une enveloppe rouge :guilabel:`✉️` dans le chatter à côté de la " -"date et de l'heure du message." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "Icône d'enveloppe rouge affichée dans le chatter." -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -4205,11 +4202,11 @@ msgstr "" "emails non envoyés apparaissent en turquoise, tandis que les emails envoyés " "apparaissent en gris." -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "Messages d'erreur fréquents" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "Limite journalière atteinte" @@ -4217,7 +4214,7 @@ msgstr "Limite journalière atteinte" msgid "Warning in Odoo upon email limit reached." msgstr "Avertissement dans Odoo lorsque la limite d'emails est atteinte." -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -4230,11 +4227,11 @@ msgstr "" "d'emails envoyés par nos clients pour éviter que les serveurs de messagerie " "d'Odoo ne soient mis sur liste noire." -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "Voici les limites par défaut des nouvelles bases de données :" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." @@ -4242,16 +4239,17 @@ msgstr "" "**200 emails par jour** pour les bases de données Odoo Online et Odoo.sh " "avec un abonnement actif." -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "" -"**20 emails par jour** pour les bases de données à Une application gratuite." - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." -msgstr "**50 emails par jour** pour les bases de données d'essai." +msgid "**50 emails per day** for one-app free and trial databases." +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." @@ -4259,27 +4257,25 @@ msgstr "" "Dans le cas d'une migration, la limite journalière peut être réinitialisée à" " 50 emails par jour." -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "Si la limite journalière est atteinte :" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -"Contactez l'équipe d'assistance d'Odoo, qui peut augmenter la limite " -"journalière en fonction des critères suivants :" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "Combien d'utilisateurs y a-t-il dans la base de données ?" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "Quelles sont les applications installées ?" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " @@ -4289,7 +4285,7 @@ msgstr "" "emails parce qu'ils ont été renvoyés par un serveur de messagerie lors de " "son acheminement vers le destinataire final." -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " @@ -4299,7 +4295,7 @@ msgstr "" " limite journalière d'Odoo (référez-vous à la :doc:`documentation relative " "aux emails `)." -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -4312,7 +4308,7 @@ msgstr "" "--> menu Technique --> Email --> Emails` et cliquez sur le bouton " ":guilabel:`Réessayer` à côté d'un email non envoyé." -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -4326,26 +4322,20 @@ msgstr "" "Vous pouvez changer cela en choisissant de recevoir des :ref:`notifications " "dans Odoo `, au lieu d'emails." -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "Erreur SMTP" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -"Les messages d'erreur Simple Mail Transport Protocol (SMTP) expliquent " -"pourquoi un email n'a pas été envoyé avec succès. :abbr:`SMTP (Simple Mail " -"Transport Protocol)` est un protocole permettant de décrire la structure de " -"l'email et transmet les données des messages sur Internet. Les messages " -"d'erreur générés par les services de messagerie sont utiles pour " -"diagnostiquer et dépanner les problèmes d'email." -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -4358,22 +4348,17 @@ msgstr "" "mta4471.mail.bf1.yahoo.com --- Sous cette ligne se trouve une copie du " "message.`" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -"Le menu de débogage peut être utilisé pour étudier les problèmes d'envoi " -"SMTP à partir d'une base de données. Pour accéder au menu, le :ref:`mode " -"développeur ` doit être activé. Une fois activé, allez au " -":menuselection:`Menu de débogage` dans le coin supérieur droit de la barre " -"de menu (l'icône :guilabel:`🐞 (insecte)`), :menuselection:`Menu de débogage " -"--> Gérer les messages`" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," @@ -4384,7 +4369,7 @@ msgstr "" "informations relatives à l'envoi, y compris le type et le sous-type du " "message." -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -4396,7 +4381,7 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "Option de menu Gérer les messages dans le menu de débogage." -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." @@ -4404,11 +4389,11 @@ msgstr "" "Un utilisateur doit être sur une vue dans Odoo qui a un chatter pour que " "l'option :guilabel:`Gérer les messages` apparaisse." -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "Pas d'informations sur l'erreur" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -4420,7 +4405,7 @@ msgstr "" "œuvre une politique personnalisée des emails de rebond et il n'est pas " "toujours possible pour Odoo de l'interpréter correctement." -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" @@ -4430,7 +4415,7 @@ msgstr "" "n'hésitez pas à contacter l'`assistance d'Odoo `_" " qui pourra vous aider à trouver une solution." -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4449,41 +4434,29 @@ msgstr "" "en allant à l'application :menuselection:`Paramètres --> menu Technique --> " "Paramètres --> Paramètres système`." -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "L'email est envoyé en retard" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"Les campagnes d'email sont envoyées à une heure programmée, en utilisant un " -"délai préprogrammé dans la base de données. Odoo utilise une tâche retardée " -"pour envoyer des emails qui sont considérés comme \"non urgents\" (formats " -"de newsletter, tels que : mass mailing, marketing automation, et " -"événements). Le programme utilisateur **cron** peut être utilisé pour " -"prévoir des programmes à exécuter automatiquement à des intervalles " -"prédéterminés. Odoo utilise cette politique pour ne pas encombrer les " -"serveurs de messagerie et de donner la priorité à la communication " -"individuelle. Ce **cron** s'intitule :guilabel:`Email : Gestionnaire de la " -"file d'attente des emails` et est accessible en allant à l'application " -":menuselection:`Paramètres --> menu Technique --> Automatisation --> Actions" -" planifiées` avec le :ref:`mode développeur ` activé." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "Email planifié pour être envoyé plus tard. " -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." @@ -4491,7 +4464,7 @@ msgstr "" "Qu'est-ce qu'un **cron** ? Un cron est une action qu'Odoo exécute en " "arrière-plan pour exécuter un code particulier et exécuter une tâche." -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4508,7 +4481,7 @@ msgstr "" "planifiée :guilabel:`Email : Gestionnaire de la file d'attente des emails` " "et procédez aux ajustements nécessaires." -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " @@ -4518,27 +4491,23 @@ msgstr "" "autre, telle que les commandes clients, les factures, les bons d'achat, " "etc.) sont envoyés immédiatement." -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "Emails entrants" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -"Lorsque vous rencontrez un problème avec les emails entrants, il n'y a pas " -"forcément une indication dans Odoo. C'est le client qui tente de contacter " -"une base de données qui recevra un message de rebond (la plupart du temps un" -" message d'erreur :guilabel:`550 : boîte de messagerie indisponible`)." -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "L'email n'est pas reçu" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." @@ -4546,14 +4515,14 @@ msgstr "" "Les mesures à prendre dépendent de la plateforme d'Odoo qui héberge la base " "de données." -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" "Les utilisateurs **Odoo.sh** peuvent trouver leurs journaux en direct dans " "le dossier :file:`~/logs/`." -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4571,7 +4540,7 @@ msgstr "" "journaux indiquent toutes les actions effectuées sur les serveurs de " "messagerie à partir de la base de données." -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " @@ -4582,7 +4551,7 @@ msgstr "" " fichiers contenant les journaux de la base de données. Les fichiers de " "journaux sont créés tous les jours à 05:00 (UTC)." -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " @@ -4593,7 +4562,7 @@ msgstr "" "fichiers d'aujourd'hui et d'hier s'intitulent respectivement : " ":file:`odoo.log` et :file:`odoo.log.1`." -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " @@ -4603,7 +4572,7 @@ msgstr "" "comprimés. Utilisez les commandes :command:`grep` et :command:`zgrep` (pour " "les fichiers comprimés) pour parcourir les fichiers." -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." @@ -4612,7 +4581,7 @@ msgstr "" "tableau de bord Odoo.sh, consultez :ref:`cette documentation " "d'administration `." -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." @@ -4621,7 +4590,7 @@ msgstr "" " commande, consultez :ref:`cette documentation développeur " "`." -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" @@ -4631,11 +4600,11 @@ msgstr "" "vous pouvez contacter l'`Assistance d'Odoo `_ si " "vous avez un problème récurrent avec le même client ou le même domaine." -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "Obtenir de l'aide de l'assistance Odoo" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " @@ -4645,7 +4614,7 @@ msgstr "" "possible. Voici une liste de ce qui peut être utile lorsque vous contactez " "l'équipe d'assistance Odoo à propos d'un problème :" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4662,7 +4631,7 @@ msgstr "" "au ticket d'assistance Odoo pour que l'équipe d'assistance Odoo puisse " "enquêter de manière efficace." -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" @@ -4670,7 +4639,7 @@ msgstr "" "`Documentation de Gmail sur les en-têtes " "`_" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" @@ -4689,15 +4658,15 @@ msgstr "" " dans Odoo. Voici des exemples de questions dont les réponses peuvent être " "utiles :" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "S'agit-il d'une notification d'une réponse reçue dans Odoo ?" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "S'agit-il d'un message envoyé depuis la base de données Odoo ?" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" @@ -4705,15 +4674,15 @@ msgstr "" "Un serveur de messagerie entrant est-il utilisé ou l'email est-il redirigé " "d'une manière ou d'une autre ?" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "Avez-vous un exemple d'un email qui a été transféré correctement ?" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "Répondez aux questions suivantes :" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" @@ -4721,7 +4690,7 @@ msgstr "" "S'agit-il d'un problème générique ou est-il spécifique à un cas " "d'utilisation ? Si oui, lequel exactement ?" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " @@ -4731,22 +4700,15 @@ msgstr "" "d'Odoo, l'email de rebond devrait atteindre la base de données Odoo et " "afficher l':ref:`enveloppe rouge `." -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" -"Le paramètre système de rebond doit être défini dans les paramètres " -"techniques pour que la base de données reçoive correctement les messages de " -"rebond. Pour accéder à ce paramètre, allez à l'application " -":menuselection:`Paramètres --> menu Technique --> Paramètres --> Paramètres " -"système`. Sélectionnez ensuite le nom de paramètre " -":guilabel:`mail.bounce.alias` et définissez la valeur sur `bounce` si elle " -"n'est pas encore définie." #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" diff --git a/locale/fr/LC_MESSAGES/hr.po b/locale/fr/LC_MESSAGES/hr.po index 9bde2a8cc..1b9ee6438 100644 --- a/locale/fr/LC_MESSAGES/hr.po +++ b/locale/fr/LC_MESSAGES/hr.po @@ -6,18 +6,18 @@ # Translators: # Florent de Labarre , 2024 # Martin Trigaux, 2024 -# Jolien De Paepe, 2024 # Wil Odoo, 2024 # Manon Rondou, 2024 +# Jolien De Paepe, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Manon Rondou, 2024\n" +"Last-Translator: Jolien De Paepe, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -656,7 +656,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -717,7 +717,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -870,142 +870,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Analyse" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Objectifs" @@ -1173,6 +1044,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Analyse" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Présences" @@ -1617,7 +1741,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Aperçu" @@ -5516,9 +5640,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6908,134 +7032,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Produits" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Catégories de produits" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Alertes" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7043,21 +7050,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7066,7 +7073,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7074,32 +7081,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7114,15 +7121,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7864,6 +7875,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Produits" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Catégories de produits" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8369,7 +8505,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8562,7 +8697,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9649,7 +9784,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9960,9 +10095,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9976,19 +10111,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9999,37 +10126,38 @@ msgstr "" "La vue du tableau de bord des contrats affichant les contrats en cours et " "les contrats présentant des problèmes." -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -10037,20 +10165,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -10059,34 +10188,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -10094,19 +10223,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10114,73 +10243,113 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -"C'est dans cette section que sont définies les données salariales " -"spécifiques. Cette section étant spécifique à chaque pays, ces champs " -"peuvent varier en fonction de la localisation de l'entreprise." #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 -msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." msgstr "" +"Le :guilabel:`CDD` est un contrat à durée déterminée avec une date de début " +"et une date de fin." + +#: ../../content/applications/hr/payroll/contracts.rst:115 +msgid "" +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." +msgstr "" +"Le :guilabel:`PFI` signifie Plan formation-insertion et est un contrat " +"spécifique à la Belgique, utilisé lors de l'embauche d'employés nécessitant " +"une formation et qui couvre spécifiquement la période de formation." #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10189,7 +10358,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10198,51 +10367,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "Onglets facultatifs pour un nouveau contrat." -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -"La section relative aux détails du contrat permet d'ajouter et de modifier " -"un contrat et d'envoyer le contrat à l'employé pour approbation et " -"signature." -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10253,46 +10439,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10302,11 +10488,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10317,322 +10503,354 @@ msgid "Contract details in optional tabs for a new contract." msgstr "" "Les détails du contrat dans les onglets facultatifs pour un nouveau contrat." -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" +"Une fois toutes les modifications apportées, cliquez sur le bouton " +":guilabel:`Enregistrer`. Toutes les informations relatives au modèle de " +"contrat sélectionné remplissent les champs de l'onglet " +":guilabel:`Informations sur le salaire`. Tout onglet supplémentaire, tel que" +" :guilabel:`Documents personnels`, s'affiche le cas échéant." -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." -msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" +msgstr "Informations sur le salaire" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." -msgstr "Saisissez une nouvelle ligne pour chaque type de saisie." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" +msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Nos offres" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" -msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" +msgstr "Enregistrer et envoyer le contrat" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." msgstr "" +"Une fois qu'un contrat a été créé et/ou modifié, enregistrez le contrat en " +"cliquant sur le bouton :guilabel:`Enregistrer`. Ensuite, le contrat doit " +"être envoyé à l'employé pour signature." + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" +msgstr "" +"Cliquez sur l'un des boutons suivants pour envoyer le contrat à l'employé :" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "Envoyer le contrat à l'employé à l'aide d'un de ces boutons." -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" +"Toutes les déductions ou allocations automatiques pour un employé, telles " +"que les paiements de pension alimentaire ou les saisies sur salaire, sont " +"appelées *ajustements salariaux*. C'est dans cette section que toutes ces " +"déductions ou allocations sont définies." + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -12139,47 +12357,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12187,27 +12405,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12217,11 +12435,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "Remplissez le formulaire de création d'une prestation dans Odoo." -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Conflits" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12233,7 +12451,7 @@ msgstr "" "prestations, comme des champs obligatoires laissés vides. Les conflits " "doivent être résolus avant que les fiches de paie puissent être générées." -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12241,7 +12459,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12253,13 +12471,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12268,7 +12486,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12279,42 +12497,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12322,11 +12540,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12334,7 +12552,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12345,19 +12563,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12365,18 +12583,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "Regénérer les prestations" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12386,34 +12604,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12423,14 +12641,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "Regénérez une prestation pour un employé en particulier." -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12438,18 +12656,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "Générer des fiches de paie" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12457,7 +12675,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12465,26 +12683,26 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." @@ -12492,7 +12710,7 @@ msgstr "" "Cliquez sur le bouton :guilabel:`Créer une entrée brouillon` pour créer les " "fiches de paie du lot." -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12502,17 +12720,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12520,7 +12738,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12530,17 +12748,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "Le bouton Imprimer permettant d'imprimer les fiches de paie." -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12548,7 +12766,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12556,7 +12774,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12564,7 +12782,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12575,14 +12793,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12595,18 +12813,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12614,7 +12832,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12628,30 +12846,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12660,7 +12878,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12671,7 +12889,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr ":ref:`Configurer les prestations `" @@ -13342,7 +13560,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Nouveau" @@ -13471,7 +13688,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13510,508 +13727,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Refuser" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Modèle d'email" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "Raison de refus" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Ajout rapide" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -14019,7 +13739,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -14027,11 +13747,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -14047,7 +13767,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -14056,20 +13776,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -14078,7 +13798,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -14088,14 +13808,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -14103,7 +13823,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -14113,7 +13833,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -14121,7 +13841,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -14130,7 +13850,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -14143,7 +13863,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -14152,17 +13872,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14170,20 +13890,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14191,28 +13911,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14223,18 +13943,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14242,7 +13962,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14250,13 +13970,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14267,14 +13987,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14288,7 +14008,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14299,17 +14019,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14318,7 +14038,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14331,13 +14051,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14351,11 +14071,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14363,7 +14083,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14383,14 +14103,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14398,7 +14118,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14406,7 +14126,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14419,7 +14139,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14427,11 +14147,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14440,7 +14160,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14449,11 +14169,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14462,7 +14182,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14471,7 +14191,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14480,17 +14200,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14500,7 +14220,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14508,19 +14228,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14529,28 +14249,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14560,7 +14280,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14568,11 +14288,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14583,42 +14303,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14629,13 +14349,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14646,11 +14366,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Créer un employé" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14659,13 +14379,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Ajout rapide" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14931,6 +14978,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Modèle d'email" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "Raison de refus" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Recommandations" @@ -14949,8 +15283,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15205,7 +15539,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15351,139 +15685,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Récompenses" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Niveaux" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15494,11 +15713,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15509,14 +15728,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15527,7 +15746,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15536,7 +15755,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15549,18 +15768,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15569,7 +15788,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15577,7 +15796,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15589,112 +15808,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15702,7 +15823,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15712,7 +15833,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15721,7 +15842,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15732,16 +15853,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Récompenses" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16524,10 +16934,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -17098,232 +17504,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Gestion" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17331,7 +17511,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17339,7 +17519,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17347,44 +17527,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17392,7 +17572,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17404,186 +17584,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Tableau de bord" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17591,7 +17592,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17599,31 +17600,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17634,7 +17635,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17646,7 +17647,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17654,18 +17655,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Par type" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17677,13 +17678,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17691,7 +17692,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17699,7 +17700,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17707,10 +17708,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Gestion" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Tableau de bord" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/fr/LC_MESSAGES/inventory_and_mrp.po b/locale/fr/LC_MESSAGES/inventory_and_mrp.po index 8d3b91e3a..4c7fd5976 100644 --- a/locale/fr/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/fr/LC_MESSAGES/inventory_and_mrp.po @@ -15,18 +15,18 @@ # Jérôme Tanché , 2024 # Martin Trigaux, 2024 # Cécile Collart , 2024 -# Wil Odoo, 2024 # Jolien De Paepe, 2024 # Manon Rondou, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Manon Rondou, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1561,9 +1561,8 @@ msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillée #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1574,6 +1573,7 @@ msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillée #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1589,7 +1589,7 @@ msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillée #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1599,11 +1599,14 @@ msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillée #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Configuration" @@ -3685,19 +3688,15 @@ msgstr "" msgid "Reordering rules" msgstr "Règles de réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"Les règles de réapprovisionnement sont utilisées pour maintenir les niveaux " -"de stock prévus au-dessus d'un certain seuil, sans dépasser un plafond " -"défini. Pour ce faire, elles précisent une quantité minimale que le stock ne" -" doit pas dépasser et une quantité maximale qu'il ne doit pas dépasser." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3713,23 +3712,23 @@ msgstr "" "*Fabriquer*, un ordre de fabrication (OF) est créé à la place. Il en est " "ainsi quelle que soit la route de réassort sélectionnée." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "Configurer les produits pour les règles de réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3737,7 +3736,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3749,7 +3748,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Définissez le type de produit sur stockable." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3763,7 +3762,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Sélectionnez une ou plusieurs routes dans l'onglet Inventaire." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3783,7 +3782,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Précisez un fournisseur et un prix dans l'onglet Achats." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3795,7 +3794,7 @@ msgstr "" "C'est nécessaire parce qu'Odoo crée uniquement des ordres de fabrication " "pour les produits ayant une nomenclature." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3807,27 +3806,27 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "Le bouton intelligent Nomenclature sur une fiche de produit." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "Créer de nouvelles règles de réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" ":guilabel:`Produit` : Le produit qui est réapprovisionné par la règle." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Emplacement` : L'emplacement où le produit est stocké." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -3837,7 +3836,7 @@ msgstr "" "que la règle ne soit déclenchée. Lorsque le stock prévu est inférieur à " "cette quantité, un ordre de réapprovisionnement est créé pour ce produit." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -3845,7 +3844,7 @@ msgstr "" ":guilabel:`Quantité max` : La quantité maximale jusqu'à laquelle le stock " "est réapprovisionné." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -3855,7 +3854,7 @@ msgstr "" "réapprovisionné par lots d'une certaine quantité (par ex. un produit peut " "être réapprovisionné par lots de 20)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3870,7 +3869,7 @@ msgid "The form for creating a new reordering rule." msgstr "" "Le formulaire de création d'une nouvelle règle de réapprovisionnement." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3878,36 +3877,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Déclencher" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3915,17 +4030,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3938,39 +4053,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Automatique" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3979,11 +4094,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3995,7 +4110,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4003,7 +4118,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4011,19 +4126,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manuelle" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -4033,7 +4148,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -4041,7 +4156,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -4049,7 +4164,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -4062,18 +4177,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -4081,27 +4196,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -4114,34 +4229,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -4154,11 +4269,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Route" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4170,7 +4285,7 @@ msgstr "" " de sélectionner à la fois :guilabel:`Acheter` et :guilabel:`Fabriquer`, " "permettant ainsi l'exécution des deux routes." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -4178,20 +4293,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4202,7 +4317,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Sélectionnez une route préférée dans le menu déroulant." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -8431,7 +8546,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -8718,22 +8833,18 @@ msgstr "" "et une nouvelle étiquette." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`invoicing`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" -"Utiliser le dropshipping pour expédier directement les produits des " -"fournisseurs aux clients" +msgid "Dropshipping" +msgstr "Dropshipping" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -8751,11 +8862,11 @@ msgstr "" "de l'article. Le vendeur bénéficie ainsi d'une réduction des coûts " "d'inventaire, y compris le coût d'exploitation des entrepôts." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "Configurer les produits à expédier par dropshipping" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -8768,7 +8879,7 @@ msgstr "" ":guilabel:`Logistique`, cochez la case à côté :guilabel:`Dropshipping` et " "cliquez sur :guilabel:`Enregistrer` pour terminer." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -8790,7 +8901,7 @@ msgstr "" "Cochez les cases \"Peut être vendu\" et \"Peut être acheté\" sur la fiche du" " produit." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -8806,7 +8917,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "La fiche de produit avec un fournisseur précisé." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -8818,38 +8929,26 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "Activez l'option Dropshipping dans l'onglet inventaire du produit." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 +msgid "" +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "Exécuter des commandes en dropshipping" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 -msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." -msgstr "" -"Lorsqu'un client effectue un achat en ligne pour un produit en dropshipping," -" une commande sera automatiquement créée avec une demande de prix associée " -"pour le fournisseur. Les commandes peuvent être consultées dans " -"l'application :menuselection:`Ventes` en sélectionnant " -":menuselection:`Commandes --> Commandes`. Cliquez sur le bouton intelligent " -":guilabel:`Achat` dans le coin supérieur droit de la commande pour afficher " -"la demande de prix associée." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" -"Les commandes de dropshipping peuvent également être créées manuellement via" -" l'application :menuselection:`Ventes` en sélectionnant " -":menuselection:`Commandes --> Commandes --> Créer` et en ajoutant un produit" -" configuré pour le dropshipping." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -8859,17 +8958,13 @@ msgstr "" "Une commande de dropshpping avec le bouton intelligent Achat dans le coin " "supérieur droit." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" -"Une fois la demande de prix confirmée, elle se transforme en bon de commande" -" et un dropshipping est créé et lié à celui-ci. La réception peut être " -"consultée en cliquant sur le bouton intelligent :guilabel:`Réception` dans " -"le coin supérieur droit du formulaire de bon de commande." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -8879,25 +8974,20 @@ msgstr "" "Un bon de commande de dropshipping avec le bouton intelligent Réception dans" " le coin supérieur droit." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" -"La réception de dropshipping affichera le fournisseur dans la section " -":guilabel:`Recevoir de` et le client dans la section :guilabel:`Emplacement " -"destinataire`. Lors de la livraison du produit au client, cliquez sur le " -"bouton :guilabel:`Valider` en haut à gauche de la réception de dropshipping " -"pour confirmer la quantité livrée." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "Validez la réception de dropshipping après livraison." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -8919,30 +9009,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -8953,12 +9043,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -8966,13 +9056,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -8980,13 +9070,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -8995,7 +9085,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -9003,31 +9093,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -9037,19 +9127,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -9060,7 +9150,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -9071,7 +9161,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -9082,7 +9172,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -9093,18 +9183,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -9115,9 +9205,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -9248,229 +9338,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "Une demi-page d'étiquette d'expédition FedEx au format lettre." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "Expédition de plusieurs colis" @@ -9771,19 +9638,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Contenu du colis" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -9806,25 +9673,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -9832,7 +9699,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -9842,11 +9709,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Bon de retour" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -9854,7 +9721,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -9862,7 +9729,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -9872,31 +9739,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -9906,7 +9773,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -9916,7 +9783,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -9926,42 +9793,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Étiquettes lot/NS" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -9969,7 +9836,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -9980,31 +9847,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -12649,6 +12785,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -12941,7 +13297,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -13060,6 +13417,243 @@ msgstr "" "indiquant tous les détails de votre compte, tels que votre numéro de compte," " région, adresse, etc." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -14124,7 +14718,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -14135,18 +14729,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -14356,7 +14942,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -14587,8 +15173,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -14699,14 +15284,9 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" msgstr "" @@ -20428,7 +21008,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "Valorisation des stocks" @@ -20572,10 +21151,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -20583,49 +21165,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -20633,7 +21216,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -20643,23 +21226,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -20669,7 +21252,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -20677,14 +21260,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -20693,13 +21276,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -20707,32 +21290,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -20743,8 +21326,9 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "Configuration de la valorisation des stocks" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "Valorisation automatique des stocks" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -20760,142 +21344,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" -"Par défaut, Odoo utilise une valorisation périodique des stocks (également " -"connue sous le nom de valorisation manuelle des stocks). Cette méthode " -"implique que l'équipe comptable enregistre des pièces comptables basées sur " -"l'inventaire physique de l'entreprise et que les employés de l'entrepôt " -"prennent le temps de compter l'inventaire. Dans Odoo, cette méthode est " -"reflétée dans chaque catégorie de produit, où le champ :guilabel:`Méthode de" -" coût` sera défini sur `Prix standard` par défaut et le champ " -":guilabel:`Valorisation des stocks` sera défini sur `Manuelle`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" -"Les champs de valorisation des stocks sont situés sur la fiche de la " -"catégorie de produit." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -"Par ailleurs, la valorisation automatisée des stocks est une méthode de " -"valorisation intégrée qui met à jour la valeur de l'inventaire en temps réel" -" en créant des pièces comptables chaque fois qu'un mouvement de stock est " -"initié entre des emplacements dans l'inventaire d'une entreprise." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -"La valorisation automatisée des stocks est une méthode recommandée pour les " -"experts-comptables, vu les étapes supplémentaires impliqués dans la " -"configuration d'une pièce comptable. Même après la configuration initiale, " -"la méthode sera vérifiée périodiquement pour s'assurer de son exactitude et " -"des ajustements peuvent être nécessaires en permanence en fonction des " -"besoins et des priorités de l'entreprise." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "Types de comptabilité" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -"Les pièces comptables dépendent du mode de comptabilité : *continentale* ou " -"*anglo-saxonne*" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" -"Il est possible d'utiliser des paramètres de valorisation différents pour " -"différentes catégories de produits." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -20903,7 +21501,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -20911,7 +21509,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -20929,7 +21527,7 @@ msgstr "" "automatiquement mis à jour en fonction du prix d'achat moyen du stock " "disponible et des coûts accumulés à partir des bons de commande validés." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -20941,86 +21539,132 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -"Quand la :guilabel:`Méthode de coût` est modifiée, la valeur des produits " -"déjà en stock qui utilisaient la méthode de coût :guilabel:`Standard` ne " -"changera **pas** ; Au contraire, les unités existantes conservent leur " -"valeur et tout mouvement de produit à partir de ce moment affecte le coût " -"moyen. Si la valeur dans le champ :guilabel:`Coût` sur une fiche produit est" -" modifiée manuellement, Odoo génère un enregistrement correspondant dans le " -"rapport *Valorisation des stocks*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" +"Il est possible d'utiliser des paramètres de valorisation différents pour " +"différentes catégories de produits." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "Types de comptabilité" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Compte de charges" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automatisée" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -21030,7 +21674,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -21042,37 +21686,37 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -21082,13 +21726,13 @@ msgstr "" "automatisée des stocks est activée sur un produit, ce compte contient la " "valeur actuelle des produits." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -21103,7 +21747,7 @@ msgstr "" "tous les produits dans une catégorie donnée et peut également être défini " "directement pour chaque produit." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -21118,7 +21762,7 @@ msgstr "" "pour tous les produits dans une catégorie donnée et peut également être " "défini directement pour chaque produit." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -21127,7 +21771,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -21138,13 +21782,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -21152,7 +21796,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -21164,63 +21808,62 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -"Pour démarrer, allez à :menuselection:`Comptabilité --> Analyse --> Bilan`. " -"En haut du tableau de bord, changez la valeur du champ :guilabel:`À partir " -"du` en :guilabel:`Aujourd'hui` et ajustez les :guilabel:`Options` de " -"filtrage sur :guilabel:`Tout déplier` afin de voir toutes les données les " -"plus récentes affichées en une seule fois." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" -"Sous le poste parent :guilabel:`Actifs circulants`, cherchez le poste " -"imbriqué :guilabel:`Compte de valorisation des stocks`, où est affichée la " -"valorisation totale de tout le stock disponible." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" -"Le menu déroulant :guilabel:`Compte de valorisation du stock` permet " -"d'accéder à des informations plus spécifiques, en sélectionnant soit le " -":guilabel:`Grand livre` pour obtenir une vue détaillée de toutes les pièces " -"comptables, soit les :guilabel:`Imputations comptables` pour passer en revue" -" toutes les pièces comptables individuelles qui ont été soumises au compte. " -"Il est également possible d'ajouter des annotations au :guilabel:`Bilan` en " -"cliquant sur :guilabel:`Annoter`, en complétant la zone de texte en cliquant" -" sur :guilabel:`Enregistrer`." - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" "Voir la décomposition complète de la valorisation des stocks dans " "l'application Odoo Comptabilité." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "Utiliser la valorisation des stocks" @@ -21245,10 +21888,6 @@ msgstr "" "de l'entrepôt qui comptent physiquement les produits — ou automatiquement " "par le biais de la base de données." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "Valorisation automatique des stocks" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -23777,11 +24416,9 @@ msgstr "Inclure des informations supplémentaires sur le produit" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" -"L'onglet :guilabel:`Informations sur le produit` au bas du formulaire peut " -"être utilisé pour fournir plus de détails sur l'équipement :" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" @@ -23837,63 +24474,57 @@ msgstr "Ajouter des détails de maintenance" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -"L'onglet :guilabel:`Maintenance` contient des informations qui peuvent être " -"utiles aux équipes de maintenance :" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" -":guilabel:`Fréquence de la maintenance préventive` : précise la fréquence à " -"laquelle la maintenance doit être effectuée pour prévenir les défaillances " -"de l'équipement" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" -msgstr "" -":guilabel:`Durée de maintenance` : le temps nécessaire pour réparer " -"l'équipement lorsqu'il tombe en panne" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" -":guilabel:`Temps moyen entre défaillances attendu` : la durée moyenne " -"pendant laquelle l'équipement est censé fonctionner avant de tomber en panne" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." -msgstr "L'onglet Maintenance du nouvel équipement." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 -msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." +msgid "The maintenance tab for a piece of equipment." msgstr "" -"L'onglet :guilabel:`Maintenance` contient également les sections " -":guilabel:`Temps moyen entre défaillances`, :guilabel:`Estimation de la " -"prochaine défaillance`, :guilabel:`Dernière défaillance` et :guilabel:`Temps" -" moyen de réparation`. Ces valeurs sont calculées automatiquement en " -"fonction des demandes de maintenance, s'il y en a." -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" -"Pour afficher les demandes de maintenance d'un équipement, allez à la page " -"de l'équipement et cliquez sur :guilabel:`Maintenance` dans le coin " -"supérieur droit du formulaire." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 msgid "Maintenance calendar" @@ -30364,6 +30995,327 @@ msgstr "" msgid "Workflows" msgstr "Flux de travail" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Sous-produits" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "Reliquats de fabrication" @@ -34650,7 +35602,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "Politiques de contrôle des factures" @@ -34715,7 +35667,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Correspondance à trois voies" @@ -34928,66 +35880,41 @@ msgstr ":doc:`manage`" msgid "Manage vendor bills" msgstr "Gérer des factures fournisseurs" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -"Une *facture fournisseur* est une facture reçue pour des produits et/ou des " -"services qu'une entreprise achète auprès d'un fournisseur. Les factures " -"fournisseurs enregistrent les dettes au fur et à mesure qu'elles arrivent " -"des fournisseurs et peuvent inclure des montants dus pour les biens et/ou " -"les services achetés, les taxes à la vente, les frais de transport et de " -"livraison, et plus encore." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -"Dans Odoo, une facture fournisseur peut être créée à différents moments du " -"processus d'achat, en fonction de la politique de *contrôle des factures* " -"choisie dans les paramètres de l'application *Achats*." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -"Pour voir et modifier la politique de contrôle des factures par défaut, " -"allez à l'application :menuselection:`Achats --> Configuration --> " -"Paramètres` et faites défiler jusqu'à la section :guilabel:`Facturation`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" -"Il y a deux options de politique de :guilabel:`Contrôle des factures` : " -":guilabel:`Quantités commandées` et :guilabel:`Quantités reçues`. Après " -"avoir sélectionné une politique, cliquez sur :guilabel:`Enregistrer` pour " -"enregistrer les changements." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." -msgstr "" -"Politiques de contrôle des factures dans les paramètres de l'application " -"Achats." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -"La politique sélectionnée sera la politique par défaut pour chaque nouveau " -"produit créé. Les politiques sont définies comme suit :" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " @@ -34997,212 +35924,161 @@ msgstr "" "bon de commande est confirmé. Les produits et les quantités du bon de " "commande sont utilisés pour générer une facture brouillon." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" -":guilabel:`Quantités reçues` : la facture n'est créée qu'**après** qu'une " -"partie de la commande totale a été reçue. Les produits et les quantités " -"**reçus** sont utilisés pour générer une facture brouillon." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." -msgstr "" -"Si un produit a besoin d'une politique de contrôle différente, la politique " -"de contrôle des factures par défaut peut être remplacée en allant à l'onglet" -" :guilabel:`Achats` dans un modèle de produit et en modifiant le champ " -":guilabel:`Politique de contrôle`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" +"Politiques de contrôle des factures dans les paramètres de l'application " +"Achats." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "Champ de politique de contrôle sur un formulaire de produit." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" -"La *correspondance à trois voies* garantit que les factures fournisseurs ne " -"sont payées qu'après avoir reçu une partie ou la totalité des produits du " -"bon de commande." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -"La :guilabel:`correspondance à trois voies` fonctionnera **uniquement** " -"lorsque la politique de :guilabel:`Contrôle des factures` est définie sur " -":guilabel:`Quantités reçues`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" -msgstr "Créer et gérer des factures fournisseurs sur les réceptions" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" -"Lorsque des produits sont reçus dans l'entrepôt d'une entreprise, des " -"réceptions sont créées. Une fois que l'entreprise traite les quantités " -"reçues, elle peut choisir de créer une facture fournisseur directement " -"depuis la réception de l'entrepôt. En fonction de la politique de contrôle " -"des factures sélectionnée dans les paramètres, la création de la facture " -"fournisseur s'effectue à différentes étapes du processus " -"d'approvisionnement. " + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" +msgstr "Créer et gérer des factures fournisseurs sur les réceptions" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" -msgstr "" -"Lorsque la politique de contrôle des factures est définie sur quantités " -"commandées" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -"Pour créer et gérer des factures fournisseurs sur les réceptions en " -"utilisant la politique de contrôle des factures *quantités commandées*, " -"allez d'abord à l'application :menuselection:`Achats --> Configuration --> " -"Paramètres`, faites défiler jusqu'à la section :guilabel:`Facturation` et " -"définissez :guilabel:`Contrôle des factures` sur :guilabel:`Quantités " -"commandées`. Cliquez ensuite sur :guilabel:`Enregistrer` pour enregistrer " -"les changements." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -"Allez ensuite à l'application :menuselection:`Achats` et cliquez sur " -":guilabel:`Créer` pour créer une nouvelle demande de prix. Cette action fait" -" apparaître un formulaire détaillé de demande de prix vierge." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Quantités commandées" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" -"Sur le formulaire détaillé vierge, ajoutez un fournisseur à la demande de " -"prix dans le champ :guilabel:`Fournisseur` et ajoutez des produits aux " -"lignes de :guilabel:`Produit` en cliquant sur :guilabel:`Ajouter une ligne`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" -"Confirmez ensuite la demande de prix en cliquant sur le bouton " -":guilabel:`Conformer la commande` en haut du formulaire. La demande de prix " -"est alors transformée en bon de commande." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -"Cliquez ensuite sur le bouton :guilabel:`Créer une facture fournisseur` pour" -" créer une facture fournisseur pour le bon de commande." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" -"Le fait de cliquer sur le bouton :guilabel:`Créer une facture fournisseur` " -"révèle la page :guilabel:`Facture brouillon` pour le bon de commande." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" -"Sur la :guilabel:`Facture brouillon`, cliquez sur le bouton " -":guilabel:`Modifier` pour modifier la facture et ajoutez une date de " -"facturation dans le champ :guilabel:`Date de facturation`. le cas échéant, " -"ajoutez des produits supplémentaires aux lignes de :guilabel:`Produit` en " -"cliquant sur :guilabel:`Ajouter une ligne` l'onglet :guilabel:`Lignes de " -"facture`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -"Ensuite, confirmez la facture en cliquant sur le bouton " -":guilabel:`Confirmer` sur la page :guilabel:`Facture brouillon`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -"Puisque la politique de contrôle des factures est définie sur *quantités " -"commandées*, la facture brouillon peut être confirmée dès qu'elle est créée," -" avant la réception des produits." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -"Sur la nouvelle :guilabel:`facture fournisseur`, ajoutez un numéro de " -":guilabel:`Référence de la facture`, qui peut être utilisé pour faire " -"correspondre la facture avec d'autres documents (tels que le bon de " -"commande). Puis cliquez sur :menuselection:`Confirmer --> Enregistrer un " -"paiement`. Une fenêtre contextuelle apparaît, dans laquelle vous pouvez " -"choisir un :guilabel:`Journal` de paiement ; un :guilabel:`Mode de paiement`" -" et un :guilabel:`Compte bancaire destinataire` dans un menu déroulant." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" +"Once ready, click :guilabel:`Create Payment` to finish creating the " +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" -"De plus, vous pouvez modifier le :guilabel:`Montant` de la facture, la " -":guilabel:`Date de paiement` et le :guilabel:`Mémo` (:dfn:`Numéro de " -"référence`) dans cette fenêtre contextuelle. Une fois que vous avez fini, " -"cliquez sur :guilabel:`Créer un paiement` pour finaliser la création de la " -":guilabel:`Facture fournisseur`. Une bannière verte :guilabel:`En paiement` " -"s'affiche sur la demande de prix." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Vendor bill form for ordered quantities control policy." @@ -35211,78 +36087,34 @@ msgstr "" "quantités commandées." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 -msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." -msgstr "" -"Chaque facture fournisseur offre la possibilité d':guilabel:`Ajouter un " -"avoir` ou d':guilabel:`Ajouter une note de débit`. Un *avoir* est " -"généralement émis lorsqu'un vendeur ou un fournisseur récupère une certaine " -"quantité de produits auprès du client auquel ils ont été vendus, alors que " -"les *notes de débit* sont réservées aux marchandises retournées par le " -"client/l'acheteur au vendeur ou fournisseur." +msgid "Received quantities" +msgstr "Quantités reçues" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" -msgstr "" -"Lorsque la politique de contrôle des factures est définie sur quantités " -"reçues" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -"Si vous tentez de créer une facture fournisseur sans avoir reçu les produits" -" (alors que vous utilisez la politique de contrôle de factures *quantités " -"reçues*), un message d'erreur s'affiche et les paramètres doivent être " -"modifiés avant de poursuivre." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -"Pour créer et gérer des factures fournisseurs sur des réceptions en " -"utilisant la politique de contrôle des factures *quantités reçues*, allez " -"d'abord à l'application :menuselection:`Achats --> Configuration --> " -"Paramètres`, faites défiler jusqu'à la section :guilabel:`Facturation` et " -"définissez le :guilabel:`Contrôle des factures` sur :guilabel:`Quantités " -"reçues`. Cliquez ensuite sur :guilabel:`Enregistrer` pour enregistrer les " -"changements." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -"Ensuite, allez à l'application :menuselection:`Achats` et cliquez sur " -":guilabel:`Créer` pour créer une nouvelle demande de prix. Un formulaire " -"détaillé de demande de prix vierge s'affiche." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" -"Enfin, cliquez sur le bouton :guilabel:`Créer une facture fournisseur` pour " -"créer une facture fournisseur pour le bon de commande. " - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 @@ -35291,150 +36123,96 @@ msgstr "" "Fenêtre contextuelle d'erreur d'utilisateur pour la politique de contrôle " "des quantités reçues." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -"Ensuite, cliquez sur le bouton intelligent :guilabel:`Réception` pour " -"afficher le formulaire de réception de l'entrepôt." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" -"Sur le formulaire de réception de l'entrepôt, cliquez sur " -":menuselection:`Valider --> Appliquer` pour indiquer les quantités " -":guilabel:`faites`. Retournez ensuite au :menuselection:`Bon de commande` " -"(via le fil d'Ariane) et cliquez sur le bouton :guilabel:`Créer une facture " -"fournisseur` sur le formulaire du bon de commande." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -"Cette opération fait apparaître une :guilabel:`Facture brouillon` pour le " -"bon de commande. Sur la :guilabel:`Facture brouillon`, cliquez sur le bouton" -" :guilabel:`Modifier` et ajoutez une :guilabel:`Date de facturation`. Le cas" -" échéant, ajoutez des produits supplémentaires aux lignes de " -":guilabel:`Produit` en cliquant sur :guilabel:`Ajouter une ligne`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -"Ensuite, cliquez sur le bouton :guilabel:`Confirmer` pour confirmer la " -":guilabel:`Facture brouillon`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -"Puisque la politique de contrôle des factures est définie sur *quantités " -"reçues*, la facture brouillon peut **uniquement** être confirmée lorsqu'au " -"moins certaines quantités sont reçues." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -"De plus, vous pouvez modifier le :guilabel:`Montant` de la facture, la " -":guilabel:`Date de paiement` et le :guilabel:`Mémo` (:dfn:`Numéro de " -"référence`) dans cette fenêtre contextuelle. Une fois que vous avez fini, " -"cliquez sur :guilabel:`Créer un paiement` pour finaliser la création de la " -"facture fournisseur. Une bannière verte **En paiement** s'affiche sur la " -"demande de prix." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" -msgstr "Créer et gérer des factures fournisseurs dans Comptabilité" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" -"Vous pouvez également créer des factures fournisseurs directement à partir " -"de l'application *Comptabilité*, **sans** devoir créer un bon de commande " -"auparavant. Pour ce faire, allez à l'application " -":menuselection:`Comptabilité --> Fournisseurs --> Factures fournisseurs` et " -"cliquez sur :guilabel:`Créer`. Un formulaire détaillé de facture fournisseur" -" vierge s'affiche." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -"Sur le formulaire détaillé de facture fournisseur vierge, ajoutez un " -"fournisseur dans le champ :guilabel:`Fournisseur` et ajoutez des produits " -"aux lignes de :guilabel:`Produit` (dans l'onglet :guilabel:`Lignes de " -"facture`) en cliquant sur :guilabel:`Ajouter une ligne`. Ensuite, ajoutez " -"une date de facturation dans le champ :guilabel:`Date de facturation` et " -"toute autre information nécessaire. Cliquez enfin sur :guilabel:`Confirmer` " -"pour confirmer la facture fournisseur." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" -"À partir de là, cliquez sur l'onglet :guilabel:`Écritures comptables` pour " -"voir (ou modifier) les journaux de :guilabel:`Compte` qui ont été complétés " -"en fonction de la configuration des formulaires :guilabel:`Fournisseur` et " -":guilabel:`Produit` correspondants." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" -"Cliquez ensuite sur :guilabel:`Ajouter un avoir` ou :guilabel:`Ajouter une " -"note de débit` pour avoir un avoir ou une note de débit à la facture. Ou " -"alors, ajoutez un numéro de :guilabel:`Référence de facture` (en mode " -":guilabel:`Édition`)." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" -"Une fois que vous avez terminé, cliquez sur :menuselection:`Enregistrer un " -"paiement --> Créer un paiement` pour finaliser la :guilabel:`Facture " -"fournisseur`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." -msgstr "" -"Pour associer la facture fournisseur à un bon de commande existant, cliquez " -"sur le menu déroulant à côté de :guilabel:`Saisie automatique` et " -"sélectionnez un bon de commande dans le menu. Les informations du bon de " -"commande seront automatiquement complétées dans la facture fournisseur." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." @@ -35442,11 +36220,11 @@ msgstr "" "Liste déroulante de saisie automatique sur une facture fournisseur " "brouillon." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "Facturation par lot" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." @@ -35454,75 +36232,67 @@ msgstr "" "Les factures fournisseurs peuvent être traitées et gérées par lots dans " "l'application *Comptabilité*." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" -"Pour ce faire, allez à l'application :menuselection:`Comptabilité --> " -"Fournisseurs --> Factures fournisseurs`. Puis cochez la :guilabel:`case` " -"dans le coin supérieur gauche de la page, à côté de la colonne " -":guilabel:`Numéro`, sous le bouton :guilabel:`Créer`. Cette action permet de" -" sélectionner toutes les factures fournisseurs dont le :guilabel:`Statut` " -"est :guilabel:`Comptabilisé` ou :guilabel:`Brouillon`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -"À partir de là, cliquez sur l'icône d'engrenage :guilabel:`Action` pour " -"exporter, supprimer ou envoyer & imprimer les factures ; cliquez sur l'icône" -" :guilabel:`Imprimer` pour imprimer les factures clients ou fournisseurs ; " -"ou cliquez sur :guilabel:`Enregistrer un paiement` pour créer et traiter le " -"paiement de plusieurs factures fournisseurs en une fois." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" -"Lorsque vous sélectionnez :guilabel:`Enregistrer un paiement`, une fenêtre " -"contextuelle s'affiche. Dans cette fenêtre contextuelle, sélectionnez le " -"journal approprié dans le champ :guilabel:`Journal`, choisissez une date de " -"paiement dans le champ :guilabel:`Date de paiement` et choisissez un " -":guilabel:`Mode de paiement`. Vous avez également la possibilité de " -":guilabel:`Regrouper des paiements` dans cette fenêtre contextuelle." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." -msgstr "" -"Lorsque vous avez terminé, cliquez sur le bouton :guilabel:`Créer un " -"paiement`, ce qui crée une liste de pièces comptables dans une page séparée." -" Ces pièces comptables sont toutes associées à leurs factures fournisseurs " -"appropriées." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" -"L'option :guilabel:`Enregistrer un paiement` pour les factures fournisseurs " -"par lot fonctionne uniquement pour les pièces comptables dont le " -":guilabel:`Statut` est défini sur :guilabel:`Comptabilisé`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -37224,6 +37994,176 @@ msgstr "" msgid "Quality control basics" msgstr "Les bases du contrôle qualité" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/fr/LC_MESSAGES/marketing.po b/locale/fr/LC_MESSAGES/marketing.po index 17c41cfd9..761dbcfec 100644 --- a/locale/fr/LC_MESSAGES/marketing.po +++ b/locale/fr/LC_MESSAGES/marketing.po @@ -8,17 +8,17 @@ # Fernanda Marques , 2023 # Camille Dantinne , 2023 # Cécile Collart , 2023 -# Jolien De Paepe, 2024 # Wil Odoo, 2024 +# Jolien De Paepe, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Jolien De Paepe, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -530,6 +530,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Paramètres" @@ -824,7 +825,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3084,15 +3084,316 @@ msgstr "" msgid "Events" msgstr "Événements" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" "`Tutoriel Odoo : Événements `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" +"Aperçu des paramètres d'événement dans la vue kanban dans Odoo Événements" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "Suivre et gérer des présentations" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3163,33 +3464,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3197,21 +3521,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3219,34 +3543,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3254,13 +3578,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3269,55 +3593,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3325,7 +3649,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3334,56 +3658,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3393,14 +3721,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3409,7 +3737,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3418,7 +3746,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3427,13 +3755,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3441,7 +3769,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3449,57 +3777,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3511,7 +3839,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3520,7 +3848,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3528,13 +3856,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3542,58 +3870,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "Email" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3602,25 +3930,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3630,7 +3958,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3638,20 +3966,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "Onglet Questions" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3664,7 +3992,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3672,7 +4000,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3681,7 +4009,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3694,7 +4022,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3702,7 +4030,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3711,48 +4039,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3761,37 +4089,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3799,24 +4127,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3826,26 +4154,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "Publier des événements" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3853,7 +4180,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3861,14 +4188,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3876,11 +4203,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3888,778 +4215,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "Les essentiels d'Événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"Odoo Événements fournit aux coordinateurs d'événements un arsenal d'outils " -"de planification, de communication et d'analyse pour créer des expériences " -"immersives et engageantes pour les clients. Le personnel peut notamment " -"créer et publier des événements sur leur site web, vendre des tickets en " -"ligne, scanner des tickets avec Odoo Code-barres, envoyer des emails " -"automatisés et générer des rapports riches en données une fois que " -"l'événement accepte des inscriptions." - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "Concepts et organisation Kanban" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"Pour démarrer, cliquez sur l'application :guilabel:`Événements` sur le " -"tableau de bord d'accueil, ce qui mène ensuite à la vue kanban peuplée d'une" -" variété d'étapes du pipeline. Chaque carte reprend les informations " -"principales d'un événement, telles que la date/l'heure de l’événement, le " -"nombre de participants attendus (et confirmés)" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" -"Pour créer une nouvelle étape, cliquez sur :guilabel:`Ajouter une colonne` " -"et donnez un titre approprié pour illustrer l'objectif de cette étape." - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"Pour réorganiser les étapes, il suffit de les faire glisser jusqu'à ce " -"qu'elles se trouvent dans le bon ordre. Les étapes peuvent également être " -"“repliées” dans le kanban pour une présentation plus nette, via le menu " -":guilabel:`Paramètres` à droite de chaque titre d'étape, représenté par une " -"icône en forme d'engrenage." - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" -"L'icône d'engrenage est masquée par défaut et apparaît à côté de l'icône " -":guilabel:`+` lorsque vous passez la souris dessus." - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" -"Lorsque vous cliquez dessus, un menu déroulant de paramètres apparaît." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" -"Aperçu des paramètres d'événement dans la vue kanban dans Odoo Événements" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "Créer un nouvel événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" -"Pour créer un événement, cliquez sur :guilabel:`Créer` depuis le tableau de " -"bord d'Événement. Odoo redirigera la page vers un formulaire de modèle " -"d'événement vierge." - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" -"Sur le formulaire de l'événement, complétez les champs nécessaires, soit en " -"choisissant parmi les données existantes dans la base de données Odoo ou en " -"créant et modifiant de nouvelles données de champ. Les informations clés à " -"saisir pour l'événement sont les suivantes :" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr ":guilabel:`Nom de l'événement` : donnez un titre à l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" -":guilabel:`Date` : comprend les dates/heures de début et de fin de " -"l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr ":guilabel:`Fuseau horaire` : couvre le fuseau horaire de l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" -":guilabel:`Modèle` : choisissez un modèle d'événement prédéfini ou créez un " -"modèle personnalisé et sélectionnez-le ici." - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -":guilabel:`Étiquettes` : ajoutez des étiquettes pour indiquer brièvement la " -"nature de l'événement (par ex. `salon professionnel`). Les étiquettes " -"permettent de mieux organiser les cartes d'événement dans le kanban et sont " -"utiles pour utiliser des filtres de recherche pendant les périodes " -"d'analyse." - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" -":guilabel:`Organisateur` : détail du ou des organisateurs de l'événement. Ce" -" champ correspond généralement à la société qui possède la base de données " -"Odoo ou à un fournisseur." - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" -":guilabel:`Responsable` : la personne de contact responsable de " -"l'organisation de l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" -":guilabel:`Site web` : indiquez sur quel(s) site(s) web d'Odoo l'événement " -"doit être publié." - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" -":guilabel:`Lieu` : indiquez les détails du lieu ici s'il s'agit d'un nouvel " -"enregistrement, ou choisissez un lieu existant." - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" -":guilabel:`Limiter les inscriptions` : si cette option est activée, les " -"inscriptions sont limitées à un chiffre défini." - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" -":guilabel:`Confirmation automatique` : si cette option est activée, l'email " -"de confirmation envoyé aux personnes inscrites à l'événement est annulé et " -"l'inscription est confirmée automatiquement." - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"Une fois les champs du formulaire de l'événement complétés, passez aux " -"onglets :guilabel:`Tickets` et :guilabel:`Communication` et, si nécessaire, " -"l'onglet :guilabel:`Questions` si les inscriptions nécessitent des " -"informations supplémentaires." - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "Ajouter et vendre des tickets d'événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -"Sous l'onglet :guilabel:`Tickets`, ajoutez des lignes pour chaque type de " -"ticket que l'événement prévoit d'offrir. Déterminez ici le prix du ticket, " -"les dates de début et de fin des inscriptions et le nombre maximum de " -"tickets pouvant être vendus." - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" -"Si la vente de tickets n'est pas nécessaire pour l'événement, un simple " -"bouton :guilabel:`Inscription` sera affiché par défaut sur la page de " -"l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "Vue de l'onglet Tickets dans Odoo Événements." - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" -"Envoyer des emails, SMS et publications automatisés aux participants de " -"l'événement " - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -"Sous l'onglet :guilabel:`Communication`, configurez un email, SMS ou " -"publication automatisés pour rester en contact avec les participants à " -"l'événement. Pour chaque communication, cliquez sur :guilabel:`Ajouter une " -"ligne` dans le formulaire de l'onglet :guilabel:`Communication` et " -"choisissez ensuite parmi des modèles de communication (ou créez-en un) en " -"utilisant le menu déroulant dans la colonne :guilabel:`Modèle`." - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"Ensuite, définissez l':guilabel:`Intervalle` et l':guilabel:`Unité` de temps" -" pour la fréquence d'envoi de la communication; utilisez ces champs " -"temporels pour préciser la fréquence d'envoi des communications en " -":guilabel:`Heures`, :guilabel:`Jours`, :guilabel:`Semaines`, ou " -":guilabel:`Mois`. Il est également possible d'envoyer des communications " -"`Immédiatement` après l'activation d'un :guilabel:`Déclencheur` donné." - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"Dans la dernière colonne, déterminez le :guilabel:`Déclencheur` qui contrôle" -" comment et quand la communication est envoyée. Pour cette action, " -"choisissez entre : :guilabel:`Avant l'événement`, :guilabel:`Après chaque " -"inscription`, ou :guilabel:`Après l'événement`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "Vue de l'onglet Communication dans Odoo Événements." - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "Joindre un questionnaire aux inscriptions à l'événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" -"La mise en place d'un questionnaire lors de l'inscription à un événement est" -" un moyen efficace d'évaluer à l'avance les souhaits, les besoins et les " -"intérêts des participants à l'événement. Les questionnaires constituent " -"également des outils d'analyse informatifs pour les périodes d'analyse avant" -" (ou après) la tenue d'un événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"Pour créer un questionnaire, dans l'application :guilabel:`Événements`, " -"allez à :menuselection:`Configuration --> Paramètres` et activez ensuite le " -"paramètre :guilabel:`Questions`." - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"Une fois le paramètre activé, des questions et des réponses peuvent être " -"ajoutées (et enregistrées) sous l'onglet :guilabel:`Questions` du formulaire" -" d'événement. Pour chaque question, indiquez si elle ne doit être posée " -"qu'une seule fois en cochant la case :guilabel:`Demander une fois par " -"commande` ou si la question nécessite une :guilabel:`Réponse obligatoire`, " -"ce qui rendra la question obligatoire pour l'inscription." - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" -"Si la case :guilabel:`Une fois par commande` est activée, le questionnaire " -"ne sera affiché qu'une seule fois lors de l'inscription de 3 participants à " -"l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"Vous avez le choix entre deux :guilabel:`Types de question` : " -":guilabel:`Sélection` et :guilabel:`Saisie de texte`. Le type " -":guilabel:`Sélection` permet aux participants de sélectionner une réponse " -"parmi des options préconfigurées, qui sont saisies dans l'onglet " -":guilabel:`Réponses` ci-dessous. Le type :guilabel:`Saisie de texte` permet " -"aux participants de donner leur propre réponse à la question dans une zone " -"de texte." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" -"Vue d'un formulaire d'événement, ouvrez l'onglet Questions et ajoutez une " -"question." - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" -"Enregistrer des notes internes ou ajouter des instructions sur le ticket" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" -"Dans l'onglet :guilabel:`Notes`, vous avez la possibilité d'ajouter une " -":guilabel:`Note` et/ou des :guilabel:`Instructions sur le ticket`." - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -"Dans le champ :guilabel:`Note`, vous pouvez laisser des notes internes " -"(telles que listes de tâches, coordonnées, etc.) pour que le personnel de " -"l'événement puisse s'y référer. Dans le champ :guilabel:`Instructions sur le" -" ticket`, vous pouvez partager des informations utiles pour le personnel et " -"les participants (telles que l'itinéraire pour se rendre sur le lieux de " -"l'événement, les heures d'ouverture/de fermeture, etc.)." - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" -"Tapez `/` dans la zone de texte (:guilabel:`Note` ou :guilabel:`Instructions" -" sur le ticket`) pour faire apparaître un sous-menu d'options de " -":guilabel:`Structure`. Ces options fournissent diverses options de formatage" -" afin de garantir que les informations internes essentielles soient " -"organisées pour que le personnel de l'événement puisse en prendre " -"connaissance." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "Vue de l'onglet Notes dans Odoo Événements." - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "Inviter des participants à l'événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" -"Pour inviter des personnes à un événement, cliquez sur le bouton " -":guilabel:`Inviter` situé dans le coin supérieur gauche du formulaire de " -"l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" -"Dans le formulaire d'invitation, vous avez la possibilité d'envoyer des " -"invitations par email ou par SMS. Chaque message peut être entièrement " -"personnalisé et des destinataires peuvent être ajoutés." - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"L'ajout d'une ligne de :guilabel:`Sujet` est obligatoire pour le message " -"d'invitation, mais le champ :guilabel:`Aperçu du texte` est optionnel. " -"L':guilabel:`Aperçu du texte` est une phrase accrocheuse destinée à " -"encourager les destinataires à ouvrir l'email." - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" -"Dans la plupart des cas, l':guilabel:`Aperçu du texte` est affiché à côté du" -" sujet. Laissez ce champ vide pour que les premiers caractères du contenu de" -" l'email s'affichent à la place." - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "Sélectionner les invités et configurer les filtres de destinataires" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"Au milieu du formulaire d'invitation, trouvez et cliquez le champ " -":guilabel:`Destinataires` pour faire apparaître un menu déroulant des " -"options de destinataires. Ces choix représentent l'endroit où Odoo trouvera " -"les informations souhaitées sur les destinataires." - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"Une fois qu'une option de ce menu est sélectionnée (par ex. " -":guilabel:`Candidat`, :guilabel:`Contact`, :guilabel:`Inscription à " -"l'événement`, :guilabel:`Piste/Opportunité`, etc.), Odoo enverra " -"l'invitation à tous les destinataires qui correspondent à cette règle " -"initiale. Des règles additionnelles peuvent être ajoutées pour réduire le " -"nombre de destinataires ciblés, en cliquant sur :guilabel:`Ajouter un " -"filtre`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" -"Vue du bouton Ajouter un filtre en-dessous du champ des destinataires dans " -"Odoo Événements." - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -"Le fait que cliquer sur :guilabel:`Ajouter un filtre` fait apparaître trois " -"champs, formatés comme une équation. Pour faire apparaître les options du " -"sous-menu, cliquez sur chaque champ et faites les choix souhaités jusqu'à ce" -" que la configuration préférée soit atteinte. Le nombre d':`Enregistrements`" -" qui correspondent aux règles est indiqué en vert à droite du champ " -":guilabel:`Destinataires`." - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"À droite de chaque règle se trouvent les icônes :guilabel:`x`, " -":guilabel:`+`, et :guilabel:`...`. L'icône :guilabel:`x` supprime un nœud " -"(ligne) spécifique de la règle. L'icône :guilabel:`+` ajoute un nœud (ligne)" -" à la règle. Et l'icône :guilabel:`...` ajoute une branche au nœud. Une " -"branche signifie que deux sous-nœuds sont ajoutés à la règle, donnant encore" -" plus de spécificité à la ligne qui la précède." - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "Créer une invitation personnalisée à un événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -"Dans l'onglet :guilabel:`Corps de l'email`, vous pouvez choisir parmi un " -"certain nombre de modèles de message préconfigurés. Sélectionnez le modèle " -"souhaité et modifiez chaque élément de son design avec la fonctionnalité " -"glisser-déposer du constructeur web d'Odoo, situé dans la barre latérale " -"droite." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" -"Vue de la fonctionnalité de glisser-déposer des blocs de construction " -"utilisés pour personnaliser les emails d'invitation à un événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" -"Pour créer un email d'invitation à un événement à partir de zéro, " -"sélectionnez le modèle :guilabel:`Texte simple` et Odoo fournira un canevas " -"d'email vierge, à personnaliser soit en utilisant l'éditeur de texte enrichi" -" en frontend qui accepte les commandes slash (`/`), soit en utilisant " -"l'éditeur de code XML lorsque le :ref:`mode développeur ` " -"est activé et l'icône :guilabel:`` est pressée." - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -"L'onglet :guilabel:`Corps de l'email` (et les options du modèle) sont " -"uniquement disponibles si le :guilabel:`Type d'envoi` de l'email " -"d'invitation est :guilabel:`Email`. Si le :guilabel:`Type d'envoi` est " -":guilabel:`SMS`, un onglet :guilabel:`Contenu du SMS` (étant un espace de " -"texte vide) apparaît à la place." - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "Modifier les paramètres d'invitation à un événement" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" -"Les options sous l'onglet :guilabel:`Paramètres` varient en fonction du " -":guilabel:`Type d'envoi` choisi." - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -"Si le :guilabel:`Type d'envoi` est :guilabel:`Email`, un employé peut être " -"désigné comme :guilabel:`Responsable`, ce que signifie que cette personne " -"est responsable de ce message d'invitation spécifique. Des alias de " -"messagerie d':guilabel:`Envoi` et de :guilabel:`Réponse` peuvent également " -"être définis ici." - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" -"De plus, si des documents spécifiques sont requis (ou utiles) pour cette " -"invitation, ils peuvent être envoyés avec cet email, en cliquant sur " -":guilabel:`JOINDRE UN FICHIER` et en ajoutant le ou les documents en " -"question." - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -"Si le :guilabel:`Type d'envoi` est :guilabel:`SMS`, un " -":guilabel:`Reponsable` peut être désigné et l'option :guilabel:`Inclure un " -"lien de désinscription` est disponible." - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "Envoyer des invitations aux destinataires" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -"Si le :guilabel:`Type d'envoi` est :guilabel:`Email`, vous avez trois " -"options pour envoyer l'invitation : :guilabel:`Envoyer`, " -":guilabel:`Planifier`, et :guilabel:`Tester`." - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -"L'option :guilabel:`Envoyer` permet d'envoyer l'invitation immédiatement. " -"L'option :guilabel:`Planifier` fait apparaître une fenêtre contextuelle dans" -" laquelle il est possible de sélectionner une date/heure d'envoi de l'email." -" L'option :guilabel:`Tester` fait apparaître une fenêtre contextuelle, dans " -"laquelle des adresses d'email de destinataires spécifiques peuvent être " -"saisies pour que Odoo leur envoie la version actuelle du mailing pour " -"révision avant de l'envoyer officiellement aux participants potentiels de " -"l'événement." - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -"Si le :guilabel:`Type d'envoi` est :guilabel:`SMS`, il y a quatre options " -"pour envoyer l'invitation : :guilabel:`Mettre dans la file d'attente`, " -":guilabel:`Envoyer maintenant`, :guilabel:`Planifier` et :guilabel:`Tester`." - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -"L'option :guilabel:`Mettre dans la file d'attente` permet de planifier " -"l'envoi d'un SMS à tous les destinataires (qui correspondent aux règles " -"désignées, le cas échéant) dans un avenir proche. Le fait de cliquer sur " -":guilabel:`Mettre dans la file d'attente` fait apparaître une fenêtre " -"contextuelle qui demande une confirmation. Une fois confirmé, une bannière " -"bleue apparaît sur le formulaire d'invitation, indiquant que le SMS sera " -"envoyé plus tard dans la journée." - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -"Les options :guilabel:`Envoyer maintenant`, :guilabel:`Planifier` et " -":guilabel:`Tester` fonctionnent de la même manière pour les deux options " -":guilabel:`Type d'envoi`." - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" -"Tant qu'un événement n'est pas publié, il reste masqué pour le public du " -"site web, qui ne pourra pas s'inscrire. Pour publier un événement, naviguez " -"jusqu'à l'événement depuis le backend d'Odoo via l'application " -":guilabel:`Événements` ou accédez à la page masquée de l'événement depuis le" -" frontend en tant qu'utilisateur privilégié ou administrateur." - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" -"Si naviguez depuis le backend, allez au formulaire de l'événement et cliquez" -" sur le bouton intelligent :guilabel:`Visiter le site web` pour accéder à la" -" page de l'événement sur le site web (sur le frontend). Si vous commencez à " -"partir du frontend, allez simplement à la page de l'événement qui doit être " -"publié." - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" -"Quel que soit le chemin emprunté, une page d'événement peut uniquement être " -"publiée depuis le frontend. Dans le coin supérieur droit de la page de " -"l'événement sur le site web, activez le commutateur pour changer le statut " -"rouge :guilabel:`Non publié` en statut vert :guilabel:`Publié`. La page de " -"l'événement sera ainsi immédiatement accessible au public depuis le site " -"web." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" -"Vue d'une page du site web et l'option de publier le site web dans Odoo " -"Événements." - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -5070,117 +4650,109 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "Vendre des tickets" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -"Créez des types de tickets personnalisés (avec des prix différents) parmi " -"lesquels les participants potentiels pourront choisir, directement sur le " -"formulaire du modèle d'événement, sous l'onglet :guilabel:`Tickets`. Odoo " -"simplifie la procédure d'achat de tickets en proposant plusieurs modes de " -"paiement." -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Configuration" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"Tout d'abord, afin d'activer la création (et la vente) de tickets " -"d'événement, allez à :menuselection:`Configuration --> Paramètres` et " -"activez les fonctionnalités :guilabel:`Tickets` et :guilabel:`Billetterie en" -" ligne`." -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -"La fonctionnalité :guilabel:`Tickets` vous permet de vendre des tickets pour" -" un événement." -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -"La fonctionnalité :guilabel:`Billetterie en ligne` vous permet de vendre des" -" tickets sur le site web." -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" -"Si ces options ne sont *pas* activées, un bouton :guilabel:`S'inscrire` par " -"défaut sera disponible pour les inscriptions gratuites." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "Vue de la page des paramètres d'Odoo Événements." -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "Utiliser les bons de commande pour vendre des tickets" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -"Dans l'application :guilabel:`Ventes`, ajoutez une inscription à l'événement" -" créée précédemment (comme s'il s'agissait d'un produit) au bon de commande " -"en tant que ligne de la commande. Lors de l'ajout de l'inscription, une " -"fenêtre contextuelle apparaît et permet de sélectionner un événement " -"spécifique (et le type de ticket). Ce ticket d'événement spécifique est " -"alors lié au bon de commande." -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"Vue d'un bon de commande et de l'option de choisir l'événement spécifique " -"dans Odoo Événements." -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -"Les événements dont les tickets se vendent en ligne ou par le biais de bons " -"de commande disposent d'un :guilabel:`bouton intelligent Ventes`, situé en " -"haut du formulaire du modèle d'événement (dans l'application " -":guilabel:`Événements`)." -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" -"Le fait de cliquer sur le :guilabel:`bouton intelligent Ventes` fait " -"apparaître une page contenant tous les bons de commande liés à cet " -"événement." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." @@ -5188,49 +4760,144 @@ msgstr "" "Vue d'un formulaire d'événement et du bouton intelligent des ventes dans " "Odoo Événements." +#: ../../content/applications/marketing/events/sell_tickets.rst:64 +msgid "" +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 +msgid "" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" + #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -"Vue d'un formulaire d'événement mettant en évidence la colonne des produits sous l'onglet tickets dans Odoo\n" -"Événements." -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "Utiliser le site web pour vendre des tickets" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:86 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." msgstr "" -"Pour les tickets achetés sur le site web, la procédure est similaire à la " -"création d'un :guilabel:`bon de commande` avec un produit " -":guilabel:`Inscription` spécifique. Dans ce cas, les tickets sont ajoutés à " -"un panier virtuel et la transaction peut être complétée comme d'habitude - " -"en utilisant n'importe quel mode de paiement préconfiguré qui a été mis en " -"place sur le site web." -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:91 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." msgstr "" -"L'achat effectué fait automatiquement l'objet d'un :guilabel:`bon de " -"commande`, qui peut être facilement consulté depuis le backend de la base de" -" données." #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "Vue de la transaction sur le site web pour Odoo Événements." +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "Suivre et gérer des présentations" +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -5714,6 +5381,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "Modèles de campagne" @@ -5731,7 +5399,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5754,7 +5423,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5795,31 +5466,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5827,75 +5499,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Enregistrements" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Participants" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Flux de travail" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Activités" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5903,98 +5575,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Analyse" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Double consentement" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "Configuration de la campagne" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -11019,7 +10973,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -11699,7 +11653,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -11800,14 +11754,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -11842,11 +11796,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -11859,7 +11813,7 @@ msgid "Add a section" msgstr "Ajouter une section" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -11869,7 +11823,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -11883,7 +11837,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -11892,7 +11846,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -11903,7 +11857,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "Onglet Options" @@ -12183,32 +12137,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "Onglet Description" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -12219,11 +12177,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -12237,7 +12195,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -12246,7 +12204,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -12255,7 +12213,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -12264,7 +12222,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -12272,14 +12230,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -12288,26 +12246,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -12316,11 +12274,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -12396,7 +12354,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -12692,6 +12650,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "Créer des questions" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "Choisissez parmi les :guilabel:`Types de questions` suivants :" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "Noter les sondages" @@ -12834,547 +13336,3 @@ msgstr "" msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" "Exemple de présentation d'un badge sur la partie eLearning du site web." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "Créer des questions" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "Choisissez parmi les :guilabel:`Types de questions` suivants :" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/fr/LC_MESSAGES/sales.po b/locale/fr/LC_MESSAGES/sales.po index 8ec868c5b..b640209f2 100644 --- a/locale/fr/LC_MESSAGES/sales.po +++ b/locale/fr/LC_MESSAGES/sales.po @@ -27,7 +27,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -81,7 +81,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -97,7 +98,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1763,7 +1764,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2810,6 +2811,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2997,6 +2999,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analyse du pipeline" @@ -5783,6 +5952,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5797,7 +6004,7 @@ msgid "The probability of success displayed on the opportunity form." msgstr "" "La probabilité de réussite affichée sur le formulaire de l'opportunité." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." @@ -5806,7 +6013,7 @@ msgstr "" "augmente automatiquement en fonction de l’algorithme de notation prédictive " "des pistes." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " @@ -5816,7 +6023,7 @@ msgstr "" "Cependant, les variables utilisées pour calculer la probabilité de réussite " "peuvent être personnalisés dans les paramètres." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5828,7 +6035,7 @@ msgstr "" ":guilabel:`Notation prédictive des pistes`, cliquez sur le bouton " ":guilabel:`Mettre à jour les probabilités`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5843,23 +6050,23 @@ msgstr "" "La fenêtre Mettre à jour les probabilités dans les paramètres de la Notation" " prédictive des pistes." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "Chacune des variables suivantes peut être activée :" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`État` : l'état géographique d'où provient l'opportunité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`Pays` : le pays géographique d'où provient l'opportunité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" @@ -5867,7 +6074,7 @@ msgstr "" ":guilabel:`Qualité du téléphone` : si un numéro de téléphone est indiqué " "pour l'opportunité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" @@ -5875,7 +6082,7 @@ msgstr "" ":guilabel:`Qualité de l'email` : si une adresse email est indiquée pour " "l'opportunité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" @@ -5883,15 +6090,15 @@ msgstr "" ":guilabel:`Source` : la source d'une opportunité (par ex. moteur de " "recherche, réseaux sociaux)" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`Langue` : la langue parlée indiquée pour l'opportunité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`Étiquettes` : les étiquettes apposées sur l'opportunité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5906,7 +6113,7 @@ msgstr "" "ces deux variables, quelles que soient les variables optionnelles " "sélectionnées." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " @@ -5916,16 +6123,16 @@ msgstr "" "en compte les pistes créées à partir du :` pour sélectionner la date à " "partir de laquelle la notation prédictive des pistes commencera à calculer." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" "Enfin, cliquez sur :guilabel:`Confirmer` pour enregistrer les changements. " -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "Modifier la probabilité manuellement" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." @@ -5934,7 +6141,7 @@ msgstr "" " sur le formulaire de l'opportunité. Cliquez sur le chiffre de probabilité " "pour la modifier." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" @@ -5945,7 +6152,7 @@ msgstr "" "sera plus mise à jour automatiquement au fur et à mesure que l'opportunité " "franchit les différentes étapes du pipeline." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5961,11 +6168,11 @@ msgstr "" "L'icône d'engrenage utilisée pour réactiver la probabilité automatique sur " "un formulaire d'opportunité." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "Assigner des pistes d'après leur probabilité" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5977,11 +6184,11 @@ msgstr "" "d'assignation basées sur la probabilité de réussite des pistes afin de " "donner la priorité à celles qui ont le plus de chances de réussir." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "Configurer l'assignation basée sur des règles" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -5990,7 +6197,7 @@ msgstr "" ":menuselection:`CRM --> Configuration --> Paramètres` et activez " "l':guilabel:`Assignation basée sur des règles`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -6003,7 +6210,7 @@ msgstr "" ":guilabel:`De façon répétée`, ce qui signifie qu'Odoo déclenche " "automatiquement l'assignation en fonction de la période sélectionnée." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -6019,7 +6226,7 @@ msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" "Le paramètre Assignation basée sur des règles dans les paramètres de CRM." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -6033,11 +6240,11 @@ msgstr "" ":guilabel:`Assigner des pistes` sur la page de configuration de l'équipe " "commerciale)." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "Configurer des règles d'assignation" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -6050,7 +6257,7 @@ msgstr "" "Configuration --> Équipes commerciales` et sélectionnez une équipe " "commerciale." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -6065,7 +6272,7 @@ msgstr "" "inclure tout ce qui peut être pertinent pour cette entreprise ou équipe et " "un nombre illimité de règles peut être ajouté." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -6076,7 +6283,7 @@ msgstr "" "d'assignation pour ajouter une autre ligne. Cliquez sur le symbole " ":guilabel:`x` pour supprimer la ligne." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " @@ -6086,7 +6293,7 @@ msgstr "" "d'une opportunité, cliquez sur le menu déroulant à l'extrême gauche d'une " "ligne de règle d'assignation et sélectionnez :guilabel:`Probabilité`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " @@ -6096,7 +6303,7 @@ msgstr "" "souhaité—le plus souvent le symbole correspondant à *plus grand que*, *plus " "petit que*, *plus grand ou égal à*, ou *plus petit ou égal à*." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." @@ -6105,7 +6312,7 @@ msgstr "" "souhaitée pour la probabilité. Enfin, cliquez sur :guilabel:`Enregistrer` " "pour enregistrer les modifications." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -6124,7 +6331,7 @@ msgstr "" "Domaine d'équipe commerciale défini sur une probabilité plus grande ou égale" " à vingt pour cent." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -6137,7 +6344,7 @@ msgstr "" ":guilabel:`Membres` et modifiez la section :guilabel:`Domaine`. Cliquez sur " ":guilabel:`Enregistrer` pour enregistrer les changements." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -6155,7 +6362,7 @@ msgstr "" " activée, l'équipe commerciale ou le vendeur peut toujours se voir assigner " "des pistes manuellement." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -6555,6 +6762,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Revendeurs" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -7490,64 +7935,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -8634,6 +9075,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "Configuration du mode de paiement" @@ -8657,6 +9099,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "Payer avec un terminal de paiement" @@ -9327,51 +9770,44 @@ msgstr "" "cryptage correcte nécessaire pour être utilisés avec une base de données " "Odoo." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "Configuration du mode de paiement" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -"Allez d'abord aux paramètres généraux de votre application PdV et activez le" -" paramètre Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" -"De retour à :menuselection:`Point de Vente --> Configuration --> Point de " -"Vente`, allez dans la section des paiements et accédez à vos modes de " -"paiement. Créez un nouveau mode de paiement pour Vantiv, choisissez l'option" -" terminal de paiement Vantiv, puis créez de nouveaux identifiants Vantiv." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -"Pour créer de nouveaux identifiants Vantiv, saisissez votre ID marchand et " -"votre mot de passe, puis enregistrez. Assurez-vous que les identifiants que " -"vous venez de créer sont sélectionnés, puis enregistrez le mode de paiement." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "Payer avec un terminal de paiement" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" -"Dans votre interface PdV, sélectionnez votre mode de paiement Vantiv lors du" -" paiement... et c'est tout." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -9740,6 +10176,7 @@ msgstr "" "pourrez terminer la transaction." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Remises" @@ -10545,7 +10982,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "Formulaire de configuration d'une liste de prix à prix multiples" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "Règles de prix avancées" @@ -10783,19 +11220,19 @@ msgstr "" msgid "POS receipt" msgstr "Reçu du Point de Vente" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Réimprimer un reçu" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -10812,7 +11249,7 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "Bouton d'impression du reçu depuis le backend" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " @@ -10822,11 +11259,11 @@ msgstr "" "recherche. Tapez votre référence et cliquez sur :guilabel:`Numéro de reçu`, " ":guilabel:`Date`, ou :guilabel:`Client`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Factures clients" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " @@ -10836,7 +11273,7 @@ msgstr "" ":ref:`clients enregistrés ` lors du paiement et de récupérer " "toutes les commandes facturées antérieurement." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " @@ -10846,7 +11283,7 @@ msgstr "" "comptable ` correspondant, précédemment " ":ref:`configuré `." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -10863,11 +11300,11 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "section comptabilité dans les paramètres du point de vente" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "Facturer un client" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." @@ -10875,7 +11312,7 @@ msgstr "" "Lors du traitement d'un paiement, cliquez sur :guilabel:`Facture` en dessous" " du nom du client afin d'émettre une facture pour cette commande." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." @@ -10884,7 +11321,7 @@ msgstr "" "**facture** est automatiquement émise et prête à être téléchargée et/ou " "imprimée." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." @@ -10892,15 +11329,15 @@ msgstr "" "Pour pouvoir émettre une facture, vous devez sélectionner un :ref:`client " "`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "Récupérer des factures" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "Pour récupérer des factures à partir du **tableau de bord du PdV**," -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" @@ -10908,7 +11345,7 @@ msgstr "" "accédez à toutes les commandes passées par votre Point de vente en allant au" " :menuselection:`Point de vente --> Commandes --> Commandes`;" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -10921,7 +11358,7 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "bouton intelligent de facture sur un formulaire de commande" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." @@ -10929,7 +11366,7 @@ msgstr "" "Les **Commandes facturées** peuvent être identifiées par le statut " ":guilabel:`Facturé` dans la colonne :guilabel:`Statut`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." @@ -10937,11 +11374,11 @@ msgstr "" "Vous pouvez filtrer la liste des commandes sur les commandes facturées en " "cliquant sur :guilabel:`Filtres` et :guilabel:`Facturé`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "Codes QR pour générer des factures" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -10962,7 +11399,7 @@ msgstr "" msgid "order status change" msgstr "Changement du statut de la commande" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -16367,7 +16804,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -17186,10 +17623,64 @@ msgstr "" "configurée pour la dépense dans le champ :guilabel:`Client à refacturer`." #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "Refacturer une dépense" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." @@ -17197,7 +17688,7 @@ msgstr "" "Une fois ces étapes terminées, il est temps de revenir à la commande pour " "terminer la refacturation de la dépense au client." -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " @@ -17207,7 +17698,7 @@ msgstr "" " application Ventes`, et sélectionnez la commande appropriée qui doit être " "refacturée pour la dépense." -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -17225,7 +17716,7 @@ msgstr "" "Une commande avec la note de frais configurée prête à être facturée dans " "l'onglet Lignes de commande." -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -17244,7 +17735,7 @@ msgstr "" "Une fenêtre contextuelle permettant de créer des factures qui s'affiche " "lorsque vous cliquez sur le bouton Créer une facture." -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " @@ -17254,7 +17745,7 @@ msgstr "" "sélection :guilabel:`Facture normale` par défaut et cliquez sur " ":guilabel:`Créer une facture brouillon`." -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -17271,7 +17762,7 @@ msgstr "" "Une facture client brouillon avec la note de frais dans l'onglet Lignes de " "facture." -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" @@ -17282,7 +17773,7 @@ msgstr "" " le statut de la facture de :guilabel:`Brouillon` à " ":guilabel:`Comptabilisé`." -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -17294,7 +17785,7 @@ msgstr "" "message préconfiguré et une facture en PDF dans le corps du message. Le " "message peut être modifié si vous le souhaitez. " -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -17307,7 +17798,7 @@ msgstr "" "plus, un PDF de la facture est automatiquement téléchargé à des fins " "d'archivage et/ou d'impression." -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -17321,7 +17812,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "Une facture client avec le bouton Enregistrer un paiement." -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -17341,7 +17832,7 @@ msgstr "" "Une fenêtre contextuelle permettant d'enregistrer un paiement sur une " "facture client dans Odoo Ventes." -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -17353,12 +17844,12 @@ msgstr "" "apparaît dans le coin supérieur droit de la facture, ce qui signifie que " "cette facture est entièrement payée. Le flux de travail est ainsi terminé. " -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" @@ -20906,7 +21397,7 @@ msgstr "" "Produits --> Listes de prix`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -21583,6 +22074,58 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " @@ -21593,7 +22136,7 @@ msgstr "" " des formules. Ces changements peuvent être relatifs au prix de la liste de " "produits/catalogue, au coût du produit ou à une autre liste de prix." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -21608,7 +22151,7 @@ msgstr "" "(:menuselection:`application Ventes --> Configuration --> Paramètres`), et " "cliquez sur :guilabel:`Enregistrer`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -21622,7 +22165,7 @@ msgstr "" ":guilabel:`Listes de prix` sur la page des :guilabel:`Paramètres`) ou allez " "à l'application :menuselection:`Ventes --> Produits --> Listes de prix`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." @@ -21631,7 +22174,7 @@ msgstr "" "vous voulez modifier ou créez une nouvelle liste de prix en cliquant sur le " "bouton :guilabel:`Nouveau`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -21650,32 +22193,32 @@ msgstr "" "Présentation de la fenêtre contextuelle permettant de créer des règles de " "liste de prix dans Odoo Ventes." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "Calcul du prix" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" "Dans cette fenêtre, choisissez d'abord l'une des trois options de " ":guilabel:`Calcul` :" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" ":guilabel:`Prix fixe` : le prix est calculé sur la base d'un prix fixe." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr ":guilabel:`Remise` : le prix est calculé sur la base d'une remise." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr ":guilabel:`Formule` : le prix est calculé sur la base d'une formule." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." @@ -21683,7 +22226,7 @@ msgstr "" "Chaque option de :guilabel:`calcul` fait apparaître des champs qui lui sont " "propres." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -21695,7 +22238,7 @@ msgstr "" "sélectionné :guilabel:`Remise`, vous pouvez indiquer le pourcentage de " "remise souhaité dans le champ :guilabel:`Remise` qui apparaît." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -21708,7 +22251,7 @@ msgstr "" "Les différentes options de calcul pour les formules présentes dans Odoo " "Ventes." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -21720,7 +22263,7 @@ msgstr "" " de vente`, :guilabel:`Coût`, ou :guilabel:`Autre liste de prix`. Ce choix " "détermine sur quoi la formule de règle de prix avancée sera basée." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " @@ -21730,7 +22273,7 @@ msgstr "" "remise à appliquer. Il convient de noter qu'une majoration peut être " "appliquée en définissant une remise négative dans ce champ." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -21751,7 +22294,7 @@ msgstr "" "Comment formuler un coût de majoration avec un marge minimale de 5 dollars " "dans Odoo Ventes." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -21764,11 +22307,11 @@ msgstr "" "d'arrondi`. La méthode d'arrondi définit le prix de manière à ce qu'il soit " "un multiple de la valeur du champ." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "L'arrondi est appliqué *après* la remise et *avant* le supplément." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." @@ -21776,7 +22319,7 @@ msgstr "" "Pour que les prix se terminent par 9,99, définissez la :guilabel:`Méthode " "d'arrondi` à `10` et les :guilabel:`Frais supplémentaires` sur `-0,01`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." @@ -21784,7 +22327,7 @@ msgstr "" "Enfin, précisez le montant minimum de la marge par rapport au prix de base " "dans le champ :guilabel:`Marges`. " -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." @@ -21793,7 +22336,7 @@ msgstr "" "Odoo fournit un exemple de la forme dans un bloc bleu à droite des " "configurations." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -21810,11 +22353,11 @@ msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" "Exemple d'une remise de 20% avec des prix arrondis à 9,99 dans Odoo Ventes." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Conditions" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." @@ -21822,7 +22365,7 @@ msgstr "" "La section :guilabel:`Conditions` se trouve au bas de la fenêtre " "contextuelle :guilabel:`Créer des règles de liste de prix`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" @@ -21830,7 +22373,7 @@ msgstr "" "Ici, commencez par sélectionner l'une des options dans le champ " ":guilabel:`Appliquer sur`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." @@ -21838,7 +22381,7 @@ msgstr "" ":guilabel:`Tous les produits` : la règle de liste de prix avancée s'applique" " à tous les produits." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." @@ -21846,7 +22389,7 @@ msgstr "" ":guilabel:`Catégorie de produits` : la règle de liste de prix avancée " "s'applique à une catégorie de produits spécifique." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." @@ -21854,7 +22397,7 @@ msgstr "" ":guilabel:`Produit` : la règle de liste de prix avancée s'applique à un " "produit spécifique." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." @@ -21862,7 +22405,7 @@ msgstr "" ":guilabel:`Variante de produit` : la règle de liste de prix avancée " "s'applique à une variante de produit spécifique." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -21875,7 +22418,7 @@ msgstr "" "produits`, le :guilabel:`Produit` ou la :guilabel:`Variante de produit` " "spécifique." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" @@ -21886,7 +22429,7 @@ msgstr "" "sélectionnez une plage de dates pour la validation des éléments de la liste " "de prix dans le champ :guilabel:`Validité`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " @@ -21897,7 +22440,7 @@ msgstr "" "avancée ou cliquez sur :guilabel:`Enregistrer & Nouveau` pour immédiatement " "créer une autre règle de liste de prix avancée dans un formulaire vierge." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." @@ -21906,11 +22449,11 @@ msgstr "" "règle pour sa catégorie de produits, Odoo prend la règle du produit lui-" "même." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -22520,7 +23063,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "Variantes de produit" @@ -23053,14 +23596,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -"L'ordre des attributs sur la page :guilabel:`Attributs` détermine la façon " -"dont ils apparaissent sur les pages :guilabel:`Configurateur de produts`, le" -" tableau de bord du :guilabel:`Point de Vente` et :guilabel:`eCommerce`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -23071,24 +23611,127 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" +":guilabel:`Instantanément`: crée toutes les variantes possibles dès que les " +"attributs et les valeurs sont ajoutés à un modèle de produit." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" +"Une fois ajouté à un produit, le :guilabel:`mode de création de variantes` " +"d'un attribut ne peut être modifié." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -23097,7 +23740,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -23105,20 +23748,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -23126,114 +23769,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" -":guilabel:`Instantanément`: crée toutes les variantes possibles dès que les " -"attributs et les valeurs sont ajoutés à un modèle de produit." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" -"Une fois ajouté à un produit, le :guilabel:`mode de création de variantes` " -"d'un attribut ne peut être modifié." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -23241,7 +23793,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -23254,7 +23806,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -23266,20 +23818,20 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." @@ -23288,7 +23840,7 @@ msgstr "" "produit en ajoutant une nouvelle ligne et en tapant le nom dans l'onglet " ":guilabel:`Variantes`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -23296,7 +23848,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -23305,7 +23857,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -23315,14 +23867,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -23330,7 +23882,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -23338,18 +23890,18 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." @@ -23357,11 +23909,11 @@ msgstr "" "Des processus similaires de création de variantes de produit sont " "accessibles via les applications Achats, Inventaire et eCommerce." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -23374,19 +23926,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -23398,14 +23950,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -23413,11 +23965,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -23431,7 +23983,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -23444,39 +23996,39 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Impact des variantes" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" @@ -23487,14 +24039,14 @@ msgstr "" "reflète la somme de toutes les variantes, mais l'inventaire réel est calculé" " par variante individuelle." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" ":guilabel:`Image`: Chaque variante de produit peut avoir sa propre image " "spécifique." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." @@ -23502,7 +24054,7 @@ msgstr "" "Les modifications du modèle de produit s'appliquent automatiquement à chaque" " variante de ce produit." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -24236,7 +24788,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -24417,7 +24969,7 @@ msgstr "" " automatiquement (si l'application *Inventaire* d'Odoo est installée)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -24438,7 +24990,7 @@ msgstr "" "traduire par une augmentation des ventes." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -24480,7 +25032,7 @@ msgstr "" " :guilabel:`Produit`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -24509,7 +25061,7 @@ msgstr "" "mais cette valeur peut être modifiée à tout moment." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -25856,7 +26408,7 @@ msgstr "" "existants de la base de données s'ouvre. Sélectionnez le produit souhaité " "dans le menu déroulant pour l'ajouter au modèle de devis." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -25868,7 +26420,15 @@ msgstr "" "menu déroulant. Vous pouvez également trouver des produits en cliquant sur " ":guilabel:`Recherche avancée` dans le menu déroulant." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." @@ -25876,7 +26436,7 @@ msgstr "" "Lorsqu'un produit est ajouté à un modèle de devis, la :guilabel:`Quantité` " "par défaut est `1`, mais cette valeur peut être modifiée à tout moment." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -25884,7 +26444,7 @@ msgstr "" "Ensuite, glissez et déposez le produit à l'endroit souhaité, en utilisant " "l'icône des :guilabel:`six carrés` à gauche de chaque ligne." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -25898,7 +26458,7 @@ msgstr "" "s'affiche dans lequel vous pouvez donner un nom à la section. Une fois le " "nom saisi, cliquez à côté pour enregistrer le nom de la section." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -25907,7 +26467,7 @@ msgstr "" "utilisant l'icône des :guilabel:`six carrés` située à gauche de chaque ligne" " d'article." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -25920,7 +26480,7 @@ msgstr "" "s'affiche dans lequel vous pouvez saisir la note souhaitée. Une fois la note" " saisie, cliquez à côté pour enregistrer la note." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." @@ -25928,7 +26488,7 @@ msgstr "" "Ensuite, glissez-déposez la note à l'endroit souhaité en utilisant l'icône " "des :guilabel:`six carrés`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " @@ -25938,11 +26498,11 @@ msgstr "" "et/ou note), cliquez sur l'icône de la corbeille :guilabel:`🗑️` à l'extrême " "droite de la ligne." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "Onglet Produits optionnels" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -25954,7 +26514,7 @@ msgstr "" "est d'offrir aux clients des produits utiles et pertinents, ce qui peut se " "traduire par une augmentation des ventes." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -25968,7 +26528,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "Les produits optionnels sur une commande typique avec Odoo Ventes." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -25981,7 +26541,7 @@ msgstr "" "produits ajoutés ici complètent l'offre originale en tant que valeur ajoutée" " pour l'acheteur potentiel." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." @@ -25989,17 +26549,17 @@ msgstr "" "Le fait de cliquer sur :guilabel:`Ajouter une ligne` fait apparaître un " "champ vierge dans la colonne :guilabel:`Produit`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" "Les produits optionnels ne sont **pas** obligatoires pour créer un modèle de" " devis." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "Onglet Conditions générales" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," @@ -26010,22 +26570,22 @@ msgstr "" "générales, tapez simplement (ou copiez/collez) les conditions générales " "souhaitées dans cet onglet." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" "Les conditions générales ne sont **pas** obligatoires pour créer un modèle " "de devis." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "Onglet Constructeur de devis en PDF" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " @@ -26035,7 +26595,7 @@ msgstr "" " devis attrayant, avec plus d'informations et des éléments visuellement " "agréables, afin de mettre en valeur des produits et/ou des services." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." @@ -26046,15 +26606,15 @@ msgstr "" "concernées. Cliquez sur l'icône :guilabel:`🗑️ (corbeille)` pour supprimer un" " PDF chargé." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "Utiliser les modèles de devis" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -26069,7 +26629,7 @@ msgstr "" "Le champ Modèles de devis sur un formulaire de devis standard dans Odoo " "Ventes." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -26084,7 +26644,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Aperçu client d'un modèle de devis dans Odoo Ventes." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -26096,7 +26656,7 @@ msgstr "" "typique avec Odoo *Site Web*. N'hésitez pas de consulter la documentation " "relative au :doc:`../../../websites/website` pour en savoir plus." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." @@ -26104,7 +26664,7 @@ msgstr "" "Lorsque toutes les configurations souhaitées sont terminées, cliquez sur le " "bouton :guilabel:`Enregistrer`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/fr/LC_MESSAGES/websites.po b/locale/fr/LC_MESSAGES/websites.po index 88b8cad12..4b5bb3976 100644 --- a/locale/fr/LC_MESSAGES/websites.po +++ b/locale/fr/LC_MESSAGES/websites.po @@ -11,18 +11,18 @@ # Richard Mathot , 2024 # Cécile Collart , 2024 # Jonathan Castillo , 2024 -# Jolien De Paepe, 2024 # Wil Odoo, 2024 # Manon Rondou, 2024 +# Jolien De Paepe, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Manon Rondou, 2024\n" +"Last-Translator: Jolien De Paepe, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1015,7 +1015,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Configuration" @@ -1174,14 +1174,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -1209,37 +1207,34 @@ msgstr "" "frais de livraison sont automatiquement calculés sur la base de chaque " "commande et que les étiquettes d'expédition sont générées." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "Disponibilité sur le site web" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -1256,11 +1251,11 @@ msgstr "" " doit être restreint. Laissez le champ **vide** pour que le mode soit " "disponible sur *tous* les sites web." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "Mode de livraison lors du paiement" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1803,6 +1798,16 @@ msgstr "" "stock n'est **pas** réservé. Les commandes doivent être confirmées " "manuellement pour réserver des produits en stock." +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "Retours et remboursements" @@ -8141,138 +8146,56 @@ msgstr "Barre de cookies" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" -"Les cookies sont de petits fichiers texte envoyés à votre appareil lorsque " -"vous visitez un site web. Ils sont traités et stockés par votre navigateur " -"et contiennent des informations sur votre visite, telles que les données de " -"connexion, la localisation, la langue, etc. Il existe deux principaux types " -"de cookies :" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" -msgstr "" -"Les cookies essentiels, qui sont nécessaires au bon fonctionnement du site " -"web ;" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" -"Les cookies non essentiels ou optionnels, qui sont utilisés pour analyser " -"votre comportement pour afficher des publicités." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." -msgstr "Exemple d'une barre de cookies dans une fenêtre contextuelle." #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -"La notification aux utilisateurs de la collecte des données, ainsi que de " -"ses méthodes et de ses finalités, est requise par les lois relatives à la " -"protection des données telles que le `RGPD `_. Les barres " -"de cookies sont généralement utilisées pour remplir cette obligation de " -"manière conviviale et transparente. Elles s'affichent dès la première visite" -" de l'utilisateur pour l'informer que le site web utilise des cookies et lui" -" permettre de décider s'il souhaite stocker des cookies non essentiels sur " -"son appareil." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." msgstr "" -"Pour activer la barre de cookies sur votre site web Odoo, allez à " -":menuselection:`Site Web --> Configuration` et activez la :guilabel:`Barre " -"de cookies` dans la section :guilabel:`Confidentialité`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 -msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." -msgstr "" -"Vous pouvez :ref:`personnaliser l'apparence de votre barre de cookies " -"` et :ref:`modifier le contenu de la page " -"Politique en matière de cookies correspondante `." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "Personnalisation" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" -"Pour modifier l'affichage de la barre de cookies, cliquez sur " -":guilabel:`Modifier` et sélectionnez le bloc de construction " -":guilabel:`Barre de cookies` dans les :guilabel:`Éléments invisibles` au bas" -" du panneau. Personnalisez-le à l'aide des options de l'onglet " -":guilabel:`Personnaliser` dans le panneau d'édition. Trois " -":guilabel:`Agencements` sont disponibles :" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr ":guilabel:`Discret` : barre fine" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr ":guilabel:`Classique` : bannière" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -":guilabel:`Fenêtre contextuelle` : vous pouvez modifier la " -":guilabel:`Position` de la fenêtre contextuelle pour l'afficher en " -":guilabel:`Haut`, au :guilabel:`Milieu` ou en :guilabel:`Bas` de l'écran." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "Vous pouvez également :" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "modifier la :guilabel:`Taille` de la barre de cookies ;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" -"activer la :guilabel:`Toile de fond` pour griser la page en arrière-plan " -"lorsque la barre de cookies s'affiche à l'écran ;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" -"personnaliser davantage l'apparence de la barre de cookies à l'aide des " -"options de personnalisation :guilabel:`Bloc` et/ou :guilabel:`Colonne`, qui " -"sont disponibles après avoir cliqué n'importe où dans le bloc de " -"construction." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." @@ -8280,45 +8203,33 @@ msgstr "" "Pour modifier les contenus de la barre de cookies (c'est-à-dire le message " "de consentement), cliquez directement dans le bloc de construction." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -"Le panneau d'édition d'Odoo Site Web pour personnaliser la barre de cookies." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "Politique en matière de cookies" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -"Lorsque vous activez la barre de cookies sur votre site web, Odoo crée la " -"page **Politique en matière de cookies** (`/cookie-policy`) contenant la " -"liste des cookies essentiels et optionnels. Pour y accéder, cliquer sur le " -"lien hypertexte :guilabel:`Politique en matière de cookies` dans la barre de" -" cookies ou ouvrez la page en allant à :menuselection:`Site Web --> Site -->" -" Pages`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -"Les contenus de la page peuvent être adaptés aux fonctionnalités et " -"caractéristiques de votre site web, le cas échéant." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" -"Vous pouvez ajouter un lien permettant d'accéder à cette page, par exemple " -"dans le pied de page de votre site web." #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" diff --git a/locale/he/LC_MESSAGES/essentials.po b/locale/he/LC_MESSAGES/essentials.po index a94288f62..8f1e14eda 100644 --- a/locale/he/LC_MESSAGES/essentials.po +++ b/locale/he/LC_MESSAGES/essentials.po @@ -5,9 +5,10 @@ # # Translators: # Adi Sharashov , 2024 -# Yihya Hugirat , 2024 # Roy Sayag, 2024 # ZVI BLONDER , 2024 +# Yihya Hugirat , 2024 +# yacov mosbacher , 2024 # Martin Trigaux, 2024 # #, fuzzy @@ -15,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" @@ -33,56 +34,55 @@ msgstr "" msgid "Activities" msgstr "פעילויות" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 -msgid "Schedule activities" +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 +msgid "Schedule activities" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -90,15 +90,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -110,28 +110,24 @@ msgstr "" msgid "New activity type form." msgstr "" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -141,97 +137,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -239,11 +235,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -252,12 +248,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -265,86 +261,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -352,7 +340,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -362,23 +350,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -387,14 +375,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -406,11 +394,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -418,18 +406,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -438,26 +426,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -468,11 +456,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -484,88 +472,96 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -573,13 +569,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -587,40 +583,40 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -628,13 +624,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -642,19 +638,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -662,7 +658,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -673,14 +669,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "אנשי קשר" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "שם" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "כתובת" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" diff --git a/locale/he/LC_MESSAGES/finance.po b/locale/he/LC_MESSAGES/finance.po index 131e26f40..465e88919 100644 --- a/locale/he/LC_MESSAGES/finance.po +++ b/locale/he/LC_MESSAGES/finance.po @@ -6,7 +6,6 @@ # Translators: # Adi Sharashov , 2023 # שהאב חוסיין , 2023 -# NoaFarkash, 2023 # MichaelHadar, 2023 # Ofir Blum , 2023 # Netta Waizer, 2023 @@ -21,18 +20,19 @@ # Orel Nahmany, 2024 # Jonathan Spier, 2024 # hed shefer , 2024 -# ZVI BLONDER , 2024 # Lilach Gilliam , 2024 # Martin Trigaux, 2024 +# ZVI BLONDER , 2024 +# NoaFarkash, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Martin Trigaux, 2024\n" +"Last-Translator: NoaFarkash, 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -87,7 +87,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -106,11 +106,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -119,11 +120,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -134,28 +135,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -164,186 +165,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "דו\"חות" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "דף בנק" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "דוח מע\"מ" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "בקרה" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "מאזן בוחן" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "לקוח/ספק" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "ניהול" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -351,31 +354,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -383,34 +386,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -614,10 +617,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2706,6 +2711,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "מיסים" @@ -4069,7 +4075,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -5860,7 +5866,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6409,8 +6415,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6757,6 +6763,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "לוח חשבונות" @@ -6783,11 +6790,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6797,98 +6804,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "סוג" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "דוח" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "קטגוריה" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "סוגי חשבון" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "מאזן" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "נכסים" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "לקוחות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "בנק ומזומנים" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6896,147 +6903,147 @@ msgstr "בנק ומזומנים" msgid "Current Assets" msgstr "נכסים שוטפים" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "נכסים שאינם שוטפים" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "תשלומים מראש" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "רכוש קבוע" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "התחייבויות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "ספקים" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "כרטיס אשראי" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "התחייבויות שוטפות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "התחייבויות בלתי שוטפות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "הון עצמי" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "עודפים מהשנה הנוכחית" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "רווח והפסד" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "הכנסה" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "הכנסה אחרת" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "מאשר הוצאות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "פחת" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "עלות המכר" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "אחר" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "יתרות חוץ מאזניות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "תגיות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "קבוצות חשבונות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7046,17 +7053,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7070,7 +7077,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7081,17 +7088,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7099,7 +7106,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7110,11 +7117,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "יצא משימוש" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7122,29 +7129,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7463,7 +7470,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "התאמת בנק" @@ -7941,11 +7948,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -7957,7 +7964,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -7968,33 +7975,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8002,11 +8009,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8015,11 +8022,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8031,17 +8038,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8053,19 +8060,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8080,18 +8087,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8106,11 +8113,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8126,11 +8133,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9245,6 +9252,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "ארצות הברית" @@ -9683,52 +9691,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "רווח והפסד" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "תקציר מנהלים" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9736,56 +9744,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9793,11 +9801,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "ספר ראשי" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -9806,44 +9814,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "גיול ספקים" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "גיול לקוחות" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr " תזרים מזומנים" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "דוח מע\"מ" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -12835,6 +12843,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17546,6 +17554,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19517,6 +19526,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19668,6 +19678,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20388,6 +20399,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "שכר" @@ -22097,6 +22109,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22114,6 +22127,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23320,6 +23334,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -28931,7 +28946,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "תבנית" @@ -31870,7 +31885,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -31881,7 +31910,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -31893,7 +31922,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -31901,7 +31930,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -31911,7 +31940,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -31927,7 +31956,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -31938,17 +31967,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -31961,20 +31990,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -31982,7 +32011,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -31997,26 +32026,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32027,7 +32056,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32038,7 +32067,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32047,15 +32076,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32067,23 +32096,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33455,196 +33484,649 @@ msgstr "קניה" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "חיוב" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -33847,6 +34329,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "דרישות" @@ -36832,6 +37315,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -39614,6 +40098,1423 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "חוזי עובד" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "צור תשלום אצווה" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "כל התשלומים באצווה חייבים לחלוק את אותו אמצעי תשלום." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "וייטנאם" @@ -40999,17 +42900,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41021,48 +42922,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41077,46 +42978,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41126,32 +43027,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41159,25 +43060,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41187,41 +43088,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41229,7 +43130,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/he/LC_MESSAGES/hr.po b/locale/he/LC_MESSAGES/hr.po index 282edb758..11e7752e5 100644 --- a/locale/he/LC_MESSAGES/hr.po +++ b/locale/he/LC_MESSAGES/hr.po @@ -8,11 +8,11 @@ # Adi Sharashov , 2024 # MichaelHadar, 2024 # ExcaliberX , 2024 +# yael terner, 2024 # דודי מלכה , 2024 # Ha Ketem , 2024 # Yihya Hugirat , 2024 # ZVI BLONDER , 2024 -# yael terner, 2024 # Orel Nahmany, 2024 # Amit Spilman , 2024 # Martin Trigaux, 2024 @@ -22,7 +22,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" @@ -663,7 +663,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -724,7 +724,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -877,142 +877,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "דו\"חות" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "יעדים" @@ -1180,6 +1051,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "דו\"חות" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "נוכחות" @@ -1624,7 +1748,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "סקירה כללית" @@ -5477,9 +5601,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6869,134 +6993,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "מוצרים" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "קטגוריות מוצר" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "התראות" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7004,21 +7011,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7027,7 +7034,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7035,32 +7042,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7075,15 +7082,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7825,6 +7836,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "מוצרים" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "קטגוריות מוצר" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8330,7 +8466,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8513,7 +8648,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9555,7 +9690,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9864,9 +9999,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9880,19 +10015,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9901,37 +10028,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9939,20 +10067,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9961,34 +10090,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9996,19 +10125,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10016,70 +10145,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10088,7 +10255,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10097,48 +10264,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10149,46 +10336,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10198,11 +10385,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10212,322 +10399,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "הצעות" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11993,47 +12199,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12041,27 +12247,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12071,11 +12277,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "מתנגש" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12083,7 +12289,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12091,7 +12297,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12103,13 +12309,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12118,7 +12324,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12129,42 +12335,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12172,11 +12378,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12184,7 +12390,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12195,19 +12401,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12215,18 +12421,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12236,34 +12442,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12273,14 +12479,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12288,18 +12494,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12307,7 +12513,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12315,32 +12521,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12350,17 +12556,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12368,7 +12574,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12378,17 +12584,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12396,7 +12602,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12404,7 +12610,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12412,7 +12618,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12423,14 +12629,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12443,18 +12649,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12462,7 +12668,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12476,30 +12682,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12508,7 +12714,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12519,7 +12725,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13190,7 +13396,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "חדש" @@ -13319,7 +13524,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13358,508 +13563,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "דחה" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "תבנית דוא\"ל" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "הוספה מהירה" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13867,7 +13575,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13875,11 +13583,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13895,7 +13603,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13904,20 +13612,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13926,7 +13634,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13936,14 +13644,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13951,7 +13659,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13961,7 +13669,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13969,7 +13677,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13978,7 +13686,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13991,7 +13699,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -14000,17 +13708,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14018,20 +13726,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14039,28 +13747,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14071,18 +13779,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14090,7 +13798,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14098,13 +13806,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14115,14 +13823,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14136,7 +13844,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14147,17 +13855,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14166,7 +13874,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14179,13 +13887,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14199,11 +13907,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14211,7 +13919,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14231,14 +13939,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14246,7 +13954,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14254,7 +13962,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14267,7 +13975,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14275,11 +13983,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14288,7 +13996,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14297,11 +14005,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14310,7 +14018,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14319,7 +14027,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14328,17 +14036,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14348,7 +14056,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14356,19 +14064,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14377,28 +14085,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14408,7 +14116,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14416,11 +14124,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14431,42 +14139,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14477,13 +14185,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14494,11 +14202,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "צור עובד" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14507,13 +14215,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "הוספה מהירה" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14779,6 +14814,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "תבנית דוא\"ל" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "הפניות" @@ -14797,8 +15119,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15053,7 +15375,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15199,139 +15521,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "הטבות" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "רמות" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15342,11 +15549,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15357,14 +15564,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15375,7 +15582,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15384,7 +15591,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15397,18 +15604,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15417,7 +15624,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15425,7 +15632,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15437,112 +15644,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15550,7 +15659,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15560,7 +15669,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15569,7 +15678,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15580,16 +15689,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "הטבות" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16372,10 +16770,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16946,232 +17340,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "ניהול" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17179,7 +17347,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17187,7 +17355,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17195,44 +17363,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17240,7 +17408,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17252,186 +17420,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "לוח בקרה" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17439,7 +17428,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17447,31 +17436,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17482,7 +17471,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17494,7 +17483,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17502,18 +17491,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "לפי סוג" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17525,13 +17514,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17539,7 +17528,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17547,7 +17536,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17555,10 +17544,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "ניהול" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "לוח בקרה" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/he/LC_MESSAGES/inventory_and_mrp.po b/locale/he/LC_MESSAGES/inventory_and_mrp.po index 7497a8d1b..f1daf8d9b 100644 --- a/locale/he/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/he/LC_MESSAGES/inventory_and_mrp.po @@ -17,8 +17,8 @@ # Martin Trigaux, 2024 # hed shefer , 2024 # Ha Ketem , 2024 -# דודי מלכה , 2024 # Adi Sharashov , 2024 +# דודי מלכה , 2024 # ZVI BLONDER , 2024 # #, fuzzy @@ -26,7 +26,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: ZVI BLONDER , 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" @@ -1500,9 +1500,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1513,6 +1512,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1528,7 +1528,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1538,11 +1538,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "תצורה" @@ -3454,15 +3457,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3472,23 +3475,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3496,7 +3499,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3508,7 +3511,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3519,7 +3522,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3533,7 +3536,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3541,7 +3544,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3553,46 +3556,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3603,7 +3606,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3611,36 +3614,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "הפעלה" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3648,17 +3767,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3671,39 +3790,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "אוטומטי" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3712,11 +3831,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3728,7 +3847,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3736,7 +3855,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3744,19 +3863,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "ידני" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3766,7 +3885,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3774,7 +3893,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3782,7 +3901,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3795,18 +3914,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3814,27 +3933,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3847,34 +3966,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3887,11 +4006,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "מסלול" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3899,7 +4018,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3907,20 +4026,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3931,7 +4050,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7514,7 +7633,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7785,20 +7904,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "דרופשיפינג " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7809,11 +7926,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7821,7 +7938,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7836,7 +7953,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7848,7 +7965,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7858,26 +7975,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7886,12 +8002,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7900,20 +8016,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7929,30 +8045,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7963,12 +8079,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7976,13 +8092,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7990,13 +8106,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -8005,7 +8121,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8013,31 +8129,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8047,19 +8163,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8070,7 +8186,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8081,7 +8197,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8092,7 +8208,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8103,18 +8219,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8125,8 +8241,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8230,229 +8346,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8673,19 +8566,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "תוכן חבילה" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8708,25 +8601,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8734,7 +8627,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8744,11 +8637,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8756,7 +8649,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8764,7 +8657,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8774,31 +8667,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8808,7 +8701,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8818,7 +8711,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8828,42 +8721,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8871,7 +8764,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8882,31 +8775,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11475,6 +11637,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11767,7 +12149,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11878,6 +12261,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12837,7 +13457,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12848,18 +13468,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13069,7 +13681,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13300,8 +13912,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13412,12 +14023,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18165,7 +18771,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18309,10 +18914,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18320,49 +18928,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18370,7 +18979,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18380,23 +18989,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18406,7 +19015,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18414,14 +19023,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18430,13 +19039,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18444,32 +19053,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18480,7 +19089,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18493,118 +19103,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18612,7 +19260,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18620,7 +19268,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18631,7 +19279,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18643,79 +19291,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "חשבון הוצאות" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "אוטומטי" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18725,7 +19424,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18737,50 +19436,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18789,7 +19488,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18798,7 +19497,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18807,7 +19506,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18818,13 +19517,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18832,7 +19531,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18844,45 +19543,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18900,10 +19614,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21285,7 +21995,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21333,45 +22043,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27564,6 +28285,327 @@ msgstr "" msgid "Workflows" msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "מוצרי לוואי" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31524,7 +32566,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31589,7 +32631,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "התאמה משולשת" @@ -31802,191 +32844,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "כמויות שהוזמנו" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31994,213 +33044,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "כמויות שהתקבלו" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33767,6 +34810,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/he/LC_MESSAGES/sales.po b/locale/he/LC_MESSAGES/sales.po index 38ca6f657..aa32add03 100644 --- a/locale/he/LC_MESSAGES/sales.po +++ b/locale/he/LC_MESSAGES/sales.po @@ -9,7 +9,6 @@ # Roy Sayag, 2023 # שהאב חוסיין , 2023 # yotam katzuni, 2023 -# Lilach Gilliam , 2024 # david danilov, 2024 # yael terner, 2024 # hed shefer , 2024 @@ -20,15 +19,16 @@ # Yihya Hugirat , 2024 # דודי מלכה , 2024 # ZVI BLONDER , 2024 +# Lilach Gilliam , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: ZVI BLONDER , 2024\n" +"Last-Translator: Lilach Gilliam , 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -76,7 +76,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -92,7 +93,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1579,7 +1580,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2573,6 +2574,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2756,6 +2758,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "ניתוח נתונים" @@ -4970,6 +5139,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4980,20 +5187,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5001,7 +5208,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5012,49 +5219,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5063,35 +5270,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5103,11 +5310,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5115,17 +5322,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5133,7 +5340,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5144,7 +5351,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5152,11 +5359,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5164,7 +5371,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5173,34 +5380,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5213,7 +5420,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5221,7 +5428,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5231,7 +5438,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5626,6 +5833,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "מפיצים" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6429,64 +6874,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7339,6 +7780,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7362,6 +7804,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7894,39 +8337,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8215,6 +8662,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "הנחות" @@ -8890,7 +9338,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9070,19 +9518,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9094,32 +9542,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "חשבוניות" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9131,43 +9579,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9177,23 +9625,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9207,7 +9655,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13272,7 +13720,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13861,23 +14309,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13890,7 +14392,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13903,14 +14405,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13922,14 +14424,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13937,7 +14439,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13945,7 +14447,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13956,7 +14458,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -13969,7 +14471,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -13977,12 +14479,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16497,7 +16999,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16973,13 +17475,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -16988,7 +17542,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -16997,13 +17551,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17015,35 +17569,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17051,7 +17605,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17060,7 +17614,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17068,14 +17622,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17089,7 +17643,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17097,29 +17651,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17131,47 +17685,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "תנאים" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17179,31 +17733,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17635,7 +18189,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18073,11 +18627,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18088,24 +18642,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18114,7 +18767,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18122,20 +18775,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18143,110 +18796,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18254,7 +18820,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18267,7 +18833,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18279,26 +18845,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18306,7 +18872,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18315,7 +18881,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18325,14 +18891,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18340,7 +18906,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18348,28 +18914,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18382,19 +18948,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18406,14 +18972,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18421,11 +18987,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18439,7 +19005,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18452,57 +19018,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19096,7 +19662,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19227,7 +19793,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19244,7 +19810,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19275,7 +19841,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19296,7 +19862,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20252,7 +20818,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20260,19 +20826,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20281,13 +20855,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20295,24 +20869,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20320,7 +20894,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20331,7 +20905,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20339,63 +20913,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20405,7 +20979,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20416,7 +20990,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20424,13 +20998,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/id/LC_MESSAGES/administration.po b/locale/id/LC_MESSAGES/administration.po index 26d697bc8..f8e6408ec 100644 --- a/locale/id/LC_MESSAGES/administration.po +++ b/locale/id/LC_MESSAGES/administration.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Abe Manyo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -623,10 +623,8 @@ msgid "Deactivated features" msgstr "Fitur-fitur yang dinonaktifkan" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" -"Berikut adalah daftar yang tidak lengkap untuk parameter-parameter yang " -"dinonaktifkan:" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -656,7 +654,11 @@ msgstr "metode pengiriman" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "Token :abbr:`IAP (In-App Purchase)`" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -4940,7 +4942,6 @@ msgstr "Admin" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8769,14 +8770,7 @@ msgstr "Oktober 2026 (direncanakan)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "Agustus 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -8794,6 +8788,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "Agustus 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Juni 2023" diff --git a/locale/id/LC_MESSAGES/essentials.po b/locale/id/LC_MESSAGES/essentials.po index 26b0a5b7e..06556aacf 100644 --- a/locale/id/LC_MESSAGES/essentials.po +++ b/locale/id/LC_MESSAGES/essentials.po @@ -4,17 +4,17 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Abe Manyo, 2024 # Wil Odoo, 2024 +# Abe Manyo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Abe Manyo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -30,56 +30,55 @@ msgstr "Odoo essential" msgid "Activities" msgstr "Aktivitas" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Jadwalkan kegiatan" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Obrolan" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "Form tipe kegiatan baru." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Tampilan kanban" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -139,99 +134,97 @@ msgid "" msgstr "" "Tampilan kanban dari pipeline CRM dan opsi untuk menjadwalkan kegiatan." -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Tampilan list" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "Tampilan list dari pipeline CRM dan opsi untuk menjadwalkan kegiatan." -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Tampilan kegiatan" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"Warna kegiatan, dan hubungan mereka ke tanggal jatuh tempo kegiatan, " -"konsisten di seluruh Odoo, terlepas dari tipe kegiatan, atau tampilan." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -240,11 +233,11 @@ msgid "" msgstr "" "Tampilan kegiatan dari pipeline CRM dan opsi untuk menjadwalkan kegiatan." -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -253,12 +246,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -266,86 +259,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -353,7 +338,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -363,23 +348,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "Tampilan lead CRM dan opsi untuk menjadwalkan kegiatan" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -388,14 +373,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -407,11 +392,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -419,18 +404,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -439,26 +424,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -469,11 +454,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -485,7 +470,7 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -493,82 +478,94 @@ msgstr "" "Melakukan hal tersebut akan mengeluarkan halaman :guilabel:`Tipe-Tipe " "Kegiatan`, di mana tipe-tipe kegiatan yang ada saat ini dapat ditemukan." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Aplikasi individu memiliki list *Tipe-Tipe Kegiatan* dedicated to that " +"application. Contohnya, untuk melihat dan mengedit kegiatan yang tersedia " +"untuk aplikasi *CRM*, pergi ke :menuselection:`app CRM --> Konfigurasi --> " +"Tipe-Tipe Kegiatan`." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -576,13 +573,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -590,13 +587,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -606,27 +603,27 @@ msgstr "" "Default` diikutsertakan saat kegiatan dibuat. Namun, mereka dapat diubah " "sebelum kegiatan dijadwalkan atau disimpan." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -634,13 +631,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -648,19 +645,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -668,7 +665,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -679,14 +676,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Kontak" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Nama" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Alamat" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Ekspor dan impor data" diff --git a/locale/id/LC_MESSAGES/finance.po b/locale/id/LC_MESSAGES/finance.po index 27371b3d2..22928eccb 100644 --- a/locale/id/LC_MESSAGES/finance.po +++ b/locale/id/LC_MESSAGES/finance.po @@ -7,17 +7,17 @@ # Wahyu Setiawan , 2023 # Edi Santoso , 2023 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Abe Manyo, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Abe Manyo, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -86,7 +86,7 @@ msgstr "" " secara akurat dan akun selalu seimbang. " #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr ":doc:`Cheat Sheet Akuntansi `" @@ -108,11 +108,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`Basis kas `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "Multi-company" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -126,11 +127,11 @@ msgstr "" "beberapa perusahaan tapi hanya dapat bekerja pada satu akuntansi perusahaan " "di saat yang sama." -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "Lingkungan multi-currency" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -147,7 +148,7 @@ msgstr "" " masing-masing nilai mata uang perusahaan dan mata uang transaksi. Odoo " "membuat laba dan rugi mata uang setelah merekonsiliasi item-item jurnal." -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" @@ -155,11 +156,11 @@ msgstr "" ":doc:`Mengelola bank dengan mata uang asing " "`" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "Manajemen cabang" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" @@ -169,11 +170,11 @@ msgstr "" "memungkinkan Anda untuk memposting entri jurnal pada setiap cabang sekaligus" " menyiapkan tanggal kunci umum yang dikelola perusahaan utama." -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "Standar internasional" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -186,15 +187,15 @@ msgstr "" "persyaratan lokal akan dipenuhi. Posisi fiskal tersedia untuk memenuhi " "ketentuan regional seperti bagan akun, pajak, atau persyaratan lainnya." -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`Paket lokalisasi fiskal `" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "Akun piutang/hutang" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -204,7 +205,7 @@ msgstr "" "entri akun hutang. Karena transaksi terhubung ke **kontak** Anda, Anda dapat" " menjalankan laporan per pelanggan, vendor, atau pemasok." -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -213,14 +214,14 @@ msgstr "" "Laporan **Partner Ledger** menampilkan saldo pelanggan dan pemasok Anda. " "Tersedia di :menuselection:`Akuntansi --> Laporan --> Partner Ledger`." -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Laporan" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" @@ -228,120 +229,122 @@ msgstr "" ":doc:`Laporan ` keuangan berikut tersedia dan diupdate" " secara real-time:" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Laporan keuangan" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Laporan" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Neraca keuangan" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Laba dan Rugi" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "Laporan arus kas" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Laporan Pajak" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "ES sales list" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Audit" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "Buku Besar" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Saldo trial" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "Laporan Jurnal" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "Laporan intrastat" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "Register cek" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Partner" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "Partner ledger" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "Umur piutang" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "Umur hutang" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Manajemen" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "Analisis faktur" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "Keuntungan/kerugian mata uang yang belum direalisasi" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "Jadwal depresiasi" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "Disallowed expense" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "Analisis anggaran" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "Margin produ" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "Laporan 1099" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." @@ -349,7 +352,7 @@ msgstr "" ":doc:`Buat dan kustomisasikan laporan ` " "dengan mesin laporan Odoo." -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." @@ -357,7 +360,7 @@ msgstr "" "Odoo menghitung semua transaksi akuntansi untuk periode pajak tertentu dan " "menggunakan total tersebut untuk menghitung kewajiban pajak." -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -368,7 +371,7 @@ msgstr "" "pun untuk faktur pelanggan atau tagiha nvendor harus dicatat di periode " "berikutnya." -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" @@ -377,12 +380,12 @@ msgstr "" "Tergantung pada lokalisasi negara, versi XML dari laporan pajak dapat dibuat" " untuk diunggah ke platform PPN dari wewenang pajak yang relevan." -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "Sinkronisasi bank" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -394,15 +397,15 @@ msgstr "" "memberikan gambaran umum arus kas Anda tanpa harus masuk ke sistem bank " "online atau menunggu laporan kertas bank." -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`Sinkronisasi bank `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "Nilai Stok Persediaan" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -412,17 +415,17 @@ msgstr "" "Odoo. Metode-metode yang tersedia adalah harga standar, harga rata-rata, " ":abbr:`LIFO (Last-In, First-Out)` dan :abbr:`FIFO (First-In, First-Out).`" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "Laba ditahan" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -434,11 +437,11 @@ msgstr "" " akhir-tahun atau rollover yang diperlukan. Laba dan rugi secara otomatis " "dialporkan pada laporan neraca keuangan." -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "Fidusia" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -448,11 +451,11 @@ msgstr "" ":menuselection:`Akuntansi --> Konfigurasi --> Pengaturan --> mode Firma " "Akuntansi`. Saat diaktifkan:" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "Urutan dokumen dapat diedit pada semua dokumen" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -461,7 +464,7 @@ msgstr "" "mengontrol encoding dengan mengotomatiskan pembuatan baris dengan akun dan " "pajak yang tepat;" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -469,7 +472,7 @@ msgstr "" ":guilabel:`Tanggal Faktur` dan :guilabel:`Tanggal Tagihan` sudah diisi saat " "mengencode transaksi." -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -711,10 +714,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -3425,6 +3430,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Pajak" @@ -3746,16 +3752,23 @@ msgid "" "percentage, discount days, and :ref:`tax reduction ` fields." msgstr "" +"Diskon kas ditetapkan pada :doc:`termin pembayaran `. " +"Konfigurasikan mereka dengan mengunjungi :menuselection:`Akuntansi --> " +"Konfigurasi --> Termin Pembayaran`, dan pastikan Anda mengisi persentase " +"field diskon, hari-hari diskon, dan :ref:`pengurangan pajak `." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst-1 msgid "" "Configuration of payment terms named \"2/7 Net 30\". The field \"Description on Invoices\"\n" "reads: \"Payment terms: 30 Days, 2% Early Payment Discount under 7 days\"." msgstr "" +"Konfigurasi termin pembayaran bbernama \"2/7 Net 30\". Field \"Keterangan pada Faktur\"\n" +"tulisan: \"Termin pembayaran: 30 Hari, 2% Diskon Pembawayan Awal di bawah 7 hari\"." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:64 msgid "Tax reductions" -msgstr "" +msgstr "Pengurangan pajak" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:66 msgid "" @@ -3763,6 +3776,10 @@ msgid "" "can vary, which can lead to a **tax reduction**. Since tax reductions are " "set on individual payment terms, each term can use a specific tax reduction." msgstr "" +"Tergantung pada negara atau daerah, jumlah dasar yang digunakan untuk " +"menghitung pajak dapat berbeda-beda, yang dapat berujung pada **pengurangan " +"pajak**. Karena pengurangan pajak ditetapkan pada termin pembayaran " +"individu, setiap termin dapat menggunakan pengurangan pajak tertentu." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:70 msgid "" @@ -3770,6 +3787,9 @@ msgid "" " :guilabel:`Early Discount` checkbox enabled, and select one of the three " "following options:" msgstr "" +"Untuk mengonfigurasi bagaimana pengurangan pajak diterapkan, pergi ke termin" +" pembayaran dengan kotak :guilabel:`Diskon Early Bird` yang dicentang, dan " +"pilih salah satu dari tiga opsi berikut:" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:75 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:94 @@ -3781,6 +3801,9 @@ msgid "" "The tax is always reduced. The base amount used to compute the tax is the " "discounted amount, whether the customer benefits from the discount or not." msgstr "" +"Pajak selalu dikurangi. Jumlah dasar yang digunakan untuk menghitung pajak " +"adalah jumlah yang didiskon, terlepas dari pelanggan memanfaatkan diskon " +"atau tidak." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:80 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:109 @@ -3794,6 +3817,10 @@ msgid "" "reduction, then the tax is reduced. This means that, depending on the " "customer, the tax amount can vary after the invoice is issued." msgstr "" +"Pajak dikurangi hanya bila pelanggan membayar di awal. Jumlah dasar yang " +"digunakan untuk menghitung pajak sama dengan penjualan: bila pelanggan " +"memanfaatkan pengurangan, pajak akan dikurangi. Ini berarti, tergantung pada" +" pelanggan, jumlah pajak dapat berbeda setelah faktur diterbitkan." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:84 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:124 @@ -3805,6 +3832,9 @@ msgid "" "The tax is never reduced. The base amount used to compute the tax is the " "full amount, whether the customer benefits from the discount or not." msgstr "" +"Pajak tidak pernah dikurangi. Jumlah dasar yang digunakan untuk menghitung " +"pajak adalah jumlah penuh, terlepas dari pelanggan memanfaatkan diskon atau " +"tidak." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:88 msgid "" @@ -3812,19 +3842,22 @@ msgid "" "tax rate. The full payment is due within 30 days, and you also offer a 2% " "discount if your customer pays you within seven days." msgstr "" +"Anda menerbitkan faktur €100 (tidak termasuk pajak) pada 1 Januari, dengan " +"pajak 21%. Pembayaran lengkap jatuh tempo dalam 30 hari, dan Anda juga " +"menawarkan diskon 2% bila pelanggan membayar dalam 7 hari." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:99 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:114 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:130 msgid "Due date" -msgstr "" +msgstr "Jatuh tempo" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:100 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:115 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:130 msgid "Total amount due" -msgstr "" +msgstr "Total jumlah untuk dibayar" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:101 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:116 @@ -3836,49 +3869,49 @@ msgstr "Penghitungan" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:117 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:132 msgid "8th of January" -msgstr "" +msgstr "8 Januari" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:103 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:118 msgid "€118.58" -msgstr "" +msgstr "€118.58" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:104 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:119 msgid "€98 + (21% of €98)" -msgstr "" +msgstr "€98 + (21% of €98)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:105 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:120 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:135 msgid "31st of January" -msgstr "" +msgstr "31 Januari" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:106 msgid "€120.58" -msgstr "" +msgstr "€120.58" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:107 msgid "€100 + (21% of €98)" -msgstr "" +msgstr "€100 + (21% of €98)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:121 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:136 msgid "€121.00" -msgstr "" +msgstr "€121.00" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:122 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:137 msgid "€100 + (21% of €100)" -msgstr "" +msgstr "€100 + (21% of €100)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:133 msgid "€119.00" -msgstr "" +msgstr "€119.00" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:134 msgid "€98 + (21% of €100)" -msgstr "" +msgstr "€98 + (21% of €100)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:140 msgid "" @@ -3886,6 +3919,9 @@ msgid "" " are correctly computed according to the :ref:`type of tax reduction ` you configured." msgstr "" +":ref:`Tax grid `, yang digunakan untuk laporan pajak," +" dihitung secara tepat tergantung pada :ref:`tipe pengurangan pajak ` yang Anda konfigurasi." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:143 msgid "" @@ -3893,10 +3929,13 @@ msgid "" " depending on your :ref:`fiscal localization package " "`." msgstr "" +"**Tipe diskon kas pengurangan pajak** mungkin dengan tepat dikonfigurasi " +"sebelumnya, tergantung pada :ref:`paket lokalisasi fiskal " +"` Anda." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:149 msgid "Apply a cash discount to a customer invoice" -msgstr "" +msgstr "Terapkan diskon kas ke faktur pelanggan" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:151 msgid "" @@ -3905,6 +3944,10 @@ msgid "" "computes the correct amounts, tax amounts, due dates, and accounting " "records." msgstr "" +"Pada faktur pelanggan, terapkan diskon kas dengan memilih :ref:`termin " +"pembayaran yang Anda buat `. Odoo secara " +"otomatis menghitung jumlah yang tepat, jumlah pajak, jatuh tempo, dan " +"catatan akuntansi." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:155 msgid "" @@ -3912,12 +3955,17 @@ msgid "" "details by clicking on the \"toggle\" button and adding the " ":guilabel:`Discount Date` and :guilabel:`Discount Amount` columns." msgstr "" +"Di bawah tab :guilabel:`Item Jurnal`, Anda dapat menampilkan detail diskon " +"dengan mengeklik pada tombol \"toggle\" dan menambahkan kolom " +":guilabel:`Tanggal Diskon` dan :guilabel:`Jumlah Diskon`." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst-1 msgid "" "An invoice of €100.00 with \"2/7 Net 30\" selected as payment terms. The \"Journal Items\" tab\n" "is open, and the \"Discount Date\" and \"Discount Amount\" columns are displayed." msgstr "" +"Faktur sejumlah €100.00 dengan \"2/7 Net 30\" yang dipilih sebagai termin pembayaran. Tab \"Item Jurnal\"\n" +"terbuka, dan kolom \"Tanggal Diskon\" dan \"Jumlah Diskon\" ditampilkan." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:162 msgid "" @@ -3925,16 +3973,21 @@ msgid "" " report sent to the customer if the :guilabel:`Show installment dates` " "option is checked on the payment terms." msgstr "" +"Jumlah diskon dan tanggal jatuh tempo juga ditampilkan pada laporan faktur " +"yang dikirim ke pelanggan bila opsi :guilabel:`Tunjukkan tanggal cicilan` " +"dicentang pada termin pembayaran." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst-1 msgid "" "An invoice of €100.00 with the following text added to the terms and conditions: \"30\n" "Days, 2% Early Payment Discount under 7 days. 118.58 € due if paid before 01/08/2023.\"" msgstr "" +"Faktur sejumlah €100.00 dengan teks berikut ditambahkan ke syarat dan ketentuan: \"30\n" +"Hari, 2% Diskon Early Bird di bawah 7 hari. 118.58 € untuk dilunasi bila sebelum 01/08/2023.\"" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:170 msgid "Payment reconciliation" -msgstr "" +msgstr "Rekonsiliasi pembayaran" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:172 msgid "" @@ -3943,6 +3996,10 @@ msgid "" "date into account to determine if the customer can benefit from the cash " "discount or not." msgstr "" +"Saat Anda merekam :doc:`pembayaran <../payments>` atau :doc:`merekonsiliasi " +"transaksi bank Anda <../bank/reconciliation>`, Odoo mengambil tanggal " +"pembayaran pelanggan untuk menentukan bila pelanggan mendapatkan diskon kas " +"atau tidak." #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:177 msgid "" @@ -3950,6 +4007,9 @@ msgid "" " always decide to mark the invoice as fully paid with a write-off or as " "partially paid." msgstr "" +"Bila pelanggan Anda membayar jumlah diskon *setelah* tanggal diskon, Anda " +"dapat selalu menandai faktur sebagai dibayar penuh dengan write-off atau " +"sebagai dibayar parsial. " #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:3 msgid "Cash rounding" @@ -3960,6 +4020,8 @@ msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "" +"**Pembulatan kas** diperlukan saat denominasi fisik terendah mata uang, atau" +" koin terkecil, lebih besar dari unit minimum sebuah akun." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:9 msgid "" @@ -3967,42 +4029,53 @@ msgid "" "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" +"Sebagai contoh, beberapa negara mengharuskan perusahaan untuk membulatkan ke" +" atas atau bawah jumlah total faktur ke lima sen terdekat, saat pembayaran " +"dibuat secara tunai." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:16 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Settings` and enable " "*Cash Rounding*, then click on *Save*." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Konfigurasi --> Pengaturan` dan " +"aktifkan *Pembulatan Kas*, lalu klik pada *Simpan*." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:22 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Cash Roundings`, and " "click on *Create*." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Konfigurasi --> Pembulatan Kas`, dan " +"klik pada *Buat*." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:25 msgid "" "Define here your *Rounding Precision*, *Rounding Strategy*, and *Rounding " "Method*." msgstr "" +"Tetapkan di sini *Ketepatan Pembulatan*, *Strategi Pembulatan*, dan *Metode " +"Pembulatan*." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:28 msgid "Odoo supports two **rounding strategies**:" -msgstr "" +msgstr "Odoo mengukun dua **strategi pembulatan**:" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:30 msgid "" "**Add a rounding line**: a *rounding* line is added on the invoice. You have" " to define which account records the cash roundings." msgstr "" +"**Tambahkan baris pembulatan**: baris *pembulatan* ditambahkan ke faktur. " +"Anda harus menentukan akun mana yang merekam pembulatan kas." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:33 msgid "**Modify tax amount**: the rounding is applied in the taxes section." -msgstr "" +msgstr "**Ubah jumlah pajak**: pembulatan diterapkan di bagian pajak." #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:36 msgid "Apply roundings" -msgstr "" +msgstr "Terapkan pembulatan" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:38 msgid "" @@ -4010,10 +4083,12 @@ msgid "" "*Accounting Information* section, and select the appropriate *Cash Rounding " "Method*." msgstr "" +"Saat mengedit draft faktur, buka tab *Informasi Lain*, pergi ke bagian " +"*Informasi Akuntansi*, dan pilih *Metode Pembulatan Kas* yang sesuai." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:3 msgid "Credit notes and refunds" -msgstr "" +msgstr "Note kredit dan refund" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:5 msgid "" @@ -4021,22 +4096,25 @@ msgid "" " customer that notifies them that they have been *credited/debited* a " "certain amount." msgstr "" +"**Nota kredit/debit**, atau **memo kredit/debit**, adalah dokumen yang " +"diterbitkan untuk pelanggan yang menotifikasi mereka bahwa mereka telah " +"*dikredit/didebet* jumlah tertentu." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:8 msgid "Several use cases can lead to a credit note, such as:" -msgstr "" +msgstr "Beberapa kasus penggunaan dapat berujung ke nota kredit, seperti:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:10 msgid "a mistake in the invoice" -msgstr "" +msgstr "kesalahan di faktur" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:11 msgid "a return of the goods, or a rejection of the services" -msgstr "" +msgstr "pengembalian barang, atau penolakan layanan" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:12 msgid "the goods delivered are damaged" -msgstr "" +msgstr "barang yang dikirim rusak" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:14 msgid "" @@ -4044,6 +4122,9 @@ msgid "" " by customers or to vendors because of modifications to confirmed customer " "invoices or vendor bills." msgstr "" +"Nota debit lebih jarang tapi paling sering digunakan untuk melacak utang " +"pelanggan atau vendor oleh karena modifikasi untuk faktur pelanggan atau " +"tagihan vendor yang sudah dikonfirmasi." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:18 msgid "" @@ -4053,10 +4134,16 @@ msgid "" "the :doc:`return ` if a " "storable product is returned." msgstr "" +"Menerbitkan nota kredit/debit adalah cara sah untuk membatalkan, me-refund, " +"atau memodifikasi faktur yang sudah divalidasi. Jangan lupa untuk " +"**mendaftarkan pembayaran** setelahnya bila Anda harus mengirim uang kembali" +" ke pelanggan Anda dan/atau memvalidasi :doc:`pengembalian barang " +"` bila produk yang " +"storable dikembalikkan." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:27 msgid "Issue a credit note" -msgstr "" +msgstr "Terbitkan nota kredit" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:29 msgid "" @@ -4065,6 +4152,10 @@ msgid "" "on :guilabel:`Create`. Filling out a credit note form works the same way as " "an invoice form." msgstr "" +"Anda dapat membuat nota kredit dari nol dengan mengunjungi " +":menuselection:`Akuntansi --> Pelanggan --> Nota Kredit`, dan mengeklik pada" +" :guilabel:`Buat`. Mengisi formulir nota kredit bekerja dengan cara yang " +"sama seperti formulir faktur." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:33 msgid "" @@ -4073,22 +4164,25 @@ msgid "" "--> Invoices`, open the related **customer invoice**, and click on " ":guilabel:`Credit Note`." msgstr "" +"Namun, seringkali, nota kredit dibuat langsung dari faktur terkait. Untuk " +"melakukan ini, kunjungi :menuselection:`Akuntansi --> Pelanggan --> Faktur`," +" buka **faktur pelanggan** terkait, dan klilk pada :guilabel:`Nota Kredit`." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:37 msgid "You can choose between three options:" -msgstr "" +msgstr "Anda dapat memilih di antara tiga opsi:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:39 msgid ":guilabel:`Partial Refund`" -msgstr "" +msgstr ":guilabel:`Refund Parsial`" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:40 msgid ":guilabel:`Full Refund`" -msgstr "" +msgstr ":guilabel:`Refund Penuh`" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:41 msgid ":guilabel:`Full refund and new draft invoice`" -msgstr "" +msgstr ":guilabel:`Refund penuh dan draft faktur baru`" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:44 msgid "" @@ -4096,10 +4190,12 @@ msgid "" "related document (e.g., RINV/2019/0004 is related to the invoice " "INV/2019/0004)." msgstr "" +"Urutan nota kredit dimulai dengan 'R' dan diikuti dengan angka dokumen " +"terkait (contoh, RINV/2019/0004 terkait ke faktur INV/2019/0004)." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:48 msgid "Partial refund" -msgstr "" +msgstr "Refund parsial" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:50 msgid "" @@ -4108,14 +4204,20 @@ msgid "" "original invoice. This is the option to choose if you wish to do a partial " "refund or if you want to modify any detail of the credit note." msgstr "" +"Saat memilih opsi :guilabel:`Refund Parsial` option, Odoo membuat draft nota" +" kredit yang sudah diisi sebelumnya dengan informasi yang diperlukan dari " +"faktur asal. Ini adalah opsi untuk dipilih bila Anda ingin melakukan refund " +"parsial atau bila Anda ingin memodifikasi detail apa pun dari nota kredit." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:55 msgid "This is the only option for invoices marked as *in payment* or *paid*." msgstr "" +"Ini adalah satu-satunya opsi untuk faktur yang ditandai sebagai *dalam " +"pembayaran* atau *dibayar*." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:58 msgid "Full refund" -msgstr "" +msgstr "Refund penuh" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:60 msgid "" @@ -4123,20 +4225,24 @@ msgid "" "note, automatically validates it, and reconciles it with the related " "invoice." msgstr "" +"Saat memilih opsi :guilabel:`Refund Penuh`, Odoo membuat nota kredit, secara" +" otomatis memvalidasinya, dan merekonsiliasinya dengan faktur terkait." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst-1 msgid "Full refund credit note." -msgstr "" +msgstr "Nota kredit refund penuh." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:66 msgid "" "This is the option to choose for a full refund or to **cancel** a " "*validated* invoice." msgstr "" +"Ini adalah opsi untuk dipilih untuk refund penuh atau untuk **membatalkan** " +"faktur yang *divalidasi*." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:69 msgid "Full refund and new draft invoice" -msgstr "Full refund and new draft invoice" +msgstr "Refund penuh dan draft faktur baru" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:71 msgid "" @@ -4145,14 +4251,19 @@ msgid "" "the related invoice, and opens a new draft invoice prefilled with the same " "details from the original invoice." msgstr "" +"Saat memilih opsi :guilabel:`Refund penuh dan draft faktur baru`, Odoo " +"membuat nota kredit, secara otomatis memvalidasinya, merekonsiliasinya " +"dengan faktur terkait, dan membuka draft faktur baru yang diisi sebelumnya " +"dengan detail yang sama dari faktur asal." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:75 msgid "This is the option to **modify** the content of a *validated* invoice." msgstr "" +"Ini adalah opsi untuk **memodifikasi** konten dari faktur yang *divalidasi*." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:80 msgid "Issue a debit note" -msgstr "" +msgstr "Terbitkan nota debit" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:82 msgid "" @@ -4162,14 +4273,19 @@ msgid "" "view, click :guilabel:`Cog icon (⚙) --> Debit Note`, fill in the " "information, and click :guilabel:`Create Debit Note`." msgstr "" +"Anda dapat membuat nota debit dari nol dengan mengunjungi " +":menuselection:`Akuntansi --> Pelanggan --> Faktur` atau dengan mengeklik " +"pada faktur terkait yang Anda ingin berikan nota debit. Pada tampilan " +"formulir faktur, klik :guilabel:`ikon Roda Gigi (⚙) --> Nota Debit`, isi " +"informasi, dan klik :guilabel:`Buat Nota Debit`." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:88 msgid "Record a vendor refund" -msgstr "" +msgstr "Rekam refund vendor" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:90 msgid "**Vendor refunds** are recorded the same way as credit notes:" -msgstr "" +msgstr "**Refund vendor** direkam dengan cara yang sama dengan nota kredit:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:92 msgid "" @@ -4178,16 +4294,22 @@ msgid "" ":guilabel:`Create`; or by opening the related **vendor bill**, and clicking " "on :guilabel:`Credit Note`." msgstr "" +"Anda dapat membuat nota kredit dari nol dengan mengunjungi " +":menuselection:`Akuntansi --> Vendor --> Refund`, dan mengeklik pada " +":guilabel:`Buat`; atau dengan membuka **tagihan vendor** terkait, dan " +"mengeklik pada :guilabel:`Nota Kredit`." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:97 msgid "Record a debit note" -msgstr "" +msgstr "Rekam nota debit" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:99 msgid "" "**Debit notes** from vendors are recorded in a similar way to how they are " "issued to customers:" msgstr "" +"**Nota debit** dari vendor direkam dengan cara yang mirip dengan bagaimana " +"mereka diterbitkan ke pelanggan:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:101 msgid "" @@ -4196,6 +4318,10 @@ msgid "" "--> Debit Note`. Fill in the information, and click :guilabel:`Create Debit " "Note`." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Vendor --> Tagihan` buka tagihan " +"terkait yang Anda ingin berikan nota debit, dan klik :guilabel:`ikon Roda " +"Gigi (⚙) --> Nota Debit`. Isi informasi, dan klik :guilabel:`Buat Nota " +"Debit`." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:106 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:111 @@ -4209,28 +4335,32 @@ msgid "" "Issuing a credit/debit note from an invoice/bill creates a **reverse entry**" " that zeroes out the journal items generated by the original invoice." msgstr "" +"Menerbitkan nota kredit/debit dari faktur/tagihan membuat **reverse entry** " +"yang menyeimbangkan item-item jurnal yang dibuat oleh faktur asal." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:113 msgid "The journal invoice of an entry:" -msgstr "" +msgstr "Faktur jurnal entri:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:0 msgid "Invoice journal entry." -msgstr "" +msgstr "Entri jurnal faktur." #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:118 msgid "" "And here is the credit note’s journal entry generated to reverse the " "original invoice above:" msgstr "" +"Dan berikut adalah entri jurnal nota kredit yang dibuat untuk " +"memutarbalikkan faktur asal di atas:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:0 msgid "Credit note journal entry reverses the invoice journal entry." -msgstr "" +msgstr "Entri jurnal nota kredit yang memutarbalikkan entri jurnal faktur." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:3 msgid "Delivery and invoice addresses" -msgstr "" +msgstr "Alamat-alamat pengiriman dan faktur" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:5 msgid "" @@ -4239,10 +4369,15 @@ msgid "" "another. Odoo's **Customer Addresses** feature is designed to handle this " "scenario by making it easy to specify which address to use for each case." msgstr "" +"Perusahaan seringkali memiliki lebih dari satu lokasi, dan seringkali faktur" +" pelanggan seharusnya dikirim ke satu alamat dan pengiriman dilakukan ke " +"alamat lain. Fitur **Alamat-Alamat Pelanggan** Odoo dirancang untuk " +"menangani skenario ini dengan membuat mudah penentuan alamat mana yang " +"digunakan untuk apa saja." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:10 msgid ":doc:`overview`" -msgstr "" +msgstr ":doc:`gambaran umum`" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:15 msgid "" @@ -4251,6 +4386,10 @@ msgid "" ":guilabel:`Customer Invoices` section, enable :guilabel:`Customer Addresses`" " and click :guilabel:`Save`." msgstr "" +"Untuk menentukan faktur sale order dan alamat-alamat pengiriman, kunjungi " +":menuselection:`Akuntansi --> Konfigurasi --> Pengaturan`. Di bagian " +":guilabel:`Faktur Pelanggan`, aktifkan :guilabel:`Alamat Pelanggan` dan klik" +" :guilabel:`Simpan`." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:19 msgid "" @@ -4260,10 +4399,15 @@ msgid "" "will use that address by default, but any contact's address can be used " "instead." msgstr "" +"Pada quotation dan sale order, sekarang terdapat field untuk " +":guilabel:`Alamat Faktur` dan :guilabel:`Alamat Pengiriman`. Bila pelanggan " +"memiliki alamat faktur atau pengiriman terdaftar pada catatan kontak mereka," +" field yang sesuai akan menggunakan alamat tersebut, tapi alamat kontak " +"apapun juga alih-alih dapat digunakan." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:25 msgid "Invoice and deliver to different addresses" -msgstr "" +msgstr "Faktur dan pengiriman ke alamat-alamat yang berbeda" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:27 msgid "" @@ -4272,6 +4416,10 @@ msgid "" " show both the shipping address and the invoice address to assure the " "customer that the delivery is going to the correct location." msgstr "" +"Pesanan pengiriman dan laporan slip pengiriman mereka menggunakan alamat " +"yang ditetapkan pada :guilabel:`Alamat Pengiriman` pada sale order. Secara " +"default, laporan faktur menunjukkan alamat pengiriman dan alamat faktur " +"untuk memastikan pelanggan bahwa pengiriman dilakukan ke lokasi yang tepat." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:31 msgid "" @@ -4280,28 +4428,38 @@ msgid "" "email of the address set as the :guilabel:`Invoice Address` on the sales " "order." msgstr "" +"Email juga dikirim ke alamat-alamat yang berbeda. QUotation dan sale order " +"dikirim ke email kontak utama, seperti biasa, tapi faktur dikirim ke email " +"yang ditetapkan pada :guilabel:`Alamat Faktur` pada sale order." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:36 msgid "" "Reports, such as the delivery slip and invoice report, can be " ":doc:`customized using Studio `." msgstr "" +"Laporan-laporan, seperti slip pengiriman dan laporan faktur, dapat " +":doc:`dikustomisasi menggunakan Studio `." #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:38 msgid "" "If :doc:`Send by Post ` is checked when you click :guilabel:`Send" " & Print`, the invoice will be mailed to the invoice address." msgstr "" +"Bila :doc:`Mengirim melalui Pos ` dicentang saat Anda mengeklik " +":guilabel:`Kirim & Cetak`,faktur akan dikirim ke alamat faktur." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:3 msgid "Deferred revenues" -msgstr "" +msgstr "Pendapatan yang didefer" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" "**Deferred revenues**, or **unearned revenues**, are invoices addressed to " "customers for goods yet to be delivered or services yet to be rendered." msgstr "" +"**Pendapatan yang didefer**, atau **pendapatan yang belum diterima**, adalah" +" faktur yang ditujukan ke pelanggan untuk barang yang belum dikirim atau " +"layanan yang belum diberikan." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" @@ -4309,6 +4467,9 @@ msgid "" " or *income statement*, since the goods and services will be effectively " "delivered/rendered in the future." msgstr "" +"Perusahaan tidak dapat melaporkannya pada **laporan laba dan rugi**, atau " +"*income statement*, karena barang dan layanan akan secara efektif " +"dikirim/diberikan di masa depan. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" @@ -4316,6 +4477,9 @@ msgid "" "the current liabilities until they can be **recognized**, at once or over a " "defined period, on the profit and loss statement." msgstr "" +"Pendapatan-pendapatan masa depan ini harus didefer pada neraca keuangan " +"perusahaan di kewajiban lancar sampai mereka dapat **direkam**, sekaligus " +"atau pada periode tertentu, pada laporan laba dan rugi." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" @@ -4326,12 +4490,21 @@ msgid "" "recognize it on a monthly basis. Each month, for the next 12 months, $100 " "will be recognized as revenue." msgstr "" +"Sebagai contoh, bilang terdapat bisnis yang menjual lisensi software " +"sejumlah $1200 untuk 1 tahun. Mereka langsung memfakturnya ke pelanggan tapi" +" tidak dapat menganggapnya sebagai pembayaran yang sudah diterima, karena " +"bulan-bulan lisensi di masa depan belum terjadi. Oleh karena itu, mereka " +"merekam pendapatan baru ini di akun pendapatan yang didefer dan merekamnya " +"secara bulanan. Setiap bulan, untuk 12 bulan ke depan, $100 akan direkam " +"sebagai pendapatan." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " "entries that are posted periodically." msgstr "" +"Akuntansi Odoo menangani pendapatan yang didefer dengan menyebar mereka di " +"berbagai entri-entri yang direkam secara berkala." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 @@ -4340,6 +4513,9 @@ msgid "" "up to 24 hours before you see a change from :guilabel:`Draft` to " ":guilabel:`Posted`." msgstr "" +"Server memeriksa sekali sehari bila entri harus direkam. Lalu mungkin " +"membutuhkan waktu sampai 24 jam sebelum Anda melihat perubahan dari " +":guilabel:`Draft` menjadi :guilabel:`Direkam`." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 @@ -4348,6 +4524,9 @@ msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " "The following options are available:" msgstr "" +"Pastikan pengaturan default secara tepat dikonfigurasi untuk bisnis Anda. " +"Untuk melakukan ini, pergi ke :menuselection:`Akuntansi --> Konfigurasi --> " +"Pengaturan`. Opsi-opsi berikut tersedia:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 @@ -4357,24 +4536,24 @@ msgstr "Jurnal" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 msgid "The deferral entries are posted in this journal." -msgstr "" +msgstr "Entri-entri didefer direkam di jurnal ini." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 msgid "Deferred Expense Account" -msgstr "Akun Pengeluaran yang Ditangguhkan" +msgstr "Akun Pengeluaran yang Didefer" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" "Expenses are deferred on this Current Asset account until they are " "recognized." -msgstr "" +msgstr "Pengeluaran didefer pada akun Aset Lancar sampai mereka direkam." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 msgid "Deferred Revenue Account" -msgstr "Akun Penangguhan Pendapatan" +msgstr "Akun Pendapatan yang Didefer" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 @@ -4382,11 +4561,12 @@ msgid "" "Revenues are deferred on this Current Liability account until they are " "recognized." msgstr "" +"Pendapatan yang didefer pada akun Kewajiban Lancar sampai mereka direkam." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 msgid "Generate Entries" -msgstr "Buat Entri" +msgstr "Buat Entri-Entri" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" @@ -4396,6 +4576,12 @@ msgid "" ":ref:`generate them manually `" " by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" +"Secara default, Odoo :ref:`secara otomatis membuat " +"` entri yang didefer saat" +" Anda merekam faktur pelanggan. Namun, Anda juga dapat memilih untuk " +":ref:`membuat mereka secara manual " +"` dengan memilih opsi " +":guilabel:`Secara Manual & Kelompok`." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 @@ -4409,11 +4595,15 @@ msgid "" "the :guilabel:`Based on days` computation accounts for different amounts " "depending on the number of days in each month." msgstr "" +"Bilang faktur sebesar $1200 harus didefer selama 12 bulan. Perhitungan " +":guilabel:`Sama setiap bulan` menghitung $100 setiap bulan, sementara " +"perhitungan :guilabel:`Berdasarkan hari` menghitung jumlah yang berbeda " +"tergantung pada jumlah hari di setiap bulan." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 msgid "Generate deferral entries on validation" -msgstr "" +msgstr "Buat entri yang didefer pada validasi" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 msgid "" @@ -4423,12 +4613,19 @@ msgid "" " Date`. Deferred revenue entries are posted from the invoice date and are " "displayed in the report accordingly." msgstr "" +"Pastikan field :guilabel:`Tanggal Mulai` dan :guilabel:`Tanggal Akhir` " +"tampak di tab :guilabel:`Baris Faktur`. Biasanya, :guilabel:`Tanggal Mulai` " +"harus di bulan yang sama dengan :guilabel:`Tanggal Faktur`. Entri pendapatan" +" yang didefer direkam dari tanggal faktur dan secara sesuai ditampilkan di " +"laporan." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:61 msgid "" "For each line of the invoice that should be deferred, specify the start and " "end dates of the deferral period." msgstr "" +"Untuk setiap baris dari faktur yang seharusnya didefer, tentukan tanggal " +"mulai dan akhir dari periode defer." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:64 msgid "" @@ -4437,6 +4634,10 @@ msgid "" "deferral entries when the invoice is validated. Click the " ":guilabel:`Deferred Entries` smart button to see them." msgstr "" +"Bila entri :guilabel:`Buat Entri` di **Pengaturan** ditetapkan sebagai " +":guilabel:`Pada validasi faktur/tagihan`, Odoo secara otomatis membuat " +"entri-entri yang didefer saat faktur divalidasi. Klik tombol pintar " +":guilabel:`Entri-Entri yang Didefer` untuk melihat mereka." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:68 msgid "" @@ -4446,6 +4647,10 @@ msgid "" "amounts from the deferred account to the income account to recognize the " "revenue." msgstr "" +"Satu entri, dengan tanggal hari yang sama dengan tanggal akuntansi faktur, " +"menggerakan jumlah faktur dari akun pendapatan ke akun yang didefer. Entri-" +"entri lain adalah entri defer yang, bulan demi bulan, menggerakan jumlah " +"faktur dari akun yang didefer ke akun pendapatan untuk merekam pendapatan." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 msgid "" @@ -4454,6 +4659,10 @@ msgid "" "August, $800 is recognized as an income, whereas $400 remains on the " "deferred account." msgstr "" +"Anda dapat defer faktur Januari sebesar $1200 selama 12 bulan dengan " +"menentukan tanggal mulai 01/01/2023 dan tanggal akhir 12/31/2023. Di akhir " +"bulan Agustus, $800 direkam sebagai pendapatan, sementara $400 tersisa pada " +"akun yang didefer." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:81 msgid "" @@ -4461,6 +4670,9 @@ msgid "" "entries for each account. To access it, go to :menuselection:`Accounting -->" " Reporting --> Deferred Revenue`." msgstr "" +"Laporan pendapatan yang didefer menghitung gambaran umum entri-entri didefer" +" yang dibutuhkan untuk setiap akun. Untuk mengaksesnya, kunjungi " +":menuselection:`Akuntansi --> Laporan --> Pendapatan yang Didefer`." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:84 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:84 @@ -4468,21 +4680,25 @@ msgid "" "To view the journal items of each account, click on the account name and " "then :guilabel:`Journal Items`." msgstr "" +"Untuk melihat item jurnal setiap akun, klik pada nama akun dan lalu pada " +":guilabel:`Item-Item Jurnal`." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 msgid "Deferred revenue report" -msgstr "" +msgstr "Laporan pendapatan yang didefer" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:91 msgid "" "Only invoices whose accounting date is before the end of the period of the " "report are taken into account." msgstr "" +"Hanya faktur yang tanggal akuntansinya sebelum akhir periode laporan yang " +"diperhitungkan." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "Generate grouped deferral entries manually" -msgstr "" +msgstr "Buat secara manual entri-entri yang didefer yang dikelompokkan" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:99 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:99 @@ -4493,6 +4709,11 @@ msgid "" ":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" " a single entry." msgstr "" +"Bila Anda memiliki banyak pendapatan yang didefer dan ingin mengurangi " +"jumlah entri-entri jurnal yang dibuat, Anda dapat membuat entri yang didefer" +" secara manual. Untuk melakukan ini, tetapkan field :guilabel:`Buat Entri` " +"di **Pengaturan** sebagai :guilabel:`Secara Manual & Kelompok`. Odoo lalu " +"mengagregatkan jumlah yang didefer di satu entri." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 msgid "" @@ -4500,6 +4721,9 @@ msgid "" " Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " "generates two deferral entries:" msgstr "" +"Di akhir setiap bulan, kunjungi :menuselection:`Akuntansi --> Laporan --> " +"Pendapatan yang Didefer` dan klik tombol :guilabel:`Buat Entri`. Ini membuat" +" dua entri yang didefer:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:107 msgid "" @@ -4507,6 +4731,9 @@ msgid "" "the deferred amounts of that month. This means that a part of the deferred " "revenue is recognized at the end of that period." msgstr "" +"Satu dengan tnaggal di akhir bulan yang mengagregatkan, untuk setiap akun, " +"semua jumlah yang didefer pada bulan tersebut. Ini berarti sebagian " +"pendapatan yang didefer direkam pada akhir periode tersebut." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:110 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:110 @@ -4514,23 +4741,25 @@ msgid "" "The reversal of this created entry, dated on the following day (i.e., the " "first day of the next month) to cancel the previous entry." msgstr "" +"Pemutarbalikkan entri yang dibuat, dengan tanggal hari berikutnya (contoh, " +"hari pertama bulan depan) untuk membatalkan entri sebelumnya." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 msgid "There are two invoices:" -msgstr "" +msgstr "Terdapat dua faktur:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:116 msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" -msgstr "" +msgstr "Faktur A: $1200 untuk didefer dari 01/01/2023 sampai 12/31/2023" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" -msgstr "" +msgstr "Faktur B: $600 untuk didefer dari 01/01/2023 sampai 12/31/2023" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:135 msgid "In January" -msgstr "" +msgstr "Di bulan Januari" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:120 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:121 @@ -4538,11 +4767,13 @@ msgid "" "At the end of January, after clicking the :guilabel:`Generate Entries` " "button, there are the following entries:" msgstr "" +"Di akhir bulan Januari, setelah mengeklik tombol :guilabel:`Buat Entri`, " +"terdapat entri-entri berikut:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 msgid "Entry 1 dated on the 31st January:" -msgstr "" +msgstr "Entri 1 dengan tanggal 31 Januari:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 @@ -4551,12 +4782,16 @@ msgid "" "Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" " invoices)" msgstr "" +"Baris 1: Akun pengeluaran -1200 -600 = **-1800** (membatalkan total kedua " +"faktur)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:126 msgid "" "Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " "and invoice B)" msgstr "" +"Baris 2: Akun pengeluaran 100 + 50 = **150** (merekam 1/12 faktur A dan " +"faktur B)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 @@ -4564,31 +4799,32 @@ msgid "" "Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " "deferred later on)" msgstr "" +"Baris 3: Akun yang didefer 1800 - 150 = **1650** (jumlah yang didefer nanti)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" -msgstr "" +msgstr "Entri 2 dengan tanggal 1 Febuari, pemutarbalikkan entri sebelumnya:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 msgid "Line 1: Expense account **1800**" -msgstr "" +msgstr "Baris 1: Akun pengeluaran **1800**" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:133 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 msgid "Line 2: Deferred account **-150**" -msgstr "" +msgstr "Baris 2: Akun yang didefer **-150**" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:135 msgid "Line 3: Expense account **-1650**" -msgstr "" +msgstr "Baris 3: Akun pengeluaran **-1650**" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:147 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:148 msgid "In February" -msgstr "" +msgstr "Di bulan Febuari" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:137 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:138 @@ -4596,17 +4832,21 @@ msgid "" "At the end of February, after clicking the :guilabel:`Generate Entries` " "button, there are the following entries:" msgstr "" +"Di akhir bulan Febuari, setelah mengeklik tombol :guilabel:`Buat Entri`, " +"terdapat entri-entri berikut:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 msgid "Entry 1 dated on the 28th February:" -msgstr "" +msgstr "Entri 1 dengan tanggal 28 Febuari:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:143 msgid "" "Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " "and invoice B)" msgstr "" +"Baris 2: Akun pengeluaran 200 + 100 = **300** (merekam 2/12 dari faktur A " +"dan faktur B)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:145 @@ -4614,26 +4854,27 @@ msgid "" "Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " "deferred later on)" msgstr "" +"Baris 3: Akun yang didefer 1800 - 300 = **1500** (jumlah yang didefer nanti)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:147 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:148 msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." -msgstr "" +msgstr "Entri 2 dengan tanggal 1 Maret, pemutarbalikkan entri sebelumnya." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:151 msgid "From March to October" -msgstr "" +msgstr "Dari Maret sampai Oktober" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:151 msgid "The same computation is done for each month until October." -msgstr "" +msgstr "Perhitungan yang sama dilakukan untuk setiap bulan sampai Oktober." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:164 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:164 msgid "In November" -msgstr "" +msgstr "Di bulan November" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:153 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:154 @@ -4641,17 +4882,21 @@ msgid "" "At the end of November, after clicking the :guilabel:`Generate Entries` " "button, there are the following entries:" msgstr "" +"Di akhir bulan November, setelah mengeklik tombol :guilabel:`Buat Entri`, " +"terdapat entri-entri berikut:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "Entry 1 dated on the 30th November:" -msgstr "" +msgstr "Entri 1 dengan tanggal 30 November:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 msgid "" "Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " "A and invoice B)" msgstr "" +"Baris 2: Akun pengeluaran 1100 + 550 = **1650** (merekam 11/12 dari faktur A" +" dan faktur B)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:161 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:161 @@ -4659,36 +4904,39 @@ msgid "" "Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " "deferred later on)" msgstr "" +"Baris 3: Akun yang didefer 1800 - 1650 = **150** (jumlah yang didefer nanti)" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:164 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:164 msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." -msgstr "" +msgstr "Entri 2 dengan tanggal 1 Desember, pemutarbalikkan entri sebelumnya." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:168 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:168 msgid "In December" -msgstr "" +msgstr "Di bulan Desember" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:167 msgid "" "There is no need to generate entries in December. Indeed, if we do the " "computation for December, we have an amount of 0 to be deferred." msgstr "" +"Tidak perlu membuat entri di bulan Desember. Karena, bila kita melakukan " +"perhitungan untuk Desember, kita memiliki jumlah sebesar 0 untuk didefer." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 msgid "In total" -msgstr "" +msgstr "Secara total" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 msgid "If we aggregate everything, we would have:" -msgstr "" +msgstr "Bila kita mengagregatkan semuanya, kita akan memiliki:" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:173 msgid "invoice A and invoice B" -msgstr "" +msgstr "faktur A dan faktur B" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:174 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:174 @@ -4696,6 +4944,8 @@ msgid "" "two entries (one for the deferral and one for the reversal) for each month " "from January to November" msgstr "" +"dua entri (satu untuk yang didefer dan satu untuk pemutarbalikkan) untuk " +"setiap bulan dari Januari sampai November" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 msgid "" @@ -4703,10 +4953,13 @@ msgid "" "income only once in spite of all the created entries thanks to the reversal " "mechanism." msgstr "" +"Oleh karena itu, di akhir bulan Desember, faktur A dan B sepenuhnya direkam " +"sebagai pendapatan hanya sekali saja walaupun terdapat banyak entri yang " +"dibuat berkat mekanisme pemutarbalikkan." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" -msgstr "" +msgstr "Pemfakturan elektronik (:abb:`EDI (electronic data interchange)`)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:5 msgid "" @@ -4717,6 +4970,11 @@ msgid "" "Various EDI file formats exist and are available depending on your company's" " country." msgstr "" +"EDI, atau electronic data interchange (pertukaran data elektronik), adalah " +"komunikasi antar-perusahaan untuk dokumen bisnis, seperti pesanan pembelian " +"dan faktur, di format standar. Mengirim dokumen menurut standar EDI " +"memastikan mesin yang menerima pesan dapat menafsirkan informasi dengan " +"tepat. Beragam format file EDI tersedia tergantung negara perusahaan Anda." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:10 msgid "" @@ -4724,16 +4982,21 @@ msgid "" "might also be required by some governments for fiscal control or to " "facilitate the administration." msgstr "" +"Fitur EDI mengaktifkan otomatisasi administrasi antara perusahaan dan juga " +"mungkin diperlukan oleh beberapa perusahaan untuk kontrol fiskal atau " +"memfasilitasi administrasi." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:13 msgid "" "Electronic invoicing of your documents such as customer invoices, credit " "notes or vendor bills is one of the application of EDI." msgstr "" +"Faktur elektronik dokumen Anda seperti faktur pelanggan, nota kredit atau " +"tagihan vendor adalah salah satu aplikasi EDI." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:16 msgid "Odoo supports, among others, the following formats." -msgstr "" +msgstr "Odoo mendukung, di antara lain, format-format berikut." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:21 msgid "Format Name" @@ -4752,7 +5015,7 @@ msgstr "Factur-X (CII)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:50 msgid "All customers" -msgstr "" +msgstr "Semua pelanggan" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:25 msgid "Peppol BIS Billing 3.0" @@ -4760,79 +5023,79 @@ msgstr "Peppol BIS Billing 3.0" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:27 msgid "XRechnung (UBL)" -msgstr "" +msgstr "XRechnung (UBL)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:29 msgid "Fattura PA (IT)" -msgstr "" +msgstr "Fattura PA (IT)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:30 msgid "Italian companies" -msgstr "" +msgstr "Perusahaan Italia" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:31 msgid "CFDI (4.0)" -msgstr "" +msgstr "CFDI (4.0)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:32 msgid "Mexican companies" -msgstr "" +msgstr "Perusahaan Meksiko" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:33 msgid "Peru UBL 2.1" -msgstr "" +msgstr "Peru UBL 2.1" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:34 msgid "Peruvian companies" -msgstr "" +msgstr "Perusahaan Peru" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:35 msgid "SII IVA Llevanza de libros registro (ES)" -msgstr "" +msgstr "SII IVA Llevanza de libros registro (ES)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:36 msgid "Spanish companies" -msgstr "" +msgstr "Perusahaan Spanyol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:37 msgid "UBL 2.1 (Columbia)" -msgstr "" +msgstr "UBL 2.1 (Columbia)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:38 msgid "Colombian companies" -msgstr "" +msgstr "Perusahaan Kolombia" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:39 msgid "Egyptian Tax Authority" -msgstr "" +msgstr "Egyptian Tax Authority" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:40 msgid "Egyptian companies" -msgstr "" +msgstr "Perusahaan Mesir" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:41 msgid "E-Invoice (IN)" -msgstr "" +msgstr "E-Invoice (IN)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:42 msgid "Indian companies" -msgstr "" +msgstr "Perusahaan India" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:43 msgid "NLCIUS (Netherlands)" -msgstr "" +msgstr "NLCIUS (Netherlands)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:44 msgid "Dutch companies" -msgstr "" +msgstr "Perusahaan Belanda" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:45 msgid "EHF 3.0" -msgstr "" +msgstr "EHF 3.0" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:46 msgid "Norwegian companies" -msgstr "" +msgstr "Perusahaan Norwegia" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:47 msgid "SG BIS Billing 3.0" @@ -4840,7 +5103,7 @@ msgstr "SG BIS Billing 3.0" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:48 msgid "Singaporean companies" -msgstr "" +msgstr "Perusahaan Singapur" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:49 msgid "A-NZ BIS Billing 3.0" @@ -4851,25 +5114,31 @@ msgid "" "The **Factur-X (CII)** format enables validation checks on the invoice and " "generates PDF/A-3 compliant files." msgstr "" +"Format **Factur-X (CII)** mengaktifkan pemeriksaan validasi pada faktur dan " +"membuat file PDF/A-3 yang sesuai." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:55 msgid "" "Every PDF generated by Odoo includes an integrated **Factur-X** XML file." msgstr "" +"Setiap PDF yang dibuat oleh Odoo termasuk file XML **Factur-X** yang " +"terintegrasi." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" -msgstr "" +msgstr ":doc:`../../fiscal_localizations`" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:65 msgid "" "By default, the format available in the :ref:`send window " "` depends on your customer's country." msgstr "" +"Secara default, format yang tersedia di :ref:`jendela pengiriman " +"` tergantung pada negara pelanggan Anda." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:68 msgid "" @@ -4878,14 +5147,18 @@ msgid "" "customer form, go to the :guilabel:`Accounting` tab and select the " "appropriate format." msgstr "" +"Anda dapat menentukan format e-faktur tertentu untuk setiap pelanggan. Untuk" +" melakukan ini, kunjungi :menuselection:`Akuntansi --> Pelanggan --> " +"Pelanggan`, buka formulir pelanggan, kunjungi tab :guilabel:`Akuntansi` dan " +"pilih format yang sesuai." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Select an EDI format for a specific customer" -msgstr "" +msgstr "Pilih format EDI untuk pelanggan tertentu" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 msgid "National electronic invoicing" -msgstr "" +msgstr "Faktur elektronik nasional" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:78 msgid "" @@ -4896,6 +5169,13 @@ msgid "" "e-invoicing documents in a specific format for all your invoices. In this " "case, you can define a default e-invoicing format for your sales journal." msgstr "" +"Tergantung negara perusahaan Anda (e.g., :doc:`Italia " +"<../../fiscal_localizations/italy>`, :doc:`Spanyol " +"<../../fiscal_localizations/spain>`, :doc:`Meksiko " +"<../../fiscal_localizations/mexico>`, etc.), Anda mungkin harus menerbitkan " +"dokumen e-faktur dalam format tertentu untuk semua faktur Anda. Pada kasus " +"ini, Anda dapat mendefinisikan format e-faktur default untuk jurnal sales " +"Anda." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:84 msgid "" @@ -4903,10 +5183,13 @@ msgid "" "open your sales journal, go to the :guilabel:`Advanced Settings` tab, and " "enable the formats you need for this journal." msgstr "" +"Untuk melakukan ini, kunjungi :menuselection:`Akuntansi --> Konfigurasi --> " +"Jurnal`, buka jurnal sales Anda, kunjungi tab :guilabel:`Advanced Settings`," +" dan aktifkan format yang Anda butuhkan untuk jurnal ini." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:90 msgid "E-invoices generation" -msgstr "" +msgstr "Pembuatan e-faktur" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:92 msgid "" @@ -4914,12 +5197,15 @@ msgid "" "window. Check the e-invoicing option to generate and attach the e-invoice " "file." msgstr "" +"Dari faktur yang dikonfirmasi, klik :guilabel:`Kirim & Cetak` untuk membuka " +"jendela pengiriman. Periksa opsi e-faktur untuk membuat dan melampirkan file" +" e-faktur." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "" "The Peppol option is checked and an e-invoicing XML file is attached to the " "email." -msgstr "" +msgstr "Opsi Peppol dicentang dan file XML e-faktur dilampirkan ke email." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:99 msgid "Peppol" @@ -4933,6 +5219,10 @@ msgid "" "(connectors to the Peppol network) allow enterprises to exchange electronic " "documents." msgstr "" +"Jaringan `Peppol `_ memastikan pertukaran dokumen" +" dan informasi di antara perusahaan dan otoritas pemerintah. Ini secara " +"utama digunakan untuk pemfakturan elektronik, dan poin aksesnya (konektor ke" +" jaringan Peppol) mengizinkan perusahaan untuk menukar dokumen elektronik." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" @@ -4940,34 +5230,45 @@ msgid "" " enabling electronic invoicing transactions without the need to send " "invoices and bills by email or post." msgstr "" +"Odoo adalah **poin akses** dan :abbr:`SMP (Service Metadata Publisher)`, " +"mengaktifkan transaksi faktur elektronik tanpa harus mengirim faktur dan " +"tagihan secara email atau post." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 msgid "" "If not done yet, :ref:`install ` the :guilabel:`Peppol` " "module (`account_peppol`)." msgstr "" +"Bila belum dilakukan, :ref:`instal ` modul " +":guilabel:`Peppol` (`account_peppol`)." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 msgid "Peppol registration is **free** and available in Odoo Community" -msgstr "" +msgstr "Pendaftaran Peppol **gratis** dan tersedia di Odoo Community" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 msgid "" "You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" " Bills** and **Refunds** via Peppol." msgstr "" +"Anda dapat mengirim **Faktur Pelanggan** dan **Nota Kredit** dan menerima " +"**Tagihan Vendor** dan *Refund** melalui Peppol." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 msgid "" "You can send in one of the following supported document formats: **BIS " "Billing 3.0, XRechnung CIUS, NLCIUS**." msgstr "" +"Anda dapat mengirim salah satu dari format dokumen berikut yang didukung: " +"**BIS Billing 3.0, XRechnung CIUS, NLCIUS**." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 msgid "" "The following **countries** are eligible for **Peppol registration in " "Odoo**:" msgstr "" +"**Negara-negara** berikut memenuhi syarat untuk **pendaftaran Peppol di " +"Odoo**:" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 msgid "" @@ -4979,6 +5280,13 @@ msgid "" "Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " "City State)" msgstr "" +"Andorra, Albania, Austria, Bosnia & Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 msgid "Registration" @@ -4990,14 +5298,17 @@ msgid "" "not have the Peppol module installed, first tick the :guilabel:`Enable " "PEPPOL` checkbox and then **manually save**." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Konfigurasi --> Pengaturan`. Bila " +"Anda belum menginstal modul Peppol, pertama-tama centang kotak " +":guilabel:`Aktifkan PEPPOL` dan lalu **secara manual simpan**." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Peppol module installation" -msgstr "" +msgstr "Penginstalan modul Peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 msgid "Fill in the following information:" -msgstr "" +msgstr "Isi informasi berikut:" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" @@ -5006,28 +5317,37 @@ msgid "" " most commonly used EAS code in your country. For example, the preferred EAS" " code for most companies in Belgium is 0208." msgstr "" +":guilabel:`Peppol EAS`. Ini adalah Peppol Electronic Address Scheme dan " +"biasanya tergantung negara perusahaan Anda. Odoo seringkali mengisi otomatis" +" ini dengan kode EAS yang palign sering digunakan di negara Anda. Sebagai " +"contoh, kode EAS yang kerap digunakan perusahaan di Belgia adalah 0208." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" ":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " "VAT number." msgstr "" +":guilabel:`Peppol Endpoint`. Ini biasanya adalah nomor Company Registry atau" +" PPN." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" +":guilabel:`Nomor Telepon`, termasuk kode negara (contoh, `+32` di Belgia)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" -msgstr "" +msgstr ":guilabel:`Kontak email utama`" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 msgid "" "`Peppol EAS - European Commision `_" msgstr "" +"`Peppol EAS - European Commision `_" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 msgid "" @@ -5035,16 +5355,21 @@ msgid "" "`_ (open the \"Participant " "Identifier Schemes\" as HTML page)" msgstr "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (buka \"Participant " +"Identifier Schemes\" sebagai halaman HTML)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." msgstr "" +"Bila Anda sedang migrasi dari akses poin lain, masukkan :guilabel:`Migration" +" key` dari provider sebelumnya." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Configuration for peppol" -msgstr "" +msgstr "Konfigurasi untuk peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 msgid "" @@ -5052,10 +5377,13 @@ msgid "" "demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," " select :guilabel:`Live`." msgstr "" +"Terakhir, klik :guilabel:`Validasi pendaftaran`. Bila Anda ingin " +"mengeksplorasi atau demo Peppol, Anda dapat memilih untuk mendaftar di mode " +":guilabel:`Demo`. Bila tidak, pilih :guilabel:`Live`." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 msgid "Peppol demo mode selection" -msgstr "" +msgstr "Pemilihan mode demo Peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 msgid "" @@ -5063,34 +5391,41 @@ msgid "" "changed to `test`. Then, a radio button appears with the option to register " "on the test server." msgstr "" +"Saat menguji Peppol, parameter sistem `account_peppol.edi.mode` dapat diubah" +" menjadi `test`. Lalu, tombol radio muncul dengan opsi untuk mendaftar pada " +"server test." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 msgid "Peppol test mode parameter" -msgstr "" +msgstr "Parameter mode test Peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 msgid "Peppol test mode selection" -msgstr "" +msgstr "Pemilihan mode test Peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 msgid "" "Now, you can request a verification code to be sent to you by clicking " ":guilabel:`Verify phone number`." msgstr "" +"Sekarang, Anda dapat meminta kode verifikasi untuk dikirim ke Anda dengan " +"mengeklik :guilabel:`Verifikasi nomor telepon`." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation request verification" -msgstr "" +msgstr "permintaan verifikasi validasi telepon" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " "finalize the verification process." msgstr "" +"Pesan teks yang memiliki kode dikirim ke nomor telepon yang disediakan untuk" +" menyelesaikan proses verifikasi." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" -msgstr "" +msgstr "validasi telepon" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" @@ -5098,14 +5433,18 @@ msgid "" " registration is pending activation. From this point onwards, the default " "journal for receiving Vendor Bills can be set." msgstr "" +"Setelah Anda memasukkan kode dan mengeklik :guilabel:`Konfirmasi`, Anda " +"dapat melihat bahwa pendaftaran Anda memiliki aktivasi yang pending. Dari " +"titik ini kedepannya, jurnal default untuk menerima Tagihan Vendor dapat " +"ditetapkan." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "pending application" -msgstr "" +msgstr "aplikasi pending" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 msgid "It should be automatically activated within a day." -msgstr "" +msgstr "Seharusnya secara otomatis diaktifkan dalam sehari." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 msgid "" @@ -5113,32 +5452,41 @@ msgid "" "registration status by going to :menuselection:`Settings --> Technical --> " "Scheduled Actions --> PEPPOL\\: update participant status`." msgstr "" +"Juga memungkinkan untuk secara manual memicu cron yang memeriksa status " +"pendaftaran dengan mengunjungi :menuselection:`Pengaturan --> Teknis --> " +"Action Terjadwal --> PEPPOL\\: update status peserta`." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 msgid "" "Your application status should be updated soon after you are registered on " "the Peppol network." msgstr "" +"Status aplikasi Anda harusnya langsung diupdate setelah Anda mendaftar pada " +"jaringan Peppol." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "active application" -msgstr "" +msgstr "aplikasi aktif" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 msgid "" "All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +"Semua faktur dan tagihan vendor sekarang dapat dikirim langsung menggunakan " +"jaringan Peppol." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 msgid "Contact verification" -msgstr "" +msgstr "Verifikasi kontak" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 msgid "" "Before sending an invoice to a contact using the Peppol network, it is " "necessary to verify that they are also registered as a Peppol participant." msgstr "" +"Sebelum mengirimkan faktur ke kontak menggunakan jaringan Peppol, Anda harus" +" memverifikasi bahwa mereka juga terdaftar sebagai peserta Peppol." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 msgid "" @@ -5149,10 +5497,16 @@ msgid "" "Then, click :guilabel:`Verify`. If the contact exists on the network, their " "Peppol endpoint validity is set to Valid." msgstr "" +"Untuk melakukan ini, kunjungi :menuselection:`Akuntansi --> Pelanggan --> " +"Pelanggan` dan buka formulir pelanggan. Lalu kunjungi :menuselection:`tab " +"Akuntansi --> Faktur Elektronik`, pilih format yang tepat, dan pastikan " +":guilabel:`kode EAS Peppol` mereka dan :guilabel:`Endpoint` diisi. Lalu, " +"klik :guilabel:`Verifikasi`. Bila kontak tersedia pada jaringan, validitas " +"endpoint Peppol mereka ditetapkan menjadi Valid." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "verify contact registration" -msgstr "" +msgstr "verifikasi pendaftaran kontak" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 msgid "" @@ -5160,6 +5514,9 @@ msgid "" "information available for a contact, it is better to confirm these details " "directly with the contact." msgstr "" +"Walau Odoo mengisi otomatis kode EAS dan angka Endpoint berdasarkan " +"informasi yang tersedia pada kontak, lebih baik Anda mengonfirmasi detail-" +"detail tersebut langsung dengan kontak terkait." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 msgid "" @@ -5168,10 +5525,15 @@ msgid "" "Customers` and switch to the list view. Select the customers you want to " "verify and then click :menuselection:`Actions --> Verify Peppol`." msgstr "" +"Anda dapat memverifikasi status peserta Peppol untuk beberapa pelanggan " +"secara sekaligus. Untuk melakukan ini, kunjungi :menuselection:`Akuntansi " +"--> Pelanggan --> Pelanggan` dan ganti ke tampilan list. Pilih pelanggan " +"yang Anda ingin verifikasi dan lalu klik :menuselection:`Action --> " +"Verifikasi Peppol`." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 msgid "Send invoices" -msgstr "" +msgstr "Kirim faktur" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 msgid "" @@ -5181,10 +5543,16 @@ msgid "" "Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " "3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." msgstr "" +"Setelah Anda siap untuk mengirim faktur melalui jaringan Peppol, cukup klik " +":guilabel:`Kirim & Cetak` pada formulir faktur. Untuk mengirim berturut-" +"turut lebih dari satu faktur, pilih mereka di tampilan list dan klik " +":menuselection:`Action --> Kirim & Cetak`; mereka akan nanti dikirim secara " +"batch. Kotak :guilabel:`BIS Billing 3.0` dan :guilabel:`Kirim via PEPPOL` " +"harus dicentang." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Send peppol invoice" -msgstr "" +msgstr "Kirim faktur peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 msgid "" @@ -5193,10 +5561,14 @@ msgid "" "the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " "corresponding sales journal." msgstr "" +"Faktur ynag dipost yang dapat dikirim melalui Peppol ditandai sebagai " +":guilabel:`Peppol Ready`. Untuk menampilkan mereka, gunakan filter " +":guilabel:`Peppol Ready` atau akses dashboard Akuntansi dan klik " +":guilabel:`faktur Peppol ready` pada jurnal sales yang sesuai." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Filter Peppol ready invoices" -msgstr "" +msgstr "Filter faktur Peppol ready" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 msgid "" @@ -5204,10 +5576,13 @@ msgid "" ":guilabel:`Processing`. The status is changed to `Done` after they have been" " successfully delivered to the contact's Access Point." msgstr "" +"Setelah faktur dikirim melalui Peppol, status diubah ke " +":guilabel:`Diproses`. Status diubah ke `Selesai` setelah mereka telah sukses" +" dikirim ke Poin Akses kontak." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Peppol message status" -msgstr "" +msgstr "Status pesan Peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 msgid "" @@ -5215,6 +5590,9 @@ msgid "" "You can choose to have it displayed by selecting it from the optional " "columns, accessible from the top right corner of the Invoices list view." msgstr "" +"Secara default, kolom status Peppol disembunyikan pada tampilan list Faktur." +" Anda dapat memilih untuk menampilkannya dengan memilihnya dari kolom " +"opsional, dapat diakses dari pojok kanan atas tampilan list Faktur." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 msgid "" @@ -5223,14 +5601,18 @@ msgid "" " invoice status` in the corresponding sales journal on the Accounting " "dashboard." msgstr "" +"Cron berjalan secara reguler untuk memeriksa status faktur-faktur ini. Anda " +"dapat memeriksa status sebelum cron dijalankan dengan mengeklik " +":guilabel:`Fetch status faktur Peppol` di jurnal sales yang sesuai pada " +"dashboard Akuntansi." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Fetch invoice Peppol status" -msgstr "" +msgstr "Fetch status faktur Peppol" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 msgid "Receive vendor bills" -msgstr "" +msgstr "Terima tagihan vendor" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 msgid "" @@ -5238,10 +5620,13 @@ msgid "" "via the Peppol network. These documents are imported, and the corresponding " "vendor bills are created automatically as drafts." msgstr "" +"Sekali sehari, cron memeriksa apakah dokumen baru apa pun telah dikirim ke " +"Anda melalui jaringan Peppol. Dokumen-dokumen ini diimpor, dan tagihan " +"vendor yang sesuai dibuat secara otomatis sebagai draft." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "peppol receive bills" -msgstr "" +msgstr "peppol menerima tagihan" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 msgid "" @@ -5249,14 +5634,18 @@ msgid "" "can do so from the Accounting dashboard on the main Peppol purchase journal " "that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." msgstr "" +"Bila Anda ingin mengambil dokumen Peppol yang masuk sebelum cron berjalan, " +"Anda dapat melakukannya dari dashbaord Akuntansi pada jurnal utama pembelian" +" Peppol yang Anda setup di pengaturan. Cukup klik :guilabel:`Fetch dari " +"Peppol`. " #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Fetch bills from Peppol" -msgstr "" +msgstr "Fetch tagihan dari Peppol" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" -msgstr "" +msgstr "EPC QR codes" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:5 msgid "" @@ -5265,29 +5654,39 @@ msgid "" " applications** to initiate a **SEPA credit transfer (SCT)** and pay their " "invoices instantly." msgstr "" +"European Payments Council quick response codes, atau **EPC QR codes**, " +"adalah barcode dua-dimensi yang pelanggan dapat scan dengan **aplikasi " +"mobile banking** mereka untuk memulai **SEPA credit transfer (SCT)** dan " +"membayar faktur mereka secara instan." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:9 msgid "" "In addition to bringing ease of use and speed, it greatly reduces typing " "errors that would potentially make for payment issues." msgstr "" +"Di atas memudahkan dan mempercepat penggunaan, EPC QR code juga sangat " +"mengurangi kesalahan mengetik yang berpotensi membuat kesalahan pembayaran." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:13 msgid "" "This feature is only available for companies in several European countries " "such as Austria, Belgium, Finland, Germany, and the Netherlands." msgstr "" +"Fitur ini hanya tersedia untuk perusahaan di beberapa negara Eropa seperti " +"Austria, Belgia, Finlandia, Jerman, dan Belanda." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:17 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:126 msgid ":doc:`../bank`" -msgstr "" +msgstr ":doc:`../bank`" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:18 msgid "" "`Odoo Academy: QR Code on Invoices for European Customers " "`_" msgstr "" +"`Odoo Academy: QR Code on Invoices for European Customers " +"`_" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:23 msgid "" @@ -5295,16 +5694,21 @@ msgid "" "activate the :guilabel:`QR Codes` feature in the :guilabel:`Customer " "Payments` section." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Konfigurasi --> Pengaturan` dan " +"aktifkan fitur :guilabel:`QR Code` di bagian :guilabel:`Pembayaran " +"Pelanggan`." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:27 msgid "Configure your bank account's journal" -msgstr "" +msgstr "Konfigurasikan jurnal akun bank Anda" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:29 msgid "" "Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo" " with your IBAN and BIC." msgstr "" +"Pastikan bahwa :guilabel:`Akun Bank` secara tepat dikonfigurasi di Odoo " +"dengan IBAN dan BIC Anda." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:31 msgid "" @@ -5312,14 +5716,17 @@ msgid "" "open your bank journal, then fill out the :guilabel:`Account Number` and " ":guilabel:`Bank` under the :guilabel:`Bank Account Number` column." msgstr "" +"Untuk melakukan ini, kunjungi :menuselection:`Akuntansi --> Konfigurasi --> " +"Jurnal`, buka jurnal bank Anda, lalu isi :guilabel:`Nomor Akun` dan " +":guilabel:`Bank` di bawah kolom :guilabel:`Nomor Akun Bank`." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst-1 msgid "Bank account number column in the bank journal" -msgstr "" +msgstr "Kolom nomor akun bank di jurnal bank" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:39 msgid "Issue invoices with EPC QR codes" -msgstr "" +msgstr "Terbitkan faktur dengan EPC QR code" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:41 msgid "" @@ -5327,18 +5734,25 @@ msgid "" "supports making payments via EPC QR codes will be able to scan the code and " "pay the invoice." msgstr "" +"EPC QR code ditambahkan secara otomatis ke faktur Anda. Pelanggan yang " +"banknya mendukung membuat pembayaran melalui EPC QR code akan dapat scan " +"code dan membayar faktur." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:44 msgid "" "Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a " "new invoice." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Pelanggan --> Faktur`, dan buat " +"faktur baru." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:46 msgid "" "Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically " "fills out the :guilabel:`Recipient Bank` field with your IBAN." msgstr "" +"Sebelum menerbitkannya, buka tab :guilabel:`Info Lain`. Odoo secara otomatis" +" mengisi field :guilabel:`Bank Penerima` dengan IBAN Anda." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:50 msgid "" @@ -5347,16 +5761,20 @@ msgid "" " Odoo automatically populates this field with your IBAN by default and uses " "it to generate the EPC QR code." msgstr "" +"Di tab :guilabel:`Info Lain`, akun yang diindikasikan di field " +":guilabel:`Bank Penerima` digunakan untuk menerima pembayaran pelanggan " +"Anda. Odoo secara otomatis mengisi field ini dengan IBAN Anda secara default" +" dan menggunakannya untuk membuat EPC QR code." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:54 msgid "" "When the invoice is printed or previewed, the QR code is included at the " "bottom." -msgstr "" +msgstr "Saat faktur dicetak atau dipratinjau, kode QR dimasukkan di bawah." #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst-1 msgid "QR code on a customer invoice" -msgstr "" +msgstr "QR code pada faktur pelanggan" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:60 msgid "" @@ -5364,6 +5782,9 @@ msgid "" "indicated in the :guilabel:`Recipient Bank` field, under the " ":guilabel:`Other Info` tab of the invoice." msgstr "" +"Bila Anda ingin menerbitkan faktur tanpa EPC QR code, hapus IBAN yang " +"diindikasikan di field :guilabel:`Bank Penerima`, di bawah tab " +":guilabel:`Info Lain` di faktur." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:3 msgid "Incoterms" @@ -5380,80 +5801,89 @@ msgid "" "from the seller to the buyer, the responsibility for transportation, " "insurance, customs clearance, and other relevant aspects of the transaction." msgstr "" +":abbr:`Incoterms (International Commercial Terms)` adalah ketentuan dagang " +"standar yang digunakan di transaksi internasional untuk mendefinisikan hak " +"dan kewajiban pembeli dan penjual. Mereka mendirikan obligasi terkait " +"pengiriman barang, transfer risiko, dan distribusi biaya di antara pihak-" +"pihak yang terlibat. Incoterms menentukan detail penting, seperti titik di " +"mana risiko dan biaya ditransfer dari penjual ke pembeli, penanggungjawaban " +"transportasi, asuransi, bea cukai, dan aspek relevan lainnya dari transaksi." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:13 msgid "By default, all 11 Incoterms are available in Odoo:" -msgstr "" +msgstr "Secara default, semua 11 Incoterms tersedia di Odoo:" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:15 msgid "**EXW**: Ex works" -msgstr "" +msgstr "**EXW**: Ex works" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:16 msgid "**FCA**: Free carrier" -msgstr "" +msgstr "**FCA**: Free carrier" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:17 msgid "**FAS**: Free alongside ship" -msgstr "" +msgstr "**FAS**: Free alongside ship" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:18 msgid "**FOB**: Free on board" -msgstr "" +msgstr "**FOB**: Free on board" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:19 msgid "**CFR**: Cost and freight" -msgstr "" +msgstr "**CFR**: Cost and freight" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:20 msgid "**CIF**: Cost, insurance and freight" -msgstr "" +msgstr "**CIF**: Cost, insurance and freight" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:21 msgid "**CPT**: Carriage paid to" -msgstr "" +msgstr "**CPT**: Carriage paid to" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:22 msgid "**CIP**: Carriage and insurance paid to" -msgstr "" +msgstr "**CIP**: Carriage and insurance paid to" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:23 msgid "**DPU**: Delivered at place unloaded" -msgstr "" +msgstr "**DPU**: Delivered at place unloaded" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:24 msgid "**DAP**: Delivered at place" -msgstr "" +msgstr "**DAP**: Delivered at place" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:25 msgid "**DDP**: Delivered duty paid" -msgstr "" +msgstr "**DDP**: Delivered duty paid" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:28 msgid ":doc:`../reporting/intrastat`" -msgstr "" +msgstr ":doc:`../reporting/intrastat`" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 msgid ":doc:`../customer_invoices`" -msgstr "" +msgstr ":doc:`../customer_invoices`" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 msgid ":doc:`../vendor_bills`" -msgstr "" +msgstr ":doc:`../vendor_bills`" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 msgid "Define an Incoterm" -msgstr "" +msgstr "Definisikan Incoterm" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" +"Untuk menentukan secara manual Incoterm, buat faktur atau tagihan, klik tab " +":guilabel:`Info Lain`, dan pilih :guilabel:`Incoterm`." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 msgid "Incoterm location" -msgstr "" +msgstr "Lokasi Incoterm" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" @@ -5461,6 +5891,8 @@ msgid "" "bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " "field." msgstr "" +"Lokasi relevant ke Incoterm terpilih dapat ditambahkan ke faktur atau " +"tagihan di bawah :guilabel:`Info Lain` di field :guilabel:`Lokasi Incoterm`." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 msgid "" @@ -5468,10 +5900,12 @@ msgid "" "associated location might be the destination port where the goods will be " "delivered." msgstr "" +"Bila kode Incoterm terpilih adalah `CIF` (Cost, Insurance, Freight), lokasi " +"terkait mungkin merupakan dermaga tujuan di mana barang akan dikirim." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 msgid "Default Incoterm configuration" -msgstr "" +msgstr "Konfigurasi Incoterm Default" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 msgid "" @@ -5481,10 +5915,15 @@ msgid "" " down to the :guilabel:`Customer Invoices` section, and select an Incoterm " "in the :guilabel:`Default Incoterm` field." msgstr "" +"Anda dapat menetapkan peraturan Incoterm default untuk secara **otomatis** " +"mengisi field Incoterm pada semua faktur dan tagihan yang baru dibuat. Di " +"bawah :menuselection:`Akuntansi/Faktur --> Konfigurasi --> Pengaturan`, " +"scroll ke bawah ke bagian :guilabel:`Faktur Pelanggan`, dan pilih Incoterm " +"di field :guilabel:`Incoterm Default`." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:3 msgid "Invoicing processes" -msgstr "" +msgstr "Proses pemfakturan" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:5 msgid "" @@ -5495,16 +5934,23 @@ msgid "" "validate draft invoices and send the invoices in batch (by regular mail or " "email)." msgstr "" +"Tergantung pada bisnis dan aplikasi yang Anda gunakan, terdapat beberapa " +"cara untuk mengotomatiskan pembuatan faktur di Odoo. Biasanya, draft faktur " +"dibuat oleh sistem (dengan informasi yang datang dari dokumen lainnya " +"seperti sale order atau kontrak) dan akuntan hanya perlu memvalidasi draft " +"faktur dan mengirimkan faktur secara batch (secara pos atau email)." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:12 msgid "" "Depending on your business, you may opt for one of the following way to " "create draft invoices:" msgstr "" +"Tergantung pada bisnis Anda, Anda dapat mengikuti salah satu cara berikut " +"untuk membuat draft faktur:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:19 msgid "Sales Order ‣ Invoice" -msgstr "" +msgstr "Sales Order ‣ Faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:21 msgid "" @@ -5512,28 +5958,36 @@ msgid "" "once they are validated. Then, draft invoices are created based on the sales" " order. You have different options like:" msgstr "" +"Di kebanyakan perusahaan, sales membuat quotation yang menjadi sale order " +"setelah mereka divalidasi. Lalu, draft faktur dibuat berdasarkan sale order." +" Anda memiliki opsi-opsi berbeda seperti:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:25 msgid "" "Invoice manually: use a button on the sale order to trigger the draft " "invoice" msgstr "" +"Faktur manual: gunakan tombol pada sale order untuk memicu draft faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:28 msgid "" "Invoice before delivery: invoice the full order before triggering the " "delivery order" msgstr "" +"Faktur sebelum pengiriman: faktur pesanan lengkap sebelum memicu pesanan " +"pengiriman" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:31 msgid "Invoice based on delivery order: see next section" -msgstr "" +msgstr "Faktur berdasarkan pesanan pengiriman: lihat bagian berikutnya" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:33 msgid "" "Invoice before delivery is usually used by the eCommerce application when " "the customer pays at the order and we deliver afterwards. (pre-paid)" msgstr "" +"Faktur sebelum pengiriman biasanya digunakan oleh aplikasi eCommerce saat " +"pelanggan membayar terlebih dahulu dan kita mengirim setelahnya. (prabayar)" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:37 msgid "" @@ -5542,18 +5996,22 @@ msgid "" "whole order, invoice a percentage (advance), invoice some lines, invoice a " "fixed advance." msgstr "" +"Untuk kebanyakan kasus lainnya, direkomendasikan untuk memfaktur secara " +"manual. Ini memungkinkan sales untuk memicu faktur sesuai kebutuhan dengan " +"opsi: faktur seluruh pesanan, faktur hanya persentase (dimuka) faktur " +"beberapa baris saja, faktur uang muka tetap." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:42 msgid "This process is good for both services and physical products." -msgstr "" +msgstr "Proses ini bagus untuk masing-masing layanan dan produk fisik." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:45 msgid ":doc:`/applications/sales/sales/invoicing/proforma`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/proforma`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:48 msgid "Sales Order ‣ Delivery Order ‣ Invoice" -msgstr "" +msgstr "Sales Order ‣ Pesanan Pengiriman ‣ Faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:50 msgid "" @@ -5562,6 +6020,10 @@ msgid "" "you deliver may differs from the ordered quantities: foods (invoice based on" " actual Kg)." msgstr "" +"Retailer dan eCommerce biasanya memfaktur berdasarkan pesanan pengiriman, " +"alih-alih sale order. Pendekatan ini cocok untuk bisni di mana kuantitas " +"yang Anda kirim mungkin berbeda dari kuantitas yang dipesan: makanan (faktur" +" berdasarkan Kg sebenarnya)." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:55 msgid "" @@ -5569,14 +6031,18 @@ msgid "" "really delivered. If you do back orders (deliver partially and the rest " "later), the customer will receive two invoices, one for each delivery order." msgstr "" +"Dengan begitu, bila Anda mengirimkan pesanan parsial, Anda hanya memfaktur " +"apa yang Anda kirim. Bila Anda melakukan back order (mengirim parsial dan " +"sisanya nanti), pelanggan akan menerima dua faktur, satu untuk setiap " +"pesanan pengiriman." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:61 msgid ":doc:`/applications/sales/sales/invoicing/invoicing_policy`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/invoicing_policy`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:64 msgid "eCommerce Order ‣ Invoice" -msgstr "" +msgstr "Pesanan eCommerce ‣ Faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:66 msgid "" @@ -5585,6 +6051,10 @@ msgid "" "creates an order and the invoice will be triggered once the payment is " "received." msgstr "" +"Pesanan eCommerce juga akan memicu pembuatan pesanan saat sepenuhnya " +"dibayar. Bila Anda mengizinkan pembayaran pesanan melalui cek atau transfer " +"rekening langsung, Odoo hanya membuat pesanan dan faktur akan dipicu setelah" +" pembayaran diterima." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:72 msgid "Contracts" @@ -5592,7 +6062,7 @@ msgstr "Kontrak" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:75 msgid "Regular Contracts ‣ Invoices" -msgstr "" +msgstr "Kontrak Reguler ‣ Faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:77 msgid "" @@ -5600,28 +6070,33 @@ msgid "" "spent, expenses or fixed lines of services/products. Every month, the " "salesperson will trigger invoice based on activities on the contract." msgstr "" +"Bila Anda menggunakan kontrak, Anda dapat memicu faktur berdasarkan waktu " +"dan materi yang dihabiskan, pengeluaran atau baris tetap dari " +"layanan/produk. Setiap bulan, salesperson akan memicu faktur berdasarkan " +"kegiatan pada kontrak." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:81 msgid "Activities can be:" -msgstr "" +msgstr "Kegiatan dapat merupakan:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:83 msgid "" "fixed products/services, coming from a sale order linked to this contract" -msgstr "" +msgstr "produk/layanan tetap, datang dari sale order terkait kontrak ini" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:84 msgid "materials purchased (that you will re-invoice)" -msgstr "" +msgstr "materi yang dibeli (yang akan Anda faktur ulang)" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:85 msgid "time and material based on timesheets or purchases (subcontracting)" -msgstr "" +msgstr "waktu dan materi berdasarkan timesheet atau pembelian (subkontrak)" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:86 msgid "" "expenses like travel and accommodation that you re-invoice to the customer" msgstr "" +"pengeluaran seperti travel dan akomodasi yang Anda faktur ulang ke pelanggan" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:88 msgid "" @@ -5630,22 +6105,26 @@ msgid "" "time and material. For services companies that invoice on fix price, they " "use a regular sales order." msgstr "" +"Anda dapat memfaktur diakhir kontrak atau picu faktur menengah. Pendekatan " +"ini digunakan oleh perusahaan layanan yang memfaktur biasanya berdasarkan " +"waktu dan materi. Untuk perusahaan layanan yang memfaktur dengan harga " +"tetap, mereka menggunakan sale order reguler." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:94 msgid ":doc:`/applications/sales/sales/invoicing/time_materials`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/time_materials`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:95 msgid ":doc:`/applications/sales/sales/invoicing/expense`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/expense`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:96 msgid ":doc:`/applications/sales/sales/invoicing/milestone`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/milestone`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:99 msgid "Recurring Contracts ‣ Invoices" -msgstr "" +msgstr "Kontrak Berulang ‣ Faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:101 msgid "" @@ -5653,10 +6132,12 @@ msgid "" "frequency of the invoicing and the services/products invoiced are defined on" " the contract." msgstr "" +"Untuk langganan, faktur dipicu secara berkala, otomatis. Frekuensi " +"pemfakturan dan layanan/produk yang difaktur didefinisikan pada kontrak." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:106 msgid ":doc:`/applications/sales/subscriptions`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:109 msgid "Others" @@ -5664,7 +6145,7 @@ msgstr "Lainnya" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:112 msgid "Creating an invoice manually" -msgstr "" +msgstr "Membuat faktur secara manual" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:114 msgid "" @@ -5672,87 +6153,97 @@ msgid "" "order. It's a recommended approach if you do not need to manage the sales " "process (quotations), or the delivery of the products or services." msgstr "" +"User juga dapat membuat faktur secara manual tanpa menggunakan kontrak atau " +"sale order. Pendekatan ini direkomendasikan bila Anda tidak perlu mengelola " +"proses sales (quotation), atau pengiriman produk atau layanan." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:119 msgid "" "Even if you generate the invoice from a sales order, you may need to create " "invoices manually in exceptional use cases:" msgstr "" +"Bahkan bila Anda membuat faktur dari sale order, Anda mungkin harus membuat " +"faktur secara manual pada kasus penggunaan istimewa:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:122 msgid "if you need to create a refund" -msgstr "" +msgstr "bila anda harus membuat refund" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:124 msgid "If you need to give a discount" -msgstr "" +msgstr "bila Anda harus memberikan diskon" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:126 msgid "if you need to change an invoice created from a sales order" -msgstr "" +msgstr "bila Anda harus mengubah faktur yang dibuat dari sale order" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:128 msgid "if you need to invoice something not related to your core business" msgstr "" +"Bila Anda harus memfaktur sesuatu yang tidak terkait ke inti bisnis Anda" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:131 msgid "Specific modules" -msgstr "" +msgstr "Modul-modul tertentu" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:133 msgid "Some specific modules are also able to generate draft invoices:" -msgstr "" +msgstr "Beberapa modul tertentu juga dapat membuat draft faktur:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:135 msgid "**membership**: invoice your members every year" -msgstr "" +msgstr "**membership**: faktur anggota Anda setiap tahun" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:137 msgid "**repairs**: invoice your after-sale services" -msgstr "" +msgstr "**perbaikan**: faktur layanan purna-jual Anda" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:140 msgid "Resequencing of the invoices" -msgstr "" +msgstr "Pengurutan ulang faktur" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:142 msgid "" "It remains possible to resequence the invoices but with some restrictions:" -msgstr "" +msgstr "Anda dapat mengurutkan ulang faktur tapi dengan beberapa batasan:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:144 msgid "The feature does not work when entries are previous to a lock date." -msgstr "" +msgstr "Fitur tidak bekerja saat entri sebelum tanggal kunci." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:145 msgid "" "The feature does not work if the sequence is inconsistent with the month of " "the entry." -msgstr "" +msgstr "Fitur tidak bekerja bila urutan tidak konsisten dengan bulan entri." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:146 msgid "It does not work if the sequence leads to a duplicate." -msgstr "" +msgstr "Tidak bekerja bila urutan berujung ke duplikat." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:147 msgid "The order of the invoice remains unchanged." -msgstr "" +msgstr "Urutan faktur tetap tidak berubah." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:148 msgid "" "It is useful for people who use a numbering from another software and who " "want to continue the current year without starting over from the beginning." msgstr "" +"Berguna untuk orang yang menggunakan penomoran dari software lain dan yang " +"ingin melanjutkan tahun saat ini tanpa memulai ulang dari awal." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:152 msgid "Invoice digitization with optical character recognition (OCR)" -msgstr "" +msgstr "Digitalisasi faktur dengan pengenalan karakter optis (OCR)" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:154 msgid "" "**Invoice digitization** is the process of automatically encoding " "traditional paper invoices into invoices forms in your accounting." msgstr "" +"**Digitalisasi faktur** adalah proses untuk secara otomatis mengen-code " +"faktur kertas tradisional menjadi formulir faktur di akuntansi Anda." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:157 msgid "" @@ -5760,45 +6251,57 @@ msgid "" "content of the documents. Vendor bills and customer invoices forms are " "automatically created and populated based on scanned invoices." msgstr "" +"Odoo menggunakan teknologi OCR dan kecerdasan buatan untuk mengenali konten " +"dokumen. Tagihan vendor dan formulir faktur pelanggan secara otomatis dibuat" +" dan diisi berdasarkan faktur yang dipindai." #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:162 msgid "" ":doc:`/applications/finance/accounting/vendor_bills/invoice_digitization`" msgstr "" +":doc:`/applications/finance/accounting/vendor_bills/invoice_digitization`" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:3 msgid "Payment terms and installment plans" -msgstr "" +msgstr "Termin pembayaran dan rencana cicilan" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:5 msgid "" "**Payment terms** specify all the conditions of a sale's payment to help " "ensure customers pay their invoices correctly and on time." msgstr "" +"**Termin pembayaran** menentukan semua kondisi pembayaran sale untuk " +"membantu memastikan pelanggan membayar faktur mereka dengan benar dan tepat " +"waktu." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:8 msgid "" "Payment terms are generally defined on documents such as sales orders, " "customer invoices, and vendor bills. Payment terms cover:" msgstr "" +"Termin pembayaran secara umum didefinisikan pada dokumen seperti sale order," +" faktur pelanggan, dan tagihan vendor. Termin pembayaran mencakup:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:11 msgid "The due date(s)" -msgstr "" +msgstr "Tanggal jatuh tempo" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:12 msgid "Early payment discounts" -msgstr "" +msgstr "Diskon pembayaran awal" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:13 msgid "Any other conditions on the payment" -msgstr "" +msgstr "Kondisi-kondisi lain apa pun pada pembayaran" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:15 msgid "" "An **installment plan** allows the customers to pay an invoice in parts, " "with the amounts and payment dates defined beforehand by the seller." msgstr "" +"**Rencana cicilan** memungkinkan pelanggan untuk membayar faktur dari waktu " +"ke waktu, dengan jumlah dan tanggal pembayaran yang sebelumnya didefinisikan" +" oleh penjual." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:19 msgid "Immediate Payment" @@ -5806,24 +6309,27 @@ msgstr "Kontan" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:20 msgid "The full payment is due on the day of the invoice's issuance." -msgstr "" +msgstr "Pembayaran penuh dengan tenggat waktu pada hari faktur diterbitkan." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:21 msgid "15 Days (or Net 15)" -msgstr "" +msgstr "15 Hari (atau Net 15)" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:22 msgid "The full payment is due 15 days after the invoice date." msgstr "" +"Pembayaran penuh dengan tanggal jatuh tempo 15 hari setelah tanggal faktur." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:23 msgid "21 MFI" -msgstr "" +msgstr "21 MFI" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:24 msgid "" "The full payment is due by the 21st of the month following the invoice date." msgstr "" +"Pembayaran lengkap yang jatuh tempo pada tanggal 21 setiap bulan mengikuti " +"tanggal faktur." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:26 msgid "30% Advance End of Following Month" @@ -5834,10 +6340,12 @@ msgid "" "30% is due on the day of the invoice's issuance. The remaining balance is " "due at the end of the following month." msgstr "" +"30% jatuh tempo pada hari penerbitan faktur. Saldo tersisa jatuh tempo pada " +"akhir bulan berikutnya." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:29 msgid "2% 10, Net 30 EOM" -msgstr "" +msgstr "2% 10, Net 30 EOM" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:29 msgid "" @@ -5845,6 +6353,9 @@ msgid "" " ten days. Otherwise, the full payment is due at the end of the month " "following the invoice date." msgstr "" +":doc:`Diskon kas ` 2% bila pembayaran diterima dalam 10 " +"hari. Bila tidak, pembayaran lengkap jatuh tempo di akhir bulan mengikuti " +"tanggal faktur." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:33 msgid "" @@ -5853,6 +6364,11 @@ msgid "" "order, you issue multiple invoices to your customer, that is neither a " "payment term nor an installment plan but an invoicing policy." msgstr "" +"Termin pembayaran berbeda dari :doc:`faktur down payment " +"`. Bila, untuk suatu " +"pesanan tertentu, Anda menerbitkan lebih dari satu faktur ke pelanggan Anda," +" faktur tersebut bukan merupakan termin pembayaran atau rencana cicilan tapi" +" kebijakan pemfakturan." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:37 msgid "" @@ -5861,32 +6377,42 @@ msgid "" "regarding content use, return policies, and other policies surrounding the " "sale of goods and services." msgstr "" +"Halamn ini mengenai fitur *termin pembayaran*, bukan :doc:`syarat & " +"ketentuan `, yang dapat digunakan untuk mendklarasikan " +"obligasi kontrakt mengenai penggunaan konten, kebijakan pengembalian, dan " +"kebijakan lainnya seputar penjualan barang dan layanan." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:42 msgid "" "`Odoo Tutorials: payment terms `_" msgstr "" +"`Odoo Tutorials: termin pembayaran " +"`_" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:43 msgid ":doc:`cash_discounts`" -msgstr "" +msgstr ":doc:`cash_discounts`" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:48 msgid "To create new payment terms, follow these steps:" -msgstr "" +msgstr "Untuk membuat termin pembayaran baru, ikuti langkah-langkah berikut:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:50 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on :guilabel:`New`." msgstr "" +"Kunjungi :menuselection:`Akuntansi --> Konfigurasi --> Termin Pembayaran` " +"dan klik pada :guilabel:`Baru`." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:52 msgid "" "Enter a name in the :guilabel:`Payment Terms` field. This field is the name " "displayed both internally and on sales orders." msgstr "" +"Masukkan nama di field :guilabel:`Termin Pembayaran`. Field ini adalah nama " +"yang ditampilkan secara internal dan pada sale order." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:54 msgid "" @@ -5895,6 +6421,9 @@ msgid "" "reductions>` fields to add a :doc:`cash discount `, if " "desired." msgstr "" +"Centang kotak :guilabel:`Diskon Early Bird` dan isi field persentase diskon," +" hari diskon, dan :ref:`pengurangan pajak ` " +"untuk menambahkan :doc:`diskon kas `, bila Anda ingin." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:57 msgid "" @@ -5903,6 +6432,11 @@ msgid "" " calculates the payments' due date(s). This is particularly helpful for " "managing **installment plans** (:dfn:`payment terms with multiple terms`)." msgstr "" +"Di bagian :guilabel:`Due Terms`, tambahkan kelompok peraturan (terms) untuk " +"mendefinisikan berapa yang harus dibayar dan sebelum tanggal berapa. " +"Mendefinisikan term secara otomatis menghitung jatuh tempo pembayaran. Ini " +"berguna terutama untuk mengelola **rencana cicilan** (:dfn:`term pembayaran " +"dengan lebih dari satu term`)." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:62 msgid "" @@ -5910,24 +6444,34 @@ msgid "" "and type in the :guilabel:`Due` fields, then fill out the :guilabel:`After` " "fields to determine the due date." msgstr "" +"Untuk menambahkan term, klik pada :guilabel:`Tambahkan baris`, definisikan " +"nilai diskon dan ketik di field :guilabel:`Due`, lalu isi field " +":guilabel:`Setelah` untuk menentukan tanggal jatuh tempo." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:64 msgid "" "Enter the text to be displayed on the document (sales order, invoice, etc.) " "in the gray textbox in the :guilabel:`Preview` column." msgstr "" +"Masukkan teks untuk ditampilkan pada dokumen (sale order, faktur, dsb.) di " +"kotak teks abu-abu di kolom :guilabel:`Pratinjau`." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:66 msgid "" "Tick the :guilabel:`Show installment dates` checkbox to display a breakdown " "of each payment and its due date on the invoice report, if desired." msgstr "" +"Centang kotak :guilabel:`Tunjukkan tanggal cicilan` untuk menampilkan " +"perincian setiap pembayaran dan tanggal jatuh tempo pada laporan faktur, " +"bila diinginkan." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:70 msgid "" "To instead specify a number of days *before the end of the month*, use a " "negative value in the :guilabel:`After` field." msgstr "" +"Untuk alih-alih menentukan jumlah hari *sebelum tanggal akhir bulan*, " +"gunakan nilai negatif di field :guilabel:`Setelah`." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:73 msgid "" @@ -5935,31 +6479,41 @@ msgid "" "date on the :guilabel:`Example` line to generate the payments that would be " "due and their due dates using these payment terms." msgstr "" +"Untuk memeriksa apakah termin pembayaran Anda dikonfigurasi dengan tepat, " +"masukkan tanggal faktur pada baris :guilabel:`Contoh` untuk membuat " +"pembayaran yang belum lunas dan tanggal jatuh tempo mereka menggunakan " +"termin pembayaran berikut." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:78 msgid "Terms are computed in the order of their due dates." -msgstr "" +msgstr "Term dihitung sesuai urutan tanggal jatuh tempo mereka." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:81 msgid "" "In the following example, 30% is due on the day of issuance, and the " "remaining 70% is due at the end of the following month." msgstr "" +"Di contoh berikut, 30% harus lunas pada hari penerbitan faktur, dan sisa 70%" +" jatuh tempo di akhir bulan berikutnya." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:0 msgid "" "Example of Payment Terms. The first line is the 30% due immediately. The second line is\n" "the remaining 70% due at the end of the following month." msgstr "" +"Contoh Termin Pembayaran. Baris pertama harus lunas langsung 30%. Baris kedua adalah\n" +"70% yang tersisa untuk dilunasi di akhir bulan berikutnya." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:89 msgid "Using payment terms" -msgstr "" +msgstr "Menggunakan termin pembayaran" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:91 msgid "" "Payment terms can be defined using the :guilabel:`Payment Terms` field on:" msgstr "" +"Termin pembayaran dapat didefinisikan menggunakan field :guilabel:`Termin " +"Pembayaran` pada:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:93 msgid "" @@ -5967,26 +6521,39 @@ msgid "" "sales orders, invoices, and bills. This can be modified in the contact form," " under the :guilabel:`Sales & Purchase` tab." msgstr "" +"**Kontak:** Untuk secara otomatis menetapkan termin pembayaran standar pada " +"sale order, faktur, dan tagihan yang baru untuk kontak. Ini dapat " +"dimodifikasi di formulir kontak, di bawah tab :guilabel:`Penjualan & " +"Pembelian`." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:96 msgid "" "**Quotations/Sales Orders:** To set specific payment terms automatically on " "all invoices generated from a quotation or sales order." msgstr "" +"**Quotation/Sales Order:** Untuk menetapkan termin pembayaran tertentu " +"secara otomatis pada semua faktur yang dibuat dari quotation atau sale " +"order." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:99 msgid "" "Payment terms can be defined using the :guilabel:`Due Date` field, with the " ":guilabel:`Terms` drop-down list on:" msgstr "" +"Termin pembayaran dapat didefinisikan menggunakan field :guilabel:`Tanggal " +"Jatuh Tempo`, dengan daftar drop-down :guilabel:`Term` pada:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:102 msgid "**Customer invoices:** To set specific payment terms on an invoice." msgstr "" +"**Faktur pelanggan:** Untuk menetapkan termin pembayaran tertentu pada " +"faktur." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:103 msgid "**Vendor bills:** To set specific payment terms on a bill." msgstr "" +"**Tagihan vendor:** Untuk menetapkan termin pembayaran tertentu pada " +"tagihan." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:106 msgid "" @@ -5995,12 +6562,20 @@ msgid "" "setting the **due date** is enough. If payment terms are already defined, " "empty the field to select a date." msgstr "" +"Menetapkan termin pembayaran pada tagihan vendor biasanya berguna untuk " +"mengelola termin vendor dengan lebih dari satu cicilan atau diskon kas. Bila" +" tidak, secara manual mengatur **tanggal jatuh tempo** sudah cukup. Bila " +"termin pembayaran sudah didefinisikan, kosongkan field untuk memilih " +"tanggal." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:113 msgid "" "Invoices with specific payment terms generate different *journal entries*, " "with one *journal item* for every computed *due date*." msgstr "" +"Faktur dengan termin pembayaran tertentu membuat *entri jurnal* yang " +"berbeda, dengan satu *item jurnal* untuk setiap *tanggal jatuh tempo* yang " +"dihitung." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:116 msgid "" @@ -6011,12 +6586,20 @@ msgid "" "due date. It also helps to get an accurate :ref:`aged receivable report " "`." msgstr "" +"Ini membuat :doc:`follow-up " +"` dan " +":doc:`rekonsiliasi ` " +"yang lebih mudah karena Odoo memperhitungkan setiap tanggal jatuh tempo, " +"alih-alih hanya saldo-nya. Ini juga membantu untuk mendapatkan :ref:`aged " +"receivable report ` yang akurat." #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst-1 msgid "" "The amount debited to the account receivable is split into two journal items with\n" "distinct due dates" msgstr "" +"Jumlah yang didebet ke akun piutang dipisah menjadi dua item jurnal dengan\n" +"tanggal jatuh tempo yang berbeda" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:126 msgid "" @@ -6024,6 +6607,9 @@ msgid "" "payment terms: *30% is due on the day of issuance, and the remaining 70% is " "due at the end of the following month.*" msgstr "" +"Di contoh ini, faktur sebesar $1000 telah diterbitkan dengan termin " +"pembayaran berikut: *30% harus lunas pada hari penerbitan, dan sisa 70% " +"jatuh tempo di akhir bulan berikutnya.*" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:130 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:224 @@ -6070,23 +6656,23 @@ msgstr "Akun Piutang" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:132 msgid "February 21" -msgstr "" +msgstr "21 Febuari" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:132 msgid "300" -msgstr "" +msgstr "300" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:134 msgid "March 31" -msgstr "" +msgstr "31 Maret" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:134 msgid "700" -msgstr "" +msgstr "700" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:136 msgid "Product Sales" -msgstr "Sales Produk" +msgstr "Penjualan Produk" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:136 #: ../../content/applications/finance/fiscal_localizations/peru.rst:151 @@ -6098,10 +6684,12 @@ msgid "" "The $1000 debited to the account receivable is split into two distinct " "journal items. Both of them have their own due date." msgstr "" +"$1000 yang didebet ke akun piutang dipisah menjadi dua item jurnal yang " +"berbeda. Masing-masing memiliki tanggal jatuh tempo mereka sendiri." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:5 msgid "Snailmail" -msgstr "Snailmail" +msgstr "Surat pos" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:7 msgid "" @@ -6110,26 +6698,34 @@ msgid "" "you have the ability to send invoices and follow-up reports through postal " "mail worldwide, all from within your database." msgstr "" +"Mengirim email langsung dapat merupakan strategi efektif untuk menarik " +"perhatian orang, terutama bila inbox email mereka sudah penuh. Dengan Odoo, " +"Anda memiliki kemampuan untuk mengirim faktur dan laporan follow-up melalui " +"surat pos ke seluruh dunia, semuanya dari dalam database Anda." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:14 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer" " invoices` section to activate :guilabel:`Snailmail`." msgstr "" +"Kunjungi bagian :menuselection:`Akuntansi --> Konfigurasi --> Pengaturan -->" +" Faktur pelanggan` untuk mengaktifkan :guilabel:`Surat pos`." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:17 msgid "" "To make it a by-default feature, select :guilabel:`Send by Post` in the " ":guilabel:`Default Sending Options` section." msgstr "" +"Untuk membuatnya fitur standar, pilih :guilabel:`Kirim melalui Pos` di " +"bagian :guilabel:`Opsi Pengiriman Standar`." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst-1 msgid "Under settings enable the snailmail feature in Odoo Accounting" -msgstr "" +msgstr "Di bawah pengaturan aktifkan fitur surat pos di Akuntansi Odoo" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:25 msgid "Send invoices by post" -msgstr "" +msgstr "Kirim faktur melalui pos" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:27 msgid "" @@ -6137,12 +6733,17 @@ msgid "" ":guilabel:`Send by Post`. Make sure your customer’s address is set " "correctly, including the country, before sending the letter." msgstr "" +"Buka faktur Anda, klik pada :guilabel:`Kirim & Cetak` dan pilih " +":guilabel:`Kirim melalui Pos`. Pastikan alamat pelanggan Anda dengan benar " +"ditetapkan, termasuk negara, sebelum mengirimkan suratnya." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:31 msgid "" "Your document must respect the following rules to pass the validation before" " being sent:" msgstr "" +"Dokumen Anda harus mengikuti peraturan-peraturan berikut agar lolos validasi" +" sebelum dikirim:" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:33 msgid "" @@ -6153,17 +6754,25 @@ msgid "" ":menuselection:`General Settings --> Technical --> Reporting section: Paper " "Format`." msgstr "" +"Margin harus **5 mm** di semua sisi. Karena Odoo memaksakan margin luar " +"dengan memutihkan mereka sebelum mengirim surat pos, ini dapat berujung ke " +"informasi user yang hilang bila berada di margin. Untuk memeriksa margin, " +"aktifkan :ref:`mode developer `, kunjungi " +":menuselection:`Pengaturan Umum --> Teknis --> Bagian laporan: Format " +"Kertas`." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:38 msgid "" "A square of **15mm by 15mm** on the bottom left corner has to stay clear." -msgstr "" +msgstr "Kotak berukuran **15mm x 15mm** di pojok bawah kiri harus kosong." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:39 msgid "" "The postage area has to stay clear (:download:`download the snailmail PDF " "template ` for more details)." msgstr "" +"Bagian prangko harus kosong (:download:`unduh PDF templat surat pos " +"` untuk informasi lebih lanjut)." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:41 msgid "" @@ -6171,6 +6780,9 @@ msgid "" "address, so if something gets written outside the area, it is not counted as" " part of the address." msgstr "" +"Pingen (provider layanan Surat Pos Odoo) memindai bagian tertentu untuk " +"memproses alamat, jadi bila ada sesuatu yang tertulis di luar bagian " +"tersebut, informasi tersebut tidak akan dimasukkan sebagai alamat." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:45 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:85 @@ -6183,6 +6795,9 @@ msgid "" " requires prepaid stamps (=credits) to work. Sending one document consumes " "one stamp." msgstr "" +"Surat Pos adalah :doc:`/applications/essentials/in_app_purchase` layanan " +"yang memerlukan prangko prabayar (=credits) untuk dapat bekerja. Mengirim " +"satu dokumen mengonsumsi satu prangko." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:50 msgid "" @@ -6191,10 +6806,14 @@ msgid "" "credits`, or go to :menuselection:`Settings --> In-App Purchases: Odoo IAP`," " and click on :guilabel:`View my Services`." msgstr "" +"Untuk membeli prangko, kunjungi :menuselection:`Akuntansi --> Konfigurasi " +"--> Pengaturan --> Faktur pelanggan: Surat Pos`, klik pada :guilabel:`Beli " +"kredit`, atau kunjungi :menuselection:`Pengaturan --> In-App Purchases: Odoo" +" IAP`, dan klik pada :guilabel:`Lihat Layanan saya`." #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:55 msgid "`Odoo's IAP Privacy Policy `_" -msgstr "" +msgstr "`Odoo's IAP Privacy Policy `_" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:3 msgid "Default terms and conditions (T&C)" @@ -6649,7 +7268,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -7198,8 +7817,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -7546,6 +8165,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Bagan akun-akun" @@ -7572,11 +8192,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -7586,98 +8206,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Tipe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Laporan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Kategori" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Tipe Akun" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Lembar Saldo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Aktiva" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Piutang" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank dan Kas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -7685,147 +8305,147 @@ msgstr "Bank dan Kas" msgid "Current Assets" msgstr "Aktiva Lancar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Aktiva Tidak Lancar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Prabayar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Aktiva Tetap" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Liabilities" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Utang" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Kartu Kredit" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Pasiva Terkini" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Hutang Tidak Lancar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Ekuitas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Penghasilan Tahun Terkini" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Profit & Loss" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Penghasilan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Penghasilan Lainnya" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Pengeluaran" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Penyusutan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Harga Pokok Penjualan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Lainnya" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Off-Balance Sheet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Label" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Grup Akun" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7835,17 +8455,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7859,7 +8479,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7870,17 +8490,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7888,7 +8508,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7899,11 +8519,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Usang" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7911,29 +8531,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8252,7 +8872,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Rekonsiliasi Bank" @@ -8730,11 +9350,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -8746,7 +9366,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -8757,33 +9377,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8791,11 +9411,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8804,11 +9424,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8820,17 +9440,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8842,19 +9462,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8869,18 +9489,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8895,11 +9515,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8915,11 +9535,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -10034,6 +10654,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Amerika Serikat" @@ -10472,52 +11093,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Laba dan Rugi" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Ringkasan Eksekutif" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -10525,56 +11146,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -10582,11 +11203,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Buku Besar" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -10595,44 +11216,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Utang Seusia" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Piutang Seusia" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Pernyataan Aliran Kas" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Laporan Pajak" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -13624,6 +14245,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -18335,6 +18956,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -20306,6 +20928,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -20457,6 +21080,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -21177,6 +21801,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Penggajian" @@ -22886,6 +23511,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22903,6 +23529,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -24109,6 +24736,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -29720,7 +30348,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Template" @@ -32659,7 +33287,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -32670,7 +33312,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -32682,7 +33324,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -32690,7 +33332,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -32700,7 +33342,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -32716,7 +33358,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -32727,17 +33369,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -32750,20 +33392,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -32771,7 +33413,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -32786,26 +33428,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32816,7 +33458,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32827,7 +33469,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32836,15 +33478,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32856,23 +33498,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -34244,196 +34886,649 @@ msgstr "Kenya" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Penagihan" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -34636,6 +35731,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Persyaratan" @@ -37621,6 +38717,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -40403,6 +41500,1424 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Kontrak Karyawan" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Buat pembayaran batch" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" +"Semua pembayaran dalam batch harus menggunakan metode pembayaran yang sama." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnam" @@ -41788,17 +44303,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41810,48 +44325,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41866,46 +44381,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41915,32 +44430,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41948,25 +44463,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41976,41 +44491,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -42018,7 +44533,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/id/LC_MESSAGES/hr.po b/locale/id/LC_MESSAGES/hr.po index 3f2cbda12..100fd7b11 100644 --- a/locale/id/LC_MESSAGES/hr.po +++ b/locale/id/LC_MESSAGES/hr.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Abe Manyo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -654,7 +654,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -715,7 +715,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -868,142 +868,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Laporan" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Tujuan" @@ -1171,6 +1042,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Laporan" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Absensi" @@ -1615,7 +1739,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Gambaran Umum" @@ -5468,9 +5592,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6860,134 +6984,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Produk" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Kategori produk" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Alert" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6995,21 +7002,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7018,7 +7025,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7026,32 +7033,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7066,15 +7073,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7816,6 +7827,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Produk" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Kategori produk" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8321,7 +8457,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8504,7 +8639,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9546,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9855,9 +9990,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9871,19 +10006,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9892,37 +10019,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9930,20 +10058,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9952,34 +10081,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9987,19 +10116,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10007,70 +10136,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10079,7 +10246,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10088,48 +10255,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10140,46 +10327,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10189,11 +10376,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10203,322 +10390,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Tawaran-Tawaran" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11984,47 +12190,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12032,27 +12238,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12062,11 +12268,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Berkonflik" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12074,7 +12280,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12082,7 +12288,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12094,13 +12300,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12109,7 +12315,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12120,42 +12326,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12163,11 +12369,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12175,7 +12381,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12186,19 +12392,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12206,18 +12412,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12227,34 +12433,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12264,14 +12470,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12279,18 +12485,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12298,7 +12504,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12306,32 +12512,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12341,17 +12547,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12359,7 +12565,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12369,17 +12575,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12387,7 +12593,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12395,7 +12601,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12403,7 +12609,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12414,14 +12620,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12434,18 +12640,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12453,7 +12659,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12467,30 +12673,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12499,7 +12705,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12510,7 +12716,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13181,7 +13387,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Baru" @@ -13310,7 +13515,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13349,508 +13554,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Tolak" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Template Email" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "Alasan Penolakan" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Tambah Dengan Cepat" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13858,7 +13566,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13866,11 +13574,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13886,7 +13594,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13895,20 +13603,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13917,7 +13625,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13927,14 +13635,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13942,7 +13650,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13952,7 +13660,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13960,7 +13668,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13969,7 +13677,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13982,7 +13690,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13991,17 +13699,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14009,20 +13717,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14030,28 +13738,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14062,18 +13770,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14081,7 +13789,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14089,13 +13797,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14106,14 +13814,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14127,7 +13835,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14138,17 +13846,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14157,7 +13865,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14170,13 +13878,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14190,11 +13898,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14202,7 +13910,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14222,14 +13930,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14237,7 +13945,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14245,7 +13953,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14258,7 +13966,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14266,11 +13974,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14279,7 +13987,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14288,11 +13996,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14301,7 +14009,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14310,7 +14018,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14319,17 +14027,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14339,7 +14047,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14347,19 +14055,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14368,28 +14076,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14399,7 +14107,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14407,11 +14115,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14422,42 +14130,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14468,13 +14176,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14485,11 +14193,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Buat karyawan" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14498,13 +14206,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Tambah Dengan Cepat" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14770,6 +14805,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Template Email" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "Alasan Penolakan" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Referral" @@ -14788,8 +15110,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15044,7 +15366,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15190,139 +15512,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Hadiah" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Level-Level" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15333,11 +15540,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15348,14 +15555,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15366,7 +15573,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15375,7 +15582,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15388,18 +15595,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15408,7 +15615,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15416,7 +15623,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15428,112 +15635,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15541,7 +15650,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15551,7 +15660,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15560,7 +15669,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15571,16 +15680,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Hadiah" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16363,10 +16761,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16937,232 +17331,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Manajemen" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17170,7 +17338,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17178,7 +17346,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17186,44 +17354,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17231,7 +17399,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17243,186 +17411,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Dashboard" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17430,7 +17419,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17438,31 +17427,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17473,7 +17462,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17485,7 +17474,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17493,18 +17482,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Berdasarkan jenis" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17516,13 +17505,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17530,7 +17519,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17538,7 +17527,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17546,10 +17535,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Manajemen" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Dashboard" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/id/LC_MESSAGES/inventory_and_mrp.po b/locale/id/LC_MESSAGES/inventory_and_mrp.po index 9d4c80a4b..71357e82f 100644 --- a/locale/id/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/id/LC_MESSAGES/inventory_and_mrp.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -1487,9 +1487,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1500,6 +1499,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1515,7 +1515,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1525,11 +1525,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Konfigurasi" @@ -3441,15 +3444,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3459,23 +3462,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3483,7 +3486,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3495,7 +3498,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3506,7 +3509,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3520,7 +3523,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3528,7 +3531,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3540,46 +3543,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3590,7 +3593,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3598,36 +3601,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Pemicu" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3635,17 +3754,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3658,39 +3777,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Otomatis" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3699,11 +3818,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3715,7 +3834,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3723,7 +3842,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3731,19 +3850,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manual" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3753,7 +3872,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3761,7 +3880,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3769,7 +3888,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3782,18 +3901,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3801,27 +3920,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3834,34 +3953,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3874,11 +3993,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Rute" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3886,7 +4005,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3894,20 +4013,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3918,7 +4037,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7501,7 +7620,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7772,20 +7891,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Dropship" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7796,11 +7913,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7808,7 +7925,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7823,7 +7940,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7835,7 +7952,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7845,26 +7962,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7873,12 +7989,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7887,20 +8003,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7916,30 +8032,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7950,12 +8066,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7963,13 +8079,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7977,13 +8093,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -7992,7 +8108,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8000,31 +8116,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8034,19 +8150,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8057,7 +8173,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8068,7 +8184,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8079,7 +8195,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8090,18 +8206,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8112,8 +8228,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8217,229 +8333,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8660,19 +8553,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Konten Paket" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8695,25 +8588,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8721,7 +8614,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8731,11 +8624,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Slip pengembalian" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8743,7 +8636,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8751,7 +8644,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8761,31 +8654,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8795,7 +8688,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8805,7 +8698,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8815,42 +8708,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Label Nomor Seri/Lot" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8858,7 +8751,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8869,31 +8762,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11462,6 +11624,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11754,7 +12136,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11865,6 +12248,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12824,7 +13444,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12835,18 +13455,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13056,7 +13668,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13287,8 +13899,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13399,12 +14010,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18152,7 +18758,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "Nilai Stok Persediaan" @@ -18296,10 +18901,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18307,49 +18915,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18357,7 +18966,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18367,23 +18976,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18393,7 +19002,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18401,14 +19010,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18417,13 +19026,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18431,32 +19040,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18467,7 +19076,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18480,118 +19090,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18599,7 +19247,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18607,7 +19255,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18618,7 +19266,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18630,79 +19278,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Otomatis" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18712,7 +19411,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18724,50 +19423,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18776,7 +19475,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18785,7 +19484,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18794,7 +19493,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18805,13 +19504,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18819,7 +19518,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18831,45 +19530,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18887,10 +19601,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21272,7 +21982,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21320,45 +22030,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27551,6 +28272,327 @@ msgstr "" msgid "Workflows" msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Produk Sampingan" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31511,7 +32553,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31576,7 +32618,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "pencocokan 3 arah" @@ -31789,191 +32831,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Jumlah dipesan" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31981,213 +33031,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Kuantitas yang diterima" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33754,6 +34797,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/id/LC_MESSAGES/marketing.po b/locale/id/LC_MESSAGES/marketing.po index 2614612b6..a784f07c8 100644 --- a/locale/id/LC_MESSAGES/marketing.po +++ b/locale/id/LC_MESSAGES/marketing.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -514,6 +514,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Pengaturan" @@ -789,7 +790,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3035,14 +3035,314 @@ msgstr "" msgid "Events" msgstr "Acara" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3113,33 +3413,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3147,21 +3470,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3169,34 +3492,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3204,13 +3527,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3219,55 +3542,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3275,7 +3598,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3284,56 +3607,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3343,14 +3670,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3359,7 +3686,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3368,7 +3695,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3377,13 +3704,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3391,7 +3718,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3399,57 +3726,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3461,7 +3788,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3470,7 +3797,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3478,13 +3805,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3492,58 +3819,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "Surat" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3552,25 +3879,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3580,7 +3907,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3588,20 +3915,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3614,7 +3941,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3622,7 +3949,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3631,7 +3958,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3644,7 +3971,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3652,7 +3979,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3661,48 +3988,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3711,37 +4038,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3749,24 +4076,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3776,26 +4103,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3803,7 +4129,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3811,14 +4137,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3826,11 +4152,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3838,543 +4164,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4785,123 +4599,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Konfigurasi" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5270,6 +5212,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5287,7 +5230,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5310,7 +5254,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5351,31 +5297,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5383,75 +5330,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Record-Record" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Partisipan" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Workflow" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Aktivitas" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5459,98 +5406,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Laporan" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Opt-in Dobel" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9456,7 +9685,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10136,7 +10365,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10237,14 +10466,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10279,11 +10508,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10296,7 +10525,7 @@ msgid "Add a section" msgstr "Add a section" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10306,7 +10535,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10320,7 +10549,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10329,7 +10558,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10340,7 +10569,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "" @@ -10620,32 +10849,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10656,11 +10889,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10674,7 +10907,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10683,7 +10916,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10692,7 +10925,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10701,7 +10934,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10709,14 +10942,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10725,26 +10958,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10753,10 +10986,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10833,7 +11066,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11129,6 +11362,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11223,547 +12000,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/id/LC_MESSAGES/sales.po b/locale/id/LC_MESSAGES/sales.po index f058096d1..fc967a451 100644 --- a/locale/id/LC_MESSAGES/sales.po +++ b/locale/id/LC_MESSAGES/sales.po @@ -4,7 +4,6 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Wongcie Cahyono, 2023 # Muftiara Syuhada , 2024 # Abe Manyo, 2024 # Wil Odoo, 2024 @@ -14,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -68,7 +67,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -84,7 +84,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1571,7 +1571,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2612,6 +2612,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2795,6 +2796,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analisis Saluran" @@ -5009,6 +5177,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5019,20 +5225,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5040,7 +5246,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5051,49 +5257,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5102,35 +5308,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5142,11 +5348,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5154,17 +5360,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5172,7 +5378,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5183,7 +5389,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5191,11 +5397,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5203,7 +5409,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5212,34 +5418,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5252,7 +5458,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5260,7 +5466,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5270,7 +5476,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5665,6 +5871,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Reseller" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6468,64 +6912,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7378,6 +7818,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7401,6 +7842,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7933,41 +8375,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -"Pertama, pergilah ke pengaturan umum dari app POS, dan aktifkan pengaturan " -"Vantiv" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8147,7 +8591,7 @@ msgstr "Pembulatan kas" msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." -msgstr "" +msgstr "**Pembulatan kas** diperlukan saat denominasi " #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" @@ -8155,6 +8599,9 @@ msgid "" "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" +"Sebagai contoh, beberapa negara mengharuskan perusahaan untuk membulatkan ke" +" atas atau bawah jumlah total faktur ke lima sen terdekat, saat pembayaran " +"dibuat secara tunai." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" @@ -8256,6 +8703,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Diskon" @@ -8931,7 +9379,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9111,19 +9559,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9135,32 +9583,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Faktur" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9172,43 +9620,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9218,23 +9666,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9248,7 +9696,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13313,7 +13761,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13902,23 +14350,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13931,7 +14433,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13944,14 +14446,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13963,14 +14465,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13978,7 +14480,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13986,7 +14488,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13997,7 +14499,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -14010,7 +14512,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -14018,12 +14520,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16538,7 +17040,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16739,7 +17241,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:157 msgid ":doc:`/applications/sales/subscriptions`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "Configuration tab" @@ -17014,13 +17516,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17029,7 +17583,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17038,13 +17592,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17056,35 +17610,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17092,7 +17646,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17101,7 +17655,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17109,14 +17663,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17130,7 +17684,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17138,29 +17692,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17172,47 +17726,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Kondisi" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17220,31 +17774,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17676,7 +18230,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18114,11 +18668,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18129,24 +18683,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18155,7 +18808,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18163,20 +18816,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18184,110 +18837,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18295,7 +18861,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18308,7 +18874,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18320,26 +18886,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18347,7 +18913,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18356,7 +18922,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18366,14 +18932,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18381,7 +18947,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18389,28 +18955,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18423,19 +18989,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18447,14 +19013,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18462,11 +19028,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18480,7 +19046,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18493,57 +19059,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19137,7 +19703,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19268,7 +19834,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19285,7 +19851,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19316,7 +19882,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19337,7 +19903,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20293,7 +20859,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20301,19 +20867,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20322,13 +20896,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20336,24 +20910,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20361,7 +20935,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20372,7 +20946,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20380,63 +20954,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20446,7 +21020,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20457,7 +21031,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20465,13 +21039,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/id/LC_MESSAGES/websites.po b/locale/id/LC_MESSAGES/websites.po index 049097280..bf2d770ba 100644 --- a/locale/id/LC_MESSAGES/websites.po +++ b/locale/id/LC_MESSAGES/websites.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Abe Manyo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -758,7 +758,7 @@ msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Konfigurasi" @@ -872,13 +872,11 @@ msgid "" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -900,33 +898,33 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -936,11 +934,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1339,6 +1337,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -3533,7 +3541,7 @@ msgstr "" #: ../../content/applications/websites/forum.rst:148 msgid "300" -msgstr "" +msgstr "300" #: ../../content/applications/websites/forum.rst:149 msgid ":guilabel:`Close own posts`" @@ -6466,132 +6474,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/it/LC_MESSAGES/administration.po b/locale/it/LC_MESSAGES/administration.po index cbe9dd32f..3d7102b94 100644 --- a/locale/it/LC_MESSAGES/administration.po +++ b/locale/it/LC_MESSAGES/administration.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Marianna Ciofani, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" @@ -588,7 +588,7 @@ msgid "Deactivated features" msgstr "" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" #: ../../content/administration/neutralized_database.rst:26 @@ -617,7 +617,11 @@ msgstr "" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -4877,7 +4881,6 @@ msgstr "Amministratore" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -7929,14 +7932,7 @@ msgstr "" msgid "Odoo saas~16.4" msgstr "" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -7954,6 +7950,14 @@ msgstr "" msgid "|red|" msgstr "" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "" diff --git a/locale/it/LC_MESSAGES/essentials.po b/locale/it/LC_MESSAGES/essentials.po index f8b176436..ffacf9b83 100644 --- a/locale/it/LC_MESSAGES/essentials.po +++ b/locale/it/LC_MESSAGES/essentials.po @@ -5,17 +5,17 @@ # # Translators: # Sergio Zanchetta , 2024 -# Marianna Ciofani, 2024 # Wil Odoo, 2024 +# Marianna Ciofani, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Marianna Ciofani, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -31,72 +31,77 @@ msgstr "Concetti fondamentali " msgid "Activities" msgstr "Attività" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" - -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" +"Le *attività* rappresentano operazioni di follow-up legate ad un record in " +"un database Odoo." #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Pianifica attività" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " "`, :ref:`list view `, or " ":ref:`activities view ` of an application." msgstr "" +"Le attività possono essere programmate su qualsiasi pagina del database che " +"contiene storico del :ref:`chatter `, :ref:`vista Kanban" +" `, :ref:`vista elenco ` oppure " +":ref:`vista attività ` di un'applicazione." -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/essentials/activities.rst:32 -msgid "Activities can be created from the chatter on any record." -msgstr "" - #: ../../content/applications/essentials/activities.rst:34 +msgid "Activities can be created from the chatter on any record." +msgstr "Le attività possono essere create dal chatter di qualsiasi record." + +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -108,28 +113,24 @@ msgstr "" msgid "New activity type form." msgstr "Modulo nuovo tipo di attività." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Vista kanban" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -140,34 +141,36 @@ msgid "" msgstr "" "Vista Kanban della pipeline CRM e l'opzione per programmare un'attività." -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Vista elenco" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -175,66 +178,61 @@ msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" "Vista elenco della pipeline CRM e opzione per programmare un'attività." -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Vista attività" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"I colori delle attività, e il collegamento alla data di scadenza, sono " -"sempre gli stessi all'interno di Odoo, indipendentemente dal tipo di " -"attività o dalla vista selezionata." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -243,11 +241,11 @@ msgid "" msgstr "" "Vista attività della pipeline CRM e opzione per programmare un'attività." -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -256,12 +254,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -269,86 +267,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -356,7 +346,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -366,23 +356,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "Vista lead CRM e opzione per programmare un'attività." -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -391,14 +381,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -410,11 +400,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -422,18 +412,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -442,26 +432,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -472,11 +462,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -488,7 +478,7 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -496,82 +486,94 @@ msgstr "" "In questo modo avrai accesso alla pagina :guilabel:`Tipi di attività` dove " "sono elencati i tipi di attività esistenti. " +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Le singole applicazioni presentano un elenco di *Tipi di attività* " +"specifici. Ad esempio, per visualizzare e modificare le attività disponibili" +" per l'applicazione *CRM* vai sull'app :menuselection:`CRM --> " +"Configurazione --> Tipi di attività`." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -579,13 +581,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -593,13 +595,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -610,27 +612,27 @@ msgstr "" " di un'attività. Tuttavia, possono essere modificate prima che l'attività " "venga programmata o salvata." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -638,13 +640,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -652,19 +654,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -672,7 +674,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -683,14 +685,718 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Contatti" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" +"L'applicazione *Contatti* viene installata su tutti i database Odoo. I " +"contatti vengono creati per i clienti con cui l'azienda ha rapporti " +"commerciali tramite Odoo. Un contatto è un archivio di informazioni " +"aziendali vitali, in grado di facilitare la comunicazione e le transazioni " +"commerciali." + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "Modulo contatto" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" +"Per creare un nuovo contatto, naviga nella :menuselection:`app Contatti` e " +"fai clic su :guilabel:`Crea`. Apparirà un nuovo modulo dove potrai " +"aggiungere varie informazioni di contatto." + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "Tipo di contatto" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" +"Odoo permette di creare contatti :guilabel:`Persona` e " +":guilabel:`Aziendali`. Seleziona :guilabel:`Persona` o :guilabel:`Azienda`, " +"in base al tipo di contatto che stai aggiungendo." + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Nome" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" +"Per prima cosa, inserisci il nome della :guilabel:`Persona` o " +"dell':guilabel:`Azienda`. Il nome nel database apparirà in questo modo. Il " +"campo è **obbligatorio**." + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" +"I contatti :guilabel:`Persona` possono avere un contatto di tipo " +":guilabel:`Azienda` collegato. Dopo aver selezionato :guilabel:`Persona`, " +"apparirà un nuovo campo :guilabel:`Nome azienda...` al di sotto del campo " +"nome." + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Indirizzo" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" +"In seguito, inserisci l':guilabel:`indirizzo` dell':guilabel:`Azienda` o " +"della :guilabel:`Persona`." + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" +"Se l'opzione :guilabel:`Persona` viene scelta, in seguito il *tipo di " +"indirizzo* può essere scelto da un menu a discesa. Le opzioni per questo " +"menu includono: :guilabel:`Contatto`, :guilabel:`Indirizzo di fatturazione`," +" :guilabel:`Indirizzo di consegna`, :guilabel:`Altro indirizzo` e " +":guilabel:`Indirizzo privato`." + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "Campi aggiuntivi" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" +"I dettagli aggiuntivi sono inclusi nel modulo iniziale. Sono disponibili i " +"seguenti campi:" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr ":guilabel:`IVA`: numero di partita IVA." + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" +":guilabel:`Identificazione cittadino`: numero di identificazione del " +"cittadino o del governo (disponibile solo per contatti :guilabel:`Persona`)." + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" +":guilabel:`Posizione lavorativa`: indica la posizione lavorativa della " +":guilabel:`Persona` (disponibile solo per contatti :guilabel:`Persona`)." + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" +":guilabel:`Telefono`: indica il numero di telefono (con il codice Paese). " +"Effettua una chiamata, invia un SMS o un messaggio WhatsApp passando con il " +"mouse sul campo del modulo per poi fare clic sull'opzione desiderata." + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" +":guilabel:`Cellulare`: indica il numero di cellulare (con il codice Paese). " +"Effettua una chiamata, invia un SMS o un messaggio WhatsApp passando con il " +"mouse sul campo del modulo per poi fare clic sull'opzione desiderata." + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr ":guilabel:`E-mail`: inserisci l'indirizzo e-mail con il dominio." + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" +":guilabel:`Sito web`: inserisci l'indirizzo completo del sito web, iniziando" +" con `http` o `https`." + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" +":guilabel:`Titolo`: seleziona :guilabel:`Dottore`, :guilabel:`Signora`, " +":guilabel:`Signorina`, :guilabel:`Signore`, :guilabel:`Professore` oppure " +"crea un nuovo titolo direttamente dal campo." + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" +":guilabel:`Tag`: inserisci tag preconfigurati digitandoli nel campo o " +"facendo clic sul menu a discesa per poi selezionarne uno. Per crearne uno " +"nuovo, digita un nuovo tag nel campo e fai clic su :guilabel:`Crea` dal menu" +" a discesa che spunta." + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "Scheda contatti e indirizzi" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" +"Nel parte inferiore del modulo contatto ci sono varie schede. Nella scheda " +":guilabel:`Contatti e indirizzi`, possono essere aggiunti i contatti " +"associati ad un':guilabel:`Azienda` e gli indirizzi collegati. Ad esempio, " +"in questo campo è possibile aggiungere una persona di contatto specifica per" +" l'azienda. " + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" +"È possibile aggiungere indirizzi multipli sia per i contatti di tipo " +":guilabel:`Persona` che :guilabel:`Azienda`. Per farlo, fai clic su " +":guilabel:`Aggiungi` nella scheda :guilabel:`Contatti e indirizzi`. " +"Facendolo, spunterà il modulo pop-up :guilabel:`Crea contatto`, dal quale " +"puoi configurare indirizzi aggiuntivi." + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "Aggiungere un contatto/indirizzo al modulo contatto" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" +"Nel modulo a comparsa :guilabel:`Crea contatto`, comincia facendo clic sul " +"campo in alto :guilabel:`Altro indirizzo` per visualizzare il menu a discesa" +" con le opzioni legate all'indirizzo stesso." + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "Seleziona una delle seguenti opzioni:" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr ":guilabel:`Contatto`: aggiunge un altro contatto al modulo esistente." + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" +":guilabel:`Indirizzo di fatturazione`: aggiunge un indirizzo di fatturazione" +" specifico al modulo contatto esistente." + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" +":guilabel:`Indirizzo di consegna`: aggiunge un indirizzo di consegna " +"specifico al modulo contatto esistente." + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" +":guilabel:`Altro indirizzo`: aggiunge un indirizzo alternativo al modulo di " +"contatto esistente." + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" +":guilabel:`Indirizzo privato`: aggiunge un indirizzo privato al modulo di " +"contatto esistente." + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "Creare un nuovo contatto/indirizzo su un modulo contatto" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" +"Una volta selezionata un'opzione, inserisci le informazioni di contatto " +"corrispondenti che dovrebbero essere utilizzate per il tipo di indirizzo " +"specificato." + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" +"Aggiungi :guilabel:`Nome contatto`, :guilabel:`Indirizzo`, " +":guilabel:`E-mail`, insieme a numero di :guilabel:`Telefono` e/o " +":guilabel:`Cellulare` in basso." + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" +"Imposta la :guilabel:`Posizione lavorativa` che appare se il tipo di " +"indirizzo del :guilabel:`Contatto` è stato selezionato. Questo è simile al " +"contatto :guilabel:`Persona`. " + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" +"Per aggiungere una nota, fai clic sul campo testo accanto a :guilabel:`Note`" +" e scrivi qualsiasi cosa adatta al cliente o contatto." + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" +"In seguito, fai clic su :guilabel:`Salva e chiudi` per salvare l'indirizzo e" +" chiudi la finestra :guilabel:`Crea contatto`. Oppure, fai clic su " +":guilabel:`Salva` per salvare l'indirizzo e inseriscine uno nuovo." + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "Scheda Vendite e acquisti" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" +"La scheda :guilabel:`Vendite e acquisti` appare solo se sono state " +"installate le app *Vendite*, *Acquisti* **oppure** *Punto vendita*. " + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" +"La :guilabel:`Posizione di bilancio` può essere configurata nella scheda " +":guilabel:`Vendite e acquisti`. Seleziona una :guilabel:`Posizione fiscale` " +"dal menu a discesa." + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "Sezione vendite" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" +"Nella sezione :guilabel:`Vendite`, è possibile assegnare un " +":guilabel:`Addetto vendite` al contatto. Per farlo, fai clic sul campo a " +"tendina :guilabel:`Addetto vendite` e selezionane uno. Crea un nuovo " +":guilabel:`Addetto vendite` digitando il nome utente e facendo la scelta " +"giusta." + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" +"Se necessario, è possibile configurare alcuni :guilabel:`Temini di " +"pagamento` o un determinato :guilabel:`Listino prezzi`. Fai clic sul menu a " +"discesa accanto a :guilabel:`Termini di pagamento` e modifica il campo con " +"uno dei :guilabel:`Termini di pagamento` preselezionati oppure fai clic su " +":guilabel:`Crea`. Seleziona il menu a discesa :guilabel:`Listino prezzi` per" +" scegliere il :guilabel:`Listino prezzi` appropriato." + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" +"Fai clic sul campo :guilabel:`Metodo di consegna` per selezionare un'opzione" +" dal menu a discesa." + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "Sezione Punto vendita" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" +"Sotto la voce :guilabel:`Punto vendita`, inserisci un :guilabel:`Codice a " +"barre` che può essere utilizzato per individuare il contatto. Usa il campo " +":guilabel:`Punti fedeltà` per tracciare i punti che l'utente accumula come " +"parte del *Programma fedeltà*. " + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "Sezione Acquisti" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" +"Specifica informazioni relative a :guilabel:`Termini di pagamento`, " +":guilabel:`1099 Box` e :guilabel:`Metodo di pagamento` preferito qui. È " +"possibile configurare anche un :guilabel:`Promemoria di ricezione` da qui." + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "Sezione Varie" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" +"Sotto la voce :guilabel:`Varie`, usa il campo :guilabel:`Riferimento` per " +"aggiungere qualsiasi informazione relativa al contatto. Se questo contatto " +"deve essere accessibile solo per un'azienda in un database con più aziende, " +"selezionalo nell'elenco a discesa del campo :guilabel:`Azienda`. Usa il menu" +" a discesa :guilabel:`Sito web` per limitare la pubblicazione del contatto " +"ad un solo sito web (se si lavora su un database con più siti web). " +"Seleziona uno o più :guilabel:`Tag sito web` per aiutare il filtraggio dei " +"clienti pubblicati nella pagina `/customers` del sito web. Seleziona un " +":guilabel:`Settore` per il contatto dal menu a discesa. Usa il campo " +":guilabel:`Politiche SLA` per assegnare una politica SLA di *Assistenza* al " +"contatto." + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "Scheda Contabilità" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" +"La scheda :guilabel:`Contabilità` appare quando installi l'applicazione " +"*Contabilità*. Qui, un utente può aggiungere qualsiasia :guilabel:`Conto " +"corrente` correlato oppure configurare :guilabel:`Registrazioni contabili` " +"predefinite." + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" +"Sotto la voce :guilabel:`Varie`, usa il campo :guilabel:`LEI` per inserire " +"un identificativo della persona giuridica, se necessario." + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "Scheda Note interne" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" +"Dopo la scheda :guilabel:`Contabilità`, c'è la scheda :guilabel:`Note " +"interne`, dove è possibile lasciare note sul modulo contatto, proprio come " +"nel modulo di contatto di cui sopra." + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "Scheda Assegnazione partner" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "Scheda Iscrizione" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "Pulsanti smart" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" +"Nella parte alta del modulo contatto, ci sono alcune opzioni aggiuntive " +"disponibili conosciute con il nome di *pulsanti smart*." + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" +"Qui, Odoo mostra un'ampia gamma di record, legati al contatto e creati da " +"altre applicazioni, Odoo integra le informazioni da ogni singola app ed è " +"per questo motivo che ci sono molti pulsanti smart." + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" +"Ad esempio, il pulsante :guilabel:`Opportunità` consente di visualizzare " +"tutte le opportunità legate al cliente presenti nell'app *CRM*. " + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" +"Se le applicazioni corrispondenti sono installate, i pulsanti smart " +"correlati appariranno automaticamente sul modulo contatto." + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" +"Un utente può vedere qualsiasi :guilabel:`Riunione`, :guilabel:`Vendita`, " +":guilabel:`Ordine POS`, :guilabel:`Abbonamento`, :guilabel:`Attività` di " +"progetto e il pulsante smart :guilabel:`Altro` rivela opzioni aggiuntive, " +"tramite il menu a discesa. Un utente può accedere rapidamente ad " +":guilabel:`Acquisti`, attività :guilabel:`Helpdesk`, :guilabel:`Tasso di " +"puntualità` per le consegne, informazioni :guilabel:`di fatturazione`, " +":guilabel:`Fatture fornitore` e a :guilabel:`Partitari clienti/fornitori` " +"collegati al contatto." + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" +"Consegne, documenti, carte fedeltà e addebiti diretti sono *anche* collegati" +" ai pulsanti smart, come questo, se ci sono casi di contatto in sospeso o in" +" corso di registrazione." + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" +"Se il contatto è un partner, l'utente può visitare la pagina del partner sul" +" sito web realizzato con Odoo facendo clic sul pulsante :guilabel:`Vai al " +"sito web`." + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "Archiviare i contatti" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" +"Se un utente decide di non volere avere più un contatto attivo, il record " +"può essere archiviato. Per farlo, vai sul menu :icon:`fa-cog` " +":guilabel:`Azioni` nella parte superiore del modulo e fai clic su " +":guilabel:`Archivia`. " + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" +"In seguito, fai clic su :guilabel:`OK` nella finestra a comparsa di " +":guilabel:`Conferma`. " + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" +"Una volta che il contatto è stato archiviato, come indicato da un banner in " +"alto, quest'ultimo non verrà mostrato nella pagina dei contatti principali " +"ma è possibile cercarlo con il filtro :guilabel:`Archiviati`." + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" +"Un contatto può essere *non archiviato*, se l'utente decide di lavorare di " +"nuovo con loro. Per farlo, fai clic sul menu :icon:`fa-cog` " +":guilabel:`Azioni` nella parte superiore del modulo contatto archiviato per " +"poi cliccare su :guilabel:`Annulla archiviazione`. Dopo averlo fatto, il " +"banner :guilabel:`Archiviato` scompare e il contatto viene ripristinato. " + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" +":doc:`Aggiungere vari indirizzi nel CRM " +"<../sales/sales/send_quotations/different_addresses>`" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" +"`Tutorial Contatti e-learning Odoo " +"`_" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Esportare e importare dati" diff --git a/locale/it/LC_MESSAGES/finance.po b/locale/it/LC_MESSAGES/finance.po index 375117f61..b3194a663 100644 --- a/locale/it/LC_MESSAGES/finance.po +++ b/locale/it/LC_MESSAGES/finance.po @@ -7,17 +7,17 @@ # Friederike Fasterling-Nesselbosch, 2023 # Sergio Zanchetta , 2024 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Marianna Ciofani, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Marianna Ciofani, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -73,7 +73,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -92,11 +92,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -105,11 +106,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -120,28 +121,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -150,186 +151,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Rendiconto" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Estratto conto" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Stato patrimoniale" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Conto economico" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Resoconto FISCALE" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Verifica" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Bilancio di verifica" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Partner" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Amministrazione" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -337,31 +340,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -369,34 +372,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -600,10 +603,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2692,6 +2697,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Imposte" @@ -4055,7 +4061,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -5846,7 +5852,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6395,8 +6401,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6743,6 +6749,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Piano dei conti" @@ -6769,11 +6776,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6783,98 +6790,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Tipo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Resoconto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Categoria" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Tipi conto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Stato patrimoniale" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Cespiti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Credito" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banca e cassa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6882,147 +6889,147 @@ msgstr "Banca e cassa" msgid "Current Assets" msgstr "Attività correnti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Attività non correnti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Risconti attivi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Immobilizzazioni" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Passività" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Debito" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Carta di credito" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Passività correnti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Passività non correnti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Patrimonio netto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Utili di esercizio" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Conto economico" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Ricavi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Altri ricavi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Spesa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Ammortamenti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Costo del venduto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Altro" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Fuori bilancio" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Etichette" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Gruppi del conto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7032,17 +7039,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7056,7 +7063,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7067,17 +7074,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7085,7 +7092,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7096,11 +7103,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Non attivo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7108,29 +7115,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7449,7 +7456,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Riconciliazione bancaria" @@ -7927,11 +7934,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -7943,7 +7950,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -7954,33 +7961,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -7988,11 +7995,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8001,11 +8008,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8017,17 +8024,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8039,19 +8046,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8066,18 +8073,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8092,11 +8099,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8112,11 +8119,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9231,6 +9238,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Stati Uniti" @@ -9669,52 +9677,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Conto economico" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Sintesi esecutiva" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9722,56 +9730,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9779,11 +9787,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Libro mastro" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -9792,44 +9800,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Debiti scaduti" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Crediti esigibili" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Rendiconto finanziario" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Resoconto fiscale" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -12821,6 +12829,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17532,6 +17540,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19503,6 +19512,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19654,6 +19664,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20374,6 +20385,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Libro paga" @@ -22083,6 +22095,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22100,6 +22113,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23306,6 +23320,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -28581,7 +28596,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:73 msgid "Account Label" -msgstr "" +msgstr "Etichetta conto" #: ../../content/applications/finance/fiscal_localizations/france.rst:73 msgid "`account.name`" @@ -28919,7 +28934,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Modello" @@ -31858,7 +31873,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -31869,7 +31898,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -31881,7 +31910,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -31889,7 +31918,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -31899,7 +31928,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -31915,7 +31944,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -31926,17 +31955,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -31949,20 +31978,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -31970,7 +31999,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -31985,26 +32014,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32015,7 +32044,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32026,7 +32055,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32035,15 +32064,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32055,23 +32084,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33862,196 +33891,649 @@ msgstr "Kenya" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Fatturazione" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -34254,6 +34736,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Requisiti" @@ -37239,6 +37722,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -39361,7 +39845,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:122 msgid "Mobile Number" -msgstr "" +msgstr "Numero di cellulare" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:131 msgid "PromptPay QR bank account configuration" @@ -40021,6 +40505,1425 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Contratti dipendente" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Crea pagamento raggruppato" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" +"I pagamenti del raggruppamento devono condividere tutti lo stesso metodo di " +"pagamento." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnam" @@ -41406,17 +43309,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41428,48 +43331,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41484,46 +43387,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41533,32 +43436,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41566,25 +43469,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41594,41 +43497,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41636,7 +43539,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/it/LC_MESSAGES/general.po b/locale/it/LC_MESSAGES/general.po index 4fc49d6e1..fdcb044a1 100644 --- a/locale/it/LC_MESSAGES/general.po +++ b/locale/it/LC_MESSAGES/general.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Marianna Ciofani, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" @@ -3580,15 +3580,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3596,11 +3596,11 @@ msgid "" "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "" @@ -3608,7 +3608,7 @@ msgstr "" msgid "Warning in Odoo upon email limit reached." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3616,63 +3616,65 @@ msgid "" " blacklisted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." +msgid "**50 emails per day** for one-app free and trial databases." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -3680,7 +3682,7 @@ msgid "" "click the :guilabel:`Retry` button next to an unsent email." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3689,20 +3691,20 @@ msgid "" "`, instead of emails." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -3710,23 +3712,24 @@ msgid "" "line is a copy of the message.`" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -3736,17 +3739,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -3754,14 +3757,14 @@ msgid "" "correctly." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -3772,35 +3775,35 @@ msgid "" " --> System Parameters`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -3810,41 +3813,41 @@ msgid "" "adjustments." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -3854,58 +3857,58 @@ msgid "" "servers from the database." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -3915,67 +3918,67 @@ msgid "" "efficient way for the Odoo Support team to investigate." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" diff --git a/locale/it/LC_MESSAGES/hr.po b/locale/it/LC_MESSAGES/hr.po index 16d9bfaef..afe2d171e 100644 --- a/locale/it/LC_MESSAGES/hr.po +++ b/locale/it/LC_MESSAGES/hr.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Marianna Ciofani, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" @@ -655,7 +655,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -716,7 +716,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -869,142 +869,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Rendiconto" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Obiettivi" @@ -1172,6 +1043,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Rendiconto" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Presenze" @@ -1616,7 +1740,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Panoramica" @@ -4487,7 +4611,7 @@ msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:158 #: ../../content/applications/hr/fleet/service.rst:173 msgid "Contacts & Addresses tab" -msgstr "" +msgstr "Scheda contatti e indirizzi" #: ../../content/applications/hr/fleet/new_vehicle.rst:160 msgid "" @@ -4588,7 +4712,7 @@ msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:210 #: ../../content/applications/hr/fleet/service.rst:224 msgid "Sales & Purchase tab" -msgstr "" +msgstr "Scheda Vendite e Acquisti" #: ../../content/applications/hr/fleet/new_vehicle.rst:212 msgid "" @@ -4606,7 +4730,7 @@ msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:220 msgid "Sales section" -msgstr "" +msgstr "Sezione vendite" #: ../../content/applications/hr/fleet/new_vehicle.rst:222 msgid "" @@ -4649,7 +4773,7 @@ msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:241 #: ../../content/applications/hr/fleet/service.rst:252 msgid "Internal Notes tab" -msgstr "" +msgstr "Scheda Note interne" #: ../../content/applications/hr/fleet/new_vehicle.rst:243 msgid "" @@ -5469,9 +5593,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6861,134 +6985,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Prodotti" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Categorie prodotto" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Avvisi" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6996,21 +7003,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7019,7 +7026,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7027,32 +7034,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7067,15 +7074,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7817,6 +7828,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Prodotti" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Categorie prodotto" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8322,7 +8458,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8505,7 +8640,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9189,7 +9324,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:625 msgid "Accounting tab" -msgstr "" +msgstr "Scheda Contabilitò" #: ../../content/applications/hr/payroll.rst:627 msgid "" @@ -9547,7 +9682,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9856,9 +9991,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9872,19 +10007,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9893,37 +10020,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9931,20 +10059,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9953,34 +10082,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9988,19 +10117,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10008,70 +10137,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10080,7 +10247,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10089,48 +10256,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10141,46 +10328,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10190,11 +10377,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10204,322 +10391,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Offerte" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11985,47 +12191,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12033,27 +12239,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12063,11 +12269,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Conflitti" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12075,7 +12281,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12083,7 +12289,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12095,13 +12301,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12110,7 +12316,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12121,42 +12327,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12164,11 +12370,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12176,7 +12382,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12187,19 +12393,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12207,18 +12413,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12228,34 +12434,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12265,14 +12471,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12280,18 +12486,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12299,7 +12505,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12307,32 +12513,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12342,17 +12548,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12360,7 +12566,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12370,17 +12576,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12388,7 +12594,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12396,7 +12602,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12404,7 +12610,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12415,14 +12621,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12435,18 +12641,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12454,7 +12660,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12468,30 +12674,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12500,7 +12706,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12511,7 +12717,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13182,7 +13388,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Nuovo" @@ -13311,7 +13516,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13350,508 +13555,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Respingi" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Modello e-mail" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "Motivo rifiuto" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Aggiunta rapida" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13859,7 +13567,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13867,11 +13575,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13887,7 +13595,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13896,20 +13604,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13918,7 +13626,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13928,14 +13636,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13943,7 +13651,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13953,7 +13661,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13961,7 +13669,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13970,7 +13678,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13983,7 +13691,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13992,17 +13700,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14010,20 +13718,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14031,28 +13739,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14063,18 +13771,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14082,7 +13790,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14090,13 +13798,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14107,14 +13815,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14128,7 +13836,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14139,17 +13847,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14158,7 +13866,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14171,13 +13879,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14191,11 +13899,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14203,7 +13911,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14223,14 +13931,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14238,7 +13946,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14246,7 +13954,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14259,7 +13967,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14267,11 +13975,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14280,7 +13988,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14289,11 +13997,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14302,7 +14010,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14311,7 +14019,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14320,17 +14028,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14340,7 +14048,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14348,19 +14056,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14369,28 +14077,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14400,7 +14108,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14408,11 +14116,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14423,42 +14131,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14469,13 +14177,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14486,11 +14194,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Crea dipendente" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14499,13 +14207,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Aggiunta rapida" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14771,6 +14806,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Modello e-mail" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "Motivo rifiuto" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Referenze" @@ -14789,8 +15111,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15045,7 +15367,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15191,139 +15513,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Premi" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Livelli" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15334,11 +15541,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15349,14 +15556,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15367,7 +15574,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15376,7 +15583,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15389,18 +15596,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15409,7 +15616,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15417,7 +15624,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15429,112 +15636,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15542,7 +15651,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15552,7 +15661,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15561,7 +15670,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15572,16 +15681,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Premi" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16364,10 +16762,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16938,232 +17332,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Amministrazione" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17171,7 +17339,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17179,7 +17347,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17187,44 +17355,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17232,7 +17400,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17244,186 +17412,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Bacheca" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17431,7 +17420,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17439,31 +17428,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17474,7 +17463,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17486,7 +17475,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17494,18 +17483,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Per tipo" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17517,13 +17506,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17531,7 +17520,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17539,7 +17528,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17547,10 +17536,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Amministrazione" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Bacheca" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/it/LC_MESSAGES/inventory_and_mrp.po b/locale/it/LC_MESSAGES/inventory_and_mrp.po index ade5eba95..4dbc3c81c 100644 --- a/locale/it/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/it/LC_MESSAGES/inventory_and_mrp.po @@ -8,17 +8,17 @@ # micheledic, 2023 # Sergio Zanchetta , 2024 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Marianna Ciofani, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Marianna Ciofani, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1490,9 +1490,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1503,6 +1502,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1518,7 +1518,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1528,11 +1528,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Configurazione" @@ -3444,15 +3447,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3462,23 +3465,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3486,7 +3489,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3498,7 +3501,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3509,7 +3512,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3523,7 +3526,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3531,7 +3534,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3543,46 +3546,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3593,7 +3596,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3601,36 +3604,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Attivazione" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3638,17 +3757,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3661,39 +3780,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Automatico" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3702,11 +3821,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3718,7 +3837,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3726,7 +3845,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3734,19 +3853,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manuale" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3756,7 +3875,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3764,7 +3883,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3772,7 +3891,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3785,18 +3904,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3804,27 +3923,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3837,34 +3956,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3877,11 +3996,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Percorso" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3889,7 +4008,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3897,20 +4016,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3921,7 +4040,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7504,7 +7623,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7775,20 +7894,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Dropshipping" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7799,11 +7916,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7811,7 +7928,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7826,7 +7943,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7838,7 +7955,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7848,26 +7965,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7876,12 +7992,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7890,20 +8006,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7919,30 +8035,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7953,12 +8069,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7966,13 +8082,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7980,13 +8096,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -7995,7 +8111,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8003,31 +8119,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8037,19 +8153,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8060,7 +8176,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8071,7 +8187,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8082,7 +8198,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8093,18 +8209,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8115,8 +8231,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8220,229 +8336,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8663,19 +8556,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Contenuto del collo" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8698,25 +8591,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8724,7 +8617,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8734,11 +8627,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Buono di reso" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8746,7 +8639,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8754,7 +8647,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8764,31 +8657,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8798,7 +8691,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8808,7 +8701,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8818,42 +8711,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Etichette lotto/NS" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8861,7 +8754,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8872,31 +8765,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11465,6 +11627,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11757,7 +12139,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11868,6 +12251,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12827,7 +13447,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12838,18 +13458,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13059,7 +13671,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13290,8 +13902,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13402,12 +14013,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18155,7 +18761,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18299,10 +18904,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18310,49 +18918,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18360,7 +18969,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18370,23 +18979,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18396,7 +19005,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18404,14 +19013,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18420,13 +19029,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18434,32 +19043,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18470,7 +19079,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18483,118 +19093,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18602,7 +19250,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18610,7 +19258,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18621,7 +19269,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18633,79 +19281,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Conto di costo" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automatizzato" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18715,7 +19414,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18727,50 +19426,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18779,7 +19478,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18788,7 +19487,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18797,7 +19496,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18808,13 +19507,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18822,7 +19521,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18834,45 +19533,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18890,10 +19604,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21275,7 +21985,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21323,45 +22033,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27554,6 +28275,327 @@ msgstr "" msgid "Workflows" msgstr "Workflow" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Sottoprodotti" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31514,7 +32556,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31579,7 +32621,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Corrispondenza a tre vie" @@ -31792,191 +32834,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Quantità ordinate" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31984,213 +33034,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Quantità ricevute" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33757,6 +34800,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/it/LC_MESSAGES/marketing.po b/locale/it/LC_MESSAGES/marketing.po index 46147c51c..fd32b1dd8 100644 --- a/locale/it/LC_MESSAGES/marketing.po +++ b/locale/it/LC_MESSAGES/marketing.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" @@ -515,6 +515,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Impostazioni" @@ -790,7 +791,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3036,14 +3036,314 @@ msgstr "" msgid "Events" msgstr "Eventi" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3114,33 +3414,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3148,21 +3471,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3170,34 +3493,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3205,13 +3528,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3220,55 +3543,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3276,7 +3599,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3285,56 +3608,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3344,14 +3671,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3360,7 +3687,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3369,7 +3696,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3378,13 +3705,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3392,7 +3719,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3400,57 +3727,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3462,7 +3789,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3471,7 +3798,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3479,13 +3806,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3493,58 +3820,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "Messaggio di posta" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3553,25 +3880,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3581,7 +3908,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3589,20 +3916,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3615,7 +3942,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3623,7 +3950,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3632,7 +3959,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3645,7 +3972,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3653,7 +3980,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3662,48 +3989,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3712,37 +4039,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3750,24 +4077,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3777,26 +4104,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3804,7 +4130,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3812,14 +4138,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3827,11 +4153,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3839,543 +4165,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4786,123 +4600,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Configurazione" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5271,6 +5213,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5288,7 +5231,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5311,7 +5255,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5352,31 +5298,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5384,75 +5331,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Record" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Partecipanti" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Flusso di lavoro" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Attività" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5460,98 +5407,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Rendiconto" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Consenso doppio" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9457,7 +9686,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10137,7 +10366,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10238,14 +10467,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10280,11 +10509,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10297,7 +10526,7 @@ msgid "Add a section" msgstr "Aggiungi sezione" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10307,7 +10536,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10321,7 +10550,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10330,7 +10559,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10341,7 +10570,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "" @@ -10621,32 +10850,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10657,11 +10890,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10675,7 +10908,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10684,7 +10917,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10693,7 +10926,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10702,7 +10935,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10710,14 +10943,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10726,26 +10959,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10754,10 +10987,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10834,7 +11067,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11130,6 +11363,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11224,547 +12001,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/it/LC_MESSAGES/sales.po b/locale/it/LC_MESSAGES/sales.po index 6074e3890..665600674 100644 --- a/locale/it/LC_MESSAGES/sales.po +++ b/locale/it/LC_MESSAGES/sales.po @@ -7,17 +7,17 @@ # Friederike Fasterling-Nesselbosch, 2023 # Sara Ciaurri , 2023 # Sergio Zanchetta , 2024 -# Wil Odoo, 2024 # Marianna Ciofani, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Marianna Ciofani, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -65,7 +65,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -81,7 +82,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1568,7 +1569,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2612,6 +2613,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2795,6 +2797,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analisi del flusso" @@ -5009,6 +5178,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5019,20 +5226,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5040,7 +5247,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5051,49 +5258,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5102,35 +5309,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5142,11 +5349,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5154,17 +5361,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5172,7 +5379,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5183,7 +5390,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5191,11 +5398,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5203,7 +5410,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5212,34 +5419,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5252,7 +5459,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5260,7 +5467,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5270,7 +5477,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5665,6 +5872,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Partner" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6468,64 +6913,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7378,6 +7819,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7401,6 +7843,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7933,39 +8376,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8254,6 +8701,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Sconti" @@ -8929,7 +9377,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9109,19 +9557,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9133,32 +9581,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Fatture" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9170,43 +9618,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9216,23 +9664,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9246,7 +9694,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13311,7 +13759,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13900,23 +14348,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13929,7 +14431,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13942,14 +14444,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13961,14 +14463,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13976,7 +14478,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13984,7 +14486,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13995,7 +14497,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -14008,7 +14510,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -14016,12 +14518,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16536,7 +17038,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -17012,13 +17514,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17027,7 +17581,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17036,13 +17590,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17054,35 +17608,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17090,7 +17644,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17099,7 +17653,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17107,14 +17661,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17128,7 +17682,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17136,29 +17690,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17170,47 +17724,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Condizioni" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17218,31 +17772,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17674,7 +18228,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18112,11 +18666,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18127,24 +18681,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18153,7 +18806,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18161,20 +18814,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18182,110 +18835,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18293,7 +18859,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18306,7 +18872,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18318,26 +18884,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18345,7 +18911,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18354,7 +18920,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18364,14 +18930,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18379,7 +18945,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18387,28 +18953,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18421,19 +18987,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18445,14 +19011,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18460,11 +19026,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18478,7 +19044,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18491,57 +19057,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -18897,7 +19463,7 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." -msgstr "" +msgstr "Aggiungere un contatto/indirizzo al modulo contatto" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38 msgid "" @@ -18908,36 +19474,44 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" -msgstr "" +msgstr "Seleziona una delle seguenti opzioni:" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." -msgstr "" +msgstr ":guilabel:`Contatto`: aggiunge un altro contatto al modulo esistente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr "" +":guilabel:`Indirizzo di fatturazione`: aggiunge un indirizzo di fatturazione" +" specifico al modulo contatto esistente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr "" +":guilabel:`Indirizzo di consegna`: aggiunge un indirizzo di consegna " +"specifico al modulo contatto esistente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr "" +":guilabel:`Altro indirizzo`: aggiunge un indirizzo alternativo al modulo di " +"contatto esistente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr "" +":guilabel:`Indirizzo privato`: aggiunge un indirizzo privato al modulo di " +"contatto esistente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid "" @@ -18947,7 +19521,7 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." -msgstr "" +msgstr "Creare un nuovo contatto/indirizzo su un modulo contatto" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56 msgid "" @@ -19135,7 +19709,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19266,7 +19840,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19283,7 +19857,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19314,7 +19888,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19335,7 +19909,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20291,7 +20865,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20299,19 +20873,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20320,13 +20902,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20334,24 +20916,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20359,7 +20941,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20370,7 +20952,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20378,63 +20960,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20444,7 +21026,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20455,7 +21037,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20463,13 +21045,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/it/LC_MESSAGES/websites.po b/locale/it/LC_MESSAGES/websites.po index ed3a1463d..b4c675e34 100644 --- a/locale/it/LC_MESSAGES/websites.po +++ b/locale/it/LC_MESSAGES/websites.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Marianna Ciofani, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" @@ -759,7 +759,7 @@ msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Configurazione" @@ -873,13 +873,11 @@ msgid "" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -901,33 +899,33 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -937,11 +935,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1340,6 +1338,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -6405,132 +6413,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/ja/LC_MESSAGES/essentials.po b/locale/ja/LC_MESSAGES/essentials.po index beba27662..f3494e8fa 100644 --- a/locale/ja/LC_MESSAGES/essentials.po +++ b/locale/ja/LC_MESSAGES/essentials.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Junko Augias, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -30,56 +30,55 @@ msgstr "Odooエッセンシャル" msgid "Activities" msgstr "活動" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "活動をスケジュールする" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "おしゃべり" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "新規活動タイプフォーム。" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "かんばんビュー" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -138,97 +133,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "CRMパイプラインのかんばん表示とアクティビティのスケジュールオプション。" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "ビュー一覧" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "CRMパイプラインのリストビューと活動のスケジュールオプション。" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "活動ビュー" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." -msgstr "活動の色と期日は活動の種類やビューに関係なく、Odoo全体で一貫しています。" +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." +msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -236,11 +231,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "CRMパイプラインの活動ビューと活動のスケジュールオプション。" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -249,12 +244,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -262,86 +257,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -349,7 +336,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -359,23 +346,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "CRMのリードを表示し、活動をスケジュールするオプション。" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -384,14 +371,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -403,11 +390,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -415,18 +402,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -435,26 +422,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -465,11 +452,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -481,88 +468,98 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "そうすると :guilabel:`活動タイプ` ページが表示され、既存の活動タイプが表示されます。" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"個々のアプリケーションには、そのアプリケーション専用の*活動タイプ*のリストがあります。例えば、*CRM*アプリケーションで利用可能な活動を表示および編集するには、" +" :menuselection:`CRMアプリ --> 設定 --> 活動タイプ`に進みます。" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -570,13 +567,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -584,13 +581,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -599,27 +596,27 @@ msgstr "" "guilabel:`デフォルトユーザ`フィールドと " ":guilabel:`デフォルト概要`フィールドの情報は、活動の作成時に含まれます。しかし、これらは活動がスケジュールされたり、保存される前に変更することができます。" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -627,13 +624,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -641,19 +638,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -661,7 +658,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -672,14 +669,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "連絡先" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "名前" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "住所" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "連絡先フォームに連絡先/住所を追加します。" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "以下のオプションから選択して下さい:" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr ":guilabel:`連絡先`: 既存の連絡先フォームに他の連絡先を追加します。" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr ":guilabel:`請求先`: 既存の連絡先フォームに特定の請求先住所を追加します。" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr ":guilabel:`配送先`: 既存の連絡先フォームに特定の配送先住所を追加します。" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr ":guilabel:`他のアドレス`: 既存の連絡先フォームに代わりの住所を追加します。" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr ":guilabel:`個人アドレス`: 既存のコンタクトフォームにプライベートアドレスを追加します。" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "連絡先フォームに新しい連絡先/アドレスを作成します。" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "データのインポートとエクスポート" diff --git a/locale/ja/LC_MESSAGES/finance.po b/locale/ja/LC_MESSAGES/finance.po index 75d61b28d..f49414a0e 100644 --- a/locale/ja/LC_MESSAGES/finance.po +++ b/locale/ja/LC_MESSAGES/finance.po @@ -9,17 +9,17 @@ # Noma Yuki, 2023 # Martin Trigaux, 2024 # Ryoko Tsuda , 2024 -# Wil Odoo, 2024 # Junko Augias, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Junko Augias, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -76,7 +76,7 @@ msgstr "" "Odooは複式簿記システムを採用しており、全ての入力項目は対応する別の勘定科目に対応する反対の入力項目が必要です。これにより、全ての取引が正確かつ一貫して記録され、勘定科目が常に確実に均衡状態を保ちます。" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr ":doc:`会計チートシート`" @@ -96,11 +96,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`現金主義 `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "複数会社" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -112,11 +113,11 @@ msgstr "" "` " "を持っており、連結レポートを作成するのにも便利です。ユーザは複数の会社にアクセスできますが、一度に作業できるのは一つの会社の会計のみです。" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "複数通貨環境" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -128,17 +129,17 @@ msgid "" msgstr "" ":doc:`複数通貨`環境では、国際取引を容易にする自動為替レートがOdooで利用できます。全ての取引は会社のデフォルト通貨で記録され、他の通貨で発生した取引については、Odooは会社の通貨価値と取引の通貨価値の両方を保存します。Odooは仕訳項目を調整した後、為替差損益を生成します。" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr ":doc:`外貨で銀行を管理`" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "支店管理" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" @@ -146,11 +147,11 @@ msgid "" msgstr "" "複数会社階層により、複数の支店を管理することができます。これにより、各支店に仕訳を転記したり、本社が管理する共通のロック日を設定することができます。" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "国際基準" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -160,15 +161,15 @@ msgid "" msgstr "" "Odoo会計は70カ国以上をサポートしています。全ての国に共通する中心的な標準や仕組を提供し、国別モジュールで地域の要件を満たすことができます。会計ポジションは、勘定科目表、税金、その他の要件など地域特有の必要事項に対応するために存在します。" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`財政ローカライゼーションパッケージ`" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "売掛金と買掛金" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -176,7 +177,7 @@ msgid "" msgstr "" "デフォルトでは、売掛金と買掛金の勘定科目は1つずつです。取引は**連絡先**にリンクされているので、顧客、仕入先、サプライヤーごとにレポートを実行できます。" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -185,146 +186,148 @@ msgstr "" "**取引先元帳**レポートは、取引先と仕入先の残高を表示します。これは :menuselection:`会計 --> レポーティング --> " "取引先元帳` から利用できます。" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "レポーティング" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "以下の財務 :doc:`レポート ` が利用可能で、リアルタイムで更新されます:" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "財務レポート" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "取引明細書" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "貸借対照表" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "損益" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "キャッシュ・フロー計算書" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "税務申告" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "ES販売リスト" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "監査" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "総勘定元帳" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "試算表" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "仕訳帳レポート" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "イントラスタットレポート" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "登録を確認" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "取引先" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "取引先元帳" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "長期滞留債権" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "長期滞留債務" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "マネジメント" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "請求書分析" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "未実現為替差損益" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "減価償却予定" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "損金不算入費用" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "予算分析" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "プロダクトマージン" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "1099レポート" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" ":doc:`レポートを作成・カスタマイズ ` Odooのレポートエンジンを使用" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "Odooは特定の課税期間の全ての会計取引を計算し、その合計を納税義務の計算に使用します。" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -332,19 +335,19 @@ msgid "" msgstr "" "ある期間の税務レポートが作成されると、Odooはそのレポートをロックし、VATを含む新しい仕訳を作成できないようにします。顧客請求書や仕入先請求書の修正は、次の期間に記録する必要があります。" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "国のローカライゼーションに応じて、XML版の税務報告書を作成し、関連する税務当局のVATプラットフォームにアップロードすることができます。" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "銀行同期" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -353,15 +356,15 @@ msgid "" msgstr "" "銀行同期システムは、お客様の銀行機関と直接接続し、全ての取引をお客様のデータベースに自動的にインポートします。オンラインバンキングシステムにログインしたり、紙の銀行明細書を待つことなく、キャッシュフローの概要を把握することができます。" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`銀行同期 `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "在庫評価" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -370,17 +373,17 @@ msgstr "" "Odooでは定期的(手動)および恒久的(自動)な在庫評価がサポートされています。利用可能な評価方法は標準価格、平均価格、 " ":abbr:`LIFO(後入先出)`、 :abbr:`FIFO(先入先出)`です。" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "利益剰余金" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -389,11 +392,11 @@ msgid "" msgstr "" "利益余剰金とは企業が留保する利益のことです。Odooはリアルタイムで当期利益を計算するため、期末仕訳や繰越は不要です。損益残高は自動的に貸借対照表レポートに報告されます。" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "受託者" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -402,24 +405,24 @@ msgstr "" "モード :guilabel:`会計事務所` は以下から有効化できます :menuselection:`会計 --> 設定 --> 管理設定 --> " "会計事務所モード`。 有効化された時:" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "ドキュメントの付番は、全てのドキュメントで編集可能になります;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" ":guilabel:`合計(税込)`フィールドは、正しい勘定科目と税額で明細の作成を自動化することで、エンコードのスピードアップとコントロールを行います；" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr ":guilabel:`顧客請求日` と :guilabel:`仕入先請求日` はトランザクションをエンコードする際に予め入力されます。" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -638,10 +641,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2954,6 +2959,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "税金" @@ -4422,7 +4428,7 @@ msgid "" msgstr "Odooで生成されたPDFには**Factur-X** XMLファイルが含まれています。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -6402,8 +6408,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" -msgstr ":ref:`他の在庫評価方法`" +"`" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 msgid "" @@ -7002,9 +7008,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" -msgstr ":ref:`英米式 vs. 大陸式 `" +":ref:`Anglo-Saxon vs. Continental `" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 msgid "" @@ -7379,6 +7385,7 @@ msgstr "戻って10ドルを取り戻す。" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "勘定科目表" @@ -7409,11 +7416,11 @@ msgstr "ドロップダウン・トグル・ボタン" msgid "Group the accounts by type in Odoo Accounting" msgstr "Odoo会計で勘定科目をグループ化します" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "勘定科目の設定" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -7426,7 +7433,7 @@ msgstr "" "<../../fiscal_localizations>` " "がデフォルトでインストールされるかが決まります。このパッケージには、その国の規則に従って設定された標準的な勘定科目表が含まれています。これをそのまま使うこともできますし、会社のニーズに応じて設定することもできます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " @@ -7435,92 +7442,92 @@ msgstr "" "新しいアカウントを作成するには、 :menuselection:`会計 --> 設定 --> 勘定科目表`に行き、 " ":guilabel:`作成`をクリックし、(最低限)必要なフィールド（:guilabel:`コード、勘定科目名、タイプ`）を入力します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "一旦仕訳が計上されると、企業の**財務ローカライゼーション**を修正することはできません。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "コードと名前" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "各アカウントは :guilabel:`コード` と :guilabel:`名前`によって識別され、アカウントの目的も示します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "タイプ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "**勘定科目タイプ**を正しく設定することは、複数の役割を果たすため非常に重要です:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "勘定科目の目的と動作に関する情報" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "国別の法律および財務レポートの作成" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "会計年度をクローズする規則を設定" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "開始仕訳を作成" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" "勘定科目タイプを設定するには、:guilabel:`タイプ`フィールドのドロップダウンセレクタを開き、以下のリストから対応するタイプを選択します:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "レポート" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "カテゴリー" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "勘定科目タイプ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "貸借対照表" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "資産" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "売掛金" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "銀行及び現金" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -7528,92 +7535,92 @@ msgstr "銀行及び現金" msgid "Current Assets" msgstr "流動資産" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "固定資産" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "前払金" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "固定資産" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "負債" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "買掛金" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "クレジットカード" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "流動負債" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "非流動負債" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "資本" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "当期利益" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "損益" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "収益" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "その他収益" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "費用" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "減価償却" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "売上原価" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "その他" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "オフバランスシート" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " @@ -7623,15 +7630,15 @@ msgstr "" "automation>仕訳の作成を**自動化**することができます。仕訳を**自動化**するには、勘定科目行の :guilabel:`表示` " "をクリックし、 :guilabel:`自動化` タブに移動します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr ":guilabel:`自動化`タブには3つの選択肢があります:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`いいえ`: これはデフォルト値です。何も起きません。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -7640,7 +7647,7 @@ msgstr "" ":guilabel:`Create in draft`: " "取引が勘定科目に記帳されるたびに、ドラフト項目が作成されますが、検証はされません。最初に対応するフォームに入力する必要があります。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -7649,12 +7656,12 @@ msgstr "" ":guilabel:`Create and validate`: " ":guilabel:`繰延費用モデル`も選択する必要があります。勘定科目に取引が記帳されるたびに、仕訳が作成され、すぐに検証されます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "デフォルト税" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." @@ -7662,11 +7669,11 @@ msgstr "" "勘定科目の :guilabel:`表示` " "メニューで、この勘定科目がプロダクトの販売または購買に選択されたときに適用される**デフォルト税**を選択します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "タグ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -7675,11 +7682,11 @@ msgstr "" "会計レポートによっては、関連する勘定科目に**タグ**を設定する必要があります。タグを追加するには、 :guilabel:`表示` の下にある " ":guilabel:`タグ` フィールドをクリックし、既存のタグを選択するか :guilabel:`新規作成` します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "勘定グループ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7692,17 +7699,17 @@ msgstr "" " `131200` はグループ `131000` " "に属します。:guilabel:`表示`の下にある:guilabel:`グループ`フィールドで勘定科目に特定グループを割当てることができます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "勘定科目グループを手動で作成" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "通常のユーザは、勘定科目グループを手動で作成する必要はありません。以下のセクションは、まれで高度な使用例のみを対象としています。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7719,7 +7726,7 @@ msgstr "" msgid "Account groups creation." msgstr "勘定科目グループ作成。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7732,17 +7739,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Odoo会計の試算表の勘定科目グループ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "消込を許可" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "支払方法の取引を記録するために作られた勘定など、一部の勘定は、仕訳の消込に使用できます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7752,7 +7759,7 @@ msgstr "" "例えば、クレジットカードで支払われた請求書は、その支払と消込された場合、 " ":guilabel:`支払済`とマークすることができます。したがって、クレジットカードによる支払を記録する勘定科目は、**消込を許可する**ように設定する必要があります。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7765,11 +7772,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "Odoo会計で勘定科目の消込を許可" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "廃止" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7779,23 +7786,23 @@ msgstr "" "一度取引が記録された勘定科目を削除することはできません。アカウントの設定で **廃止済**機能を使用して使用不可にすることができます: " ":guilabel:`廃止済` ボックスをチェックし、 :guilabel:`保存` して下さい。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -7803,7 +7810,7 @@ msgstr "" "`Odooチュートリアル: 勘定科目表 `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8140,7 +8147,7 @@ msgid "Total to pay" msgstr "合計支払額" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "銀行勘定調整" @@ -8673,11 +8680,11 @@ msgstr "" "`Odooチュートリアル: 銀行設定`_" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "顧客または仕入先請求書からの支払登録" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -8694,7 +8701,7 @@ msgstr "" "としてマークされます。その後、未払勘定が銀行明細行と消込されると、顧客請求書または仕入先請求書は :guilabel:`支払済` " "ステータスに変更されます。" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -8706,33 +8713,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "支払の詳細情報を見る" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "支払登録するには、顧客請求書または仕入先請求書が :guilabel:`記帳済` ステータスでなければなりません。" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "支払照合を解除した場合、帳簿には表示されますが、請求書との関連はなくなります。" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "異なる通貨での支払を(未)消込する場合、為替差損益(戻入)額を計上するための仕訳が自動的に作成されます。" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "現金主義税額がある支払と請求書を(未)消込した場合、現金主義税(戻入)額を計上する仕訳が自動的に作成されます。" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8743,11 +8750,11 @@ msgstr "" "に設定されており、Odooに支払が登録されている場合(関連する銀行明細を経由していない場合)、請求書や請求書は :guilabel:`支払済` " "として直接登録されます。" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "請求書や請求書に紐づいていない支払いを登録" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8758,11 +8765,11 @@ msgstr "" ":menuselection:`顧客 / 取引先 --> " "支払`メニューで新しい支払が登録されると、顧客請求書や仕入先請求書に直接リンクされません。代わりに、売掛金または買掛金は、関連する顧客請求書または仕入先請求書と手動で消込されるまで、**未消込勘定**と照合されます。" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "顧客請求書や仕入先請求書と支払の照合" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8775,17 +8782,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "顧客請求書または仕入先請求書と支払を消込する追加オプションを表示します。" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "顧客請求書または仕入先請求書は、対応する銀行明細書と消込されるまで、:guilabel:`支払中`とマークされます。" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "バッチ支払" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8802,19 +8809,19 @@ msgstr "" "--> 取引先 --> 撥支払` に進みます。支払のリストビューで :menuselection:`アクション --> バッチ支払作成` " "をクリックすると、複数の支払を一括で選択してグループ化することができます。" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "支払照合" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8833,7 +8840,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "ドロップダウン・メニューの支払照合メニュー。" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -8842,11 +8849,11 @@ msgstr "" "doc:`消込 ` " "の間、借方と貸方の合計が一致しない場合、残高があります。これは後日消込するか、直接償却する必要があります。" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "バッチ支払照合" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8863,11 +8870,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "バッチ支払消込オプション。" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "部分支払を登録" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8887,11 +8894,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "顧客請求書または仕入先請求書の部分支払" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "銀行明細で支払消込" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9641,7 +9648,7 @@ msgid "" "this view. When done, click :guilabel:`Send` or :guilabel:`Send & Print`." msgstr "" "このビューから :guilabel:`請求書の添付` や内容のテンプレートを変更することができます。完了したら :guilabel:`送信` または " -":guilabel:`送信&印刷` をクリックします。" +":guilabel:`送信 & 印刷` をクリックします。" #: ../../content/applications/finance/accounting/payments/follow_up.rst:66 msgid "" @@ -10165,6 +10172,7 @@ msgid "Compatible check stationery for printing checks" msgstr "互換性のある小切手印刷用ステーショナリー" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "アメリカ合衆国" @@ -10641,52 +10649,52 @@ msgid "" " of your organisation as at a particular date." msgstr "**貸借対照表**は、特定の日付における組織の資産、負債、資本のスナップショットを示します。" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "損益計算書" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "**損益**レポート（または**損益計算書**）は、レポート期間の収入から経費を差し引いた、組織の純利益を示します。" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "事業概要報告" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "**エグゼクティブサマリー**では、会社経営に必要な全ての重要な数字を素早く見ることができます。" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "非常に基本的な言い方をすれば、このセクションの各項目が何を報告しているかということです:" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**パフォーマンス:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**売上総利益率:**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "事業による個々の売上から、その売上を上げるために必要な直接経費(人件費、材料費など)を差し引いた貢献度。" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**純利益率:**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -10695,45 +10703,45 @@ msgid "" msgstr "" "売上高から、その売上を上げるために必要な直接経費や、会社が負担する固定経費(家賃、電気代、税金などその売上の結果支払うべきもの)を差し引いたもの。" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**投資利益率 (p.a.):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "純利益の比率で、企業がその利益を上げるために使用した資産の額に対する割合。" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**ポジション:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**売上債権回転日数:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "全ての顧客請求書において、顧客が(全額)支払うまでにかかる平均日数。" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**買掛債務回転日数:**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "取引先への仕入先請求書(全額)支払にかかる平均日数。" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**短期資金予想:**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -10741,11 +10749,11 @@ msgid "" msgstr "" "来月、あなたの組織からどれだけの現金の出入りが予想されるか、つまり、今月の**売上勘定**の残高から、今月の**仕入勘定**の残高を差し引いた金額。" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**流動資産および負債:**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -10754,11 +10762,11 @@ msgid "" msgstr "" "**流動比率**とも呼ばれ、流動資産(1年以内に現金化できる資産)と流動負債(翌年に返済期限が到来する負債)の比率のこと。これは通常、企業の債務返済能力の尺度として用いられます。" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "総勘定元帳" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -10768,32 +10776,32 @@ msgid "" msgstr "" "**総勘定元帳レポート**は、選択した日付範囲の全勘定科目の全取引を表示します。最初のサマリーレポートでは、各勘定科目の合計が表示され、そこから詳細な取引レポートや例外を表示することができます。このレポートは、ある期間に発生した全ての取引をチェックするのに便利です。" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "買掛金年齢表" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "**買掛年齢表詳細**レポートを実行すると、個々の請求書、クレジットノート、過払い金に関する情報、およびこれらの未払い期間が表示されます。" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "売掛金年齢表" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "**売掛金年齢表** レポートは、選択した月およびその数ヶ月前に支払待ちとなった売上請求書を表示します。" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "キャッシュフロー明細書 " -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -10801,12 +10809,12 @@ msgid "" msgstr "" "**キャッシュ・フロー計算書**は、貸借対照表の勘定科目と収入の変動が現金および現金同等物にどのような影響を与えるかを示し、分析を営業活動、投資活動、財務活動に分けています。" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "税務申告" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -14110,6 +14118,7 @@ msgid "" msgstr "物品税はサポートされて**いません**。これには、たばこ税や電子たばこ税、燃料税、その他特定の産業が含まれます。" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -19520,6 +19528,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "モジュールインストール" @@ -21689,6 +21698,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -21845,6 +21855,7 @@ msgstr "GST購買" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -22633,6 +22644,7 @@ msgstr "`Stripe端末 `_" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "給与計算" @@ -24572,6 +24584,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "現金値引" @@ -24589,6 +24602,7 @@ msgid "" msgstr "正しい税額を適用し、VAT申告書に正しく報告するためには、 :guilabel:`常時(請求書発行時)` として減税を設定して下さい。" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" @@ -25924,6 +25938,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "クレジットノート" @@ -29628,7 +29643,8 @@ msgid "" "its XML, Fiscal folio, with electronic signature and direct connection to " "tax authority SRI." msgstr "" -"エクアドルにローカライズすることで、XML、会計フォリオ、電子署名、税務当局SRIとの直接接続による電子ドキュメントを作成することができます。" +"エクアドルにローカライズすることで、XML、Fiscal " +"Folio、電子署名、税務当局SRIとの直接接続による電子ドキュメントを作成することができます。" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:11 msgid "" @@ -32174,7 +32190,7 @@ msgid "2-digits comparison" msgstr "2-桁比較" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "テンプレート" @@ -34514,7 +34530,7 @@ msgstr "$25200" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:412 msgid "$769.49 ($45400/59)" -msgstr "" +msgstr "$769.49 ($45400/59)" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:414 msgid "Mar (One Day Annual Leave)" @@ -35193,7 +35209,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "Submit GSP API registration details" -msgstr "" +msgstr "GSP API登録情報の送信" #: ../../content/applications/finance/fiscal_localizations/india.rst:230 msgid "" @@ -35201,14 +35217,16 @@ msgid "" "Configuration --> Settings --> Indian Electronic WayBill --> Setup E-Way " "bill`, and enter your :guilabel:`Username` and :guilabel:`Password`." msgstr "" +"E-Way billサービスを設定するには、 :menuselection:`会計 --> 設定 --> 管理設定 --> インド電子WayBill " +"--> E-Way billを設定`に進み、 :guilabel:`ユーザ名` と :guilabel:`パスワード` を入力して下さい。" #: ../../content/applications/finance/fiscal_localizations/india.rst-1 msgid "E-way bill setup odoo" -msgstr "" +msgstr "E-way bill 設定 Odoo" #: ../../content/applications/finance/fiscal_localizations/india.rst:245 msgid "Send an E-Way bill" -msgstr "" +msgstr "E-Way billを送信" #: ../../content/applications/finance/fiscal_localizations/india.rst:247 msgid "" @@ -35217,20 +35235,23 @@ msgid "" "confirmed, enable :guilabel:`E-Way bill (IN)` in your :ref:`Sales or " "Purchase journal `." msgstr "" +":guilabel:`E-Way billを送信`をクリックすると、手動でE-Way " +"billを送ることができます。顧客請求書や請求書が確定したときに自動的に E-Way billを送信するには、 :ref:`販売または購買請求書 " +"` で :guilabel:`E-Way bill (IN)` を有効にします。" #: ../../content/applications/finance/fiscal_localizations/india.rst-1 msgid "Send E-waybill button on invoices" -msgstr "" +msgstr "顧客請求書のE-waybill送信ボタン" #: ../../content/applications/finance/fiscal_localizations/india.rst:259 msgid "" "Once an invoice has been issued and sent via :guilabel:`Send E-Way bill`, a " "confirmation message is displayed." -msgstr "" +msgstr ":guilabel:`E-Way billの送信`で顧客請求書が発行・送信されると、確認メッセージが表示されます。" #: ../../content/applications/finance/fiscal_localizations/india.rst-1 msgid "Indian e-Way bill confirmation message" -msgstr "" +msgstr "インドe-Way bill確認メッセージ" #: ../../content/applications/finance/fiscal_localizations/india.rst:267 msgid "" @@ -35238,6 +35259,7 @@ msgid "" "after some time. Click :guilabel:`Process now` if you want to process the " "invoice immediately." msgstr "" +"しばらくすると、Odooは自動的にJSON署名ファイルを政府ポータルにアップロードします。顧客請求書をすぐに処理したい場合は、:guilabel:`今すぐ処理`をクリックして下さい。" #: ../../content/applications/finance/fiscal_localizations/india.rst:273 msgid "" @@ -35245,14 +35267,16 @@ msgid "" " The report includes the **E-Way bill number** and the **E-Way bill validity" " date**." msgstr "" +"E-Way billを提出すると、顧客請求書PDFレポートを印刷することができます。レポートには**E-Way bill番号**と**E-Way " +"bill 有効期限日付**が含まれます。" #: ../../content/applications/finance/fiscal_localizations/india.rst-1 msgid "E-way bill acknowledgment number and date" -msgstr "" +msgstr "E-way bill確認番号と日付" #: ../../content/applications/finance/fiscal_localizations/india.rst:282 msgid "E-Way bill cancellation" -msgstr "" +msgstr "E-Way bill取消" #: ../../content/applications/finance/fiscal_localizations/india.rst:284 msgid "" @@ -35261,22 +35285,26 @@ msgid "" ":guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request EDI " "Cancellation`." msgstr "" +"E-Way請求書を取消したい場合は、関連する顧客請求書の :guilabel:`E-Way bill` タブに行き、 :guilabel:`取消理由` " +"と :guilabel:`取消コメント` フィールドに記入します。次に :guilabel:`EDI取消を要求` をクリックします。" #: ../../content/applications/finance/fiscal_localizations/india.rst:289 msgid "" "Doing so cancels both the :ref:`e-Invoice ` (if " "applicable) and the :ref:`E-Way bill `." msgstr "" +"これにより、:ref:`電子顧客請求書 ` (該当する場合)と :ref:`E-Way bill " +"` の両方が取消されます。" #: ../../content/applications/finance/fiscal_localizations/india.rst-1 msgid "Cancel reason and remarks" -msgstr "" +msgstr "取消理由とコメント" #: ../../content/applications/finance/fiscal_localizations/india.rst:296 msgid "" "If you want to abort the cancellation before processing the invoice, click " ":guilabel:`Call Off EDI Cancellation`." -msgstr "" +msgstr "顧客請求書を処理する前に取消を中止したい場合は、:guilabel:`EDI取消を中止`をクリックして下さい。" #: ../../content/applications/finance/fiscal_localizations/india.rst:298 msgid "" @@ -35284,20 +35312,22 @@ msgid "" "JSON-signed file to the government portal. You can click :guilabel:`Process " "Now` if you want to process the invoice immediately." msgstr "" +" E-Way " +"billの取消を申請すると、Odooは自動的にJSON署名ファイルを政府ポータルに送信します。顧客請求書をすぐに処理したい場合は、:guilabel:`今すぐ処理`をクリックします。" #: ../../content/applications/finance/fiscal_localizations/india.rst:305 msgid "Indian GST Return filing" -msgstr "" +msgstr "インドGST申告" #: ../../content/applications/finance/fiscal_localizations/india.rst:310 msgid "Enable API access" -msgstr "" +msgstr "APIアクセスを有効にする" #: ../../content/applications/finance/fiscal_localizations/india.rst:312 msgid "" "To file GST Returns in Odoo, you must first enable API access on the GST " "portal." -msgstr "" +msgstr "OdooでGST申告を行うには、まずGSTポータルでAPIアクセスを有効にする必要があります。" #: ../../content/applications/finance/fiscal_localizations/india.rst:314 msgid "" @@ -35305,36 +35335,41 @@ msgid "" "entering your :guilabel:`Username` and :guilabel:`Password`, and go to " ":guilabel:`My Profile` on your **profile menu**;" msgstr "" +":guilabel:`ユーザ名`と:guilabel:`パスワード`を入力して`GSTポータル`_にログインし、**プロフィールメニュー**の:guilabel:`自分のプロフィール`にアクセスして下さい;" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "Click On the My Profile from profile" -msgstr "" +msgstr "プロフィールから自分のプロフィールをクリック" #: ../../content/applications/finance/fiscal_localizations/india.rst:321 msgid "" "Select :guilabel:`Manage API Access`, and click :guilabel:`Yes` to enable " "API access;" -msgstr "" +msgstr ":guilabel:`APIアクセス管理` を選択し、APIアクセスを有効にするために :guilabel:`はい` をクリックします;" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "Click Yes" -msgstr "" +msgstr "はいをクリック" #: ../../content/applications/finance/fiscal_localizations/india.rst:326 msgid "" "Doing so enables a :guilabel:`Duration` drop-down menu. Select the " ":guilabel:`Duration` of your preference, and click :guilabel:`Confirm`." msgstr "" +"そうすると :guilabel:`期間` ドロップダウンメニューが表示されます。お好みの :guilabel:`期間` " +"を選択し、:guilabel:`確認` をクリックします。" #: ../../content/applications/finance/fiscal_localizations/india.rst:332 msgid "Indian GST Service In Odoo" -msgstr "" +msgstr "OdooでのインドGSTサービス" #: ../../content/applications/finance/fiscal_localizations/india.rst:334 msgid "" "Once you have enabled the :ref:`API access ` on the GST " "portal, you can set up the :guilabel:`Indian GST Service` in Odoo." msgstr "" +"GSTポータルで :ref:`APIアクセス ` を有効にすると、Odooで " +":guilabel:`インドGSTサービス` を設定することができます。" #: ../../content/applications/finance/fiscal_localizations/india.rst:337 msgid "" @@ -35342,14 +35377,16 @@ msgid "" "GST Service` and enter the :guilabel:`GST Username`. Click :guilabel:`Send " "OTP`, enter the code, and finally, :guilabel:`Validate`." msgstr "" +":menuselection:`会計 --> 設定 --> 管理設定 --> インドGSTサービス`に進み、 :guilabel:`GST " +"ユーザ名`を入力します。guilabel:`OTPを送信`をクリックしてコードを入力し、最後に:guilabel:`検証`をクリックします。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "Please enter your GST portal Username as Username" -msgstr "" +msgstr "GSTポータルのユーザ名をユーザ名として入力して下さい。" #: ../../content/applications/finance/fiscal_localizations/india.rst:347 msgid "File-in GST Return" -msgstr "" +msgstr "GST申告記入" #: ../../content/applications/finance/fiscal_localizations/india.rst:349 msgid "" @@ -35358,243 +35395,295 @@ msgid "" "Return periods` and create a new **GST Return Period** if it does not exist." " GST Return file-in is done in **three steps** in Odoo:" msgstr "" +":guilabel:`インドGSTサービス`が設定されると、GST申告を行うことができます。:menuselection:`会計 --> レポーティング" +" --> インド --> GST申告期間`に移動し、**GST " +"申告期間**が存在しない場合は新規作成します。GST申告はOdooでは**3つのステップ**で行います:" #: ../../content/applications/finance/fiscal_localizations/india.rst:354 msgid "" "**Tax Return Periodicity** can be :doc:`configured " "<../accounting/reporting/tax_returns>` according to the user's needs." msgstr "" +"**納税申告期間**はユーザのニーズに応じて<../accounting/reporting/tax_returns>`に設定することができます。" #: ../../content/applications/finance/fiscal_localizations/india.rst:361 msgid "Send GSTR-1" -msgstr "" +msgstr "GSTR-1を送信する" #: ../../content/applications/finance/fiscal_localizations/india.rst:363 msgid "" "The user can verify the :ref:`GSTR-1 ` report before " "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" +"ユーザは、**GSTポータル**にアップロードする前に、 :ref:`GSTR-1 ` レポートを " +":guilabel:`GSTR-1レポート` をクリックして確認することができます;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " "changes to :guilabel:`Sending`;" msgstr "" +"**GSTR-1**レポートが正しければ、それを**GSTポータル**に送信するために :guilabel:`GSTNへプッシュ` " +"をクリックします。:guilabel:`GSTR-1`レポートのステータスが :guilabel:`送信` に変わります;" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 in the Sending Status" -msgstr "" +msgstr "送信ステータス内のGSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" " sent to the :guilabel:`GST Portal` and is being verified on the " ":guilabel:`GST Portal`;" msgstr "" +"数秒後、**GSTR-1**レポートのステータスが :guilabel:`ステータス待機` に変わります。これは、**GSTR-1**レポートが " +":guilabel:`GSTポータル` に送信され、 :guilabel:`GSTポータル` で検証中であることを意味します;" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 in the Waiting for Status" -msgstr "" +msgstr "ステータス待機でのGSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " ":guilabel:`Error in Invoice` indicates that some of the invoices are not " "correctly filled out to be validated by the **GST portal**;" msgstr "" +"さらに数秒後、ステータスが :guilabel:`送信` または :guilabel:`顧客請求書エラー` に変わります。ステータスが " +":guilabel:`顧客請求書エラー` の場合は、**GSTポータル**で検証済の請求書の一部が正しく記入されていないことを示しています;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." msgstr "" +"**GSTR-1**の状態が:guilabel:`送信済`の場合、**GSTR-1**レポートは**GSTポータル**に提出する準備ができていることを意味します。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 Sent" -msgstr "" +msgstr "GSTR-1送信済" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " "resolved, the user can click :guilabel:`Push to GSTN` to submit the file " "again on the **GST portal**." msgstr "" +"**GSTR-1**の状態が :guilabel:`顧客請求書エラー` の場合、顧客請求書にエラーがないか :guilabel:`ログメモ` " +"で確認することができます。問題が解決されると、ユーザは :guilabel:`GSTNへプッシュ` " +"をクリックして、**GSTポータル**でファイルを再送信することができます。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 Error in Invoice" -msgstr "" +msgstr "顧客請求書GSTR-1エラー" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 Error in Invoice Log" -msgstr "" +msgstr "顧客請求書ログGSTR-1エラー" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " "**Odoo**." msgstr "" +"**GSTポータル**で**GSTR-1**レポートを提出した後、:guilabel:`提出済としてマーク`をクリックして下さい。報告書のステータスが**Odoo**の" +" :guilabel:`提出済` に変わります。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 in the Filed Status" -msgstr "" +msgstr "提出済ステータスGSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" -msgstr "" +msgstr "GSTR-2B受信" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" +"ユーザは**GSTポータル**から**GSTR-2Bレポート**を取得することができます。これにより、**GSTR-2B**レポートとOdooの仕入先請求書が自動的に消込されます;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" " for Reception`. This means Odoo is trying to receive the **GSTR-2B** report" " from the **GST portal**;" msgstr "" +":guilabel:`GSTR-2B概要を取得`をクリックすると、**GSTR-2B**概要が取得されます。数秒後、レポートのステータスが " +":guilabel:`受信待ち` " +"に変わります。これはOdooが**GSTポータル**から**GSTR-2B**レポートを受信しようとしていることを意味します;" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-2B in Waiting for Reception" -msgstr "" +msgstr "GSTR-2B受信待ち" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" +"さらに、数秒後、**GSTR-2B**のステータスが :guilabel:`処理中` " +"に変わります。これはOdooが**GSTR-2B**レポートと仕入先請求書を消込していることを意味します;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" +"それが完了すると、**GSTR-2B**レポートのステータスは :guilabel:`一致` または :guilabel:`部分一致` " +"のいずれかに変わります;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" -msgstr "" +msgstr "ステータスが :guilabel:`照合済` の場合:" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-2B Matched" -msgstr "" +msgstr "GSTR-2B照合済" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " ":guilabel:`re-match`." msgstr "" +"ステータスが :guilabel:`一部照合済` の場合、:guilabel:`消込済顧客請求書を見る` " +"をクリックして仕入先請求書を変更することができます。それが完了したら、 :guilabel:`再照合` をクリックします。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-2B Partially Matched" -msgstr "" +msgstr "GSTR-2B一部照合済" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-2B Reconciled Bills" -msgstr "" +msgstr "GSTR-2B消込済仕入先請求書" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" -msgstr "" +msgstr "GSTR-3レポート" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" +":ref:`GSTR-3 ` " +"レポートは、**販売**と**購買**の月次概要です。このレポートは**GSTR-1**と**GSTR-2**から情報を抽出して自動生成されます。" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" +"ユーザは、:guilabel:`GSTR-3レポート`をクリックすることで、**GSTR-3**レポートを**GSTポータル**で利用可能な**GSTR-3**レポートと比較し、一致するかどうかを確認することができます;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" " by clicking :guilabel:`Closing Entry`;" msgstr "" +"ユーザが**GSTR-3**レポートを検証した後、**GSTポータル**で税額納付を完了します。税額納付が完了したら、:guilabel:`決算仕訳`をクリックしてレポートを**終了**することができます。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-3" -msgstr "" +msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " "Entry`;" msgstr "" +"guilabel:`決算仕訳` に、**GSTポータル** でChallanを使用して支払った税額を追加し、 :guilabel:`記帳` " +"をクリックして :guilabel:`決算仕訳` を記帳します;" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-3 Post Entry" -msgstr "" +msgstr "GSTR-3仕訳記帳" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." -msgstr "" +msgstr "記帳済になると、**GSTR-3**レポートのステータスは :guilabel:`提出済` に変わります。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-3 Filed" -msgstr "" +msgstr "GSTR-3 提出済" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" -msgstr "" +msgstr "税レポート" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" -msgstr "" +msgstr "GSTR-1レポート" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " ":abbr:`SGST (State Goods and Service Tax)`, :abbr:`IGST (Integrated Goods " "and Services Tax)`, and :guilabel:`CESS` for each section." msgstr "" +":guilabel:`GSTR-1`レポートはセクションに分かれています。各セクションの :guilabel:`基本` 金額、 :abbr:`CGST " +"(Central Goods and Services Tax)`、 :abbr:`SGST (State Goods and Service " +"Tax)`、 :abbr:`IGST (Integrated Goods and Services Tax)`、 :guilabel:`CESS` " +"が表示されます。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-1 Report" -msgstr "" +msgstr "GSTR-1 レポート" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" -msgstr "" +msgstr " :guilabel:`GSTR-3` レポートは異なるセクションを含みます:" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" -msgstr "" +msgstr "**リバースチャージ**が適用される対内・対外供給の詳細;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" -msgstr "" +msgstr "対象 :abbr:`ITC (Income Tax Credit)`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" -msgstr "" +msgstr "**非課税**、**無税**、*非GST**対内供給の値;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." -msgstr "" +msgstr "**未登録**者への州間供給の詳細。" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "GSTR-3 Report" -msgstr "" +msgstr "GSTR-3 レポート" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:3 msgid "Indonesia" @@ -35602,7 +35691,7 @@ msgstr "インドネシア" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:8 msgid "E-Faktur Module" -msgstr "" +msgstr "E-Faktur モジュール" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:10 msgid "" @@ -35611,14 +35700,16 @@ msgid "" "invoice or for a batch of tax invoices to upload to the **Tax Office " "e-Faktur** application." msgstr "" +"**E-Fakturモジュール**はインドネシア語ローカライゼーションモジュールと一緒にデフォルトでインストールされています。このモジュールを使用すると、1つの顧客請求書、または**税務署e-" +"Faktur**アプリケーションにアップロードする顧客請求書のバッチ用のCSVファイルを生成することができます。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:17 msgid "NPWP/NIK settings" -msgstr "" +msgstr "NPWP/NIK 設定" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 msgid "**Your Company**" -msgstr "" +msgstr "**あなたの会社**" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 msgid "" @@ -35626,10 +35717,12 @@ msgid "" "need to set a VAT number on the related partner of your Odoo company. If you" " don't, it won't be possible to create an e-Faktur from an invoice." msgstr "" +"この情報はエフェクトファイル形式のFAPR明細で使用されます。Odooの関連取引先にVAT番号を設定する必要があります。そうしないと、顧客請求書からe-" +"Fakturを作成することができません。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 msgid "**Your Clients**" -msgstr "" +msgstr "**あなたの顧客**" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 msgid "" @@ -35638,10 +35731,12 @@ msgid "" "to generate the e-Faktur file. If your customer does not have an NPWP, just " "enter the NIK in the same VAT field." msgstr "" +"顧客のe-Fakturを生成するには、チェックボックス*ID " +"PKP*を設定する必要があります。顧客連絡先のVATフィールドを使用して、e-Fakturファイルを生成するために必要なNPWPを設定することができます。顧客がNPWPを持っていない場合は、同じVATフィールドにNIKを入力して下さい。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:39 msgid "Generate Tax Invoice Serial Number" -msgstr "" +msgstr "税顧客請求書シリアル番号を生成する" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:41 msgid "" @@ -35652,6 +35747,8 @@ msgid "" " these ranges. Afterwards, you can filter the invoices still to export in " "the invoices list and click on *Action*, then on *Download e-Faktur*." msgstr "" +":menuselection:`会計 --> 顧客 --> e-Faktur`にアクセスして下さい。顧客請求書をインドネシア政府のe-" +"Fakturとしてエクスポートするためには、政府から割当てられた番号の範囲をここに入力する必要があります。顧客請求書を検証済にすると、これらの範囲に基づいて番号が割当てられます。その後、顧客請求書リストでエクスポートする請求書を絞り込み、*アクション*をクリックし、*e-Fakturをダウンロード*をクリックします。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:46 msgid "" @@ -35661,16 +35758,17 @@ msgid "" " and Odoo will format the number automatically to a 13-digits number, as " "requested by the Indonesia Tax Revenue Department." msgstr "" +"インドネシア国税局から新しいシリアル番号を受け取った後、このリストビューで顧客請求書シリアル番号グループを作成することができます。各シリアル番号グループの最小と最大を指定するだけで、Odooはインドネシア税務局が要求する13桁の番号に自動的にフォーマットします。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:50 msgid "" "There is a counter to inform you how many unused numbers are left in that " "group." -msgstr "" +msgstr "そのグループに未使用の番号がいくつ残っているかを知らせるカウンタがあります。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:58 msgid "Generate e-faktur csv for a single invoice or a batch invoices" -msgstr "" +msgstr "単一の顧客請求書またはバッチ顧客請求書に対してe-faktur csvを生成します。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:60 msgid "" @@ -35678,12 +35776,15 @@ msgid "" "Invoices`. If the invoice customer's country is Indonesia and the customer " "is set as *ID PKP*, Odoo will allow you to create an e-Faktur." msgstr "" +":menuselection:`会計 --> 顧客 --> 顧客請求書`から請求書を作成します。請求書の顧客の国がインドネシアで、顧客のIDが*ID " +"PKP*の場合、Odooはe-Fakturの作成を許可します。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:63 msgid "" "Set a Kode Transaksi for the e-Faktur. There are constraints related to the " "Kode transaksi and the type of VAT applied to invoice lines." msgstr "" +"e-FakturにKode Transaksiを設定します。Kode transaksiと顧客請求書に適用される付加価値税の種類には制約があります。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:69 msgid "" @@ -35694,6 +35795,10 @@ msgid "" "from the invoice form view under the page *Extra Info* in the box " "*Electronic Tax*." msgstr "" +"Odooは自動的にe-Faktur番号テーブル(:ref:`上記セクション " +"` 参照)から次に使用可能なシリアル番号を自動的に選択し、Kode " +"Transaksiとシリアル番号を連結したe-" +"Faktur番号を生成します。これは顧客請求書ビューの*追加情報*ページの*電子税*ボックスから確認できます。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:77 msgid "" @@ -35701,16 +35806,18 @@ msgid "" "the *Action* menu item *Download e-faktur*. The checkbox *CSV created* will " "be set." msgstr "" +"顧客請求書が記帳済になると、*アクション*メニューの*e-fakturをダウンロード*からe-" +"Fakturを作成し、ダウンロードすることができます。チェックボックス*CSV作成済*が設定されます。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:83 msgid "" "You can select multiple invoices in list view and generate a batch e-Faktur " ".csv." -msgstr "" +msgstr "リストビューで複数の顧客請求書を選択し、一括でe-Faktur .csvを生成することができます。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:88 msgid "Kode Transaksi FP (Transaction Code)" -msgstr "" +msgstr "Kode Transaksi FP (取引コード)" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:90 msgid "" @@ -35722,18 +35829,25 @@ msgid "" " 08 Penyerahan yang PPN-nya Dibebaskan (Impor Barang Tertentu) - 09 " "Penyerahan Aktiva (Pasal 16D UU PPN)" msgstr "" +"e-Fakturを作成する際には、以下のコードを使用できます。 - 01 Kepada Pihak yang Bukan Pemungut PPN " +"(Customer Biasa) - 02 Kepada Pemungut Bendaharawan (Dinas Kepemerintahan) - " +"03 Kepada Pemungut Selain Bendaharawan (BUMN) - 04 DPP Nilai Lain (PPN 1%) -" +" 06 Penyerahan Lainnya (Turis Asing) - 07 Penyerahan yang PPN-nya Tidak " +"Dipungut (Kawasan Ekonomi Khusus/ Batam) - 08 Penyerahan yang PPN-nya " +"Dibebaskan (Impor Barang Tertentu) - 09 Penyerahan Aktiva (Pasal 16D UU PPN)" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:103 msgid "" "Correct an invoice that has been posted and downloaded: Replace Invoice " "feature" -msgstr "" +msgstr "記帳済・ダウンロード済の顧客請求書を修正します: 顧客請求書の差替え機能" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:105 msgid "" "Cancel the original wrong invoice in Odoo. For instance, we will change the " "Kode Transakski from 01 to 03 for the INV/2020/0001." msgstr "" +"Odooで元の間違った顧客請求書を取消します。例えば、INV/2020/0001のKode Transakskiを01から03に変更します。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:107 msgid "" @@ -35741,6 +35855,7 @@ msgid "" "field. In this field, we can only select invoices in *Cancel* state from the" " same customer." msgstr "" +"新しい請求書を作成し、*顧客請求書差替*フィールドに取消請求書を設定します。このフィールドでは、同じ顧客から*取消*状態の請求書のみを選択することができます。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:109 msgid "" @@ -35749,26 +35864,28 @@ msgid "" "original serial number with *1* (as requested to upload a replacement " "invoice in the e-Faktur app)." msgstr "" +"検証済の請求書と同じe-" +"Fakturシリアル番号が自動的に使用され、元のシリアル番号の3桁目が*1*に置き換えられます(e-Fakturアプリで交換用請求書をアップロードする際に要求されます)。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:120 msgid "" "Correct an invoice that has been posted but not downloaded yet: Reset " "e-Faktur" -msgstr "" +msgstr "記帳済で未ダウンロードの顧客請求書を修正します: e-Fakturをリセット" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:122 msgid "Reset the invoice to draft and cancel it." -msgstr "" +msgstr "顧客請求書をドラフトに戻し、取消します。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:123 msgid "Click on the button *Reset e-Faktur* on the invoice form view." -msgstr "" +msgstr "顧客請求書フォームビューで *e-Fakturをリセット* ボタンをクリックします。" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:124 msgid "" "The serial number will be unassigned, and we will be able to reset the " "invoice to draft, edit it and re-assign a new serial number." -msgstr "" +msgstr "シリアル番号が割当解除され、顧客請求書をドラフトに戻し、編集して新しいシリアル番号を再度割当てることができるようになります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:3 msgid "Italy" @@ -35779,6 +35896,7 @@ msgid "" ":ref:`Install ` the following modules to get all the " "features of the Italian localization:" msgstr "" +":ref:`イタリア語ローカライゼーションの全ての機能を利用するために、` 以下のモジュールをインストールして下さい:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:20 msgid "Italy - Accounting" @@ -35786,7 +35904,7 @@ msgstr "イタリア - 会計" #: ../../content/applications/finance/fiscal_localizations/italy.rst:21 msgid "`l10n_it`" -msgstr "" +msgstr "`l10n_it`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:23 msgid "Italy - E-invoicing" @@ -35794,11 +35912,11 @@ msgstr "イタリア-E-invoicing" #: ../../content/applications/finance/fiscal_localizations/italy.rst:24 msgid "`l10n_it_edi`" -msgstr "" +msgstr "`l10n_it_edi`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:25 msgid "E-invoice implementation" -msgstr "" +msgstr "電子顧客請求書導入" #: ../../content/applications/finance/fiscal_localizations/italy.rst:26 msgid "Italy - E-invoicing (Withholding)" @@ -35806,11 +35924,11 @@ msgstr "イタリア - 電子請求(源泉徴収)" #: ../../content/applications/finance/fiscal_localizations/italy.rst:27 msgid "`l10n_it_edi_withholding`" -msgstr "" +msgstr "`l10n_it_edi_withholding`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:28 msgid "E-invoice withholding" -msgstr "" +msgstr "電子顧客請求書による源泉徴収" #: ../../content/applications/finance/fiscal_localizations/italy.rst:29 msgid "Italy - Accounting Reports" @@ -35818,13 +35936,13 @@ msgstr "イタリア - 会計レポート" #: ../../content/applications/finance/fiscal_localizations/italy.rst:30 msgid "`l10n_it_reports`" -msgstr "" +msgstr "`l10n_it_reports`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:31 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:22 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:25 msgid "Country-specific reports" -msgstr "" +msgstr "国別レポート" #: ../../content/applications/finance/fiscal_localizations/italy.rst:32 msgid "Italy - Stock DDT" @@ -35832,11 +35950,11 @@ msgstr "イタリア - 在庫DDT" #: ../../content/applications/finance/fiscal_localizations/italy.rst:33 msgid "`l10n_it_stock_ddt`" -msgstr "" +msgstr "`l10n_it_stock_ddt`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:34 msgid "Transport documents - Documento di Trasporto (DDT)" -msgstr "" +msgstr "輸送ドキュメント - Documento di Trasporto (DDT)" #: ../../content/applications/finance/fiscal_localizations/italy.rst:39 msgid "" @@ -35845,30 +35963,32 @@ msgid "" "General Settings`, and in the :guilabel:`Companies` section, click " ":guilabel:`Update info`. From here, fill out the fields:" msgstr "" +"会社の情報を設定することで、会計データベースが適切に設定されます。情報を追加するには、 :menuselection:`管理設定 --> 一般設定` " +"に進み、 :guilabel:`会社` セクションで :guilabel:`情報更新` をクリックします。ここから各項目を入力して下さい:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:43 msgid ":guilabel:`Address`: the address of the company;" -msgstr "" +msgstr ":guilabel:`住所`: 会社の住所;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:44 msgid ":guilabel:`VAT`: VAT of the company;" -msgstr "" +msgstr ":guilabel:`VAT`: 会社のVAT;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:45 msgid ":guilabel:`Codice Fiscale`: the fiscal code of the company;" -msgstr "" +msgstr ":guilabel:`Codice Fiscale`: 会社の会計コード;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:46 msgid ":guilabel:`Tax System`: the tax system under which the company falls;" -msgstr "" +msgstr ":guilabel:`税システム`: 会社が該当する税システム;" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Company information to be provided" -msgstr "" +msgstr "提供するべき会社情報" #: ../../content/applications/finance/fiscal_localizations/italy.rst:52 msgid "Taxes configuration" -msgstr "" +msgstr "税設定" #: ../../content/applications/finance/fiscal_localizations/italy.rst:54 msgid "" @@ -35876,16 +35996,17 @@ msgid "" " such, taxes must be properly configured to generate invoices correctly and " "handle other billing use cases." msgstr "" +"多くの顧客請求書機能はOdooの税システムを使用して実装されています。そのため、顧客請求書を正しく作成し、その他の仕入先請求書を処理するためには、税金を適切に設定する必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:57 msgid "" "The **Italian** localization contains predefined **examples** of taxes for " "various purposes." -msgstr "" +msgstr "**イタリア**のローカライゼーションには、様々な目的のための事前定義された税の**例**が含まれています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:62 msgid "Tax exemption" -msgstr "" +msgstr "免税" #: ../../content/applications/finance/fiscal_localizations/italy.rst:64 msgid "" @@ -35894,6 +36015,8 @@ msgid "" " (Natura)` and :guilabel:`Law Reference` that justify the exemption operated" " on an invoice line." msgstr "" +"販売税が**0%** (0%)の場合、イタリア当局により、顧客請求書に記載された :guilabel:`免税の種類(Natura)`と " +":guilabel:`免税の根拠となる法律参照`を正確に記録することが義務付けられています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:69 msgid "" @@ -35902,10 +36025,12 @@ msgid "" "--> Taxes`. Exports are exempt from VAT, and therefore, they require " ":guilabel:`Exoneration` kind and :guilabel:`Law Reference` filled in." msgstr "" +"EUの輸出税を参照することができます(`0% EU`、顧客請求書ラベル `00eu`)。これは :menuselection:`会計 --> 設定 " +"--> 税` にあります。輸出はVATが免除されるため、 :guilabel:`免税` の種類と :guilabel:`法参照` の記入が必要です。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Tax Exemption Settings" -msgstr "" +msgstr "免税設定" #: ../../content/applications/finance/fiscal_localizations/italy.rst:77 msgid "" @@ -35913,6 +36038,8 @@ msgid "" "Reference` codes. Make sure you check the latest version available to get " "the latest information on:" msgstr "" +"多くの :guilabel:`免税の種類 (Natura)` や :guilabel:`法参照` " +"コードがあります。最新の情報を入手するために、利用可能な最新バージョンを確認して下さい:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:80 msgid "" @@ -35920,6 +36047,8 @@ msgid "" "`_" msgstr "" +"`イタリア政府ドキュメント `_" #: ../../content/applications/finance/fiscal_localizations/italy.rst:81 msgid "" @@ -35927,6 +36056,9 @@ msgid "" "`_" msgstr "" +"`免税の公式ガイド " +"`_" #: ../../content/applications/finance/fiscal_localizations/italy.rst:84 msgid "" @@ -35936,16 +36068,21 @@ msgid "" ":guilabel:`Advanced Options` tab, add the :guilabel:`Exoneration` and " ":guilabel:`Law Reference`. To confirm click on :guilabel:`Save`." msgstr "" +"別の種類の免除を使用する必要がある場合は、 :menuselection:`会計 --> 設定 --> " +"税`に進み、類似の税金を選択し、歯車のアイコンをクリックして :guilabel:`複製` " +"を選択します。:guilabel:`高度なオプション`タブで、:guilabel:`免除`と:guilabel:`法参照`を追加します。確認するには " +":guilabel:`保存` をクリックします。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:90 msgid "" "**Rename** your taxes in the :guilabel:`Name` field according to their " ":guilabel:`Exoneration` to differentiate them easily." msgstr "" +":guilabel:`名前`フィールドにある税金を、 :guilabel:`免除`に従って**名前**を変更することで、簡単に区別することができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:96 msgid "Reverse charge" -msgstr "" +msgstr "リバースチャージ" #: ../../content/applications/finance/fiscal_localizations/italy.rst:98 msgid "" @@ -35954,20 +36091,22 @@ msgid "" "*themselves* to the :abbr:`AdE (Agenzia delle Entrate)` instead. There are " "different types:" msgstr "" +"**リバースチャージ**方式とは、VATの納税義務をサプライヤーから顧客に移行させるVAT規則です。顧客は、VATを自ら(代わりに)`AdE " +"(Agenzia delle Entrate)`に支払います。様々なタイプがあります:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":guilabel:`Internal Reverse Charge` (for domestic sales)" -msgstr "" +msgstr ":guilabel:`内部リバースチャージ` (国内販売用)" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" "The VAT responsibility is shifted to the buyer for certain categories of " "products and services." -msgstr "" +msgstr "特定のカテゴリのプロダクトやサービスについては、VATの責任は購買者に移ります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":guilabel:`External Reverse Charge` (for intra-EU sales)" -msgstr "" +msgstr ":guilabel:`外部リバースチャージ` (EU域内販売用)" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" @@ -35976,6 +36115,7 @@ msgid "" " EU offers a mechanism that allows the seller to transfer his responsibility" " to the buyer." msgstr "" +"VATは、引渡しを受けた国またはサービスを提供した国で課されます。購買者自身がイタリアの企業である場合、EUは販売者の責任を購買者に転送できる仕組を提供しています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:110 #: ../../content/applications/finance/fiscal_localizations/italy.rst:505 @@ -35992,18 +36132,25 @@ msgid "" "assigned to each reverse-charged invoice lines, representing the most " "commonly used configurations." msgstr "" +"**リバースチャージされた**顧客請求書にはVAT金額は表示されませんが、:abbr:`AdE (Agenzia delle " +"Entrate)`は、リバースチャージ方式を有効にするために、販売者が :guilabel:`免税`理由と " +":guilabel:`法参照`を指定する必要があります。Odooではリバースチャージされた顧客請求書明細に割当て可能な0%の特別税を提供しており、これが最もよく使われる設定です。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:121 msgid "" "Italian companies subjected to Reverse Charge must send the information in " "the bill received to the :abbr:`AdE (Agenzia delle Entrate)`." msgstr "" +"リバースチャージの対象となるイタリアの企業は、受取った仕入先請求書に記載されている情報を、AdE (Agenzia delle " +"Entrate)`に送らなければなりません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:125 msgid "" "Self-reported VAT XML files must be issued and sent to the :abbr:`AdE " "(Agenzia Delle Entrate)` for reverse charged bills." msgstr "" +"仕入先請求書については、自己申告VAT XMLファイルを発行し、:abbr:`AdE (Agenzia Delle " +"Entrate)`に送付する必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:128 msgid "" @@ -36014,10 +36161,13 @@ msgid "" " among others. Due to the automated configuration of the Italian fiscal " "position, these are automatically activated in the tax list." msgstr "" +"仕入先請求書を作成する際、**リバースチャージ**税を :guilabel:`税` フィールドに追加することができます。どの税が有効化されているかは " +":menuselection:`会計 --> 設定 --> 税` " +"に行き、確認することができます。10%の商品税と22%のサービス税などが有効化されていることがわかります。イタリア会計ポジションの自動設定により、これらは自動的に税リストで有効化されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:137 msgid "Tax grids" -msgstr "" +msgstr "税グリッド" #: ../../content/applications/finance/fiscal_localizations/italy.rst:139 msgid "" @@ -36026,14 +36176,17 @@ msgid "" "identifiable by the :ref:`VJ ` tag, and can be found by going " "to :menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`." msgstr "" +"イタリアローカライゼーションでは、**リバースチャージ**税のために特定の :ref:`税グリッド ` " +"セクションがあります。これらの税グリッドは :ref:`VJ ` タグで識別することができ、 " +":menuselection:`会計 --> レポーティング --> 監査レポート: 税レポート`で見つけることができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Reverse charge tax grid from the VJ section of the Tax Declaration" -msgstr "" +msgstr "納税申告書のVJセクションにあるリバースチャージ税額グリッド" #: ../../content/applications/finance/fiscal_localizations/italy.rst:149 msgid "E-invoicing" -msgstr "" +msgstr "電子請求" #: ../../content/applications/finance/fiscal_localizations/italy.rst:151 msgid "" @@ -36044,6 +36197,10 @@ msgid "" "Interchange)` format called **FatturaPA** and formally validated by the " "system before being delivered." msgstr "" +" :abbr:`SdI (Sistema di Interscambio)`は、イタリアで使用されている :doc:`電子請求 " +"<../accounting/customer_invoices/electronic_invoicing>` " +"システムです。顧客との電子請求書の送受信が可能です。ドキュメントは**FatturaPA**と呼ばれるXML :abbr:`EDI " +"(電子データ交換)`フォーマットでなければなりません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:157 msgid "" @@ -36053,22 +36210,26 @@ msgid "" " :guilabel:`Destination Code` on the :abbr:`AdE (Agenzia Delle Entrate)` " "portal." msgstr "" +"顧客請求書や通知を受け取るには、 :abbr:`SdI (Sistema di Interscambio)` " +"サービスに、ユーザのファイルをOdooに送信し、ユーザに代わって処理する必要があることを通知する必要があります。そのためには、 :abbr:`AdE " +"(Agenzia Delle Entrate)`ポータル上でOdooの :guilabel:`宛先コード` を設定する必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:162 msgid "" "Go to `Italian authorities portal " "`_ and authenticate;" msgstr "" +" `イタリア政府ポータル `_ に行き認証します;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:164 msgid "Go to section :menuselection:`Fatture e Corrispettivi`;" -msgstr "" +msgstr " :menuselection:`Fatture e Corrispettivi` セクションに行きます;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:165 msgid "" "Set the user as Legal Party for the VAT number you wish to configure the " "electronic address;" -msgstr "" +msgstr "電子住所を設定したいVAT番号の法定当事者としてユーザを設定します;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:166 msgid "" @@ -36077,10 +36238,13 @@ msgid "" "elettroniche`, insert Odoo's :guilabel:`Destination Code` `K95IV18`, and " "confirm." msgstr "" +" :menuselection:`Servizi Disponibili --> Fatturazione Elettronica --> " +"Registrazione dell’indirizzo telematico dove ricevere tutte le fatture " +"elettroniche`で、Odooの :guilabel:`宛先コード` `K95IV18`を入力し、確認します。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:171 msgid "EDI Mode and authorization" -msgstr "" +msgstr "EDIモードと認証" #: ../../content/applications/finance/fiscal_localizations/italy.rst:173 msgid "" @@ -36090,14 +36254,17 @@ msgid "" "go to :menuselection:`Accounting --> Configuration --> Settings --> " "Electronic Document Invoicing`." msgstr "" +"ファイルはOdooのサーバを経由してから:abbr:`SdI (Sistema di " +"Interscambio)`に送信されるか、データベースで受信されるため、Odooがデータベースからファイルを処理することを許可する必要があります。そのためには" +" :menuselection:`会計 --> 設定 --> 管理設定 --> 電子ドキュメント請求` にアクセスして下さい。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:178 msgid "There are three modes available:" -msgstr "" +msgstr "3つのモードが利用可能です:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":guilabel:`Demo`" -msgstr "" +msgstr ":guilabel:`デモ`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" @@ -36105,10 +36272,12 @@ msgid "" "government. In this mode, invoices need to be *manually* downloaded as XML " "files and uploaded to the :abbr:`AdE (Agenzia delle Entrate)`'s website." msgstr "" +"このモードでは、顧客請求書を政府に送付する環境をシミュレートします。このモードでは、顧客請求書をXMLファイルとして*手動で*ダウンロードし、:abbr:`AdE" +" (Agenzia delle Entrate)`のウェブサイトにアップロードする必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":guilabel:`Test (experimental)`" -msgstr "" +msgstr ":guilabel:`テスト (試験的)`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" @@ -36116,16 +36285,18 @@ msgid "" "available by the :abbr:`AdE (Agenzia delle Entrate)`. Saving this change " "directs all companies on the database to use this configuration." msgstr "" +"このモードでは、:abbr:`AdE (Agenzia delle " +"Entrate)`が提供する非本番(つまりテスト)サービスに顧客請求書を送信します。この変更を保存すると、データベース上の全ての会社がこの設定を使用するようになります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":guilabel:`Official`" -msgstr "" +msgstr ":guilabel:`公式`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" "This is a production mode that sends your invoices directly to the " ":abbr:`AdE (Agenzia delle Entrate)`." -msgstr "" +msgstr "これは、顧客請求書を直接 :abbr:`AdE (Agenzia delle Entrate)`に送信する本番モードです。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:192 msgid "" @@ -36133,6 +36304,7 @@ msgid "" "ticking :guilabel:`Allow Odoo to process invoices`, and then " ":guilabel:`Save`. You can now record your transactions in Odoo Accounting." msgstr "" +"モードを選択したら、:guilabel:`Odooに顧客請求書を処理を許可する`にチェックを入れて**取引条件**に同意し、:guilabel:`保存`して下さい。これでOdoo会計で取引を記録することができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:197 msgid "" @@ -36141,6 +36313,9 @@ msgid "" "possible to select :guilabel:`Test (experimental)` or :guilabel:`Demo`. We " "recommend creating a **separate database** for testing purposes only." msgstr "" +":guilabel:`テスト (試験的)` または :guilabel:`公式`のどちらかを選択すると、**元に戻すことはできません**。例えば、一旦 " +":guilabel:`公式` モードに入ると、 :guilabel:`テスト(試験的)` や :guilabel:`デモ` " +"を選択することはできません。テスト目的でのみ、**別のデータベース**を作成することをお勧めします。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:203 msgid "" @@ -36150,10 +36325,14 @@ msgid "" "`X9XX79Z`. Any real production :guilabel:`Codice Destinario` of your " "customers will not be recognized as valid by the test service." msgstr "" +":guilabel:`テスト(試験的)'モードでは、送信される全ての請求書の取引先は、:abbr:`AdE (Agenzia Delle " +"Entrate)`によって指定された以下の偽の:guilabel:`宛先コード`のいずれかを使用しなければなりません: `0803HR0` - " +"`N8MIMM9` - `X9XX79Z`。顧客の実際のプロダクト :guilabel:`Codice Destinario` " +"は、テストサービスでは検証済と認識されません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Electronic document invoicing settings" -msgstr "" +msgstr "電子ドキュメント請求設定" #: ../../content/applications/finance/fiscal_localizations/italy.rst:214 #: ../../content/applications/finance/fiscal_localizations/italy.rst:587 @@ -36167,20 +36346,24 @@ msgid "" "documents in XML format between companies and the :abbr:`AdE (Agenzia delle " "Entrate)` to reduce errors and verify the correctness of operations." msgstr "" +"イタリア用 :abbr:`SdI (Sistema di Interscambio)` " +"への顧客請求書の提出は、ミスを減らし、オペレーションの正確性を確認するために、XML形式の税ドキュメントを会社と :abbr:`AdE (Agenzia" +" delle Entrate)`間で強制的に送信するための電子プロセスです。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:221 msgid "" "You can check the current status of an invoice by the :guilabel:`SdI State` " "field. The XML file is attached to the invoice." msgstr "" +":guilabel:`SdIステータス`フィールドで顧客請求書の現在のステータスを確認することができます。XMLファイルは顧客請求書に添付されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "EDI system architecture" -msgstr "" +msgstr "EDIシステム構築" #: ../../content/applications/finance/fiscal_localizations/italy.rst:228 msgid "XML Documents creation" -msgstr "" +msgstr "XMLドキュメント作成" #: ../../content/applications/finance/fiscal_localizations/italy.rst:230 msgid "" @@ -36189,33 +36372,36 @@ msgid "" " the invoices needed are selected, go to :guilabel:`Action` and click on " ":guilabel:`Send and Print`." msgstr "" +"Odooは顧客請求書の添付ファイルとして、:abbr:`AdE (Agenzia delle " +"Entrate)`が要求する`FatturaPA`形式のXMLファイルを生成します。必要な顧客請求書を選択したら、:guilabel:`アクション`に移動し、:guilabel:`送信して印刷`をクリックします。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Send and Print menu" -msgstr "" +msgstr "送信と印刷メニュー" #: ../../content/applications/finance/fiscal_localizations/italy.rst:237 msgid "" "When the pop-up window opens there is a selection of actions that can be " "taken. :guilabel:`Generate XML File` generates the attachments." msgstr "" +"ポップアップウィンドウが開くと、実行可能なアクションが選択できます。:guilabel:`XMLファイルを生成` は添付ファイルを生成します。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Send and Print dialog" -msgstr "" +msgstr "送信と印刷ダイアログ" #: ../../content/applications/finance/fiscal_localizations/italy.rst:243 msgid "" "The XML file as well as the PDF once can be found attached to the invoice." -msgstr "" +msgstr "XMLファイルおよびPDFファイルは、顧客請求書に添付されています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "EDI Attachments" -msgstr "" +msgstr "EDI添付" #: ../../content/applications/finance/fiscal_localizations/italy.rst:249 msgid "Submission to SDI" -msgstr "" +msgstr "SDIへの送信" #: ../../content/applications/finance/fiscal_localizations/italy.rst:251 msgid "" @@ -36226,10 +36412,14 @@ msgid "" "invoice through the :guilabel:`Check Sending` button at the top of the " "invoice's view." msgstr "" +":guilabel:`送信と印刷`ダイアログの :guilabel:`税務署へ送付` オプションは、添付ファイルを " +":guilabel:`プロキシサーバ` に送信します。 :guilabel:`プロキシサーバ` " +"は全てのリクエストを収集し、ウェブサービスチャネルを経由して :abbr:`SdI (Sistema di Intercambio)` " +"に転送します。顧客請求書の送信ステータスは、請求書ビューの上部にある :guilabel:`送信確認` ボタンで確認できます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:257 msgid "Processing by SDI" -msgstr "" +msgstr "SDIにより処理中" #: ../../content/applications/finance/fiscal_localizations/italy.rst:259 msgid "" @@ -36241,14 +36431,18 @@ msgid "" "ranging from a few seconds up to a day, depending on the queue of invoices " "sent throughout Italy." msgstr "" +":abbr:`SdI (Sistema di Interscambio)`はドキュメントを受け取り、エラーがないか確認します。この段階で顧客請求書は " +":guilabel:`SdI処理中` 状態となり、請求書に表示されます。請求書には :guilabel:`FatturaPA取引` 番号も割当てられ、 " +":guilabel:`電子請求` " +"タブに表示されます。確認にかかる時間は、イタリア全土に送信される顧客請求書の待ち行列によって、数秒から1日の範囲で変動します。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "Check Sending button and Sdi Processing state" -msgstr "" +msgstr "送信ボタンとSdi処理ステータスを確認する" #: ../../content/applications/finance/fiscal_localizations/italy.rst:269 msgid "Acceptance" -msgstr "" +msgstr "検収" #: ../../content/applications/finance/fiscal_localizations/italy.rst:271 msgid "" @@ -36257,6 +36451,9 @@ msgid "" "in :guilabel:`Substitute Storage (Conservazione Sostitutiva)` if explicitly " "requested on the Agency's portal." msgstr "" +"ドキュメントが有効である場合、そのドキュメントは :abbr:`AdE (Agenzia delle " +"Entrate)`によって記録され、会計的に有効とみなされます。これにより、代理店のポータルで明示的に要求された場合、:guilabel:`代理ストレージ" +" (Conservazione Sostitutiva)`にアーカイブされます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:276 msgid "" @@ -36265,6 +36462,9 @@ msgid "" "requirements. Other providers and :abbr:`AdE (Agenzia delle Entrate)` supply" " free and certified storage to meet the specifications requested by law." msgstr "" +"Odooは`Conservazione Sostitutiva " +"`_の要件を提供していません。他のプロバイダや:abbr:`AdE" +" (Agenzia delle Entrate)`は、法律で要求された仕様を満たす認証済のストレージを無料で提供しています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:281 msgid "" @@ -36276,10 +36476,15 @@ msgid "" "unsuccessful, this process can take up to three days. The invoice status is " ":guilabel:`Accepted by SDI, Forwarding to Partner`." msgstr "" +":abbr:`SdI (Sistema di Interscambio)` :guilabel:`宛先コード` は、`PEC` " +"のメールアドレスであろうと、ERPのウェブサービスチャネル用の :abbr:`SdI (Sistema di Interscambio)` " +":guilabel:`宛先コード` " +"であろうと、提供されたアドレスの顧客に請求書を転送しようとします。12時間ごとに最大6回の試行が行われるため、失敗した場合でもこの処理には3日かかることがあります。顧客請求書のステータスは" +" :guilabel:`SDIが受理、取引先に転送中` です。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:288 msgid "Possible Rejection" -msgstr "" +msgstr "却下の可能性" #: ../../content/applications/finance/fiscal_localizations/italy.rst:290 msgid "" @@ -36291,6 +36496,10 @@ msgid "" " invoice to :guilabel:`Draft`, and fix the errors. Once the invoice is " "ready, it can be resent." msgstr "" +":abbr:`SdI (Sistema di Interscambio)`はコンパイルに不正確な点を見つけるかもしれません。この場合、顧客請求書は " +":guilabel:`SDI却下済` 状態になります。顧客請求書タブの上部に :abbr:`SdI (Sistema di " +"Interscambio)`の指摘事項が挿入されます。この問題を解決するには、顧客請求書の添付ファイルを削除し、請求書を " +":guilabel:`ドラフト` に戻し、エラーを修正すれば十分です。顧客請求書の準備ができたら、再送信することができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:297 msgid "" @@ -36298,14 +36507,15 @@ msgid "" "deleted, so that they are then regenerated together. This ensures that both " "always contain the same data." msgstr "" +"XMLを再生成するには、XML添付ファイルとPDFレポートの両方を削除して、一緒に再生成する必要があります。これにより、両者には常に同じデータが含まれるようになります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst-1 msgid "EDI Rejected State" -msgstr "" +msgstr "EDI却下済ステータス" #: ../../content/applications/finance/fiscal_localizations/italy.rst:304 msgid "Forwarding Completed" -msgstr "" +msgstr "転送完了" #: ../../content/applications/finance/fiscal_localizations/italy.rst:306 msgid "" @@ -36313,6 +36523,8 @@ msgid "" "a copy to the customer in PDF via email or post. Its status is " ":guilabel:`Accepted by SDI, Delivered to Partner`." msgstr "" +"顧客請求書は顧客に配信済ですが、電子メールまたは郵送でPDFのコピーを顧客に送信できます。ステータスは " +":guilabel:`SDI受理済、取引先送付済` です。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:309 msgid "" @@ -36322,10 +36534,14 @@ msgid "" " by mail. The invoice is then in the :guilabel:`Accepted by SDI, Partner " "Delivery Failed` state." msgstr "" +"もし :abbr:`SdI (Sistema di Interscambio)`から連絡先が得られない場合、 :abbr:`AdE (Agenzia " +"delle " +"Entrate)`ポータルに登録されていない可能性があります。この場合、PDFの顧客請求書をEメールまたは郵送でお送り下さい。この場合、顧客請求書は " +":guilabel:`SDI受理済, 取引先送付失敗` の状態になります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:315 msgid "Tax Integration" -msgstr "" +msgstr "税統合" #: ../../content/applications/finance/fiscal_localizations/italy.rst:317 msgid "" @@ -36335,24 +36551,28 @@ msgid "" ":abbr:`SdI (Sistema di Interscambio)`. It happens when a transaction that " "was tax exempt becomes taxable for any reason." msgstr "" +"仕入先請求書を :abbr:`SdI (Sistema di " +"Interscambio)`から、または紙から、あるいはインポートしたXMLファイルから受取った場合、税務署は :abbr:`SdI (Sistema " +"di " +"Interscambio)`にいくつかの税務情報の統合を送り返すよう要求することがあります。これは、非課税であった取引が何らかの理由で課税対象となった場合に起こります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:323 msgid "Here is a non-exhaustive list:" -msgstr "" +msgstr "以下リストから、その一部を確認して下さい:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":ref:`italy/reverse-charge`" -msgstr "" +msgstr ":ref:`italy/reverse-charge`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" "As a buyer, you have to pay taxes on what you buy and integrate tax " "information. :guilabel:`Reverse Charge` taxes." -msgstr "" +msgstr "購買者として、購買したものに対して税を払い、税情報を統合する必要があります。:guilabel:`リバースチャージ` 税。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":ref:`italy/split-payment`" -msgstr "" +msgstr ":ref:`italy/split-payment`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" @@ -36361,10 +36581,13 @@ msgid "" ":guilabel:`0% Sale Taxes` on the vendor bill you received with the correct " ":guilabel:`Split Payment` taxes." msgstr "" +":abbr:`PA (Public Administration: " +"行政)`ビジネスの購買者として、税を支払い、税情報を統合する必要があります。受け取った仕入先請求書の :guilabel:`0% 販売税` を正しい " +":guilabel:`分割払` の税に置換えて下さい。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid ":guilabel:`Self Consumption`" -msgstr "" +msgstr ":guilabel:`自己消費`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "" @@ -36372,6 +36595,7 @@ msgid "" " personal reasons instead, you have to pay those taxes you originally " "deducted as a business cost for it." msgstr "" +"ビジネスオーナーとして、ビジネスのために購入した資産を個人的な理由で使用する場合、本来ビジネスコストとして控除した税金を支払なければなりません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:336 msgid "" @@ -36379,6 +36603,8 @@ msgid "" "type that needs tax integration, as detailed in the :ref:`italy/document-" "types` section." msgstr "" +"Odooは仕入先請求書が、:ref:`italy/document-" +"types`セクションで詳しく説明されているように、税の統合が必要なタイプのドキュメントとして解釈される可能性があることを検知することがあります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:340 msgid "" @@ -36387,6 +36613,8 @@ msgid "" " delle Entrate)`. A button then appears on the top of the single vendor bill" " form to send them." msgstr "" +"受取った仕入先請求書の :guilabel:`0%販売税` を :abbr:`AdE (Agenzia delle " +"Entrate)`に支払うべきものと必ず置換えて下さい。すると、仕入先請求書フォームの上部に送信ボタンが表示されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:344 msgid "" @@ -36394,15 +36622,17 @@ msgid "" " the appropriate :guilabel:`Document Type` is generated, attached to the " "bill, and sent as for invoices." msgstr "" +"guilabel:`税統合を送信` ボタンをクリックすると、適切な :guilabel:`ドキュメントタイプ` の " +"XMLファイルが生成され、仕入先請求書に添付され、顧客請求書と同様に送信されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:0 msgid "EDI Send Tax Integration button" -msgstr "" +msgstr "EDI税統合送信ボタン" #: ../../content/applications/finance/fiscal_localizations/italy.rst:353 #: ../../content/applications/finance/fiscal_localizations/peru.rst:286 msgid "Document Types" -msgstr "" +msgstr "ドキュメントタイプ" #: ../../content/applications/finance/fiscal_localizations/italy.rst:355 msgid "" @@ -36410,16 +36640,18 @@ msgid "" "customer invoices and other documents through the :abbr:`EDI (Electronic " "Data Interchange)`." msgstr "" +":abbr:`SdI (Sistema di Interscambio)`は、企業が顧客請求書やその他のドキュメントを :abbr:`EDI " +"(Electronic Data Interchange)`を通じて送信することを義務付けています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:358 msgid "" "The following :guilabel:`Document Type` codes all technically identify " "different business use cases." -msgstr "" +msgstr "以下の :guilabel:`ドキュメントタイプ` コードは全て技術的に異なるビジネスユースケースを識別するものです。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:361 msgid "TD01 - Invoices" -msgstr "" +msgstr "TD01 - 顧客請求書" #: ../../content/applications/finance/fiscal_localizations/italy.rst:363 msgid "" @@ -36428,10 +36660,13 @@ msgid "" "that doesn't fall into one of the specific special cases is categorized as a" " regular invoice, identified by the :guilabel:`Document Type` `TD01`." msgstr "" +"これは :abbr:`SdI (Sistema di " +"Interscambio)`を通じて交換される全ての顧客請求書の標準的な**国内**シナリオを表しています。特定の特別なケースに該当しない顧客請求書は通常の請求書に分類され、" +" :guilabel:`ドキュメントタイプ` `TD01`で識別されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:368 msgid "TD02 - Down payments" -msgstr "" +msgstr "TD02 - 前受金" #: ../../content/applications/finance/fiscal_localizations/italy.rst:370 msgid "" @@ -36439,24 +36674,26 @@ msgid "" ":guilabel:`Document Type` code `TDO2` than regular invoices. Upon import of " "the invoice, a regular vendor bill is created." msgstr "" +"**前受金**請求書は通常の請求書とは異なる :guilabel:`ドキュメントタイプ` コード `TDO2` " +"でインポート/エクスポートされます。顧客請求書をインポートすると、通常の仕入先請求書が作成されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:373 msgid "" "Odoo exports transactions as `TD02` if the following conditions are met:" -msgstr "" +msgstr "以下の条件を満たす場合、Odooは取引を`TD02`としてエクスポートします:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:375 #: ../../content/applications/finance/fiscal_localizations/italy.rst:497 msgid "It is an invoice;" -msgstr "" +msgstr "顧客請求書である;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:376 msgid "All invoice lines are related to down payment sales order lines." -msgstr "" +msgstr "全ての顧客請求書は、前受金販売オーダ明細と関連しています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:379 msgid "TD04 - Credit notes" -msgstr "" +msgstr "TD04 - クレジットノート" #: ../../content/applications/finance/fiscal_localizations/italy.rst:381 msgid "" @@ -36467,10 +36704,13 @@ msgid "" "the :abbr:`SdI (Sistema di Interscambio)`, their :guilabel:`Document Type` " "`TD04`" msgstr "" +"それは、**国内**の顧客に対して発行される全ての**クレジットノート**の標準的なシナリオであり、例えば過剰請求、誤った商品、過払などの場合に、販売者が以前に発行した請求書を減額または取消することを正式に認める必要がある場合に使用されます。顧客請求書と同様に、" +" :abbr:`SdI (Sistema di Interscambio)`、 :guilabel:`ドキュメントタイプ` " +"`TD04`に送信する必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:387 msgid "TD07, TD08, TD09 - Simplified Invoicing" -msgstr "" +msgstr "TD07, TD08, TD09 - 簡易顧客請求" #: ../../content/applications/finance/fiscal_localizations/italy.rst:389 msgid "" @@ -36479,20 +36719,21 @@ msgid "" "included). Its status is the same as that of a regular invoice, but with " "fewer information requirements." msgstr "" +"簡易顧客請求書(`TD07`)、クレジットノート(`TD08`)、デビットノート(`TD09`)は、400EUR(VAT込)未満の国内取引の証明に使用できます。そのステータスは通常の顧客請求書と同じですが、必要な情報が少なくなっています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:393 msgid "For a simplified invoice to be established, it must include:" -msgstr "" +msgstr "簡易請求書が成立するためには、以下を含む必要があります:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:395 msgid "" ":guilabel:`Customer Invoice` reference: **unique** numbering sequence with " "**no gaps**;" -msgstr "" +msgstr ":guilabel:`顧客請求書`参照: **ギャップなし**、**一意の**番号付けシーケンス;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:396 msgid ":guilabel:`Invoice Date`: issue **date** of the invoice;" -msgstr "" +msgstr ":guilabel:`顧客請求書日付`: 顧客請求書の発行 **日付** ;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:397 msgid "" @@ -36500,24 +36741,26 @@ msgid "" " name, full address) under :menuselection:`General Settings --> Companies " "(section)`;" msgstr "" +":guilabel:`会社情報`: the **販売者**'の全認証情報 (VAT/TIN 番号、名前、全住所) " +":menuselection:`一般設定 --> 会社 (セクション)`のより;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:399 msgid ":guilabel:`VAT`: the **buyer**'s VAT/TIN number (on the partner form);" -msgstr "" +msgstr ":guilabel:`VAT`: **購買者**のVAT/TIN番号 (取引先フォーム);" #: ../../content/applications/finance/fiscal_localizations/italy.rst:400 msgid ":guilabel:`Total`: the total **amount** (VAT included) of the invoice." -msgstr "" +msgstr ":guilabel:`合計`: 顧客請求書の合計**金額** (VAT込)" #: ../../content/applications/finance/fiscal_localizations/italy.rst:402 msgid "" "In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as " "simplified if:" -msgstr "" +msgstr " :abbr:`EDI (電子データ交換)`でOdooは以下の場合、顧客請求書を簡易化してエクスポートします:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:404 msgid "It is a domestic transaction (i.e., the partner is from Italy);" -msgstr "" +msgstr "これは国内取引ですつまり(取引先はイタリアから);" #: ../../content/applications/finance/fiscal_localizations/italy.rst:405 msgid "" @@ -36525,16 +36768,18 @@ msgid "" ":guilabel:`Codice Fiscale`, :guilabel:`Fiscal Regime`, and full **address**)" " are provided;" msgstr "" +"会社の**必須フィールド**(:guilabel:`VAT番号`または :guilabel:`Codice Fiscale`、 " +":guilabel:`会計制度`、および完全な**住所**)が提供されます;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:407 msgid "" "The partner's address is not fully specified (i.e., it misses the City or " "the ZipCode);" -msgstr "" +msgstr "取引先の住所が不完全です(都市や郵便番号の抜けなど);" #: ../../content/applications/finance/fiscal_localizations/italy.rst:408 msgid "The total amount of VAT included is **less** than **400 EUR**." -msgstr "" +msgstr "VAT込の合計金額が**400ユーロ****以下**であること。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:411 msgid "" @@ -36543,10 +36788,12 @@ msgid "" "`_. We " "advise you to check the current official value." msgstr "" +"400ユーロの基準額は、 `2019年5月10日付のGazzetta " +"Ufficiale紙に掲載された政令`_で定められています。現在の公式値を確認することをお勧めします。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:416 msgid "TD16 - Internal Reverse Charge" -msgstr "" +msgstr "TD16 - 内部リバースチャージ" #: ../../content/applications/finance/fiscal_localizations/italy.rst:418 msgid "" @@ -36554,6 +36801,8 @@ msgid "" ":ref:`italy/reverse-charge`) are exported as `TD16` if the following " "conditions are met:" msgstr "" +"内部リバースチャージ取引(:ref:`イタリア/免税` および :ref:`イタリア/リバースチャージ` を参照)は、以下の条件を満たす場合に " +"`TD16` としてエクスポートされます:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:421 #: ../../content/applications/finance/fiscal_localizations/italy.rst:438 @@ -36561,7 +36810,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:470 #: ../../content/applications/finance/fiscal_localizations/italy.rst:526 msgid "It is a vendor bill;" -msgstr "" +msgstr "これは仕入先請求書です;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:422 msgid "" @@ -36569,10 +36818,12 @@ msgid "" ":ref:`tax grids `: `VJ6`, `VJ7`, `VJ8`, `VJ12`, `VJ13`, `VJ14`," " `VJ15`, `VJ16`, `VJ17`" msgstr "" +"以下のうち1つを対象とする顧客請求書明細に少なくとも**1つの税**があります :ref:`税グリッド `: `VJ6`, " +"`VJ7`, `VJ8`, `VJ12`, `VJ13`, `VJ14`, `VJ15`, `VJ16`, `VJ17`" #: ../../content/applications/finance/fiscal_localizations/italy.rst:426 msgid "TD17 - Buying services from abroad" -msgstr "" +msgstr "TD17 - 海外からサービスを購入" #: ../../content/applications/finance/fiscal_localizations/italy.rst:428 msgid "" @@ -36580,108 +36831,117 @@ msgid "" "*seller* invoices a service with a **VAT-excluded** price, as it is not " "taxable in Italy. The VAT is paid by the *buyer* in Italy." msgstr "" +"サービス**を**EU**および**EU外**諸国から購入する場合、海外の*販売者*は、イタリアでは課税されないため、**VAT除外**価格で顧客請求書を発行します。VAT" +" はイタリア国内の *購買者* が支払います。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:432 msgid "" "Within the EU: the *buyer* integrates the invoice received with the **VAT " "information** due in Italy (i.e., **vendor bill tax integration**);" -msgstr "" +msgstr "EU内: *購買者*は、受取った顧客請求書とイタリアでの**VAT情報**を統合します(つまり、**仕入先請求書税統合**);" #: ../../content/applications/finance/fiscal_localizations/italy.rst:434 msgid "" "Non-EU: the *buyer* sends themselves an invoice (i.e., **self-billing**)." -msgstr "" +msgstr "EU外: *購買者*が自分自身に顧客請求書を送ります(つまり、**セルフビリング**）。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:436 msgid "" "Odoo exports a transaction as `TD17` if the following conditions are met:" -msgstr "" +msgstr "Odooは以下の条件を満たす場合、取引を`TD17`としてエクスポートします: " #: ../../content/applications/finance/fiscal_localizations/italy.rst:439 msgid "" "It has at least **one tax** on the invoice lines that targets the tax grid " ":ref:`VJ3 `;" msgstr "" +"顧客請求書明細に少なくとも**1つの税金**があり、その税グリッド :ref:`VJ3 ` を対象としています; " #: ../../content/applications/finance/fiscal_localizations/italy.rst:441 msgid "" "All invoice lines either have :guilabel:`Services` as **products**, or a tax" " with the :guilabel:`Services` as **tax scope**." msgstr "" +"全ての顧客請求書は :guilabel:`サービス` を **プロダクト** として持っているか、または :guilabel:`サービス` を " +"**課税範囲** として持っています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:445 msgid "TD18 - Buying goods from EU" -msgstr "" +msgstr "TD18 - EUから商品を購入" #: ../../content/applications/finance/fiscal_localizations/italy.rst:447 msgid "" "Invoices issued within the EU follow a **standard format**, therefore only " "an integration of the existing invoice is required." -msgstr "" +msgstr "EU内で発行される顧客請求書は**標準フォーマット**に従っているため、既存の請求書を統合するだけです。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:450 msgid "" "Odoo exports a transaction as `TD18` if the following conditions are met:" -msgstr "" +msgstr "以下の条件を満たす場合、Odooは取引を`TD18`としてエクスポートします:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:453 msgid "The **partner** is from an **EU** country;" -msgstr "" +msgstr "**取引先**は**EU**諸国からです;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:454 msgid "" "It has at least one tax on the invoice lines that targets the tax grid " ":ref:`VJ9 `;" -msgstr "" +msgstr "顧客請求書の明細に少なくとも1つの税があり、その税は:ref:`VJ9 `を対象としています;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:455 msgid "" "All invoice lines either have :guilabel:`Consumable` as **products**, or a " "tax with :guilabel:`Goods` as **tax scope**." msgstr "" +"全ての顧客請求書は :guilabel:`消耗品` を **プロダクト** として持っているか、または :guilabel:`商品` を " +"**課税範囲** として持っています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:459 msgid "TD19 - Buying goods from VAT deposit" -msgstr "" +msgstr "TD19 - VATデポジットからの商品購入" #: ../../content/applications/finance/fiscal_localizations/italy.rst:461 msgid "" "Buying **goods** from a **foreign** vendor, but the **goods** are already in" " **Italy** in a **VAT deposit**." -msgstr "" +msgstr "**外国**の仕入先から**商品**を買いますが、**商品**は**VATデポジット**で既に**イタリア**にあります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:464 msgid "" "From the EU: the *buyer* integrates the invoice received with the **VAT " "information** due in Italy (i.e., **vendor bill tax integration**);" -msgstr "" +msgstr "EUから:*購買者*は、受取った顧客請求書とイタリアでの**VAT情報**を統合します(つまり、**仕入先請求書税統合**); " #: ../../content/applications/finance/fiscal_localizations/italy.rst:466 msgid "" "Non-EU: the *buyer* sends an invoice to *themselves* (i.e., **self-" "billing**)." -msgstr "" +msgstr "EU外: *購買者*は*自分*あてに顧客請求書を送信します (つまり**セルフビリング**)。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:468 msgid "" "Odoo exports a transaction as a `TD19` if the following conditions are met:" -msgstr "" +msgstr "Odooは以下の条件を満たす場合、取引を`TD19`としてエクスポートします:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:471 msgid "" "It has at least one tax on the invoice lines that targets the tax grid " ":ref:`VJ3 `;" -msgstr "" +msgstr "顧客請求書の明細に少なくとも1つの税があり、その税は:ref:`VJ3 `を対象としています;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:472 msgid "" "All invoice lines either have :guilabel:`Consumables` as products, or a tax " "with :guilabel:`Goods` as **tax scope**." msgstr "" +"全ての顧客請求書は :guilabel:`消耗品` をプロダクトとして持つか、または :guilabel:`商品` を **課税範囲** " +"として持つ税を持ちます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:476 msgid "TD24 - Deferred invoices" -msgstr "" +msgstr "TD24 - 繰延顧客請求書" #: ../../content/applications/finance/fiscal_localizations/italy.rst:478 msgid "" @@ -36690,6 +36950,7 @@ msgid "" "has to be issued at the latest within the **15th day** of the month " "following the delivery covered by the document." msgstr "" +"**繰延顧客請求書**とは、商品の販売やサービスの提供よりも**後に発行される**請求書のことです。**繰延顧客請求書**は、遅くともそのドキュメントに記載された納品の翌月**15日**以内に発行されなければなりません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:482 msgid "" @@ -36699,6 +36960,7 @@ msgid "" "the month** for accounting purposes. Deferred invoices are default for " "**wholesalers** having recurrent clients." msgstr "" +"通常、それは、その月に行われた複数の商品やサービスの販売リストが記載された**概要請求書**です。企業は、通常、会計目的のため、**月末**に発行される**1つの請求書**に販売を**グループ化**することができます。繰延顧客請求書は、**卸売業者**が定期的に顧客を持つ場合のデフォルトです。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:487 msgid "" @@ -36707,6 +36969,8 @@ msgid "" " deferred invoice **must** indicate the details of all the **DDTs** " "information for better tracing." msgstr "" +"商品が**運送会社**によって輸送される場合、各配送には関連する**Documento di Transporto " +"(DDT)**、または**運送ドキュメント**があります。繰延顧客請求書には、追跡を容易にするため、全ての**DDT**情報の詳細を記載する必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:492 msgid "" @@ -36714,21 +36978,23 @@ msgid "" ":ref:`module `. In this case, a dedicated :guilabel:`Document" " Type` `TD24` is used in the e-invoice." msgstr "" +"繰延請求書の電子請求には `l10n_it_stock_ddt` :ref:`module ` " +"が必要です。この場合、電子請求書では専用の :guilabel:`ドキュメントタイプ` `TD24` が使用されます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:495 msgid "" "Odoo exports transactions as `TD24` if the following conditions are met:" -msgstr "" +msgstr "以下の条件を満たす場合、Odooは取引を`TD24`としてエクスポートします:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:498 msgid "" "It is associated with deliveries whose **DDTs** have a **different** date " "than the issue date of the invoice." -msgstr "" +msgstr "**DDT**の日付が顧客請求書の発行日と**異なる**納品に関連付けられます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:502 msgid "TD28 - San Marino" -msgstr "" +msgstr "TD28 - サンマリノ" #: ../../content/applications/finance/fiscal_localizations/italy.rst:507 msgid "" @@ -36738,22 +37004,25 @@ msgid "" "`TD04`, `TD05`, `TD24`, `TD25`. Additional requirements are not enforced by " "Odoo. However, the user is requested by the **State** to:" msgstr "" +"サンマリノとイタリアは顧客請求業務に関する特別協定を結んでいます。そのため、**顧客請求書**は通常の**リバースチャージ**規則に従います。顧客請求書のタイプに応じて、適切な" +" :guilabel:`ドキュメントタイプ` を使用することができます: `TD01`, `TD04`, `TD05`, `TD24`, `TD25` " +"です。追加要件はOdooによって強制されるものではありません。ただし、ユーザは*政府**から要求されます:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:512 msgid "Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`;" -msgstr "" +msgstr ":guilabel:`免税種類`が`N3.3`に設定されている税を選択します;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:513 msgid "" "Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination" " Code` `2R4GT08`." -msgstr "" +msgstr "汎用 :abbr:`SdI (Sistema di Interscambio)` :guilabel:`宛先コード` `2R4GT08`。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:515 msgid "" "The invoice is then routed by a dedicated office in San Marino to the " "correct business." -msgstr "" +msgstr "顧客請求書は、サンマリノの専用オフィスから適切な企業に送られます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:518 msgid "Vendor Bills" @@ -36766,25 +37035,28 @@ msgid "" "indicating the e-invoice's :guilabel:`Document Type` field with the special " "value `TD28`." msgstr "" +"サンマリノから**紙の仕入先請求書**を受取った場合、イタリアの会社は、電子顧客請求書の :guilabel:`ドキュメントタイプ` " +"フィールドに特別な値 `TD28` を指定して、その顧客請求書を :abbr:`AdE (Agenzia delle " +"Entrate)`に提出しなければなりません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:524 msgid "" "Odoo exports a transaction as `TD28` if the following conditions are met:" -msgstr "" +msgstr "以下の条件を満たす場合、Odooは取引を`TD28`としてエクスポートします:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:527 msgid "" "It has at least one tax on the invoice lines that targets the tax grids " ":ref:`VJ `;" -msgstr "" +msgstr "顧客請求書の明細に少なくとも1つの税があり、その税は:ref:`VJ `を対象としています;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:528 msgid "The **country** of the partner is **San Marino**." -msgstr "" +msgstr "取引先の**国**は**サンマリノ**です。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:531 msgid "Public Administration Businesses (B2G)" -msgstr "" +msgstr "行政機関事業 (B2G)" #: ../../content/applications/finance/fiscal_localizations/italy.rst:533 msgid "" @@ -36794,6 +37066,8 @@ msgid "" " :ref:`regular one `, as :abbr:`PA (Public " "Administration)` businesses can **accept** or **refuse** invoices." msgstr "" +":abbr:`PA(行政機関)`事業は、納税者から預かった公的資金を扱うため、民間事業よりも厳しい管理下に置かれます。EDI(電子データ交換)`プロセスは、:ref:`通常のプロセス`にいくつかのステップを加えるもので、:abbr:`PA(行政機関)`事業は顧客請求書を**受理**または**拒否**することができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:539 msgid "" @@ -36802,6 +37076,8 @@ msgid "" "Ufficio)`, that is **mandatory**, **PEC** address cannot be used in this " "case." msgstr "" +":abbr:`PA (行政機関)`事業には6桁の長い :guilabel:`宛先コード` があり、これは :abbr:`CUU (Codice " +"Univoco Ufficio)`とも呼ばれ、**必須**です。この場合**PEC** アドレスは使用できません。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:544 msgid "" @@ -36810,28 +37086,34 @@ msgid "" "`_" msgstr "" +"`行政機関に属する企業の全リストと宛先コード " +"`_" #: ../../content/applications/finance/fiscal_localizations/italy.rst:548 msgid "CIG, CUP, DatiOrdineAcquisto" -msgstr "" +msgstr "CIG, CUP, DatiOrdineAcquisto" #: ../../content/applications/finance/fiscal_localizations/italy.rst:550 msgid "" "To ensure the effective traceability of payments by public administrations, " "electronic invoices issued to public administrations must contain:" msgstr "" +"行政機関による支払いの効果的なトレーサビリティを確保するため、行政機関に発行される電子顧客請求書には、以下の内容が含まれていなければなりません:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:553 msgid "" "The :abbr:`CIG (Codice Identificativo Gara)`, except in cases of exclusion " "from traceability obligations provided by law n. 136 of August 13, 2010;" msgstr "" +":abbr:`CIG (Codice Identificativo " +"Gara)`、2010年8月13日付法律第136号によりトレーサビリティの義務から除外される場合を除きます;" #: ../../content/applications/finance/fiscal_localizations/italy.rst:555 msgid "" "The :abbr:`CUP (Codice Unico di Progetto)`, in case of invoices related to " "public works." -msgstr "" +msgstr "公共事業に関する顧客請求書の場合、:abbr:`CUP (Codice Unico di Progetto)`。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:557 msgid "" @@ -36840,6 +37122,9 @@ msgid "" ":abbr:`CIG (Codice Identificativo Gara)` and :abbr:`CUP (Codice Unico di " "Progetto)`." msgstr "" +"XMLファイルが必要な場合、:abbr:`AdE (Agenzia Delle Entrate)`は、XMLファイルに:abbr:`CIG " +"(Codice Identificativo Gara)`と:abbr:`CUP (Codice Unico Di " +"Progetto)`が含まれている場合に*のみ*、電子顧客請求書の支払を進めることができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:562 msgid "" @@ -36848,6 +37133,9 @@ msgid "" "`DatiContratto`, `DatiConvenzione`, `DateRicezione`, or " "`DatiFattureCollegate` XML tags." msgstr "" +":abbr:`CUP (Codice Unico di Progetto)`と :abbr:`CIG (Codice Identificativo " +"Gara)`は `DatiOrdineAcquisto`, `DatiContratto`, `DatiConvenzione`のいずれかの XML " +"タグに含める必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:566 msgid "" @@ -36855,16 +37143,18 @@ msgid "" ":guilabel:`CodiceCIG` of the electronic invoice XML file, whose table can be" " found on the government `website `_." msgstr "" +"これらは電子顧客請求書XMLファイルの :guilabel:`CodiceCUP` と :guilabel:`CodiceCIG` " +"という要素に対応しています。その表は、政府`ウェブサイト `_で見ることができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:573 msgid "Split Payment" -msgstr "" +msgstr "分割払い" #: ../../content/applications/finance/fiscal_localizations/italy.rst:575 msgid "" "The :guilabel:`Split Payment` mechanism behaves much like " ":ref:`italy/reverse-charge`." -msgstr "" +msgstr ":guilabel:`分割払い` の仕組みは、:ref:`イタリア/リバースチャージ`によく似ています。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:578 msgid "" @@ -36874,6 +37164,9 @@ msgid "" "themselves, and the vendor just has to select the appropriate tax with the " "right :guilabel:`Tax Exemption` for their invoice lines." msgstr "" +"イタリア企業が :abbr:`PA(行政機関)` 事業に仕入先請求書を発行する場合、例えば公共施設の清掃サービスの場合、 " +":abbr:`PA(行政機関)`事業が自らVATを税務署に申告するため、仕入先は顧客請求書で適切な :guilabel:`免税` " +"の税額を選択するだけです。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:583 msgid "" @@ -36881,10 +37174,12 @@ msgid "" "available to deal with partners belonging to the :abbr:`PA (Public " "Administration)`." msgstr "" +"特定の :guilabel:`Scissione dei Pagamenti` 会計ポジションは、 :abbr:`PA " +"(行政機関)`に属する取引先との取引に利用できます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:592 msgid "Digital qualified signature" -msgstr "" +msgstr "電子適格署名" #: ../../content/applications/finance/fiscal_localizations/italy.rst:594 msgid "" @@ -36893,18 +37188,20 @@ msgid "" " :abbr:`SdI (Sistema di Interscambio)`. The XML file must be certified using" " a certificate that is either:" msgstr "" +":abbr:`PA(行政機関)`向けの顧客請求書および仕入先請求書については、 :abbr:`SdI (Sistema di " +"Interscambio)`を通じて送信される全てのファイルに**電子適格署名**が必要です。XMLファイルは、以下のいずれかの証明書を使用して認証されなければなりません:" #: ../../content/applications/finance/fiscal_localizations/italy.rst:598 msgid "a **smart card**;" -msgstr "" +msgstr "**スマートカード**、" #: ../../content/applications/finance/fiscal_localizations/italy.rst:599 msgid "a **USB token**;" -msgstr "" +msgstr "**USBトークン**、" #: ../../content/applications/finance/fiscal_localizations/italy.rst:600 msgid "an :abbr:`HSM (Hardware Security Module)`." -msgstr "" +msgstr " :abbr:`HSM (ハードウェアセキュリティモジュール)`。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:603 msgid "" @@ -36916,10 +37213,14 @@ msgid "" "external program and send it through the :abbr:`AdE (Agenzia Delle Entrate)`" " portal." msgstr "" +"Odooがあなたのためにドキュメントに電子署名をすることは**できません**。6桁の :guilabel:`Codice Destinatario` " +"が検出されると、 :abbr:`EDI(電子データ交換)` プロセスは停止し、顧客請求書は :guilabel:`ユーザの署名が必要` " +"状態に設定されます。ドキュメントをXMLでダウンロードし、任意の :guilabel:`電子適格署名` プロバイダの外部プログラムで署名して、 " +":abbr:`AdE (Agenzia Delle Entrate)` ポータルから送信することができます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:610 msgid "Acceptance or Refusal" -msgstr "" +msgstr "受諾と拒否" #: ../../content/applications/finance/fiscal_localizations/italy.rst:613 msgid "" @@ -36929,6 +37230,10 @@ msgid "" " portal, Odoo receives notifications about it, putting the correct " ":guilabel:`SdI State` on the invoice." msgstr "" +"Odooは :abbr:`PA(行政機関)` " +"への署名付き顧客請求書の送信を扱っていないため、これらの状態をOdooから直接トリガすることはできません。顧客請求書を :abbr:`AdE " +"(Agenzia Delle Entrate)` ポータルにアップロードすると、Odooはその通知を受け取り、請求書に正しい " +":guilabel:`SdIステータス` を付けます。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:618 msgid "" @@ -36940,10 +37245,15 @@ msgid "" "Interscambio)`. You then have to issue a credit note to compensate and send " "it to the :abbr:`SdI (Sistema di Interscambio)`." msgstr "" +" :abbr:`SdI (Sistema di Intercambio)'を通じて顧客請求書を受取った後、 :abbr:`PA " +"(行政機関)`事業は15日以内にその請求書を受理しなければなりません。受諾された場合、手続きはここで終了します。もし :abbr:`PA(行政機関)` " +"が顧客請求書を拒否しても、 :abbr:`SdI (Sistema di Interscambio)` " +"が受理すれば顧客請求書は検証済とみなされます。その場合、クレジットノートを発行し、それを :abbr:`SdI (Sistema di " +"Interscambio)`に送付する必要があります。" #: ../../content/applications/finance/fiscal_localizations/italy.rst:625 msgid "Expired Terms" -msgstr "" +msgstr "有効期限" #: ../../content/applications/finance/fiscal_localizations/italy.rst:627 msgid "" @@ -36953,6 +37263,9 @@ msgid "" "notification by email. You can make an arrangement with them and manually " "set the correct :guilabel:`SdI State` on your invoice." msgstr "" +"もし :abbr:`PA(行政機関)` 事業から15日以内に返信がない場合は、直接 :abbr:`PA(行政機関)` " +"に連絡し、顧客請求書と受領した期限通知の両方をEメールで送る必要があります。その際、顧客請求書に正しい :guilabel:`SdIステータス` " +"を手動で設定して下さい。" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:3 msgid "Kenya" @@ -36960,196 +37273,649 @@ msgstr "ケニア" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "請求" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -37161,45 +37927,48 @@ msgid "" ":ref:`Install ` the following modules to get all the " "features of the Luxembourgish localization:" msgstr "" +"ルクセンブルクローカライゼーションの全機能を入手するには、以下のモジュールを :ref:`インストール ` " +"して下さい。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:17 msgid ":guilabel:`Luxembourg - Accounting`" -msgstr "" +msgstr ":guilabel:`ルクセンブルグ - 会計`" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:18 msgid "`l10n_lu`" -msgstr "" +msgstr "`l10n_lu`" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:20 msgid ":guilabel:`Luxembourg - Accounting Reports`" -msgstr "" +msgstr ":guilabel:`ルクセンブルグ - 会計レポート`" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:21 msgid "`l10n_lu_reports`" -msgstr "" +msgstr "`l10n_lu_reports`" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:23 msgid ":guilabel:`Luxembourg - Annual VAT Report`" -msgstr "" +msgstr ":guilabel:`ルクセンブルグ - 年次VATレポート`" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:24 msgid "`l10n_lu_reports_annual_vat`" -msgstr "" +msgstr "`l10n_lu_reports_annual_vat`" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst-1 msgid "" "The three modules for the Luxembourgish Fiscal Localization Package on Odoo" -msgstr "" +msgstr "Odooルクセンブルグ会計ローカライゼーションパッケージの3つのモジュール" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:32 msgid "" "Installing the module :guilabel:`Luxembourg - Accounting Reports` installs " "all three modules at once." msgstr "" +"モジュール :guilabel:`ルクセンブルグ - 会計レポート` をインストールすると、3つのモジュールが全て一度にインストールされます。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:36 msgid "Standard Chart of Accounts - PCN 2020" -msgstr "" +msgstr "標準勘定科目表 - PCN 2020" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:38 msgid "" @@ -37207,37 +37976,41 @@ msgid "" "for Luxembourg includes the current **Standard Chart of Accounts (PCN " "2020)**, effective since January 2020." msgstr "" +"Odooのルクセンブルク用 :ref:`会計ローカリゼーションパッケージ ` " +"には、2020年1月から有効な現行の**標準勘定科目表 (PCN 2020)** が含まれています。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:42 msgid "eCDF tax return" -msgstr "" +msgstr "eCDF納税申告書" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:44 msgid "" "Tax returns in Luxembourg require a specific XML file to upload on the eCDF." -msgstr "" +msgstr "ルクセンブルクの税務申告では、eCDFにアップロードするために特定のXMLファイルが必要です。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:46 msgid "" "To download it, go to :menuselection:`Accounting --> Report --> Audit " "Reports --> Tax Report`, and click on :guilabel:`Export eCDF declaration`." msgstr "" +"それをダウンロードするには、 :menuselection:`会計 --> レポート --> 監査レポート --> 税レポート`をクリックし、 " +":guilabel:`eCDF申告をエクスポート`をクリックします。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:51 msgid "" "`Platform for electronic gathering of financial data (eCDF) " "`_" -msgstr "" +msgstr "`会計データを電子的に収集するプラットフォーム (eCDF) `_" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:54 msgid "Annual tax report" -msgstr "" +msgstr "年次税レポート" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:56 msgid "" "You can generate an XML file to electronically file your annual tax report " "with the tax office." -msgstr "" +msgstr "税務局に年次税レポートを電子的に提出するためのXMLファイルを作成することができます。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:58 msgid "" @@ -37245,19 +38018,21 @@ msgid "" "Annual Tax Report`, click on :guilabel:`Create`, then define the annual " "period in the :guilabel:`Year` field." msgstr "" +"そのためには :menuselection:`会計 --> レポート --> ルクセンブルグ --> 年次税レポート`に行き、 " +":guilabel:`作成`をクリックして :guilabel:`年` フィールドで年次期間を定義します。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:61 msgid "" "The **simplified annual declaration** is automatically generated. You can " "manually add values in all the fields to get a **complete annual " "declaration**." -msgstr "" +msgstr "**簡易年次申告書**は自動的に作成されます。手動で全てのフィールドに値を追加して、**完全な年次申告書**を作成することができます。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst-1 msgid "" "Odoo Accounting (Luxembourg localization) generates an annual tax " "declaration." -msgstr "" +msgstr "Odoo会計 (ルクセンブルグローカライゼーション)は年次税務申告書を作成します。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:68 msgid "" @@ -37266,24 +38041,28 @@ msgid "" "Report --> Audit Reports --> Tax Report`, then click on the :guilabel:`Tax " "Report` dropdown menu and select the type of report you want to display." msgstr "" +"このレポートを完成させるには、 :guilabel:`税レポート`に記載されている情報を利用することができます。そのためには、 " +":menuselection:`会計 --> レポート --> 監査レポート --> 税レポート` に進み、 :guilabel:`税レポート` " +"のドロップダウンメニューをクリックして、表示したいレポートのタイプを選択します。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst-1 msgid "Dropdown menu to select the type of Tax Report" -msgstr "" +msgstr "税レポートの種類を選択するドロップダウンメニュー" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:76 msgid "Finally, click on :guilabel:`Export XML` to download the XML file." -msgstr "" +msgstr "最後に :guilabel:`XMLをエクスポート` をクリックしてXMLファイルをダウンロードします。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:79 msgid "" "This feature requires the module :guilabel:`Luxembourg - Annual VAT Report` " "to be installed." msgstr "" +"この機能を使用するには、モジュール :guilabel:`ルクセンブルグ - 年次VATレポート` がインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:82 msgid "FAIA (SAF-T)" -msgstr "" +msgstr "FAIA (SAF-T)" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:84 msgid "" @@ -37292,29 +38071,33 @@ msgid "" "accounting system and the tax office. It is the Luxembourgish version of the" " OECD-recommended SAF-T (Standard Audit File for Tax)." msgstr "" +"**FAIA (Fichier d'Audit Informatisé AED)**は、納税者の会計システ " +"ムと税務署間の情報交換を容易にする標準化・構造化さ れたファイルです。OECDが推奨するSAF-T(税務監査用標準ファイル)のルクセンブルク版です。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:88 msgid "" "Odoo can generate an XML file that contains all the content of an accounting" " period according to the rules imposed by the Luxembourg tax authorities on " "digital audit files." -msgstr "" +msgstr "Odooは、ルクセンブルク税務局のデジタル監査ファイルに関する規則に従い、会計期間の内容を全て含むXMLファイルを生成することができます。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:92 msgid "" "This feature requires the module :guilabel:`Luxembourg - Accounting Reports`" " to be installed." -msgstr "" +msgstr "この機能を使用するには、モジュール :guilabel:`ルクセンブルグ - 会計レポート` がインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:95 msgid "Export FAIA file" -msgstr "" +msgstr "FAIAファイルをエクスポート" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:97 msgid "" "Go to :menuselection:`Accounting --> Reporting --> Audit Reports --> " "General Ledger`, then click on :guilabel:`FAIA`." msgstr "" +" :menuselection:`会計 --> レポーティング --> 監査レポート --> " +"総勘定元帳`に行き、:guilabel:`FAIA`をクリックします。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:3 msgid "Mexico" @@ -37327,12 +38110,13 @@ msgid "" "configurations, how to complete common workflows, and provides an in-depth " "look at several specific use cases, as well." msgstr "" +"メキシコローカライズに関する動画もご用意しています。この動画では、設定のセットアップ方法、一般的なワークフローの完了方法など、このローカライゼーションをゼロから実装する方法を紹介し、いくつかの具体的なユースケースについても詳しく説明しています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." -msgstr "" +msgstr "`完全なデモの動画ウェビナー `_." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" @@ -37344,14 +38128,20 @@ msgid "" "accounting reports (such as: the |DIOT|, enables foreign trade, and the " "creation of delivery guides)." msgstr "" +"Odooメキシコローカリゼーションモジュールにより、2022年1月1日より法的要件となった`CFDIのバージョン4.0 " +"`_の " +"|SAT| " +"の仕様に従って、電子顧客請求書への署名を可能になります。また、これらのモジュールには、関連する会計レポート(|DIOT|、外国貿易の有効化、配送ガイドの作成など)が追加されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" "In order to electronically sign any documents in Odoo, ensure the *Sign* " "application is installed." -msgstr "" +msgstr "Odooでドキュメントに電子署名するには、*Sign*アプリケーションがインストールされていることを確認して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "必要事項" @@ -37359,17 +38149,19 @@ msgstr "必要事項" msgid "" "It is necessary to meet the following requirements before configuring the " "Mexican localization modules in Odoo:" -msgstr "" +msgstr "Odooでメキシコローカライズモジュールを設定する前に、以下の要件を満たす必要があります:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 msgid "Be registered in the |SAT|, with a valid |RFC|." -msgstr "" +msgstr " |SAT|に登録され、有効な|RFC|を持っていること。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." msgstr "" +" `電子印鑑証明書 `_ (CSD)を持っていること。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" @@ -37379,6 +38171,11 @@ msgid "" "Finkok) `_ and `SW Sapien - Smarter Web " "`_." msgstr "" +"PAC (Proveedor Autorizado de Certificación / Authorized Certification " +"Provider)を選択してください。現在、Odooは以下のPACと連携しています： Solución Factible " +"`_, Quadrum (formerly Finkok) " +"`_ and `SW Sapien - Smarter Web " +"`_." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" @@ -37386,10 +38183,11 @@ msgid "" "This documentation **only** contains the necessary information needed to use" " Odoo." msgstr "" +"Odooの仕入先請求書、販売、会計に関する知識と経験があること。このドキュメントには、Odooを使用するために必要な情報のみが記載されています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 msgid "Installing modules" -msgstr "" +msgstr "モジュールをインストール" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" @@ -37397,14 +38195,17 @@ msgid "" "features of the Mexican localization. The :doc:`Accounting <../accounting>` " "and *Contacts* modules are required to be installed for this configuration:" msgstr "" +"メキシコローカライゼーションの全ての機能を利用するには、以下のモジュールを :ref:`インストール " +"`して下さい。この設定には :doc:`会計 <../accounting>` と *連絡先* " +"モジュールのインストールが必要です:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" -msgstr "" +msgstr ":guilabel:`メキシコ - 会計`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" -msgstr "" +msgstr "`l10n_mx`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" @@ -37414,14 +38215,18 @@ msgid "" "grouping code " "`_." msgstr "" +"デフォルトの :doc:`会計ローカライゼーションパッケージ <../fiscal_localizations>` " +"は、メキシコローカライズのための会計の特徴を追加します。例えば、最も一般的な税と勘定科目表 – `SATの勘定科目グループコード " +"`_" +" に基づいています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" -msgstr "" +msgstr ":guilabel:`メキシコ用EDI`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" -msgstr "" +msgstr "`l10n_mx_edi`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" @@ -37432,72 +38237,75 @@ msgid "" "invoices (with or without addedums) and payment complements to the " "government." msgstr "" +":doc:`電子ドキュメント <../accounting/customer_invoices/electronic_invoicing>` — " +"|SAT|が発行した技術ドキュメントに基づく - " +"を生成および検証するための技術的および機能的要件が全て含まれています。これにより、顧客請求書(追記あり・なし)と支払補完書を政府に送付することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" -msgstr "" +msgstr ":guilabel:`メキシコ用EDI v4.0 for Mexico`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" -msgstr "" +msgstr "`l10n_mx_edi_40`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." -msgstr "" +msgstr "CFDI 4.0の正しい仕様でXMLドキュメントを作成するために必要です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" +msgstr ":guilabel:`Odooメキシコローカライゼーションレポート`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 msgid "`l10n_mx_reports`" -msgstr "" +msgstr "`l10n_mx_reports`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" "Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " "Balance, and |DIOT|." -msgstr "" +msgstr "メキシコの電子会計にレポートを適応: 勘定科目表、残高試算表、および|DIOT|。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" +msgstr ":guilabel:`メキシコ - 決算用ローカリゼーションレポート`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 msgid "`l10n_mx_reports_closing`" -msgstr "" +msgstr "`l10n_mx_reports_closing`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 msgid "" "Necessary to create the Closing Entry (Also known as the *month 13th move*)." -msgstr "" +msgstr "決算仕訳を作成するために必要です。(*月13日の仕訳*とも言われる)。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" +msgstr ":guilabel:`OdooメキシコXML Polizasエキスポート`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 msgid "`l10n_mx_xml_polizas`" -msgstr "" +msgstr "`l10n_mx_xml_polizas`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 msgid "" "Allows the export of XML files of Journal Entries for a compulsory audit." -msgstr "" +msgstr "強制監査用に仕訳のXMLファイルをエクスポートすることができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" +msgstr ":guilabel:`Odoo メキシコXML PolizasエクスポートEDIブリッジ`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" +msgstr "`l10n_mx_xml_polizas_edi`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" +msgstr "モジュール `l10n_mx_xml_polizas`を補完します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 msgid "" @@ -37506,6 +38314,8 @@ msgid "" ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" +":guilabel:`メキシコ`を国として選択してデータベースを0からインストールする場合、Odooは自動的に以下のモジュールをインストールします: " +":guilabel:`メキシコ - 会計`、 :guilabel:`メキシコ用EDI`, :guilabel:`メキシコ用EDI v4.0`。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 msgid "" @@ -37513,40 +38323,41 @@ msgid "" "if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" +"以下のモジュールは任意です。特定の要件を満たす場合に*のみ*インストールすることをお勧めします。それらがビジネスに必要であることを確認して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" -msgstr "" +msgstr ":guilabel:`メキシコ用EDI (高度な機能)`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" -msgstr "" +msgstr "`l10n_mx_edi_extended`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." -msgstr "" +msgstr "顧客請求書に対外貿易補完を追加します: 外国にプロダクトを販売する際の法的要件。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" -msgstr "" +msgstr ":guilabel:`メキシコ用EDI v4.0 (COMEX)`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" -msgstr "" +msgstr "`l10n_mx_edi_extended_40`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." -msgstr "" +msgstr "モジュール `l10n_mx_edi_extended` をCFDI 4.0用に適応させます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" -msgstr "" +msgstr ":guilabel:`メキシコ - 電子配送ガイド`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" -msgstr "" +msgstr "`l10n_mx_edi_stock`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" @@ -37554,32 +38365,34 @@ msgid "" "government you are sending goods between A & B with a signed electronic " "document." msgstr "" +"*カルタ・ポルテ*を作成できます: " +"仕入先請求書を作成することで、A-B間で商品を送っていることを、署名入りの電子ドキュメントで政府に証明することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" -msgstr "" +msgstr ":guilabel:`メキシコCFDI 4.0用電子配送ガイド`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" -msgstr "" +msgstr "`l10n_mx_edi_stock_40`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" -msgstr "" +msgstr "モジュール `l10n_mx_edi_stock` を CFDI 4.0 用に適応させます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" -msgstr "" +msgstr ":guilabel:`在庫/陸揚用Odooメキシコローカライゼーション`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" -msgstr "" +msgstr "`l10n_mx_edi_landing`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." -msgstr "" +msgstr "電子ドキュメントで陸揚費に関連する通関番号を管理できます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" @@ -37588,6 +38401,8 @@ msgid "" ":menuselection:`Settings --> General Settings --> Companies`, and select " ":guilabel:`Update Info` under your company name." msgstr "" +"正しいモジュールをインストールしたら、次は会社が正しいデータで設定されているか確認します。そのためには、 :menuselection:`管理設定 " +"--> 一般設定 --> 会社` に行き、会社名の下にある :guilabel:`情報更新` を選択します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" @@ -37595,17 +38410,19 @@ msgid "" ":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" +":guilabel:`郵便番号`コード、 :guilabel:`州`、 :guilabel:`国`、 " +"|RFC|(:guilabel:`VAT`番号)を含む、完全な :guilabel:`住所` を入力します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" "According to the requirements of the CFDI 4.0, the name of the main company " "contact **must** coincide with your business name registered in the |SAT|, " "without the legal entity abbreviation." -msgstr "" +msgstr "CFDI4.0の要件によると、主要な会社連絡先名は、 |SAT|に登録されている会社名と一致している**必要があります**。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Main company contact requirements for a correct invoicing." -msgstr "" +msgstr "正しい顧客請求のための主要会社連絡先。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" @@ -37615,6 +38432,8 @@ msgid "" "be the default currency and use a :doc:`pricelist " "<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" +"法的な観点から、メキシコ企業は現地通貨(MXN)を使用しなければなりません。そのため、Odooには別の通貨を設定する機能はありません。他の通貨を管理したい場合は、MXNをデフォルト通貨とし、代わりに" +" :doc:`価格表 <../../sales/sales/products_prices/prices/pricing>` を使用して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" @@ -37622,10 +38441,12 @@ msgid "" " (MX) --> Fiscal Regime`, then select the regime that applies to your " "company from the drop-down list, and click :guilabel:`Save`." msgstr "" +"次に、:menuselection:`設定 --> 会計 --> 電子請求 (MX) --> " +"会計制度`に進み、ドロップダウンリストより貴社に適用される税制を選択し、 :guilabel:`保存`をクリックします。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Fiscal regime configuration in the Accounting settings." -msgstr "" +msgstr "会計管理設定の会計制度設定" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" @@ -37635,6 +38456,10 @@ msgid "" ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" +"メキシコのローカライズをテストしたい場合、会社はメキシコ国内の実際の住所(全てのフィールドを含む)で設定することができ、 :guilabel:`VAT`" +" として `EKU9003173C9` を、 :guilabel:`会社名` として `ESCUELA KEMPER URGATE` " +"を追加します。guilabel:`会計制度` には :guilabel:`General de Ley Personas Morales` " +"を使用します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" @@ -37643,6 +38468,9 @@ msgid "" ":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" +"顧客請求書を発行する連絡先を作成するには、 :menuselection:`連絡先--> 作成` に進みます。次に、連絡先の名前、完全な " +":guilabel:`住所` 以下を含む: 郵便番号、 :guilabel:`州`、 :guilabel:`国`、 |RFC| " +"(:guilabel:`VAT` 番号) を入力します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" @@ -37651,16 +38479,18 @@ msgid "" ":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" " tab." msgstr "" +"自分の会社と同じように、連絡先は全て |SAT|に正しいビジネス名を登録する必要があります。これは :guilabel:`MX EDI` " +"タブに追加する必要がある :guilabel:`会計制度` にも当てはまります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." -msgstr "" +msgstr "顧客請求書に正しく署名するためには、ファクタータイプとタックスオブジェクトの設定を追加する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" -msgstr "" +msgstr "ファクタータイプ" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" @@ -37670,27 +38500,31 @@ msgid "" ":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " "all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" +"*ファクタータイプ*フィールドは、デフォルトの税金にあらかじめ設定されています。新しい税を作成する場合、このフィールドを設定する必要があります。そのためには、" +" :menuselection:`会計 --> 設定 --> 税` に進み、 :guilabel:`高度なオプション` タブの " +":guilabel:`ファクタータイプ` フィールドを全てのレコードで有効にし、 :guilabel:`税タイプ` を :guilabel:`販売` " +"に設定します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Factor Type Sales tax type configuration." -msgstr "" +msgstr "ファクタータイプ販売税タイプ設定。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" "Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" -msgstr "" +msgstr "メキシコは2つのシナリオに対応するため、2種類の0％VATを管理しています:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" -msgstr "" +msgstr "*0% VAT* は :guilabel:`ファクタータイプ` を :guilabel:`Tasa`として設定します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" -msgstr "" +msgstr "*VAT免除* は :guilabel:`ファクタータイプ` を :guilabel:`Exento` として設定します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" -msgstr "" +msgstr "税オブジェクト" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" @@ -37698,24 +38532,25 @@ msgid "" "does not need) to break down the taxes of the operation. There are three " "different possible values that are added in the XML file:" msgstr "" +"CFDI4.0の要求事項の1つは、XMLファイルに操作の税金を分解する必要がある(または必要ない)ということです。XMLファイルに追加される値は3種類あります:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 msgid "" "`01`: Not subject to tax - this value is added automatically if your invoice" " line doesn't contain any taxes." -msgstr "" +msgstr "`01`: 課税対象外 - 顧客請求書に税が含まれていない場合、この値が自動的に加算されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 msgid "" "`02`: Subject to tax - this is the default configuration of any invoice line" " that contains taxes." -msgstr "" +msgstr "`02`: 課税対象 - これは税を含む顧客請求書のデフォルト設定です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 msgid "" "`03`: Subject to tax and not forced to break down - this value can be " "triggered on-demand for certain customers to replace the value 02." -msgstr "" +msgstr "`03`: この値は、特定の顧客に対してオンデマンドでトリガされ、値02を置き換えることができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" @@ -37723,10 +38558,12 @@ msgid "" "customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " "Breakdown` checkbox." msgstr "" +" `03` の値を使用するには、 :menuselection:`連絡先 --> 顧客請求書 --> MX EDI tab`に移動し、 " +":guilabel:`税内訳なし`チェックボックスを有効化します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." -msgstr "" +msgstr "顧客請求書のMX EDIタブの税内訳なしオプション" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" @@ -37734,10 +38571,12 @@ msgid "" "regimes and/or taxes. Consult your accountant first to see if it is needed " "for your business before making any modification." msgstr "" +":guilabel:`税内訳なし` " +"の値は、特定の会計制度や税に**のみ**適用されます。修正する前に、まず会計士に相談し、あなたのビジネスに必要かどうかを確認して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" -msgstr "" +msgstr "その他税設定" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" @@ -37747,6 +38586,10 @@ msgid "" "used: (`Base Imponible de Impuestos en Base a Flujo de Efectivo`) in the " "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" +"支払登録する際、Odooは*現金基準移行勘定科目*から " +":guilabel:`定義`タブで設定された口座に税を移動します。この移動には税基準勘定科目が使用されます: 税を再分類する際の仕訳帳では、(`Base" +" Imponible de Impuestos en Base a Flujo de Efectivo`) " +"が使用されます。**この勘定科目は削除しないで下さい**。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" @@ -37754,10 +38597,12 @@ msgid "" "Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " "`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" +"もし :menuselection:`会計 --> 設定 --> 税` で新しい税を作成した場合、正しい :guilabel:`税グリッド` " +"(`IVA`、`ISR`、`IEPS`) を追加する必要があります。Odooはこの3つの税グループ**のみ**をサポートしています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Tax accounts available for Odoo." -msgstr "" +msgstr "Odooで利用可能な税勘定科目。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" @@ -37768,16 +38613,20 @@ msgid "" "process can be done manually, or through :doc:`a bulk import " "<../../essentials/export_import_data>`." msgstr "" +"プロダクトを設定するには、 :menuselection:`会計 --> 顧客 --> プロダクト` に進み、設定するプロダクトを選択するか、 " +":guilabel:`作成` して新規プロダクトを作成します。guilabel:`会計` タブの :guilabel:`UNSPSCプロダクトカテゴリ`" +" フィールドで、プロダクトを表すカテゴリを選択します。この処理は手動で行うことも、 :doc:`一括インポート " +"<../../essentials/export_import_data>` を使って行うこともできます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 msgid "" "All products need to have an |SAT| code associated with them in order to " "prevent validation errors." -msgstr "" +msgstr "検証エラーを防ぐため、全てのプロダクトに|SAT|コードを関連付ける必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" -msgstr "" +msgstr "PAC認証情報" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" @@ -37787,6 +38636,10 @@ msgid "" "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" +"`プライベートキー(CSD) `_ " +"を|SAT|で処理した後、Odooから顧客請求書を作成する前に、選択した:ref:`PAC " +"`に直接登録する**必要があります**。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" @@ -37795,10 +38648,13 @@ msgid "" "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" +"これらのプロバイダでアカウントを作成したら、 :menuselection:`管理設定 --> 会計 --> 電子請求 (MX)` " +"に進みます。:guilabel:`MXのPAC`セクションで、あなたの|PAC|の名前と認証情報(:guilabel:`PACのユーザー名`と:guilabel:`PACのパスワード`)" +" を入力します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Configuring PAC credentials from the Accounting settings." -msgstr "" +msgstr "会計設定からPAC認証情報を設定します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" @@ -37807,10 +38663,12 @@ msgid "" "select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " "username or password for a test environment." msgstr "" +"認証情報はないが、電子顧客請求をテストしたい場合は、 :guilabel:`MX PACテスト環境` チェックボックスを有効化し、|PAC|として " +":guilabel:`Solucion Factible` を選択します。テスト環境用のユーザ名やパスワードを追加する必要はありません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 msgid ".cer and .key certificates" -msgstr "" +msgstr ".cer および .key 証明書" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 msgid "" @@ -37825,28 +38683,34 @@ msgid "" ":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " "Close`." msgstr "" +"会社の電子証明書`_は :guilabel:`MX証明書` セクションにアップロードする必要があります。そのためには、 " +":menuselection:`管理設定 --> 会計 --> 電子請求 (MX)` " +"に移動します。:guilabel:`MX証明書`セクションで、:guilabel:`明細を追加`を選択すると、ウィンドウが開きます。:guilabel:`作成`をクリックし、" +" :guilabel:`証明書`（:file:`.cer`ファイル）、 :guilabel:`証明書キー`（:file:`.key`ファイル）、 " +":guilabel:`証明書パスワード`をアップロードします。最後に :guilabel:`保存して閉じる` をクリックします。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Certificate and key upload inputs." -msgstr "" +msgstr "証明書とキーアップロード入力。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" " electronic invoicing, you can use the following |SAT| test certificates:" -msgstr "" +msgstr "まだ契約した |PAC|\\sがなく、電子顧客請求をテストしたい場合は、以下の |SAT| テスト証明書を使用できます:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" -msgstr "" +msgstr ":download:`証明書 `" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" -msgstr "" +msgstr ":download:`証明書キー `" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" -msgstr "" +msgstr "**パスワード**: ``12345678a``" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" @@ -37854,12 +38718,16 @@ msgid "" "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" +"Odooの顧客請求書発行プロセスは、 |SAT|の電子請求の付属書20 " +"`_ " +"バージョン4.0に基づいています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " ":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" +"Odooから請求書を発行するには、:doc:`標準請求書発行フロー<../accounting/customer_invoices>`を使用して顧客請求書を作成する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" @@ -37867,6 +38735,7 @@ msgid "" ":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" " can be added, for example.)" msgstr "" +"ドキュメントがドラフトモードである間、変更を加えることができます(例えば、顧客が必要とするかもしれない正しい:guilabel:`支払方法`や:guilabel:`使用方法`を追加することができます)。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" @@ -37874,6 +38743,8 @@ msgid "" "stating: :guilabel:`The invoice will be processed asynchronously by the " "following E-invoicing service: CFDI (4.0)`." msgstr "" +"顧客請求書を :guilabel:`確定` すると、青いメッセージが表示されます: " +":guilabel:`顧客請求書は、以下の電子請求サービスにより非同期に処理されます: CFDI (4.0)`。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" @@ -37882,18 +38753,23 @@ msgid "" "from the government, the :guilabel:`Fiscal Folio` field appears on the " "document, and the XML file is attached in the chatter." msgstr "" +":guilabel:`今すぐ処理` " +"ボタンを押すと、ドキュメントが政府に送信され、署名されます。政府から署名されたドキュメントが返送されると、ドキュメントに " +":guilabel:`Fiscal Folio` フィールドが表示され、チャターに XML ファイルが添付されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 msgid "" "If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " "invoice, you can confirm if the XML file is valid in the |SAT|." msgstr "" +"顧客請求書の :guilabel:`SATステータス` フィールドの :guilabel:`再試行` をクリックすると、|SAT| で XML " +"ファイルが検証済かどうかを確認できます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." -msgstr "" +msgstr "テスト環境であれば、常に :guilabel:`見つかりません` というメッセージが表示されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" @@ -37903,12 +38779,14 @@ msgid "" "clicking the :guilabel:`Print` button, and selecting the desired print " "option." msgstr "" +"署名した顧客請求書をメールで送信するには、Odooから直接 :guilabel:`送信&印刷` " +"ボタンをクリックし、XMLファイルとPDFファイルを一緒に送信することができます。また、:guilabel:`印刷`ボタンをクリックし、希望の印刷オプションを選択することで、PDFファイルをコンピュータにダウンロードすることもできます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." -msgstr "" +msgstr "顧客請求書はドキュメントタイプ \"I\" (Ingreso)ですが、クレジットノートはドキュメントタイプ\"E\" (Egreso)です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" @@ -37917,16 +38795,20 @@ msgid "" " the |SAT|, there has to be a relation between a credit note and an invoice " "through the fiscal folio." msgstr "" +":doc:`クレジットノートの標準フロー<../accounting/customer_invoices/credit_notes>`に追加されたのは、|SAT|の要件として、クレジットノートとインボイスの間にFiscal" +" Folioを介した関係がなければならないということだけです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" "Because of this requirement, the field :guilabel:`CFDI Origin` adds this " "relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" +"この要件のため、フィールド :guilabel:`CFDI Origin` はこの関係を `01|` の後に元の顧客請求書のFiscal " +"Folioを付けて追加します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example CFDI Origin number." -msgstr "" +msgstr "CFDI Origin番号例。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" @@ -37934,10 +38816,12 @@ msgid "" ":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" +" :guilabel:`CFDI Origin` フィールドを自動的に追加するには、手動で作成する代わりに " +":guilabel:`クレジットノートを追加` ボタンを顧客請求書から追加して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" -msgstr "" +msgstr "支払の補完" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" @@ -37950,26 +38834,30 @@ msgid "" "`_, there may be 2 types of payments:" msgstr "" +" :guilabel:`支払ポリシー` フィールドのメキシコローカライゼーションの追加1箇所。 `SATドキュメンテーションによる " +"`_, ２つのタイプの支払がある可能性があります:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" -msgstr "" +msgstr "`PUE` (Pago en una Sola Exhibición/1回の支払で支払)" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" -msgstr "" +msgstr "`PPD` (Pago en Parcialidades o Diferido/分割払または繰延)" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:381 msgid "" ":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs`" msgstr "" +":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:383 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." -msgstr "" +msgstr " この違いは、顧客請求書の*期日*または*支払条件*にあります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:385 msgid "" @@ -37979,10 +38867,12 @@ msgid "" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" +"|PUE| 請求書を設定するには、 :menuselection:`会計 --> 顧客 --> 顧客請求書` に移動し、同じ月内の請求書 " +":guilabel:`期日` を選択するか、支払期限を変更しない支払期間(即時支払い、15日、21日、全て当月内)を選択します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PUE requirements." -msgstr "" +msgstr " PUE要件が記載された顧客請求書の例。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" @@ -37990,6 +38880,8 @@ msgid "" "managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" +" いくつかの :guilabel:`支払条件` はデフォルトでインストールされており、 :menuselection:`会計 --> 設定 --> " +"支払条件` から管理することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 msgid "" @@ -37998,10 +38890,12 @@ msgid "" "after the first day of the following month. This also applies if your " ":guilabel:`Payment Term` is due in the following month." msgstr "" +"|PPD| 請求書を設定するには、 :menuselection:`会計 --> 顧客 --> 顧客請求書` に移動し、 :guilabel:`期日` " +"が翌月1日以降の請求書を選択します。これは :guilabel:`支払条件` の支払日が翌月である場合にも適用されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." -msgstr "" +msgstr "PPD要件が記載された顧客請求書の例。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:407 msgid "" @@ -38009,10 +38903,12 @@ msgid "" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" +" |PPD| ポリシーは顧客請求書が現時点では支払われないことを意味するので、|PPD|請求書に対する正しい :guilabel:`支払方法` は " +":guilabel:`99 - Por Definir`(定義する)です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:412 msgid "Payment flow" -msgstr "" +msgstr "支払フロー" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:414 msgid "" @@ -38021,6 +38917,8 @@ msgid "" "related to |PPD| invoices trigger the creation of a document type \"P\" " "(Pago)." msgstr "" +"どちらの場合でも、Odoo :doc:`の支払プロセスは同じ<../accounting/customer_invoices>`ですが、主な違いは " +"|PPD| 請求書に関連する支払がドキュメントタイプ \"P\"(Pago)の作成をトリガすることです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:418 msgid "" @@ -38031,10 +38929,13 @@ msgid "" "status changes to :guilabel:`In Payment`, since the payment is effectively " "validated when it is bank reconciled." msgstr "" +"支払が |PUE| 請求書に関連している場合、ウィザードに登録し、対応する顧客請求書と関連付けることができます。そのためには、 " +":menuselection:`会計 --> 顧客 --> 請求書` に移動し、請求書を選択します。そして :guilabel:`支払登録` " +"ボタンをクリックします。請求書のステータスは :guilabel:`支払中` に変わります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:425 msgid ":doc:`../accounting/bank/reconciliation`" -msgstr "" +msgstr ":doc:`../accounting/bank/reconciliation`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:427 msgid "" @@ -38044,6 +38945,9 @@ msgid "" "additional requirements are needed to correctly send the document to the " "|SAT|." msgstr "" +" このプロセスはPPD請求書でも同じですが、:doc:`電子ドキュメント " +"<../accounting/customer_invoices/electronic_invoicing>` " +"の作成が追加されたことで、ドキュメントを|SAT|に正しく送信するためにいくつかの追加要件が必要になります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 msgid "" @@ -38051,12 +38955,14 @@ msgid "" "where you received the payment. Because of this, the :guilabel:`Payment Way`" " field **cannot** be set as `99 - Por Definir (To Define)`." msgstr "" +"顧客請求書から、支払を受けた特定の :guilabel:`支払方法` を確認する必要があります。このため、 :guilabel:`支払方法` " +"フィールドには **99 - Por Definir (定義する)` を設定することはできません**。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:435 msgid "" "If you are going to add a bank account number in the :guilabel:`Accounting` " "tab of a customer's contact card, it must have a valid account number." -msgstr "" +msgstr "顧客の連絡先カードの :guilabel:`会計` タブに銀行口座番号を追加する場合、検証済の口座番号が必要です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:439 msgid "" @@ -38065,6 +38971,9 @@ msgid "" "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" +"正確な設定は`SATの付属書20 " +"`_にあります。通常、" +" :guilabel:`Bank Account` は転送の場合は10桁か18桁、クレジットカードやデビットカードの場合は16桁にする必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:443 msgid "" @@ -38072,10 +38981,12 @@ msgid "" "Policy` `PPD`, Odoo generates the corresponding payment complement " "automatically, once you click :guilabel:`Process Now`." msgstr "" +"支払が :guilabel:`支払ポリシー` `PPD` で署名された顧客請求書と関連している場合、Odooは :guilabel:`今すぐ処理` " +"をクリックすると、対応する支払補完情報を自動的に生成します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." -msgstr "" +msgstr "CFDI (4.0) 顧客請求書サービスによる支払手続き開始のメッセージを表示します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 msgid "" @@ -38083,10 +38994,12 @@ msgid "" "Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" +"MXNでの支払いは、USDでの複数の顧客請求書への支払に使用することはできません。その代わり、支払は複数の支払いに分けて、対応する顧客請求書の " +":guilabel:`支払登録` ボタンを使用して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 msgid "Invoice cancellations" -msgstr "" +msgstr "顧客請求書取消" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:459 msgid "" @@ -38095,18 +39008,21 @@ msgid "" "esquema-de-cancelacion>`_, since January 1st, 2022, there are two " "requirements for this:" msgstr "" +" |SAT|に送信されたEDIドキュメントの取消は可能です。 `Reforma Fiscal 2022 " +"`_ " +"によると、2022年1月1日以降、これには2つの要件があります:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:463 msgid "" "With all cancellation requests, you **must** specify a *cancellation " "reason*." -msgstr "" +msgstr " 全ての取消要求において、**必ず**取消理由**を明記して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "After 24 hours have passed since the creation of the invoice, the client " "**must** be asked to accept the cancellation." -msgstr "" +msgstr "顧客請求書の作成から24時間が経過した後は、顧客に取消を確認する**必要があります**。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 msgid "" @@ -38114,12 +39030,14 @@ msgid "" "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" +"取消の理由は4種類あります。Odooでは*01 関係するエラーのある請求書の送信、*02関係なくエラーのある請求書の送信* " +"の理由で顧客請求書を取消すことができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:470 msgid "" "The following sections break down the process of canceling invoices for each" " cancellation reason in Odoo." -msgstr "" +msgstr "以下で、Odooの取消理由別に顧客請求書の取消プロセスを説明します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:474 msgid "" @@ -38129,16 +39047,20 @@ msgid "" "Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " "press :guilabel:`Retry` in the :guilabel:`SAT Status field`." msgstr "" +"|SAT|で顧客請求書を取消す場合、Odooでは一定の制限があります: " +"理由03と04(それぞれ*オペレーションが実施されなかった*と*グローバルインボイスに関連する指名取引*) " +"は現在Odooではサポートされていません。この場合、顧客請求書を直接|SAT|で取消し、 :guilabel:`SATステータスフィールド`で " +":guilabel:`再試行` を押す必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:480 msgid "01 - invoices sent with errors with a relation" -msgstr "" +msgstr "01 - 関係するエラーのある請求書の送信" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" "This cancellation reason must be used when a new invoice needs to substitute" " the original one, due to an error in any field." -msgstr "" +msgstr "この取消事由は、いずれかの項目に誤りがあり、元の顧客請求書の代わりに新たな顧客請求書を作成する必要がある場合に使用する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:485 msgid "" @@ -38149,6 +39071,10 @@ msgid "" ":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " "the new document." msgstr "" +"まず :menuselection:`会計 --> 顧客 --> 顧客請求書` に移動し、古い請求書を選択します。古い顧客請求書から " +":guilabel:`Fiscal Folio` をコピーします。次に、新しい請求書に移動し、 :guilabel:`CFDI Origin` " +"フィールドに値 `04|` を追加し、値の後に古い請求書の :guilabel:`Fiscal Folio` " +"を貼り付けます。最後に、新しいドキュメントに署名します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:490 msgid "" @@ -38159,6 +39085,9 @@ msgid "" "status changes to :guilabel:`Canceled`, and a confirmation is logged in the " "chatter." msgstr "" +" 次に、古い顧客請求書に戻り、 :guilabel:`代替項目` フィールドが使用可能になっていることに注意してください。古い顧客請求書の " +":guilabel:`EDI取消要求` ボタンをクリックし、表示された青いセクションの :guilabel:`今すぐ処理` " +"をクリックします。顧客請求書のステータスが :guilabel:`取消済` に変わり、チャターに確認が記録されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 msgid "" @@ -38166,6 +39095,8 @@ msgid "" "this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " "field." msgstr "" +" これで、顧客請求書も |SAT| で取消されるはずです。 |SAT| のステータスフィールドで :guilabel:`再試行` " +"を押すことで、これが正しく行われたことを確認できます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 msgid "" @@ -38173,31 +39104,33 @@ msgid "" "need to ask the client to accept the cancellation in their “Buzón " "Tributario” directly from the `SAT website `_." msgstr "" +"ドキュメントの作成後24時間以上経過してから取消が行われた場合、顧客に直接 `SATウェブサイト " +"`_の“Buzón Tributario”から取消の承諾を求める必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:503 msgid "" "The `04|` is only a code that helps Odoo to perform this process. It has no " "relation to the method 04 reason for cancellation." -msgstr "" +msgstr "`04|`はOdooがこの処理を行うためのコードです。取消の理由とは関係ありません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." -msgstr "" +msgstr "CFDI Originの古い顧客請求書。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "" "Invoice with the Substituted By field referencing the CFDI Origin invoice." -msgstr "" +msgstr "CFDI Origin 請求書を参照する代替項目フィールドを持つ顧客請求書。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 msgid "02 - invoices sent with errors without a relation" -msgstr "" +msgstr "02 - 関係なくエラーのある請求書の送信" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" "This cancellation reason has to be used when an invoice was sent with an " "error in any field, and does not need to be replaced by another one." -msgstr "" +msgstr "この取消理由は、顧客請求書のいずれかのフィールドにエラーがあり、別のフィールドに置換える必要がない場合に使用する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 msgid "" @@ -38206,6 +39139,8 @@ msgid "" " click the :guilabel:`Request EDI Cancellation` button, and then click the " ":guilabel:`Process Now` button." msgstr "" +"この場合、 :menuselection:`会計 --> 顧客 --> 顧客請求書` に移動し、古い請求書を選択します。ここから、 " +":guilabel:`EDI取消要求` ボタンをクリックし、 :guilabel:`今すぐ処理` ボタンをクリックするだけです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:524 msgid "" @@ -38213,10 +39148,12 @@ msgid "" " cancellation reason, the |SAT| should automatically detect that the " "cancellation reason is 02." msgstr "" +"この取消理由を使用する場合、:guilabel:`代替項目` フィールドは表示されないため、|SAT| は取消理由が 02 " +"であることを自動的に検出するはずです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:528 msgid "Payment cancellations" -msgstr "" +msgstr "支払取消" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:530 msgid "" @@ -38227,10 +39164,12 @@ msgid "" "to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " "confirm the current |SAT| status." msgstr "" +" *支払補完*を取消すことも可能です。この場合、 :menuselection:`会計 --> 顧客 --> 支払`から支払に行き、 " +":guilabel:`EDI取消要求`を選択します。顧客請求書支払に、青いボタンが表示されます。:guilabel:`今すぐ処理`をクリックすると、ドキュメントが|SAT|に送信されます。数秒後、:guilabel:`再試行`をクリックすると、現在の|SAT|のステータスを確認することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." -msgstr "" +msgstr "最後に、支払ステータスは :guilabel:`取消` に移行されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:539 msgid "" @@ -38238,20 +39177,22 @@ msgid "" "the relation of the original document, by adding a `04|` plus the fiscal " "folio in the :guilabel:`CFDI Origin` field." msgstr "" +"顧客請求書と同じように、新しい*支払補完*を作成する際に、:guilabel:``CFDI " +"Origin`フィールドに`04|`と会計フォリオを追加して元のドキュメントの関連性を追加することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 msgid "Invoicing special use cases" -msgstr "" +msgstr "請求特別な使用ケース" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:546 msgid "CFDI to public" -msgstr "" +msgstr "一般向けCFDI" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." -msgstr "" +msgstr "商品またはサービスの販売先が顧客請求書を必要としない場合、*一般向けCFDI*を作成する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 msgid "" @@ -38262,6 +39203,9 @@ msgid "" " any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " "example: `CLIENTE FINAL`)." msgstr "" +":guilabel:`顧客`の名前に `PUBLICO EN GENERAL` を使用すると、エラーがトリガされます。これはCFDI " +"4.0の主な変更点であり、その特定の名前の顧客請求書には追加フィールドが必要ですが、Odooでは現在サポートしていません。そのため、*一般向けCFDI*を作成するには、**PUBLICO" +" EN GENERAL`ではない**任意の名前を顧客に追加する必要があります。(例: `CLIENTE FINAL`)。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:556 msgid "" @@ -38270,10 +39214,12 @@ msgid "" ":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" " fiscales`." msgstr "" +"これに加えて、会社の :guilabel:`ZIP` コードを追加し、一般的な |RFC| を `XAXX010101000` と設定し、顧客の " +":guilabel:`会計制度` を`Sin obligaciones fiscales`と設定する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI to Public Customer field configuration." -msgstr "" +msgstr "一般向けCFDI顧客フィールド設定。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 msgid "" @@ -38287,28 +39233,32 @@ msgid "" ":guilabel:`Interval` field to the frequency you wish to update the exchange " "rates." msgstr "" +"メキシコの主要通貨はMXNです。これは全てのメキシコ企業にとって必須ですが、異なる通貨で顧客請求書(および支払い)を送受信することも可能です。:doc:`複数通貨" +" <../accounting/get_started/multi_currency>` の使用を有効にするには、 :menuselection:`会計" +" --> 管理設定 --> 通貨` に移動し、 :guilabel:`自動通貨レート` セクションの :guilabel:`サービス` として " +":guilabel:`メキシコ銀行` を設定します。次に、 :guilabel:`間隔`フィールドに為替レートを更新したい頻度を設定します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 msgid "" "This way, the XML file of the document will have the correct exchange rate, " "and the total amount, in both the foreign currency and in MXN." -msgstr "" +msgstr "こうすることで、ドキュメントのXMLファイルには、正しい為替レートと、外国通貨とMXNの両方での合計金額が記載されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 msgid "" "It is highly recommended to use :doc:`a bank account for each currency " "<../accounting/bank/foreign_currency>`." -msgstr "" +msgstr ":doc:`各通貨の銀行口座<../accounting/bank/foreign_currency>`を使用することを強くお勧めします。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 msgid "" "The only currencies that automatically update their exchange rate daily are:" " USD, EUR, GBP, and JPY." -msgstr "" +msgstr "為替レートが毎日自動的に更新される通貨は、USD、EUR、GBP、JPYのみです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Multi-currency configuration in the Accounting settings." -msgstr "" +msgstr "会計管理設定での複数通貨設定。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:589 msgid "Down payments" @@ -38322,12 +39272,17 @@ msgid "" ":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " ":doc:`Sales <../../sales>` app installed." msgstr "" +"顧客から前払金を受け取り、それを後で顧客請求書に適用する必要がある場合があります。Odooでこれを行うには、顧客請求書同士を:guilabel:`CFDI" +" Origin`フィールドで適切にリンクする必要があります。そのためには、 :doc:`販売 <../../sales>` " +"アプリがインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" +"`メキシコでの前払金登録のための公式ドキュメント " +"`_." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 msgid "" @@ -38336,12 +39291,17 @@ msgid "" ":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " "`84111506 Servicios de facturación`." msgstr "" +"はじめに :menuselection:`販売` アプリに行き、プロダクト `Anticipo` " +"を作成し、設定します。:guilabel:`プロダクトタイプ` は :guilabel:`サービス`である必要があり、 " +":guilabel:`UNSPSCカテゴリ` の使用は `84111506 Servicios de facturación`である必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " "Payments`, and add the *Anticipo* product as the default." msgstr "" +"それから :menuselection:`販売 --> 管理設定 --> 請求 -->前受金`に行き、*Anticipo* " +"プロダクトをデフォルトとして追加します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" @@ -38349,6 +39309,8 @@ msgid "" "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" +"合計金額で販売オーダを作成し、前受金(パーセンテージまたは固定金額)を作成します。その後、ドキュメントに署名し、 " +":guilabel:`支払を登録`します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:610 msgid "" @@ -38357,6 +39319,7 @@ msgid "" "select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" +"顧客が最終的な請求書を受け取る時が来たら、同じ販売オーダから再度請求書を作成します。:guilabel:`顧客請求書を作成`ウィザードで、:guilabel:`通常請求書`を選択し、:guilabel:`前受金を差引く`のチェックを外します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:614 msgid "" @@ -38364,6 +39327,8 @@ msgid "" " into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " "`07|` before the value. Then, sign the document." msgstr "" +"次に、最初の顧客請求書から :guilabel:`Fiscal Folio` をコピーし、2番目の顧客請求書の :guilabel:`CDFI " +"Origin` に貼り付け、値の前にプレフィクス `07|` を付けます。その後、ドキュメントに署名して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:618 msgid "" @@ -38372,6 +39337,9 @@ msgid "" ":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " "sign the document." msgstr "" +"この後、最初の請求書のクレジットノートを作成します。2つ目の顧客請求書の :guilabel:`Fiscal Folio` " +"をコピーし、それをクレジットノートの :guilabel:`CFDI Origin` に貼り付け、プレフィクス `07|` " +"を付けます。その後、ドキュメントに署名して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:622 msgid "" @@ -38381,10 +39349,13 @@ msgid "" "payment. Finally, register the remaining amount with the :guilabel:`Register" " Payment` wizard." msgstr "" +"これにより、全ての電子ドキュメントが互いにリンクされます。最後のステップは、新しい顧客請求書を完全に支払うことです。新しい顧客請求書の下部にある " +":guilabel:`未払クレジット` にクレジットノートがあるので、それを支払に追加します。最後に :guilabel:`支払登録` " +"ウィザードで残額を登録します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:628 msgid "External trade" -msgstr "" +msgstr "対外貿易" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 msgid "" @@ -38394,28 +39365,30 @@ msgid "" "`_," " such as:" msgstr "" +"対外貿易は、通常の請求書を補完するもので、 `SAT規定 " +"`_に従って、外国顧客との請求書にXMLとPDFの両方で特定の値を追加し、例えば:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 msgid "The specific address of the receiver and the sender" -msgstr "" +msgstr "受信者と送信者の特定のアドレス" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:635 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" -msgstr "" +msgstr "プロダクトの種類を識別する :guilabel:`Tariff Fraction` の追加。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " "others (*certificate of origin* and *special units of measure*)." -msgstr "" +msgstr "正確な :guilabel:`インコタームズ`(国際商業用語)、その他(*原産地証明*、*特別単位*)。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." -msgstr "" +msgstr "これにより、輸出業者と輸入業者を正しく特定することができ、さらに販売された商品の説明も拡大されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" @@ -38423,18 +39396,22 @@ msgid "" "carry export operations of type A1. While the current CFDI is 4.0, the " "external trade is currently on version 1.1" msgstr "" +"2018年1月1日以降、対外貿易は、A1タイプの輸出オペレーションを行う納税者の要件となっています。現在のCFDIは4.0ですが、対外貿易は現在バージョン1.1です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:645 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" +"この機能を使用するには、モジュール :guilabel:`l10n_mx_edi_extended` and " +":guilabel:`l10n_mx_edi_extended_40` がインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:649 msgid "" "Before installing, make sure your business needs to use this feature. " "Consult your accountant first, if needed, before installing any modules." msgstr "" +"インストールする前に、あなたのビジネスがこの機能を使用する必要があることを確認してください。必要であれば、モジュールをインストールする前に、まず会計士に相談して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 msgid "" @@ -38446,6 +39423,11 @@ msgid "" "be valid. All three fields must coincide with the `Official SAT Catalog " "`_, or you will receive an error." msgstr "" +"会社の連絡先を対外貿易に設定するには、 :menuselection:`会計 --> 顧客 --> 顧客` に移動し、:guilabel:`会社` " +"を選択します。CFDI4.0の要件では、連絡先に有効な :guilabel:`ZIP` コードを追加するように求められていますが、外部貿易の補完では、 " +":guilabel:`都市` と :guilabel:`都道府県/州` " +"も検証済でなければならないという要件が追加されます。この3つのフィールドは全て`公式SATカタログ " +"`_と一致していなければなりません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:665 msgid "" @@ -38453,6 +39435,8 @@ msgid "" "not in the company itself. You can find your company's contact in " ":menuselection:`Accounting --> Customers --> Customers`." msgstr "" +" :guilabel:`都市` and :guilabel:`都道府県/週` " +"を会社自体ではなく、会社の*連絡先*に追加して下さい。会社の連絡先は、:menuselection:`会計 --> 顧客 --> 顧客`をご覧下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 msgid "" @@ -38461,10 +39445,12 @@ msgid "" "General Settings --> Companies`. These two fields have to coincide with the " "data in the |SAT|." msgstr "" +":guilabel:`所在地`フィールドと :guilabel:`コロニーコード`フィールドはオプションで、 :menuselection:`管理設定 " +"--> 一般設定 --> 会社`で直接追加することができます。この2つのフィールドは|SAT|のデータと一致していなければなりません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Optional external trade company fields." -msgstr "" +msgstr "オプションの対外貿易会社フィールド。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 msgid "" @@ -38473,18 +39459,20 @@ msgid "" "foreign client's contact. The contact must have the following fields " "completed to avoid errors:" msgstr "" +"外国の受取顧客の連絡先データを設定するには、:menuselection:`会計 --> 顧客 --> " +"顧客`に移動し、外国の顧客の連絡先を選択します。エラーを避けるため、連絡先には以下のフィールドが必要です:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:681 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." -msgstr "" +msgstr "会社全体の :guilabel:`住所`、有効な :guilabel:`郵便番号` コードと外国の :guilabel:`国`。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" -msgstr "" +msgstr "外国の :guilabel:`VAT` (税識別番号、例:コロンビア `123456789-1`)のフォーマット。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 msgid "" @@ -38492,6 +39480,8 @@ msgid "" "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" +":guilabel:`MX " +"EDI`タブでは、顧客が商品を受け取る期間が一時的(:guilabel:`一時的`)か永続的(:guilabel:`確定的`)かを指定する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:689 msgid "" @@ -38501,32 +39491,37 @@ msgid "" ":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " "fields that are required for external trade contact configuration." msgstr "" +"新しい連絡先がメキシコの既存の連絡先を複製して作成された場合は、 " +":guilabel:`会計制度`フィールドから引継がれた情報を必ず削除して下さい。また、 :guilabel:`税内訳なし` " +"オプションを有効にしないで下さい。このオプションを選択すると、対外貿易連絡先の設定に必要な必須フィールドが非表示になります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Required external trade customer fields." -msgstr "" +msgstr "対外貿易顧客の必須フィールド。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:699 msgid "" "In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " "replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" +"結果の XMLファイルとPDFファイルでは、:guilabel:`VAT` は自動的に海外取引の一般的な VAT: " +"`XEXX010101000`に置き換えられます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "All products involved with external trade have four fields that are " "required, two of them exclusive to external trade." -msgstr "" +msgstr "対外貿易に関わる全てのプロダクトには4つの必須項目があり、そのうち2つは対外貿易専用です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:708 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." -msgstr "" +msgstr "プロダクトの :guilabel:`内部参照` は :guilabel:`一般情報` タブにあります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "The :guilabel:`Weight` of the product must be more than `0`." -msgstr "" +msgstr "プロダクトの :guilabel:`重量` は `0` 以上でなければなりません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 msgid "" @@ -38534,27 +39529,31 @@ msgid "" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" +" :guilabel:`会計`タブ内でのプロダクトの `正確な " +"`_ " +":guilabel:`関税率` 。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:712 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." -msgstr "" +msgstr " :guilabel:`UMT Aduana` は :guilabel:`関税率`に対応しています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Required external trade product fields." -msgstr "" +msgstr "対外貿易プロダクトの必須フィールド。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:719 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." -msgstr "" +msgstr ":guilabel:`関税率` の単位コードが `01` の場合、正確な :guilabel:`UMT Aduana` は `kg`です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:721 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" +":guilabel:`関税率` の単位コードが `06` の場合、正しい :guilabel:`UMT Aduana` は `単位` です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:727 msgid "" @@ -38565,6 +39564,10 @@ msgid "" "**must** be activated in the :guilabel:`Currencies` section. The correct " ":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" +"請求書を作成する前に、対外貿易請求書ではプロダクトの金額を米ドルに変換する必要があることを考慮することが重要です。そのため、 :doc:`複数通貨 " +"<../accounting/get_started/multi_currency>` の有効化する**必要があり**、 :guilabel:`通貨` " +"セクションで **USD*を有効化する**必要があります**。実行する正しい :guilabel:`サービス` は :guilabel:`メキシコ銀行`" +" です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:733 msgid "" @@ -38573,16 +39576,18 @@ msgid "" "and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " "Info` tab." msgstr "" +"そして :menuselection:`会計 --> 管理設定 --> 通貨` で正しい為替レートを設定すると、 :guilabel:`インコタームズ`" +" と :guilabel:`その他情報` タブにあるオプションの :guilabel:`証明書ソース` フィールドだけが残ります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "External trade Other Info tab of a product." -msgstr "" +msgstr "プロダクトの対外貿易その他情報。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 msgid "" "Finally, sign the invoice with the same process as a regular invoice, and " "click the :guilabel:`Process Now` button." -msgstr "" +msgstr "最後に、通常の請求書と同じプロセスで請求書に署名し、:guilabel:`今すぐ処理`ボタンをクリックして下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" @@ -38590,6 +39595,8 @@ msgid "" "porte->`_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" +" `Carta Porte `_ とは船荷証券のことで、運ばれる貨物の種類、数量、送付先が記載されたドキュメントです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:750 msgid "" @@ -38598,12 +39605,14 @@ msgid "" "to generate a document type \"T\" (Traslado), which, unlike other documents," " is created in a delivery order instead of an invoice or payment." msgstr "" +"2021年12月1日、このCFDIのバージョン2.0が全ての運送業者、仲介業者、商品の所有者向けに導入されました。Odooはドキュメントタイプ " +"\"T\"(Traslado)を作成することができ、これは他のドキュメントとは異なり、顧客請求書や支払の代わりに配送オーダで作成されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "Odoo can create XML and PDF files with (or without) ground transport, and " "can process materials that are treated as *Dangerous Hazards*." -msgstr "" +msgstr "Odooは地上輸送を伴う(または伴わない)XMLファイルとPDFファイルを作成し、*危険物*として扱われる材料を処理することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 msgid "" @@ -38611,6 +39620,9 @@ msgid "" ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" +"この機能を使用するには、モジュール :guilabel:`l10n_mx_edi_extended`, " +":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` および " +":guilabel:`l10n_mx_edi_stock_40` がインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:761 msgid "" @@ -38618,6 +39630,8 @@ msgid "" "<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " "apps installed, as well." msgstr "" +"これに加え、 :doc:`在庫 <../../inventory_and_mrp/inventory>` and :doc:`Sales " +"<../../sales/sales>` アプリもインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:765 msgid "" @@ -38625,10 +39639,12 @@ msgid "" "or marine transport. Consult your accountant first if this feature is needed" " before doing any modifications." msgstr "" +"OdooはCarta Porteタイプのドキュメントタイプ " +"\"I\"(Ingreso)、航空輸送、海上輸送をサポートしていません。この機能が必要な場合は、修正の前にまず会計士にご相談下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 msgid "Odoo manages two different types of CFDI:" -msgstr "" +msgstr "Odooは2つの異なるタイプのCFDIを管理します:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 msgid "" @@ -38636,12 +39652,14 @@ msgid "" " than 30 KM " "`_." msgstr "" +"**連邦高速道路なし**: *送付先までの距離* が `30,000KMまで " +"`_の場合に使用されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:775 msgid "" "**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" " KM." -msgstr "" +msgstr "**連邦運送**: *送付先までの距離* が、30,000KMを超える場合に使用されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" @@ -38649,6 +39667,7 @@ msgid "" "customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" " external configuration is needed." msgstr "" +"通常の顧客請求書の標準要件(顧客の|RFC|、UNSPSCコードなど)以外は、*連邦高速道路なし*を使用している場合、外部設定は必要ありません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:780 msgid "" @@ -38656,10 +39675,11 @@ msgid "" "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" +"*連邦運送*では、連絡先、車両設定、プロダクトにいくつかの設定を追加する必要があります。これらの設定はXMLファイルとPDFファイルに追加されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 msgid "Contacts and vehicles" -msgstr "" +msgstr "連絡先と車両" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 msgid "" @@ -38668,14 +39688,17 @@ msgid "" ":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" " Catalog for Carta Porte _`." msgstr "" +"対外貿易機能のように、会社および最終顧客の両方で :guilabel:`住所` が記入されている必要があります。 :guilabel:`郵便番号` " +"コード、 :guilabel:`都市` および :guilabel:`都道府県/州` は `Carta Porte用公式SATカタログ _` と一致している必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 msgid "The field, :guilabel:`Locality`, is optional for both addresses." -msgstr "" +msgstr "フィールド :guilabel:`所在地` は両方の住所で任意です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Delivery guide contact configuration." -msgstr "" +msgstr "配送ガイドの連絡先設定。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 msgid "" @@ -38684,6 +39707,8 @@ msgid "" "Warehouses`. While this is set as the company address by default, you can " "change it according to your correct warehouse address." msgstr "" +"配送ガイドに使用される配送元住所は :menuselection:`在庫 --> 設定 --> 倉庫管理 --> 倉庫` " +"で設定します。デフォルトでは会社の住所として設定されていますが、正しい倉庫の住所に変更することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:802 msgid "" @@ -38692,16 +39717,18 @@ msgid "" "you add all the information related to the vehicle used for the delivery " "order." msgstr "" +"この機能に加え、 :menuselection:`在庫 --> 管理設定 --> メキシコ` に :guilabel:`車両設定` " +"メニューが追加されました。このメニューでは配送オーダに使用する車両に関する情報を全て追加することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 msgid "All fields are mandatory to create a correct delivery guide." -msgstr "" +msgstr "正しい配送ガイドを作成するために、全てのフィールドは必須です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 msgid "" "The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " "must contain between 5 to 7 characters." -msgstr "" +msgstr ":guilabel:`車両プレート番号`と:guilabel:`ナンバープレート`のフィールドには5文字から7文字が必要です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:812 msgid "" @@ -38709,10 +39736,12 @@ msgid "" "vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " "and :guilabel:`Operator Licence`." msgstr "" +":guilabel:`仲介者` セクションでは、車両の運転者を追加する必要があります。この連絡先の必須項目は :guilabel:`VAT` と " +":guilabel:`作業者ライセンス` だけです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Delivery guide vehicle configuration." -msgstr "" +msgstr "配送ガイド車両設定" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" @@ -38720,18 +39749,20 @@ msgid "" "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" +"通常の顧客請求書と同様に、全てのプロダクトには :guilabel:`UNSPSCカテゴリ` " +"が必要です。これに加えて、配送ガイドに関わるプロダクトには2つの追加設定があります:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:825 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." -msgstr "" +msgstr "在庫移動を作成するには、 :guilabel:`プロダクトタイプ` を :guilabel:`在庫可能品` に設定する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " "more than `0`." -msgstr "" +msgstr ":guilabel:`在庫` タブの :guilabel:`重量` フィールドは `0` 以上でなければなりません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:830 msgid "" @@ -38740,14 +39771,16 @@ msgid "" "order, it is needed to return the products, and create the delivery order " "(and delivery guide) again with the correct amounts." msgstr "" +"値 `0` を持つプロダクトの配送ガイドを作成すると、エラーがトリガされます。配送オーダには :guilabel:`重量` " +"が既に格納されているため、プロダクトを返却し、正しい金額で配送オーダ(および配送ガイド)を再度作成する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Delivery guide product configuration." -msgstr "" +msgstr "配送ガイドプロダクト設定" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:839 msgid "Sales and inventory flow" -msgstr "" +msgstr "販売と在庫フロー" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:841 msgid "" @@ -38756,6 +39789,8 @@ msgid "" ":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " "transfer." msgstr "" +"配送ガイドを作成するには、まず :menuselection:`販売 --> 販売オーダ` から販売オーダを作成し、確認する必要があります。これにより " +":guilabel:`配送` スマートボタンが生成されます。それをクリックし、転送を :guilabel:`検証` します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:845 msgid "" @@ -38763,6 +39798,8 @@ msgid "" "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" +"ステータスが :guilabel:`完了`に設定された後、運送を編集し、 " +":guilabel:`運送タイプ`(:guilabel:`連邦高速道路なし`または :guilabel:`連邦輸送`)を選択することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 msgid "" @@ -38770,6 +39807,8 @@ msgid "" " save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" +"配送ガイドのタイプが :guilabel:連邦高速道路なし` の場合、運送を保存してから :guilabel:`配送ガイドを生成` " +"をクリックします。出来上がったXMLはチャターで見ることができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" @@ -38777,6 +39816,8 @@ msgid "" ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" +"全てのプロダクトで :guilabel:`UNSPSC`を使用している他、 " +":guilabel:`連邦高速道路なし`を使用している配送ガイドは、政府へ送付するための特別な設定は必要ありません。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:856 msgid "" @@ -38785,14 +39826,16 @@ msgid "" "Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " "used for this delivery." msgstr "" +"配送ガイドのタイプが :guilabel:`連邦運送` の場合、タブ :guilabel:`MX EDI` が表示されます。そこで " +":guilabel:`送付先までの距離(KM)` に `0` より大きな値を入力し、この配送に使用する :guilabel:`車両設定` を選択します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Delivery guide MX EDI tab configuration." -msgstr "" +msgstr "配送ガイドMX EDIタブ設定。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 msgid "Dangerous hazards" -msgstr "" +msgstr "危険ハザード" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:867 msgid "" @@ -38802,6 +39845,8 @@ msgid "" " as *dangerous hazards*. These categories need additional considerations " "when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" +":guilabel:`UNSPSCカテゴリ`に含まれる特定の値は、SATの公式カタログ`_では*危険ハザード*とみなされています。これらのカテゴリは" +" :guilabel:`連邦運送` で配送ガイドを作成する際に追加の考慮が必要です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:872 msgid "" @@ -38811,10 +39856,13 @@ msgid "" ":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " "from the |SAT| catalog." msgstr "" +"まず、 :menuselection:`在庫 --> プロダクト --> プロダクト` からプロダクトを選択します。次に :guilabel:`会計` " +"タブの :guilabel:`危険物指定コード (MX)` と :guilabel:`危険梱包 (MX)` フィールドに |SAT| " +"カタログの正しいコードを入力します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Delivery guide hazardous material product required fields." -msgstr "" +msgstr " デリバリーガイドの危険物プロダクト必須フィールド。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:880 msgid "" @@ -38823,14 +39871,16 @@ msgid "" "Insurance Policy` has to be filed, as well. After this, continue with the " "regular process to create a delivery guide." msgstr "" +" :menuselection:`在庫 --> 管理設定 --> メキシコ --> 車両設定`で、 :guilabel:`環境保険会社` と " +":guilabel:`環境保険ポリシー` のデータも提出する必要があります。この後、配送ガイドを作成するための通常のプロセスを続行します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Delivery Guide environment insurer required fields." -msgstr "" +msgstr "配送ガイド環境保険会社必要フィールド。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:889 msgid "Customs numbers" -msgstr "" +msgstr "税関番号" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:891 msgid "" @@ -38838,6 +39888,8 @@ msgid "" "certifies that all contributions to the fiscal entity (the |SAT|) has been " "paid for, including the import/export of goods." msgstr "" +"*税関申告書*(Pedimento " +"Aduanero)は、商品の輸出入を含め、会計主体(|SAT|)への拠出金が全て支払われたことを証明する会計ドキュメントです。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 msgid "" @@ -38847,6 +39899,9 @@ msgid "" "operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" +" CFDI4.0の付属書20 " +"`_によると、請求された商品が第1次輸入業務に由来するドキュメントでは、その業務に関連する全ての商品明細に" +" :guilabel:`税関番号` というフィールドを追加する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:899 msgid "" @@ -38855,6 +39910,9 @@ msgid "" ":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " "<../../sales/sales>` apps." msgstr "" +"そのためには、 :doc:`在庫 <../../inventory_and_mrp/inventory>`, :doc:`Purchase " +"<../../inventory_and_mrp/purchase>`, :doc:`販売 <../../sales/sales>` アプリに加えて、 " +":guilabel:`l10n_mx_edi_landing` モジュールをインストールする必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 msgid "" @@ -38863,6 +39921,7 @@ msgid "" "related to exporting. Consult your accountant first if this feature is " "needed before doing any modifications." msgstr "" +"対外貿易と混同しないで下さい。税関番号は商品の輸入に直接関係し、対外貿易補数は輸出に関係します。この機能が必要な場合は、修正する前にまず会計士に相談して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 msgid "" @@ -38872,6 +39931,10 @@ msgid "" " Go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation`. Make sure that :guilabel:`Landed Costs` is activated." msgstr "" +"特定の顧客請求書用に正しい税関番号を追跡するために、Odooは、 :doc:`陸揚コスト " +"<../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs>`を使用します。" +" :menuselection:`在庫 --> 設定 --> 管理設定 --> 評価`に行きます。 :guilabel:`陸揚コスト` " +"が有効化されていることを確認して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" @@ -38879,6 +39942,8 @@ msgid "" ":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " "a :guilabel:`Default Split Method`." msgstr "" +"まずは、`Pedimento`といわれる *サービス*-タイププロダクトを作成して下さい。 :guilabel:`購買` タブで、 " +":guilabel:`陸揚コスト`を有効化し、 :guilabel:`デフォルト分割方法`を選択します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" @@ -38886,53 +39951,54 @@ msgid "" " so, create the storable products, and make sure the :guilabel:`Product " "Category` has the following configuration." msgstr "" +"次に税関番号を保持する*在庫可能品*を設定します。そのためには、在庫可能品を作成し、:guilabel:`プロダクトカテゴリ`に以下の設定があることを確認します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" -msgstr "" +msgstr ":guilabel:`原価計算法`: :guilabel:`先入先出` または :guilabel:`移動平均原価`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" -msgstr "" +msgstr ":guilabel:`在庫評価`: :guilabel:`自動化済`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" -msgstr "" +msgstr ":guilabel:`在庫評価勘定`: :guilabel:`115.01.01 Inventario`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:925 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" -msgstr "" +msgstr ":guilabel:`在庫仕訳帳`: :guilabel:`在庫評価`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:926 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" -msgstr "" +msgstr ":guilabel:`在庫入力勘定`: :guilabel:`115.05.01 Mercancías en tránsito`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:927 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" -msgstr "" +msgstr ":guilabel:`在庫出力勘定`: :guilabel:`115.05.01 Mercancías en tránsito`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Storable products general configuration." -msgstr "" +msgstr "在庫可能プロダクト一般設定" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Storable product category configuration." -msgstr "" +msgstr "在庫可能プロダクトカテゴリ設定。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:938 msgid "Purchase and sales flow" -msgstr "" +msgstr "購買と販売フロー" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 msgid "" "After you configure your product, follow the standard :doc:`purchase flow " "<../../inventory_and_mrp/purchase>`." -msgstr "" +msgstr "プロダクトを設定後、標準 :doc:`購買フロー <../../inventory_and_mrp/purchase>`に従って下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 msgid "" @@ -38941,6 +40007,9 @@ msgid "" "smart button. Click on the :guilabel:`Receipt` smart button to " ":guilabel:`Validate` the receipt." msgstr "" +" :menuselection:`購買 --> オーダ --> 購買オーダ`から購買オーダを作成します。そして、オーダを検証し、 " +":guilabel:`入荷` スマートボタンを表示します。 :guilabel:`入荷` スマートボタンをクリックして、入荷を " +":guilabel:`検証`します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" @@ -38948,6 +40017,8 @@ msgid "" " a new record. Add the transfer that you just created, and both: the product" " `Pedimento` and :guilabel:`Customs number`." msgstr "" +" :meuselection:`在庫 --> オペレーション --> 陸揚コスト`に行き、新規レコードを作成します。作成したばかりの輸送、および : " +"プロダクト `Pedimento` と :guilabel:`税関番号`の両方を追加します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:950 msgid "" @@ -38955,22 +40026,24 @@ msgid "" " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" +"オプションとしてコスト金額を追加できます。その後、陸揚コストを検証します。一度 " +":guilabel:`記帳済`になると、この入荷に関連した全プロダクトに税関番号が割当られます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:954 msgid "" "You can only add the *Pedimentos* number **once**, so be careful when " "associating the correct number with the transfer(s)." -msgstr "" +msgstr " *Pedimentos* 番号は **1度**のみしか追加できないため、運送と正確な番号を関連させるよう注意して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on a landed costs Inventory record." -msgstr "" +msgstr "陸揚コスト在庫レコード上の税関番号" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" "Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." -msgstr "" +msgstr "そして販売オーダを作成し、確認します。これにより、 :guilabel:`配送` スマートボタンがトリガされるので、検証して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:964 msgid "" @@ -38979,14 +40052,15 @@ msgid "" " match the customs number added in the *Landed Costs* record you created " "earlier." msgstr "" +"最後に、販売オーダから顧客請求書を作成し、確認します。プロダクトに関連する顧客請求書の明細には税関番号が記載されています。この番号は、先に作成した*陸揚コスト*レコードに追加された税関番号と一致する必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." -msgstr "" +msgstr "確認済販売オーダプロダクトの税関番号。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:973 msgid "Electronic accounting" -msgstr "" +msgstr "電子会計" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:975 msgid "" @@ -38996,27 +40070,30 @@ msgid "" "entries through electronic means, and to enter accounting information on a " "monthly basis, through the |SAT| website." msgstr "" +"メキシコでは、 `電子会計処理 `_ " +"は会計記録を|SAT|のウェブサイトを通じて、電子的な方法で会計記録と入力を行い、毎月会計情報を入力する義務を指します。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "It consists of three main XML files:" -msgstr "" +msgstr "それは3つのXMLファイルからなります:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:982 msgid "" "The updated list of the chart of accounts that you are currently using." -msgstr "" +msgstr "現在使用中の勘定科目表の更新済リスト。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:983 msgid "" "A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." -msgstr "" +msgstr "月次試算表と決算報告書: *試算表13か月目*。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "Either optional, or for a compulsory audit, an export of the journal entries" " in your general ledger." -msgstr "" +msgstr "任意または強制監査では、総勘定元帳の仕訳帳をエクスポートします。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" @@ -39024,6 +40101,8 @@ msgid "" "Contabilidad Electrónica 1.3 " "`_." msgstr "" +"The resulting XMLファイルの結果は `Anexo Técnico de Contabilidad Electrónica 1.3 " +"`_の要件に従います。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:990 msgid "" @@ -39033,6 +40112,9 @@ msgid "" "journal entries that involve IVA taxes that can be exported in a " ":file:`.txt` file." msgstr "" +"これに加えて `DIOT `_: " +":file:`.txt` fileにエキスポートできるIVA税を含む仕入先仕訳のレポートを生成することができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 msgid "" @@ -39041,12 +40123,18 @@ msgid "" ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " ":doc:`Accounting <../accounting/get_started>`." msgstr "" +"これらのレポートを使用するには、 :guilabel:`l10n_mx_reports`, " +":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` と " +":guilabel:`l10n_mx_xml_polizas_edi` および、 :doc:`会計 " +"<../accounting/get_started>`モジュールがインストールされている必要があります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 msgid "" "You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " "reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" +" *勘定科目表*、*試算表13か月目*および *DIOT*レポートは :menuselection:`会計 --> レポーティング --> " +"メキシコ`にあります。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1004 msgid "" @@ -39054,6 +40142,7 @@ msgid "" "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" +"送付する報告書の具体的な特徴や義務は、会計制度によって変わる可能性があります。政府にドキュメントを送付する前に、必ず会計士に連絡して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1013 msgid "" @@ -39062,16 +40151,21 @@ msgid "" "cuentas " "`_." msgstr "" +"メキシコの :doc:`勘定科目表 <../accounting/get_started/chart_of_accounts>` は、 follows " +"a |SAT|'s' `Código agrupador de cuentas " +"`_に基づいた特定のパターンに準じています。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1017 msgid "" "You can create any account, as long as it respects |SAT|'s encoding group: " "the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" +"|SAT|のエンコーディンググループに従っている限り、どんな勘定科目も作成できます: パターンは `NNN.YY.ZZ` または " +"`NNN.YY.ZZZ`です。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1021 msgid "Some examples are `102.01.99` or `401.01.001`." -msgstr "" +msgstr "例えば、 `102.01.99` または `401.01.001`など。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1023 msgid "" @@ -39080,12 +40174,14 @@ msgid "" " the correct grouping code appears in :guilabel:`Tags`, and your account " "appears in the *COA* report." msgstr "" +"新しい勘定科目が|SAT|エンコーディンググループパターンで、 :menuselection:`会計 --> 設定 --> " +"勘定科目`内で作成された場合、正しいグループ化コードが :guilabel:`タグ`に表示され、勘定科目が*COA*レポートに表示されます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "Once you create all your accounts, make sure the correct :guilabel:`Tags` " "are added." -msgstr "" +msgstr "全ての勘定科目を作成したら、正しい :guilabel:`タグ` が追加されていることを確認して下さい。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" @@ -39093,6 +40189,8 @@ msgid "" "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" +"セクションが0で終わるパターンは使うことができません(例えば `100.01.01`, `301.00.003` " +"や`604.77.00`)。これはレポートのエラーをトリガします。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 msgid "" @@ -39101,6 +40199,9 @@ msgid "" " generate an XML file containing all of your accounts, which will be ready " "to upload to the |SAT| website." msgstr "" +"全てが設定されたら、 :menuselection:`会計 --> レポーティング --> メキシコ --> COA`に行き、 " +":guilabel:`SAT (XML)` ボタンをクリックして全ての勘定科目を含むXMLファイルを生成して下さい。 |SAT| " +"ウェブサイトにアップロードする準備ができます。" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" @@ -40337,6 +41438,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -43120,6 +44222,1423 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "従業員契約" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "バッチ支払を作成" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "全てのバッチ支払は同じ支払方法を共有している必要があります。" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "ベトナム" @@ -44514,17 +47033,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -44536,48 +47055,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -44592,46 +47111,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -44641,32 +47160,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -44674,25 +47193,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -44702,41 +47221,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -44744,7 +47263,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/ja/LC_MESSAGES/general.po b/locale/ja/LC_MESSAGES/general.po index c18bda660..82d6ad885 100644 --- a/locale/ja/LC_MESSAGES/general.po +++ b/locale/ja/LC_MESSAGES/general.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Junko Augias, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -3404,15 +3404,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3420,11 +3420,11 @@ msgid "" "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "" @@ -3432,7 +3432,7 @@ msgstr "" msgid "Warning in Odoo upon email limit reached." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3440,63 +3440,65 @@ msgid "" " blacklisted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "**1日に20通Eメール** 単一アプリ無料プラン" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." +msgid "**50 emails per day** for one-app free and trial databases." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -3504,7 +3506,7 @@ msgid "" "click the :guilabel:`Retry` button next to an unsent email." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3513,20 +3515,20 @@ msgid "" "`, instead of emails." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -3534,23 +3536,24 @@ msgid "" "line is a copy of the message.`" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -3560,17 +3563,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -3578,14 +3581,14 @@ msgid "" "correctly." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -3596,35 +3599,35 @@ msgid "" " --> System Parameters`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -3634,41 +3637,41 @@ msgid "" "adjustments." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -3678,58 +3681,58 @@ msgid "" "servers from the database." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -3739,67 +3742,67 @@ msgid "" "efficient way for the Odoo Support team to investigate." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" diff --git a/locale/ja/LC_MESSAGES/hr.po b/locale/ja/LC_MESSAGES/hr.po index 819dfd5af..e383db281 100644 --- a/locale/ja/LC_MESSAGES/hr.po +++ b/locale/ja/LC_MESSAGES/hr.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Junko Augias, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -655,7 +655,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -716,7 +716,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -869,142 +869,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "レポーティング" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "目標" @@ -1172,6 +1043,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "レポーティング" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "勤怠" @@ -1616,7 +1740,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "概要" @@ -5469,9 +5593,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6861,134 +6985,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "プロダクト" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "プロダクトカテゴリ" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "アラート" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6996,21 +7003,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7019,7 +7026,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7027,32 +7034,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7067,15 +7074,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7817,6 +7828,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "プロダクト" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "プロダクトカテゴリ" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8322,7 +8458,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8505,7 +8640,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9547,7 +9682,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9856,9 +9991,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9872,19 +10007,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9893,37 +10020,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9931,20 +10059,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9953,34 +10082,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9988,19 +10117,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10008,70 +10137,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10080,7 +10247,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10089,48 +10256,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10141,46 +10328,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10190,11 +10377,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10204,322 +10391,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "オファー" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11985,47 +12191,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12033,27 +12239,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12063,11 +12269,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "不整合" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12075,7 +12281,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12083,7 +12289,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12095,13 +12301,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12110,7 +12316,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12121,42 +12327,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12164,11 +12370,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12176,7 +12382,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12187,19 +12393,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12207,18 +12413,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12228,34 +12434,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12265,14 +12471,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12280,18 +12486,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12299,7 +12505,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12307,32 +12513,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12342,17 +12548,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12360,7 +12566,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12370,17 +12576,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12388,7 +12594,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12396,7 +12602,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12404,7 +12610,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12415,14 +12621,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12435,18 +12641,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12454,7 +12660,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12468,30 +12674,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12500,7 +12706,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12511,7 +12717,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13182,7 +13388,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "新規" @@ -13311,7 +13516,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13350,508 +13555,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "不採用" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "メールテンプレート" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "拒否理由" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "クイック追加" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13859,7 +13567,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13867,11 +13575,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13887,7 +13595,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13896,20 +13604,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13918,7 +13626,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13928,14 +13636,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13943,7 +13651,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13953,7 +13661,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13961,7 +13669,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13970,7 +13678,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13983,7 +13691,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13992,17 +13700,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14010,20 +13718,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14031,28 +13739,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14063,18 +13771,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14082,7 +13790,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14090,13 +13798,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14107,14 +13815,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14128,7 +13836,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14139,17 +13847,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14158,7 +13866,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14171,13 +13879,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14191,11 +13899,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14203,7 +13911,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14223,14 +13931,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14238,7 +13946,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14246,7 +13954,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14259,7 +13967,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14267,11 +13975,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14280,7 +13988,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14289,11 +13997,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14302,7 +14010,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14311,7 +14019,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14320,17 +14028,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14340,7 +14048,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14348,19 +14056,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14369,28 +14077,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14400,7 +14108,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14408,11 +14116,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14423,42 +14131,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14469,13 +14177,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14486,11 +14194,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "従業員レコードを作成する" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14499,13 +14207,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "クイック追加" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14771,6 +14806,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "メールテンプレート" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "拒否理由" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "紹介" @@ -14789,8 +15111,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15045,7 +15367,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15191,139 +15513,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "リワード" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "レベル" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15334,11 +15541,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15349,14 +15556,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15367,7 +15574,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15376,7 +15583,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15389,18 +15596,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15409,7 +15616,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15417,7 +15624,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15429,112 +15636,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15542,7 +15651,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15552,7 +15661,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15561,7 +15670,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15572,16 +15681,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "リワード" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16364,10 +16762,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16938,232 +17332,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "マネジメント" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17171,7 +17339,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17179,7 +17347,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17187,44 +17355,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17232,7 +17400,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17244,186 +17412,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "ダッシュボード" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17431,7 +17420,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17439,31 +17428,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17474,7 +17463,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17486,7 +17475,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17494,18 +17483,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "タイプごと" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17517,13 +17506,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17531,7 +17520,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17539,7 +17528,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17547,10 +17536,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "マネジメント" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "ダッシュボード" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/ja/LC_MESSAGES/inventory_and_mrp.po b/locale/ja/LC_MESSAGES/inventory_and_mrp.po index 5ad968864..82dafa6e0 100644 --- a/locale/ja/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ja/LC_MESSAGES/inventory_and_mrp.po @@ -6,17 +6,17 @@ # Translators: # Yoshi Tashiro (Quartile) , 2023 # Noma Yuki, 2024 -# Wil Odoo, 2024 # Junko Augias, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Junko Augias, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1652,9 +1652,8 @@ msgstr ":guilabel: 詳細オペレーションポップアップの`ロット`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1665,6 +1664,7 @@ msgstr ":guilabel: 詳細オペレーションポップアップの`ロット`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1680,7 +1680,7 @@ msgstr ":guilabel: 詳細オペレーションポップアップの`ロット`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1690,11 +1690,14 @@ msgstr ":guilabel: 詳細オペレーションポップアップの`ロット`" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "設定" @@ -3910,16 +3913,15 @@ msgstr "" msgid "Reordering rules" msgstr "再オーダ規則" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"再オーダ規則は、指定された上限を超えることなく、予測在庫レベルを一定の閾値以上に保つために使用されます。これは、在庫が下回ってはならない最小数量と、在庫が超えてはならない最大数量を指定することで行うことができます。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3930,24 +3932,24 @@ msgid "" msgstr "" "再オーダ規則は、補充に使用されるルートに基づいて各プロダクト用に設定できます。プロダクトが*購買*ルートを使用する場合、再オーダ規則がトリガされると見積依頼書(RFQ)が作成されます。プロダクトが*製造*ルートを使用する場合、代わりに製造オーダ(MO)が作成されます。これは選択された補充ルートに関係なく同じです。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" "`Odooチュートリアル: 自動再オーダ規則 `_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "`Odooチュートリアル: 手動オーダ規則 `_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "再オーダ規則用にプロダクトを設定する" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3957,7 +3959,7 @@ msgstr "" "プロダクトの再オーダ規則を使用するには、まず正しく設定する必要があります。初めに :menuselection:`在庫アプリ --> プロダクト -->" " プロダクト` に移動し、既存のプロダクトを選択するか、 :guilabel:`新規` をクリックして新しいプロダクトを作成します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3971,7 +3973,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "プロダクトタイプを在庫可能に設定します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3983,7 +3985,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "在庫タブで1つ以上のルートを選択します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4000,7 +4002,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "購入タブで仕入先と価格を指定します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4010,7 +4012,7 @@ msgstr "" "プロダクトを :guilabel:`製造` ルートで補充する場合、少なくとも1つの部品表(BoM)が関連付けられている必要があります。これはOdooが " ":abbr:`BoM (部品表)`を持つプロダクトに対してのみ製造オーダを作成するために必要です。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4024,11 +4026,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "プロダクトフォームの仕入先請求書スマートボタン。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "新しい再オーダ規則の作成" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " @@ -4037,15 +4039,15 @@ msgstr "" "新しい再オーダ規則を作成するには、 :menuselection:`在庫アプリ --> 設定 --> 再オーダ規則` に移動し、 " ":guilabel:`新規` をクリックして、以下のように新しい行を記入して下さい:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr ":guilabel:`プロダクト`:規則によって補充されるプロダクト。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`ロケーション`:プロダクトが保管されている場所。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -4053,20 +4055,20 @@ msgid "" msgstr "" ":guilabel:`最少数量`:規則がトリガされずに予測できる最小数量。予測在庫がこの数を下回ると、プロダクトの補充オーダが作成されます。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr ":guilabel:`最大数量`: 在庫が補充される最大数量です。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr ":guilabel:`複数の数量`: プロダクトを一定量ずつ補充するかどうかを指定します(例えば、20個ずつ補充するなど)。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4079,7 +4081,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "新しい再オーダ規則を作成するためのフォームです。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -4090,29 +4092,145 @@ msgstr "" "プロダクト` に移動し、プロダクトを選択します。そして :guilabel:`再オーダ規則` スマートボタンをクリックし、 :guilabel:`新規`" " をクリックして新しい行を入力します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "再オーダ規則の高度な使用法については、以下の再オーダフィールドについて学んで下さい:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr ":ref:`トリガ `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr ":ref:`可視性日数 `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr ":ref:`ルート `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "トリガー" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " @@ -4120,7 +4238,7 @@ msgid "" msgstr "" "在庫が再オーダ規則の最小値を下回ったら、再オーダ規則の*トリガ*を*自動*に設定し、在庫を補充するために購買または製造オーダを自動的に作成します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -4129,17 +4247,17 @@ msgid "" msgstr "" "また、再オーダリング規則のトリガを*手動*に設定すると、プロダクトと予測在庫が*補充ダッシュボード*に表示され、調達マネジャーが在庫レベル、リードタイム、入荷予測日を確認することができます。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr ":doc:`戦略`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "補充ダッシュボードは :menuselection:`在庫アプリ --> オペレーション --> 補充` からアクセスできます。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -4155,7 +4273,7 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "追加オプションメニューでトリガフィールドを切り替えて有効にします。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" @@ -4164,11 +4282,11 @@ msgstr "" ":guilabel:`トリガ` 列で :guilabel:`自動` または :guilabel:`手動` " "を選択します。異なるタイプの再オーダ規則については、以下のセクションを参照して下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "自動" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " @@ -4177,21 +4295,21 @@ msgstr "" "再オーダ規則の :guilabel:`トリガ` フィールドを :guilabel:`自動` " "に設定することで構成される自動再オーダ規則は、以下の場合に購買または製造オーダを生成します:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "スケジューラが実行され、*手持在庫*数量が最小値を下回った場合。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "販売オーダが確定し、そのプロダクトの*予測*数量が最小販売数量を下回ります。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "スケジューラはデフォルトで1日1回実行するように設定されています。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -4203,11 +4321,11 @@ msgstr "" "が有効になっていることを確認し、 :menuselection:`在庫アプリ --> オペレーション --> スケジューラ実行` " "を選択します。次に、表示されるポップアップウィンドウで紫色の :guilabel:`スケジューラ実行` ボタンをクリックします。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "これは他のスケジュールされたアクションもトリガすることに注意して下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -4222,7 +4340,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "再オーダ規則ページから自動再オーダ規則を表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4232,7 +4350,7 @@ msgstr "" ":guilabel:`購買` ルートが選択されると、 :abbr:`RFQ (見積依頼)`が生成されます。abbr:`RFQ(見積依頼)` " "を表示・管理するには、 :menuselection:`購買アプリ --> オーダ --> 見積依頼` に移動します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4242,20 +4360,20 @@ msgstr "" " :guilabel:`製造` ルートを選択すると、 :abbr:`MO(製造オーダ)`が生成されます。MO(製造オーダ)`を表示・管理するには、 " ":menuselection:`製造アプリ --> 工程 --> 製造オーダ` に移動します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" "ルートが選択されていない場合、Odooはプロダクトフォームの :guilabel:`在庫`タブで指定された :guilabel:`ルート`を選択します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "手動" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -4267,7 +4385,7 @@ msgstr "" "再オーダ規則の :guilabel:`トリガ` フィールドを :guilabel:`手動` " "に設定することで構成される手動再オーダ規則は、予測数量が指定された最小値を下回った場合に、プロダクトを補充ダッシュボードにリストします。このダッシュボード上のプロダクトは*ニーズ*と呼ばれ、今後の販売オーダを満たすために必要であるが、予測数量が足りないためです。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -4277,7 +4395,7 @@ msgstr "" "補充ダッシュボードは :menuselection:`在庫アプリ --> オペレーション --> 補充` " "でアクセスでき、販売オーダの期限、予測在庫レベル、仕入先のリードタイムを考慮します。このダッシュボードは再オーダの時期が来た時**のみ**必要な項目を表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -4288,7 +4406,7 @@ msgstr "" "` " "セクションにスキップして、指定した日数前に補充ダッシュボードに表示されるようにします。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -4303,11 +4421,11 @@ msgid "" "stock." msgstr "補充ダッシュボードの1度オーダするボタンをクリックして、在庫を補充します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "可視性日数" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" @@ -4317,7 +4435,7 @@ msgstr "" "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` " "が理解されていることを確認して下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -4328,20 +4446,20 @@ msgstr "" "rr>`がプロダクトに割当てられた場合、*可視性日数*により、そのプロダクトが補充ダッシュボード（:menuselection:`在庫アプリ --> " "オペレーション --> 補充`）に表示されるようになります。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "あるプロダクトに、在庫が 4 個以下になったときにトリガされる手動再オーダ規則が設定されています。現在の手持ち数量は10個です。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "現在の日付は2月20日で、( :guilabel:`その他の情報`タブの)販売オーダの*配送日*は3月3日、現在の日付から12日です。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " @@ -4350,7 +4468,7 @@ msgstr "" ":ref:` 仕入先リードタイム ` は4日で、 :ref:` " "購買安全リードタイム ` は1日です。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -4365,13 +4483,13 @@ msgid "" "Feb 27th." msgstr "補充ダッシュボードにニーズが表示されるタイミングを表すグラフィック:2月27日。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "現在の日付、2月20日の補充ダッシュボードでプロダクトを見るには、 :guilabel:`可視性日数` を `7.00` に設定します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " @@ -4379,21 +4497,21 @@ msgid "" msgstr "" "補充ダッシュボードにプロダクトが表示されるのに必要な可視日数を決定するには、補充ダッシュボードに必要なものが表示される*日付*から*今日の日付*を引きます。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "Visibility~days = Need~appears~date - Today's~date" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "上記の例を参照すると、今日の日付は2月20日で、プロダクトのニーズが現れたのは2月27日です。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "(2月27日 - 2月20日＝7日間)" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -4406,11 +4524,11 @@ msgid "" "days set." msgstr "正しい可視性日数と誤った可視性日数が設定された補充ダッシュボードを表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "ルート" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4419,7 +4537,7 @@ msgid "" msgstr "" "Odooでは各プロダクトフォームの:guilabel:`在庫`タブで複数のルートを選択することができます。例えば、:guilabel:`購買`と:guilabel:`製造`の両方を選択することが可能です。これにより、両ルートの機能が可能になります。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -4429,13 +4547,13 @@ msgstr "" "Odooではプロダクトの再オーダ規則に優先ルートを設定することもできます。複数のルールが選択されている場合、このルールがデフォルトになります。優先ルートを選択するには、まず" " :menuselection:`在庫アプリ --> 設定 --> 再オーダ規則` に移動します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "デフォルトでは、 :guilabel:`ルート` 列は :guilabel:`再オーダルール` ページでは非表示になっています。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " @@ -4444,7 +4562,7 @@ msgstr "" "列タイトルの右端にある :guilabel:`(スライダ)` アイコンを選択し、表示されるドロップダウンメニューから :guilabel:`ルート` " "オプションをチェックして :guilabel:`ルート`列を表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4456,7 +4574,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "ドロップダウンから希望のルートを選択して下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -8614,7 +8732,7 @@ msgstr ":doc:`ロット/シリアル番号追跡 `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "販売オーダを作成する" @@ -8902,20 +9020,18 @@ msgstr "" "出荷依頼を取消した後、利用する運送会社を変更することができます。**配送業者に送信**ボタンをクリックして確認して下さい。新しい追跡番号と新しいラベルが発行されます。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`請求`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`複数梱包`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "直送を利用したサプライヤーから顧客への直接出荷" +msgid "Dropshipping" +msgstr "直送" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -8927,11 +9043,11 @@ msgid "" msgstr "" "直送は、販売者が商品をサプライヤーから直接顧客に発送するオーダフルフィルメント戦略です。通常、販売者はサプライヤーからプロダクトを購入し、在庫として保管し、オーダが入るとエンド顧客に発送します。直送では、商品の保管と発送はサプライヤーが行います。これにより、販売者は倉庫の運営費などの在庫コストを削減することができます。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "直送するプロダクトの設定" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -8942,7 +9058,7 @@ msgstr "" "管理設定` を選択します。guilabel:`物流`見出しの下にある :guilabel:`直送`チェックボックスをクリックし、 " ":guilabel:`保存` で完了です。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -8960,7 +9076,7 @@ msgid "" "product form." msgstr "プロダクトフォームの \"販売可能\"と\"購買可能\"チェックボックスを有効にします。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -8973,7 +9089,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "仕入先が指定されたプロダクトフォーム。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -8985,33 +9101,26 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "プロダクト在庫タブで直送オプションを有効にします。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 +msgid "" +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "直送を利用したオーダへの対応" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 -msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." -msgstr "" -"顧客がオンラインで直送プロダクトの購買を完了すると、自動的に販売オーダが作成され、関連する仕入先への見積依頼(:abbr:`RFQ " -"(見積依頼)`)が作成されます。販売オーダは :menuselection:`販売` アプリで :menuselection:`オーダ --> オーダ`" -" を選択すると表示されます。販売オーダの右上にある :guilabel:`購買` スマートボタンをクリックすると、関連する " -":abbr:`RFQ(見積依頼)` が表示されます。" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" -"販売オーダは、 :menuselection:`販売` アプリから :menuselection:`オーダ --> オーダ --> 作成` " -"を選択し、直送用に設定されたプロダクトを追加することで、手動で作成することもできます。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -9019,16 +9128,13 @@ msgid "" "corner." msgstr "右上にスマート購買ボタンがある直送オーダ。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" -":abbr:`RFQ " -"(見積依頼)`が確認されると、それは購買オーダとなり、直送入荷が作成され、それにリンクされます。領収書は購買オーダフォームの右上にある " -":guilabel:`入荷` スマートボタンをクリックすると表示されます。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -9036,23 +9142,20 @@ msgid "" "corner." msgstr "右上に入荷スマートボタンがある直送購買オーダ。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" -"直送入荷には :guilabel:`入荷元` セクションにサプライヤー、 :guilabel:`移動先ロケーション` " -"セクションに顧客が記載されます。プロダクトが顧客に配達されたら、直送レシートの左上にある :guilabel:`検証` " -"ボタンをクリックして、配達された数量を確認します。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "配送後、直送入荷を確認します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -9070,23 +9173,23 @@ msgstr "直送カードの緑色のボタンをクリックすると、全ての msgid "Shipping cost invoicing" msgstr "配送費用請求" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "配送後に顧客へ請求書を発行することで、距離、重量、配送方法など、リアルタイムの配送要因に基づいた正確な請求が可能になります。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "Odooでは配送費用は2つの方法で請求することができます:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "固定費用について顧客と合意し、:ref:`販売オーダに含めます。`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " @@ -9095,7 +9198,7 @@ msgstr "" "ビジネスで実際に発生した費用を反映し、:ref:`配送後に顧客に配送費用を請求します`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -9109,12 +9212,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "管理設定で\"配送方法\"機能を有効にします。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "配送方法を追加" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -9124,13 +9227,13 @@ msgstr "" "次に、 :menuselection:`在庫アプリ --> 設定 --> 配送方法` で各配送方法の価格を設定し、 :guilabel:`作成` " "ボタンをクリックします。そうすると、以下を含む配送プロバイダーの詳細を入力するフォームが開きます:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr ":guilabel:`配送方法` (*必須*) 配送方法の名前(例:`定額配送`、`当日配送`など)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -9140,13 +9243,13 @@ msgstr "" ":guilabel:`プロバイダ` (*必須*): サードパーティの運送業者を使用する場合、FedExなどの配送サービスを選択します。 " "配送業者との統合が適切にインストールされていることを確認し、ドロップダウンメニューからプロバイダを選択します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -9156,7 +9259,7 @@ msgid "" msgstr "" ":guilabel:`会社`: 配送方法を特定の会社に適用する場合、ドロップダウンメニューから選択します。全てに適用する場合は空欄にして下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -9166,7 +9269,7 @@ msgstr "" ":guilabel:`ウェブサイト`: " "eコマースページの配送方法を設定します。ドロップダウンメニューから該当するウェブサイトを選択するか、空白のままにしておくと全てのウェブページに適用されます。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " @@ -9175,7 +9278,7 @@ msgstr "" ":guilabel:`配送プロダクト` (*必須*): :ref:`販売オーダ明細 ` に配送費用として記載されているプロダクトです。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " @@ -9183,18 +9286,18 @@ msgid "" msgstr "" ":guilabel:`オーダ金額が次以上で無料`: このボックスをチェックすると、顧客が指定した金額以上の買い物をした場合に送料が無料になります。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "販売オーダで費用を請求する" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" "販売オーダで顧客請求書を作成するには、商品が配送される前に :menuselection:`販売アプリ` に移動し、必要な販売オーダを選択します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -9204,20 +9307,20 @@ msgstr "販売オーダで、右下にある :guilabel:`配送方法を追加` msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "右下の合計金額付近にある \"配送方法を追加\"ボタンをクリックします。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "guilabel:`配送方法を追加`ポップアップウィンドウで、:guilabel:`配送方法`フィールドで希望の配送業者を選択します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" "次に、:guilabel:`レート取得` ボタンをクリックすると、Odoo配送運送会社統合のリアルタイムの配送データに基づいて配送料金が計算されます。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -9230,7 +9333,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "配送方法を選択して送料を計算します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -9243,7 +9346,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "販売オーダ明細に配送プロダクトを表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -9255,7 +9358,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "\"請求書作成\"ボタンを表示する。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -9267,11 +9370,11 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "顧客請求書に配送プロダクトを表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "実際の配送費用を請求する" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " @@ -9280,7 +9383,7 @@ msgstr "" "実際の送料を反映するように顧客請求書を変更するには、 :ref:`上記 ` " "の手順に従って、 :guilabel:`単価` がゼロの配送プロダクトを持つ顧客請求書を作成して下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -9293,9 +9396,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "顧客請求書の明細に配送プロダクトを表示します。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`ラベル`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -9411,252 +9514,6 @@ msgstr "比較のため、FedExの下半分のラベルの例を以下に示し msgid "Half page letter size FedEx shipping label." msgstr "半ページのレターサイズのFedEx発送ラベル。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "配送ラベルを印刷する" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" -":doc:`サードパーティ運送会社<../setup_configuration/third_party_shipper>`とOdooを統合し、価格、宛先住所、追跡番号、バーコードを含む配送ラベルを自動生成します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" -"サードパーティ運送会社のラベルを生成するには、まず :doc:`サードパーティ配送コネクタ " -"<../setup_configuration/third_party_shipper>` をインストールします。次に、 :ref:`配送方法 " -"` " -"を設定し、有効化します。出荷ラベルを生成するために、 :guilabel:`統合レベル` を :guilabel:`レートの取得と出荷の作成` " -"に設定して下さい。最後に、会社の :ref:`発送元住所 ` と :ref:`プロダクト重量 ` " -"を指定します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "\"レート取得と配送の作成\"オプションを設定します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "追跡ラベルを印刷する" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "見積に配送を追加" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" -"オーダの追跡ラベルを作成するには、まず :menuselection:`販売アプリ --> オーダ --> 見積` で見積を作成し、 " -":guilabel:`新規` をクリックし、見積フォームに必要事項を記入します。次に、見積の右下にある :guilabel:`配送方法を追加` " -"ボタンをクリックします。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "見積に\"配送方法を追加\"ボタンを表示します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" -"もし :guilabel:`レート取得` をクリックするとエラーになる場合は、 :ref:`倉庫の住所 " -"` と " -":ref:`オーダ内のプロダクトの重量 ` " -"が適切に設定されていることを確認して下さい。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" -":guilabel:`追加`をクリックすると、見積に追加され、 :ref:`設定済配送プロダクト " -"` として表示されます。最後に、見積の " -":guilabel:`確認` をクリックし、|DO| にアクセスするために :guilabel:`配送` スマートボタンをクリックします。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "\"レート取得\" ポップアップウィンドウを表示します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "配送オーダの\"追加情報\"タブを表示します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "配送オーダを検証する" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" -"配送オーダフォームで、:guilabel:`追加情報` タブに移動し、サードパーティの運送会社が :guilabel:`運送会社` " -"フィールドに追加されていることを確認します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "*販売*アプリがインストールされていない場合、サードパーティの運送会社が :guilabel:`運送会社` フィールドに設定されます。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "オーダ内の商品の梱包が完了したら、:guilabel:`検証`をクリックして運送会社の追跡番号を取得し、配送ラベルを作成します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" -":menuselection:`在庫` アプリで :guilabel:`配送オーダ` " -"カードを選択して、配送オーダを作成するか、既存の配送オーダを選択します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" -":guilabel:`追跡参照`番号は、配送オーダの:guilabel:`追加情報`タブで生成されます。guilabel:`追跡`スマートボタンをクリックすると、運送会社のウェブサイトから追跡リンクにアクセスできます。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "追跡ラベルはPDF形式でチャターに掲載されています。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "生成された出荷ラベルをチャターに表示します。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "複数梱包の場合、梱包ごとに1つのラベルが作成されます。各ラベルはチャターに表示されます。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "OdooのFedExとの出荷コネクタから生成されたラベルのサンプル。" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "複数梱包配送" @@ -9912,19 +9769,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "梱包内容" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -9947,25 +9804,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -9973,7 +9830,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -9983,11 +9840,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "返品伝票" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -9995,7 +9852,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -10003,7 +9860,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -10013,31 +9870,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -10047,7 +9904,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -10057,7 +9914,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -10067,42 +9924,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "ロット/SNラベル" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -10110,7 +9967,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -10121,31 +9978,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "配送予定日" @@ -12953,6 +13079,226 @@ msgstr "待機中状態のオーダ覧と利用可能確認ボタン。" msgid "Setup and configuration" msgstr "セットアップと設定" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr ":doc:`dhl_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr ":doc:`ups_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "配送方法" @@ -13294,8 +13640,9 @@ msgstr "" ":guilabel:`実費` ラジオオプションを選択し、販売オーダに追加される送料が運送会社からの正確な費用であるかどうかを決定します。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" -msgstr ":ref:`送料を請求する `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" @@ -13415,6 +13762,266 @@ msgid "" msgstr "" "APIアクセスを取得するには、アカウント番号、地域、住所など、口座の詳細情報を添えて、xmlrequests@dhl.comに連絡して下さい。" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "配送ラベルを印刷する" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" +":doc:`サードパーティ運送会社<../setup_configuration/third_party_shipper>`とOdooを統合し、価格、宛先住所、追跡番号、バーコードを含む配送ラベルを自動生成します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" +"サードパーティ運送会社のラベルを生成するには、まず :doc:`サードパーティ配送コネクタ " +"<../setup_configuration/third_party_shipper>` をインストールします。次に、 :ref:`配送方法 " +"` " +"を設定し、有効化します。出荷ラベルを生成するために、 :guilabel:`統合レベル` を :guilabel:`レートの取得と出荷の作成` " +"に設定して下さい。最後に、会社の :ref:`発送元住所 ` と :ref:`プロダクト重量 ` " +"を指定します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "\"レート取得と配送の作成\"オプションを設定します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "追跡ラベルを印刷する" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "見積に配送を追加" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" +"オーダの追跡ラベルを作成するには、まず :menuselection:`販売アプリ --> オーダ --> 見積` で見積を作成し、 " +":guilabel:`新規` をクリックし、見積フォームに必要事項を記入します。次に、見積の右下にある :guilabel:`配送方法を追加` " +"ボタンをクリックします。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "見積に\"配送方法を追加\"ボタンを表示します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" +"もし :guilabel:`レート取得` をクリックするとエラーになる場合は、 :ref:`倉庫の住所 " +"` と " +":ref:`オーダ内のプロダクトの重量 ` " +"が適切に設定されていることを確認して下さい。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" +":guilabel:`追加`をクリックすると、見積に追加され、 :ref:`設定済配送プロダクト " +"` として表示されます。最後に、見積の " +":guilabel:`確認` をクリックし、|DO| にアクセスするために :guilabel:`配送` スマートボタンをクリックします。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "\"レート取得\" ポップアップウィンドウを表示します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "配送オーダの\"追加情報\"タブを表示します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "配送オーダを検証する" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" +"配送オーダフォームで、:guilabel:`追加情報` タブに移動し、サードパーティの運送会社が :guilabel:`運送会社` " +"フィールドに追加されていることを確認します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "*販売*アプリがインストールされていない場合、サードパーティの運送会社が :guilabel:`運送会社` フィールドに設定されます。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "オーダ内の商品の梱包が完了したら、:guilabel:`検証`をクリックして運送会社の追跡番号を取得し、配送ラベルを作成します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" +":menuselection:`在庫` アプリで :guilabel:`配送オーダ` " +"カードを選択して、配送オーダを作成するか、既存の配送オーダを選択します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" +":guilabel:`追跡参照`番号は、配送オーダの:guilabel:`追加情報`タブで生成されます。guilabel:`追跡`スマートボタンをクリックすると、運送会社のウェブサイトから追跡リンクにアクセスできます。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "追跡ラベルはPDF形式でチャターに掲載されています。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "生成された出荷ラベルをチャターに表示します。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "複数梱包の場合、梱包ごとに1つのラベルが作成されます。各ラベルはチャターに表示されます。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "OdooのFedExとの出荷コネクタから生成されたラベルのサンプル。" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -14468,11 +15075,8 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" -"ユーザはサードパーティ運送会社をOdooのデータベースにリンクし、特定の住所への運送会社の配送を確認したり、 " -":doc:`配送費用を自動計算`したり、 " -":doc:`配送ラベル<../advanced_operations_shipping/labels>`を生成したりすることができます。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 msgid "" @@ -14485,18 +15089,10 @@ msgstr "" " :ref:`トラブルシューティング ` " "セクションをご覧下さい。" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr ":doc:`dhl_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr ":doc:`sendcloud_shipping`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr ":doc:`ups_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "以下はOdooで利用可能な配送コネクタのリストです:" @@ -14727,10 +15323,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" -":doc:`配送ラベルを生成 <../advanced_operations_shipping/labels>` にも " -":guilabel:`レート取得と配送の作成` を選択します。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 msgid "" @@ -15001,9 +15595,8 @@ msgstr "" "に設定すると、 :guilabel:`追跡参照` が提供されます。" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" -msgstr ":doc:`配送ラベルの生成 <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the delivery order's \"Additional info\" tab." @@ -15130,14 +15723,8 @@ msgstr "UPS統合" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -"UPSはOdooと統合することで、全ての地域への配送をコーディネートする運送会社サービスです。統合されると、ユーザは送料見積のための配送方法を作成し、:doc:`ラベル<../advanced_operations_shipping/labels>`を生成することができます。" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" @@ -20451,7 +21038,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "在庫評価" @@ -20595,10 +21181,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -20606,49 +21195,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -20656,7 +21246,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -20666,23 +21256,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -20692,7 +21282,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -20700,14 +21290,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -20716,13 +21306,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -20730,32 +21320,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -20766,7 +21356,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -20779,118 +21370,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -20898,7 +21527,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -20906,7 +21535,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -20917,7 +21546,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -20929,79 +21558,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "費用勘定" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "自動" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -21011,7 +21691,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -21023,50 +21703,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -21075,7 +21755,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -21084,7 +21764,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -21093,7 +21773,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -21104,13 +21784,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -21118,7 +21798,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -21130,45 +21810,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -21186,10 +21881,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -23571,7 +24262,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -23619,45 +24310,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -29852,6 +30554,327 @@ msgstr "" msgid "Workflows" msgstr "ワークフロー" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "副産品" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -33814,7 +34837,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -33879,7 +34902,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "入荷請求差異照合" @@ -34092,191 +35115,199 @@ msgstr ":doc:`管理`" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "オーダ数量" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -34284,213 +35315,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "入荷数量" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -36057,6 +37081,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/ja/LC_MESSAGES/marketing.po b/locale/ja/LC_MESSAGES/marketing.po index ea8e9da50..d78317add 100644 --- a/locale/ja/LC_MESSAGES/marketing.po +++ b/locale/ja/LC_MESSAGES/marketing.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -514,6 +514,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "管理設定" @@ -789,7 +790,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3035,14 +3035,314 @@ msgstr "" msgid "Events" msgstr "イベント" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3113,33 +3413,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3147,21 +3470,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3169,34 +3492,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3204,13 +3527,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3219,55 +3542,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3275,7 +3598,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3284,56 +3607,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3343,14 +3670,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3359,7 +3686,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3368,7 +3695,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3377,13 +3704,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3391,7 +3718,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3399,57 +3726,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3461,7 +3788,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3470,7 +3797,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3478,13 +3805,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3492,58 +3819,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "メール" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3552,25 +3879,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3580,7 +3907,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3588,20 +3915,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3614,7 +3941,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3622,7 +3949,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3631,7 +3958,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3644,7 +3971,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3652,7 +3979,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3661,48 +3988,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3711,37 +4038,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3749,24 +4076,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3776,26 +4103,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3803,7 +4129,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3811,14 +4137,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3826,11 +4152,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3838,543 +4164,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4785,123 +4599,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "設定" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5270,6 +5212,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5287,7 +5230,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5310,7 +5254,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5351,31 +5297,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5383,75 +5330,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "レコード" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "対象者" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "ワークフロー" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "活動" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5459,98 +5406,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "レポーティング" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "ダブルオプトイン" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9452,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10132,7 +10361,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10233,14 +10462,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10275,11 +10504,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10292,7 +10521,7 @@ msgid "Add a section" msgstr "セクションを追加" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10302,7 +10531,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10316,7 +10545,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10325,7 +10554,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10336,7 +10565,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "" @@ -10616,32 +10845,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10652,11 +10885,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10670,7 +10903,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10679,7 +10912,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10688,7 +10921,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10697,7 +10930,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10705,14 +10938,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10721,26 +10954,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10749,10 +10982,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10829,7 +11062,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11125,6 +11358,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11219,547 +11996,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/ja/LC_MESSAGES/productivity.po b/locale/ja/LC_MESSAGES/productivity.po index 0ab0a5617..9545bc084 100644 --- a/locale/ja/LC_MESSAGES/productivity.po +++ b/locale/ja/LC_MESSAGES/productivity.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Junko Augias, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -1106,7 +1106,7 @@ msgstr "" msgid "Chatter" msgstr "おしゃべり" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1115,17 +1115,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1133,22 +1133,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1156,7 +1156,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1167,11 +1167,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "フォロワーを追加" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1179,13 +1179,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1193,53 +1193,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1247,35 +1246,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1283,7 +1282,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1291,7 +1290,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1300,7 +1299,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1308,11 +1307,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1320,7 +1319,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1329,19 +1328,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1355,31 +1354,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1387,129 +1386,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "メッセージ検索" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "活動をスケジュールする" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1517,7 +1516,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1527,26 +1526,26 @@ msgstr "" "個々のアプリケーションには、そのアプリケーション専用の*活動タイプ*のリストがあります。例えば、*CRM*アプリケーションで利用可能な活動を表示および編集するには、" " :menuselection:`CRMアプリ --> 設定 --> 活動タイプ`に進みます。" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "活動のタイトルを :guilabel:`活動` ポップアップウィンドウの :guilabel:`概要` フィールドに入力します。" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1557,17 +1556,17 @@ msgstr "" ":guilabel:`活動タイプ` の設定に基づいて自動入力されます。ただし、この日付は :guilabel:`期日` " "フィールドでカレンダ上の日を選択することで変更できます。" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "最後に、以下のボタンのいずれかをクリックします:" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr ":guilabel:`スケジュール`: :guilabel:`予定済の活動` の下のチャターに活動を追加します。" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " @@ -1576,7 +1575,7 @@ msgstr "" ":guilabel:`完了とする`: :guilabel:`今日` " "の下のチャッターに活動の詳細を追加します。活動はスケジュールされず、自動的に完了としてマークされます。" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." @@ -1584,27 +1583,27 @@ msgstr "" ":guilabel:`完了\\& 次をスケジュール`: はタスクを:guilabel:`今日` " "の下の完了とするに追加し、新しい活動ウィンドウを開きます。" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr ":guilabel:`破棄`: ポップアップウィンドウで行われた変更を破棄します。" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1614,17 +1613,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1633,7 +1632,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1645,31 +1644,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "ファイルを添付" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1677,27 +1676,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1705,51 +1703,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "連携" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1758,7 +1756,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1769,61 +1767,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -8233,9 +8231,9 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 diff --git a/locale/ja/LC_MESSAGES/sales.po b/locale/ja/LC_MESSAGES/sales.po index 6b0c2e39e..6b27e0f31 100644 --- a/locale/ja/LC_MESSAGES/sales.po +++ b/locale/ja/LC_MESSAGES/sales.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -67,7 +67,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -83,7 +84,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1626,7 +1627,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2674,6 +2675,7 @@ msgstr "" "レポートを表示します。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "結果を表示" @@ -2875,6 +2877,173 @@ msgstr "" "*ダッシュボード*アプリ内で編集可能なスプレッドシート形式にピボットビューを追加するには、:guilabel:`スプレッドシート内に追加`をクリックします。Odoo" " *ドキュメント*アプリがインストールされている場合、レポートを空白または既存のスプレッドシートに挿入し、エクスポートすることができます。" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "パイプライン分析" @@ -5251,6 +5420,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5261,20 +5468,20 @@ msgstr "各案件の成約確度は、案件フォームに表示され、案件 msgid "The probability of success displayed on the opportunity form." msgstr "案件フォームに表示される成約確度。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "案件が次のステージに進むと、その成約確度は予測リードスコアリングアルゴリズムに従って自動的に上昇します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "リードスコアリングはOdoo *CRM*で常に有効です。ただし、成約確度の計算に使用する変数は設定でカスタマイズすることができます。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5284,7 +5491,7 @@ msgstr "" "予測リードスコアリングで使用する変数をカスタマイズするには、 :menuselection:`CRM --> 設定 --> " "管理設定`に進みます。guilabel:`予測リードスコアリング`の下にある、:guilabel:`確立を更新`ボタンをクリックします。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5295,49 +5502,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "予測リードスコアリング設定の更新確率ウィンドー。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "以下の変数はいくつでも有効にできます:" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`州・都道府県`: 案件が発生した地理的な州・都道府県。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`国`: 案件が発生した地理的な国。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`電話品質`: 案件に電話番号が記載されているかどうか。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr ":guilabel:`Eメール品質`: 案件にEメールアドレスが記載されているかどうか。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr ":guilabel:`ソース`: 案件の発生源(検索エンジンやソーシャルメディアなど)。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`言語`: 案件で指定された対話言語" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`タグ`: 案件に付けられたタグ" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5348,7 +5555,7 @@ msgstr "" "変数 `ステージ` と `チーム` は常に有効です。 `Stage` は、案件が CRM " "のパイプラインステージにあることを意味します。`チーム`は、案件に割当てられた販売チームを意味します。予測リードスコアリングは、どのオプション変数が選択されているかに関わらず、常にこの2つの変数を考慮します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " @@ -5357,21 +5564,21 @@ msgstr "" "次に、オプション " ":guilabel:`以下の時点で作成されたリードを考慮する:`の隣にある日付フィールドをクリックし、予測リードスコアリングの計算を開始する日付を選択します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最後に :guilabel:`確認` をクリックして変更を保存します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手動で確度を変更します" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "案件の成功確度は、案件フォームで手動で変更できます。確度の数字をクリックして編集します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" @@ -5379,7 +5586,7 @@ msgid "" msgstr "" "確度を手動で変更すると、その案件に対する確度の自動更新が削除されます。案件がパイプラインの各ステージに移動すると、確度は自動的に更新されなくなります。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5391,11 +5598,11 @@ msgid "" "form." msgstr "歯車のアイコンは、案件フォームの自動確度を再有効化するために使用されます。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "確度に基づいてリードを割当てる" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5405,11 +5612,11 @@ msgstr "" "Odoo " "*CRM*は、指定された規則に基づいてリード/案件を販売チームや販売担当者に割当てることができます。リードの成功確度に基づいて割当て規則を作成し、成約につながる可能性の高いリードを優先的に割当てることができます。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "規則ベースの割当てを設定します" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -5417,7 +5624,7 @@ msgstr "" "*ルールに基づいた割当*を有効にするには、 :menuselection:`CRM --> 設定 --> 管理設定`に移動し、 " ":guilabel:`ルールに基づいた割当`を有効にします。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5427,7 +5634,7 @@ msgstr "" "ルールに基づいた割当機能は :guilabel:`手動`(Odooユーザが手動で割当を開始)、または " ":guilabel:`繰返し`(選択した期間に従って自動的に割当を開始)に設定できます。つまり、Odooは選択した期間に従って自動的に割当てを開始します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5440,7 +5647,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "CRM設定のルールに基づいた割当て設定。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5451,11 +5658,11 @@ msgstr "" "設定にある円形の矢印アイコンを使って(または営業チーム設定ページの :guilabel:`リードの割当` " "ボタンを使って)手動で割当をトリガすることができます。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "割当てルールを設定する" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5465,7 +5672,7 @@ msgstr "" "次に、販売チームや販売担当者ごとに*割当ルール*を設定します。これらのルールはOdooがどのリードをどの担当者に割当るかを決定します。まずは " ":menuselection:`CRM --> 設定 --> 販売チーム` に移動し、販売チームを選択します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5476,7 +5683,7 @@ msgstr "" "販売チーム設定フォームの :guilabel:`割当ルール` の下にある :guilabel:`ドメインの編集` " "をクリックして、この営業チームのリード割当てを決定するためにOdooが使用するルールを設定します。ルールはこの会社やチームに関連するものであれば何でも設定でき、いくつでも追加できます。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -5485,7 +5692,7 @@ msgstr "" ":guilabel:`フィルタを追加`をクリックして割当ルールの作成を開始します。割当ルールの右にある :guilabel:`+` " "記号をクリックすると、もう一行追加されます。行を削除するには :guilabel:`x` 記号をクリックします。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " @@ -5493,7 +5700,7 @@ msgid "" msgstr "" "案件の成功確率に基づいて割当ルールを作成するには、割当ルール行の左端のドロップダウンメニューをクリックし、:guilabel:`確度`を選択します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " @@ -5501,13 +5708,13 @@ msgid "" msgstr "" "真ん中のドロップダウンメニューから、必要な方程式の記号を選択します。ほとんどの場合、*が次より大きい*、*が次より小さい*、*が次以上*、または*が次以下*の記号です。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "右端のスペースに、希望する確度の数値を入力します。最後に :guilabel:`保存` をクリックして変更を保存します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5522,7 +5729,7 @@ msgid "" "percent." msgstr "販売チームのドメインは20％以上の確度に設定されています。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5532,7 +5739,7 @@ msgstr "" "個々のチームメンバに対して個別の割当ルールを設定することもできます。販売チームの設定ページから、 :guilabel:`メンバ` " "タブでチームメンバをクリックし、 :guilabel:`ドメイン` セクションを編集します。guilabel:`保存`をクリックして変更を保存します。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5544,7 +5751,7 @@ msgstr "" "設定でリードの自動割当が設定されている場合、販売チームと個々のチームメンバの両方に :guilabel:`自動割当をスキップする` " "オプションがあります。このボックスにチェックを入れると、Odooのルールベースの割当機能により、特定の販売チームまたは販売担当者にリードが自動割当されなくなります。guilabel:`自動割当をスキップ`が有効になっている場合でも、販売チームまたは販売担当者は手動でリードを割当られます。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5941,6 +6148,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "リセラー" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6793,64 +7238,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7790,6 +8231,7 @@ msgstr "画面下の :guilabel:`保存` をクリックして変更を保存し #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "支払方法の設定" @@ -7817,6 +8259,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "決済端末で支払う" @@ -8396,43 +8839,44 @@ msgid "" msgstr "" "VantivカードリーダーはVantiv社から購入する必要があります。Amazonで購入したVantiv端末の中には、Odooデータベースで使用するために必要な正しい暗号化が含まれていないものがあるからです。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "支払方法を設定" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." -msgstr "まず、POSアプリの一般設定を開き、Vantiv設定を有効にします。" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 -msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 +msgid "" +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" -"menuselection:`POS --> 設定 --> " -"POS`に戻り、支払セクションで支払方法にアクセスします。Vantiv用の新規支払方法を作成し、決済端末オプションのVantivを選択し、新しいVantiv認証情報を作成します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -"新しいVantiv認証情報を作成するには、マーチャントIDとパスワードを入力し、保存します。作成した認証情報が選択されていることを確認し、支払方法を保存します。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "決済端末で支払う" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." -msgstr "POSインターフェイスで、支払時にVantivの支払方法を選択するだけです。" +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." +msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -8743,6 +9187,7 @@ msgid "" msgstr "そして値引タグをスキャンします。値引が適用され、取引が完了します。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "値引" @@ -9449,7 +9894,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "複数価格の価格表の設定フォーム" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "高度な価格規則" @@ -9652,19 +10097,19 @@ msgstr "支払が登録されると自動的に領収書を印刷するには、 msgid "POS receipt" msgstr "POS領収書" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "領収書を印刷する" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9679,7 +10124,7 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "バックエンドからの領収書印刷ボタン" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " @@ -9688,11 +10133,11 @@ msgstr "" "検索バーを使ってオーダのリストを絞込むことができます。参照先を入力し、 :guilabel:`領収書番号`、 :guilabel:`日付`、 " ":guilabel:`顧客` をクリックして下さい。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "請求書" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " @@ -9700,7 +10145,7 @@ msgid "" msgstr "" "POSでは、:ref:`登録済顧客`に対して、支払時に請求書を発行・印刷したり、過去の請求済オーダを検索したりすることができます。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " @@ -9708,7 +10153,7 @@ msgid "" msgstr "" "POSで作成された請求書は、対応する:ref:`会計仕訳帳`(以前は:ref:`セットアップ`)に項目を作成します。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9723,44 +10168,44 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "POS管理設定内の会計セクション" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "顧客に請求する" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "支払処理時、顧客名の下にある :guilabel:`請求書` をクリックすると、そのオーダの請求書が発行されます。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" "支払方法を選択し、:guilabel:`検証`をクリックします。**請求書**が自動的に発行され、ダウンロードまたは印刷することができます。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "請求書を発行するには、:ref:`顧客 ` が選択されていなければなりません。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "請求書の取得" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr " **POSダッシュボード**から請求書を取得するには、" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "menuselection:`POS --> オーダ --> オーダ`にアクセスして、POSを通して行われた全てのオーダにアクセスします;" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9770,23 +10215,23 @@ msgstr "オーダの請求書にアクセスするには、オーダを選択し msgid "invoice smart button from an order form" msgstr "オーダフォームからの請求書スマートボタン" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "**請求済オーダ**は :guilabel:`ステータス` 列の :guilabel:`請求済` ステータスで識別できます。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "guilabel:`フィルタ`と:guilabel:`請求済`をクリックすると、オーダリストを請求済オーダに絞込むことができます。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "請求書を生成するためのQRコード" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9802,7 +10247,7 @@ msgstr "" msgid "order status change" msgstr "オーダステイタス変更" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -14370,7 +14815,7 @@ msgstr "様々なディテールやフィールドを示す扉付きキャビネ #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -15036,16 +15481,70 @@ msgstr "" "guilabel:`仕訳を入力`をクリックすると、そのボタンは消え、:guilabel:`経費`タブの:guilabel:`分析分配`カラムには、最初に:guilabel:`顧客へ再請求`フィールドで費用に設定された販売オーダが入力されます。" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "経費を再請求する" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "これらのステップが完了したら、販売オーダに戻り、顧客への経費の再請求を完了させます。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " @@ -15053,7 +15552,7 @@ msgid "" msgstr "" "そのためには、:menuselection:`メインOdooダッシュボード --> 販売アプリ`に移動し、経費を再請求する販売オーダを選択します。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -15068,7 +15567,7 @@ msgid "" "Lines tab." msgstr "販売オーダは、オーダ明細タブで請求書発行の準備が整った経費が設定されています。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -15083,7 +15582,7 @@ msgid "" "clicked." msgstr "インボイスを作成をクリックすると表示されるインボイス作成ポップアップウィンドウ。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " @@ -15091,7 +15590,7 @@ msgid "" msgstr "" "このポップアップウィンドウから、:guilabel:`請求書作成`フィールドをデフォルトの:guilabel:`通常請求書`オプションのままにして、:guilabel:`ドラフト請求書を作成`をクリックします。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -15103,7 +15602,7 @@ msgid "" "form." msgstr "フォームの請求書明細タブにある経費が記載された顧客請求書ドラフト。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" @@ -15112,7 +15611,7 @@ msgstr "" "経費に関する情報が全て正しければ、請求書を確定するために :guilabel:`確認` をクリックします。これにより、請求書のステータスが " ":guilabel:`ドラフト` から :guilabel:`記帳済` に移動します。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -15122,7 +15621,7 @@ msgstr "" "請求書を顧客に送信するには、 :guilabel:`送信&印刷` をクリックします。そうすると :guilabel:`送信` " "ポップアップウィンドウが表示され、あらかじめ設定されたメッセージとPDFの請求書が本文に表示されます。メッセージは必要に応じて確認し、修正することができます。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -15131,7 +15630,7 @@ msgid "" msgstr "" "準備ができたら、:guilabel:`請求書を送信する`をクリックします。クリックするとポップアップウィンドウが消え、Odooから顧客にメッセージ/請求書が送信されます。さらに、記録や印刷用に請求書のPDFが自動的にダウンロードされます。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -15142,7 +15641,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "支払登録ボタンがクリックできる状態の顧客請求書。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -15157,7 +15656,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "Odoo販売の顧客請求書に支払登録ポップアップウィンドウが表示されます。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -15167,12 +15666,12 @@ msgstr "" "guilabel:`支払作成`をクリックすると、ポップアップウィンドウは消え、請求書の右上に緑色の :guilabel:`支払中` " "バナーが表示されます。これでワークフローは完了です。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" @@ -18086,7 +18585,7 @@ msgstr "" ":menuselection:`販売アプリ --> プロダクト --> 価格表`に移動します。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -18644,6 +19143,58 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " @@ -18652,7 +19203,7 @@ msgstr "" "guilabel:`高度な価格ルール " "(値引、計算式)`価格表機能は、値引や計算式に基づいた価格変更ルールを設定するオプションを提供します。これらの変更は、プロダクトリスト/カタログ価格、プロダクトのコスト、または別の価格表に対して相対的に行うことができます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -18664,7 +19215,7 @@ msgstr "" "管理設定`）で :guilabel:`価格表` 機能を有効にした後、 :guilabel:`高度な価格ルール（値引、計算式）` オプションを選択し、 " ":guilabel:`保存` をクリックします。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -18676,14 +19227,14 @@ msgstr "" ":guilabel:`価格表` リンク( :guilabel:`設定` ページの :guilabel:`価格表` 機能の下)を選択するか、 " ":menuselection:`販売アプリ --> プロダクト --> 価格表` に移動します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" "guilabel:`価格表`ページから、修正したい価格表を選択するか、 :guilabel:`新規`ボタンをクリックして新しい価格表を作成します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -18698,35 +19249,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "Odoo販売の価格表作成ポップアップフォームの表示。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "価格計算" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "このフォームでは、まず3つの :guilabel:`計算` オプションから1つを選びます:" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr ":guilabel:`固定価格`: 価格計算は固定価格に基づいています。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr ":guilabel:`値引`: 価格計算は値引に基づいて行われます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr ":guilabel:`計算式`: 価格計算は計算式に基づいています。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "それぞれの :guilabel:`計算式` オプションは、フォーム上にそれぞれの計算に特化したフィールドを表示します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -18736,7 +19287,7 @@ msgstr "" "もし :guilabel:`固定価格` が選択された場合、下の :guilabel:`固定価格` フィールドに希望の価格を入力します。もし " ":guilabel:`値引` が選択された場合、表示される :guilabel:`値引` フィールドに希望の値引率を入力して下さい。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "guilabel:`計算式` を選択すると、設定可能なオプションがいくつか表示されます。" @@ -18745,7 +19296,7 @@ msgstr "guilabel:`計算式` を選択すると、設定可能なオプション msgid "The various formula computation options present in Odoo Sales." msgstr "Odoo販売には様々な計算式オプションがあります。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -18756,7 +19307,7 @@ msgstr "" ":guilabel:`販売価格`, :guilabel:`原価`, :guilabel:`その他の価格表` " "のいずれかです。これにより、詳細価格ルールの計算式が何に基づくかを決定します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " @@ -18764,7 +19315,7 @@ msgid "" msgstr "" "次に、:guilabel:`値引`フィールドで、どの程度の値引を適用するかを決定します。このフィールドにマイナスの値引を設定することで、値上を適用できることに留意して下さい。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -18781,7 +19332,7 @@ msgid "" " Sales." msgstr "Odoo販売で最低マージン＄5の値上原価を設定するとどのように見えるか。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -18791,11 +19342,11 @@ msgstr "" "次に :guilabel:`追加料金` フィールドに、値引で計算された金額に追加(または減算)する固定金額を指定します。その後、 " ":guilabel:`丸め方法` フィールドに希望する数値を入力します。丸め方法はフィールドの値の倍数になるように価格を設定します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "丸めは値引きの*後*に、追加料金の*前に*適用されます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." @@ -18803,19 +19354,19 @@ msgstr "" "9.99で終わる価格を設定するには、 :guilabel:`丸め方法` を `10` に、 :guilabel:`追加料金` を `-0.01` " "に設定します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "最後に、:guilabel:`マージン`フィールドで、基本価格に対するマージンの最低額を指定します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "計算式関連の設定が全て完了すると、Odooは設定の右側にある青いブロックに計算式の例を表示します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -18830,47 +19381,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "Odoo販売で、20％値引で、価格を9.99に丸めした例。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "条件" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "guilabel:`価格表ルールの作成`ポップアップフォームの一番下には、 :guilabel:`条件`セクションがあります。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "ここで、まず :guilabel:`適用` フィールドのオプションの一つを選択します:" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr ":guilabel:`全てのプロダクト`: 高度な価格表ルールは全てのプロダクトに適用されます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr ":guilabel:`プロダクトカテゴリ`: 高度な価格表ルールは、プロダクトの特定のカテゴリに適用されます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr ":guilabel:`プロダクト`: 高度な価格表ルールは特定のプロダクトに適用されます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr ":guilabel:`プロダクトバリアント`: 高度な価格表ルールは特定のプロダクトバリエーションに適用されます。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -18881,7 +19432,7 @@ msgstr "" ":guilabel:`プロダクトカテゴリ`、 :guilabel:`プロダクト`、 :guilabel:`プロダクトバリエーション` " "を選択する必要があります。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" @@ -18890,7 +19441,7 @@ msgstr "" "次に、高度な価格表ルールに適用する最小数量を :guilabel:`最小数量` フィールドで選択します。最後に、 " ":guilabel:`有効期間`フィールドで価格表アイテムが有効な日付範囲を選択します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " @@ -18899,18 +19450,18 @@ msgstr "" "全ての設定が完了したら、 :guilabel:`保存して閉じる` をクリックして高度な価格表ルールを保存するか、 " ":guilabel:`保存して新規作成` をクリックして新しいフォームに別の高度な価格表ルールをすぐに作成します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" "特定のプロダクトに価格ルールが設定され、そのプロダクトカテゴリに別の価格ルールが設定されている場合、Odooはプロダクト自体のルールを適用します。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -19398,7 +19949,7 @@ msgstr "前述したように、属性と値がOdooデータベースに追加 #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "プロダクトバリアント" @@ -19893,13 +20444,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -"guilabel:`属性` ページでの属性の順序は、 :guilabel:`プロダクトコンフィギュレータ` や :guilabel:`POS` " -"ダッシュボード、 :guilabel:`eコマース` ページでの表示方法を決定します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -19911,28 +20460,124 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "Odoo販売アプリケーションの空白の属性作成フォーム。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "まず、`色` や `サイズ` のような :guilabel:`属性名` を作成します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -"次に、オプションの:guilabel:`カテゴリ`フィールドで、ドロップダウンメニューからカテゴリを選択し、同じセクションの下に類似した属性をグループ化し、具体性を与え整理します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr ":guilabel:`表示タイプ` オプションは以下の通りです:" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr ":guilabel:`ボタン`: オプションはオンラインストアのプロダクトページに選択可能なボタンとして表示されます。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr ":guilabel:`ラジオ`: オプションはオンラインストアのプロダクトページに箇条書きスタイルのリストで表示されます。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "Odooオンラインストアのプロダクトコンフィギュレータにタイプを表示します。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr ":guilabel:`即時`: プロダクトテンプレートに属性と値が追加されると同時に、全ての可能なバリアントを作成します。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr ":guilabel:`販売オーダに追加後`: 販売オーダに対応する属性と値が追加された時**のみ**バリアントを作成します。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr ":guilabel:`なし (オプション)`: 自動的にバリアントを作りません。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "一度プロダクトに追加された属性の :guilabel:`バリアント作成モード` は編集できません。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr ":guilabel:`表示`: 属性の値はフロントエンドで顧客に表示されます。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr ":guilabel:`隠す`: 属性の値はフロントエンドの顧客から隠されます。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" -"選択した属性カテゴリに関する詳細を表示するには、 :guilabel:`カテゴリ` フィールドの右端にある内部リンク :guilabel:`➡️ " -"(矢印)` アイコンをクリックします。そうすると、その属性カテゴリの詳細フォームが表示されます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" @@ -19940,7 +20585,7 @@ msgid "" "arrow icon." msgstr "内部リンクの矢印アイコンからアクセスできる、標準的な属性カテゴリの詳細ページ。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -19950,13 +20595,13 @@ msgstr "" "ここでは :guilabel:`カテゴリ` と :guilabel:`付番` が一番上に表示されます。続いて、カテゴリに関連する " ":guilabel:`関連する属性` が表示されます。これらの属性はドラッグ＆ドロップで好きな優先順位に並べることができます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "guilabel:`明細を追加する`をクリックすることで、カテゴリに直接属性を追加することもできます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " @@ -19965,7 +20610,7 @@ msgstr "" "このフィールドから直接属性カテゴリを作成するには、新しいカテゴリの名前を入力し始め、表示されるドロップダウンメニューから :guilabel:`作成` " "または :guilabel:`作成と編集...` のいずれかを選択します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -19975,116 +20620,23 @@ msgstr "" "guilabel:`作成`をクリックするとカテゴリが作成され、後で変更することができます。guilabel:`作成と編集...`をクリックすると、カテゴリが作成され、新しい属性カテゴリの設定やカスタマイズができる" " :guilabel:`カテゴリを作成` ポップアップウィンドウが表示されます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" -"guilabel:`カテゴリ` フィールドの下には :guilabel:`表示タイプ` " -"オプションがあります。guilabel:`表示タイプ`は、このプロダクトがオンラインストア、 :guilabel:`POS` ダッシュボード、 " -":guilabel:`プロダクトコンフィギュレータ` でどのように表示されるかを決定します。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr ":guilabel:`表示タイプ` オプションは以下の通りです:" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr ":guilabel:`ラジオ`: オプションはオンラインストアのプロダクトページに箇条書きスタイルのリストで表示されます。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr ":guilabel:`ボタン`: オプションはオンラインストアのプロダクトページに選択可能なボタンとして表示されます。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr ":guilabel:`選択`: オプションはオンラインストアのプロダクトページのドロップダウンメニューに表示されます。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" -":guilabel:`色`: オプションは、オンラインストアのプロダクトページ上で、HTMLカラーコードを反映した小さな四角形として表示されます。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "Odooオンラインストアのプロダクトコンフィギュレータにタイプを表示します。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" -"guilabel:`バリアント作成モード`フィールドは、プロダクトに属性が追加された時に、新しいバリアントを自動的に作成するタイミングをOdooに通知します。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr ":guilabel:`即時`: プロダクトテンプレートに属性と値が追加されると同時に、全ての可能なバリアントを作成します。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr ":guilabel:`販売オーダに追加後`: 販売オーダに対応する属性と値が追加された時**のみ**バリアントを作成します。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr ":guilabel:`なし (オプション)`: 自動的にバリアントを作りません。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "一度プロダクトに追加された属性の :guilabel:`バリアント作成モード` は編集できません。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" -"最後に、:guilabel:`eコマースフィルタ可視性`フィールドは、顧客がオンラインストアで買い物をする際に、これらの属性オプションがフロントエンドに表示されるかどうかを決定します。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr ":guilabel:`表示`: 属性の値はフロントエンドで顧客に表示されます。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr ":guilabel:`隠す`: 属性の値はフロントエンドの顧客から隠されます。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "属性値" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "属性値は :guilabel:`属性値` タブに追加して下さい。属性値は必要に応じていつでも追加することができます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "値を追加するには、 :guilabel:`属性値` タブの :guilabel:`明細を追加` をクリックします。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -20095,7 +20647,7 @@ msgstr "" "列に入力します。次に、値がカスタムである場合(つまり、顧客がこの特定の値に特化した独自の仕様を提供できる場合)、 " ":guilabel:`カスタム値`列のチェックボックスにチェックを入れます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -20110,7 +20662,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "明細の追加をクリックすると、属性値タブが表示され、カスタム列が表示されます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -20122,7 +20674,7 @@ msgid "" "attribute form." msgstr "属性フォームに表示されるHTMLカラーポップアップウィンドウから色を選択します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" @@ -20130,20 +20682,20 @@ msgid "" msgstr "" "このポップアップウィンドウで、カラースライダを特定の色相までドラッグして特定の色を選択し、カラーグラデーションウィンドウで色の部分を直接クリックします。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "または、*スポイト*アイコンをクリックし、現在画面上でクリック可能な希望の色を選択して、特定の色を選択します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" "属性は、新しい明細を追加し、名前を :guilabel:`バリアント` タブに入力することで、プロダクトテンプレートから直接作成することもできます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -20153,7 +20705,7 @@ msgstr "" "属性がプロダクトに追加されると、そのプロダクトは属性の :guilabel:`関連プロダクト` " "スマートボタンによってリスト化され、アクセスできるようになります。このボタンは、現在その属性を使用しているデータベース内の全てのプロダクトを一覧表示します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -20165,7 +20717,7 @@ msgstr "" "プロダクト --> プロダクト` に行き、既存のプロダクトを選択してそのプロダクトのフォームを表示します。または :guilabel:`作成` " "をクリックして新しいプロダクトを作成し、そこにプロダクトバリアントを追加します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -20175,7 +20727,7 @@ msgstr "プロダクトフォームで、:guilabel:`属性 ︙ バリアント` msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "Odoo販売の典型的なプロダクトフォームの属性と値タブ。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," @@ -20184,7 +20736,7 @@ msgstr "" "プロダクトに属性を追加し、それに続く属性値を追加するには、 :guilabel:`属性 \\& バリアント` タブの :guilabel:`明細の追加`" " をクリックします。次に、表示されるドロップダウンメニューから必要な属性を選択します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -20195,7 +20747,7 @@ msgstr "" "タブから直接作成することができます。そのためには、空欄に新しい属性の名前を入力し、表示されるミニドロップダウンメニューから :guilabel:`作成`" " または :guilabel:`作成と編集...` のいずれかを選択します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -20205,7 +20757,7 @@ msgstr "" "guilabel:`作成` " "をクリックすると属性が作成され、後でカスタマイズすることができます。guilabel:`作成と編集...`をクリックすると属性が作成され、:guilabel:`属性を作成`ポップアップフォームが表示されます。ポップアップフォームでは、様々な方法で属性を変更することができます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " @@ -20213,21 +20765,21 @@ msgid "" msgstr "" "guilabel:`属性`列で属性を選択したら、:guilabel:`値`列のドロップダウンメニューでプロダクトに適用する属性値を選択します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "追加できる値の数に制限はありません。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "同様のプロダクトバリアント作成プロセスは、購買、在庫、eコマースアプリケーションからもアクセス可能です。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "バリアントを設定する" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -20241,7 +20793,7 @@ msgid "" "product form." msgstr "プロダクトフォームの設定ボタンからアクセスできるプロダクトバリアント値ページ。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." @@ -20249,13 +20801,13 @@ msgstr "" "ここでは、特定の :guilabel:`値` 名、 :guilabel:`HTMLカラーインデックス` (該当する場合)、および " ":guilabel:`値追加価格` を見ることができます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "guilabel:`値追加価格`は、属性が選択された場合の販売価格の上昇を表します。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -20267,7 +20819,7 @@ msgid "" "general page." msgstr "一般ページからアクセスできるプロダクトバリアント値ページ。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " @@ -20276,7 +20828,7 @@ msgstr "" "特定のプロダクトバリアントの詳細ページでは、 :guilabel:`値` フィールドと :guilabel:`値追加価格` フィールド、そして " ":guilabel:`除外` フィールドがあります。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -20285,11 +20837,11 @@ msgid "" msgstr "" "guilabel:`除外`フィールドには、異なる:guilabel:`プロダクトテンプレート`と特定の:guilabel:`属性値`を追加することができます。追加された場合、この特定の属性値はそれらの特定のプロダクトから除外されます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "バリアントスマートボタン" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -20306,7 +20858,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "Odoo販売のプロダクトフォーム上部にあるバリアントスマートボタン。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -20320,11 +20872,11 @@ msgid "" "form in Odoo." msgstr "Odooのプロダクトフォームのバリアントスマートボタンからバリアントページにアクセスできます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "バリアントの影響" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " @@ -20332,7 +20884,7 @@ msgid "" msgstr "" "プロダクトバリアントは、顧客により詳細なプロダクトオプションを提供するだけでなく、Odooデータベース全体で活用できる独自の影響を持っています。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " @@ -20341,7 +20893,7 @@ msgstr "" ":guilabel:`バーコード`: " "バーコードはプロダクトテンプレートの代わりにそれぞれのバリアントに関連付けられます。それぞれのバリアントは固有のバーコード/SKUを持つことができます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" @@ -20350,7 +20902,7 @@ msgstr "" ":guilabel:`Price`: " "すべてのプロダクトのバリアントは、プロダクトテンプレートの価格と特定の属性の追加料金の合計である、独自の公開価格を持っています。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" @@ -20359,7 +20911,7 @@ msgstr "" "赤いシャツの販売価格は$23です -- " "シャツのテンプレート価格は$20で、赤のカラーバリエーションには$3が追加されるからです。価格表のルールはプロダクトテンプレートに適用するか、バリアントに適用するかを設定できます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" @@ -20368,18 +20920,18 @@ msgstr "" ":guilabel:`在庫`: " "在庫は個々のプロダクトバリアントごとにカウントされます。プロダクトテンプレートフォームでは、在庫は全てのバリアントの合計を反映しますが、実際の在庫は個々のバリアントごとに計算されます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr ":guilabel:`画像`: 各プロダクトのバリエーションはそれぞれ固有の画像を持つことができます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "プロダクトテンプレートへの変更は、そのプロダクトのすべてのバリアントに自動的に適用されます。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr ":doc:`インポート`" @@ -21041,7 +21593,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -21190,7 +21742,7 @@ msgid "" msgstr "その後、見積が支払われ確認されると、配送オーダが自動的に作成されます(Odoo *在庫*アプリがインストールされている場合)。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -21208,7 +21760,7 @@ msgstr "" "オプションプロダクトの使用は、主力プロダクトと一緒にプロダクトをクロスセルするマーケティング戦略です。その目的は、顧客に有用な関連プロダクトを提供し、販売増につなげることです。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -21244,7 +21796,7 @@ msgstr "" "をクリックします。そうすると :guilabel:`プロダクト` 列に空欄が表示されます。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -21267,7 +21819,7 @@ msgid "" msgstr "プロダクトが追加されると、デフォルトの :guilabel:`数量` は `1` になりますが、これはいつでも編集することができます。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -22373,7 +22925,7 @@ msgid "" msgstr "" "クリックすると、データベースにある既存プロダクトのドロップダウンメニューが表示されます。見積テンプレートに追加するプロダクトをドロップダウンメニューから選択します。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -22384,21 +22936,29 @@ msgstr "" "フィールドに希望のプロダクト名を入力すると、ドロップダウンメニューにそのオプションが表示されます。ドロップダウンメニューから " ":guilabel:`さらに検索...` をクリックしてもプロダクトを見つけることができます。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" "プロダクトが見積テンプレートに追加されると、デフォルトの :guilabel:`数量` は `1` になりますが、これはいつでも編集することができます。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" "次に、各ラインアイテムの左側にある :guilabel:`6つの四角` アイコンを使って、プロダクトを希望の位置にドラッグ＆ドロップします。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -22409,13 +22969,13 @@ msgstr "" "販売オーダの行を整理するヘッダーとなる*セクション*を追加するには、 :guilabel:`行` タブの :guilabel:`セクションの追加` " "をクリックします。クリックすると空白のフィールドが表示され、そこにセクションの名前を入力することができます。名前を入力したら、クリックしてセクション名を確定します。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "次に、各行項目の左にある :guilabel:`6つの四角` アイコンを使って、セクション名を好きな位置にドラッグ＆ドロップします。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -22424,13 +22984,13 @@ msgid "" msgstr "" "見積に顧客用のテキストとして表示されるメモを追加するには、:guilabel:`明細`タブの:guilabel:`メモを追加`をクリックします。クリックすると空欄が表示され、そこにメモを入力することができます。メモを入力したら、クリックしてメモを確定します。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "次に、 :guilabel:`6つの四角`アイコンを使って、メモを好きな位置にドラッグ＆ドロップします。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " @@ -22439,11 +22999,11 @@ msgstr "" "guilabel:`明細`タブ(プロダクト、セクション、メモ)から行項目を削除するには、行の右端にある :guilabel:`🗑️（ゴミ箱）` " "アイコンをクリックします。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "オプションプロダクトタブ" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -22452,7 +23012,7 @@ msgid "" msgstr "" "*オプションプロダクト*の使用は、主力プロダクトと一緒にプロダクトのクロスセリングを含むマーケティング戦略です。その目的は、顧客に有用な関連プロダクトを提供することであり、それにより売上が増加する可能性があります。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -22464,7 +23024,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "Odoo販売の典型的な販売オーダに表示されるオプションプロダクト。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -22473,21 +23033,21 @@ msgid "" msgstr "" "guilabel:`オプションプロダクト`タブで、:guilabel:`ライン`タブにあるオリジナルプロダクトに関連するクロスセリングプロダクトの明細を追加します。ここで追加されるプロダクトは、購入希望者の付加価値としてオリジナルプロダクトを補完することが理想的です。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "guilabel:`明細の追加` をクリックすると、 :guilabel:`プロダクト` 列に空白のフィールドが現れます。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "オプションプロダクトは、見積テンプレートの作成には必要**ありません**。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "諸条件タブ" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," @@ -22495,20 +23055,20 @@ msgid "" msgstr "" "guilabel:`諸条件`タブでは、見積テンプレートに条件を追加することができます。条件を追加するには、このタブに必要な条件を入力(またはコピー＆ペースト)するだけです。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "見積テンプレートの作成には、諸条件は必要** ありません**。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "PDF見積ビルダタブ" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " @@ -22516,7 +23076,7 @@ msgid "" msgstr "" "guilabel:`PDF見積ビルダ`タブは、プロダクトやサービスを強調するために、より多くの情報や視覚的に美しい要素を盛り込んだ魅力的な見積を作成するオプションを提供します。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." @@ -22526,15 +23086,15 @@ msgstr "" ":guilabel:`✏️（鉛筆）` アイコンをクリックします。アップロードしたPDFを削除するには、:guilabel:`🗑️ " "(ゴミ箱)`アイコンをクリックします。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "見積テンプレートを使用する" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -22546,7 +23106,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "Odoo販売の標準見積フォームの見積テンプレートフィールド。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -22558,7 +23118,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Odoo販売の見積テンプレートの顧客プレビュー。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -22568,13 +23128,13 @@ msgstr "" "見積テンプレートデザインは、Odoo *ウェブサイト*を使用した一般的なウェブページデザインと同じ方法論と機能を使用しています。詳しくは " ":doc:`../../../websites/website` ドキュメントをご覧下さい。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "全てのブロックとカスタマイズが完了したら、:guilabel:`保存`ボタンをクリックして、それらの設定を所定の位置に配置します。" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/ja/LC_MESSAGES/websites.po b/locale/ja/LC_MESSAGES/websites.po index bb9802d3f..0a930f853 100644 --- a/locale/ja/LC_MESSAGES/websites.po +++ b/locale/ja/LC_MESSAGES/websites.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Junko Augias, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -758,7 +758,7 @@ msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "設定" @@ -872,13 +872,11 @@ msgid "" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -900,33 +898,34 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -936,11 +935,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1339,6 +1338,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "返品と返金" @@ -6404,132 +6413,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/ko/LC_MESSAGES/administration.po b/locale/ko/LC_MESSAGES/administration.po index 0d3c8363a..40808e49a 100644 --- a/locale/ko/LC_MESSAGES/administration.po +++ b/locale/ko/LC_MESSAGES/administration.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -230,6 +230,9 @@ msgid "" ":ref:`major version `, waiting for its release if " "necessary." msgstr "" +"Odoo 온라인의 :ref:`중간 버전 `은 Odoo.sh 또는 온프레미스에서 지원되지 않습니다. " +"따라서 전송할 데이터베이스에서 실행 중인 버전이 중간 버전인 경우에는 반드시 다음 :ref:`주요 버전 " +"` 으로 먼저 업그레이드한 후 필요한 경우 릴리스될 때까지 기다려야 합니다." #: ../../content/administration/hosting.rst:55 msgid "" @@ -265,6 +268,9 @@ msgid "" "If the download fails due to the file being too large, `contact Odoo support" " `_." msgstr "" +"Odoo 온라인 데이터베이스 관리자 `_ 에 로그인하여 데이터베이스 이름" +" 옆에 있는 톱니바퀴 아이콘 (:guilabel:`⚙`)을 :guilabel:`백업 다운로드` 를 클릭합니다. 파일 용량이 너무 커서 " +"다운로드에 실패한 경우 `Odoo 고객 지원팀 `_ 에 문의하세요." #: ../../content/administration/hosting.rst:74 #: ../../content/administration/hosting.rst:121 @@ -521,7 +527,7 @@ msgid "Deactivated features" msgstr "" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" #: ../../content/administration/neutralized_database.rst:26 @@ -550,7 +556,11 @@ msgstr "" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -1221,6 +1231,8 @@ msgid "" "the server is run outside a shell, you cannot launch the debugger directly " "from your Odoo instance backend as the debugger needs a shell to operate." msgstr "" +"``pdb``, ``pudb`` 또는 ``ipdb`` 를 사용하여 Odoo.sh에서 코드를 디버깅할 수 있습니다. 서버가 셸 외부에서 " +"실행되기 때문에 디버거를 작동하려면 셸이 필요하므로 Odoo 인스턴스 백엔드에서 직접 디버거를 시작할 수 없습니다." #: ../../content/administration/odoo_sh/advanced/containers.rst:195 msgid "" @@ -1506,6 +1518,11 @@ msgid "" "changes `_." msgstr "" +"Git 하위 모듈에 대한 자세한 내용은 `git-scm.com 문서 `_ 를 참조하세요. 예를 들어, 하위 모듈을 최신 버전으로 업데이트하려면 '업스트림 변경 사항 가져오기 " +"`_ 에 있는 " +"내용으로 진행합니다." #: ../../content/administration/odoo_sh/advanced/submodules.rst:107 msgid "Ignore modules" @@ -1639,6 +1656,8 @@ msgid "" "them less often if no one is using the database in order to save up " "resources." msgstr "" +"예약된 작업을 비활성화합니다. 테스트를 해 보려면 수동으로 작업을 트리거하거나 다시 활성화할 수 있습니다. 아무도 데이터베이스를 사용 " +"중이지 않은 경우에는 리소스를 절약하기 위해 플랫폼에서 트리거되는 빈도가 줄어든다는 점에 유의합니다." #: ../../content/administration/odoo_sh/getting_started/branches.rst:72 msgid "" @@ -2865,6 +2884,8 @@ msgid "" "database or an existing set of applications, you might need to choose the " "according version. If you start from scratch, use the latest version." msgstr "" +"사용하려는 Odoo 버전을 선택하세요. 기존 데이터베이스나 기존 애플리케이션 세트를 가져오려는 경우 해당 버전을 선택해야 할 수도 " +"있습니다. 처음부터 새로 시작하는 경우 최신 버전을 사용하세요." #: ../../content/administration/odoo_sh/getting_started/create.rst:55 msgid "" @@ -4123,7 +4144,6 @@ msgstr "관리자" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -4570,6 +4590,8 @@ msgid "" "will be renewed when the payment arrives which can take a few days. Credit " "card payments are processed immediately." msgstr "" +"메시지에 표시된 :guilabel:`구독 갱신` 링크를 클릭하여 절차를 완료합니다. 결제 방식이 은행 이체인 경우에는 결제 완료 시 " +"구독이 갱신되며 며칠 정도 소요될 수 있습니다. 신용카드로 결제하면 즉시 처리됩니다." #: ../../content/administration/on_premise.rst:113 msgid "`Send a support ticket `_." @@ -4688,6 +4710,8 @@ msgid "" "installation (this folder still contains the PostgreSQL installation). " "Uncheck ``Start Odoo`` at the end of the installation" msgstr "" +"Odoo 엔터프라이즈 설치 프로그램을 실행한 후 일반적인 절차대로 진행합니다. 설치 경로를 선택할 때 커뮤니티 설치 폴더를 설정할 수 " +"있습니다 (이 폴더에도 PostgreSQL 설치가 포함되어 있음). 설치가 끝나면 'Odoo 시작하기' 를 선택 해제합니다." #: ../../content/administration/on_premise/community_to_enterprise.rst:96 msgid "" @@ -4892,6 +4916,9 @@ msgid "" "` when your Postgres deployment is not " "local and/or does not use the installation defaults." msgstr "" +"기본적으로 Odoo는 포트 5432를 통해 UNIX 소켓으로 로컬 postgres에 연결합니다. Postgres 배포가 로컬이 아니거나 " +"설치 기본값을 사용하지 않는 경우 :ref:`데이터베이스 옵션 ` 을 " +"사용하여 재정의할 수 있습니다." #: ../../content/administration/on_premise/deploy.rst:126 msgid "" @@ -5744,6 +5771,8 @@ msgid "" "each request, otherwise users will be blocked as they won't be allowed to " "choose the database themselves." msgstr "" +"시스템에서 요청 사항에 대한 대상 데이터베이스를 결정할 수 있도록 적절한 ``db_name`` 매개변수 (및 선택 사항으로 " +"``dbfilter``)를 설정합니다. 설정하지 않을 경우 사용자가 데이터를 직접 선택하도록 허용되지 않으므로 차단됩니다." #: ../../content/administration/on_premise/deploy.rst:729 msgid "" @@ -5779,6 +5808,8 @@ msgid "" "administrators of an Odoo on-premise database detailing how to manually " "reset and re-encrypt the master password." msgstr "" +"마스터 비밀번호를 잘못 입력했거나 유출되어서 재설정해야 하는 경우가 생길 수 있습니다. 다음의 절차는 Odoo 온프레미스 데이터베이스의 " +"시스템 관리자를 위한 것으로 마스터 비밀번호를 수동으로 재설정하고 다시 암호화하는 방법에 대해 자세히 설명합니다." #: ../../content/administration/on_premise/deploy.rst:753 msgid "" @@ -5793,6 +5824,9 @@ msgid "" "password is implemented by default, so there is a secure master password for" " any Odoo on-premise deployment." msgstr "" +"새로운 온프레미스 데이터베이스를 생성할 때 마스터 비밀번호가 임의로 생성됩니다. Odoo는 데이터베이스 보안을 위해 이 비밀번호를 " +"사용하는 것을 권장합니다. 이 비밀번호는 기본값으로 구현이 되어 있으므로 어떤 경우라도 Odoo 온프레미스 배포 시에는 보안 마스터 " +"비밀번호가 있습니다." #: ../../content/administration/on_premise/deploy.rst:761 msgid "" @@ -5887,6 +5921,9 @@ msgid "" " on the file. Then, the device should have a default :abbr:`GUI (graphical " "user interface)` to open the file with." msgstr "" +"환경 설정 파일을 찾은 후 (:abbr:`GUI (graphical user interface)`)를 사용하여 엽니다. 파일을 더블 " +"클릭하기만 하면 됩니다. 그러면 장치에 있는 기본 :abbr:`GUI (graphical user interface)` 로 파일이 " +"열립니다." #: ../../content/administration/on_premise/deploy.rst:801 msgid "" @@ -5941,6 +5978,8 @@ msgid "" "of the line. This ensures the database is secure throughout the entire " "password reset process." msgstr "" +"비밀번호를 다른 번호로 변경하는 것이 필수적이며, 줄 시작 부분에 세미콜론 `;` 을 추가하여 새 비밀번호로 초기화를 하는 것보다 나은 " +"방법입니다. 이를 통해 비밀번호 초기화 과정에서 데이터베이스를 안전하게 보호할 수 있습니다." #: ../../content/administration/on_premise/deploy.rst:837 msgid "Restart Odoo server" @@ -6001,6 +6040,9 @@ msgid "" ":guilabel:`New Master Password` is hashed (or encrypted), once the " ":guilabel:`Continue` button is clicked." msgstr "" +"다음으로 :guilabel:`마스터 비밀번호 설정` 을 클릭한 후 이전에 선택한 임시 비밀번호를 :guilabel:`마스터 비밀번호` " +"필드에 입력합니다. 이 단계에 이어 :guilabel:`새로운 마스터 비밀번호` 를 입력합니다. :guilabel:`계속하기` 버튼을 " +"클릭하면 :guilabel:`새 마스터 비밀번호` 가 해시 (또는 암호화)됩니다." #: ../../content/administration/on_premise/deploy.rst:874 msgid "" @@ -6919,6 +6961,9 @@ msgid "" "into the Odoo database with the base administrator account: use `admin` as " "the email and, again, `admin` as the password." msgstr "" +"서버가 시작된 후 (INFO 로그 odoo.modules.loading: Modules loaded.` 이 인쇄됨) 웹 브라우저에서 " +"http://localhost:8069 를 열고 기본 관리자 계정으로 Odoo 데이터베이스에 로그인하며, 이메일은 `admin`, " +"비밀번호도 `admin`을 입력합니다." #: ../../content/administration/on_premise/source.rst:486 msgid "" @@ -7327,14 +7372,7 @@ msgstr "" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "2023년 8월" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -7352,6 +7390,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "2023년 8월" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "2023년 6월" @@ -7505,6 +7551,10 @@ msgid "" "is possible to request an upgraded test database and check it for any " "discrepancies." msgstr "" +"수동으로 :ref:`업그레이드를 먼저 테스트 ` 하는 것을 강력히 권장합니다. " +":guilabel:`먼저 테스트하고 싶습니다` 를 클릭하면 `데이터베이스 관리자 " +"`_ 로 리디렉션되며, 여기서 업그레이드된 테스트 데이터베이스를 요청하고" +" 불일치 여부를 확인할 수 있습니다." #: ../../content/administration/upgrade.rst:25 msgid "" diff --git a/locale/ko/LC_MESSAGES/essentials.po b/locale/ko/LC_MESSAGES/essentials.po index 69b65c6af..5eb9a8d74 100644 --- a/locale/ko/LC_MESSAGES/essentials.po +++ b/locale/ko/LC_MESSAGES/essentials.po @@ -5,6 +5,7 @@ # # Translators: # Wil Odoo, 2024 +# Daye Jeong, 2024 # Sarah Park, 2024 # #, fuzzy @@ -12,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -30,56 +31,55 @@ msgstr "Odoo 필수 정보" msgid "Activities" msgstr "활동" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "*활동* 이란 Odoo 데이터베이스의 레코드에 연결되어 있는 후속 작업입니다." -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "활동에 대한 아이콘은 :ref:`활동 유형 ` 에 따라 다르게 나타납니다." - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr ":guilabel:`🕘 (시계)`: 기본 아이콘으로, 활동 스케줄이 없을 때 나타납니다." - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr ":guilabel:`📞 (전화)`: 이 아이콘은 전화 통화 스케줄이 있는 경우에 나타납니다." - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." -msgstr ":guilabel:`✉️ (편지 봉투)`: 이 아이콘은 이메일 스케줄이 있는 경우에 나타납니다." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" +msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." -msgstr ":guilabel:`✔️ (체크 표시)`: 이 아이콘은 할 일 스케줄이 있는 경우에 나타납니다." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." +msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." -msgstr ":guilabel:`(그룹)`: 이 아이콘은 회의 스케줄이 있는 경우에 나타납니다." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." +msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." -msgstr ":guilabel:`(선 위를 가리키는 화살표)`: 이 아이콘은 문서 업로드 스케줄이 있는 경우에 나타납니다." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." +msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." -msgstr ":guilabel:`(상자 안의 연필)`: 이 아이콘은 서명 요청 스케줄이 있는 경우에 나타납니다." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." +msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "활동 예약하기" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,18 +87,18 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" "활동에 대한 스케줄은 데이터베이스에서 애플리케이션의 :ref:`메시지창 ` 스레드, :ref:`칸반 " -"보기 `, :ref:`목록 보기 <활동/목록>` 또는 :ref:`활동 " -"보기` 가 있는 어느 페이지에서나 예약할 수 있습니다." - -#: ../../content/applications/essentials/activities.rst:30 -msgid "Chatter" -msgstr "대화 메시지" +"보기 `, :ref:`목록 보기 ` 또는 :ref:`활동 보기 " +"` 로 어느 페이지에서나 예약할 수 있습니다." #: ../../content/applications/essentials/activities.rst:32 +msgid "Chatter" +msgstr "메시지창" + +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "어떤 레코드에서든 메시지창에서 활동을 만들 수 있습니다." -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -112,28 +112,24 @@ msgstr "" msgid "New activity type form." msgstr "새 활동 유형 양식" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "칸반 화면" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." -msgstr "활동을 만드는 다른 방법으로는 애플리케이션의 칸반 보기에서 생성하는 방법이 있습니다." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." -msgstr "상단 메뉴에서 칸반 아이콘이 강조 표시되어 있는 모습" +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." +msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "진행하려면 개별 레코드 아래에 있는 :guilabel:`🕘 (시계)` 아이콘을 클릭하세요." - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -144,75 +140,68 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "CRM 파이프라인의 칸반 보기 및 활동 예약 항목" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -"레코드에 이미 예약된 활동이 있는 경우에는 :guilabel:`🕘 (시계)` 아이콘은 기존에 예약된 활동을 나타내는 아이콘으로 바뀝니다." -" 다른 활동을 예약하려면 활동 유형에 해당하는 아이콘을 클릭하세요." -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "목록 보기" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." -msgstr "목록 보기에서도 활동을 만들 수 있습니다." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." +msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" -":guilabel:`활동` 열이 숨겨져 있는 경우에는, 맨 위에 있는 행의 오른쪽 끝에 :guilabel:`(추가 옵션 토글)` 아이콘이" -" 점 두 개가 있는 두 개의 가로줄으로 나타나 있으므로 이를 사용하여 표시할 수 있습니다." - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." -msgstr "" -"그런 다음 활동을 추가할 레코드에 있는 :guilabel:`🕘 (시계)` 아이콘을 클릭한 다음 :guilabel:`+ 활동 예약` 을 " -"클릭합니다. 양식이 나타나면 :ref:`활동 예약 양식을 작성하세요 `." #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "CRM 파이프라인 목록 보기 및 활동 예약 항목" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "활동 보기" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -"대부분의 Odoo의 애플리케이션에는 *활동* 보기가 있습니다. 사용할 수 있으면, 기본 메뉴 표시줄의 오른쪽 상단에 " -":guilabel:`🕘 (시계)` 활동 아이콘이 표시됩니다." -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." -msgstr "활동 보기를 열려면 :guilabel:`🕘(시계)` 활동 아이콘을 클릭합니다." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." +msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "오른쪽 상단 메뉴에 활동 아이콘이 표시된 모습" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "이 보기에서는 선택할 수 있는 모든 활동이 열에 표시되고 가로 항목에는 모든 개별 레코드가 나타납니다." -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." @@ -220,7 +209,7 @@ msgstr "" "활동이 초록색으로 표시되어 있으면 마감일이 향후에 예정되어 있으며, 주황색으로 표시되어 있으면 마감일이 오늘이라는 뜻입니다. 활동이 " "빨간색으로 표시되어 있으면 기한이 지난 것입니다." -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " @@ -228,38 +217,35 @@ msgid "" msgstr "" "각 열에 있는 색상 막대는 특정한 활동 유형에 대한 레코드를 나타내며, 표시되어 있는 숫자는 해당 유형으로 예약된 활동 수입니다." -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "하나의 레코드에 예약된 활동 유형이 여러 개인 경우에는 예약된 활동의 총 개수가 박스 안에 숫자로 나타납니다." -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." -msgstr "활동 색상과 활동 마감일에 대한 관계는 활동 유형이나 보기에 관계없이 Odoo 전체에서 일관되게 유지됩니다." - -#: ../../content/applications/essentials/activities.rst:120 -msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:116 +msgid "" +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" -"레코드와 관련된 활동을 예약하려면 필드 위로 마우스를 가져가서 :guilabel:`➕ (더하기 기호)` 가 나타나는지 확인합니다. " -":guilabel:`➕ (더하기 기호)` 를 클릭한 다음 :ref:`활동 예약 양식을 작성하세요 `." #: ../../content/applications/essentials/activities.rst-1 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "CRM 파이프라인 활동 보기 및 활동 예약 항목" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "활동 예약 양식" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -271,12 +257,12 @@ msgstr "" "애플리케이션에 있는 :ref:`칸반 보기 `, :ref:`목록 보기 `," " 또는 :ref:`활동 보기 ` 와 같이 여러 가지 보기 중에서 예약할 수 있습니다." -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "다음 정보를 양식에 입력하세요." -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -287,30 +273,19 @@ msgstr "" ":guilabel:`통화`, :guilabel:`미팅` 또는 :guilabel:`To-Do` 중에서 선택할 수 있습니다. 다른 " "애플리케이션 설치 여부에 따라 추가 항목도 선택할 수 있습니다." -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" -"애플리케이션마다 전용 :ref:`활동 유형 ` 목록이 있습니다. 예를 들어, *판매* 애플리케이션을 " -"설치하면 :guilabel:`상향 판매 주문` 을 할 수 있고, *전자 서명* 애플리케이션을 설치하면 :guilabel:`서명 요청` 을" -" 사용할 수 있습니다." - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr ":guilabel:`요약`: `미팅 제안서` 와 같이 활동에 대해 간략하게 제목을 입력합니다." -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr ":guilabel:`마감일`: 캘린더 팝오버 창을 사용하여 활동 마감일을 선택합니다." -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " @@ -319,25 +294,25 @@ msgstr "" ":guilabel:`배정 대상`: 기본적으로 현재 사용 중인 사람이 여기 입력됩니다. 다른 사용자에게 활동을 배정하려면 드롭다운 메뉴에서" " 사용자를 선택합니다." -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr ":guilabel:`메모`: 활동에 대한 추가적인 정보를 여기에 추가합니다." -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr ":guilabel:`활동 스케줄` 팝업 창에 입력을 완료했으면 다음 버튼 중 하나를 클릭합니다." -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr ":guilabel:`캘린더 열기`: 사용자의 캘린더를 열어서 활동을 추가하고 예약합니다." -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" @@ -346,7 +321,7 @@ msgstr "" "원하는 활동 날짜와 시간을 클릭하면 :guilabel:`새 행사` 팝업 창이 나타납니다. *활동 예약* 팝업 창에 대한 요약이 " ":guilabel:`제목` 필드에 입력됩니다." -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " @@ -355,7 +330,7 @@ msgstr "" ":guilabel:`새 행사` 팝업 창에 내용을 입력한 후 :guilabel:`저장 후 닫기` 를 클릭하여 일정을 예약합니다. 예약이 " "완료되면 :guilabel:`계획된 활동` 섹션 아래에 있는 메시지창에 활동이 추가됩니다." -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " @@ -364,13 +339,13 @@ msgstr "" ":guilabel:`캘린더 열기` 버튼은 **오직** :guilabel:`활동 유형`이 :guilabel:`통화` 또는 " ":guilabel:`미팅` 으로 설정된 경우에만 나타납니다." -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr ":guilabel:`스케줄`: 활동을 예약하고 :guilabel:`계획된 활동` 아래에 있는 메시지창에 활동을 추가합니다." -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " @@ -379,7 +354,7 @@ msgstr "" ":guilabel:`스케줄 후 완료로 표시`: 활동에 대한 세부 정보를 :guilabel:`오늘` 아래의 메시지창에 추가합니다. 활동은 " "예약되지 않으며 자동으로 완료 표시됩니다." -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -389,7 +364,7 @@ msgstr "" ":guilabel:`완료 후 다음 스케줄`: 활동에 대한 세부 정보를 :guilabel:`오늘` 아래에 있는 메시지창에 추가합니다. " "활동이 예약되지 않고 자동으로 완료 표시되며 새로운 :guilabel:`활동 스케줄` 팝업 창이 나타납니다." -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -399,24 +374,23 @@ msgstr ":guilabel:`취소`: :guilabel:`활동 스케줄` 팝업 창에서 변경 msgid "View of CRM leads and the option to schedule an activity." msgstr "CRM 영업제안 및 활동 예약 항목 보기" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "예약되어 있는 모든 활동" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -"애플리케이션별로 정리된 통합 활동 목록을 확인하려면 오른쪽 상단 헤더 메뉴에 있는 :guilabel:`🕘(시계)` 아이콘을 클릭하세요." -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." -msgstr "예약된 활동이 있으면 :guilabel:`🕘 (시계)` 아이콘에 빨간색 말풍선으로 활동 수가 표시됩니다." +"bubble on the |clock|." +msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -427,7 +401,7 @@ msgstr "" "각각의 애플리케이션에 있는 모든 활동은 하위 섹션으로 더 나뉘어져서 애플리케이션에서 활동이 완료될 위치를 표시하게 됩니다. 하위 섹션마다" " :guilabel:`늦음`, :guilabel:`오늘` 마감 예정, :guilabel:`향후` 예정인 활동의 수가 표시되어 있습니다." -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " @@ -436,7 +410,7 @@ msgstr "" "*휴가* 애플리케이션에서 *모든 휴가* 신청 현황판에 활동 이 1개 예약되어 있으며, *배정* 현황판에는 6개 활동 스케줄이 예약되어 " "있습니다." -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -450,11 +424,11 @@ msgstr "" "기본 메뉴 표시줄에서 액세스할 수 있는 활동 목록. 휴가 애플리케이션의 두 항목이\n" "강조 표시되어 있는 모습" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "문서 요청" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -464,18 +438,18 @@ msgstr "" ":ref:`모든 활동 스케줄 ` 목록 가장 아래 쪽에서 :guilabel:`문서 요청` 항목을 선택할 수 " "있습니다. :guilabel:`문서 요청` 을 클릭하면 :guilabel:`파일 요청` 팝업 창이 나타납니다." -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr ":guilabel:`문서명`: 요청할 문서 제목을 입력합니다." -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr ":guilabel:`요청 대상`: 드롭다운 메뉴에서 문서를 요청할 사용자를 선택합니다." -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -487,7 +461,7 @@ msgstr "" "필드가 표시됩니다. 기본 항목으로 되어 있는 :guilabel:`일` 을 클릭하면 드롭다운 메뉴가 나타납니다. 목록에서 원하는 기간 " "항목을 선택합니다. :guilabel:`일`, :guilabel:`주` 또는 :guilabel:`월` 중에서 선택할 수 있습니다." -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." @@ -495,7 +469,7 @@ msgstr "" ":guilabel:`작업 공간`: 드롭다운 메뉴에서 문서가 업로드될 특정 :ref:`작업 공간 `" " 을 선택합니다." -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " @@ -504,13 +478,13 @@ msgstr "" ":guilabel:`태그`: 드롭다운 메뉴에서 사용할 태그를 선택합니다. 사용 가능한 것으로 표시되는 태그는 :guilabel:`작업 " "공간` 에 설정되어 있는 태그를 기반으로 합니다." -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr ":guilabel:`메시지`: 문서 요청에 대해 명확히 설명하는 메시지를 여기에 입력합니다." -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -521,11 +495,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "계약서 요청용으로 모든 항목이 작성되어 있는 파일 요청 양식" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "활동 유형" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -539,42 +513,50 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "활동 유형 버튼이 메일 및 채팅 섹션 아래에서 설정 애플리케이션에 있는 모습" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "그러면 기존의 활동 유형이 있는 :guilabel:`활동 유형` 페이지가 표시됩니다." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"각각의 애플리케이션에는 해당 애플리케이션 전용 *활동 유형* 목록이 있습니다. 예를 들어 *CRM* 애플리케이션에 사용할 수 있는 활동을" +" 확인하고 편집하려면 :menuselection:`CRM 앱 --> 환경 설정 --> 활동 유형` 으로 이동합니다." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "활동 유형 목록이 이미 설정되어 사용할 수 있게 준비된 모습" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "활동 유형 편집하기" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" "기존 :ref:`활동 유형 ` 을 편집하려면 활동 유형을 클릭하여 활동 유형 양식을 불러옵니다." -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -"활동 유형 양식을 원하는 방식으로 변경합니다. 양식은 자동 저장되지만 페이지 왼쪽 상단의 :guilabel:`(cloud upload)`" -" 아이콘으로 표시되어 있는 :guilabel:`수동 저장` 옵션을 클릭하면 언제든지 수동으로 저장할 수 있습니다. " -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "새 활동 유형 만들기" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " @@ -583,17 +565,17 @@ msgstr "" "새 :ref:`활동 유형 ` 을 생성하려면 :guilabel:`활동 유형` 페이지에서 " ":guilabel:`새로 만들기` 를 클릭하여 활동 유형 양식을 공백 상태로 불러옵니다." -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "양식 상단 부분에 활동 유형에 대한 :guilabel:`이름` 을 입력한 후 다음 내용을 양식에 입력합니다." -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "활동 설정 섹션" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " @@ -602,20 +584,20 @@ msgstr "" ":guilabel:`활동`: 드롭다운 메뉴에서 새로운 활동 유형과 관련된 작업을 선택합니다. 일부 작업은 활동이 예약되면 다음과 같은 " "특정 동작을 트리거합니다." -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr ":guilabel:`문서 업로드`: 선택할 경우 문서 업로드 링크가 자동으로 메시지창에 있는 계획된 활동에 추가됩니다." -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" ":guilabel:`통화` 또는 :guilabel:`미팅`: 선택할 경우 캘린더를 열어서 활동할 날짜와 시간을 고를 수 있습니다." -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " @@ -624,13 +606,13 @@ msgstr "" ":guilabel:`서명 요청`: 선택할 경우 메시지창에 있는 계획된 활동에 서명 요청 팝업 창을 여는 링크가 자동으로 추가됩니다. " "Odoo *전자 서명* 애플리케이션이 설치되어 있어야 가능한 기능입니다." -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "사용할 수 있는 활동 유형은 데이터베이스에 설치된 애플리케이션에 따라 다릅니다." -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -640,13 +622,13 @@ msgstr "" ":guilabel:`폴더`: 문서를 저장할 특정 :ref:`작업 공간 ` 폴더를 선택합니다. " ":guilabel:`활동` 에서 :guilabel:`문서 업로드` 를 선택한 경우에 **한해서만** 표시되는 항목입니다." -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "드롭다운 메뉴에서 문서를 저장할 :guilabel:`폴더` 를 선택합니다." -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -656,13 +638,13 @@ msgstr "" ":guilabel:`기본 사용자`: 활동 유형을 예약한 사용자에게 활동이 자동으로 배정되게 하려면 드롭다운 메뉴에서 사용자를 선택합니다." " 항목을 비워둘 경우에는 활동을 생성한 사용자에게 활동이 배정됩니다." -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr ":guilabel:`기본 요약`: 이 활동 유형이 생성될 때마다 포함시킬 메모를 입력합니다." -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -671,7 +653,7 @@ msgstr "" ":guilabel:`기본 사용자` 및 :guilabel:`기본 요약` 항목의 정보는 활동을 생성할 때 포함되는 정보입니다. 다만 활동을 " "예약하기 전이나 저장하기 전에는 변경할 수 있습니다." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." @@ -679,22 +661,22 @@ msgstr "" ":guilabel:`완료로 유지`: `완료` 로 표시된 활동을 :ref:`활동 보기 ` 에 " "표시하려면 확인란을 선택합니다." -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr ":guilabel:`기본 메모`: 활동에 표시할 메모를 입력합니다." -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "다음 활동 섹션" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" "다른 활동을 제안하거나 트리거되게 할 수도 있습니다. 그렇게 하려면 :guilabel:`새로운 활동` 섹션에 대해 환경 설정을 하세요." -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -704,7 +686,7 @@ msgstr "" ":guilabel:`연결 유형`: 드롭다운 메뉴에서 :guilabel:`다음 활동 제안` 또는 :guilabel:`다음 활동 트리거` 를" " 선택합니다. 선택 항목에 따라 :guilabel:`제안` 또는 :guilabel:`트리거` 가 표시됩니다." -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." @@ -712,7 +694,7 @@ msgstr "" ":guilabel:`활동` 으로 :guilabel:`문서 업로드` 를 선택한 경우에는 :guilabel:`연결 유형` 항목이 표시되지 " "**않습니다**." -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -722,19 +704,19 @@ msgstr "" ":guilabel:`제안/트리거`: :guilabel:`연결 유형` 으로 선택한 항목에 따라 여기에서 :guilabel:`제안` 또는 " ":guilabel:`트리거` 가 표시됩니다. 드롭다운 메뉴를 사용하여 활동 유형의 후속 작업으로 추천 혹은 예약할 활동을 선택합니다." -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr ":guilabel:`스케줄`: 다음 활동이 제안되거나 트리거되는 시기를 설정합니다." -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "먼저 활동이 제안되거나 트리거되는 시기를 나타내는 숫자 값을 입력합니다." -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -745,7 +727,7 @@ msgstr "" "나타납니다. 목록에서 원하는 기간 항목을 선택하세요. :guilabel:`일`, :guilabel:`주` 또는 :guilabel:`월` " "중에서 선택할 수 있습니다." -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -758,14 +740,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "모든 항목이 입력되어 있는 새로운 활동 양식" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr ":doc:`../productivity/discuss`" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr ":doc:`../productivity/discuss/team_communication`" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "연락처" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "이름" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "주소" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "연락처 및 주소 탭" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "판매 및 매입 탭" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "판매 섹션" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "회계 탭" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "내부 메모 탭" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "데이터 내보내기 및 가져오기" diff --git a/locale/ko/LC_MESSAGES/finance.po b/locale/ko/LC_MESSAGES/finance.po index e07ec1fd4..d2feabed1 100644 --- a/locale/ko/LC_MESSAGES/finance.po +++ b/locale/ko/LC_MESSAGES/finance.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -79,7 +79,7 @@ msgstr "" "이루어집니다. 이를 통해 모든 거래가 정확하고 일관성 있게 기록되고 계정 잔액이 항상 일치하게 됩니다." #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr ":doc:`유용한 회계 정보 `" @@ -100,11 +100,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`현금주의 `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "다중 회사인 경우" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -116,11 +117,11 @@ msgstr "" "` 가 있어서, 연결 재무제표를 생성하는 데 유용하게 사용할 " "수 있습니다. 사용자는 여러 개의 회사에 액세스할 수 있지만, 한 번에 하나의 회사에 대해서만 회계 작업을 할 수 있습니다." -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "다중 통화 환경인 경우" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -135,17 +136,17 @@ msgstr "" "기록되며, 다른 통화로 거래가 발생하는 경우에는 Odoo에서는 회사 통화와 거래의 통화 가치를 모두 저장합니다. 전표 항목 조정 후 " "Odoo에서 외환 손익 항목이 생성됩니다." -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr ":doc:`외환 관련 은행 관리 `" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "지점 관리" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" @@ -154,11 +155,11 @@ msgstr "" "회사의 다중 계층 구조 덕분에 여러 개의 지점을 관리할 수 있습니다. 이를 통해 각 지사별 전표 항목을 발행하고 본사에서 관리하는 공통 " "잠금 날짜를 설정할 수 있습니다." -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "국제 표준" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -169,15 +170,15 @@ msgstr "" "Odoo 회계는 70개 이상의 국가에서 지원되고 있습니다. 모든 국가에 공통된 주요 기준과 메커니즘을 사용하며, 국가별 모듈을 지원하여 " "현지 요구 사항을 충족합니다. 재정 위치를 통하여 계정과목표, 세금 또는 기타 요구 사항과 같은 지역적 특수성을 해결하고 있습니다." -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`재무 현지화 패키지 `" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "미수금 및 미지급금" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -186,7 +187,7 @@ msgstr "" "기본값으로, 미수금 항목에 단일 계정이, 그리고 미지급금 항목에 다른 단일 계정이 부여되어 있습니다. 거래는 **계약** 에 연결되어 " "있으므로, 보고서를 고객, 거래처 혹은 공급업체별로 실행할 수 있습니다." -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -195,147 +196,149 @@ msgstr "" "**협력사 원장** 보고서에서는 고객 및 공급업체의 잔액을 표시합니다. :menuselection:`회계 --> 보고서 --> 협력사 " "원장` 으로 이동하여 사용할 수 있습니다." -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "보고" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" "다음의 재무 :doc:`보고서 ` 를 사용할 수 있으며 보고서는 실시간으로 업데이트됩니다." -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "재무 보고서" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "명세서" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "재무상태표" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "손익계산서" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "현금흐름표" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "세금신고서" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "ES 판매 목록" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "감사" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "총계정원장" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "시산표" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "전표 보고서" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "내부 통계 보고서" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "수표 등록" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "협력사" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "협력사 원장" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "장기 미수금" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "장기 미지급금" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "관리" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "청구서 분석" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "외화환산 이익 및 손실" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "감가상각 일정" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "허용되지 않는 비용" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "예산 분석" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "프로젝트 마진" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "1099 신청서" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" "Odoo의 보고서 엔진을 이용한 :doc:`보고서 생성 및 사용자 지정 ` " -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "Odoo는 특정 과세 기간내의 모든 회계 거래 항목을 계산하고 여기에서의 합계를 사용하여 납세액을 계산합니다." -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -344,19 +347,19 @@ msgstr "" "특정 기간에 대해 세금계산서가 생성되면, Odoo에서는 잠금 처리 후 부가가치세와 관련하여 전표를 새로 생성하지 못하도록 합니다. 고객용" " 청구서 또는 공급업체 청구서에 대해 수정 사항이 있을 경우에는 모두 다음 기간에 기록해야 합니다." -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "국가별 현지화에 따라서, 세금계산서를 XML 버전으로 생성하여 관련 세무 당국의 부가가치세 플랫폼에 업로드할 수 있습니다." -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "은행 동기화" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -366,15 +369,15 @@ msgstr "" "은행 동기화 시스템은 은행 기관에 직접 연결하여 모든 거래를 데이터베이스로 자동으로 가져옵니다. 온라인 뱅킹 시스템에 로그인하거나 은행 " "명세 내역서를 기다릴 필요 없이 현금 흐름에 대한 전체 내용을 살펴 볼 수 있습니다." -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`은행 동기화 `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "재고 가치 평가" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -384,17 +387,17 @@ msgstr "" "평균법, :abbr:`LIFO (후입선출법: Last-In, First-Out)` 및 :abbr:`FIFO (선입선출법: First-" "In, First-Out)` 중에서 선택하세요." -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "이익잉여금" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -404,11 +407,11 @@ msgstr "" "이익잉여금은 사업체에서 유보하고 있는 수익의 일부를 의미합니다. Odoo는 당해 수익 금액을 실시간으로 계산하고 있기 때문에 회계연도 " "마감 전표나 이월 작업을 할 필요가 없습니다. 손익 잔액은 재무상태표 보고서에 자동으로 계산됩니다." -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "신탁" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -417,11 +420,11 @@ msgstr "" ":guilabel:`회계 법인` 모드를 사용하도록 설정하려면 :menuselection:`회계 --> 환경 설정 --> 설정 --> 회계" " 법인 모드` 로 이동하세요. 사용하도록 설정하면," -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "모든 문서에서 문서 순서를 편집할 수 있게 되었습니다;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -429,14 +432,14 @@ msgstr "" ":guilabel:`합계 (세금 포함)` 필드를 통해 계정 및 세금 내역을 알맞게 생성하여 자동화함으로써 인코딩 속도를 높이고 제어할 수" " 있게 됩니다;" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" "거래 인코딩을 할 때 :guilabel:`청구서 날짜` 및 :guilabel:`업체 청구서 날짜` 가 미리 입력되어 있습니다." -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -657,10 +660,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -3017,6 +3022,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "세금" @@ -4525,7 +4531,7 @@ msgid "" msgstr "Odoo에서 생성하는 모든 PDF에는 통합 **Factur-X** XML 파일이 포함되어 있습니다." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -6553,9 +6559,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" -":ref:`기타 재고 가치 평가 방법 `" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 msgid "" @@ -7166,11 +7171,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" -":ref:`영미식 대 대륙식 (Anglo-Saxon vs. Continental) " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 msgid "" @@ -7562,6 +7565,7 @@ msgstr "10달러를 되돌려 놓습니다." #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "계정과목표" @@ -7592,11 +7596,11 @@ msgstr "드롭다운 토글 버튼" msgid "Group the accounts by type in Odoo Accounting" msgstr "Odoo 회계에서 유형별로 계정 그룹 만들기" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "계정 설정하기" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -7609,7 +7613,7 @@ msgstr "" "<../../fiscal_localizations>`가 결정됩니다. 이 패키지에는 해당 국가의 규정에 따라 이미 표준 계정과목표가 " "설정되어 있습니다. 즉시 사용하거나 회사에서 필요에 따라 설정할 수 있습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " @@ -7618,91 +7622,91 @@ msgstr "" "새로 계정을 만들려면 :menuselection:`회계 --> 환경 설정 --> 계정과목표`로 이동하여 :guilabel:`만들기`를 " "클릭하고 필수 필드 (:guilabel:`코드, 계정명, 유형`)를 (최소) 입력합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "일단 전표가 발행된 후에는 회사의 **재정 현지화** 내용을 수정할 수 없습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "코드 및 이름" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "각 계정은 :guilabel:`코드`와 :guilabel:`이름`으로 식별할 수 있으며, 계정의 용도를 나타냅니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "유형" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "다양한 용도로 사용하게 되므로 **계정 유형**을 올바르게 설정하는 것이 중요합니다:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "계정의 목적 및 작동과 관련된 정보" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "국가별 법률 및 재무 보고서 생성" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "회계 연도 마감 규칙 설정" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "개시 기입 항목 생성" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "계정 유형을 설정하려면, :guilabel:`유형` 필드에서 드롭다운 메뉴를 열고 다음 목록에 해당하는 유형을 선택합니다:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "보고서" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "카테고리" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "계정 유형" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "재무상태표" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "자산" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "미수금" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "은행 및 현금" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -7710,92 +7714,92 @@ msgstr "은행 및 현금" msgid "Current Assets" msgstr "유동자산" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "비유동자산" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "선급금" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "고정자산" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "부채" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "미지급금" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "신용카드" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "유동부채" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "비유동부채" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "자기 자본" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "당기순이익" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "이익 & 손실" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "수익" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "기타 소득" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "경비" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "감가상각" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "매출원가" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "기타" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "부외금융" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " @@ -7804,15 +7808,15 @@ msgstr "" "일부 **계정 유형**에서는 :ref:`자산 ` 항목을 **자동으로** 생성할 수 있습니다. " "**자동으로** 입력되게 하려면 계정 내역에서 :guilabel:`보기`를 클릭하고 :guilabel:`자동화` 탭으로 이동합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr ":guilabel:`자동화` 탭에는 세 가지의 선택 사항이 있습니다:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`아니오`: 기본값입니다. 특별한 내용이 없습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -7821,7 +7825,7 @@ msgstr "" ":guilabel:`초안으로 작성`: 계정에 거래가 발행될 때마다 초안 항목이 생성되지만 승인되지는 않습니다. 먼저 해당 양식을 작성해야" " 합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -7830,23 +7834,23 @@ msgstr "" ":guilabel:`생성 및 승인`: 반드시 :guilabel:`이연 비용 모델`도 선택해야 합니다. 계정에 거래가 발행될 때마다 항목이" " 생성되고 즉시 승인됩니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "기본 세금" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" "계정의 :guilabel:`보기` 메뉴에서 해당 계정이 품목 판매 또는 구매를 할 경우 선택될 때 적용할 **기본 세금**을 선택합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "태그" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -7855,11 +7859,11 @@ msgstr "" "일부 회계 보고서는 관련 계정에 **태그**를 설정해야 합니다. 태그를 추가하려면, :guilabel:`보기`에서 " ":guilabel:`태그` 필드를 클릭하고 기존 태그를 선택하거나 :guilabel:`만들기`를 클릭합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "계정 그룹" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7873,11 +7877,11 @@ msgstr "" "됩니다. 계정에 특정 그룹을 속성으로 지정하려면 :guilabel:`보기` 아래에 있는 :guilabel:`그룹` 필드에 특정 그룹을 " "지정할 수 있습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "직접 계정 그룹 만들기" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7885,7 +7889,7 @@ msgstr "" "일반 사용자의 경우에는 계정 그룹을 직접 만들 필요가 없습니다. 거의 드문 경우로 전문적인 사용 사례인 경우에만 다음 섹션을 참고하시기 " "바랍니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7903,7 +7907,7 @@ msgstr "" msgid "Account groups creation." msgstr "계정 그룹을 생성합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7916,17 +7920,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Odoo 회계의 시산표 계정 그룹" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "조정 허용" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "일부 계정은 결제 방법과 관련된 거래를 기록하기 위해 만들어진 계정으로 전표를 조정하는 데 사용할 수 있습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7936,7 +7940,7 @@ msgstr "" "예를 들어, 청구서를 신용카드로 결제한 경우 결제 내용이 조정되면 :guilabel:`결제 완료`로 표시될 수 있습니다. 따라서 신용카드" " 결제를 기록하는 데 사용되는 계정은 **조정 허용**으로 설정해야 합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7949,11 +7953,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "Odoo 회계에서 계정 조정 허용하기" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "감가상각 완료" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7963,23 +7967,23 @@ msgstr "" "거래가 기록된 후에는 계정을 삭제할 수 없습니다. **사용 종료** 기능을 사용하여 해당 항목을 사용할 수 없도록 만들 수 있습니다. " "계정 설정에서 :guilabel:`사용 종료` 확인란에 표시한 후 :guilabel:`저장`을 클릭하세요." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -7987,7 +7991,7 @@ msgstr "" "`Odoo 튜토리얼: 계정과목표 `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8349,7 +8353,7 @@ msgid "Total to pay" msgstr "전체 결제 금액" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "은행 조정" @@ -8897,11 +8901,11 @@ msgstr "" "`Odoo 튜토리얼: 은행 조정 `_" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "청구서 또는 업체 청구서에서 결제 등록하기" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -8917,7 +8921,7 @@ msgstr "" " 반영됩니다. 이때, 고객 청구서 또는 공급업체 청구서는 :guilabel:`결제 중` 으로 표시됩니다. 그런 다음 미납 계정이 은행 " "명세서 내역과 조정되면 청구서 또는 공급업체 청구서가 :guilabel:`결제 완료` 상태로 변경됩니다." -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -8930,19 +8934,19 @@ msgstr "" msgid "See detailed information of a payment." msgstr "결제와 관련된 세부 정보를 확인해 보세요." -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "고객 청구서 또는 공급업체 청구서 상태가 반드시 :guilabel:`발행 완료` 인 경우에만 결제를 등록할 수 있습니다." -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "결제 조정을 취소하면, 장부에 계속 표시되지만 청구서에는 더 이상 연결되지 않습니다." -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -8950,7 +8954,7 @@ msgid "" msgstr "" "다른 통화로 결제 내역을 조정 (조정 취소)하는 경우에는, 환차 손익 (환입) 금액을 전기하기 위해 전표가 자동으로 생성됩니다." -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -8959,7 +8963,7 @@ msgstr "" "현금 기준으로 세금이 포함되도록 결제와 청구서를 조정 (조정 취소)하는 경우에는, 현금 기준 세금 (환입) 금액을 전기하기 위해 전표가 " "자동으로 생성됩니다." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8969,11 +8973,11 @@ msgstr "" "주 은행계좌가 :ref:`미납 계좌 ` 로 설정되어 있고, Odoo에서 결제가 등록된 " "경우 (관련 은행 명세서를 거치지 않은 경우), 청구서 및 업체 청구서는 :guilabel:`결제 완료` 로 즉시 등록됩니다." -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "청구서나 업체 청구서에 연결되지 않은 결제 등록하기" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8984,11 +8988,11 @@ msgstr "" ":menuselection:`고객/공급업체 --> 결제` 메뉴를 통해 새로 결제를 등록하는 경우에는 청구서나 업체 청구서에 직접 연결되지" " 않습니다. 대신, 미수금 계정이나 미지급금 계정이 관련 청구서 또는 업체 청구서와 수기로 일치될 때까지 **미납 계정**과 일치됩니다." -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "청구서 및 업체 청구서를 결제와 일치시키기" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -9003,17 +9007,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "청구서나 업체 청구서를 결제와 조정하는 추가 옵션 항목을 표시합니다." -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "이제 청구서나 업체 청구서는 해당하는 은행 명세서와 조정될 때까지 :guilabel:`결제 중` 으로 표시됩니다." -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "일괄 결제" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -9030,19 +9034,19 @@ msgstr "" "--> 공급업체 --> 일괄 결제` 로 이동하세요. 결제 목록 보기에서 :menuselection:`작업 --> 일괄 결제 생성` 을 " "클릭하여 여러 개의 결제를 선택하고 일괄 그룹화할 수 있습니다." -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "결제 일치시키기" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -9061,7 +9065,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "드롭다운 메뉴에서 결제 일치 메뉴를 클릭합니다." -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -9070,11 +9074,11 @@ msgstr "" ":doc:`조정 ` 진행 중에 차변과 대변의 합이 일치하지 않으면 남은 잔액이 있는 것입니다. 이는" " 나중에 조정하거나 직접 상각해야 합니다." -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "일괄 결제 일치시키기" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -9092,11 +9096,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "일괄 결제 조정 옵션" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "부분 결제 등록하기" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -9117,11 +9121,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "청구서 또는 업체 청구서 일부 결제 등록하기" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "결제를 은행 명세서와 조정하기" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -10427,6 +10431,7 @@ msgid "Compatible check stationery for printing checks" msgstr "수표를 인쇄하기에 적합한 수표 용지" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "미국" @@ -10919,11 +10924,11 @@ msgid "" " of your organisation as at a particular date." msgstr "**재무상태표**에는 특정한 날짜를 기준으로 조직이 보유하고는 자산, 부채 및 자본 현황이 표시됩니다." -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "손익계산서" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -10931,41 +10936,41 @@ msgid "" msgstr "" "**손익계산서** (또는 **이익계산서**)에는 조직의 순이익이 표시되며, 이는 보고 기간 동안 수익에서 비용을 차감한 값입니다. " -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "경영 요약 보고서" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "**경영 요약 보고서**로 회사를 경영하기 위한 중요 수치 전체를 빠르게 살펴볼 수 있습니다." -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "이 섹션의 각 항목이 보고하는 내용을 아주 기본적인 용어로 설명하면 다음과 같습니다:" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**실적:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**매출총이익률:**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "비즈니스에서 발생한 개별 판매 건에서 판매를 하기 위해 필요한 직접비 (인건비, 자재 등)를 뺀 금액입니다." -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**순이익률:**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -10975,45 +10980,45 @@ msgstr "" "비즈니스에서 발생한 개별 판매건에서 판매를 하기 위해 필요한 직접비와 회사가 보유하고 있는 고정 간접비 (판매로 인해 납부해야 하는 " "임대료, 전기, 세금 등)를 뺀 금액입니다." -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**투자수익률 (연간):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "회사에서 수익을 창출하기 위한 자산 금액 대비 순이익의 비율입니다." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**포지션:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**평균 채무 일수:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "전체 고객 청구서에서 고객이 대금을 (전액) 지불하는 데 걸리는 평균 일수입니다." -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**평균 채권 일수:**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "전체 공급업체 청구서에서 공급업체에 대금을 (전액) 지불하는 데 걸리는 평균 일수입니다." -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**단기 현금 예측:**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -11022,11 +11027,11 @@ msgstr "" "해당하는 월의 **판매 계정** 잔액에서 해당 월의 **구매 계정** 잔액을 뺀 금액으로, 조직에 다음 달에 유입 또는 유출될 것으로 " "예상하는 현금 금액입니다." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**유동 자산 대비 유동 부채:**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -11036,11 +11041,11 @@ msgstr "" "**유동비율**이라고도 하며, 유동자산 (1년 이내에 현금으로 전환할 수 있는 자산)과 유동부채 (다음 해에 만기가 도래하는 부채)의 " "비율입니다. 일반적으로 회사의 부채 상환 능력을 측정하는 지표로 사용합니다." -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "총계정원장" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -11052,11 +11057,11 @@ msgstr "" "표시되며 여기에서 자세한 거래 보고서 또는 예외 사항을 볼 수 있습니다. 이 보고서는 특정 기간 동안 발생한 모든 거래를 확인하는 데 " "유용합니다." -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "장기 미지급금" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " @@ -11065,21 +11070,21 @@ msgstr "" "**장기 미지급금 상세 내역** 보고서를 실행하면 지불해야 할 개별 청구서, 대변전표 및 초과 지급액에 대한 정보와 연체 중인 기간을 " "표시됩니다." -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "장기 미수금" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "**장기 미수금** 보고서에는 선택한 달과 이전 몇 달 동안 지급 대기 중인 판매 청구서가 표시됩니다." -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "현금흐름표" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -11088,12 +11093,12 @@ msgstr "" "**현금흐름표**는 대차대조표 계정과 수입의 변화가 현금 및 현금 등가물에 미치는 영향을 미치는지 보여주고, 운영, 투자, 재무 활동으로" " 세분화하여 분석합니다." -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "세금신고서" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -14417,6 +14422,9 @@ msgid "" "supported with every United Nations charted country, including inter-border " "transactions." msgstr "" +"Avalara의 *AvaTax* 는 클라우드 기반의 세금 관리 소프트웨어입니다. *AvaTax* 를 Odoo와 통합하면 사용자가 " +"Odoo에서 판매, 구매 및 청구서를 발행할 때 실시간으로 지역에 맞추어 세금 계산을 할 수 있습니다. *AvaTax* 세금 계산은 국경" +" 간 거래를 포함하여 UN 가입국에서 모두 지원됩니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:13 msgid "" @@ -14467,6 +14475,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " " 환경 설정 --> 설정` 섹션으로 이동합니다. :guilabel:`세금` 섹션의 " +":guilabel:`AvaTax` 필드에서 *AvaTax* 에 대한 환경 설정을 하고 자격 증명을 입력합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:224 msgid "" @@ -15120,6 +15130,9 @@ msgid "" ":guilabel:`API KEY` are correct, and a connection is made between Odoo and " "the *AvaTax* application programming interface (API)." msgstr "" +"Odoo의 *AvaTax* 설정에 위의 정보를 모두 입력한 후 :guilabel:`연결 테스트` 를 클릭합니다. 이렇게 하면 " +":guilabel:`API ID` 및 :guilabel:`API 키`가 정확한지 확인할 수 있으며 Odoo와 *AvaTax* 애플리케이션" +" 프로그래밍 인터페이스 (API) 사이에 연결이 이루어지게 됩니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:331 msgid "Sync parameters" @@ -15232,6 +15245,9 @@ msgid "" ":guilabel:`Fiscal Positions` navigate to :menuselection:`Accounting app --> " "Configuration --> Accounting: Fiscal Positions`." msgstr "" +"또한 재정 위치에 대한 :guilabel:`자동 세금 매핑 (AvaTax)` 에 :guilabel:`세금 매핑` 탭과 " +":guilabel:`계정 매핑` 탭이 있으며 여기에서 품목에 대한 매핑도 환경 설정할 수 있습니다. :guilabel:`재정 위치` 에 " +"액세스하려면 :menuselection:`회계 앱 --> 환경 설정 --> 회계: 재정 위치` 로 이동합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:396 msgid "Product category mapping" @@ -15618,6 +15634,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1019 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:85 #: ../../content/applications/finance/fiscal_localizations/spain.rst:42 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:272 msgid "Reports" msgstr "보고서" @@ -15937,6 +15954,9 @@ msgid "" "AvaTax. This field is located under the :menuselection:`Other info` tab of " "the sales order or quotation in the :guilabel:`Sales` section." msgstr "" +":guilabel:`Avalara 파트너 코드` 필드를 사용하여 Odoo 및 AvaTax에 있는 고객 기록, 견적서, 청구서에 있는 " +"데이터를 상호 참조합니다. 이 필드는 :guilabel:`판매` 섹션에 있는 판매주문서 또는 견적서의 :menuselection:`기타 " +"정보` 탭 아래에 있습니다." #: ../../content/applications/finance/accounting/taxes/avatax/avatax_use.rst:56 msgid "" @@ -16018,6 +16038,8 @@ msgid "" "and set the :guilabel:`Price` to either a positive or negative value. To " "recalculate the taxes, click :guilabel:`Compute Taxes`." msgstr "" +"고객 청구서에서 :guilabel:`줄 추가` 를 클릭하여 소중한 고객에게 고정 가격 할인을 추가합니다. 품목 할인을 추가하고 " +":guilabel:`가격` 을 양수 또는 음수 값으로 설정합니다. 세금을 다시 계산하려면 :guilabel:`세금 계산` 을 클릭합니다." #: ../../content/applications/finance/accounting/taxes/avatax/avatax_use.rst:104 msgid "" @@ -19680,8 +19702,8 @@ msgid "Ukraine - Accounting" msgstr "우크라이나 - 회계" #: ../../content/applications/finance/fiscal_localizations.rst:124 -msgid "United States - Accounting" -msgstr "미국 - 회계" +msgid ":doc:`United States - Accounting `" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -19739,6 +19761,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "모듈 설치" @@ -21674,6 +21697,8 @@ msgid "" "a third party that will then sell the same product. This journal will not be" " synced with AFIP as the invoice will not be electronic." msgstr "" +"제 3자에게 품목을 판매한 후 동일한 품목을 판매할 때 청구서를 등록하기 위해서는 판매 전표가 있어야 합니다. 전자 청구서가 아닌 " +"경우에는 전표가 AFIP와 동기화되지 않습니다." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:999 msgid "" @@ -21841,7 +21866,7 @@ msgid "" ":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" " module." msgstr "" -"회계 :guilabel:`재정 현지화` 패키지를 :guilabel:`호주`로 설정한 경우 기본 설치됩니다. 이 모듈은 또한 " +"회계에서 :guilabel:`회계 현지화` 패키지를 :guilabel:`호주`로 설정한 경우 기본 설치됩니다. 이 모듈은 또한 " ":guilabel:`ABA 계좌 이체` 및 :guilabel:`송금 통지 보고서` 모듈을 설치합니다." #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 @@ -21928,6 +21953,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -22086,6 +22112,7 @@ msgstr "GST 구매" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -22465,9 +22492,9 @@ msgid "" "this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" " Annual Reports (TPAR)`." msgstr "" -"Odoo를 통해 기업은 회계연도 동안 계약자 또는 하도급자에게 지불한 대금을 보고할 수 있습니다. 이는 :abbr:`TPAR (과세 대상" -" 연례 보고서)`을 생성하여 진행됩니다. 비즈니스에 해당 보고서가 필요한지 확실하지 않은 경우 ATO에서 제공한 다음의 문서를 참조하세요" -" `__ 이 보고서는 " ":menuselection:`회계 --> 보고 --> 과세 대상 연례 보고서(TPAR)`에서 찾을 수 있습니다." @@ -22499,7 +22526,7 @@ msgid "" "The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " "Withheld** from their **TPAR** subcontractors." msgstr "" -"보고서에는 **TPAR** 하도급업체의 **ABN**, **총 GST**, **총 지급액** 및 **원천징수 세금** 항목이 있습니다." +"보고서에는 **TPAR** 협력업체의 **ABN**, **총 GST**, **총 지급액** 및 **원천징수 세금** 항목이 있습니다." #: ../../content/applications/finance/fiscal_localizations/australia.rst:344 msgid "**Total GST**: the total tax paid" @@ -22893,6 +22920,7 @@ msgstr "`Stripe 단말기 `_" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "급여" @@ -24875,6 +24903,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "현금 할인" @@ -24895,6 +24924,7 @@ msgstr "" "세액을 올바르게 적용하여 부가가치세 신고서에 정확하게 신고하려면 세금 감면을 :guilabel:`항상 (청구 당시)`로 설정합니다." #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" @@ -26219,6 +26249,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "대변전표" @@ -28037,6 +28068,8 @@ msgid "" "obligations require a document to be sent to the :abbr:`SII (Servicio de " "Impuestos Internos)` as proof of purchase." msgstr "" +"전자 매입 청구서는 공급업체에서 매입과 관련된 전자 공급업체 청구서를 신속하게 처리할 의무가 없는 경우에 유용합니다. 다만 의무적으로 " +"구매 증빙 서류를 :abbr:`SII (Servicio de Impuestos Internos)` 에 전송해야 합니다.." #: ../../content/applications/finance/fiscal_localizations/chile.rst:766 msgid "" @@ -29094,7 +29127,7 @@ msgstr "콜롬비아 현지화용 POS 영수증이 포함되어 있습니다." msgid "" "When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," " Odoo automatically installs certain modules." -msgstr "`콜롬비아`를 회사의 :guilabel:`재정 현지화` 항목으로 선택하면 Odoo에서는 자동으로 특정 모듈을 설치합니다." +msgstr "`콜롬비아`를 회사의 :guilabel:`회계 현지화` 항목으로 선택하면 Odoo에서는 자동으로 특정 모듈을 설치합니다." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 msgid "Company configuration" @@ -32465,7 +32498,7 @@ msgid "2-digits comparison" msgstr "2자리 비교" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "서식" @@ -34375,6 +34408,9 @@ msgid "" "sure you want to proceed?`. Click :guilabel:`Ok` to create the journal " "entries." msgstr "" +"다음으로, :guilabel:`초안 항목 만들기` 를 클릭하여 각 급여명세서의 :guilabel:`기타 정보` 탭에서 미결 전표를 " +"생성합니다.:guilabel:`계속 진행할까요?` 라고 묻는 :guilabel:`확인` 팝업 창이 나타납니다. 전표 항목을 생성하려면 " +":guilabel:`확인` 을 클릭합니다." #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:238 msgid "Individual payslips" @@ -34557,6 +34593,9 @@ msgid "" "the :guilabel:`Other Inputs` section to set a different notice period " "duration." msgstr "" +":guilabel:`통지 기간 (월)`: :guilabel:`CAP57: 해고 예고 수당` 급여 구조에만 적용됩니다. 기본적으로 최종 " +"지급액은 1개월로 설정되어 있습니다. 통지 기간을 다르게 설정하려면 :guilabel:`기타 입력` 섹션 아래의 " +":guilabel:`개수` 필드를 사용합니다." #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:304 msgid "" @@ -34592,6 +34631,9 @@ msgid "" ":doc:`create a payment <../accounting/payments>` in the *Accounting* app, " "and reconcile accordingly." msgstr "" +"일괄 지급 (:menuselection:`급여 앱 --> 급여명세서 --> 일괄`)의 경우 일괄 항목에 대해 미결 전표가 모두 확인되면 " +":guilabel:`결제 완료로 표시` 를 클릭하여 결제 전표를 발행합니다. 그런 다음 *회계* 앱에서 :doc:`결제 항목 만들기 " +"<../accounting/payments>` 후 이에 따라 조정합니다." #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:323 msgid "Attendances and hourly wage" @@ -35678,7 +35720,21 @@ msgstr "" ":guilabel:`GSTR-1 보고서`를 클릭하면 **GST 포털**에 업로드하기 전에 :ref:`GSTR-1 " "` 보고서를 확인할 수 있습니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -35691,7 +35747,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "GSTR-1 전송 상태" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -35705,7 +35761,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "GSTR-1 대기 상태" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -35715,7 +35771,7 @@ msgstr "" "다시 한 번, 몇 초 후에 상태가 :guilabel:`전송 완료` 또는 :guilabel:`청구서 오류`로 변경됩니다. " ":guilabel:`청구서 오류` 상태는 **GST 포털** 검증용으로 청구서가 정확하게 작성되지 않았다는 의미입니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -35727,7 +35783,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "GSTR-1 전송 완료" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -35745,7 +35801,7 @@ msgstr "청구서의 GSTR-1 오류" msgid "GSTR-1 Error in Invoice Log" msgstr "청구서 로그의 GSTR-1 오류" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -35758,11 +35814,11 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "GSTR-1 제출 완료 상태" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "GSTR-2B 수신" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" @@ -35770,7 +35826,7 @@ msgstr "" "**GST 포털**에서 **GSTR-2B 보고서**를 검색할 수 있습니다. 그러면 **GSTR-2B** 보고서와 Odoo 청구서가 " "자동으로 조정됩니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -35786,7 +35842,7 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "GSTR-2B 수신 대기" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " @@ -35795,13 +35851,13 @@ msgstr "" "다시 한 번, 몇 초 후에 **GSTR-2B**의 상태가 :guilabel:`처리 중`으로 변경됩니다. Odoo에서 Odoo 청구서와 " "**GSTR-2B** 보고서를 조정하고 있다는 의미입니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "완료되면 **GSTR-2B** 보고서 상태가 :guilabel:`일치` 또는 :guilabel:`부분 일치`로 변경됩니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "상태가 :guilabel:`일치`인 경우:" @@ -35809,7 +35865,7 @@ msgstr "상태가 :guilabel:`일치`인 경우:" msgid "GSTR-2B Matched" msgstr "GSTR-2B 일치" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -35826,12 +35882,12 @@ msgstr "GSTR-2B 부분 일치" msgid "GSTR-2B Reconciled Bills" msgstr "GSTR-2B 조정 청구서" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "GSTR-3 신고서" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " @@ -35840,7 +35896,7 @@ msgstr "" ":ref:`GSTR-3 ` 보고서는 **판매** 및 **매입**과 관련된 월간 요약 보고서입니다. " "**GSTR-1** 및 **GSTR-2**에서 정보를 추출하여 자동 생성합니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" @@ -35849,7 +35905,7 @@ msgstr "" ":guilabel:`GSTR-3 보고서`를 클릭하면 **GSTR-3** 보고서를 **GST 포털**에 있는 **GSTR-3** 보고서와 " "비교하여 일치 여부를 확인할 수 있습니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -35862,7 +35918,7 @@ msgstr "" msgid "GSTR-3" msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -35875,7 +35931,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "GSTR-3 항목 발행" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "발행이 완료되면 **GSTR-3** 신고서 상태가 :guilabel:`제출 완료`로 변경됩니다." @@ -35884,15 +35940,15 @@ msgstr "발행이 완료되면 **GSTR-3** 신고서 상태가 :guilabel:`제출 msgid "GSTR-3 Filed" msgstr "GSTR-3 제출" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "세금 신고서" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "GSTR-1 보고서" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -35907,23 +35963,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "GSTR-1 보고서" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr ":guilabel:`GSTR-3` 보고서에는 다양한 영역이 있습니다." -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "**매입자 납부**가 적용되는 내외부 공급에 대한 세부 내역" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr ":abbr:`ITC (소득세 공제)` 자격" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "**면세**, **영세율** 및 **GST 면제** 내부 적용 값" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "**미등록**자에게 주 사이에 적용되는 세부 정보" @@ -37548,231 +37604,650 @@ msgstr "케냐" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" -msgstr "다음 모듈을 :ref:`설치 `하면 케냐 현지화 기능을 모두 사용할 수 있습니다." +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" -msgstr ":guilabel:`케냐 - 회계`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "`l10n_ke`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "이 모듈을 설치하면 현지 GAAP에서 사용하는 계정 목록과 일반 세금 (부가가치세 등) 목록에 액세스할 수 있습니다." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr ":guilabel:`케냐 - 회계 보고서`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" -msgstr "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." -msgstr "이 모듈을 설치하면 손익계산서 및 재무상태표와 같은 케냐 회계 보고서를 우수한 품질로 사용할 수 있습니다." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 -msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 +msgid "" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" -"또한 Tremol G03 제어 장치를 사용하여 **케냐 국세청 (KRA)**에 세금을 신고하기 위해서는 **케냐 Tremol 장치 EDI" -" 통합** 패키지를 설치해야 합니다." #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr ":guilabel:`케냐 Tremol 디바이스 EDI 통합`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" -msgstr "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -"이 모듈을 설치하면 케냐 G03 Tremol 제어 장치 장치와 통합되어 TIMS를 통해 KRA에 세금 신고를 할 수 있습니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" -msgstr "Odoo의 케냐 재정 현지화 패키지용 세 가지 모듈" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" -msgstr "케냐 TIMS 통합" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -"케냐 국세청 (KRA)은 **세금계산서 관리 시스템 (TIMS: Tax Invoice Management System)**을 통해 세금 " -"징수를 디지털화하고 있습니다. 2022년 12월 1일부터 모든 부가가치세 등록 사업자는 TIMS를 준수해야 합니다. 표준화, 검증, " -"실시간 또는 이에 가깝게 KRA에 청구서를 전송함으로써 부가치세 관련 사기 건수를 줄이고 세수를 늘리며 부가가치세 준수율을 높이는 것을 " -"목표로 합니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" -"부가가치세 등록 납세자는 누구나 **규정에 맞는 세금 등록**을 해야 합니다. Odoo에서는 USB를 통해 로컬에서 실행할 수 있는 " -"**Tremol G03 제어 장치 (C타입)**의 통합 개발하기로 했습니다. 이 장치는 청구서를 검증하여 회계 문서가 새로운 규정에 " -"부합하는지 확인하고 검증된 세금계산서를 KRA에 직접 전송합니다. 사용자와 인터넷 간의 게이트웨이를 제공하는 프록시 서버 설치를 설치해야" -" 합니다." #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" -msgstr "Windows 장치에 프록시 서버 설치하기" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" -"`odoo.com/download `_ 에서 필수 정보를 입력한 후 " -":guilabel:`다운로드`를 클릭합니다." #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" -msgstr "Windows 장치에 프록시 서버 설치하기" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 -msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +msgid "List of fetched OSCU codes." msgstr "" -"컴퓨터에 로딩이 되면 마법사가 열립니다. 계약 조건을 읽어본 후 동의해야 합니다. 다음 페이지에서 :guilabel:`설치 유형: " -"Odoo IoT`를 선택합니다. 그 후, :guilabel:`다음` 및 :guilabel:`설치`를 클릭합니다. 완료되면 " -":guilabel:`다음`를 클릭합니다. :guilabel:`Odoo 시작하기` 확인란에 표시하면 자동으로 Odoo로 리디렉션되며, " -":guilabel:`종료`를 클릭합니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 -msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" msgstr "" -"새 페이지가 열리면 :doc:`IoT 박스 <../../general/iot/config/connect>` 가 실행 중임을 확인합니다. " -"USB를 통해 실제 **Tremol G03 제어 장치 (유형 C)** 디바이스를 노트북에 연결합니다. :guilabel:`IoT 장치` " -"섹션에서 Tremol G03 제어 장치 (C 유형)가 나타나는지 확인하여 장치와 컴퓨터가 연결되어 있는지 여부를 확인합니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "IoT 박스가 실행 중입니다" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "장치가 감지되지 않을 경우 다시 전원을 연결하거나 오른쪽 상단에 있는 :guilabel:`재시작` 버튼을 클릭합니다." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" -msgstr ":doc:`IoT 박스를 데이터베이스에 연결하기 <../../general/iot/config/connect>`" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" -msgstr "Tremol G03 제어 장치를 사용하여 KRA에 데이터 전송하기" +msgid "Notices" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -"진행하기 전에 먼저, :ref:`케냐 회계 모듈 `이 데이터베이스에 설치되어" -" 있는지 확인합니다. 그런 다음 :menuselection:`계정 --> 환경 설정 --> 설정 --> 케냐 TIMS 통합 섹션`으로 " -"이동하여 :guilabel:`제어 장치 프록시 주소`가 IoT 박스 주소와 일치하는지 확인합니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -"KRA에 데이터를 전송하려면 :menuselection:`회계 현황판 --> 고객 청구서 카드`로 이동하여 :guilabel:`새 " -"청구서`를 클릭하여 새로운 청구서를 생성합니다. 새 청구서가 확인되면 :guilabel:`회계 장치로 청구서 보내기` 버튼이 나타납니다." -" 이를 클릭하면 청구서 세부 정보가 장치로 전송되고 장치에서 정부로 전송됩니다. :guilabel:`CU 청구서 번호` 항목이 이제 " -"청구서에 입력되어 정보가 전송되었음을 확인합니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -":guilabel:`Tremol G03 Fiscal Device` 탭에는 청구서가 정부에 전송이 완료되면 자동으로 입력 완성이 되는 " -"필드가 포함되어 있습니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." -msgstr ":guilabel:`CU QR 코드`: QR 코드가 있는 KRA 포털 URL입니다." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." -msgstr ":guilabel:`CU 일련 번호`: 장치의 일련 번호입니다." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 -msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." -msgstr ":guilabel:`CU 서명 날짜 및 시간`: 청구서가 KRA로 전송된 날짜와 시간입니다." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 -msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -":guilabel:`전송 및 인쇄`를 클릭하면 청구서가 pdf 파일로 생성됩니다. :guilabel:`케냐 회계 장치 정보`가 문서에 " -"안내되어 있습니다." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 -msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 +msgid "" +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 +msgid "" +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 +msgid "" +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "청구서 발행" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" -"KRA에서 청구서 정보가 접수되었는지 확인하려면 :guilabel:`CU 청구서 번호`를 `케냐 국세청 웹사이트 " -"`_ 의 :guilabel:`청구서 번호 검사기` 섹션에 입력합니다. " -":guilabel:`승인`을 클릭한 후 청구서 세부 정보를 확인합니다." #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 msgid "Luxembourg" @@ -37998,6 +38473,7 @@ msgid "" msgstr "Odoo에서 문서에 전자 서명을하려면, *전자 서명* 애플리케이션이 설치되어 있는지 확인합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "요구 사항" @@ -38497,6 +38973,9 @@ msgid "" "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" +"개인 키 (CSD) `_ 를 |SAT|로 처리한 후, Odoo에서 청구서 " +"생성을 시작하기 전에 **반드시** 선택한 :ref:`PAC ` 에 직접 등록해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" @@ -38508,7 +38987,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Configuring PAC credentials from the Accounting settings." -msgstr "" +msgstr "계정 설정에서 PAC 자격 증명에 대한 환경 설정을 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" @@ -38547,13 +39026,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Certificate and key upload inputs." -msgstr "" +msgstr "인증서 및 키 업로드 입력" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" " electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" +"|PAC| 중에서 아직 계약된 사항이 없는 상태에서 전자 청구서를 테스트하려는 경우 다음 |SAT| 테스트 인증서를 사용할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" @@ -38573,12 +39053,17 @@ msgid "" "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" +"Odoo의 청구서 발행 프로세스는 |SAT| 전자 청구서 발행 `Annex 20 " +"`_ 4.0 버전을" +" 기준으로 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " ":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" +"Odoo에서 청구서 발행을 시작하려면 반드시 :doc:`표준 청구서 발행 흐름 " +"<../accounting/customer_invoices>` 를 사용하여 고객 청구서를 생성해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" @@ -38586,6 +39071,8 @@ msgid "" ":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" " can be added, for example.)" msgstr "" +"문서가 초안 모드에 있는 동안에는 문서를 변경할 수 있습니다 (예를 들어 고객이 적합한 :guilabel:`결제 수단` 또는 " +":guilabel:`사용량` 을 요구하면 추가할 수 있습니다.)" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" @@ -38593,6 +39080,8 @@ msgid "" "stating: :guilabel:`The invoice will be processed asynchronously by the " "following E-invoicing service: CFDI (4.0)`." msgstr "" +"고객 청구서를 :guilabel:`확인` 하면 다음과 같은 파란색 메시지가 나타납니다: :guilabel:`청구서는 다음 전자 청구서 " +"서비스를 통해 비동기식으로 처리됩니다: CFDI (4.0)`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" @@ -38609,6 +39098,8 @@ msgid "" "If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " "invoice, you can confirm if the XML file is valid in the |SAT|." msgstr "" +"청구서의 :guilabel:`SAT 상태` 필드에 있는 :guilabel:`재시도` 를 클릭하면 |SAT|에서 XML 파일 유효성 여부를" +" 확인할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" @@ -38649,10 +39140,12 @@ msgid "" "Because of this requirement, the field :guilabel:`CFDI Origin` adds this " "relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" +"이 요구 사항으로 인해 :guilabel:`CFDI 원본` 필드에서 이 관계를 `01|` 로 추가하고 그 뒤에 원본 청구서의 회계 " +"명세서를 추가합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example CFDI Origin number." -msgstr "" +msgstr "CFDI 원본 번호 예시" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" @@ -38660,10 +39153,12 @@ msgid "" ":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" +":guilabel:`CFDI 원본` 필드를 자동으로 추가하려면 직접 생성하는 방법 대신 청구서에서 :guilabel:`대변전표 추가` " +"버튼을 사용합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" -msgstr "" +msgstr "결제 보완" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" @@ -38676,16 +39171,19 @@ msgid "" "`_, there may be 2 types of payments:" msgstr "" +"멕시코 현지화에 추가된 내용으로는 :guilabel:`결제 정책` 필드가 있습니다. `SAT 문서에 따르면 " +"`_" +" 결제 유형으로는 두 가지가 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" -msgstr "" +msgstr "`PUE` (Pago en una Sola Exhibición/단일 결제 시스템)" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" -msgstr "" +msgstr "`PPD` (Pago en Parcialidades o Diferido/분할 또는 이연 납부)" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:381 msgid "" @@ -38706,13 +39204,13 @@ msgid "" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" -"|PUE| 청구서를 설정하려면 :menuselection:`회계 --> 고객 --> 청구서` 로 이동하여 같은 달의 청구서 " -":guilabel:`만기일` 을 선택하거나 만기일 변경이 없는 결제 조건 (즉시 결제, 15일, 21일, 모두 이번 달에 해당)을 " -"선택합니다 ." +"|PUE| 청구서에 대한 환경 설정을 하려면 :menuselection:`회계 --> 고객 --> 청구서` 로 이동하여 " +":guilabel:`마감일` 이 같은 달인 청구서를 선택하거나 마감일이 변경되지 않는 결제 조건 (즉시 결제, 15일, 21일, 모두 " +"이번 달에 해당)을 선택합니다 ." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PUE requirements." -msgstr "" +msgstr "PUE 요구 사항이 포함된 청구서 예시" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" @@ -38720,6 +39218,8 @@ msgid "" "managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" +"일부 :guilabel:`결제 조건`은 기본값으로 이미 설치되어 있으며 :menuselection:`회계 --> 환경 설정 --> 결제 " +"조건` 에서 관리할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 msgid "" @@ -38728,10 +39228,13 @@ msgid "" "after the first day of the following month. This also applies if your " ":guilabel:`Payment Term` is due in the following month." msgstr "" +"|PPD| 청구서에 대한 환경 설정을 하려면 :menuselection:`회계 --> 고객 --> 청구서` 로 이동하여 " +":guilabel:`마감일` 이 다음 달 1일 이후 인 청구서를 선택합니다. 이는 귀하의 :guilabel:`결제 조건` 기간이 다음 " +"달에 마감인 경우에도 적용됩니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." -msgstr "" +msgstr "PPD 요구 사항이 포함된 청구서 예시" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:407 msgid "" @@ -38739,6 +39242,8 @@ msgid "" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" +"|PPD| 정책 상에서 청구서가 현재 결제되지 않는다는 것을 의미하므로, |PPD| 청구서에 대한 올바른 :guilabel:`결제 방식`" +" 은 :guilabel:`99 - Por Definir` (지정하기)입니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:412 msgid "Payment flow" @@ -38769,7 +39274,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:425 msgid ":doc:`../accounting/bank/reconciliation`" -msgstr "" +msgstr ":doc:`../accounting/bank/reconciliation`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:427 msgid "" @@ -38779,6 +39284,9 @@ msgid "" "additional requirements are needed to correctly send the document to the " "|SAT|." msgstr "" +"이 프로세스는 PPD 청구서와 동일하지만 :doc:`전자 문서 " +"<../accounting/customer_invoices/electronic_invoicing>` 생성 과정이 추가되어 문서를 " +"|SAT|에 올바르게 보내기 위해 몇 가지 추가 요구 사항이 필요하게 됩니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 msgid "" @@ -38802,6 +39310,10 @@ msgid "" "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" +"정확한 환경 설정은 'SAT의 Anexo 20 " +"'_ 에 있습니다." +" 일반적인 :guilabel:`은행 계좌` 는 이체의 경우 10자리 또는 18자리, 신용 카드 또는 직불 카드의 경우 16자리여야 " +"합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:443 msgid "" @@ -38809,10 +39321,12 @@ msgid "" "Policy` `PPD`, Odoo generates the corresponding payment complement " "automatically, once you click :guilabel:`Process Now`." msgstr "" +"`PPD` :guilabel:`결제 정책` 을 사용하여 서명된 청구서와 관련된 결제의 경우 :guilabel:`지금 처리하기` 를 " +"클릭하면 Odoo에서 결제 보완을 알맞게 자동으로 생성합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." -msgstr "" +msgstr "CFDI(4.0) 전자 청구서 서비스 프로세스로 지금 결제한다는 메시지" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 msgid "" @@ -38820,10 +39334,12 @@ msgid "" "Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" +"MXN으로는 USD 기준으로 된 여러 개의 청구서를 결제할 수 **없습니다**. 대신 청구서에서 :guilabel:`결제 등록` 버튼을 " +"사용하여 여러 개의 결제 항목으로 나누어 결제해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 msgid "Invoice cancellations" -msgstr "" +msgstr "청구서 취소" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:459 msgid "" @@ -38832,18 +39348,21 @@ msgid "" "esquema-de-cancelacion>`_, since January 1st, 2022, there are two " "requirements for this:" msgstr "" +"|SAT|으로 전송된 EDI 문서를 취소할 수 있습니다. `재정 개혁안 2022 " +"`_ 에 " +"따르면 2022년 1월 1일부터 이와 관련된 두 가지 요건이 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:463 msgid "" "With all cancellation requests, you **must** specify a *cancellation " "reason*." -msgstr "" +msgstr "모든 취소 요청에는 **반드시** *취소 사유* 를 명시해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "After 24 hours have passed since the creation of the invoice, the client " "**must** be asked to accept the cancellation." -msgstr "" +msgstr "청구서 생성 후 24시간이 지나면 **반드시** 고객에게 취소 수락을 요청해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 msgid "" @@ -38851,12 +39370,14 @@ msgid "" "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" +"취소 사유에는 4가지가 있습니다. Odoo에서는 *01 관계된 오류가 있는 청구서 전송*, *02 관계 없이 오류가 있는 청구서 전송* " +"사유로 청구서를 취소할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:470 msgid "" "The following sections break down the process of canceling invoices for each" " cancellation reason in Odoo." -msgstr "" +msgstr "다음 섹션에서는 Odoo에서 취소 사유별로 청구서를 취소하는 프로세스를 자세히 설명합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:474 msgid "" @@ -38872,7 +39393,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:480 msgid "01 - invoices sent with errors with a relation" -msgstr "" +msgstr "01 - 관계에 오류가 있는 청구서가 발송됨" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" @@ -38913,6 +39434,8 @@ msgid "" "this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " "field." msgstr "" +"이제 |SAT|에서도 청구서를 취소해야 합니다. |SAT| 상태 필드에서 :guilabel:`재시도` 를 누르면 제대로 취소되었는지 " +"확인할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 msgid "" @@ -38920,6 +39443,8 @@ msgid "" "need to ask the client to accept the cancellation in their “Buzón " "Tributario” directly from the `SAT website `_." msgstr "" +"문서가 생성된 후 24시간이 지난 후에 취소할 경우 `SAT 웹사이트 `_ 의 “세금" +" 메일함”에서 고객이 직접 취소 수락 요청을 해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:503 msgid "" @@ -38962,10 +39487,12 @@ msgid "" " cancellation reason, the |SAT| should automatically detect that the " "cancellation reason is 02." msgstr "" +"이 취소 사유를 적용하면 :guilabel:`대체 기준` 필드가 나타나지 않으므로 |SAT|에서 취소 사유가 02인 것을 자동으로 " +"인식하게 됩니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:528 msgid "Payment cancellations" -msgstr "" +msgstr "결제 취소" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:530 msgid "" @@ -38983,7 +39510,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." -msgstr "" +msgstr "마지막으로 결제 상태가 :guilabel:`취소됨` 으로 이동됩니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:539 msgid "" @@ -38991,20 +39518,22 @@ msgid "" "the relation of the original document, by adding a `04|` plus the fiscal " "folio in the :guilabel:`CFDI Origin` field." msgstr "" +"청구서와 마찬가지로 새 *결제 보완* 을 생성할 때 :guilabel:`CFDI 원본` 필드에 `04|`와 회계 명세서를 추가하여 원본 " +"문서의 관계를 추가할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 msgid "Invoicing special use cases" -msgstr "" +msgstr "청구서 발행 관련 특수 사례" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:546 msgid "CFDI to public" -msgstr "" +msgstr "공개용 CFDI" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." -msgstr "" +msgstr "고객에게 품목이나 서비스를 판매하지만 청구서가 필요없는 경우 *공개용 CFDI* 를 생성해야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 msgid "" @@ -39181,19 +39710,19 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 msgid "The specific address of the receiver and the sender" -msgstr "" +msgstr "수신자와 발신자의 구체적인 주소" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:635 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" -msgstr "" +msgstr "품목 유형을 식별하는 :guilabel:`관세율` 추가" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " "others (*certificate of origin* and *special units of measure*)." -msgstr "" +msgstr "정확한 :guilabel:`인코텀즈` (국제 상거래 조건) (*원산지 증명서* 및 *특수 측정 단위*)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" @@ -39253,7 +39782,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Optional external trade company fields." -msgstr "" +msgstr "선택적인 해외 무역 회사 필드입니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 msgid "" @@ -39314,11 +39843,11 @@ msgstr "" msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." -msgstr "" +msgstr "품목의 :guilabel:`내부 참조` 는 :guilabel:`일반 정보` 탭에 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "The :guilabel:`Weight` of the product must be more than `0`." -msgstr "" +msgstr "품목의 :guilabel:`중량` 은 `0`보다 커야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 msgid "" @@ -39457,7 +39986,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 msgid "Contacts and vehicles" -msgstr "" +msgstr "연락처 및 차량" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 msgid "" @@ -39482,6 +40011,8 @@ msgid "" "Warehouses`. While this is set as the company address by default, you can " "change it according to your correct warehouse address." msgstr "" +"배송 안내에 사용되는 출발지 주소는 :menuselection:`재고 --> 환경 설정 --> 창고 관리 --> 창고` 에서 설정됩니다." +" 기본적으로 회사 주소로 설정되어 있지만, 정확한 창고 주소에 따라 변경할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:802 msgid "" @@ -39633,7 +40164,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:889 msgid "Customs numbers" -msgstr "" +msgstr "통관 번호" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:891 msgid "" @@ -39666,6 +40197,8 @@ msgid "" "related to exporting. Consult your accountant first if this feature is " "needed before doing any modifications." msgstr "" +"이 기능을 외부 거래와 혼동하지 마세요. 세관 번호는 품목 수입과 직접적으로 관련되어 있는 반면, 대외 무역 보완은 수출과 관련되어 " +"있습니다. 이 기능이 필요한 경우 수정하기 전에 먼저 회계 담당자에게 문의하세요." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 msgid "" @@ -39787,14 +40320,16 @@ msgid "" " match the customs number added in the *Landed Costs* record you created " "earlier." msgstr "" +"마지막으로 판매주문서에서 청구서를 생성한 후 확인합니다. 품목과 관련된 청구서 항목에는 세관 번호가 있습니다. 이 번호는 앞서 생성한 " +"*양륙 비용* 레코드에 추가된 세관 번호와 일치하는 번호여야 합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." -msgstr "" +msgstr "확인된 판매주문서 품목의 세관 번호입니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:973 msgid "Electronic accounting" -msgstr "" +msgstr "전자 회계" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:975 msgid "" @@ -39938,10 +40473,12 @@ msgid "" "--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " "month you want to download beforehand." msgstr "" +"이 보고서는 월별로 생성할 수 있으며, :menuselection:`회계 --> 보고 --> 멕시코 --> 시산표` 로 이동하여 " +":guilabel:`SAT (XML)` 버튼을 클릭하면 해당 XML 파일이 생성됩니다. 다운로드할 월을 미리 선택합니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Trial balance report." -msgstr "" +msgstr "시산표 보고서" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1052 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." @@ -39970,6 +40507,8 @@ msgid "" "Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" +"이 작업을 완료한 후 :guilabel:`결산 항목으로 표시` 를 클릭하면 :menuselection:`회계 --> 보고 --> 멕시코 " +"--> 13월 시산표` 에 있는 보고서에 해당 연도의 총 금액과 전표 항목의 모든 추가 금액이 포함됩니다." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1065 msgid "" @@ -40186,7 +40725,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:37 msgid "Install the Peruvian localization modules" -msgstr "" +msgstr "페루 현지화 모듈 설치하기" #: ../../content/applications/finance/fiscal_localizations/peru.rst:39 msgid "" @@ -40194,6 +40733,8 @@ msgid "" " This module has a dependency with *Peru - Accounting*. In case this last " "one is not installed, Odoo installs it automatically within EDI." msgstr "" +"*앱* 으로 이동하여 페루를 검색한 다음 페루 EDI 모듈에서 설치를 클릭합니다. 이 모듈은 *페루 - 회계* 에 종속되어 있습니다. " +"마지막 항목이 설치되지 않은 경우 Odoo가 EDI 내에 자동으로 설치합니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "The \"Module\" filter is set on \"Peru\"" @@ -40233,7 +40774,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 msgid "Chart of Account" -msgstr "" +msgstr "계정과목표" #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "" @@ -40267,7 +40808,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:96 msgid "Basic Concepts" -msgstr "" +msgstr "기본 개념" #: ../../content/applications/finance/fiscal_localizations/peru.rst:98 msgid "Here are some terms that are essential on the Peruvian localization:" @@ -40428,6 +40969,8 @@ msgid "" " you verify all information is correct before sending your document to the " "OSE." msgstr "" +"유효성 검사 오류가 발생하여 문서를 한 번 더 전송해야 하는 경우 추가로 크레딧 하나가 부과됩니다. 따라서 OSE에 문서를 전송하기 전에" +" 모든 정보가 정확한지 반드시 확인하시기 바랍니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst:168 msgid "What do you need to do?" @@ -40446,6 +40989,10 @@ msgid "" "process. For more information, please check `OSE Affiliation guide " "`_." msgstr "" +"Digiflow는 IAP에서 사용되는 OSE이므로 SUNAT 웹사이트에서 회사의 공식 OSE로 등록해야 합니다. 간단한 절차입니다. " +"자세한 내용은 `OSE 제휴 " +"가이드`_" +" 를 참조하세요." #: ../../content/applications/finance/fiscal_localizations/peru.rst:176 msgid "" @@ -40703,7 +41250,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "UNSPC Code on products" -msgstr "" +msgstr "품목의 UNSPC 코드" #: ../../content/applications/finance/fiscal_localizations/peru.rst:363 msgid "Customer invoice" @@ -40711,7 +41258,7 @@ msgstr "고객 청구서" #: ../../content/applications/finance/fiscal_localizations/peru.rst:366 msgid "EDI Elements" -msgstr "" +msgstr "EDI 요소" #: ../../content/applications/finance/fiscal_localizations/peru.rst:368 msgid "" @@ -40730,10 +41277,12 @@ msgid "" "**Document type**: The default value is “Factura Electronica” but you can " "manually change the document type if needed and select Boleta for example." msgstr "" +"**문서 유형**: 기본값은 “전자 청구서” 로 되어 있으나 필요한 경우 문서 유형을 수동으로 변경할 수 있으며 예를 들어 티켓을 선택할" +" 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst:0 msgid "Invoice document type field on invoices" -msgstr "" +msgstr "청구서에 있는 청구서 문서 유형 필드" #: ../../content/applications/finance/fiscal_localizations/peru.rst:380 msgid "" @@ -40742,6 +41291,8 @@ msgid "" "another value can be selected manually when needed, for example Export of " "Goods." msgstr "" +"**작업 유형**: 전자 청구서에 필수인 값이며 거래 유형을 나타냅니다. 기본값은 “내부 판매” 로 되어 있으나 필요한 경우 품목 수출과" +" 같이 다른 값을 수동으로 선택할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst:0 msgid "Invoice operation type field on invoices" @@ -40786,7 +41337,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:411 #: ../../content/applications/finance/fiscal_localizations/peru.rst:505 msgid "Electronic Invoice Status" -msgstr "" +msgstr "전자 청구서 상태" #: ../../content/applications/finance/fiscal_localizations/peru.rst:413 msgid "" @@ -40828,7 +41379,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:438 msgid "Common Errors" -msgstr "" +msgstr "일반적인 오류" #: ../../content/applications/finance/fiscal_localizations/peru.rst:440 msgid "" @@ -40849,6 +41400,8 @@ msgid "" "taxes, you can simply apply the change on the record (example customer " "identification type) and once it is done click on the Retry button." msgstr "" +"파트너, 고객 또는 세금에 대한 마스터 데이터 관련된 오류인 경우에는 간단히 레코드에 변경 사항 (예: 고객 식별 유형)을 적용한 다음 " +"완료되면 재시도 버튼을 클릭합니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst:449 msgid "" @@ -40911,12 +41464,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:489 msgid "Special Use cases" -msgstr "" +msgstr "특수 사용 사례" #: ../../content/applications/finance/fiscal_localizations/peru.rst:492 #: ../../content/applications/finance/fiscal_localizations/peru.rst:528 msgid "Cancellation process" -msgstr "" +msgstr "취소 절차" #: ../../content/applications/finance/fiscal_localizations/peru.rst:494 msgid "" @@ -40925,6 +41478,8 @@ msgid "" "the SUNAT, the correct way to proceed is by clicking on the button Request " "Cancellation:" msgstr "" +"실수로 청구서가 발행된 경우와 같이 청구서를 취소해야 하는 경우가 발생할 수있습니다. SUNAT에 이미 청구서를 전송하여 승인이 완료된 " +"경우에는 취소 요청 버튼을 클릭하여 취소하는 것이 가장 바람직합니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Request invoice cancellation button" @@ -41214,6 +41769,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -41463,7 +42019,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:804 msgid "Generating a GRE" -msgstr "" +msgstr "GRE 생성" #: ../../content/applications/finance/fiscal_localizations/peru.rst:806 msgid "" @@ -41522,6 +42078,8 @@ msgid "" "be done for non-storable products. However, keep in mind that there will be " "no traceability." msgstr "" +"현재 Odoo에서는 품목 접두사 자동화를 지원하지 않습니다. 이 내용은 각 품목을 출고하면서 직접 작업할 수 있습니다. 저장할 수 없는 " +"품목에도 적용할 수 있습니다. 다만 추적이 불가능하다는 점에 유의합니다." #: ../../content/applications/finance/fiscal_localizations/peru.rst:837 msgid "" @@ -41566,7 +42124,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:853 msgid "`400 Client error: Bad Request for URL`" -msgstr "" +msgstr "`400 클라이언트 오류: 잘못된 URL 요청`" #: ../../content/applications/finance/fiscal_localizations/peru.rst:855 msgid "" @@ -41902,11 +42460,11 @@ msgstr "루마니아" msgid "" ":ref:`Install ` the following modules to get all the " "features of the Romanian localization." -msgstr "" +msgstr "다음 모듈을 :ref:`설치 ` 하면 루마니아 현지화 기능을 모두 사용할 수 있습니다." #: ../../content/applications/finance/fiscal_localizations/romania.rst:17 msgid ":guilabel:`Romania - Accounting`" -msgstr "" +msgstr ":guilabel:`루마니아 - 회계`" #: ../../content/applications/finance/fiscal_localizations/romania.rst:18 msgid "`l10n_ro`" @@ -41914,7 +42472,7 @@ msgstr "`l10n_ro`" #: ../../content/applications/finance/fiscal_localizations/romania.rst:20 msgid ":guilabel:`Romanian SAF-T Export`" -msgstr "" +msgstr ":guilabel:`루마니아 SAF-T 내보내기`" #: ../../content/applications/finance/fiscal_localizations/romania.rst:21 msgid "`l10n_ro_saft`" @@ -41922,15 +42480,15 @@ msgstr "`l10n_ro_saft`" #: ../../content/applications/finance/fiscal_localizations/romania.rst:22 msgid "Module to generate the **D.406 declaration** in the SAF-T format." -msgstr "" +msgstr "SAF-T 형식으로 **D.406 신고서** 를 생성하는 모듈" #: ../../content/applications/finance/fiscal_localizations/romania.rst-1 msgid "Modules for the Romanian localization" -msgstr "" +msgstr "루마니아 현지화 모듈" #: ../../content/applications/finance/fiscal_localizations/romania.rst:28 msgid "D.406 declaration" -msgstr "" +msgstr "D.406 신고서" #: ../../content/applications/finance/fiscal_localizations/romania.rst:30 msgid "" @@ -41980,6 +42538,9 @@ msgid "" "`RO18547290`). If the company is **not** registered for VAT in Romania, you " "**must not** fill in the :guilabel:`Tax ID` field." msgstr "" +"회사가 루마니아 부가가치세 **등록** 이 되어 있는 경우에는 `RO` 접두사 (예: `RO18547290`)를 포함하여 " +":guilabel:`세금 ID` 필드 번호를 입력합니다. 회사가 루마니아 부가가치세 등록이 되어 있지 **않은** 경우에는 " +":guilabel:`세금 ID` 필드를 입력해서는 **안 됩니다**." #: ../../content/applications/finance/fiscal_localizations/romania.rst:56 msgid "" @@ -42031,7 +42592,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:82 msgid "Customer and supplier" -msgstr "" +msgstr "고객 및 납품업체" #: ../../content/applications/finance/fiscal_localizations/romania.rst:84 msgid "" @@ -42085,16 +42646,16 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:114 msgid "import / export transactions;" -msgstr "" +msgstr "수입 / 수출 거래;" #: ../../content/applications/finance/fiscal_localizations/romania.rst:115 msgid "" "acquisitions / supplies of food products subjected to reduced VAT rate;" -msgstr "" +msgstr "부가가치세 감면 대상 식품의 취득 / 공급;" #: ../../content/applications/finance/fiscal_localizations/romania.rst:116 msgid "intra-community movements subjected to intrastat reporting;" -msgstr "" +msgstr "통계청 보고 대상인 지역 사회 내 이동;" #: ../../content/applications/finance/fiscal_localizations/romania.rst:117 msgid "" @@ -42134,6 +42695,8 @@ msgid "" "a vendor bill that you issued yourself in the absence of an invoice document" " received from a supplier)." msgstr "" +"공급업체 청구서가 자체 청구서인 경우 (예: 공급업체에서 받은 청구 문서가 없는 경우 직접 발행한 청구서) :guilabel:`기타 " +"정보` 탭에있는 :guilabel:`자체 청구서인가요 (RO)?` 확인란에 반드시 표시해야 합니다. " #: ../../content/applications/finance/fiscal_localizations/romania.rst:137 msgid "Generating the declaration" @@ -42186,7 +42749,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst-1 msgid "The DUKIntegrator validation software." -msgstr "" +msgstr "DUKIntegrator 유효성 검사 소프트웨어" #: ../../content/applications/finance/fiscal_localizations/romania.rst:167 msgid "" @@ -42616,35 +43179,35 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:46 msgid "Balance Sheet;" -msgstr "" +msgstr "재무상태표;" #: ../../content/applications/finance/fiscal_localizations/spain.rst:47 msgid "Profit & Loss;" -msgstr "" +msgstr "손익계산서;" #: ../../content/applications/finance/fiscal_localizations/spain.rst:49 msgid "Tax Report (Modelo 111);" -msgstr "" +msgstr "세금 보고서 (양식 111);" #: ../../content/applications/finance/fiscal_localizations/spain.rst:50 msgid "Tax Report (Modelo 115);" -msgstr "" +msgstr "세금 보고서 (양식 115);" #: ../../content/applications/finance/fiscal_localizations/spain.rst:51 msgid "Tax Report (Modelo 303);" -msgstr "" +msgstr "세금 보고서 (양식 303);" #: ../../content/applications/finance/fiscal_localizations/spain.rst:52 msgid "Tax Report (Modelo 347);" -msgstr "" +msgstr "세금 보고서 (양식 347);" #: ../../content/applications/finance/fiscal_localizations/spain.rst:53 msgid "Tax Report (Modelo 349);" -msgstr "" +msgstr "세금 보고서 (양식 349);" #: ../../content/applications/finance/fiscal_localizations/spain.rst:54 msgid "Tax Report (Modelo 390)." -msgstr "" +msgstr "세금 보고서 (양식 390);" #: ../../content/applications/finance/fiscal_localizations/spain.rst:56 msgid "" @@ -42998,6 +43561,8 @@ msgid "" " and tax group (effective from v10 only). Since the vat report now shows the" " details for old and new rates, you should also set the tags accordingly to" msgstr "" +"**판매세**: 원 지역에서의 세금을 복사한 후 이름, 청구서 라벨, 요율 및 세금 그룹을 변경합니다 (v10부터 유효). 이제 " +"부가가치세 보고서에 이전 세율 및 세 세율에 대한 세부 정보가 표시되므로 그에 따라 태그도 설정해야 합니다." #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:102 msgid "" @@ -43283,6 +43848,9 @@ msgid "" "time or time range on the tax report, and click :guilabel:`VAT-202-01 " "(xlsx)` for purchase tax and :guilabel:`VAT-202-02 (xlsx)` for sales tax." msgstr "" +"판매 및 구매세 신고서를 생성하려면 :menuselection:`회계 --> 보고 --> 세금 신고서` 로 이동합니다. 세금 신고서에서 " +"특정 시간 또는 기간을 선택하고, 구매세는 :guilabel:`VAT-202-01 (xlsx)`, 판매세는 " +":guilabel:`VAT-202-02 (xlsx)` 를 클릭합니다." #: ../../content/applications/finance/fiscal_localizations/thailand.rst-1 msgid "Thai purchase and sales taxes reports" @@ -43337,7 +43905,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/thailand.rst-1 msgid "PND3 and PND53 CSV files" -msgstr "" +msgstr "PND3 및 PND53 CSV 파일" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:81 msgid "" @@ -43352,7 +43920,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:86 msgid "Tax invoice" -msgstr "" +msgstr "세금계산서" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:88 msgid "" @@ -43658,7 +44226,7 @@ msgstr "202001" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:94 msgid "End of Service Provision" -msgstr "" +msgstr "서비스 종료 조항" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:96 msgid "202003" @@ -43813,6 +44381,8 @@ msgid "" ":guilabel:`Number of Days`: used to calculate the :ref:`end of service " "provision `." msgstr "" +":guilabel:`날짜 수`: :ref:`서비스 종료 조항 ` 상의 날짜 계산에 " +"사용합니다." #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:181 msgid "" @@ -43850,7 +44420,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:197 msgid "End of service provision" -msgstr "" +msgstr "서비스 종료 조항" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:199 msgid "" @@ -44027,6 +44597,8 @@ msgid "" "the last three months. Your submission has to be done manually by contacting" " HMRC." msgstr "" +"정기 신고가 3개월 이상 지연된 경우에는 Odoo에서는 최근 3개월의 미결 채권만 검색되기 때문에 Odoo를 통해 제출할 수 없습니다. " +"HMRC에 문의하여 수동으로 신고해야 합니다." #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:87 msgid "Register your company to HMRC before the first submission" @@ -44107,6 +44679,1423 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "근로 계약서" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "일괄 결제 생성" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "일괄 지불 시 모든 항목의 지불 방법은 동일해야 합니다." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "베트남" @@ -44216,7 +46205,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:66 msgid ":ref:`Tokenization `" -msgstr "" +msgstr ":ref:`토큰화 `" #: ../../content/applications/finance/payment_providers.rst:67 msgid ":ref:`Manual capture `" @@ -44476,6 +46465,8 @@ msgid "" "provider form, then, in the :guilabel:`Payment Methods` list, drag and drop " "the payment methods in the desired order." msgstr "" +"결제 수단은 순서대로 웹사이트에 표시됩니다. 순서를 변경하려면 결제대행업체 양식에서 :guilabel:`결제 수단 활성화` 를 클릭한 " +"다음 :guilabel:`결제 수단` 목록에서 원하는 순서대로 결제 수단을 끌어다 놓습니다." #: ../../content/applications/finance/payment_providers.rst:237 msgid "Icons and brands" @@ -44520,7 +46511,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:255 msgid "Advanced configuration" -msgstr "" +msgstr "고급 환경 설정" #: ../../content/applications/finance/payment_providers.rst:257 msgid "" @@ -44543,6 +46534,8 @@ msgid "" "configuration may result in errors and should be tested on a duplicate or " "test database first." msgstr "" +"각 결제 수단은 결제대행업체 관련 동작 및 Odoo와의 통합에 맞추어 사전에 설정이 완료되어 있습니다. 설정을 변경할 경우 오류가 발생할" +" 수 있으므로 먼저 복제 또는 테스트용 데이터베이스에서 테스트해야 합니다." #: ../../content/applications/finance/payment_providers.rst:267 msgid "" @@ -44560,7 +46553,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:276 msgid "Tokenization" -msgstr "" +msgstr "토큰화" #: ../../content/applications/finance/payment_providers.rst:278 msgid "" @@ -44570,6 +46563,9 @@ msgid "" ":guilabel:`Configuration` tab of the selected payment provider and enable " ":guilabel:`Allow Saving Payment Methods`." msgstr "" +":ref:`결제대행업체가 이 기능을 지원하는 경우 ` 고객은 나중에 결제" +" 수단 세부 정보를 저장할 수 있습니다. 이 기능을 활성화하려면 선택한 결제대행업체의 :guilabel:`환경 설정` 탭으로 이동하여 " +":guilabel:`결제 방법 저장 허용` 을 활성화합니다." #: ../../content/applications/finance/payment_providers.rst:283 msgid "" @@ -44601,6 +46597,9 @@ msgid "" ":guilabel:`Configuration` tab of the selected payment provider and enable " ":guilabel:`Capture Amount Manually`." msgstr "" +":ref:`결제대행업체에서 이 기능을 지원하는 경우 ` 하나의 단계 대신" +" 2단계로 결제를 승인 및 캡처할 수 있습니다. 이 기능을 활성화하려면 선택한 결제대행업체의 :guilabel:`환경 설정` 탭으로 " +"이동하여 :guilabel:`수동으로 금액 매입` 을 활성화합니다." #: ../../content/applications/finance/payment_providers.rst:302 msgid "" @@ -45077,7 +47076,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:67 msgid "HMAC key" -msgstr "" +msgstr "HMAC 키" #: ../../content/applications/finance/payment_providers/adyen.rst:69 msgid "" @@ -45086,20 +47085,24 @@ msgid "" ":menuselection:`Developers --> Webhooks --> Add webhook --> Add Standard " "notification`." msgstr "" +":menuselection:`일반 --> 서버 환경 설정 --> URL` 에서 서버 주소를 입력한 후 " +"`/payment/adyen/notification` 을 입력합니다." #: ../../content/applications/finance/payment_providers/adyen.rst-1 msgid "Configure a webhook." -msgstr "" +msgstr "웹훅을 설정합니다." #: ../../content/applications/finance/payment_providers/adyen.rst:77 msgid "" "There, in :menuselection:`General --> Server configuration --> URL`, enter " "your server address followed by `/payment/adyen/notification`." msgstr "" +":menuselection:`일반 --> 서버 환경 설정 --> URL` 에서 서버 주소를 입력한 후 " +"`/payment/adyen/notification` 을 입력합니다." #: ../../content/applications/finance/payment_providers/adyen.rst-1 msgid "Enter the notification URL." -msgstr "" +msgstr "알림용 URL을 입력합니다." #: ../../content/applications/finance/payment_providers/adyen.rst:84 msgid "" @@ -45585,17 +47588,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 -msgid "ACH payments (USA only)" -msgstr "" - #: ../../content/applications/finance/payment_providers/authorize.rst:56 +msgid "ACH payments (USA only)" +msgstr "ACH 결제 (미국만 해당)" + +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -45613,48 +47616,48 @@ msgstr "" " :guilabel:`복사` 를 선택합니다. 두 버전을 구별할 수 있도록 공급자 이름을 변경합니다 (예: `Authorize.net - " "은행`)." -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -45669,46 +47672,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -45722,32 +47725,32 @@ msgstr "" "경우** :guilabel:`보고서 1 변환` 또는 :guilabel:`2` 시트에 있는 이전에 입력된 줄에서 수식을 복사하여 빈 줄에 " "붙여넣습니다. ." -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -45755,25 +47758,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -45783,41 +47786,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -45825,7 +47828,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" @@ -46163,12 +48166,12 @@ msgstr "" #: ../../content/applications/finance/payment_providers/ogone.rst:19 msgid "Create an API user" -msgstr "" +msgstr "API 사용자 만들기" #: ../../content/applications/finance/payment_providers/ogone.rst:21 msgid "" "Log into your Ogone account and head to the :guilabel:`Configuration` tab." -msgstr "" +msgstr "Ogone 계정에 로그인한 후 :guilabel:`환경 설정` 탭으로 이동합니다." #: ../../content/applications/finance/payment_providers/ogone.rst:23 msgid "" @@ -46187,6 +48190,8 @@ msgid "" "To create an **API user**, go to :menuselection:`Configuration --> Users` " "and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" +"**API 사용자** 를 생성하려면 :menuselection:`환경 설정 --> 사용자` 로 이동하여 :guilabel:`새 사용자` " +"를 클릭합니다. 다음 필드를 설정해야 합니다." #: ../../content/applications/finance/payment_providers/ogone.rst:33 msgid ":guilabel:`UserID`: you can choose anything you want." @@ -46279,6 +48284,9 @@ msgid "" "OUT** passphrases throughout the entire Ogone configuration, as Odoo only " "allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" +"**SHA-IN** 및 **SHA-OUT** 는 각기 다른 암호를 사용해야 하며 16자에서 32자 사이의 길이여야 합니다. Odoo에서는" +" **SHA-IN** 및 **SHA-OUT** 를 하나씩만 사용할 수 있으므로 전체 Ogone 설정에서 **SHA-IN** 및 " +"**SHA-OUT** 암호는 동일해야 합니다." #: ../../content/applications/finance/payment_providers/ogone.rst:73 msgid "" @@ -46331,6 +48339,9 @@ msgid "" "included (if you have another integration with Ogone that requires them), " "but are not advised." msgstr "" +":guilabel:`동적 전자상거래 매개변수` 에는 `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, " +"`IP`, `NCERROR` `ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. 값이 있어야 합니다. " +"다른 매개변수도 포함할 수 있지만 (Ogone에서 통합할 다른 항목에 필요한 매개변수가 있는 경우), 권장하지는 않습니다." #: ../../content/applications/finance/payment_providers/ogone.rst:94 msgid "" @@ -46353,7 +48364,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/ogone.rst:103 #: ../../content/applications/finance/payment_providers/paypal.rst:83 msgid "Settings in Odoo" -msgstr "" +msgstr "Odoo에서 설정하기" #: ../../content/applications/finance/payment_providers/ogone.rst:105 msgid "" @@ -46435,7 +48446,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" -msgstr "" +msgstr "결제 데이터 전송 (PDT)" #: ../../content/applications/finance/payment_providers/paypal.rst:47 msgid "" @@ -46452,10 +48463,13 @@ msgid "" "are enabled. If you need the **PDT Identity Token**, disable and re-enable " ":guilabel:`Payment data transfer` to display the token again." msgstr "" +"PayPal에서는 :ref:`자동 반환 ` 및 :ref:`결제 데이터 전송 (PDT) " +"` 기능이 활성화되는 즉시 **PDT 신원 토큰** 이 표시됩니다. **PDT ID 토큰** 이 필요한 경우 " +":guilabel:`결제 데이터 전송` 을 비활성화했다가 다시 활성화하면 토큰이 다시 표시됩니다." #: ../../content/applications/finance/payment_providers/paypal.rst:57 msgid "PayPal Account Optional" -msgstr "" +msgstr "PayPal 계정 선택 사항" #: ../../content/applications/finance/payment_providers/paypal.rst:59 msgid "" @@ -46467,11 +48481,11 @@ msgid "" msgstr "" "결제 시 고객에게 PayPal 계정으로 로그인하라는 메시지를 표시하지 않는 것이 좋습니다. 고객 측에서 직불/신용카드로 결제하는 것이 더" " 바람직하며 접근성이 높습니다. 이 메시지를 비활성화하려면 :menuselection:`계정 설정 --> 웹사이트 결제 --> 업데이트`" -" 로 이동하여 :guilabel:`PayPal 계정 선택 가능` 에 대해 :guilabel:`켜기` 를 선택합니다." +" 로 이동하여 :guilabel:`PayPal 계정 선택 사항` 에 대해 :guilabel:`켜기` 를 선택합니다." #: ../../content/applications/finance/payment_providers/paypal.rst:65 msgid "Payment Messages Format" -msgstr "" +msgstr "결제 메시지 형식" #: ../../content/applications/finance/payment_providers/paypal.rst:67 msgid "" @@ -46580,7 +48594,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:11 msgid "Configuration on Razorpay Dashboard" -msgstr "" +msgstr "Razorpay 현황판 환경 설정하기" #: ../../content/applications/finance/payment_providers/razorpay.rst:13 msgid "" @@ -46596,16 +48610,18 @@ msgid "" " Webhook`, and enter your Odoo database URL followed by " "`/payment/razorpay/webhook` in the :guilabel:`Webhook URL` text field." msgstr "" +":menuselection:`설정 --> 웹훅` 으로 이동하여 :guilabel:`새 웹훅 만들기` 를 클릭하고 :guilabel:`웹훅" +" URL` 텍스트 필드에 Odoo 데이터베이스 URL과 `/payment/razorpay/webhook` 을 입력합니다. " #: ../../content/applications/finance/payment_providers/razorpay.rst:0 msgid "For example: `https://example.odoo.com/payment/razorpay/webhook`." -msgstr "" +msgstr "예: `https://example.odoo.com/pay/razorpay/webhook`." #: ../../content/applications/finance/payment_providers/razorpay.rst:20 msgid "" "Fill the :guilabel:`Secret` field with a password of your choice and save it" " for later." -msgstr "" +msgstr ":guilabel:`비밀번호` 필드를 원하는 비밀번호을 입력한 후 나중에 사용할 수 있도록 저장합니다." #: ../../content/applications/finance/payment_providers/razorpay.rst:21 msgid "" @@ -46613,10 +48629,12 @@ msgid "" ":guilabel:`payment.failed`, :guilabel:`refund.failed` and " ":guilabel:`refund.processed` checkboxes are ticked." msgstr "" +":guilabel:`결제.승인`, :guilabel:`결제.캡처`, :guilabel:`결제.실패`, :guilabel:`환불.실패` 및" +" :guilabel:`환불.진행` 확인란이 선택되어 있는지 확인합니다. ." #: ../../content/applications/finance/payment_providers/razorpay.rst:24 msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." -msgstr "" +msgstr ":guilabel:`웹훅 만들기` 를 클릭하여 환경 설정을 완료합니다." #: ../../content/applications/finance/payment_providers/razorpay.rst:29 msgid "" @@ -46678,15 +48696,15 @@ msgstr "" #: ../../content/applications/finance/payment_providers/sips.rst:20 msgid "**Secret Key**: The key to sign the merchant account with SIPS." -msgstr "" +msgstr "**보안 키**: SIPS로 판매자 계정에 서명하기 위한 키입니다." #: ../../content/applications/finance/payment_providers/sips.rst:21 msgid "**Secret Key Version**: The version of the key, pre-filled." -msgstr "" +msgstr "**보안 키 버전**: 미리 입력된 키 버전입니다." #: ../../content/applications/finance/payment_providers/sips.rst:22 msgid "**Interface Version**: Pre-filled, don't change it." -msgstr "" +msgstr "**인터페이스 버전**: 미리 입력되어 있으므로 변경하지 마세요." #: ../../content/applications/finance/payment_providers/sips.rst:24 msgid "" @@ -46694,6 +48712,7 @@ msgid "" " in the section **PROD**, and paste them in the related fields under the " "**Credentials** tab." msgstr "" +"SIPS 환경 정보 문서의 **PROD** 섹션에서 자격 증명을 복사하여 **자격 증명** 탭 아래의 관련 필드에 붙여넣을 수 있습니다." #: ../../content/applications/finance/payment_providers/sips.rst:28 msgid "" @@ -46712,6 +48731,8 @@ msgid "" "solution provider allowing businesses to accept **credit cards** and other " "payment methods." msgstr "" +"`Stripe `_ 는 미국에 기반을 둔 온라인 결제 솔루션 제공업체로, 비즈니스 대상으로 **신용" +" 카드** 및 기타 결제 수단을 사용할 수 있습니다." #: ../../content/applications/finance/payment_providers/stripe.rst:9 msgid "`List of countries supported by Stripe `_" @@ -46725,11 +48746,11 @@ msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:13 msgid "Create your Stripe account with Odoo" -msgstr "" +msgstr "Odoo로 Stripe 계정 만들기" #: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" -msgstr "" +msgstr "자격 증명을 받는 방법은 호스팅 유형에 따라 다릅니다." #: ../../content/applications/finance/payment_providers/stripe.rst:20 #: ../../content/applications/finance/payment_providers/stripe.rst:29 @@ -46738,13 +48759,15 @@ msgid "" "` and click :guilabel:`Connect " "Stripe`." msgstr "" +":ref:`결제대행업체 Stripe로 이동 ` 하여 " +":guilabel:`Stripe 연결` 을 클릭합니다." #: ../../content/applications/finance/payment_providers/stripe.rst:22 #: ../../content/applications/finance/payment_providers/stripe.rst:31 msgid "" "Go through the setup process and confirm your email address when Stripe " "sends you a confirmation email." -msgstr "" +msgstr "설정 프로세스를 진행하고 Stripe에서 확인 이메일을 보내면 이메일 주소를 확인합니다." #: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" @@ -46755,21 +48778,23 @@ msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:27 msgid "Odoo.sh or On-premise" -msgstr "" +msgstr "Odoo.sh 또는 온프레미스" #: ../../content/applications/finance/payment_providers/stripe.rst:33 msgid "" "At the end of the process, click :guilabel:`Agree and submit`; you are then " "redirected to the payment provider **Stripe** in Odoo." msgstr "" +"프로세스가 끝나면 :guilabel:`동의 및 제출` 을 클릭합니다. 그러면 Odoo의 결제대행업체 **Stripe** 로 " +"리디렉션됩니다." #: ../../content/applications/finance/payment_providers/stripe.rst:35 msgid ":ref:`Fill in your credentials `." -msgstr "" +msgstr ":ref:`자격 증명을 입력하세요 `." #: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid ":ref:`Generate a webhook `." -msgstr "" +msgstr ":ref:`웹훅 생성 `." #: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" @@ -46806,7 +48831,7 @@ msgstr "자격 증명 입력" msgid "" "If your **API credentials** are required to connect with your Stripe " "account, proceed as follows:" -msgstr "" +msgstr "Stripe 계정에 연결하기 위해 **API 자격 증명** 이 필요한 경우 다음과 같이 진행합니다." #: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "" @@ -46814,12 +48839,16 @@ msgid "" "`_, or log into your Stripe " "dashboard and go to :menuselection:`Developers --> API Keys`." msgstr "" +"`Stripe의 API 키 페이지`_ 로 이동하거나 " +"Stripe 현황판에 로그인하여 :menuselection:`개발자 --> API 키` 로 이동합니다." #: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In the :guilabel:`Standard keys` section, copy the :guilabel:`Publishable " "key` and the :guilabel:`Secret key` and save them for later." msgstr "" +":guilabel:`표준 키` 섹션에서 :guilabel:`게시할 수 있는 키` 와 :guilabel:`보안 키` 를 복사한 후 나중에 " +"사용할 수 있도록 저장합니다." #: ../../content/applications/finance/payment_providers/stripe.rst:62 #: ../../content/applications/finance/payment_providers/stripe.rst:101 @@ -46827,16 +48856,19 @@ msgid "" "In Odoo, :ref:`navigate to the payment provider Stripe " "`." msgstr "" +"Odoo에서 :ref:`결제대행업체 Stripe 로 이동합니다 `." #: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Publishable Key` " "and :guilabel:`Secret Key` fields with the values you previously saved." msgstr "" +":guilabel:`자격 증명` 탭에서 :guilabel:`게시할 수 있는 키` 및 :guilabel:`보안 키` 필드를 이전에 저장한 " +"값으로 입력합니다." #: ../../content/applications/finance/payment_providers/stripe.rst:69 msgid "Generate a webhook" -msgstr "" +msgstr "웹훅 생성" #: ../../content/applications/finance/payment_providers/stripe.rst:71 msgid "" @@ -47031,6 +49063,9 @@ msgid "" "by Odoo. You can also add it afterwards and update the message by clicking " ":guilabel:`Reload pending message`." msgstr "" +":doc:`은행 계좌 <../accounting/bank>` 를 이미 지정한 경우 Odoo에서 생성되는 기본 메시지에 계좌 번호가 " +"자동으로 추가됩니다. 나중에 추가하고 :guilabel:`보류 중인 메시지 다시 불러오기` 를 클릭하여 메시지를 업데이트할 수도 " +"있습니다." #: ../../content/applications/finance/payment_providers/wire_transfer.rst:54 msgid ":ref:`payment_providers/journal`" diff --git a/locale/ko/LC_MESSAGES/general.po b/locale/ko/LC_MESSAGES/general.po index 34a08ac62..5cc64b7b7 100644 --- a/locale/ko/LC_MESSAGES/general.po +++ b/locale/ko/LC_MESSAGES/general.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -127,6 +127,9 @@ msgid "" ":doc:`supported versions of Odoo `. To " "be able to use them, you must **upgrade** your app." msgstr "" +"경우에 따라서 새로운 개선 사항이나 앱 기능이 :doc:`지원되는 Odoo 버전 " +"` 에 추가됩니다. 해당 내용을 사용하려면, 앱을 **업그레이드** 해야" +" 합니다." #: ../../content/applications/general/apps_modules.rst:50 msgid "" @@ -143,7 +146,7 @@ msgstr "앱 및 모듈 제거" msgid "" "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you " "want to uninstall, then on *Uninstall*." -msgstr ":menuselection:`앱`으로 이동하여 제거할 앱의 *드롭다운 메뉴*를 클릭한 후, *제거*를 선택합니다." +msgstr ":menuselection:`앱` 으로 이동하여 제거할 앱의 *드롭다운 메뉴* 를 클릭한 후, *제거* 를 선택합니다." #: ../../content/applications/general/apps_modules.rst:64 msgid "" @@ -1790,6 +1793,9 @@ msgid "" "and then click on the language button, represented by the initials of the " "language currently being used (e.g. :guilabel:`EN` for English)." msgstr "" +"번역을 수정하려면 먼저 :ref:`개발자 모드 ` 를 입력합니다. 그런 다음 이메일 템플릿에서 " +":guilabel:`편집` 버튼을 클릭한 다음 현재 사용 중인 언어 이니셜이 표시되어 있는 언어 버튼을 클릭합니다 (예: 영어의 경우 " +":guilabel:`EN`)." #: ../../content/applications/general/companies/email_template.rst-1 msgid "Edit the language of a template." @@ -2017,6 +2023,9 @@ msgid "" " in the :guilabel:`URL` field. The Odoo base URL is the canonical domain at " "which your Odoo instance can be reached in the URL field." msgstr "" +":guilabel:`URL 리디렉션` 섹션에서 플랫폼으로 :guilabel:`웹` 을 선택한 다음 :guilabel:`URL` 필드에 " +"`https:///microsoft_outlook/confirm` 을 입력합니다. Odoo 기본 ​​URL은 " +"URL 필드에서 Odoo 인스턴스에 연결할 수 있는 표준 도메인입니다." #: ../../content/applications/general/email_communication/azure_oauth.rst:41 msgid "" @@ -2106,6 +2115,9 @@ msgid "" ":guilabel:`Users`. Personal accounts will only allow for :guilabel:`Users` " "to be added." msgstr "" +"왼쪽 사이드바 메뉴에서 :guilabel:`사용자 및 그룹` 을 선택합니다. 다음으로 :guilabel:`(+) 사용자/그룹 추가` 를 " +"클릭합니다. 계정에 따라 :guilabel:`그룹` 및 :guilabel:`사용자` 모두 추가하거나 혹은 :guilabel:`사용자` 만" +" 추가할 수 있습니다. 개인 계정에서는 :guilabel:`사용자` 만 추가할 수 있습니다." #: ../../content/applications/general/email_communication/azure_oauth.rst:88 msgid "" @@ -2115,6 +2127,9 @@ msgid "" "users/groups, click :guilabel:`Select`, and then :guilabel:`Assign` them to " "the application." msgstr "" +":guilabel:`사용자` 또는 :guilabel:`그룹` 에서 :guilabel:`선택되지 않음` 를 클릭한 후 Odoo의 " +":guilabel:`Microsoft 계정` 에서 이메일을 보낼 사용자 또는 사용자 그룹을 추가합니다. 사용자/그룹 " +":guilabel:`추가` 를 클릭하고 :guilabel:`선택` 을 클릭한 다음 애플리케이션에서 :guilabel:`배정` 합니다." #: ../../content/applications/general/email_communication/azure_oauth.rst:94 #: ../../content/applications/general/integrations/google_translate.rst:59 @@ -2165,6 +2180,8 @@ msgid "" "service, so the expiration date should be noted and set to the furthest " "possible date." msgstr "" +"첫 번째 비밀번호가 만료되면 새로운 :guilabel:`클라이언트 비밀번호` 를 생성하고 설정해야 합니다. 이 경우 서비스가 중단될 수 " +"있으므로 유효기간을 명시하여 최대한 나중의 날짜로 설정하시기 바랍니다." #: ../../content/applications/general/email_communication/azure_oauth.rst:119 msgid "" @@ -2356,6 +2373,8 @@ msgid "" "should be noted that the name of the sender will appear but their email " "address will change:" msgstr "" +"이 환경 설정을 적용하면 데이터베이스에서 전송되는 모든 이메일은 '알림' 메일함에서 설정된 주소를 사용하여 전송됩니다. 다만 발신자 " +"이름은 표시되지만 이메일 주소는 변경된다는 점에 유의해야 합니다." #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Name from real sender with static email." @@ -2438,6 +2457,8 @@ msgid "" "mass-mailing email server can remain empty, but it's require to be added in " "the settings of the *Email Marketing* application." msgstr "" +"트랜젝션 이메일 서버의 환경 설정은 대량 메일 발송용 이메일 발신 서버와 함께 작동할 수 있습니다. 대량 메일 발송용 이메일 서버에 대한" +" :guilabel:`발신자 필터` 는 비워 둘 수 있으나 *이메일 마케팅* 애플리케이션 설정에 추가해야 합니다." #: ../../content/applications/general/email_communication/azure_oauth.rst:263 msgid "" @@ -3842,15 +3863,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3861,11 +3882,11 @@ msgstr "" ":menuselection:`설정 앱 --> 기술 메뉴 ​​--> 이메일 --> 이메일` 로 이동하여 이메일 대기열에 액세스할 수 " "있습니다. 발송되지 않은 이메일은 청록색으로 표시되고 발송된 이메일은 회색으로 표시됩니다." -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "일반적인 오류 메시지" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "일일 한도 도달" @@ -3873,7 +3894,7 @@ msgstr "일일 한도 도달" msgid "Warning in Odoo upon email limit reached." msgstr "이메일 한도에 도달하면 Odoo에서 주의 메시지가 표시됩니다." -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3883,56 +3904,58 @@ msgstr "" "이메일 서비스 제공업체마다 이메일 전송 한도에 차이가 있습니다. 날짜나 시간 또는 분 기준으로 제한하는 경우도 있습니다. 마찬가지로 " "Odoo에서도, Odoo 이메일 서버가 블랙리스트에 오르는 것을 방지하기 위해 고객의 이메일 전송을 제한하고 있습니다." -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "신규 데이터베이스에 대한 기본 한도는 다음과 같습니다:" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "Odoo 온라인 및 Odoo.sh 데이터베이스 구독이 활성화되어 있는 경우 **매일 이메일 200개**" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "단일앱 무료 데이터베이스의 경우 **매일 이메일 20개**" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." -msgstr "체험판 데이터베이스의 경우 **매일 이메일 50개**" +msgid "**50 emails per day** for one-app free and trial databases." +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "마이그레이션의 경우에는 이메일 일일 한도가 50개로 재설정될 수 있습니다. " -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "일일 한도 도달 시:" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "데이터베이스 사용자 수가 몇 명인가요?" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "어떤 앱이 설치되어 있나요?" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "반송률: 이메일이 최종 수신자에게 전달되는 도중에 메일 서버에서 반송되어 메일이 전송되지 못한 이메일 주소의 비율입니다." -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " @@ -3941,15 +3964,18 @@ msgstr "" "외부 발신 이메일 서버를 사용하면 Odoo의 메일 한도에 영향을 받지 않습니다 (해당 :doc:`이메일 문서참조 " "`)." -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " ":menuselection:`Settings app --> Technical menu --> Email --> Emails`, then " "click the :guilabel:`Retry` button next to an unsent email." msgstr "" +"일일 한도가 재설정될 때까지 오후 11시 (UTC)까지 기다렸다가 다시 이메일을 전송합니다. :ref:`개발자 모드 ` 에서 :menuselection:`설정 앱 --> 기술 메뉴 ​​--> 이메일 --> 이메일` 로 이동한 다음, 전송되지 " +"않은 이메일 옆에 있는 :guilabel:`재시도` 버튼을 클릭합니다." -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3961,50 +3987,48 @@ msgstr "" "알릴 경우, 이메일 일일 한도에 포함하어 계산합니다. 이메일 대신에 :ref:`Odoo 알림 " "`,에서 알림을 수신하면 해당 문제를 덜 수 있게 됩니다." -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "SMTP 오류" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -"단순 메일 전송 프로토콜 (SMTP: Simple Mail Transport Protocol) 오류 메시지를 검토하여 이메일이 제대로 " -"전송되지 못한 이유를 찾을 수 있습니다. :abbr:`SMTP (단순 메일 전송 프로토콜)`은 이메일 구조를 표시하는 프로토콜로, " -"인터넷으로 메시지의 데이터를 전송합니다. 이메일 서비스에서 오류 메시지를 생성하여 이메일 문제를 진단하고 해결하는 데 유용한 도구입니다." -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " "mailbox is disabled (554.30). - mta4471.mail.bf1.yahoo.com --- Below this " "line is a copy of the message.`" msgstr "" +"다음은 554 SMTP 영구적인 전송 오류의 예시입니다: `554: 전송 오류: 죄송합니다. ------@yahoo.com으로 보낸 " +"메시지를 전송할 수 없습니다. 이 메일함은 비활성화되었습니다 (554.30). - mta4471.mail.bf1.yahoo.com ---" +" 이 줄 아래에는 메시지 사본이 있습니다.`" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -"디버그 메뉴로 데이터베이스에서 SMTP 전송 문제를 조사할 수 있습니다. 메뉴에 액세스하려면 :ref:`개발자 모드 `가 활성화되어 있어야 합니다. 활성화되면 메뉴 표시줄 오른쪽 상단의 :menuselection:`디버그 메뉴` " -"(:guilabel:`🐞 (버그)` 아이콘)를 통해 :menuselection:`디버그 메뉴 --> 메시지 관리`로 이동합니다." -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -4014,17 +4038,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -4034,7 +4058,7 @@ msgstr "" "Odoo에서 실패 사유 관련 정보를 확인할 수 없는 경우도 있습니다. 이메일 공급업체마다 반송된 이메일과 관련하여 개별적인 정책을 " "적용하고 있는 관계로, Odoo에서는 해당 내용이 파악될 수 없을 수 있다는 점을 참고하시기 바랍니다. " -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" @@ -4043,7 +4067,7 @@ msgstr "" "동일한 클라이언트나 도메인에서 이 문제가 반복되는 경우에는 원인 파악을 위해 즉시 `Odoo 고객지원 " "`_으로 연락주시기 바랍니다." -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4060,41 +4084,35 @@ msgstr "" ":menuselection:`앱 설정 --> 기술 메뉴 --> 매개변수 --> 시스템 매개변수`로 이동하여 시스템 매개변수에 " "액세스합니다." -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "이메일이 늦게 전송되었습니다." -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"이메일 캠페인을 예약 시간에 전송하려면, 데이터베이스에 지연된 시간으로 미리 프로그래밍하여 사용합니다. Odoo는 지연 작업을 사용하여 " -"'긴급하지 않은' 이메일 (예: 대량 메일 발송, 마케팅 자동화, 이벤트 등의 뉴스레터 양식)을 전송합니다. 시스템 유틸리티인 " -"**크론**을 사용하여 미리 정해진 간격으로 프로그램이 자동으로 실행되도록 예약할 수 있습니다. Odoo는 메일 서버가 혼잡해지는 것을 " -"피하고 개별 커뮤니케이션의 우선순위를 정하기 위해 이 방식을 사용합니다. 해당 **크론**은 :guilabel:`메일: 이메일 대기열 " -"관리자`라고 하며, :ref:`개발자 모드 `에서 :menuselection:`설정 앱 --> 기술 메뉴 " -"--> 자동화 --> 예약된 작업`에서 사용할 수 있습니다." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "추후 발송하도록 예약된 이메일" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4107,7 +4125,7 @@ msgstr "" "경우에는 Odoo 데이터베이스가 느려지므로 (시스템 부하) 이 방법은 권장하지 않습니다. 대량 메일링 크론을 편집하려면 예약된 작업 " ":guilabel:`메일: 이메일 대기열 관리자`를 선택하고 필요에 맞게 조정합니다." -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " @@ -4116,36 +4134,34 @@ msgstr "" "긴급 이메일로 간주되는 경우 (판매주문서, 청구서, 구매발주서 등 개인에게서 다른 개인에게 전송되는 이메일)에는 즉시 전송이 " "이루어집니다." -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "메일 수신" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -"이메일 수신에 문제가 있음에도 불구하고 Odoo 자체에서는 안내 표시가 나타나지 않을 수 있습니다. 데이터베이스에 접속하려는 발신 " -"클라이언트 측에서 반송 메시지를 받게 됩니다 (대부분의 경우 :guilabel:`550: 사서함을 사용할 수 없음` 오류 메시지)." -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "이메일이 수신되지 못했습니다." -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "**Odoo.sh** 사용자는 :file:`~/logs/` 폴더에서 실시간 로그를 확인할 수 있습니다." -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4159,40 +4175,40 @@ msgstr "" "전송을 시도했음을 나타내는 로그를 통해서도 전송 실패 여부를 확인할 수 있습니다. 데이터베이스에서 이메일 서버로 작업한 모든 내용이 " "로그에 표시됩니다." -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" @@ -4201,11 +4217,11 @@ msgstr "" "**Odoo 온라인** 사용자는 로그에 액세스 권한이 없습니다. 다만 동일한 클라이언트 또는 도메인과 관련하여 반복적으로 문제가 발생하는" " 경우에는 ``Odoo 고객 지원 `_에 문의해 주세요." -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "Odoo 고객 지원 요청하기" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " @@ -4214,7 +4230,7 @@ msgstr "" "최대한 많은 정보를 알려주시면 더 효율적으로 지원해드릴 수 있습니다. 다음은 Odoo 지원팀에 문제에 대해 문의할 때 도움이 될 수 있는" " 목록입니다:" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4227,13 +4243,13 @@ msgstr "" "있습니다. 이메일 제공업체의 문서에 EML 파일/헤더 파일에 액세스하는 방법이 설명되어 있는지 확인하세요. 이메일 헤더를 확인한 후에는 " "Odoo 고객 지원 상담을 요청하시면 Odoo 고객지원팀에서 가장 효율적으로 조사할 수 있습니다." -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "`Gmail 머릿말 관련 참조 문서 `_" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" "Odoo에서 이러한 이메일을 정상적으로 수신하기 위해서 따르게 되는 흐름입니다. 다음과 같은 질문에 대한 답변을 참고하시기 바랍니다." -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "다음과 같은 문의 사항에 대해 답변해 주세요." -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "일반적인 내용이거나 아니면 사용 중 발생한 특정 사례에 대한 문의인가요? 후자의 경우, 정확히 어떤 문제인가요?" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " @@ -4287,18 +4303,15 @@ msgstr "" "예상한 대로 작동되나요? Odoo를 통해서 보낸 이메일이 반송되는 경우에는 Odoo 데이터베이스에서 :ref:`빨간색 봉투 " "` 표시로 나타나야 합니다.." -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" -"데이터베이스에서 반송 메시지를 제대로 수신하려면 기술 설정 메뉴에서 반송 시스템 매개변수를 설정해야 합니다. 이 설정에 액세스하려면 " -":menuselection:`앱 설정 --> 기술 메뉴 --> 매개변수 --> 시스템 매개변수`로 이동합니다. 그런 다음 매개변수 " -"이름으로 :guilabel:`mail.bounce.alias`를 선택하고 값이 아직 설정되어 있지 않은 경우 `반송`으로 설정합니다." #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" @@ -4371,6 +4384,9 @@ msgid "" "using a personal Gmail account, then leave the :guilabel:`Location` as " ":guilabel:`No Organization`." msgstr "" +":menuselection:`새 프로젝트` 화면에서 :guilabel:`프로젝트명`` 의 이름을 `Odoo` 로 바꾸고 " +":guilabel:`위치` 를 찾습니다. :guilabel:`위치` 를 *Google Workspace 조직* 으로 설정합니다. " +"Gmail 개인 계정을 사용하는 경우 :guilabel:`위치` 를 :guilabel:`조직 없음` 으로 그대로 둡니다." #: ../../content/applications/general/email_communication/google_oauth.rst-1 #: ../../content/applications/general/integrations/google_translate.rst-1 @@ -4882,6 +4898,8 @@ msgid "" " completing the form, an activation email is sent to the email address and " "the trusted sender can be activated." msgstr "" +"그런 다음 :guilabel:`이메일 정보` 양식을 작성하고 트랜젝션 이메일이나 대량 메일 중에서 적절한 이메일 유형을 선택합니다. " +"양식을 작성하면 해당 이메일 주소로 활성화용 이메일이 전송되며 신뢰할 수 있는 발신자를 활성화할 수 있습니다." #: ../../content/applications/general/email_communication/mailjet_api.rst:90 msgid "" @@ -4985,6 +5003,9 @@ msgid "" "click the gear icon next to :guilabel:`Domain`, and select " ":guilabel:`Validate`." msgstr "" +"도메인의 :abbr:`DNS (Domain Name System)` 에 TXT 레코드를 추가한 후 Mailjet 계정으로 다시 " +"이동합니다. 그런 다음 :menuselection:`계정 정보 --> 발신자 도메인 또는 주소 추가` 로 이동하여 " +":guilabel:`도메인` 옆에 있는 톱니바퀴 아이콘을 클릭한 후 :guilabel:`승인` 을 선택합니다." #: ../../content/applications/general/email_communication/mailjet_api.rst:147 msgid "" @@ -5054,6 +5075,9 @@ msgid "" ":menuselection:`Mailjet --> Account Settings --> SMTP and SEND API " "Settings`." msgstr "" +":guilabel:`사용자 이름` 의 경우 :guilabel:`API 키` 를 입력합니다. :guilabel:`비밀번호` 에는 앞서 " +"Mailjet 계정에서 메모장으로 복사한 :guilabel:`보안 키` 를 입력합니다. 이와 같은 설정은 " +":menuselection:`Mailjet --> 계정 설정 --> SMTP 및 SEND API 설정` 에서 확인할 수 있습니다." #: ../../content/applications/general/email_communication/mailjet_api.rst:189 msgid "" @@ -5248,6 +5272,9 @@ msgid "" "Gmail account is being used, leave the :guilabel:`Location` as :guilabel:`No" " Organization`." msgstr "" +":guilabel:`새 프로젝트` 화면에서 :guilabel:`프로젝트명`` 의 이름을 `Odoo 번역` 으로 바꾸고 " +":guilabel:`위치` 를 찾습니다. :guilabel:`위치` 를 *Google Workspace 조직* 으로 설정합니다. " +"Gmail 개인 계정을 사용하는 경우 :guilabel:`위치` 를 :guilabel:`조직 없음` 으로 그대로 둡니다." #: ../../content/applications/general/integrations/google_translate.rst:42 msgid "API library" @@ -5339,6 +5366,9 @@ msgid "" ":guilabel:`Add`. Lastly, add the :abbr:`URL (Uniform Resource Locator)`, and" " click :guilabel:`Done`." msgstr "" +"웹사이트 제한을 추가하려면 :guilabel:`애플리케이션 제한 설정` 아래에 있는 :guilabel:`웹사이트` 를 클릭합니다. 그런 " +"다음 :guilabel:`추가` 를 클릭하여 *Google 번역* 을 사용 중인 데이터베이스 주소를 입력합니다. 마지막으로 " +":abbr:`URL (Uniform Resource Locator)` 을 추가하고 :guilabel:`완료` 를 클릭합니다." #: ../../content/applications/general/integrations/google_translate.rst:91 msgid "" @@ -5368,6 +5398,9 @@ msgid "" ":guilabel:`Message Translation`. Then, :guilabel:`Save` the settings, and " "*Google Translate* can be used in any chatter throughout the database." msgstr "" +"Odoo에서 통합하여 사용하려면 :menuselection:`설정 앱 --> 메일 및 채팅 섹션` 으로 이동합니다. " +":guilabel:`메시지 번역` 필드에 API 키를 입력합니다. 그런 다음 설정을 :guilabel:`저장`하면 데이터베이스 전체의 " +"모든 메시지창에 *Google 번역* 을 사용할 수 있습니다." #: ../../content/applications/general/integrations/google_translate.rst-1 msgid "Odoo configuration of the API key from the *Google API Console*." @@ -7560,6 +7593,8 @@ msgid "" "example of a receipt that is printing correctly due to proper formatting (in" " theory):" msgstr "" +"다음은 `ESC *` 명령어를 사용한 TM-U220B 프린터 모델의 문제 해결 프로세스의 예시입니다. 아래 그림의 영수증은 알맞은 형식 " +"(이론상)으로 올바르게 인쇄된 영수증의 예입니다." #: ../../content/applications/general/iot/config/troubleshooting.rst:0 msgid "Properly formatted receipt picture from a demo database." @@ -7592,6 +7627,11 @@ msgid "" "indeed the TM-U220B is not compatible with `GS v 0`, but is compatible with " "`ESC *`." msgstr "" +"Epson 웹사이트에서 두 명령어에 대한 호환성 `GS v 0 `_ and `ESC * " +"`_ 을 확인한 후 실제로 TM-U220B는 " +"`GS v 0` 과는 호환되지 않지만 `ESC *` 와 호환되는 것을 확인할 수 있습니다." #: ../../content/applications/general/iot/config/troubleshooting.rst:0 msgid "Epson compatibility evaluation from Epson website." @@ -7881,6 +7921,8 @@ msgid "" ":guilabel:`Print Test Page`. The test label will print out with a ten-second" " delay if the driver update was successful." msgstr "" +"테스트 라벨을 인쇄하려면 :guilabel:`관리` 드롭다운 메뉴 왼쪽에 있는 :guilabel:`유지 관리` 드롭다운 메뉴를 클릭하고 " +":guilabel:`테스트 페이지 인쇄` 를 선택합니다. 드라이버 업데이트에 성공한 경우 테스트 라벨이 10초 후에 인쇄됩니다." #: ../../content/applications/general/iot/config/troubleshooting.rst-1 #: ../../content/applications/general/iot/config/troubleshooting.rst-1 @@ -8025,6 +8067,8 @@ msgid "" "device (:menuselection:`IoT App --> Devices --> Barcode Device`) and select " "the correct format." msgstr "" +"기본적으로 대부분의 바코드 스캐너는 US QWERTY 형식으로 설정됩니다. 바코드 스캐너에서 다른 레이아웃을 사용하는 경우 디바이스 양식" +" 보기(:menuselection:`IoT 앱 --> 디바이스 --> 바코드 디바이스`)로 이동하여 알맞은 형식을 선택합니다." #: ../../content/applications/general/iot/config/troubleshooting.rst:518 msgid "Nothing happens when a barcode is scanned" @@ -8356,6 +8400,9 @@ msgid "" "Locator)`. To flash from a :abbr:`URL (Uniform Resource Locator)`, simply " "click :guilabel:`Flash from URL`, instead of :guilabel:`Flash from file`." msgstr "" +"Balena의 *Etcher* 소프트웨어를 사용하면 관리자가 :abbr:`URL (Uniform Resource Locator)` 에서 " +":abbr:`SD (Secure Digital)` 카드를 플래시할 수도 있습니다. :abbr:`URL (Uniform Resource " +"Locator)` 에서 플래시하려면 :guilabel:`파일에서 플래시` 대신 :guilabel:`URL에서 플래시` 를 클릭합니다." #: ../../content/applications/general/iot/config/updating_iot.rst:66 msgid "" @@ -8631,6 +8678,8 @@ msgid "" "handler's (drivers and interfaces) code can be modified by syncing them with" " the configured server handler's code." msgstr "" +"개별 디바이스 (예: 측량계, 측정 도구 등)에 대해 드라이버나 인터페이스를 업데이트해야 하는 경우가 생길 수 있습니다. IoT 핸들러 " +"(드라이버 및 인터페이스) 코드는 설정된 서버 핸들러의 코드와 동기화하여 수정할 수 있습니다." #: ../../content/applications/general/iot/config/updating_iot.rst:205 msgid "" @@ -9093,6 +9142,8 @@ msgid "" "connection can be made between the Odoo database/:abbr:`IoT (Internet of " "Things)` box and Worldline." msgstr "" +"Windows IoT 서버를 사용하여 Worldline 결제 단말기에 연결할 때, Windows 방화벽에서 예외를 생성하여 Odoo " +"데이터베이스/ :abbr:`IoT (사물 인터넷)` 박스와 Worldline 간에 연결이 이루어질 수 있도록 합니다." #: ../../content/applications/general/iot/config/windows_iot.rst:213 msgid "" @@ -9435,6 +9486,9 @@ msgid "" "Quality Control --> Quality Checks --> New` to create a new quality check " "from the :guilabel:`Quality Checks` page." msgstr "" +"품질 검사 양식에서 검사 :guilabel:`유형` 을 :guilabel:`사진 찍기` 로 지정할 수도 있습니다. " +":menuselection:`품질 앱 --> 품질 관리 --> 품질 검사 --> 새로 만들기` 로 이동하여 :guilabel:`품질 " +"검사` 페이지에서 새로운 품질 검사를 생성합니다." #: ../../content/applications/general/iot/devices/camera.rst:58 #: ../../content/applications/general/iot/devices/printer.rst:70 @@ -9511,6 +9565,8 @@ msgid "" "another, and perform actions using their foot. This can be configured in " "just a few steps on the work center in the *Manufacturing* app." msgstr "" +"실제로 작업자는 풋스위치를 사용하여 한 화면에서 다른 화면으로 이동하고 발을 사용하여 작업을 할 수 있습니다. *제조 관리* 앱에 있는 " +"작업장에서 몇 단계만 진행하면 설정할 수 있습니다." #: ../../content/applications/general/iot/devices/footswitch.rst:16 msgid "" @@ -9585,6 +9641,8 @@ msgid "" "quality control point/quality check, or for use in a work center during the " "manufacturing process." msgstr "" +"Odoo의 :abbr:`IoT (사물 인터넷)` 박스를 사용하면 측정 도구를 Odoo 데이터베이스에 연결하여 품질 관리 지점/품질 " +"검사에서 *품질 앱* 에서 사용하거나 제조 과정에서 작업장에서 사용할 수 있습니다. " #: ../../content/applications/general/iot/devices/measurement_tool.rst:11 msgid "" @@ -9799,6 +9857,9 @@ msgid "" "Doing so reveals a field called :guilabel:`Device`, where the attached " "*device* can be selected. :guilabel:`Save` the changes, if required." msgstr "" +"여기에서 :guilabel:`유형` 필드를 선택하고 드롭다운 메뉴에서 :guilabel:`라벨 인쇄` 를 선택하여 제어점을 편집합니다. " +"그러면 연결된 *장치* 를 선택할 수 있는 :guilabel:`디바이스` 필드가 나타납니다. 필요한 경우 변경 사항을 " +":guilabel:`저장` 합니다." #: ../../content/applications/general/iot/devices/printer.rst-1 msgid "This is the quality control point setup." @@ -9885,6 +9946,8 @@ msgid "" "linked to the report. Then Odoo sends the report to the selected printer(s)," " and automatically prints it." msgstr "" +"이제 제어판에서 :guilabel:`인쇄` 를 선택할 때마다 PDF를 다운로드하는 대신 보고서에 연결된 모든 프린터를 표시하는 팝업이 " +"나타납니다. 그런 다음 Odoo에서 보고서를 선택한 프린터로 전송하여 자동으로 인쇄합니다." #: ../../content/applications/general/iot/devices/printer.rst:116 msgid "" @@ -9993,6 +10056,8 @@ msgid "" " be that the scale is not compatible with the Odoo :abbr:`IoT (Internet of " "Things)` box. In this case, a different scale will need to be used." msgstr "" +"드라이버를 로드해도 측량계가 작동하지 않는 경우에는 측량계가 Odoo :abbr:`IoT (사물 인터넷)` 박스와 호환되지 않는 것일 수" +" 있습니다. 이 경우에는 다른 측량계를 사용해야 합니다." #: ../../content/applications/general/iot/devices/scale.rst:51 msgid "Use a scale in a point of sale (POS) system" @@ -10005,6 +10070,8 @@ msgid "" "(Internet of Things)` box feature. After this is complete, the scale device " "can be set." msgstr "" +"*POS 앱* 에서 측량계를 사용하려면 :menuselection:`POS 앱 --> POS에 있는 3개의 점 메뉴 --> 설정` 으로 " +"이동한 다음 :abbr:`IoT (사물 인터넷)` 박스 기능을 활성화합니다. 이 작업이 완료되면 측량계 장치를 설정할 수 있습니다." #: ../../content/applications/general/iot/devices/scale.rst:57 msgid "" @@ -10925,6 +10992,8 @@ msgid "" "existing groups in Odoo, or create new ones to define rules for models " "within an application." msgstr "" +"*그룹* 은 다수의 사용자에 대한 공통 액세스 권한을 관리하는 데 사용되는 앱별 권한에 대한 집합입니다. 관리자는 Odoo에서 기존 " +"그룹을 수정하거나 새 그룹을 생성하여 애플리케이션 내의 모델에 대한 규칙을 정의할 수 있습니다." #: ../../content/applications/general/users/access_rights.rst:66 msgid "" @@ -10970,6 +11039,8 @@ msgid "" "group. In each tab, click :guilabel:`Add a line` to add a new row for users " "or rules, and click the :guilabel:`❌ (remove)` icon to remove a row." msgstr "" +"그룹 양식에 있는 여러 가지 탭으로 그룹의 모든 요소를 ​​관리합니다. 각 탭에서 :guilabel:`줄 추가` 를 클릭하면 사용자 또는" +" 규칙에 대한 새 행을 추가할 수 있으며 :guilabel:`❌ (삭제)` 아이콘을 클릭하면 행이 삭제됩니다." #: ../../content/applications/general/users/access_rights.rst-1 msgid "Tabs in the Groups form to modify the settings of the group." @@ -11045,6 +11116,8 @@ msgid "" " found by expanding the model common name, which can be done by clicking the" " :guilabel:`(external link)` icon." msgstr "" +"먼저 :guilabel:`모델` 열의 드롭다운 메뉴에서 일반적인 모델명을 검색해 보세요. 일반적인 모델명을 확장하면 " +":guilabel:`모델` 의 기술명을 :guilabel:`(외부 링크)` 아이콘을 클릭하여 확인할 수 있습니다." #: ../../content/applications/general/users/access_rights.rst:124 msgid "" @@ -11059,6 +11132,8 @@ msgid "" "name in the backend. This is the technical name of the model that should be " "added." msgstr "" +"양식에 있는 임의의 필드를 선택하여 필드명 위에 마우스를 가져갑니다. 백엔드 정보 상자가 백엔드의 특정 Odoo " +":guilabel:`모델` 이름과 함께 나타납니다. 이 이름은 추가해야 하는 모델의 기술명입니다." #: ../../content/applications/general/users/access_rights.rst:0 msgid "" @@ -11453,6 +11528,9 @@ msgid "" "screen by entering the following value: `fa fa-fw fa-windows`, in the " ":guilabel:`CSS class` field." msgstr "" +":guilabel:`범위` 필드에 `openid profile email` 값을 붙여넣습니다. 다음으로, :guilabel:`CSS " +"class` 필드에 `fa fa-fw fa-windows` 값을 입력하여 Windows 로고를 CSS 클래스로 로그인 화면에서 사용할 수" +" 있습니다." #: ../../content/applications/general/users/azure.rst:136 msgid "" diff --git a/locale/ko/LC_MESSAGES/hr.po b/locale/ko/LC_MESSAGES/hr.po index 8ecb5591a..c7d1df3b5 100644 --- a/locale/ko/LC_MESSAGES/hr.po +++ b/locale/ko/LC_MESSAGES/hr.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -751,7 +751,7 @@ msgid "" msgstr "직원 및 관리자 모두를 위한 피드백 섹션입니다. 토글 버튼이 강조 표시됩니다." #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "기술 탭" @@ -824,7 +824,7 @@ msgstr "" "탭에 접근할 수 **없으며** 평가에서 해당 탭은 보이지 **않습니다**." #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "미팅 예약하기" @@ -1005,154 +1005,13 @@ msgid "" msgstr "예약된 미팅이 없는 경우에는 :guilabel:`미팅` 스마트 버튼에 :guilabel:`미팅 없음` 이 표시됩니다." #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "보고" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" -"*평가* 애플리케이션에서는 두 가지 지표를 서로 다른 보고서인 :ref:`평가 분석 `, 및 " -":ref:`직무 기술 발전 `에서 추적합니다." - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "평가 분석" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" -"*평가 분석* 보고서에 액세스하려면 :menuselection:`평가 적용 --> 보고 --> 평가 분석`으로 이동합니다. 데이터베이스에" -" 있는 모든 평가 보고서가 표시되며 상태를 나타내기 위해 다양한 색상으로 강조 표시됩니다." - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" -"노란색은 평가가 완료된 상태를 의미하며, 주황색은 평가 진행 중 (평가가 확정되었으나 완료되지 않음), 회색은 평가가 예정되어 있는 경우" -" (:ref:`appraisals/appraisal-plan`에 따라)이나 아직 확정되지 않은 상태를 의미합니다." - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "보고서에는 기본적으로 현재 연도 전체가 표시되며, 부서별로 그룹화되어 있습니다." - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" -"표시되는 달력 화면을 변경하려면 보고서 왼쪽 상단에 있는 날짜 설정을 변경합니다. :guilabel:`일`, :guilabel:`주`, " -":guilabel:`월` 및 :guilabel:`연도`가 표시되도록 선택할 수 있습니다. 화살표를 사용하여 전후 시간으로 이동합니다." - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "언제든지 :guilabel:`오늘` 버튼을 클릭하면 오늘 날짜가 표시된 달력이 화면에 나타납니다." - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "보고서 상단에 있는 :guilabel:`검색...` 표시줄에 다른 필터 및 그룹을 설정할 수 있습니다." - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "평가 분석 보고서의 평가를 모두 표시하는 보고서입니다." - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "직무 기술 발전" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" -"*직무 기술 발전* 보고서를 이용하려면 :menuselection:`평가 신청 --> 보고 --> 직무 기술 발전` 항목으로 이동합니다." -" 직원별 그룹으로 기술 보고서가 모두 표시됩니다." - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "기본적으로 보고서의 모든 내용은 접혀서 표시됩니다. 각 내역의 세부 정보를 보려면 클릭하여 데이터를 펼치면 됩니다." - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "각각의 직무 기술에는 다음과 같은 정보가 표시되어 있습니다." - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr ":guilabel:`직원`: 직원의 이름입니다." - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr ":guilabel:`기술 유형`: 기술이 속하는 카테고리입니다." - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr ":guilabel:`직무 기술`: 구체적인 개별 기술입니다." - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr ":guilabel:`이전 기술 수준`: 해당 기술에 대해 직원이 이전에 달성한 수준입니다." - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" -":guilabel:`이전 기술 진행 상황`: 해당 기술에서 달성한 이전의 역량 비율입니다 (:guilabel:`직무 기술 수준` 에 " -"기반)." - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr ":guilabel:`현재 기술 수준`: 해당 기술에 대해 직원이 달성한 현재 수준입니다." - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr ":guilabel:`현재 기술 진행 상황`: 해당 기술에 대해 달성한 현재의 역량 비율입니다." - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr ":guilabel:`사유 설명`: 진행 상황을 설명하도록 직무 기술 항목에 입력된 메모입니다." - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "직원별 그룹으로 직무 기술 전체를 보여주는 보고서입니다." - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr ":doc:`평가/목표`" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "목표 설정" @@ -1356,6 +1215,261 @@ msgstr "" " :guilabel:`완료로 표시` 버튼을 클릭합니다. 클릭하면 초록색 :guilabel:`완료` 배너가 목표 양식의 오른쪽 상단에 " "나타납니다." +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "보고" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "평가 분석" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "평가 분석 보고서의 평가를 모두 표시하는 보고서입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "직무 기술 발전" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "각각의 직무 기술에는 다음과 같은 정보가 표시되어 있습니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr ":guilabel:`직원`: 직원의 이름입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr ":guilabel:`기술 유형`: 기술이 속하는 카테고리입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr ":guilabel:`직무 기술`: 구체적인 개별 기술입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr ":guilabel:`이전 기술 수준`: 해당 기술에 대해 직원이 이전에 달성한 수준입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" +":guilabel:`이전 기술 진행 상황`: 해당 기술에서 달성한 이전의 역량 비율입니다 (:guilabel:`직무 기술 수준` 에 " +"기반)." + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr ":guilabel:`현재 기술 수준`: 해당 기술에 대해 직원이 달성한 현재 수준입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr ":guilabel:`현재 기술 진행 상황`: 해당 기술에 대해 달성한 현재의 역량 비율입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "직원별 그룹으로 직무 기술 전체를 보여주는 보고서입니다." + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "근태 관리" @@ -1913,7 +2027,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "직원의 체크아웃 정보가 모두 담겨있는 인사 메시지입니다." #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "전체 보기" @@ -6475,9 +6589,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "다음 정보를 양식에 입력하세요." @@ -8127,156 +8241,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "새 버튼이 강조 표시되어 있는 위치 목록 보기" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "제품" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" -"기본적으로 Odoo에는 품목이 사전에 구성되어 있지 않으므로, 반드시 제공되는 개별 품목에 대한 환경 설정을 주문이 들어오기 전에 " -"완료해야 합니다." - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" -"먼저 :menuselection:`점심 앱 --> 환경 설정: 품목` 을 통해 품목 페이지로 이동합니다. 다음으로 왼쪽 상단에 있는 " -":guilabel:`새로 만들기` 버튼을 클릭하면 빈 품목 양식을 불러옵니다." - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr ":guilabel:`품목명*`: 품목의 이름을 입력합니다." - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr ":guilabel:`품목 카테고리*`: 드롭다운 메뉴를 사용하여 품목이 속할 카테고리를 선택합니다." - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr ":guilabel:`공급업체*`: 드롭다운 메뉴를 사용하여 품목을 납품하는 공급업체를 선택합니다." - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr ":guilabel:`가격`: 품목 가격을 입력합니다. 통화는 회사의 현지화에 따라 정해집니다." - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" -":guilabel:`설명`: 품목에 대한 설명을 입력합니다. 고객이 해당 날짜에 선택 항목을 보면 품목 사진 아래에 이 설명이 " -"표시됩니다." - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" -":guilabel:`다음까지 신규로 표시`: 달력 팝오버 메뉴를 사용하여 품목에 새 품목 라벨이 더 이상 지정되지 않는 날짜를 " -"선택합니다. 이 날짜까지는 품목에 초록색 '신규' 태그가 표시됩니다." - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" -":guilabel:`회사`: 특정 회사에서만 품목을 선택할 수 있게 하려면 드롭다운 메뉴에서 회사를 선택합니다. 필드를 비워두면 " -"데이터베이스에 있는 모든 회사에서 이 품목을 선택할 수 있습니다." - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" -"이미지: 양식의 오른쪽 상단에 있는 이미지 상자 위에 마우스를 대면 나타나는 :guilabel:`✏️ (연필)` 편집 아이콘을 " -"클릭합니다. 파일 탐색기 팝업 창이 나타납니다. 이미지를 찾아서 :guilabel:`열기` 를 클릭합니다." - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "(*) 입력 필수인 항목입니다." - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "9인치 피자에 대해 입력되어 있는 품목 양식" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "품목 카테고리" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" -"품목 카테고리를 통해 *점심* 앱에서 제공하는 메뉴를 체계화하여, 고객이 그날의 메뉴를 확인할 때 필터를 적용하여 빠르게 품목 확인을 할" -" 수 있습니다." - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" -"카테고리를 추가하거나 수정하려면 :menuselection:`점심 앱 --> 환경 설정: 품목 카테고리` 로 이동합니다. 카테고리가 목록" -" 보기로 나타납니다. *점심* 앱에는 :guilabel:`샌드위치`, :guilabel:`피자`, :guilabel:`버거`, " -":guilabel:`음료` 의 네 가지 기본 카테고리가 있습니다." - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" -"새로 카테고리를 추가하려면 왼쪽 상단에 있는 :guilabel:`새로 만들기` 버튼을 클릭하면 빈 카테고리 양식을 불러옵니다. " -":guilabel:`품목 카테고리` 에 이름을 입력합니다. 카테고리를 특정 회사 전용으로 나타나게 하려면 드롭다운 메뉴에서 " -":guilabel:`회사` 를 선택합니다." - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" -"카테고리에 사진을 추가할 수도 있습니다. 오른쪽 상단의 이미지 상자 위에 마우스를 대면 나타나는 :guilabel:`✏️ (연필)` 편집" -" 아이콘을 클릭합니다. 파일 탐색기 팝업 창이 나타납니다. 이미지를 찾아서 :guilabel:`열기` 을 클릭합니다." - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "카테고리 양식에서 수프 카테고리 내용이 입력되어 있는 모습" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "알림" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "특정 직원에게 전송되도록 알림을 설정하여 *점심* 앱에 표시되거나 *메일 및 채팅* 앱을 통해 전송할 수 있습니다. " -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -8287,7 +8262,7 @@ msgstr "" " 이동합니다. 왼쪽 상단에 있는 :guilabel:`새로 만들기` 버튼을 클릭하면 점심 알림이 빈 양식으로 로드됩니다. 양식에 다음 " "정보를 입력합니다." -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " @@ -8296,7 +8271,7 @@ msgstr "" ":guilabel:`알림명`: 알림 이름을 입력합니다. '신규 중식 공급업체' 또는 '11시까지 주문'과 같이 짧게 설명되는 내용이어야 " "합니다. 입력 **필수** 항목입니다." -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " @@ -8305,7 +8280,7 @@ msgstr "" ":guilabel:`표시`: 알림 발송을 *점심* 앱 (:guilabel:`앱 내 알림`) 으로 전송할 지 아니면 메시지창으로 *메일 및" " 채팅* 앱 (:guilabel:`채팅 알림`)을 통해 전송할 지 선택합니다. " -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -8317,7 +8292,7 @@ msgstr "" "나타납니다. 채팅 알림을 받을 사람을 선택합니다. 수신 대상을 :guilabel:`모든 사람`, :guilabel:`지난주에 주문한 " "직원`, :guilabel:`지난달에 주문한 직원` 또는 :guilabel:`작년에 주문한 직원` 중에서 선택할 수 있습니다." -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -8327,13 +8302,13 @@ msgstr "" ":guilabel:`위치`: 알림이 표시될 위치를 드롭다운 메뉴에서 선택합니다. 위치는 여러 곳을 선택할 수 있습니다. 입력 **필수**" " 항목이므로, 모든 위치에 알림이 적용되게 할 경우 드롭다운 메뉴에서 모든 위치를 선택합니다." -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr ":guilabel:`다음까지 표시`: 특정일에 알림이 만료되게 하려면 달력 선택기에서 날짜를 선택합니다." -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." @@ -8341,13 +8316,13 @@ msgstr "" ":guilabel:`활성화`: 기본적으로 켜져 있습니다 (초록색으로 표시). 알림을 해제하려면 토글을 클릭하며 더 이상 초록색으로 " "표시되지 않습니다." -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr ":guilabel:`메시지`: 알림 메시지를 입력합니다. **필수** 입력 항목입니다." -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " @@ -8356,7 +8331,7 @@ msgstr "" ":guilabel:`알림 시간`: 알림이 전송될 요일을 선택합니다. 기본적으로 7일이 모두 활성화되어 있습니다. 활성에서 비활성 상태로 " "설정을 변경하려면 확인란을 클릭합니다." -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -8376,15 +8351,19 @@ msgstr "" "오전 10시 30분에 전송된 채팅 알림에 대한 내용이 모두 작성되어 있는 알림 양식으로,\n" "오전 11시 30분까지 주문서를 제출하도록 요청하는 내용" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr ":doc:`점심/주문`" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr ":doc:`점심/사용자 계정`" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr ":doc:`점심/관리`" @@ -9261,6 +9240,133 @@ msgstr "" "점심 계정 금액을 추가하는 항목이 강조 표시되어 있는 내 계정\n" "현황판" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "제품" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" +":guilabel:`회사`: 특정 회사에서만 품목을 선택할 수 있게 하려면 드롭다운 메뉴에서 회사를 선택합니다. 필드를 비워두면 " +"데이터베이스에 있는 모든 회사에서 이 품목을 선택할 수 있습니다." + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "9인치 피자에 대해 입력되어 있는 품목 양식" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "품목 카테고리" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "카테고리 양식에서 수프 카테고리 내용이 입력되어 있는 모습" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "사용자 계정 관리" @@ -9854,7 +9960,6 @@ msgid "Salary information tab" msgstr "급여 정보 탭" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -10072,7 +10177,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "일반 정보 섹션" @@ -11299,7 +11404,7 @@ msgid "" msgstr ":guilabel:`할당 대상`: 드롭다운 메뉴를 사용하여 활동이 자동 할당될 사용자를 선택합니다." #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "서명 섹션" @@ -11655,12 +11760,10 @@ msgstr ":doc:`급여/보고`" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" -"Odoo에서 모든 직원은 급여를 수령하려면 계약서를 작성해야 합니다. 계약서에는 직원의 직위, 보상, 근무 시간 및 역할과 관련된 기타 " -"세부 사항이 명시되어 있습니다." #: ../../content/applications/hr/payroll/contracts.rst:10 msgid "" @@ -11676,25 +11779,12 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" -"직원 계약서를 보려면 상단에 있는 메뉴에서 :menuselection:`급여 앱 --> 계약 --> 계약` 으로 이동합니다. 직원 " -"계약서는 모두 기본 목록 보기로 표시되며, :guilabel:`새로 만들기`, :guilabel:`실행 중`, :guilabel:`만료`" -" 및 :guilabel:`취소됨` 의 네 가지 카테고리 그룹으로 되어 있습니다." - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." -msgstr "" -"기본 보기에서는 모든 카테고리가 접혀 있습니다. 카테고리별 계약서 수는 카테고리 이름 옆에 표시됩니다 (예: `실행 중 (20)`). " -"카테고리 아래에 있는 계약서 목록을 보려면 해당 카테고리를 클릭합니다. 목록이 아래쪽으로 펼쳐지며 아래에 있는 모든 계약서가 표시됩니다." #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" @@ -11702,39 +11792,38 @@ msgid "" "issues." msgstr "실행 중인 계약 및 문제가 있는 계약이 나타나 있는 계약서 현황판 보기" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "*급여* 앱에 있는 계약서 목록은 *임직원 관리* 앱에 있는 계약서 목록과 동일합니다." -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "새 계약서 만들기" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -"직원에게 급여를 지급하려면 계약이 진행 중이어야 합니다. 새로 계약을 해야 하는 경우에는 :guilabel:`계약` 현황판에서 " -":guilabel:`새로 만들기` 버튼을 클릭합니다. 내용을 입력할 수 있는 계약서 양식이 나타납니다." -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr ":guilabel:`계약 참조`: 계약 이름이나 제목을 `홍길동 계약서`와 같이 입력합니다.**필수** 입력 항목입니다." -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr ":guilabel:`직원`: 드롭다운 메뉴를 사용하여 계약이 적용될 직원을 선택합니다." -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -11744,7 +11833,7 @@ msgstr "" ":guilabel:`계약 시작일`: 계약이 시작되는 날짜입니다. 날짜를 선택하려면 드롭다운 메뉴를 클릭하고 :guilabel:`< > " "(화살표)` 아이콘으로 알맞은 월과 연도로 이동하여 원하는 날짜를 클릭합니다. **필수** 입력 항목입니다." -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " @@ -11753,13 +11842,14 @@ msgstr "" ":guilabel:`계약 종료일`: 특정한 날짜로 계약이 종료되는 경우에는 드롭다운 메뉴를 클릭하고 :guilabel:`< > " "(화살표)` 아이콘으로 알맞은 월과 연도로 이동하여 원하는 날짜를 클릭합니다." -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr ":guilabel:`근무 스케줄`: 드롭다운 메뉴에 있는 근무 스케줄 중에서 선택합니다. **필수** 입력 항목입니다." -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -11771,7 +11861,7 @@ msgstr "" ":menuselection:`급여 앱 --> 환경 설정 --> 근무 스케줄` 로 이동합니다. :guilabel:`새로 만들기` 를 " "클릭하여 새로운 근무 스케줄을 생성하거나 기존 근무 스케줄을 클릭하여 편집합니다." -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " @@ -11780,13 +11870,13 @@ msgstr "" ":guilabel:`근무 항목 출처`: :doc:`근무 항목 ` 을 생성하는 방법을 선택합니다. **필수** " "입력 항목입니다. 항목 옆에 있는 선택 버튼을 클릭합니다. 다음과 같은 옵션 중에서 선택합니다." -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr ":guilabel:`근무 스케줄`: 선택한 :guilabel:`근무 스케줄`에 따라 근무 항목이 생성됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " @@ -11794,7 +11884,7 @@ msgid "" msgstr "" ":guilabel:`근태`: 근무 항목은 *근태* 애플리케이션의 직원 체크인 기록을 기준으로 생성됩니다 (*근태* 애플리케이션 필수)." -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " @@ -11803,7 +11893,7 @@ msgstr "" ":guilabel:`일정 수립`: 근무 항목은 *일정 수립* 애플리케이션에서 직원이 계획한 스케줄을 기준으로 근무 항목이 생성됩니다 " "(*일정 수립* 애플리케이션 필수)." -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -11814,19 +11904,19 @@ msgstr "" ":guilabel:`직원` 또는 :guilabel:`근로자` 입니다. 필요한 경우 :ref:`새 급여 구조 유형 ` 을 생성할 수 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr ":guilabel:`부서`: 드롭다운 메뉴에서 계약이 적용될 부서를 선택합니다." -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr ":guilabel:`직위`: 드롭다운 메뉴에서 계약이 적용될 직위를 선택합니다." -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -11836,11 +11926,11 @@ msgstr "" "선택한 :guilabel:`직위` 용 계약서 템플릿이 특정 :guilabel:`급여 구조 유형` 과 연결되어 있는 경우에는 " ":guilabel:`급여 구조 유형` 이 해당 :guilabel:`직위` 에 연결된 유형으로 변경됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr ":guilabel:`급여에 대한 임금`: 직원의 월 급여를 입력합니다." -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " @@ -11849,7 +11939,7 @@ msgstr "" ":guilabel:`계약 유형`: 드롭다운 메뉴에서 :guilabel:`정규직`, :guilabel:`임시직`, " ":guilabel:`기간제`, :guilabel:`풀타임` 또는 :guilabel:`파트타임` 중 하나를 선택합니다." -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." @@ -11857,64 +11947,93 @@ msgstr "" "새로운 계약서를 생성할 때 작성해야 하는 새 계약서 양식으로, 필수 항목은 빨간색으로\n" "윤곽이 표시되어 있습니다." +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." -msgstr "일반 정보 섹션이 입력되어 있으며 필수 항목은 빨간색으로 강조 표시되어 있습니다." - -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "급여 정보 탭" - -#: ../../content/applications/hr/payroll/contracts.rst:99 -msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:98 +msgid "" +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -"이 섹션에서는 구체적인 급여 세부 정보가 지정됩니다. 이 섹션은 국가별로 상이하므로 회사가 위치하는 소재지에 따라 내용은 달라질 수 " -"있습니다." #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" -msgstr "다음은 일반적인 사항으로 모든 현지화에 적용될 수 있습니다." - -#: ../../content/applications/hr/payroll/contracts.rst:106 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 +msgid "" +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" -":guilabel:`급여 스케줄`: 드롭다운 메뉴를 사용하여 직원에게 급여를 지급하는 주기를 선택합니다. :guilabel:`매년`, " -":guilabel:`반년`, :guilabel:`분기별`, :guilabel:`격월`, :guilabel:`월별`, " -":guilabel:`반월`, :guilabel:`격주`, :guilabel:`매주` 또는 :guilabel:`매일` 중에서 선택할 수 " -"있습니다." #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" -":guilabel:`임금`: 직원의 총 임금을 입력합니다. :guilabel:`임금` 에 대한 지표는 :guilabel:`급여 스케줄` " -"에 선택된 항목을 기준으로 합니다." #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr ":guilabel:`CDD` 는 시작일과 종료일이 모두 지정된 계약입니다." + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" -":guilabel:`급여 스케줄` 을 :guilabel:`연간` 으로 선택한 경우에는 :guilabel:`임금` 필드가 `$0.00/년`" -" 형식으로 나타납니다. :guilabel:`급여 스케줄` 을 :guilabel:`격주` 로 설정되면 :guilabel:`임금` 필드는 " -"`$0.00/격주` 형식이 됩니다." +":guilabel:`PFI` 는 교육을 해야 하는 직원을 채용할 때 사용되는 벨기에 전용 계약으로, 교육 기간을 구체적으로 명시하고 " +"있습니다." #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -11927,7 +12046,7 @@ msgstr "" ":guilabel:`임금` 필드가 이에 맞추어 업데이트됩니다. 필드를 수정하는 경우 :guilabel:`임금` 및 " ":guilabel:`연간 비용 (실제)` 이 모두 정확하게 되어 있는지 확인하세요." -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -11939,21 +12058,41 @@ msgstr "" "기준으로 계산됩니다." #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "새 계약에 대한 선택 항목 탭" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "계약 세부 정보 탭" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." -msgstr "계약 세부 정보 섹션에서는 계약을 추가하거나 편집할 수 있으며 승인 및 서명을 할 수 있도록 직원에게 계약서를 전송합니다." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." +msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " @@ -11962,13 +12101,13 @@ msgstr "" ":guilabel:`계약서 템플릿`: 드롭다운 메뉴에서 기존 계약서 템플릿을 선택합니다. 보통 계약서 템플릿은 환경 설정 메뉴를 통해 " "생성하며 *문서* 애플리케이션에 저장됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr ":guilabel:`HR 담당자`: 드롭다운 메뉴에서 계약서 확인 담당자를 선택합니다. 필수 입력 항목입니다." -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" @@ -11977,7 +12116,7 @@ msgstr "" ":guilabel:`새 계약 문서 템플릿`: 드롭다운 메뉴에서 신입 직원 계약에 대해서 수정할 계약서를 선택합니다. 이 문서는 *전자 " "서명* 애플리케이션에 저장됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " @@ -11986,7 +12125,7 @@ msgstr "" ":guilabel:`계약 문서 업데이트 템플릿`: 직원의 기존 계약서를 변경해야 하는 경우에는 드롭다운 메뉴에서 계약을 선택합니다. 이 " "문서는 *전자 서명* 애플리케이션에 저장됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -12001,11 +12140,11 @@ msgstr "" "<../../general/apps_modules>` 과 함께 *전자 서명* 애플리케이션이 설치된 경우에만 표시됩니다. 계약서 템플릿은 " "*전자 서명* 애플리케이션에 저장됩니다. 계약서에 서명을 하려면 반드시 애플리케이션을 설치해야 합니다." -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "회계 섹션" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " @@ -12014,36 +12153,36 @@ msgstr "" ":guilabel:`분석 계정`: 드롭다운 메뉴에서 계약이 적용될 계정을 선택합니다. 계정을 알맞게 선택했는지 확인하려면 회계 부서에 " "확인하는 것이 좋습니다." -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "파트타임 섹션" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" ":guilabel:`파트타임`: 파트타임으로 근무하는 직원인 경우에는 확인란을 선택합니다. 활성화하면 추가 필드가 나타납니다." -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr ":guilabel:`% (백분율)`: 풀타임 직원 대비 직원이 근무하는 시간의 비율을 입력합니다." -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr ":guilabel:`표준 캘린더`: 드롭다운 메뉴에서 일반적인 풀타임 근로자에게 적용되는 근무 시간을 선택합니다." -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr ":guilabel:`파트타임 근무 입력 유형`: 근무 항목 유형을 선택하면 나머지 시간이 풀타임 근무 스케줄이 됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -12056,11 +12195,11 @@ msgstr "" "(40시간의 50% = 20시간). 이 직원의 근무 항목 유형을 `파트타임`으로 20시간의 근무 항목을 생성하고, 근무 항목 유형으로 " "`일반 휴가`를 20시간으로 근무 항목을 생성하면 총 40시간의 근무 항목이 생성됩니다." -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "메모 섹션" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -12070,31 +12209,51 @@ msgstr ":guilabel:`메모`: 나중에 참조할 수 있도록 직원 계약에 msgid "Contract details in optional tabs for a new contract." msgstr "선택 항목 탭에 있는 새 계약에 대한 계약서 세부 정보" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "개인 문서 탭" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -":ref:`일반 정보 섹션 `에서 :guilabel:`직원` 을 선택할 경우 :guilabel:`개인 " -"문서` 탭이 나타납니다." -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -"보관해야 할 문서가 있는 경우에는 :guilabel:`개인 문서` 탭에 추가합니다. 설치된 애플리케이션과 직원에게 제공 (및 부여)되는 " -"복리후생 종류에 따라서 파일을 추가할 수 있도록 선택 사항이 여러 가지로 달라지게 됩니다. :guilabel:`이미지` 항목은 항상 " -"표시되며 사용할 수 있게 기본적으로 설정되어 있습니다.." -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " @@ -12103,244 +12262,161 @@ msgstr "" "보관할 문서 옆에 있는 :guilabel:`파일 업로드` 버튼을 클릭하고 파일을 찾아서 :guilabel:`열기` 를 클릭하고 문서를 " "선택하여 탭에 추가합니다." -#: ../../content/applications/hr/payroll/contracts.rst:211 +#: ../../content/applications/hr/payroll/contracts.rst:238 msgid "Modifying contract templates" msgstr "계약서 템플릿 수정하기" -#: ../../content/applications/hr/payroll/contracts.rst:213 +#: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" "Contracts templates can be modified at any point when changes are needed." msgstr "계약서 템플릿은 변경해야 할 경우 언제든지 수정할 수 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -"계약서 템플릿을 수정하려면 기본 급여 문서의 :ref:`계약서 템플릿 ` 섹션을 " -"참조하세요." -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "급여 압류" - -#: ../../content/applications/hr/payroll/contracts.rst:221 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." msgstr "" -"자녀 양육비 지급이나 임금 압류 등 직원에 대한 자동 공제 또는 배분이 발생하는 것을 *급여 압류* 라고 합니다. " -":menuselection:`급여 앱 --> 계약서 --> 급여 압류` 로 이동하여 현재 설정되어 있는 모든 급여 압류 목록을 확인할 수" -" 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:225 +#: ../../content/applications/hr/payroll/contracts.rst:247 msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." msgstr "" -"모든 급여 압류 항목이 관련된 세부 내용과 함께 모두 표시됩니다. 압류 항목의 :guilabel:`상태` 는 가장 오른쪽에 있는 열에 " -"색상으로 구분되어 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:228 +#: ../../content/applications/hr/payroll/contracts.rst:249 msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" -"현재 급여 압류 중인 항목은 :guilabel:`상태` 가 :guilabel:`실행 중` 으로 초록색으로 표시됩니다. 상환이 전액 " -"완료되어서 더 이상 활성화 상태가 아닌 급여 압류 항목은 :guilabel:`상태` 가 :guilabel:`완료` 이자 파란색으로 " -"표시됩니다. 급여 압류가 취소된 경우에는 :guilabel:`상태`가 :guilabel:`취소됨` 이 되며 빨간색으로 표시됩니다." - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "급여 압류 항목에 대한 상태가 표시되어 있는 목록 보기" - -#: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" -msgstr "새 급여 압류 항목" - -#: ../../content/applications/hr/payroll/contracts.rst:240 -msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" -msgstr "" -":guilabel:`급여 압류` 페이지에서 새 급여 압류 파일을 생성하려면 :guilabel:`새로 만들기` 를 클릭합니다. 그러면 빈 " -"급여 압류 양식이 로드됩니다. 다음 내용을 양식에 입력합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." -msgstr ":guilabel:`직원`: 드롭다운 메뉴를 사용하여 급여 압류를 적용할 직원을 추가합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:248 -msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." -msgstr "" -"급여 압류 정보가 같은 경우에는 직원을 여러 명 추가할 수 있습니다. 직원이 모두 추가되면 양식 상단에 :guilabel:`개별 압류 " -"파일 만들기` 버튼이 나타납니다." #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -"양식 작성이 완료되면 :guilabel:`개별 압류 파일 만들기` 버튼을 클릭하여 항목에 있는 직원별로 별도의 급여 압류 파일을 " -"생성합니다." -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -"직원 항목에 직원이 여러 명 추가될 경우에 나타나는 개별 압류 파일\n" -"만들기 버튼" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" -"시간을 절약할 수 있는 방법으로, 별도의 급여 압류 파일을 개별적으로 생성할 필요가 없습니다. 이 방법을 통해 일괄적으로 파일을 " -"생성합니다." #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." -msgstr ":guilabel:`설명`: 특정한 급여 압류 유형에 대한 설명을 입력합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -":guilabel:`유형`: 드롭다운 메뉴에서 :ref:`급여 압류 유형 ` " -"을 선택합니다. 기재된 선택 항목은 환경 설정 메뉴에서 설정되어 있는 급여 압류 유형에서 가져옵니다." +"편집이 끝나면 :guilabel:`저장` 버튼을 클릭합니다. 선택한 계약서 템플릿에 대한 모든 정보가 :guilabel:`급여 정보` " +"탭에 있는 항목에 입력됩니다. 해당되는 경우 :guilabel:`개인 문서` 와 같은 추가 탭이 나타납니다." -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" -":guilabel:`시작일`: 급여 압류가 시작되는 날짜를 입력합니다. 기본적으로 현재 월의 1일이 입력됩니다. 날짜를 클릭하면 달력이 " -"표시됩니다. :guilabel:`< > (화살표)` 아이콘을 사용하여 알맞은 월과 연도로 이동한 후 날짜를 클릭하여 선택합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." -msgstr "" -":guilabel:`문서`: 급여 압류에 필요한 문서가 있는 경우 :guilabel:`파일 업로드` 버튼을 클릭하면 파일 탐색기가 " -"나타납니다. 파일을 확인한 후 :guilabel:`열기` 를 클릭하여 선택하고 양식에 첨부합니다." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" +msgstr "급여 정보" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." -msgstr ":guilabel:`월별 금액`: 이 급여 압류 항목에 대해 매달 급여에서 공제할 금액을 입력합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:276 -msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -":guilabel:`예상 종료일`: 이 항목은 :guilabel:`월별 금액` 이 입력된 경우에만 표시되며, :guilabel:`유형` " -"이 :guilabel:`자녀 양육비` 로 설정되지 **않은** 경우에만 나타납니다. 이 날짜는 급여 압류가 종료될 것으로 예상되는 " -"날짜이며 :guilabel:`월별 금액` 및 :guilabel:`총액` 을 모두 입력하면 자동으로 계산됩니다. 지불해야 하는 금액과 매월" -" 해당 금액에 대해 지불되는 금액을 기준으로 계산됩니다. :guilabel:`월별 금액` 또는 :guilabel:`총 금액` 이 변경되는" -" 경우에는 자동으로 업데이트됩니다. 이 항목은 수정할 수 **없습니다**." -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -":guilabel:`총액`: 총 지불 금액을 입력합니다. :guilabel:`유형` 으로 :guilabel:`자녀 양육비` 를 선택한 " -"경우에는 이 항목이 나타나지 **않습니다**." -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." -msgstr "압류 유형별로 새로운 줄에 입력합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -"급여 압류에 대한 총 금액 지불이 완료되면 개별 급여 압류 항목으로 이동하여 양식 상단에 있는 :guilabel:`완료로 표시` 버튼을 " -"클릭합니다. 그러면 상태가 :guilabel:`완료됨` 으로 변경되고, 더 이상 직원 급여에서 압류 항목이 공제되지 않습니다." -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "오퍼" - -#: ../../content/applications/hr/payroll/contracts.rst:299 -msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." -msgstr "계약서를 작성하거나 수정한 경우에는 **반드시** 계약서를 직원에게 전송하여 수락 및 서명하도록 합니다." - -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" -msgstr "오퍼 보내기" - -#: ../../content/applications/hr/payroll/contracts.rst:305 -msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -"개별 계약서를 열려면 :menuselection:`급여 앱 --> 계약서 -> 계약서` 로 이동하여 계약서를 클릭하면 계약서 양식이 " -"열립니다. 페이지 상단의 :guilabel:`오퍼 생성` 버튼을 클릭하면 :guilabel:`시뮬레이션 링크 생성` 팝업 양식이 " -"나타납니다." + +#: ../../content/applications/hr/payroll/contracts.rst:288 +msgid "" +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:292 +msgid "" +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" +msgstr "계약서 저장 및 보내기" + +#: ../../content/applications/hr/payroll/contracts.rst:298 +msgid "" +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" +"계약서를 생성하거나 수정한 후 :guilabel:`저장` 버튼을 클릭하여 계약서를 저장합니다. 그 다음 계약서는 반드시 서명할 직원에게 " +"전송해야 합니다." + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" +msgstr "다음 버튼 중 하나를 클릭하여 직원에게 계약서를 전송합니다." #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "버튼 중에서 선택하여 직원에게 계약서를 전송합니다." -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -":guilabel:`시뮬레이션 링크 생성` 팝업 양식에는 계약서에서 가져온 모든 정보가 있으며 여기에는 :guilabel:`계약서 " -"템플릿`, :guilabel:`직위`, :guilabel:`직책`, :guilabel:`부서`, :guilabel:`계약 시작일`, " -":guilabel:`기본 차량`, :guilabel:`계약 유형`, :guilabel:`연간 비용` 등이 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " @@ -12349,21 +12425,23 @@ msgstr "" "팝업 양식 하단에는 :guilabel:`링크 만료일` 이 있습니다. 이 날짜는 계약 오퍼가 유효한 기간을 나타냅니다. 기본값으로 " "'30일' 이 미리 입력되어 있으나 수정할 수 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -":guilabel:`이메일로 보내기` 버튼을 클릭하면 :guilabel:`오퍼 이메일 보내기` 템플릿 팝업 창이 나타납니다. 이메일내용을" -" 수정하고 필요한 추가 문서가 있으면 첨부한 다음 :guilabel:`보내기` 를 클릭하여 제안서를 전송합니다." -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." -msgstr "오퍼를 전송하기 위한 이메일 템플릿 팝업" +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." +msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " @@ -12372,88 +12450,113 @@ msgstr "" ":guilabel:`시뮬레이션 링크 생성` 을 사용하여 계약서를 보내려면 직원에게 전송할 계약서 PDF에 직원이 서명할 수 있는 서명란이" " **반드시** 있어야 합니다." +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "급여 압류" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" +"자녀 양육비, 임금 압류와 같이 직원에 대한 자동 공제 또는 할당을 *급여 압류* 라고 합니다. 이 섹션에서는 이와 같은 공제 또는 할당" +" 항목을 설정할 수 있습니다." + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" -msgstr "채용 오퍼 수락하기" - -#: ../../content/applications/hr/payroll/contracts.rst:338 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." -msgstr "오퍼 이메일을 받으면 제안을 수락하고 계약서에 서명할 수 있습니다." - -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -"오퍼 이메일에서 :guilabel:`패키지 환경 설정` 버튼을 클릭하면 오퍼가 새 탭에 로드됩니다. 요청된 내용을 양식에 입력합니다. " -"그런 다음 :guilabel:`계약서 검토 및 서명` 버튼을 클릭하여 서명 절차를 시작합니다." -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" +msgstr "다음과 같이 양식을 작성합니다." + +#: ../../content/applications/hr/payroll/contracts.rst:345 +msgid "" +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" -"계약서 왼쪽 상단에 있는 :guilabel:`시작하려면 클릭하세요` 버튼을 클릭합니다. 안내에 따라 요청받은 대로 서명 을 완료합니다. " -"계약서는 :guilabel:`패키지 환경 설정` 페이지에 입력한 내용대로 자동으로 입력됩니다. 완료되면 계약서 하단에 있는 " -":guilabel:`완료된 문서 확인 및 보내기` 버튼을 클릭합니다." #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -"(예비) 직원이 문서에 서명하면 그 다음 단계로 경영자 측에서 계약에 서명합니다. 경영자 측 서명은 *전자 서명* 애플리케이션에서 바로 " -"서명이 완료됩니다." -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." -msgstr "서명 준비가 되어 있는 계약 오퍼에 시작하려면 클릭하세요 버튼이 강조 표시되어 있는 모습" - -#: ../../content/applications/hr/payroll/contracts.rst:357 -msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -"현지화 설정에 따라 :guilabel:`패키지 환경 설정` 탭에 있는 오퍼 항목 중 사용자 지정을 할 수 있는 항목도 있습니다." -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "오퍼 보기" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -"현재 제안된 내용을 보려면 :menuselection:`급여 앱 --> 계약서 --> 오퍼` 로 이동합니다. 그러면 모든 오퍼가 상태별 " -"그룹으로 목록 보기에 표시되고 각 상태 카테고리에 있는 오퍼 수가 표시됩니다. 상태는 :guilabel:`전체 서명 완료`, " -":guilabel:`부분 서명`, :guilabel:`진행 중` 및 :guilabel:`만료됨` 입니다." -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -"특정 상태에 있는 오퍼를 확인하려면 상태를 클릭하여 목록을 확장합니다. 해당 상태에 맞는 오퍼가 없는 경우에는 목록에 상태가 표시되지 " -"않습니다." -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." -msgstr "상태별 그룹으로 되어 있는 제안서 목록 보기" +#: ../../content/applications/hr/payroll/contracts.rst:358 +msgid "" +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." +msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 msgid "Payslips" @@ -14182,11 +14285,11 @@ msgid "" ":guilabel:`Today` button." msgstr "언제든지 현재 날짜가 포함된 화면 보기로 돌아가려면 :guilabel:`오늘` 버튼을 클릭합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "새 근무 항목 추가하기" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" @@ -14195,11 +14298,11 @@ msgstr "" "병가 등 누락된 근무 항목을 추가해야 하는 경우 또는 직원이 교대근무 출퇴근 기록을 하는 것을 잊어버린 경우 :guilabel:`근무 " "항목` 현황판에서 :guilabel:`새로 만들기` 를 클릭하여 새 작업 항목을 생성합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "근무 항목 :guilabel:`만들기` 팝업 양식이 나타납니다." -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" @@ -14208,13 +14311,13 @@ msgstr "" ":guilabel:`설명`: `병가` 와 같이 근무 항목에 대한 간단한 설명을 입력합니다. 항목을 비워둘 경우 직원을 선택하면 자동으로 " "입력됩니다. 기본 항목은 '근태: (직원)' 입니다." -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr ":guilabel:`직원`: 드롭다운 메뉴를 사용하여 근무 항목을 사용할 직원을 선택합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." @@ -14222,7 +14325,7 @@ msgstr "" ":guilabel:`근무 항목 유형`: 드롭다운 메뉴를 사용하여 :ref:`근무 항목 유형 ` 을 선택합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." @@ -14230,7 +14333,7 @@ msgstr "" ":guilabel:`시작` 및 :guilabel:`종료`: 근무 항목과 관련된 시작 (:guilabel:`시작`) 및 종료 " "(:guilabel:`종료`) 날짜와 시간을 입력합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -14241,20 +14344,20 @@ msgstr "" "화살표)` 및 :guilabel:`> (오른쪽 화살표)` 아이콘으로 알맞은 월과 연도로 이동하여 날짜를 선택한 다음 해당 날짜를 " "클릭합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "그런 다음 달력 하단에 있는 시간 또는 분 필드를 클릭하여 시간을 선택하며 해당 시간에 맞추어 시간과 분을 선택합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "정확한 날짜와 시간이 입력되었는지 확인한 후 :guilabel:`적용` 버튼을 클릭합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " @@ -14263,7 +14366,7 @@ msgstr "" ":guilabel:`소요 기간`: :guilabel:`종료` 및 :guilabel:`시작` 항목을 기반으로 기간을 표시합니다. 이 항목을" " 수정하면 :guilabel:`종료` 필드가 수정됩니다 (:guilabel:`시작` 필드는 변경되지 않음)." -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -14273,11 +14376,11 @@ msgstr "원하는 정보를 입력한 후 :guilabel:`저장 후 닫기` 를 클 msgid "Filling in the work entry Create form in Odoo." msgstr "Odoo의 근무 항목 만들기에서 양식을 작성합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "충돌" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -14287,7 +14390,7 @@ msgstr "" "병가나 휴가와 같은 신청 사항이 아직 승인 전이거나 필수 항목 누락 등 근무 항목에 오류가 있는 경우 충돌이 발생하게 됩니다. 충돌 " "문제는 급여명세서를 생성하기 전에 해결해야 합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -14297,7 +14400,7 @@ msgstr "" "충돌 문제를 해결해야 하는 근무 항목은 모두 기본 :guilabel:`근무 항목` 현황판에 표시되며, :menuselection:`급여 " "앱 --> 근무 항목 --> 근무 항목`으로 이동하여 액세스할 수 있습니다. 기본값으로 해결해야 하는 충돌 항목만 표시됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -14311,13 +14414,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "충돌 행 중에서 충돌 세부 정보가 나타나 있는 항목" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "충돌에 대한 내용은 :guilabel:`열기` 팝업 창에 있는 주황색 텍스트 상자에 간략하게 설명되어 있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -14329,7 +14432,7 @@ msgstr "" "오른쪽에는 :guilabel:`시작` 및 :guilabel:`종료` 날짜 및 시간 범위와 :guilabel:`소요 기간` 필드의 총 시간" " (시간 단위)이 표시됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -14342,11 +14445,11 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "편집을 클릭하면 나타나는 충돌 팝업창 세부 내용" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "휴가 충돌" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " @@ -14355,7 +14458,7 @@ msgstr "" "가장 일반적으으로 근무 충돌 문제가 발생하는 상황은 휴가 신청서를 제출하였으나 아직 승인이 되지 않은 상태에서, 해당 직원에 대해 근무 " "항목이 중복하여 발생하는 경우입니다 (휴가 항목 및 일반 근무 항목)." -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " @@ -14364,17 +14467,17 @@ msgstr "" "휴가 신청 기간과 동일한 기간에 이미 일반 근무 항목이 입력되어 있어서 시스템에서 충돌이 발생하는 경우, 휴가 신청은 " ":guilabel:`휴가` 필드에 입력됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "휴가가 충돌되는 경우 근무 항목 팝업창이나 상세 휴가 신청 팝업창에서 해결할 수 있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "근무 항목 문제 해결하기" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " @@ -14383,7 +14486,7 @@ msgstr "" "이 근무 항목 팝업창에서 휴가 충돌 문제를 해결하려면 :guilabel:`휴가 승인` 버튼을 클릭하여 휴가 신청서를 승인하고 근무 시간 " "충돌을 해결합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -14393,11 +14496,11 @@ msgstr "" ":guilabel:`휴가 승인` 및 :guilabel:`휴가 반려` 버튼이 사라집니다. :guilabel:`저장 후 닫기` 버튼을 " "클릭하여 팝업창을 닫습니다. 충돌 문제가 해결되었으므로 :guilabel:`근무 항목` 현황판에서 충돌이 없어집니다." -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "휴가 신청서 문제 해결하기" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -14408,7 +14511,7 @@ msgstr "" ":guilabel:`내부 링크` 버튼을 클릭하면 새로운 팝업창으로 휴가 신청서 세부 정보가 나타납니다. 필요한 경우 신청서를 수정할 수 " "있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -14421,19 +14524,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "휴가 신청서 세부 양식" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "이제 :guilabel:`휴가 승인` 버튼은 숨겨지고 :guilabel:`휴가 반려` 버튼만 표시됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "실수로 승인한 경우 여기에서 :guilabel:`휴가 반려` 버튼을 클릭하여 신청을 반려할 수 있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -14443,11 +14546,11 @@ msgstr "" "휴가 창에서 휴가 승인이 완료되었으므로 오른쪽 상단에 있는 :guilabel:`X` 를 클릭하여 창을 닫습니다. 충돌 문제가 해결되어 " ":guilabel:`근무 항목` 현황판에서 충돌 항목이 사라지게 됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "근무 항목 다시 생성하기" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " @@ -14456,7 +14559,7 @@ msgstr "" "근무 항목을 다시 생성하면 해결이 완료된 충돌 문제 건와 같은 수동 변경 사항을 덮어쓰게 되고, 해당 근무 항목을 생성한 애플리케이션에서" " 근무 항목이 다시 생성 (또는 다시 만들기)됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -14469,7 +14572,7 @@ msgstr "" "` 을 개별적으로 해결하는 것은 *가능하나* 다른 애플리케이션에서 충돌이 발생하는 경우 다른 " "애플리케이션 자료도 정확한지 확인하는 것이 가장 좋습니다. 따라서 충돌이 발생한 애플리케이션에서 충돌을 해결하는 것이 좋습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" @@ -14478,13 +14581,13 @@ msgstr "" "이 방법을 권장하는 다른 이유로는 근무 항목이 다시 생성될 때 관련 애플리케이션의 문제가 해결되지 **않으면** 다시 충돌 문제가 " "발생하기 때문입니다." -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "먼저 특정 애플리케이션에서 발생한 근무 항목 충돌 문제가 해결되었는지 확인합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " @@ -14493,7 +14596,7 @@ msgstr "" "다음으로 :guilabel:`근무 항목` 현황판 상단에 있는 :guilabel:`근무 항목 다시 생성` 버튼을 클릭하면 " ":guilabel:`근무 항목 다시 생성` 팝업창이 나타납니다." -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " @@ -14502,7 +14605,7 @@ msgstr "" "드롭다운 메뉴에서 근무 항목을 다시 생성하려면 :guilabel:`직원` 을 선택한 후 날짜 범위가 정확하게 표시되도록 " ":guilabel:`시작` 및 :guilabel:`종료` 필드를 조정합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -14512,7 +14615,7 @@ msgstr ":guilabel:`근무 항목 재생성` 버튼을 클릭하면 근무 항목 msgid "Regenerate a work entry for a particular employee." msgstr "특정 직원에 대한 근무 항목을 다시 생성합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " @@ -14521,7 +14624,7 @@ msgstr "" "잘못해서 직원이 두 개의 워크스테이션에 동시에 할당되었기 때문에, *일정 관리* 앱에서 생성된 근무 항목에 오류가 있습니다. 이 문제는 " "*급여* 앱이 아니라 *일정 관리* 앱에서 수정해야 합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -14531,7 +14634,7 @@ msgstr "" "이 문제를 해결하려면 *일정 관리* 앱에서 직원 스케줄을 수정하여 직원이 하나의 워크스테이션에만 알맞게 할당되게 합니다. 그런 다음 " "*급여* 앱에서 특정 기간 동안의 직원 근무 항목을 다시 생성합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" @@ -14540,11 +14643,11 @@ msgstr "" "그런 다음 *급여* 앱으로 *일정 관리* 앱에서 수정된 새로운 데이터를 가져와서 해당 직원에 대한 근무 항목을 다시 알맞게 생성합니다. " "이제 해당 직원에 대한 충돌이 모두 해결됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "급여명세서 생성" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -14555,7 +14658,7 @@ msgstr "" ":guilabel:`충돌` 하는 필터가 삭제되었는지 확인합니다. 원하는 급여 기간이 표시되면 :guilabel:`급여 명세서 생성` " "버튼을 클릭합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -14565,19 +14668,19 @@ msgstr "" ":guilabel:`급여 명세서 생성` 버튼이 활성화되어 있지 않는 경우 (진한 보라색 대신 연한 보라색으로 표시됨) 충돌이 있거나 선택" " 날짜에 현재일 이후 날짜가 포함되어 있을 수 있습니다. 급여명세서를 생성하기 전에 충돌을 모두 해결하세요." -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr ":guilabel:`급여 명세서 생성` 버튼을 클릭하면 선택한 기간에 대한 일괄 항목이 별도의 페이지에 나타납니다." -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "일괄 항목 이름은 기본값 `(날짜)부터 (날짜)까지` 형식으로 :guilabel:`일괄 항목명` 에 입력됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " @@ -14586,13 +14689,13 @@ msgstr "" "급여명세서에 적용되는 날짜 범위는 :guilabel:`기간` 필드에 표시되고 회사는 :guilabel:`회사` 필드에 표시됩니다. 이 " "양식은 변경할 수 **없습니다**." -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "급여명세서를 일괄 생성하려면 :guilabel:`초안 항목 만들기` 버튼을 클릭합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -14602,11 +14705,11 @@ msgstr "일괄 처리되어 있는 급여명세서를 모두 보려면 페이지 msgid "Information that appears when generating payslips." msgstr "급여명세서를 생성할 때 표시되는 정보" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "급여명세서 인쇄" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." @@ -14614,7 +14717,7 @@ msgstr "" "급여명세서를 인쇄하려면 먼저 일괄 항목의 양식에 있는 :guilabel:`급여명세서` 스마트 버튼을 클릭하여 개별 급여명세서 내용을 " "확인합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -14624,7 +14727,7 @@ msgstr "" "다음으로, 인쇄할 급여명세서를 :guilabel:`급여명세서` 목록에서 선택합니다. 인쇄할 각각의 급여명세서 옆에 있는 상자를 클릭하거나" " :guilabel:`참조` 열 제목 왼쪽에 있는 상자를 클릭하여 목록에 있는 급여명세서를 한 번에 모두 선택합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -14634,17 +14737,17 @@ msgstr ":guilabel:`인쇄` 버튼을 클릭하면 지정된 급여명세서를 msgid "Print button for printing the payslips." msgstr "급여명세서를 인쇄할 수 있는 인쇄 버튼" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "급여명세서를 목록에서 선택하기 전까지는 :guilabel:`인쇄` 버튼이 나타나지 **않습니다.**" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "휴가 보고" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -14654,7 +14757,7 @@ msgstr "" "이미 급여명세서 작업을 완료한 기간에 대해 휴가 신청이 들어온 경우, *급여* 앱에 있는 *휴가* 페이지에 휴가 신청이 나타나며, " ":menuselection:`급여 --> 업무 항목 --> 휴가 보고` 에서 확인할 수 있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -14664,7 +14767,7 @@ msgstr "" ":guilabel:`휴가` 페이지에서 신청 상태가 :guilabel:`다음 급여명세서로 이월` 로 표시됩니다. 직원에게 해당 날짜에 대한" " 급여가 이미 지급이 되었고, 일반 근무일로 근무 시간이 기록되었기 때문입니다." -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -14674,7 +14777,7 @@ msgstr "" "직원에게 남은 휴가를 정확하게 관리하려면 **반드시** 다음 급여 기간에 휴가 신청 내역을 적용해야 합니다. 이렇게 하면 휴가 신청 " "일수를 최신 상태로 유지할 수 있을 뿐만 아니라 근무 항목을 다시 입력하거나 급여를 취소한 후 다시 지급하지 않아도 됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -14689,7 +14792,7 @@ msgstr "" "급여명세서를 취소하여 작업 항목을 수정하고 급여를 다시 지급하는 대신 Odoo에서는 이러한 휴가의 경우에는 다음 급여 기간에 적용될 수 " "있도록 허용하고 있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " @@ -14698,7 +14801,7 @@ msgstr "" "다음 급여명세서로 이월되는 휴가 신청 내역을 전부 확인하려면 :menuselection:`급여 앱 --> 근무 항목 --> 휴가 보고` " "로 이동합니다. 보고서의 기본 필터는 :guilabel:`이월 항목` 입니다." -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -14713,11 +14816,11 @@ msgid "" "generated." msgstr "급여명세서가 생성된 후에 승인된 휴가 신청 목록" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "여러 건의 휴가 이월하기" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " @@ -14726,7 +14829,7 @@ msgstr "" "이월할 근무 항목을 선택하려면 근무 항목 줄 왼쪽에 있는 상자를 클릭합니다. 목록에 있는 근무 항목을 전부 선택하려면 목록 상단에 있는 " ":guilabel:`직원` 열 제목 왼쪽에 있는 상자를 클릭합니다." -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -14736,7 +14839,7 @@ msgstr "" "근무 항목을 선택하면 보고서 상단에 :guilabel:`(#)개 선택` 버튼과 :guilabel:`활동` 이라는 두 개의 버튼이 " "나타납니다. :guilabel:`(#)개 선택` 버튼은 현재 선택한 항목 수입니다." -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -14752,23 +14855,23 @@ msgid "" "are made." msgstr "항목을 선택한 후 표시된 활동 버튼 및 선택 개수 버튼" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "개별 휴가 항목 연기하기" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr ":guilabel:`보고할 휴가` 목록에 있는 휴가 신청은 개별적으로 연기할 수 있습니다." -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "개별 휴가 신청 항목을 클릭하면 신청에 대한 상세 정보를 불러옵니다." -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" @@ -14777,7 +14880,7 @@ msgstr "" "신청한 휴가에 대한 구체적인 세부 정보는 왼쪽에 표시되고 직원의 전체 휴가 신청 상황은 오른쪽에 표시됩니다 (왼쪽에 있는 휴가 세부 정보" " 포함)." -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -14789,7 +14892,7 @@ msgstr "" ":guilabel:`다음 달에 보고` 버튼이 사라지고 :guilabel:`급여명세서 상태`가 :guilabel:`다음 급여명세서로 이월`" " 에서 :guilabel:`현재 급여명세서에서 계산됨` 으로 변경됩니다." -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -14800,7 +14903,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "연기해야 하는 개별 휴가 신청에 대한 세부 정보" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr ":ref:`근무 항목 환경 설정 `" @@ -15619,7 +15722,6 @@ msgstr "" "변경합니다." #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "신규" @@ -15783,7 +15885,7 @@ msgstr "" " :guilabel:`추가 이메일` 에 이메일을 추가합니다." #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -15833,599 +15935,21 @@ msgstr "" "미리 구성해 놓은 템플릿을 사용하여 지원자에게 인터뷰 양식이라고 하는\n" "맞춤형 설문조사를 보냅니다." -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "반려" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" -"채용 파이프라인에서 언제든지 지원자는 입사 지원 절차 중에 탈락할 수 있습니다. 지원자를 탈락시키려면 지원자 카드를 클릭하여 지원자 카드" -" 상세 보기로 이동합니다. 지원자 카드 상단에는 여러 개의 버튼이 있습니다. :guilabel:`탈락` 버튼을 클릭합니다." - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" -":guilabel:`불합격 사유` 팝업 창이 나타납니다. 제시된 내용 중에서 :guilabel:`불합격 사유` 를 클릭하세요. Odoo의" -" 기본 불합격 사유와 해당 이메일 템플릿은 다음과 같습니다." - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "이메일 서식" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "거절 사유" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr ":guilabel:`채용: 불합격`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr ":guilabel:`채용 요건에 맞지 않음`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr ":guilabel:`언어 문제`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr ":guilabel:`이미 완료됨`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr ":guilabel:`중복`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr ":guilabel:`스팸`" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr ":guilabel:`채용: 더 이상 관심 없음`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr ":guilabel:`지원자 측 거절: 직무 불만족`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr ":guilabel:`지원자 측 거절: 다른 제안 받음`" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr ":guilabel:`지원자 측 거절: 급여`" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" -"Odoo의 사전 구성되어 있는 이메일 템플릿에서는 동적 자리 표지자를 사용하는 경우가 있으며, 이를 통해 사용자 지정된 데이터를 활용하는" -" 동적 콘텐츠를 입력할 수 있습니다. 예를 들어, 지원자의 이름이 동적 콘텐츠를 활용한 경우 이메일 템플릿에 동적 자리 표시자가 표시될 " -"때마다 지원자의 이름이 나타납니다. 이메일 템플릿에 대한 자세한 내용은 " -":doc:`../general/companies/email_template` 문서를 참조하세요." - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" -"거부 사유와 관련된 이메일 템플릿이 :guilabel:`이메일 템플릿` 필드에 입력됩니다. 다른 이메일 템플릿을 사용하려면 " -":guilabel:`이메일 템플릿` 드롭다운 메뉴에서 다른 템플릿을 선택합니다. 이메일 템플릿을 확인하려면 :guilabel:`이메일 " -"템플릿` 필드 오른쪽에 있는 :guilabel:`외부 링크` 아이콘을 클릭합니다. 이메일 템플릿은 :guilabel:`열기: 이메일 " -"템플릿` 팝업 창에 로드되며 필요할 경우 편집할 수 있습니다. 편집이 끝나면 :guilabel:`저장 후 닫기` 를 클릭합니다." - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "오른쪽 상단에 빨간색으로 불합격 배너가 표시된 지원자 카드" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" -"거부된 후에는 지원자의 카드가 더 이상 해당 부문의 칸반 보기에 표시되지 않습니다. 거부된 지원자만 보려면 검색창에서 " -":guilabel:`▼ 검색 패널 전환` 버튼을 클릭한 다음 :guilabel:`필터` 섹션 아래에 있는 :guilabel:`거부됨` 을" -" 클릭합니다. 해당 부문에 대해 거부된 모든 지원자가 거부 당시의 단계로 표시됩니다." - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" -"전체 채용 부문에서 탈락한 지원자를 모두 보려면 :menuselection:`채용 앱 --> 지원서 --> 모든 지원서` 로 이동합니다." -" 검색 창에서 :guilabel:`▼ 검색 패널 전환` 버튼을 클릭한 다음 :guilabel:`필터` 섹션 아래에서 " -":guilabel:`거부됨` 을 클릭합니다. 모든 채용 부문에 대한 지원서가 단계별로 정리된 목록 보기로 모두 표시됩니다." - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "불합격 사유 생성 또는 수정하기" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" -"새로운 불합격 사유를 생성하려면 왼쪽 상단에 있는 :guilabel:`새로 만들기` 버튼을 클릭합니다. :guilabel:`설명` 열 " -"하단에 새로운 줄이 표시됩니다." - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" -"양식에 :guilabel:`이름` 을 입력한 후 해당 필드에 이메일 :guilabel:`제목` 을 입력합니다. 이메일 내용을 " -":guilabel:`본문` 탭에 입력합니다. 다른 수정할 내용을 템플릿에 적용한 다음 :guilabel:`저장 후 닫기` 를 클릭하여 " -"템플릿을 저장하고 :guilabel:`거부 사유` 목록으로 돌아갑니다. 새로운 템플릿이 새 거부 이유 :guilabel:`이메일 템플릿`" -" 필드에 나타납니다." - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "신규 지원자" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" -"필요한 경우 지원자 카드를 직접 추가할 수 있습니다. 지원자를 예비 후보자 목록에 추가할 예정이나 지원자 카드가 아직 생성되지 않은 " -"경우에는 (온라인 입사 지원을 하지 않은 경우) 채용 부문의 칸반 보기에 있는 :ref:`빠른 추가 ` 버튼 또는 :ref:`신규 ` 버튼으로 지원자 " -"카드를 쉽게 추가할 수 있습니다" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "빠른 추가" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" -"*빠른 추가* 버튼을 사용하여 새 지원자를 빠르게 추가합니다. 아직 채용 부문의 칸반 보기에 없다면 :menuselection:`채용 앱" -" --> 지원서 --> 채용 부문별` 로 이동하여 기본 채용 현황판으로 이동합니다. 지원자를 추가할 채용 부문 카드에서 " -":guilabel:`(#) 신규 지원서` 버튼을 클릭합니다. 그런 다음 :guilabel:`새로 만들기` 단계 오른쪽 상단에 있는 작은 " -":icon:`fa-plus` :guilabel:`(더하기)` 아이콘을 클릭하면 새 지원자를 빠르게 추가할 수 있습니다." - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "다음 정보를 카드에 입력합니다." - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" -":guilabel:`제목/지원자`: 카드 제목을 입력합니다. 일반적으로 지원자의 이름과 채용 부문이며, 예를 '김지영 - HR 매니저'와" -" 같이 입력합니다. :guilabel:`지원자 이름` 이 입력되어 있지 않으면 이 필드는 칸반 보기에 표시되지 않습니다. " -":guilabel:`지원자 이름`이 없는 경우에는 :guilabel:`제목/지원자 이름` 이 칸반 보기의 지원자 카드에 표시됩니다." - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr ":guilabel:`지원자 이름`: 지원자의 이름을 입력합니다." - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr ":guilabel:`이메일`: 지원자의 이메일 주소를 입력합니다." - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" -":guilabel:`지원 부문`: 현재 채용 중인 부문이 입력됩니다. 필요한 경우 드롭다운 메뉴에서 다른 부문을 선택하여 채용 부문을 " -"변경할 수 있습니다. 다른 부문을 선택하면 카드가 생성되어 선택한 부문에 카드가 나타납니다." - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" -"필요한 경우, 지원자 이름을 입력한 후 :guilabel:`편집` 을 클릭하면 자세한 :guilabel:`지원자 양식`이 로드됩니다. " -":ref:`양식에 정보를 입력하세요 `.`" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "빠른 추가 옵션을 사용하여 입력된 새 지원자 양식 전체 필드" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" -"*새로 만들기* 버튼을 이용하여 모든 관련 정보와 함께 새 지원자를 추가합니다. 지원자를 추가할 채용 부문의 칸반 보기가 아직 없는 " -"경우에는 :menuselection:`채용 앱 --> 지원서 --> 채용 부문별` 로 이동하여 기본 채용 현황판으로 이동합니다. 그런 " -"다음 칸반 보기의 왼쪽 위에 있는 :guilabel:`새로 만들기` 버튼을 클릭하면 빈 지원자 양식이 로드됩니다." - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" -"지원자 카드에 있는 필드는 직무 구성 방식에 따라 미리 입력되어 있을 수 있습니다. 보통 :guilabel:`채용 부문` 섹션과 " -":guilabel:`채용 담당자` 필드는 모두 입력이 완료되어 있습니다." - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" -"신규 지원자 양식에 다음 정보를 입력합니다. 아래 항목 중에서 일부만 표시될 수 있습니다. 설치된 애플리케이션 및 환경 설정에 따라 일부" -" 항목은 표시되지 않을 수 있습니다." - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "지원자 섹션" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" -":guilabel:`제목/지원자 이름`: 유일한 필수 입력 항목입니다. 카드의 제목을 입력합니다. 보통 지원하는 지원자의 이름과 채용 " -"부문을 '홍길동 - 개발 경력자' 와 같이 입력합니다. :guilabel:`지원자 이름` 이 입력되어 있지 않으면 칸반 보기에서 이 " -"필드가 표시되지 않습니다. :guilabel:`지원자 이름` 이 없는 경우에는 :guilabel:`제목/지원자 이름`이 칸반 보기의 " -"지원자 카드에 표시됩니다." - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr ":guilabel:`전화`: 지원자의 전화번호를 입력합니다." - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr ":guilabel:`휴대폰`: 지원자의 휴대폰 번호를 입력합니다." - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" -":guilabel:`학위`: 드롭다운 메뉴에서 지원자의 최고 학력을 선택합니다. :guilabel:`고졸`, :guilabel:`학사`," -" :guilabel:`석사` 또는 :guilabel:`박사` 중에서 선택합니다. :guilabel:`고졸` 의 경우에는 국가에 따라 " -"고등학교 또는 중고등학교 졸업과 같이 학사 학위 취득 이전의 최고 학력에 해당하는 학교를 졸업했음을 나타냅니다." - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" -":guilabel:`채용 담당자`: 채용 부문에 있어서 전체 채용 프로세스를 담당하는 사람을 선택합니다. *사용자* 만 선택할 수 있으며" -" 모든 사용자가 선택할 수 있도록 드롭다운에 표시됩니다." - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" -":guilabel:`출처`: 드롭다운 메뉴를 사용하여 지원자가 채용 부문에 대해 알게 된 경로를 선택합니다. Odoo에는 " -":guilabel:`검색 엔진`, :guilabel:`영업제안 연락`, :guilabel:`뉴스레터`, " -":guilabel:`Facebook`, :guilabel:`Twitter`, :guilabel: `LinkedIn`, " -":guilabel:`Monster`, :guilabel:`Glassdoor` 및 :guilabel:`Craigslist` 등과 같은 " -"출처가 사전에 설정되어 있습니다. 새로운 :guilabel:`출처` 를 추가하려면 출처를 입력한 다음 :guilabel:`\"(새 " -"출처)\" 만들기` 를 클릭합니다." - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" -":guilabel:`매체`: 드롭다운 메뉴를 사용하여 지원자가 채용 공고를 확인한 방법의 :guilabel:`출처` 또는 " -":guilabel:`매체` 를 선택합니다. :guilabel:`배너`, :guilabel:`다이렉트`, :guilabel:`이메일`, " -":guilabel:`Facebook`, :guilabel:`Google Adwords`, :guilabel:`LinkedIn`, " -":guilabel:`전화`, :guilabel:`텔레비전`, :guilabel:`Twitter`(현 \"X\") 또는 " -":guilabel:`웹사이트` 등이 미리 구성되어 있습니다. 새로운 :guilabel:`매체` 를 추가하려면, 매체를 입력한 다음 " -":guilabel:`\"(새 매체)\" 만들기` 를 클릭합니다." - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" -":guilabel:`사용자 추천`: *인재 추천* 애플리케이션에서 이 채용 부문에 대해 추천 포인트를 받으려면 드롭다운 메뉴에서 지원자를" -" 추천한 사용자를 선택합니다. 이 필드가 표시되게 하려면 반드시 *인재 추천* 애플리케이션을 설치해야 합니다." - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" -":guilabel:`가능 여부`: 지원할 수 있는 시작일을 선택합니다. 날짜를 선택하려면 필드를 클릭하여 캘린더를 표시합니다. 월 양쪽에" -" 있는 :guilabel:`< (왼쪽)` 및 :guilabel:`> (오른쪽)` 화살표를 사용하여 원하는 월로 이동한 다음 " -":guilabel:`일` 을 클릭하여 날짜를 선택합니다. 선택하지 않으면 지원자가 즉시 지원할 수 있게 됩니다." - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "채용 부문 섹션" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" -"다음의 항목은 해당 내용이 채용 부문에 지정되어 있으면 새로운 지원자를 생성할 때 미리 입력됩니다. 원하는 경우 편집할 수 있습니다." - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr ":guilabel:`지원한 직무`: 드롭다운 메뉴에서 지원자가 지원하는 직무를 선택합니다." - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr ":guilabel:`부서`: 드롭다운 메뉴에서 직무가 속하는 부서를 선택합니다." - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "계약서 섹션" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" -":guilabel:`희망 급여`: 해당 직무에 대한 지원자의 희망 급여를 항목에 입력합니다. 금액은 `XX,XXX.XX` 형식이어야 " -"합니다. 통화는 회사의 현지화 설정에 따라 지정됩니다." - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" -":guilabel:`추가 복지...`: 신청자가 추가 복리후생 혜택을 요청하는 경우 :guilabel:`희망 급여` 필드 오른쪽에 있는 " -":guilabel:`추가 복지...` 필드에 입력합니다. '1주 추가 휴가' 또는 '치과 의료 보험'과 같이 짧게 설명할 수 있는 " -"내용이어야 합니다." - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" -":guilabel:`제안할 급여`: 해당 직무에 대해 지원자에게 제시할 금액을 입력합니다. 금액은 `XX,XXX.XX` 형식이어야 " -"합니다. 통화는 회사의 현지화 설정에 따라 지정됩니다." - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" -":guilabel:`추가 복지...`: 지원자에게 추가 복리후생 혜택을 제공하려면 :guilabel:`제안할 급여` 필드 오른쪽에 있는 " -":guilabel:`추가 복지...` 필드에 입력합니다. 이는 '무제한 병가' 또는 '퇴직 연급'과 같이 짧게 설명할 수 있는 내용이어야" -" 합니다." - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "애플리케이션 요약 탭" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "지원자 카드에 추가해야 할 추가 세부 정보나 메모를 여기에 입력할 수 있습니다." - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "항목이 모두 입력되어 있는 새 지원자 양식" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "기본 자격" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " "reasons, such as they have the relevant experience, education, or " "certifications the position requires." msgstr "" +"지원자가 적임자라고 판단될 경우에는 :guilabel:`기본 자격` 단계로 이동시킵니다. 여기에는 직무에서 요구하는 관련 경력, 학력 " +"또는 자격증 등 여러 가지 사유가 있을 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -16435,11 +15959,11 @@ msgstr "" "이 단계에서는 잠재적인 후보자와 요건을 충족하지 못하는 지원자를 빠르게 분류할 수 있습니다. 이 단계에는 이메일과 같은 자동 활동이 " "설정되어 있지 않습니다. 이 단계에서는 채용 팀에서 단순히 후보자와의 전화 통화 또는 인터뷰 일정을 확인하는 것만 할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "1차 면접" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -16456,9 +15980,9 @@ msgstr "" msgid "" "An applicant's card moves from one stage to another by using the click and " "drag method." -msgstr "" +msgstr "지원자의 카드는 클릭하여 끌어다 놓는 방식으로 한 단계에서 다른 단계로 이동합니다." -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -16470,20 +15994,22 @@ msgstr "" " 관련된 안내 이메일이 전송됩니다. 이 이메일 템플릿은 사전 설정이 되어 있어서 채용 팀의 캘린더에 대한 링크가 표시되어 지원자가 면접 " "일정을 예약할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" +":guilabel:`1차 면접` 단계를 :ref:`편집 ` 하고 :guilabel:`이메일 " +"템플릿` 필드에 대해 :guilabel:`채용: 면접 스케줄` 을 선택하면 작업을 자동화할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." -msgstr "" +msgstr "면접 일정은 채용팀에서 직접 예약하거나 지원자가 직접 예약하는 두 가지 방법 중 하나로 예약할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -16495,7 +16021,7 @@ msgstr "" "보내도록 할 경우, 지원자가 채용 팀 캘린더에 대한 링크를 수신하여 직접 면접 스케줄을 예약할 수 있습니다. 채용 팀에서 가능한 날짜가 " "캘린더에 반영됩니다." -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -16508,14 +16034,16 @@ msgstr "" "일시를 조율한 후에는 면접 일정을 정할 수 있습니다. 전화 또는 대면 면접으로 면접 일정을 정하려면 지원자 레코드 위에 있는 " ":guilabel:`미팅` 스마트 버튼을 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" +"현재 예약된 미팅이 없는 경우에는 미팅 스마트 버튼에 :guilabel:`미팅 없음` 이 표시됩니다.새로 :guilabel:`1차 면접`" +" 단계를 거치게 되는 신규 지원자의 경우 기본값으로 되어 있습니다." -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -16526,7 +16054,7 @@ msgstr "" "표시됩니다. 두 건 이상 회의가 예정되어 있으면 버튼에 :guilabel:`다음 회의` 가 표시되고 그 아래에 첫 번째 회의 날짜가 " "표시됩니다." -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -16539,15 +16067,18 @@ msgstr "" ":guilabel:`참석자` 섹션에 있는 직원에 대한 내용입니다. 현재 로드된 미팅 및 행사를 변경하려면 캘린더 행사를 숨길 사람을 선택" " 해제하세요. 체크한 참석자만 캘린더에 표시됩니다." -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " "drop-down menu. The other options are either :guilabel:`Day`, " ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" +"기본 보기는 :guilabel:`주` 보기입니다. 캘린더 보기를 변경하려면 :guilabel:`주` 버튼을 클릭한 다음 드롭다운 메뉴에서" +" 원하는 보기를 선택합니다. 다른 항목으로는 :guilabel:`일`, :guilabel:`월` 또는 :guilabel:`연도` 를 " +"선택할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -16559,7 +16090,7 @@ msgstr "" "표시` 를 클릭하여 비활성화합니다 (기본값은 주말 표시로 되어 있음). :guilabel:`주말 표시` 옆에 확인란에 표시가 되어 있으면" " 주말이 표시됩니다. 확인란 표시가 없으면 주말이 숨겨집니다." -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -16567,12 +16098,15 @@ msgid "" "or click on a date in the calendar on the right side of the displayed " "calendar." msgstr "" +"캘린더에 표시된 날짜 범위를 변경하려면 캘린더 위에 있는 :icon:`fa-arrow-left` :guilabel:`(왼쪽 화살표)`, " +":icon:`fa-arrow-right` :guilabel:`(오른쪽 화살표 )` 또는 :guilabel:`오늘` 버튼을 클릭하거나, " +"표시되어 있는 캘린더 오른쪽에 있는 캘린더 날짜를 클릭합니다." #: ../../content/applications/hr/recruitment.rst-1 msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "표시된 미팅을 변경하는 방법이 강조되어 있는 캘린더 화면" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -16583,17 +16117,17 @@ msgstr "" "일 또는 주 보기에서 캘린더에 미팅을 추가하려면 미팅 시작 시간을 클릭한 후 종료 시간으로 드래그하여 날짜, 시간 및 미팅 기간을 " "선택합니다. 이 보기에서 미팅 날짜 *및* 시간을 클릭하여 미팅을 추가할 수도 있습니다." -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." -msgstr "" +msgstr "두 가지 방법 모두 :ref:`새 행사 ` 팝업 창이 나타납니다." -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "새로운 행사 팝업 창" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -16603,13 +16137,13 @@ msgstr "" "양식에 내용을 입력합니다. 필수 입력 필드는 :guilabel:`미팅 제목`, :guilabel:`시작` 및 :guilabel:`종료` " "입니다. 카드 세부 정보를 입력한 후 :guilabel:`저장 후 닫기` 를 클릭하면 변경 사항이 저장되고 면접이 생성됩니다." -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" -msgstr "" +msgstr ":guilabel:`새 행사` 카드에서 다음과 같은 항목을 입력하거나 수정할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " @@ -16618,22 +16152,26 @@ msgstr "" ":guilabel:`미팅 제목`: 미팅 제목을 입력합니다. 미팅을 하는 목적을 명확하게 나타내야 합니다. 기본 제목은 신청자 카드에 " "기재된 :guilabel:`제목/지원서 이름` 으로 되어 있습니다." -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " "window appears. Select both the start and end date and times, then click " ":guilabel:`Apply`." msgstr "" +":guilabel:`시작` 및 :guilabel:`종료`: 회의 시작 및 종료 날짜와 시간을 선택합니다. 필드 중에서 하나를 클릭하면 " +"캘린더 팝업 창이 나타납니다. 시작 및 종료 날짜와 시간을 모두 선택한 다음 :guilabel:`적용` 을 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" +":guilabel:`전일`: 하루 종일 진행되는 면접 회의인 경우 확인란을 선택합니다. 확인란을 선택할 경우 :guilabel:`시작` " +"및 :guilabel:`종료` 필드가 보기에서 숨겨집니다." -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " @@ -16642,14 +16180,16 @@ msgstr "" ":guilabel:`참석자`: 참석 대상자를 선택합니다. 기본값으로 표시되는 직원은 미팅을 생성한 사람입니다. 얼마든지 다른 사람을 " "추가할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" +":guilabel:`화상 통화 URL`: 가상 회의를 하거나 또는 사용할 수 있는 가상 회의 옵션이 있는 경우 :guilabel:`+ " +"Odoo 회의` 를 클릭하면 회의 URL이 자동으로 생성되어 입력됩니다." -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -16664,18 +16204,20 @@ msgstr "" "스크롤로 이동하여 원하는 항목을 클릭합니다. 항목이 필드에 표시되고 수정할 수 있습니다. 각 명령어로 각기 다른 팝업창을 표시합니다. " "명령어 안내에 따라 항목을 완료합니다." -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "더 보기" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" +"추가 정보를 회의에 추가하려면 팝업 창의 오른쪽 하단에 있는 :guilabel:`추가 옵션` 버튼을 클릭합니다. 다음의 추가 필드 중에서" +" 하나를 입력합니다." -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -16685,7 +16227,7 @@ msgstr "" ":guilabel:`소요 기간`: 입력된 :guilabel:`시작 일시` 및 :guilabel:`종료 일시` 에 따라 자동으로 입력되는 " "항목입니다. 미팅 시간이 조정되면 자동으로 시간에 맞추어 알맞게 조정됩니다. 기본 미팅 시간은 1시간입니다." -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -16695,13 +16237,13 @@ msgstr "" ":guilabel:`반복`: 선택한 기간 간격으로 미팅을 반복해서 해야 하는 경우 (첫 면접에서는 일반적으로 사용하지 않습니다) " ":guilabel:`반복` 옆의 확인란을 선택합니다. 이 기능을 활성화하면 추가로 다른 필드가 표시됩니다." -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." -msgstr "" +msgstr ":guilabel:`시간대`: 드롭다운 메뉴를 사용하여 미팅의 :guilabel:`시간대` 를 선택합니다." -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -16717,14 +16259,16 @@ msgstr "" "매개변수 (:guilabel:`일`, :guilabel:`주`, :guilabel:`월` 또는 :guilabel:`년`)와 함께 아래에 " "나타납니다. 빈 필드에 숫자를 입력한 다음 드롭다운 메뉴를 사용하여 기간을 선택합니다." -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" +":guilabel:`반복 기간`: :guilabel:`반복` 필드에서 :guilabel:`매주`를 선택하면 :guilabel:`반복 " +"기간` 필드가 나타납니다. 해당하는 요일을 클릭하여 선택합니다." -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -16744,7 +16288,7 @@ msgstr "" ":guilabel:`세 번째`, :guilabel:`네 번째` 또는 :guilabel:`마지막` 을 선택한 다음 두 번째 드롭다운 " "메뉴에서 요일 (:guilabel:`월요일`, :guilabel:`화요일` 등)을 선택합니다." -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -16759,18 +16303,18 @@ msgstr "" "경우 빈 필드에 총 회의 횟수를 입력합니다. :guilabel:`종료일` 을 선택한 경우 캘린더 팝업 창을 사용하여 날짜를 지정하거나 " "XX/XX/XXXX 형식으로 날짜를 입력합니다. :guilabel:`기한 없음` 을 선택하면 회의를 무기한 예약할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr ":guilabel:`위치`: 미팅 장소를 입력합니다." -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" ":guilabel:`태그`: 드롭다운 메뉴를 사용하여 미팅에 대한 태그를 선택합니다. 사용할 수 있는 태그 수에는 제한이 없습니다." -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -16782,7 +16326,7 @@ msgstr "" " 약속을 만든 다음 :guilabel:`만들기 및 편집...` 을 클릭합니다. :guilabel:`약속 만들기` 양식이 로드됩니다. " "양식에 정보를 입력한 후 :guilabel:`저장 후 닫기` 를 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -16801,13 +16345,13 @@ msgstr "" "등록된 참석자만 볼 수 있으며 :guilabel:`내부 사용자만` 을 선택하면 회사 데이터베이스에 로그인한 사람이 모두 미팅을 볼 수 " "있습니다." -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr ":guilabel:`주최자`: 미팅을 생성한 직원이 입력됩니다. 선택된 직원을 변경하려면 드롭다운 메뉴를 사용하세요." -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -16825,11 +16369,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "세부 정보가 모두 입력되어 있고 저장할 준비가 된 새 미팅 카드" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "참석자에게 미팅 내용 보내기" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -16839,7 +16383,7 @@ msgstr "" "변경 사항을 입력한 후 미팅 세부 정보가 정확하면 :guilabel:`행사 양식` (행사 팝업 창에서 :guilabel:`추가 옵션` " "버튼을 클릭하면 표시되는 내용)을 확장하여 이메일이나 문자 메시지를 통해 참석자에게 미팅 내용을 전송할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -16865,14 +16409,16 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "이메일로 행사 내용을 전송할 수 있도록 정보를 입력합니다." -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" +"회의에 대해 문자 메시지를 보내려면 참석자 목록 옆에 있는 :icon:`fa-mobile` :guilabel:`SMS` 버튼을 " +"클릭합니다. :guilabel:`SMS 문자 메시지 보내기` 팝업이 나타납니다." -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -16882,15 +16428,17 @@ msgstr "" "참석자에게 유효한 휴대폰 번호가 없으면 상단에 파란색 상자가 나타나고 유효하지 않은 레코드 수가 나열됩니다. 연락처에 유효한 휴대폰 " "번호가 없는 경우에는 :guilabel:`닫기` 를 클릭하고 참석자 레코드를 수정한 후 이 단계를 다시 실행하세요." -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " "message, click the :guilabel:`Add Emoji` icon on the right-side of the pop-" "up window." msgstr "" +"경고 메시지가 나타나지 않으면 :guilabel:`메시지` 필드에 참석자에게 보낼 메시지를 입력합니다. 메시지에 이모티콘을 추가하려면 " +"팝업 창 오른쪽에 있는 :guilabel:`이모티콘 추가` 아이콘을 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -16906,7 +16454,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "미팅 참석자에게 문자 메시지를 보냅니다." -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -16916,11 +16464,11 @@ msgstr "" "문자 메시지 보내기는 Odoo의 기본 기능이 아닙니다. 문자 메시지를 전송하려면 크레딧이 있어야 하며, 크레딧은 구매를 해야 합니다. " "IAP 크레딧 및 요금제에 대한 자세한 내용은 :doc:`../essentials/in_app_purchase` 문서를 참조하세요." -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "2차 면접" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -16932,7 +16480,7 @@ msgstr "" " 이동하려면 지원자 카드를 :guilabel:`2차 면접` 단계로 끌어다 놓거나, 개별 지원자 카드 상단에 있는 :guilabel:`2차" " 면접` 단계 버튼을 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -16944,11 +16492,11 @@ msgstr "" "담당자는 1차 면접과 동일한 절차에 따라 지원자와 :ref:`2차 면접 스케줄 `" " 을 예약할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "계약 제안서" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -16960,7 +16508,7 @@ msgstr "" ":guilabel:`계약 제안서` 단계로 끌어다 놓거나, 개별 지원자 카드 오른쪽 상단에 있는 :guilabel:`계약 제안서` 단계 " "버튼을 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -16972,7 +16520,7 @@ msgstr "" ":guilabel:`시뮬레이션 링크 생성` 팝업이 나타납니다. 대부분의 필드는 채용 부문에 대한 정보로 미리 입력되어 있습니다. 필수 " "필드가 비어있는 경우에는 필드에 관련 정보를 입력합니다." -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -16984,17 +16532,17 @@ msgstr "" " 따라 일부 필드는 표시되지 않을 수 있습니다. 예를 들어 *차량 관리* 애플리케이션이 설치되지 않은 경우 차량과 관련된 필드는 팝업 " "창에 나타나지 않습니다." -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "일반 필드" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "현지화 설정과 무관하게 지원자 측에 오퍼를 전송하면 다음 필드가 표시됩니다." -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -17008,27 +16556,29 @@ msgstr "" ":guilabel:`저장 후 닫기` 를 클릭합니다. 드롭다운 메뉴를 사용하여 다른 :guilabel:`계약서 템플릿` 을 선택할 수 " "있습니다." -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " "correspond to the :guilabel:`Job Positions` configured on the main " "*Recruitment* dashboard." msgstr "" +":guilabel:`채용 부문`: 지원자에게 부여될 :guilabel:`채용 부문` 에서의 직위명입니다. 기본 *채용* 현황판에 설정되어" +" 있는 :guilabel:`채용 부문` 항목을 드롭다운 메뉴에서 선택할 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." -msgstr "" +msgstr ":guilabel:`직무명`: 지원자에게 제안할 직무의 구체적인 명칭입니다." -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." -msgstr "" +msgstr ":guilabel:`부서`: 직무가 속하는 :guilabel:`부서` 입니다." -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -17040,28 +16590,30 @@ msgstr "" "메뉴를 클릭하여 달력을 표시합니다. 달의 양쪽에 있는 :guilabel:`< (왼쪽)` 및 :guilabel:`> (오른쪽)` 화살표를 " "사용하여 원하는 달로 이동한 다음 :guilabel:`일` 을 클릭하여 날짜를 선택합니다." -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr ":guilabel:`연간 비용`: 오퍼할 연봉 금액입니다." -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" +":guilabel:`링크 만료일`: 채용 공고는 특정 기간 동안만 유효합니다. 기본 만료일은 30일입니다. 원하는 경우 만료일을 수정할 " +"수 있습니다." -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "채용 오퍼 안내" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." -msgstr "" +msgstr "정보가 모두 업데이트되었으면 :guilabel:`이메일로 보내기` 를 클릭하여 지원자에게 오퍼를 보냅니다." -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -17075,19 +16627,21 @@ msgstr "" "표시됩니다. :guilabel:`삭제` 를 클릭하고 지원자의 카드에 이메일을 입력한 다음 :guilabel:`오퍼 생성` 버튼을 다시 " "클릭합니다." -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " ":guilabel:`Subject`, and email body are pre-populated based on the email " "template." msgstr "" +"이메일 팝업 창이 로드됩니다. 기본 :guilabel:`채용: 급여 패키지` 이메일 템플릿을 사용하여 :guilabel:`수신자`, " +":guilabel:`제목` 및 이메일 본문이 이메일 템플릿을 기준으로 미리 입력됩니다." -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." -msgstr "" +msgstr "이메일을 보낼 준비가 되면 :guilabel:`보내기` 를 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -17100,42 +16654,48 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "지원자에게 오퍼한 급여 관련 링크를 이메일로 전송합니다." -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" -msgstr "" +msgstr "패키지 환경 설정" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" +"이메일 템플릿에는 :guilabel:`패키지 환경 설정` 버튼이 있습니다. 이 링크를 통해 지원자가 제안받은 급여 패키지를 수정하고 개인" +" 정보를 입력할 수 있는 웹페이지로 이동합니다." -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." -msgstr "" +msgstr "지원자가 채용되면 직원 기록을 생성할 때 웹페이지에 입력한 개인 정보를 가져옵니다." -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" +"해당되는 경우 지원자는 급여 패키지를 수정할 수 있습니다. 모든 현지화에서 사용할 수 있는 옵션은 아닙니다. 회사 소재지에 따라 이 " +"내용이 적용되지 않을 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" +"모든 정보를 입력한 후 지원자는 :guilabel:`계약 및 서명 검토` 버튼을 클릭하여 계약을 수락하고 *전자 서명* 애플리케이션을 " +"사용하여 서명을 하여 제안을 수락합니다." -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "계약서 서명 완료" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -17150,28 +16710,30 @@ msgstr "" ":guilabel:`더 보기` 버튼을 클릭하여 개별 신청자 카드 상단에 :guilabel:`계약서 서명 완료` 단계 버튼이 표시되게 한 " "후 :guilabel:`계약서 서명 완료` 를 클릭합니다." -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." -msgstr "" +msgstr "칸반 보기에서 :guilabel:`계약서 서명 완료` 단계는 접혀 있지만 해당 단계로 계속 카드를 끌어다 놓을 수 있습니다." -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " "card." msgstr "" +"지원자의 카드가 :guilabel:`계약서 서명 완료` 단계로 이동하면 지원자 카드의 오른쪽 상단에 녹색 :guilabel:`채용됨` " +"배너가 나타납니다." #: ../../content/applications/hr/recruitment.rst-1 msgid "Hired banner in the top right corner of applicant card." msgstr "지원자 카드 오른쪽 상단에 표시되어 있는 채용됨 배너" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "직원 생성" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -17182,12 +16744,355 @@ msgstr "" "지원자 채용이 완료되면 다음 단계로는 직원 기록을 생성하게 됩니다. 지원자 카드의 왼쪽 상단에 있는 :guilabel:`직원 만들기` " "버튼을 클릭합니다. 직원 양식이 나타나고 직원 카드로 가져올 수 있는 지원자 카드의 정보가 모두 양식에 표시됩니다." -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +"양식에 있는 나머지 부분을 작성합니다. 필드 관련된 자세한 내용은 :doc:`employees/new_employee` 문서를 " +"참조합니다. 완료한 후에는 *임직원 관리* 앱에 직원 기록이 저장됩니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "빠른 추가" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "다음 정보를 카드에 입력합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr ":guilabel:`이메일`: 지원자의 이메일 주소를 입력합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "빠른 추가 옵션을 사용하여 입력된 새 지원자 양식 전체 필드" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "항목이 모두 입력되어 있는 새 지원자 양식" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "지원자 섹션" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr ":guilabel:`전화`: 지원자의 전화번호를 입력합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr ":guilabel:`휴대폰`: 지원자의 휴대폰 번호를 입력합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr ":guilabel:`LinkedIn 프로필`: LinkedIn에 있는 지원자의 개인 프로필 웹 주소를 입력합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" +":guilabel:`출처`: 드롭다운 메뉴를 사용하여 지원자가 채용 부문에 대해 알게 된 경로를 선택합니다. Odoo에는 " +":guilabel:`검색 엔진`, :guilabel:`영업제안 연락`, :guilabel:`뉴스레터`, " +":guilabel:`Facebook`, :guilabel:`Twitter`, :guilabel: `LinkedIn`, " +":guilabel:`Monster`, :guilabel:`Glassdoor` 및 :guilabel:`Craigslist` 등과 같은 " +"출처가 사전에 설정되어 있습니다. 새로운 :guilabel:`출처` 를 추가하려면 출처를 입력한 다음 :guilabel:`\"(새 " +"출처)\" 만들기` 를 클릭합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "채용 부문 섹션" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr ":guilabel:`지원한 직무`: 드롭다운 메뉴에서 지원자가 지원하는 직무를 선택합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr ":guilabel:`부서`: 드롭다운 메뉴에서 직무가 속하는 부서를 선택합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "계약서 섹션" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" +":guilabel:`추가 복지...`: 신청자가 추가 복리후생 혜택을 요청하는 경우 :guilabel:`희망 급여` 필드 오른쪽에 있는 " +":guilabel:`추가 복지...` 필드에 입력합니다. '1주 추가 휴가' 또는 '치과 의료 보험'과 같이 짧게 설명할 수 있는 " +"내용이어야 합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" +":guilabel:`급여 제시 금액`: 해당 직무에 대해 지원자에게 제시할 금액을 입력합니다. 금액은 `XX,XXX.XX` 형식이어야 " +"합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" +":guilabel:`추가 복지...`: 지원자에게 추가 복리후생 혜택을 제공하려면 :guilabel:`제안할 급여` 필드 오른쪽에 있는 " +":guilabel:`추가 복지...` 필드에 입력합니다. 이는 '무제한 병가' 또는 '퇴직 연급'과 같이 짧게 설명할 수 있는 내용이어야" +" 합니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "지원자 카드에 추가해야 할 추가 세부 정보나 메모를 여기에 입력할 수 있습니다." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" @@ -17496,6 +17401,295 @@ msgstr "" "일반적인 설문조사와 같이 모달 면접 양식을 입력합니다. 설문을 만드는 방법에 대한 자세한 내용은 설문조사를 만들고 설정하는 방법을 " "단계별로 안내하는 :doc:`설문조사 필수 정보 <../../marketing/surveys/create>` 문서를 참조하세요." +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "이메일 서식" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "거절 사유" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr ":guilabel:`채용: 불합격`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr ":guilabel:`채용 요건에 맞지 않음`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr ":guilabel:`언어 문제`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr ":guilabel:`이미 완료됨`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr ":guilabel:`중복`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr ":guilabel:`스팸`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr ":guilabel:`채용: 더 이상 관심 없음`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr ":guilabel:`지원자 측 거절: 직무 불만족`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr ":guilabel:`지원자 측 거절: 다른 제안 받음`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr ":guilabel:`지원자 측 거절: 급여`" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "불합격 사유 생성 또는 수정하기" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" +"그런 다음 :guilabel:`이메일 템플릿` 필드에서 해당 필드를 클릭하면 드롭다운 메뉴가 나타납니다. 불합격 사유를 선택했을 때 " +"사용할 :guilabel:`이메일 템플릿` 을 목록에서 선택합니다." + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "오른쪽 상단에 빨간색으로 불합격 배너가 표시된 지원자 카드" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "인재 추천" @@ -17518,8 +17712,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -17665,11 +17859,13 @@ msgid "" ":guilabel:`Company` may be selected, as well. However, if this field is " "populated, that slide is *only* displayed for that particular company." msgstr "" +":guilabel:`텍스트` 필드에 있는 메시지를 변경합니다. :guilabel:`회사` 도 선택할 수 있습니다. 다만 이 필드에 입력을" +" 할 경우 해당 슬라이드는 해당 특정 회사에 *한해서만* 표시됩니다." #: ../../content/applications/hr/referrals.rst:81 msgid "" "The :guilabel:`Company` field only appears when in a multi-company database." -msgstr "" +msgstr ":guilabel:`회사` 필드는 다중 회사 데이터베이스를 사용하는 경우에만 표시됩니다." #: ../../content/applications/hr/referrals.rst:83 msgid "" @@ -17697,6 +17893,8 @@ msgid "" " dashboard. Click the :guilabel:`(six small gray boxes)` icon to the left of" " the the slide text, and drag the slide to the desired position." msgstr "" +"슬라이드가 표시되는 순서는 *온보딩* 현황판에서 변경할 수 있습니다. 슬라이드 텍스트 왼쪽에 있는 :guilabel:`(6개의 작은 회색" +" 상자)` 아이콘을 클릭한 후 슬라이드를 원하는 위치로 드래그합니다." #: ../../content/applications/hr/referrals.rst-1 msgid "" @@ -17833,7 +18031,7 @@ msgid "A friend form in edit mode." msgstr "친구 양식 편집 모드" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -17849,6 +18047,8 @@ msgid "" "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" +"이미지를 변경하고 친구를 저장한 후에는 이전 이미지로 되돌릴 수 **없습니다**. 원래의 이미지로 되돌리려면 *인재 추천* 애플리케이션을" +" *삭제한 후 다시 설치해야 합니다.*" #: ../../content/applications/hr/referrals.rst:172 msgid "Referral points" @@ -17918,6 +18118,8 @@ msgid "" "right corner of the card. Referrals that are in process display a purple " ":guilabel:`In Progress` banner in the top-right corner." msgstr "" +"추천한 사람이 합격한 경우에는 카드 오른쪽 상단에 초록색 :guilabel:`채용됨` 배너가 표시됩니다. 추천한 사람이 채용 진행 중인 " +"경우에는 오른쪽 상단에 보라색 :guilabel:`진행 중` 배너가 표시됩니다." #: ../../content/applications/hr/referrals.rst:204 msgid "" @@ -17932,7 +18134,7 @@ msgstr "" #: ../../content/applications/hr/referrals.rst-1 msgid "Two referral cards, one hired and one in-progress." -msgstr "" +msgstr "추천 카드 2개 중, 하나는 채용 완료이며 하나는 진행 중입니다." #: ../../content/applications/hr/referrals.rst:214 msgid "Points" @@ -17999,153 +18201,15 @@ msgid "" "` documentation to modify the points for each " "stage." msgstr "" +"추천한 사람이 채용에 합격하여 적립하게 된 총 포인트는 85 포인트입니다. 단계별로 적립한 포인트는 *채용* 애플리케이션에서 수정할 수 " +"있습니다. 단계별로 포인트를 수정하는 것에 대한 내용은 :ref:`채용 ` 문서를 " +"참고하세요." #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "보상" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "리워드 생성하기" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" -"리워드는 *인재 추천* 애플리케이션을 설정할 때 필요한 유일한 환경 설정 항목입니다. *채용* 애플리케이션에서 " -":guilabel:`관리자` 권한이 있는 사용자만 리워드를 생성하거나 수정할 수 있습니다. 리워드를 추가하려면 " -":menuselection:`인재 추천 앱 --> 환경 설정 --> 리워드` 로 이동합니다. :guilabel:`새로 만들기` 를 " -"클릭하면 리워드 양식이 로드됩니다. 다음과 같은 정보를 양식에 입력합니다." - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" -":guilabel:`회사`: 드롭다운 메뉴를 사용하여 리워드를 표시할 회사를 선택합니다. 리워드를 여러 회사에 사용할 경우 각 회사마다 " -"리워드 관련 기록을 보유해야 하며 해당 회사가 양식에 나타나 있어야 합니다. 이 필드는 여러 회사가 있는 환경에서만 표시됩니다." - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" -":guilabel:`상품 담당자`: 리워드 상품을 확보하고 수령인에게 전달할 책임자를 드롭다운 메뉴로 선택합니다. *인재 추천* 앱에서 " -"리워드 상품을 구매하는 경우 담당자에게 알림이 전달되므로 수령인에게 언제 리워드를 배송되어야 하는지 알 수 있습니다." - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" -":guilabel:`사진`: 리워드 페이지에 표시되는 리워드 사진을 추가합니다. 사각형 이미지 위로 마우스를 가져가면 " -":guilabel:`✏️ (연필)` 및 :guilabel:`🗑️ (휴지통)` 아이콘 두 개가 나타납니다. :guilabel:`✏️ " -"(연필)` 아이콘을 클릭하면 파일 탐색기가 나타납니다. 사진 파일을 확인한 다음 :guilabel:`열기` 를 클릭하여 선택합니다." - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "세부 정보를 모두 입력한 리워드 양식" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" -":guilabel:`비용` 을 입력한 후에 :guilabel:`사진` 을 추가하는 것이 좋습니다. 비용을 입력하지 않으면 기본 비용이 " -"0으로 표시되어 리워드가 무료인 것으로 리워드 스토어에서 표시됩니다. 사진을 선택하지 않는 경우에는 리워드 페이지에 자리 표시자 아이콘이" -" 표시됩니다." - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "리워드 사용하기" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" -"포인트를 리워드로 교환하려면 인재 추천 기본 현황판에서 :guilabel:`리워드` 버튼을 클릭합니다. 리워드로 설정되어 있는 모든 " -"상품이 각각의 리워드 카드에 표시됩니다. 리워드를 구매할 때 필요한 포인트는 카드 오른쪽 상단에 표시되어 있습니다. 리워드를 구매할 만큼" -" 포인트가 충분히 있는 경우에는 리워드 카드 하단에 :guilabel:`🧺 (장바구니) 구매` 버튼이 나타납니다. 리워드를 구매 포인트가" -" 충분하지 않은 경우에는 리워드 카드에는 구매 버튼 대신 :guilabel:`이 상품을 구매하려면 (x) 포인트가 더 필요합니다.` 가 " -"표시됩니다." - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" -"리워드를 구매하려면 :guilabel:`🧺 (장바구니) 구매` 버튼을 클릭합니다. :guilabel:`확인` 팝업 창이 나타나서 리워드 " -"상품을 구매할 지 묻게 됩니다. 상품을 구매하려면 :guilabel:`확인` 을 클릭하고, 창을 닫고 구매를 취소하려면 " -":guilabel:`취소` 를 클릭합니다." - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" -":guilabel:`확인` 을 클릭하면 팝업창이 닫히고, 리워드 구매에 사용한 포인트가 사용자의 사용 가능 포인트에서 차감됩니다. 이제 " -"리워드 표시가 현재 사용 가능 포인트를 반영하여 업데이트됩니다." - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" -"머그컵과 백팩 리워드 상품 아래에 구매 버튼이 있으며, 자전거 리워드 상품을 구매하려면\n" -"포인트가 얼마나 더 있어야 하는지 표시되어 있습니다." - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "등급" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " @@ -18154,7 +18218,7 @@ msgstr "" "*인재 추천* 애플리케이션에는 추천 현황판에 있는 사용자의 아바타 레벨이 미리 구성되어 반영되어 있습니다. 인재를 추천하여 포인트가 " "적립될 경우에는 비디오 게임처럼 *레벨 업* 을 할 수 있습니다." -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " @@ -18163,7 +18227,7 @@ msgstr "" "레벨이 애플리케이션 성능에 기능적으로 미치는 영향은 없습니다. 참여하는 사람이 목표로 삼을 수 있도록 목표 등급을 추가하고 인재 추천을 " "게임화하기 위한 목적으로만 사용합니다." -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -18177,11 +18241,11 @@ msgstr "" "표시됩니다. 또한 사용자 사진 주변에 컬러로 지정된 링으로 현재 보유 중인 포인트 금액과 레벨 업에 필요한 추가 포인트 금액이 " "나타납니다. 링의 청록색 부분은 적립된 포인트를 나타내고, 흰색 부분은 레벨을 올리기 위해 필요한 포인트를 나타냅니다." -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "레벨 수정하기" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -18196,14 +18260,15 @@ msgstr "" ":guilabel:`이미지` 열에 표시되고 해당하는 레벨 숫자가 :guilabel:`레벨명` 열에 표시됩니다. 기본 이미지는 Odoo " "슈퍼 히어로 이미지이며 각 레벨마다 아바타에 망토 및 방패와 같은 추가 요소가 더해집니다." -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" +"레벨의 이미지, 이름 또는 레벨에 도달하려면 필요한 포인트를 수정하려면 목록에서 개별 레벨을 클릭하여 레벨 양식을 연 다음 수정하세요." -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -18217,7 +18282,7 @@ msgstr "" "내용이 표시됩니다. :guilabel:`요건` 에는 해당 레벨에 도달하는 데 필요한 추천 포인트 금액을 입력합니다. 레벨 업을 하기 위해" " 필요한 포인트는 이전 레벨에서 추가로 적립해야 하는 포인트가 아니라, 직원이 전 기간 동안 적립해야 하는 총 누적 포인트입니다." -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -18229,7 +18294,7 @@ msgstr "" "아이콘과 :guilabel:`🗑️ (휴지통)` 아이콘이 표시됩니다. :guilabel:`✏️ (연필)` 아이콘을 클릭하면 파일 탐색기 " "창이 표시됩니다. 원하는 이미지 파일을 탐색한 후 :guilabel:`열기` 를 클릭하여 선택합니다." -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -18245,18 +18310,20 @@ msgstr "" msgid "A level form in edit mode." msgstr "레벨 양식 편집 모드" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" +"이미지를 변경하고 레벨을 저장한 후에는 이전 이미지로 되돌릴 수 **없습니다**. 원래의 이미지로 되돌리려면 *인재 추천* 애플리케이션을" +" *삭제한 후 다시 설치해야 합니다.*" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "레벨 업" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -18268,7 +18335,7 @@ msgstr "" " 업!` 이라는 큰 이미지가 나타나며, 사진 및 현재 레벨 아래 쪽에 :guilabel:'레벨 업하려면 클릭하세요.'라는 메시지가 " "나타납니다." -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -18278,7 +18345,7 @@ msgstr "" "레벨 업을 하려면 :guilabel:`레벨 업!` 이미지나 사용자 사진 또는 사진 아래에 있는 :guilabel:'레벨 업하려면 " "클릭하세요.' 텍스트를 클릭합니다. 사용자 아바타가 현재 레벨로 변경되고 사진 주변에 있는 링이 업데이트되면서 현재 포인트가 표시됩니다." -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -18292,7 +18359,7 @@ msgstr "" "사용자 이미지 아래에 '레벨 업하려면 클릭하세요!\"라는 문구가 나타나고, 이미지 위에는\n" "'레벨 업!\" 이 크게 표시됩니다." -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " @@ -18301,115 +18368,7 @@ msgstr "" "설정한 최고 레벨에 사용자가 도달할 경우 리워드를 교환할 수 있는 포인트는 계속 적립되지만 레벨 업은 더 이상 되지 않습니다. 사진 " "주위에 있는 링은 청록색으로 유지됩니다." -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" -"*인재 추천* 애플리케이션에서는 현황판 상단에 *알림* 이라는 메시지를 게시하여 중요한 정보를 사용자와 공유할 수 있습니다. 알림은 얇은" -" 반투명 배너로 표시되며 맨 왼쪽에 :guilabel:`새 소식!` 이라는 문구로 표시됩니다. 알림 텍스트는 배너 중앙에 있고 맨 " -"오른쪽에는 :guilabel:`X` 가 있습니다." - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" -"개별 알림별로 설정된 지정 시간 동안 기본 현황판에 알림이 나타납니다. 특정 알림을 다시 보지 않으려면 알림의 맨 오른쪽에 있는 " -":guilabel:`X` 를 클릭합니다. 이렇게 하면 현황판에서 알림이 삭제되어 새 세션에서 처음으로 *인재 추천* 애플리케이션을 여는 " -"경우에도 다시 표시되지 않습니다." - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "사용자 사진 위에 표시되어 있는 두 개의 알림 배너" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "알림 만들기" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr ":guilabel:`만들기` 를 클릭하면 알림 양식이 새로 로드됩니다. 다음의 정보를 양식에 입력합니다." - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" -":guilabel:`회사`: 현재 회사가 기본값으로 입력되어 있습니다. 알림을 표시할 회사를 수정하려면 드롭다운 메뉴에서 회사를 " -"선택합니다. 필드를 비워 놓으면 *인재 추천* 애플리케이션을 사용하는 모든 사람에게 알림이 표시됩니다. 회사를 지정한 경우에는 회사 내의" -" 사용자 (*인재 추천* 애플리케이션에도 액세스할 수 있는 사용자)만 알림을 볼 수 있습니다. 이 필드는 데이터베이스에 회사가 여러 개 " -"있는 경우에만 표시됩니다." - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "모든 선택 항목 입력이 완료된 알림 양식" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -18420,7 +18379,7 @@ msgstr "" "보고서에 액세스하려면 :menuselection:`인재 추천 애플리케이션 --> 보고` 를 클릭합니다. 기본 보기는 세 개의 섹션으로 " "구성된 보고서 현황판 보기입니다." -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -18433,7 +18392,7 @@ msgstr "" "세분화하여 직접 추천, Facebook 등 추천된 출처를 구체적으로 표시합니다. 보고서에 채널이 표시되지 않는 경우 해당 특정 채널을 " "통해서는 추천된 사람이 없다는 뜻입니다." -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -18445,7 +18404,7 @@ msgstr "" "채용 혹은 불합격한 지원자 수, 지원자 중에서 현재 로그인되어 있는 추천 대상자 수, 적립한 총 포인트 금액 및 불합격한 지원자에 대해 " "적립된 포인트 등이 있습니다. " -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -18460,16 +18419,312 @@ msgstr "" "나타납니다. 드롭다운 메뉴에서 원하는 스프레드시트를 선택하거나 :guilabel:`새 스프레드시트` 를 선택합니다. " ":guilabel:`확인` 을 클릭하면 선택한 스프레드시트가 새 테이블과 함께 불러와집니다." -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" +"스프레드시트는 *문서* 애플리케이션에 저장됩니다. 앱을 설치해야 :guilabel:`스프레드시트에 삽입` 항목을 사용할 수 있습니다." -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" +msgstr ":doc:`referrals/share_jobs`" + +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" msgstr "" +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "사용자 사진 위에 표시되어 있는 두 개의 알림 배너" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "알림 만들기" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" +":guilabel:`클릭 시`: 알림에는 세 가지 선택 항목이 있습니다. 원하는 항목 옆에 있는 선택 버튼을 클릭합니다. 선택할 수 있는" +" 항목은 다음과 같습니다." + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr ":guilabel:`클릭할 수 없음`: 알림에 텍스트만 표시되고 클릭할 링크는 없습니다." + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "모든 선택 항목 입력이 완료된 알림 양식" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "보상" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "리워드 생성하기" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr ":guilabel:`비용`: 리워드 교환에 필요한 포인트를 입력합니다." + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "세부 정보를 모두 입력한 리워드 양식" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "리워드 사용하기" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" +":guilabel:`확인` 을 클릭하면 팝업창이 닫히고, 리워드 구매에 사용한 포인트가 사용자의 사용 가능 포인트에서 차감됩니다. 이제 " +"리워드 표시가 현재 사용 가능 포인트를 반영하여 업데이트됩니다." + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" +"머그컵과 백팩 리워드 상품 아래에 구매 버튼이 있으며, 자전거 리워드 상품을 구매하려면\n" +"포인트가 얼마나 더 있어야 하는지 표시되어 있습니다." + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "채용 공고 공유하기" @@ -18490,7 +18745,7 @@ msgstr "" msgid "" "Sharing jobs can **only** occur after onboarding slides have been viewed or " "skipped." -msgstr "" +msgstr "채용 정보를 공유하려면 **반드시** 온보딩 슬라이드를 확인하거나 건너뛰어야 합니다." #: ../../content/applications/hr/referrals/share_jobs.rst:16 msgid "View Jobs" @@ -18503,6 +18758,8 @@ msgid "" "presents all job positions, with each individual job presented with its own " "card." msgstr "" +"현재 지원자를 모집 중인 채용 공고를 모두 확인하려면 *인재 추천* 앱의 기본 현황판에서 :guilabel:`채용 부문 확인` 버튼을 " +"클릭합니다. 그러면 모든 채용 공고가 표시되며 각각의 채용 공고가 개별 카드로 나타납니다." #: ../../content/applications/hr/referrals/share_jobs.rst-1 msgid "" @@ -18520,7 +18777,7 @@ msgstr "채용 부문 카드에는 다음과 같은 정보가 표시됩니다." msgid "" "The title of the job position. This information is taken from the *Job " "Position* field of the job form." -msgstr "" +msgstr "채용 중인 부문의 직위입니다. 이 정보는 채용 양식의 *채용 부문* 필드에서 가져옵니다." #: ../../content/applications/hr/referrals/share_jobs.rst:31 msgid "" @@ -18528,16 +18785,18 @@ msgid "" "is taken from the *Expected New Employees* field of the *Recruitment* tab of" " the job form." msgstr "" +":guilabel:`채용 중인 부문` 의 숫자입니다. 이 정보는 채용 양식에 있는 *채용* 탭의 *신규 입사 예정자* 필드에서 " +"가져옵니다." #: ../../content/applications/hr/referrals/share_jobs.rst:33 msgid "The points a user earns when an applicant applies for the position." -msgstr "" +msgstr "지원자가 해당 직무에 지원하면 사용자가 받게 되는 포인트입니다." #: ../../content/applications/hr/referrals/share_jobs.rst:34 msgid "" "The job description detailing the job position. This information is taken " "from the *Job Position* tab of the job form." -msgstr "" +msgstr "채용 부문에 대해 자세히 설명되어 있는 직무 안내입니다. 이 정보는 채용 양식에 있는 *채용 부문* 탭에서 가져옵니다." #: ../../content/applications/hr/referrals/share_jobs.rst:37 msgid "" @@ -18554,6 +18813,8 @@ msgid "" "which job positions are published or not, refer to the " ":doc:`../recruitment/new_job` documentation." msgstr "" +"*인재 추천* 앱에는 게시된 채용 공고만 표시됩니다. 어떤 채용 공고가 게시되었는지 확인하려면 " +":doc:`../recruitment/new_job` 문서를 참조하세요." #: ../../content/applications/hr/referrals/share_jobs.rst:46 msgid "Refer friends" @@ -18576,6 +18837,8 @@ msgid "" "template. The :guilabel:`Subject` `Job for you` is present, by default, but " "can be modified, if desired." msgstr "" +":guilabel:`제목` 및 :guilabel:`본문` 은 기본 템플릿을 사용하여 입력됩니다. 기본값으로 :guilabel:`제목` 은" +" `채용 정보 안내` 로 되어 있으나 원하는 경우 수정할 수 있습니다." #: ../../content/applications/hr/referrals/share_jobs.rst:55 msgid "" @@ -18584,6 +18847,8 @@ msgid "" " an individualized tracking link to the specific job position listed on the " "website." msgstr "" +"채용 부문에 있는 특정한 제목이 이메일 본문의 *채용 부문* 자리 표시자에 입력됩니다. 이메일 본문에 있는 '채용 공고 보기' 텍스트는 " +"웹사이트에 기재된 특정 부문에 대한 개별적인 추적 링크입니다." #: ../../content/applications/hr/referrals/share_jobs.rst:59 msgid "" @@ -18591,6 +18856,8 @@ msgid "" " job position page, where they can apply for the position, and the person " "who referred them is tracked in the *Referrals* application." msgstr "" +"채용 예정자가 이메일을 받으면 해당 링크를 통해 해당 채용 부문에 지원할 수 있는 채용 페이지로 이동하며, 추천한 사람은 *인재 추천* " +"애플리케이션을 통해 추적을 할 수 있습니다." #: ../../content/applications/hr/referrals/share_jobs.rst:63 msgid "" @@ -18598,6 +18865,8 @@ msgid "" "edits have been made, click :guilabel:`Send Mail` to send the email, or " "click :guilabel:`Cancel` to close the pop-up window." msgstr "" +"원하는 경우 텍스트나 마무리 인사말을 이메일 본문에 추가합니다. 편집이 완료되면 :guilabel:`메일 보내기` 를 클릭하여 이메일을 " +"전송하거나 :guilabel:`취소` 를 클릭하여 팝업 창을 닫습니다." #: ../../content/applications/hr/referrals/share_jobs.rst-1 msgid "Referral email pop-up window with the email message inside it." @@ -18649,6 +18918,8 @@ msgid "" "To share the job position using Facebook, click the :guilabel:`Share Now` " "button with the :icon:`fa-facebook` :guilabel:`(Facebook)` icon above it." msgstr "" +"Facebook에 채용 정보를 공유하려면, :icon:`fa-facebook` :guilabel:`(Facebook)` 아이콘에 있는 " +":guilabel:`지금 공유하기` 버튼을 클릭하세요." #: ../../content/applications/hr/referrals/share_jobs.rst:98 msgid "" @@ -18666,17 +18937,19 @@ msgstr "" msgid "" "Type in any additional information to add to the post, then share the job " "position using the available options in Facebook." -msgstr "" +msgstr "게시물에 추가할 추가 정보를 입력한 다음 Facebook에서 사용할 수 있는 선택 항목을 통해 채용 정보를 공유합니다." #: ../../content/applications/hr/referrals/share_jobs.rst:107 msgid "X (formerly Twitter)" -msgstr "" +msgstr "X (이전 트위터)" #: ../../content/applications/hr/referrals/share_jobs.rst:109 msgid "" "A job position can also be shared on X. Click the :guilabel:`Share Now` " "button with the :guilabel:`(X)` icon above it." msgstr "" +"X에서도 채용 정보를 공유할 수 있습니다. :guilabel:`(X)` 아이콘에 있는 :guilabel:`지금 공유하기` 버튼을 " +"클릭하세요." #: ../../content/applications/hr/referrals/share_jobs.rst:112 msgid "" @@ -18697,13 +18970,13 @@ msgstr "메시지 기본값은 다음과 같습니다." msgid "" "`Amazing job offer for (Job Position)! Check it live: (link to Job " "Position)`" -msgstr "" +msgstr "`관심을 가지실 만한 (채용 공고) 포지션을 소개합니다! 실시간으로 확인해 보세요: (채용 공고 링크)`" #: ../../content/applications/hr/referrals/share_jobs.rst:121 msgid "" "Type in any additional information, or make any edits to the message, then " "share using the available options in X." -msgstr "" +msgstr "메시지에 추가 정보를 입력하거나 수정한 다음 X에서 사용할 수 있는 선택 항목을 통해 공유합니다." #: ../../content/applications/hr/referrals/share_jobs.rst:125 msgid "LinkedIn" @@ -18714,6 +18987,8 @@ msgid "" "To share a job position on LinkedIn, click the :guilabel:`Share Now` button " "with the :icon:`fa-linkedin` :guilabel:`(LinkedIn)` icon above it." msgstr "" +"LinkedIn에 채용 정보를 공유하려면 :icon:`fa-linkedin` :guilabel:`(LinkedIn)` 아이콘에 있는 " +":guilabel:`지금 공유하기` 버튼을 클릭하세요." #: ../../content/applications/hr/referrals/share_jobs.rst:130 msgid "" @@ -18730,13 +19005,13 @@ msgstr "" msgid "" "The job position can be shared either in a public post, or in a private " "message to an individual (or group of individuals)." -msgstr "" +msgstr "채용 정보는 개인 (또는 개인 그룹)에 공개 게시물이나 비공개 메시지로 공유할 수 있습니다." #: ../../content/applications/hr/referrals/share_jobs.rst:137 msgid "" "Type in any additional information, or make any edits to the message or " "post, then share using the available options in LinkedIn." -msgstr "" +msgstr "메시지 또는 게시물에 추가 정보를 입력하거나 수정한 다음 LinkedIn에서 사용할 수 있는 선택 항목을 통해 공유합니다." #: ../../content/applications/hr/referrals/share_jobs.rst:143 msgid "Email a friend" @@ -18769,7 +19044,7 @@ msgstr "" msgid "" "The email :guilabel:`Body` is also populated with pre-configured text. The " "text that appears is:" -msgstr "" +msgstr "이메일 :guilabel:`본문` 에 미리 구성해 놓은 텍스트가 입력됩니다. 다음과 같이 텍스트가 표시됩니다." #: ../../content/applications/hr/referrals/share_jobs.rst:156 msgid "`Hello,`" @@ -18779,7 +19054,7 @@ msgstr "`안녕하세요,`" msgid "" "`There are some amazing job offers in my company! Have a look, they can be " "interesting for you\\:`" -msgstr "" +msgstr "`관심을 가지실 만한 저희 회사 채용 공고를 안내해 드립니다! 직접 확인해 보세요\\:`" #: ../../content/applications/hr/referrals/share_jobs.rst:160 msgid "`See Job Offers`" @@ -19379,10 +19654,6 @@ msgstr "" "새 규칙을 생성하려면 회색 :guilabel:`규칙` 섹션에서 :guilabel:`새로운 마일스톤` 버튼을 클릭합니다. 그러면 " ":guilabel:`마일스톤 만들기` 모달 양식이 나타납니다." -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "다음과 같이 양식을 작성합니다." - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -20064,284 +20335,6 @@ msgid "" msgstr "직원이 추가로 병가 1주일을 요청하는 경우의 할당 요청 양식" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "관리" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" -"휴가 및 배정 신청을 할 경우 일반적으로 부여를 받기 전에 승인 절차를 거치게 됩니다. 휴가 유형이 설정된 방식에 따라 휴가 신청을 하면" -" 승인을 한 번 혹은 두 번 받아야 합니다. 이러한 내용은 모두 *휴가* 애플리케이션의 :guilabel:`관리자` 섹션에서 확인할 수 " -"있습니다." - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" -"휴가 배정 및 신청 내용을 승인할 수 있는 사용자만 *휴가* 애플리케이션에 있는 :guilabel:`관리자` 섹션을 확인할 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "휴가 관리" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" -"승인 대기 중인 휴가 신청서를 보려면 :menuselection:`휴가 앱 --> 관리자 --> 휴가` 로 이동합니다. 직원 중에서 " -"*휴가* 애플리케이션에서 :guilabel:`휴가 담당자` 또는 :guilabel:`관리자` 액세스 권한을 가지고 있는 직원만 목록에 " -"있는 휴가 신청을 볼 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" -":guilabel:`휴가` 목록에 적용되어 있는 기본 필터는 `대기 중` 필터입니다. 이 필터를 사용하면 현재 사용자의 팀에 있는 직원이" -" 신청한 휴가 신청서 내역 중에서 :guilabel:`승인 예정` 이나 :guilabel:`두 번째 승인` 상태인 신청서만 나타납니다." - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" -"화면 왼쪽에는 다양하게 그룹으로 만들어 휴가 신청 내역의 범위를 좁힐 수 있도록 하는 선택 항목이 있습니다. 승인해야 하는 휴가 신청서만" -" 표시되므로 상태 옵션으로는 :guilabel:`모두`, :guilabel:`승인 예정` 및 :guilabel:`두 번째 승인` 만 " -"있습니다. 사용자가 소속되어 직원을 관리하는 부서 항목이 다양하게 화면 왼쪽의 :guilabel:`부서` 아래에 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "신청서가 여기에 있는 상태나 부서에 해당하지 않는 경우에는 관련 상태나 부서는 왼쪽 메뉴에 나타나지 **않습니다**." - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" -"특정 부서에 대한 휴가 신청서만 표시하려면 왼쪽에 있는 :guilabel:`부서` 를 클릭합니다. 그러면 선택한 부서에서 신청한 내역만 " -"표시됩니다." - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "각 요청별로 상태가 상태 열에서 특정 색상으로 강조 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" -":guilabel:`승인 예정` 및 :guilabel:`두 번째 승인` 요청은 노란색으로 강조 표시되며 기본값으로 이 항목만 목록에 " -"나타납니다. '대기 중' 필터를 삭제하면 모든 상태가 나타납니다. :guilabel:`승인 완료` 요청은 초록색으로 강조 표시되고, " -":guilabel:`제출 예정` (초안) 요청은 파란색으로 강조 표시되고, :guilabel:`반려됨` 요청은 회색으로 강조 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" -"휴가 신청서를 승인하려면 줄 끝에 있는 :guilabel:`👍 승인` 버튼을 클릭합니다. 이미 승인되어 두 번째 승인을 대기 중인 휴가 " -"신청서를 확정하려면 줄 끝에 있는 :guilabel:`✔️ 확인` 버튼을 클릭합니다. 신청서를 반려하려면 줄 맨 끝에 있는 " -":guilabel:`✖️ 반려` 버튼을 클릭합니다." - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "필터, 그룹화 및 상태 섹션이 강조 표시되어 있는 휴가 신청서" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" -"자세한 내용을 확인하려면 휴가 신청 줄에서 아무 곳이나 클릭하면 (:guilabel:`👍 승인`, :guilabel:`✔️ 확인` 및 " -":guilabel:`✖️ 반려` 버튼 제외) 휴가 요청 양식이 로드됩니다. 사용자 권한에 따라 변경할 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "신청서를 수정하려면 양식을 원하는 대로 변경합니다. 모든 변경 사항이 자동으로 저장됩니다." - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" -"이 양식에서도 신청을 승인을 하거나 반려할 수 있습니다. 승인하려면 :guilabel:`승인` 버튼을 클릭하며 :guilabel:`반려`" -" 버튼을 클릭하면 신청이 반려됩니다." - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "배정 관리" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" -"승인 대기 중인 배정 항목을 보려면 :menuselection:`휴가 앱 --> 관리 --> 배정` 으로 이동합니다. 직원 중에서 " -"*휴가* 애플리케이션에서 :guilabel:`휴가 담당자` 또는 :guilabel:`관리자` 액세스 권한이 있는 직원만 목록에 있는 배정" -" 상황을 볼 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" -"기본 필터는 :guilabel:`할당` 목록으로 이동할 때 :guilabel:`내 팀` 및 :guilabel:`활성화된 직원` 으로 " -"적용되도록 설정되어 있습니다. 여기에는 사용자의 팀에 속한 직원 (사용자의 관리 대상)과 활성화되어 있는 직원만 표시됩니다. 활성화되지 " -"않은 사용자는 표시되지 않습니다." - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "화면 왼쪽에 제시되어 있는 다양한 그룹 옵션으로 할당 요청 범위를 줄일 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" -":guilabel:`상태` 는 :guilabel:`승인 예정`, :guilabel:`반려됨` 및 :guilabel:`승인 완료` 중에서 " -"선택할 수 있습니다. 특정한 상태에 해당하는 요청만 확인하려면 해당하는 :guilabel:`상태` 를 클릭합니다. 전체 배정 요청을 " -"보려면 :guilabel:`모두` 를 클릭합니다." - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" -"배정 요청을 부서별로 표시할 수도 있습니다. 특정한 부서에 대한 배정만 나타나게 하려면 화면 왼쪽에 있는 :guilabel:`부서` 를 " -"클릭합니다." - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" -"왼쪽 그룹에서는 기본 필터인 :guilabel:`내 팀` 및 :guilabel:`활성화된 직원` 가 적용된 할당 요청만 나타납니다. 이 " -"필터가 적용되어 해당하는 할당 요청 상태만 왼쪽에 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" -"예를 들어, 요청 상태가 :guilabel:`제출 예정` 인 요청이 없는 경우에는 해당 상태 항목이 왼쪽에 표시되지 않습니다." - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" -"직원과 관련된 모든 부서가 목록에 표시됩니다. 사전 구성되어 있는 필터 중에서 해당 부서의 할당 요청과 일치하는 요청이 없는 경우에는 " -"목록이 비어있게 됩니다." - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" -"사전에 구성해 놓은 필터는 언제든지 삭제할 수 있으며, 특정 필터에 :guilabel:`✖️ (삭제)` 아이콘을 클릭하면 필터가 " -"삭제됩니다." - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" -":guilabel:`승인 예정` 요청은 노란색으로 강조 표시되고, :guilabel:`승인 완료` 요청은 초록색으로, " -":guilabel:`반려됨` 요청은 회색으로 강조 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" -"할당 요청을 승인하려면 줄 끝에 있는 :guilabel:`✔ 확인` 버튼을 클릭합니다. 요청을 반려하려면 :guilabel:`✖️ 반려`" -" 버튼을 클릭합니다." - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "필터, 그룹화 및 상태 섹션이 강조 표시되어 있는 할당 항목" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" -"더 자세히 내용을 확인하려면 배정 요청 줄에서 아무 곳이나 클릭하면 (:guilabel:`✔ 확인` 및 :guilabel:`✖️ 반려` " -"버튼 제외) 요청 내용을을 자세히 볼 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" -"사용자의 권한에 따라 표시되는 배정 요청 양식이 변경될 수 있습니다. 요청 내용을 수정하려면 양식을 원하는 대로 변경합니다. 모든 변경 " -"사항은 자동으로 저장됩니다." - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" -"이 양식에서도 신청을 승인하거나 반려할 수 있습니다. 승인하려면 :guilabel:`승인` 버튼을 클릭하며 :guilabel:`반려` " -"버튼을 클릭하면 신청이 반려됩니다." - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -20351,7 +20344,7 @@ msgstr "" "사용자 본인의 휴가 일정과 함께 사용자가 관리하는 팀의 일정을 색상으로 구분하여 보려면 :menuselection:`휴가 앱 --> " "개요` 으로 이동합니다. 그러면 '내 팀' 이 기본 필터로 되어 있는 달력이 월별 보기로 표시됩니다." -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -20361,7 +20354,7 @@ msgstr "" "표시되는 기간을 변경하려면 :guilabel:`월` 버튼을 클릭하여 드롭다운 메뉴가 나타나게 합니다. 그런 다음 " ":guilabel:`일`, :guilabel:`주` 또는 :guilabel:`연도` 를 선택하여 해당 보기에 캘린더를 표시합니다." -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -20371,19 +20364,19 @@ msgstr "" "전후 기간을 탐색하려면 선택한 단위 (:guilabel:`월`, :guilabel:`주` 등)에서 :guilabel:`← (왼쪽 " "화살표)` 또는 :guilabel:`→ ( 오른쪽 화살표)` 를 사용하여 지정된 기간만큼 전후로 이동합니다." -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "예를 들어, :guilabel:`월` 을 선택할 경우 화살표로 보기를 한 달 단위로 조정합니다." -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "언제든지 현재 날짜의 보기로 돌아가려면 :guilabel:`오늘` 버튼을 클릭합니다." -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " @@ -20391,25 +20384,25 @@ msgid "" msgstr "" "팀원은 알파벳순으로 줄마다 나열되며 상태와 무관하게 (*확인 완료* 또는 *승인 예정*) 휴가 신청 내역이 캘린더에 표시됩니다." -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "각 직원은 색상으로 구분되어 있습니다. 직원의 색상은 무작위로 선택되며 직원이 신청한 휴가 유형과 일치하지 *않습니다*." -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "휴가 상태는 신청 색상을 통해 세부적으로 표시되며 단색 (*확인 완료*) 또는 줄무늬 (*승인 예정*)로 표시됩니다." -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "신청 날짜 또는 기간은 신청서에 기록됩니다 (공간이 충분한 경우)." -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -20419,7 +20412,7 @@ msgstr "" "캘린더 하단에 있는 :guilabel:`총액` 행의 막대 그래프에는 특정 날짜에 자리를 비우게 될 예상 직원 숫자가 표시됩니다. 막대에 " "있는 숫자는 강조 표시된 날짜에 부재 중인 직원 수를 나타냅니다." -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -20433,219 +20426,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "휴가 신청 항목이 표시되어 있는 팀의 개요" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "내 휴가" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" -"*휴가* 애플리케이션에 있는 :guilabel:`내 휴가` 섹션에서는 휴가 현황판과 함께 사용자의 휴가 신청 및 배정 내용을 확인할 수 " -"있습니다." - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "현황판" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" -"모든 사용자가 *휴가* 애플리케이션의 기본 보기인 휴가 현황판에 액세스할 수 있습니다. :menuselection:`휴가 앱 --> 내 " -"휴가 --> 현황판` 을 통해서도 이동하여 애플리케이션 어디에서나 현황판에 액세스할 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "현재 연도가 표시되며, 현재 날짜는 빨간색으로 강조하여 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" -"보기를 변경하려면 :guilabel:`연도` 버튼을 클릭하여 드롭다운 메뉴를 표시합니다. 그런 다음 :guilabel:`일`, " -":guilabel:`주` 또는 :guilabel:`월` 를 선택하면 해당 보기에 캘린더가 나타납니다." - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" -"표시된 날짜를 변경하려면 :guilabel:`연도` 버튼 왼쪽에 있는 :guilabel:`← (왼쪽 화살표)` 또는 " -":guilabel:`→ (오른쪽 화살표)` 아이콘을 클릭합니다. 캘린더 보기는 표시된 보기에서 단위대로 조정합니다." - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "예를 들어, :guilabel:`연도` 를 선택한 경우에는 화살표는 보기가 1년 단위로 조정됩니다." - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "언제든 보기에서 현재 날짜를 보도록 변경하려면 :guilabel:`오늘` 버튼을 클릭합니다." - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" -"캘린더 보기 위에는 사용자의 잔여 휴가에 대한 요약이 표시됩니다. 배정된 휴가 유형별로 각각의 요약 상자에 표시됩니다. 각 요약에는 휴가" -" 유형, 해당하는 아이콘, 현재 사용 가능한 잔여 휴가 (시간 또는 일 단위) 및 만료일 (해당하는 경우)가 표시되어 있습니다." - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" -"전체 잔여 휴가에 대한 세부 정보를 확인하려면 휴가 요약의 :guilabel:`(일/시간) 가능` 끝에 있는 :guilabel:`? " -"(물음표)` 아이콘을 클릭합니다. 전체 세부 정보가 팝업 창으로 :guilabel:`배정` 된 휴가, 향후 :guilabel:`누적` " -"휴가, 예정된 :guilabel:`승인 완료` 휴가, :guilabel:`계획된` 휴가 및 다음을 포함한 표시됩니다. 현재 " -":guilabel:`사용 가능` 휴가입니다." - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "팝업 창에서 잔여 휴가에 대한 세부 정보를 모두 볼 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" -"앞으로 발생할 휴가 수를 확인하는 것도 가능합니다. 휴가 요약 블록의 오른쪽에는 :guilabel:`(날짜) 잔여일` 필드가 있습니다. " -"날짜를 클릭하면 캘린더 선택기 팝업이 나타납니다." - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" -"현재 날짜가 기본 날짜로 선택됩니다. 원하는 날짜로 이동하면 Odoo에서 해당 날짜에 사용자에게 부여될 휴가 잔여일이 표시됩니다. " -"여기에는 현재 계획 중이거나 승인된 휴가까지 모두 고려되어 있습니다. 현재 날짜로 돌아가려면 날짜 필드 오른쪽에 있는 " -":guilabel:`오늘` 버튼을 클릭합니다." - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" -"캘린더 오른쪽에는 다양한 휴가 유형이 색상과 함께 표시됩니다. :guilabel:`범례` 를 통해 휴가 요청에 대해 여러 가지 상태가 " -"표시되는 방법을 설명합니다." - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" -"확인이 완료된 휴가는 단색으로 표시됩니다 (:guilabel:`범례` 위에 있는 :guilabel:`휴가 유형` 섹션에 지정된 색상). " -"아직 승인 대기 중인 휴가 신청서는 흰색 줄무늬로 표시됩니다. 반려된 휴가 신청서에는 날짜에 색상으로 줄이 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "범례, 휴가 요약, 보기 버튼이 강조 표시되어 있는 휴가 현황판 화면" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "내 휴가" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" -"사용자가 신청한 전체 휴가 목록을 보려면 :menuselection:`휴가 앱 --> 내 휴가 --> 내 휴가` 로 이동합니다. " -"여기에서는 예전 및 현재 신청한 모든 휴가 내역이 목록 보기로 표시됩니다." - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" -"목록에는 신청 항목별로 :guilabel:`휴가 유형`, :guilabel:`설명`, :guilabel:`시작일`, " -":guilabel:`종료일`, :guilabel:`소요 기간`, 및 :guilabel:`상태` 에 대한 정보가 있습니다." - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "내 할당" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" -"모든 사용자 배정 목록을 보려면 :menuselection:`휴가 앱 --> 내 휴가 --> 내 배정` 으로 이동합니다. 모든 배정 내용" -" 및 배정 요청 사항이 목록 보기에 나타납니다." - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" -":guilabel:`내 배정` 페이지에서 :guilabel:`휴가 유형`, :guilabel:`설명`, :guilabel:`금액`, " -":guilabel:`배정 유형` 및 :guilabel:`상태` 정보를 확인할 수 있습니다." - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" -"이 보기에서도 새로 배정 요청을 할 수 있습니다. :ref:`배정 요청` 을 하려면 " -":guilabel:`새로 만들기` 버튼을 클릭합니다." - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -20655,7 +20436,7 @@ msgstr "" "보고 기능을 통해 직원별 또는 휴가 유형별로 팀에서의 휴가 상황을 볼 수 있습니다. 이를 통해 휴가 중인 직원과 휴가 기간 및 사용 중인" " 휴가 유형을 확인할 수 있습니다." -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -20665,17 +20446,17 @@ msgstr "" "보고서 왼쪽 상단에 있는 *스프레드시트에 삽입* 버튼을 통해 모든 보고서를 스프레드시트에 추가할 수 있습니다. *문서* 애플리케이션이 " "설치되어 있으면 보고서를 스프레드시트에 추가하도록 선택하는 항목이 나타납니다. 그렇지 않으면 보고서는 *현황판* 에 추가할 수 있습니다." -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "직원별" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "직원 휴가 신청 보고서를 보려면 :menuselection:`휴가 앱 --> 보고 --> 직원별` 로 이동합니다." -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " @@ -20684,7 +20465,7 @@ msgstr "" "기본 보고서는 현재 연도에 해당하는 데이터를 목록 보기로 표시하며 전체 직원을 알파벳순으로 표시합니다. 각 직원별 줄은 기본적으로 접혀 " "있습니다. 줄을 펼치려면 줄에서 아무 곳이나 클릭합니다." -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " @@ -20693,7 +20474,7 @@ msgstr "" "보기가 확장되고 휴가 유형별로 휴가 요청이 정리되어 나타납니다. 휴가 유형 줄에서 아무 곳이나 클릭하면 펼쳐져서 해당 유형에 해당하는 " "개별 휴가 요청을 모두 확인할 수 있습니다." -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -20706,7 +20487,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "직원별 휴가 보고서가 목록 보기에 표시됩니다." -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -20721,7 +20502,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "직원 휴가 보고서의 여러 가지 다른 보기가 강조 표시되어 있는 모습" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -20731,11 +20512,11 @@ msgstr "" "선택한 후에는 선택 내용에 대한 추가 항목이 나타납니다. 보고서 및 여러 가지 선택 항목에 대해 자세히 확인하려면 :doc:`보고 " "<../essentials/reporting>` 문서를 참조하세요." -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "유형별" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" @@ -20744,7 +20525,7 @@ msgstr "" "휴가 목록을 휴가 유형별로 모두 보려면 :menuselection:`휴가 앱 --> 보고 --> 유형별` 로 이동합니다. 모든 휴가 신청" " 상황이 기본 막대 그래프에 표시됩니다." -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -20758,13 +20539,13 @@ msgstr "" "여러 가지 휴가 유형과 신청한 날짜 수가 막대 그래프로 표시됩니다. 세부 정보는 빨간색\n" "상자로 강조 표시되어 있습니다." -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "막대를 클릭하면 해당 휴가 유형으로 신청한 휴가가 모두 표시된 세부 목록 보기로 이동합니다." -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -20775,7 +20556,7 @@ msgstr "" ":guilabel:`시작일`, :guilabel:`종료일 `, :guilabel:`상태` 및 :guilabel:`설명` 과 같은 정보와 " "함께 표시됩니다: ." -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -20786,18 +20567,520 @@ msgstr "" ":guilabel:`그래프` (기본 보기), :guilabel:`목록` 또는 :guilabel:`피벗` 테이블 중에서 다양하게 선택할 수" " 있습니다." -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " "their various options, refer to the :doc:`reporting " "<../essentials/reporting>` documentation." msgstr "" +"선택한 후에는 선택 내용에 대한 추가 항목이 나타납니다. 보고서 및 여러 가지 선택 항목에 대해 자세히 확인하려면 :doc:`보고 " +"<../essentials/reporting>` 문서를 참조하세요." -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr ":doc:`time_off/request_time_off`" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "관리" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "휴가 관리" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "신청서가 여기에 있는 상태나 부서에 해당하지 않는 경우에는 관련 상태나 부서는 왼쪽 메뉴에 나타나지 **않습니다**." + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "각 요청별로 상태가 상태 열에서 특정 색상으로 강조 표시됩니다." + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "필터, 그룹화 및 상태 섹션이 강조 표시되어 있는 휴가 신청서" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "신청서를 수정하려면 양식을 원하는 대로 변경합니다. 모든 변경 사항이 자동으로 저장됩니다." + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "배정 관리" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" +":guilabel:`승인 예정` 요청은 노란색으로 강조 표시되고, :guilabel:`승인 완료` 요청은 초록색으로, " +":guilabel:`반려됨` 요청은 회색으로 강조 표시됩니다." + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "필터, 그룹화 및 상태 섹션이 강조 표시되어 있는 할당 항목" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" +"사용자의 권한에 따라 표시되는 배정 요청 양식이 변경될 수 있습니다. 요청 내용을 수정하려면 양식을 원하는 대로 변경합니다. 모든 변경 " +"사항은 자동으로 저장됩니다." + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" +"이 양식에서도 신청을 승인하거나 반려할 수 있습니다. 승인하려면 :guilabel:`승인` 버튼을 클릭하며 :guilabel:`반려` " +"버튼을 클릭하면 신청이 반려됩니다." + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "내 휴가" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "현황판" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" +"보기를 변경하려면 :guilabel:`연도` 버튼을 클릭하여 드롭다운 메뉴를 표시합니다. 그런 다음 :guilabel:`일`, " +":guilabel:`주` 또는 :guilabel:`월` 를 선택하면 해당 보기에 캘린더가 나타납니다." + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "예를 들어, :guilabel:`연도` 를 선택한 경우에는 화살표는 보기가 1년 단위로 조정됩니다." + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" +"캘린더 보기 위에는 사용자의 잔여 휴가에 대한 요약이 표시됩니다. 배정된 휴가 유형별로 각각의 요약 상자에 표시됩니다. 각 요약에는 휴가" +" 유형, 해당하는 아이콘, 현재 사용 가능한 잔여 휴가 (시간 또는 일 단위) 및 만료일 (해당하는 경우)가 표시되어 있습니다." + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "팝업 창에서 잔여 휴가에 대한 세부 정보를 모두 볼 수 있습니다." + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "범례, 휴가 요약, 보기 버튼이 강조 표시되어 있는 휴가 현황판 화면" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "내 휴가" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "내 할당" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" +"이 보기에서도 새로 배정 요청을 할 수 있습니다. :ref:`배정 요청` 을 하려면 " +":guilabel:`새로 만들기` 버튼을 클릭합니다." + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "휴가 신청" @@ -20806,7 +21089,7 @@ msgstr "휴가 신청" msgid "" "Once time off has been allocated to an employee, a request to use it can be " "submitted." -msgstr "" +msgstr "직원에게 휴가 배정이 되면 휴가를 사용할 수 있도록 신청서를 제출할 수 있습니다." #: ../../content/applications/hr/time_off/request_time_off.rst:7 msgid "" @@ -20825,6 +21108,8 @@ msgid "" "either the main *Time Off* :guilabel:`Dashboard` or the :guilabel:`My Time " "Off` dashboard, in the default list view." msgstr "" +"새로 휴가 신청을 하려면, 기본 목록 보기에서 기본 *휴가* :guilabel:`현황판` 또는 :guilabel:`내 휴가` 현황판에서 " +":guilabel:`새로 만들기` 버튼을 클릭합니다." #: ../../content/applications/hr/time_off/request_time_off.rst:15 msgid "" @@ -20856,6 +21141,8 @@ msgid "" "two fields to populate: the start and end dates. Click on either date field " "and a popover calendar appears." msgstr "" +":guilabel:`날짜`: 휴가 날짜를 입력합니다. 입력할 두 가지 필드로 시작일과 종료일을 입력합니다. 날짜 항목 중에서 하나를 " +"클릭하면 팝오버 달력이 나타납니다." #: ../../content/applications/hr/time_off/request_time_off.rst:26 msgid "" @@ -20870,12 +21157,12 @@ msgstr "" msgid "" "If only requesting time off for a single day, click on the start date, then " "click the same date again for the end date." -msgstr "" +msgstr "하루만 휴가를 신청한 경우 시작일을 클릭한 다음 같은 날짜를 종료일로 다시 클릭합니다." #: ../../content/applications/hr/time_off/request_time_off.rst:32 msgid "" "When the correct dates are selected, click the :guilabel:`Apply` button." -msgstr "" +msgstr "날짜를 알맞게 선택한 후 :guilabel:`적용` 버튼을 클릭합니다." #: ../../content/applications/hr/time_off/request_time_off.rst:34 msgid "" @@ -20930,6 +21217,8 @@ msgid "" "should include any details that managers and approvers may need to approve " "the request." msgstr "" +":guilabel:`설명`: 휴가 신청과 관련된 설명을 입력합니다. 여기에는 관리자 및 승인자가 신청 승인을 하기 위해서 필요한 상세 " +"정보가 모두 있어야 합니다." #: ../../content/applications/hr/time_off/request_time_off.rst:53 msgid "" @@ -20938,6 +21227,8 @@ msgid "" "Click the :guilabel:`Attach File` button, and a file explorer window " "appears." msgstr "" +":guilabel:`증빙 문서`: 선택한 :guilabel:`휴가 유형` 에서 문서를 첨부할 수 있는 경우에만 표시됩니다. " +":guilabel:`파일 첨부` 버튼을 클릭하면 파일 탐색기 창이 나타납니다." #: ../../content/applications/hr/time_off/request_time_off.rst:57 msgid "" @@ -20945,6 +21236,8 @@ msgid "" "click The :guilabel:`Open` button. The files then appear on the time off " "request form. Multiple documents can be attached, if necessary." msgstr "" +"첨부하려는 파일로 이동하여 선택한 다음 :guilabel:`열기` 버튼을 클릭합니다. 그러면 파일이 휴가 신청 양식에 나타납니다. 필요한" +" 경우 문서를 여러 개 첨부할 수 있습니다." #: ../../content/applications/hr/time_off/request_time_off.rst:61 msgid "" @@ -20952,6 +21245,8 @@ msgid "" ":guilabel:`Save & Close` button to save the information, and submit the " "request." msgstr "" +":guilabel:`현황판` 에서 신청서를 만든 경우 :guilabel:`저장 후 닫기` 버튼을 클릭하여 정보를 저장하고 신청서를 " +"제출합니다." #: ../../content/applications/hr/time_off/request_time_off.rst:64 msgid "" diff --git a/locale/ko/LC_MESSAGES/inventory_and_mrp.po b/locale/ko/LC_MESSAGES/inventory_and_mrp.po index f866ec4a9..6d3022656 100644 --- a/locale/ko/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ko/LC_MESSAGES/inventory_and_mrp.po @@ -6,8 +6,8 @@ # Translators: # Martin Trigaux, 2023 # JH CHOI , 2024 -# Wil Odoo, 2024 # Daye Jeong, 2024 +# Wil Odoo, 2024 # Sarah Park, 2024 # #, fuzzy @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -1631,9 +1631,8 @@ msgstr "세부 작업 팝업에서 :guilabel:`로트` 표시" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1644,6 +1643,7 @@ msgstr "세부 작업 팝업에서 :guilabel:`로트` 표시" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1659,7 +1659,7 @@ msgstr "세부 작업 팝업에서 :guilabel:`로트` 표시" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1669,11 +1669,14 @@ msgstr "세부 작업 팝업에서 :guilabel:`로트` 표시" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "설정" @@ -3889,17 +3892,15 @@ msgstr "" msgid "Reordering rules" msgstr "재주문 규칙" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"재주문 규칙은 예측 재고 수준을 정의된 최소 임계값 이상으로 유지하면서 지정된 상한선을 초과하지 않도록 하는 데 사용됩니다. 이는 재고가" -" 그 이하로 떨어지지 않아야 하는 최소 수량과 재고가 초과하지 않아야 하는 최대 수량을 지정하여 수행됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3912,24 +3913,24 @@ msgstr "" "규칙이 트리거되면 견적 요청(RFQ)이 생성됩니다. 반대로 *제조* 경로를 사용하는 경우 선택한 보충 경로에 관계없이 제조 주문(MO)이" " 생성됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "`Odoo 튜토리얼: 자동 재주문 규칙 `_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" "`Odoo 튜토리얼: 직접 재주문 규칙 설정하기 `_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "재주문 규칙에 대한 제품 구성" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3939,7 +3940,7 @@ msgstr "" "품목에 재주문 규칙을 적용하려면 먼저 설정이 반드시 정확하게 되어 있어야 합니다. :menuselection:`재고 관리 앱 --> 품목" " --> 품목`으로 이동한 후 기존 품목을 선택하거나 :guilabel:`새로 만들기`를 클릭하여 새로 생성합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3954,7 +3955,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "제품 유형을 저장 가능 품목으로 설정합니다," -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3967,7 +3968,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "재고 탭에서 하나 이상의 경로를 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3985,7 +3986,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "구매 탭에서 공급업체와 가격을 지정합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3995,7 +3996,7 @@ msgstr "" "제품이 :guilabel:`제조` 경로를 통해 재입고되는 경우, 해당 제품이 하나 이상의 BoM (자재명세서)에 연결되어 있어야 합니다." " 이는 Odoo가 :abbr:`BoM (자재명세서)`이 있는 제품에 대해서만 제조 주문을 생성하기 때문에 필요합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4010,11 +4011,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "품목 양식의 자재명세서 스마트 버튼입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "새 재주문 규칙 만들기" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " @@ -4023,15 +4024,15 @@ msgstr "" "재주문 규칙을 새로 생성하려면 :menuselection:`재고관리 앱 --> 환경 설정 --> 재주문 규칙`으로 이동한 후 " ":guilabel:`새로 만들기`를 클릭한 후 다음과 같이 새로운 줄에 입력합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr ":guilabel:`품목`: 규칙에 의해 보충되는 품목입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`위치`: 품목이 저장된 위치입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -4040,13 +4041,13 @@ msgstr "" ":guilabel:`최소 수량`: 규칙이 트리거되기 전의 최소 예측 수량을 나타냅니다. 예상 재고가 이 수치 아래로 떨어지면 시스템에서 " "품목에 대한 보충 주문이 생성됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr ":guilabel:`최대 수량`: 재고가 보충되는 최대 수량입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -4054,7 +4055,7 @@ msgid "" msgstr "" ":guilabel:`다중 수량`: 품목을 특정 수량 단위로 보충할지 여부를 지정합니다. (예: 품목을 20개 단위로 보충할 수 있음)" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4067,7 +4068,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "새로운 재주문 규칙을 만들기 위한 양식입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -4078,29 +4079,145 @@ msgstr "" "품목`으로 이동하여 품목을 선택합니다. 그런 다음 :guilabel:`재주문 규칙` 스마트 버튼을 클릭하고 :guilabel:`새로 " "만들기`를 클릭하여 위에 설명한 바와 같이 새로운 줄에 입력합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "재주문 규칙 사용법의 고급 단계에 대해 알아보려면, 다음 재주문 규칙 내용을 확인해 보세요." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr ":ref:`트리거 `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr ":ref:`확인 기간 `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr ":ref:`경로 `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "트리거" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " @@ -4109,7 +4226,7 @@ msgstr "" "재고가 재주문 규칙의 최소값 아래로 떨어질 경우, 재주문 규칙이 *자동*으로 *트리거*되도록 설정하여 재고 보충을 위해 구매발주서나 " "제조주문서를 자동으로 생성합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -4119,17 +4236,17 @@ msgstr "" "또는 재주문 규칙이 트리거되는 방식을 *수동*으로 설정해 놓으면, 조달 관리자가 재고 수준, 리드 타임 및 예상 도착 날짜를 검토할 수 " "있도록 *재고 보충 현황판*에 품목과 예상 재고가 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr ":doc:`전략`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "재고 보충 현황판은 :menuselection:`재고 앱 --> 작업 --> 보충`에서 확인할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -4145,7 +4262,7 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "추가 선택 메뉴에서 트리거 항목에 있는 토글 스위치를 전환하여 사용 설정" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" @@ -4154,11 +4271,11 @@ msgstr "" ":guilabel:`트리거` 열에 :guilabel:`자동`이나 :guilabel:`수동`을 선택합니다. 다양한 재주문 규칙 유형에 대해" " 알아보려면 아래 섹션을 참조하세요." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "자동" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " @@ -4167,21 +4284,21 @@ msgstr "" "자동 재주문 규칙은 재주문 규칙에서 :guilabel:`트리거` 필드를 :guilabel:`자동`으로 설정하여 환경 설정하며, 다음과 " "같은 경우 구매발주서나 제조주문서가 생성됩니다. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "스케줄러가 실행되고, *보유* 수량이 최소 수량 미만인 경우" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "판매주문서가 승인되고, 품목의 *예상* 수량이 최소 수량보다 낮아지는 경우" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "스케줄러는 하루에 한 번 실행되도록 기본 설정되어 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -4193,11 +4310,11 @@ msgstr "" "확인하고 :menuselection:`재고 관리 앱 --> 작업 --> 스케줄러 실행`을 선택합니다. 그런 다음, 팝업 창이 나타나면 " "보라색 :guilabel:`스케줄러 실행` 버튼을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "이렇게 할 경우 예약되어 있는 다른 작업도 트리거가 된다는 점에 유의하시기 바랍니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -4211,7 +4328,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "재주문 규칙 페이지에서 자동 재주문 규칙을 표시합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4221,7 +4338,7 @@ msgstr "" ":guilabel:`구매` 경로를 선택하면 :abbr:`견적 요청서 (RFQ)`가 생성됩니다. :abbr:`견적 요청서 (RFQ)`를 " "확인하고 관리하려면 :menuselection:`앱 구매 --> 주문 --> 견적 요청`으로 이동합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4231,7 +4348,7 @@ msgstr "" ":guilabel:`제조` 경로를 선택하면 :abbr:`MO (제조주문서)`가 생성됩니다. :abbr:`MO (제조주문서)`를 확인하고 " "관리하려면 :menuselection:`제조 관리 앱 --> 작업 --> 제조 주문`으로 이동합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." @@ -4239,13 +4356,13 @@ msgstr "" "선택된 경로가 없는 경우에는, Odoo에서는 품목 양식 :guilabel:`재고 관리` 탭에 지정된 :guilabel:`경로`가 " "선택됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "수동" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -4258,7 +4375,7 @@ msgstr "" "수량이 지정된 최소값 아래로 떨어지면 보충 현황판에 품목이 표시됩니다. 이 현황판에 표시되는 품목을 *필요* 항목이라고 하며, 예정된 " "판매주문서 작업에 필요하나 예상 수량이 충분하지 않기 때문입니다. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -4268,7 +4385,7 @@ msgstr "" ":menuselection:`재고 앱 --> 운영 --> 보충`으로 이동하면 보충 현황판을 확인할 수 있으며, 판매주문서 마감일, 예상 " "재고 수준 및 공급업체 리드 타임을 고려합니다. 품목을 다시 주문할 시기가 되면 필요한 항목에 **한해서만** 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -4279,7 +4396,7 @@ msgstr "" "` 섹션으로 건너뛰면 지정된 일수 전에 보충 현황판에 " "필요 항목이 표시되도록 설정할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -4294,11 +4411,11 @@ msgid "" "stock." msgstr "재고를 보충하려면 보충 현황판에서 한 번만 주문 버튼을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "표시 일자" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" @@ -4308,7 +4425,7 @@ msgstr "" "<../../shipping_receive/advanced_Operations_shipping/scheduled_dates>`에 대해 " "충분히 이해했는지 확인해 봅니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -4318,13 +4435,13 @@ msgstr "" "품목에 :ref:`수동 재주문 규칙 `이 적용되면 일정한 기간 " "전에 보충 현황판 (:menuselection:`재고 관리 앱 --> 운영 --> 보충`)에 품목의 *표시 일수*가 표시됩니다. " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "품목에 수동 재주문 규칙이 재고 수준이 4개 미만이 되면 실행되도록 설정되어 있습니다. 현재 보유 중인 수량은 10개입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " @@ -4333,14 +4450,14 @@ msgstr "" "현재 날짜는 2월 20일이고 판매주문서 상의 *배송 날짜* (:guilabel:`기타 정보` 탭)는 현재 날짜로부터 12일 후인 3월 " "3일입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -4355,13 +4472,13 @@ msgid "" "Feb 27th." msgstr "보충 현황판에 필요 항목이 생기는 시기를 나타내는 그래픽: 2월 27일 자" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "현재 날짜인 2월 20일로 보충 현황판에서 품목을 확인하려면 :guilabel:`표시 일자`를 `7.00`로 설정합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " @@ -4370,21 +4487,21 @@ msgstr "" "보충 현황판에서 품목을 확인하는 데 필요한 표시 일자를 계산하려면 보충 현황판의 *필요 항목이 표시되는 날짜*에서 *당일 날짜*를 " "뺍니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "표시 일자 = 필요 항목이 표시되는 날짜 - 당일 날짜" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "위의 예시를 참고할 경우, 오늘 날짜가 2월 20일이고 해당 품목에 대한 필요 표시가 2월 27일에 나타납니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "(2월 27일 - 2월 20일 = 7일)" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -4398,11 +4515,11 @@ msgid "" "days set." msgstr "잘못되게 표시된 표시 일자와 정확한 표시 일자를 보충 현황판에서 같이 보여 줍니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "경로" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4412,7 +4529,7 @@ msgstr "" "Odoo에서는 각 품목 양식의 :guilabel:`재고` 탭에서 여러 경로를 선택할 수 있습니다. 즉, 단일 제품에 대해 두 경로의 " "기능을 모두 사용할 수 있도록 :guilabel:`구매`와 :guilabel:`제조`를 모두 선택할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -4423,13 +4540,13 @@ msgstr "" " 설정되는 경로입니다. 기본 경로를 지정하려면 :menuselection:`재고 관리 앱 --> 환경 설정 --> 재주문 규칙`으로 " "이동합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "기본값으로, :guilabel:`경로` 열은 :guilabel:`재주문 규칙` 페이지에 숨겨져 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " @@ -4438,7 +4555,7 @@ msgstr "" ":guilabel:`경로` 열을 표시하려면 제목 열의 맨 오른쪽에 있는 :guilabel:`(슬라이더)` 아이콘을 선택하여 드롭다운 " "메뉴가 나타나면 :guilabel:`경로` 항목을 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4451,7 +4568,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "드롭다운에서 선호하는 경로를 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -6452,6 +6569,9 @@ msgid "" "by lot numbers. Then, click the :guilabel:`Receipt` smart button that " "appears at the top of the page to navigate to the warehouse receipt form." msgstr "" +"시작하려면 :menuselection:`매입` 앱으로 이동하여 로트 번호로 추적되는 품목 |PO| `만들기 및 확인 " +"`_ 을 합니다. 그런 다음 페이지 상단에 나타나는 " +":guilabel:`입고` 스마트 버튼을 클릭하여 창고 입고 확인증 양식으로 이동합니다." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:85 msgid "" @@ -6614,6 +6734,8 @@ msgid "" ":guilabel:`Quantity` taken from that specific lot (if there is enough stock " "in that particular lot)." msgstr "" +"팝업 창에서 선택한 로트번호와 저장 위치가 :guilabel:`피킹 위치` 열에 표시되며, 해당 로트에서 가져온 전체 " +":guilabel:`수량` 도 함께 표시됩니다 (해당하는 특정 로트에 재고가 충분한 경우)." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 msgid "" @@ -6882,6 +7004,8 @@ msgid "" "to be created during this operation type. Choose :guilabel:`Use Existing " "ones` if only existing lot numbers can be selected." msgstr "" +"작업 유형 양식에 있는 :guilabel:`로트/일련번호` 섹션에서 :guilabel:`새로 만들기` 확인란을 선택하면 이 작업 유형에서" +" 새 로트 번호를 생성할 수 있습니다. 기존 로트 번호만 선택할 수 있는 경우에는 :guilabel:`기존 항목 사용` 을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Enabled traceability setting on operations type form." @@ -7697,6 +7821,9 @@ msgid "" "Quantity` column. Then, click the :icon:`fa-history` :guilabel:`History` " "button on the far-right." msgstr "" +"원래 수량을 찾아서 그에 따라 :guilabel:`보유 수량` 를 조정하려면 새 로트번호 또는 일련 번호를 지정한 후 " +":guilabel:`보유 수량` 열에서 :icon:`fa-pencil` :guilabel:`(연필)` 아이콘을 클릭합니다. 그런 다음 맨" +" 오른쪽에 있는 :icon:`fa-history` :guilabel:`이력` 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Show the \"History\" button on the Inventory Adjustments page." @@ -8513,7 +8640,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -8686,6 +8813,9 @@ msgid "" "<../../../../general/users/access_rights>`, and is found by navigating to " ":menuselection:`Inventory app --> Reporting --> Stock`." msgstr "" +"*재고 보고서* 는 모든 보유 품목이나 미예약 품목, 입고 및 출고되는 저장 품목에 대한 포괄적인 목록입니다. 보고서는 :doc:`관리자" +" 액세스 <../../../../general/users/access_rights>` 가 있는 사용자만 사용할 수 있으며 " +":menuselection:`재고 관리 앱 --> 보고 --> 재고` 로 이동하여 확인할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst-1 msgid "Show stock reporting list found in Inventory > Reporting > Stock." @@ -8794,20 +8924,18 @@ msgstr "" "클릭하여 선택을 확인합니다. 이 작업을 수행하면 업데이트된 배송업체 선택에 해당하는 새 추적 번호와 새 레이블이 생성됩니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`invoicing`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "공급업체로부터 고객에게 직접 배송하기" +msgid "Dropshipping" +msgstr "직배송" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -8821,11 +8949,11 @@ msgstr "" "제품을 구매하여 재고에 보관하고 있다가 주문이 접수되면 고객에게 제품을 보냅니다. 이와는 다르게 생산자 직송은 공급업체가 품목의 보관 및" " 배송을 관리합니다. 이 방식은 판매자에게 재고 비용 절감, 창고 운영 비용 절감 등의 이점을 제공합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "직배송할 품목 구성" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -8836,7 +8964,7 @@ msgstr "" "설정`을 선택합니다. :guilabel:`물류` 제목 아래에서 :guilabel:`직배송` 확인란을 클릭하고 :guilabel:`저장`을" " 클릭하여 완료합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -8854,7 +8982,7 @@ msgid "" "product form." msgstr "품목 양식에서 '판매 가능' 및 '구매 가능' 확인란을 사용하도록 설정합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -8868,7 +8996,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "공급업체가 지정된 품목 양식입니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -8880,33 +9008,26 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "품목 재고 탭에서 직배송 옵션을 사용하도록 설정합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 +msgid "" +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "직배송을 사용하여 주문 처리" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 -msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." -msgstr "" -"고객이 직배송 제품에 대한 온라인 구매를 완료하면 공급업체에 대한 견적 요청 (:abbr:`견적 요청(RFQ)`)과 함께 판매 주문이 " -"자동으로 생성됩니다. 판매 주문에 액세스하려면 :menuselelction:`판매` 앱으로 이동한 후 :menuselelction:`주문" -" --> 주문`을 선택합니다. 또한, 판매 주문의 오른쪽 상단에 있는 :guilabel:`구매` 스마트 버튼을 클릭하면 관련 " -":abbr:`견적 요청 (RFQ)`을 볼 수 있습니다." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" -":menuselection:`판매`에서 :menuselection:`주문 --> 주문 --> 생성`을 선택하고 직배송으로 설정된 품목을 " -"추가하여 직배송 판매 주문을 수동으로 생성할 수 도 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -8914,15 +9035,13 @@ msgid "" "corner." msgstr "오른쪽 상단에 구매 스마트 버튼이 있는 직배송 판매 주문입니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" -":abbr:`견적 요청(RFQ)`을 확인하면 구매 주문으로 전환되어 이에 연결된 직배송 수령 영수증이 생성됩니다. 연결된 영수증은 발주서" -" 양식의 오른쪽 상단에 있는 :guilabel:`입고` 스마트 버튼을 클릭하여 확인할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -8930,22 +9049,20 @@ msgid "" "corner." msgstr "오른쪽 상단에 수령 스마트 버튼이 있는 직배송 발주서입니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" -"직배송 수령에는 :guilabel:`수취인` 섹션에 공급업체가 나열되고 :guilabel:`목적지 위치` 섹션에는 고객이 나열됩니다. " -"고객에게 제품 배송 시 배송된 수량을 확인하려면 직배송 수령 내역 왼쪽 상단에 있는 :guilabel:`확인` 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "배송 후 상품 수령 문서를 확인합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -8963,30 +9080,30 @@ msgstr "모든 직배송 관련 주문을 보려면 직배송 카드의 녹색 msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -8997,12 +9114,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "배송 방법 추가" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -9010,13 +9127,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -9024,13 +9141,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -9041,7 +9158,7 @@ msgstr "" ":guilabel:`회사`: 특정 회사에 배송 방법을 적용해야 하는 경우 드롭다운 메뉴에서 해당 회사를 선택합니다. 모든 회사에 배송 " "방법을 적용하려면 이 필드를 비워둡니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -9051,14 +9168,14 @@ msgstr "" ":guilabel:`웹사이트`: 이커머스 페이지에 대한 배송 방법을 구체적으로 구성합니다. 드롭다운 메뉴에서 해당 웹사이트를 선택하거나," " 비워두면 모든 웹페이지에 적용할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " @@ -9066,17 +9183,17 @@ msgid "" msgstr "" ":guilabel:`주문 금액 이상이면 무료`: 이 확인란을 선택하면 고객이 지정된 금액 이상을 결제할 경우 무료 배송이 활성화됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -9086,19 +9203,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -9109,7 +9226,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -9120,7 +9237,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -9131,7 +9248,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -9142,18 +9259,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -9164,9 +9281,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -9282,245 +9399,6 @@ msgstr "아래쪽 하단에 있는 FedEx 패키지 라벨의 예는 다음과 msgid "Half page letter size FedEx shipping label." msgstr "반쪽짜리 편지 크기의 FedEx 배송 라벨." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" -"타사 배송업체에 대한 라벨을 생성하려면 먼저 :doc:`타사 배송 커넥터를 설치합니다 " -"<../setup_configuration/third_party_shipper>`. 그런 다음 :ref:`배송 방법 " -"` 에 대한 환경 설정 및 활성화를 " -"하고, 배송 라벨을 생성하려면 :guilabel:`통합 수준` 을 :guilabel:`요금 받기 및 배송 생성` 으로 설정하여야 합니다." -" 마지막으로 회사의 :ref:`원 주소 `" -" 및 :ref:`품목 중량 ` 를 입력합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" -"*판매* 및 *재고 관리* 앱이 모두 설치되어 있는 경우에는 :menuselection:`판매` 앱부터 시작하여 원하는 견적서 또는 " -"판매주문서 (SO)로 이동합니다. 해당 문서에서 :ref:`배송비 ` 를 주문서에 추가합니다. 그런 다음 연결된 |DO| 또는 다단계로 배송을 하는 경우에는 다른 작업 유형으로" -" 작업을 승인하고 라벨을 인쇄합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" -"주문서에 대한 추적용 라벨을 생성하려면 먼저 :menuselection:`판매 앱 --> 주문서 --> 견적서` 에서 견적서를 생성하고 " -":guilabel:`새로 만들기` 를 클릭한 후 견적 양식을 작성합니다. 그런 다음 견적서의 오른쪽 하단에 있는 :guilabel:`배송" -" 추가` 버튼을 클릭합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" -"팝업 창이 나타나면 :guilabel:`배송 방법` 드롭다운 메뉴에서 원하는 배송업체를 선택합니다. :guilabel:`총 주문 중량` " -"필드는 :ref:`주문서의 품목 중량` 을 기준으로 " -"자동으로 입력됩니다. 이 필드를 수정하여 예상 중량을 덮어쓴 후 이 중량을 사용하여 배송비를 추정합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "여러 패키지 배송" @@ -9782,19 +9660,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "패키지 내용물" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -9820,25 +9698,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -9846,7 +9724,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -9856,19 +9734,21 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "반품 명세서" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " "details and customer information. It can also include specific return " "instructions for the customer." msgstr "" +"고객 반품 패키지를 배송할 때 포함할 *반품 전표* 를 인쇄합니다. 여기에서 반품 식별, 판매주문서 링크, 품목 세부 정보 및 고객 " +"정보를 확인할 수 있습니다. 또한 고객을 위한 구체적인 반품 지침도 포함될 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -9876,7 +9756,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -9886,31 +9766,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -9920,7 +9800,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -9930,7 +9810,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -9940,42 +9820,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "LOT/일련번호 라벨" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -9983,7 +9863,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -9994,31 +9874,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "예약된 배송 날짜" @@ -11502,6 +11651,9 @@ msgid "" "dashboard. Alternatively, the picking order can also be accessed via the " ":guilabel:`Delivery` smart button at the top of the sales order form." msgstr "" +"피킹을 완료하려면 :guilabel:`재고 관리 앱` 으로 이동하여 :guilabel:`재고 관리 전체보기` 현황판에서 " +":guilabel:`피킹` 작업 카드를 찾습니다. 또는 판매주문서 양식 상단에 있는 :guilabel:`배송` 스마트 버튼을 통해 피킹 " +"주문서에 액세스할 수도 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:190 msgid "" @@ -11786,6 +11938,8 @@ msgid "" "the warehouse, the amount of receipts and delivery orders processed daily, " "and so on." msgstr "" +"회사가 선호하는 품목 수령 또는 배송 방법은 재고 처리 혹은 판매되는 품목 유형, 창고 규모, 매일 처리되는 입고량 및 배송 주문량 등과" +" 같은 여러 요인에 따라 달라집니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst:12 msgid "" @@ -11814,6 +11968,8 @@ msgid "" "enabled, the incoming and outgoing routes can be changed to either two steps" " or three steps." msgstr "" +"Odoo에서 한 가지 단계만으로 품목을 수령하고 배송하도록 기본 입출고 경로가 설정되어 있습니다. 그러나 *다단계 경로* 기능을 " +"활성화하면 입출고 경로를 2단계 또는 3단계로 변경할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst:25 msgid "" @@ -11843,6 +11999,8 @@ msgid "" "performance of quality control checks on received products, or the use of " "special packaging on shipped products." msgstr "" +"이와 같은 환경 설정은 비즈니스의 요구 사항에 따라 달라집니다. 또한 입고된 품목에 대한 품질 관리 검사 수행 또는 배송된 품목에 대한 " +"특수 패키지 사용 등 보관된 품목에 대한 요구 사항에 따라서도 달라집니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst:39 msgid "One-step flow" @@ -12370,6 +12528,8 @@ msgid "" "scheduled delivery date, when products included in a sales order (SO) should" " be reserved." msgstr "" +"*예정일 전* 예약하는 방법을 사용하면 사용자는 판매주문서 (SO)에 있는 품목을 예약해야 하는 배송 예정일 **이전** 의 최대 " +"기간으로 작용하는 특정한 날짜 수를 선택할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:19 msgid "" @@ -12472,6 +12632,8 @@ msgid "" "product from the drop-down menu that has a configured *customer lead time*, " "to add to the quotation form." msgstr "" +":guilabel:`고객` 필드에 고객을 추가한 후 :guilabel:`주문서 내역` 탭에서 :guilabel:`품목 추가` 를 클릭하고" +" 드롭다운 메뉴에서 *고객 리드 타임* 이 설정되어 있는 품목을 선택하여 견적서 양식에 추가합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:88 msgid "" @@ -12535,6 +12697,8 @@ msgid "" "green. This is because there is sufficient stock on-hand for this order, but" " no quantity has been reserved yet." msgstr "" +"배송주문서 양식에서 :guilabel:`품목 사용 가능 여부` 필드 상태가 초록색 대신 노란색 텍스트로 `사용 가능` 으로 표시됩니다. " +"이는 주문에 대한 재고가 충분하지만 아직 수량이 예약되지 않았기 때문입니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:125 msgid "" @@ -12543,6 +12707,8 @@ msgid "" "date. This indicates that the products are not reserved until three days " "from today's date (two days before the scheduled delivery date)." msgstr "" +":guilabel:`품목 사용 가능 여부` 필드 위에 있는 :guilabel:`예정일` 필드에는 주문 생성일부터 5일 후의 날짜가 " +"표시됩니다. 오늘부터 3일 (배송 예정일 2일 전)까지 해당 품목이 예약되어 있지 않다는 의미입니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst-1 @@ -12653,6 +12819,8 @@ msgid "" "status indicate that the products in those orders have either not been " "reserved yet, or are not in stock at all." msgstr "" +":guilabel:`배송주문서` 카드에 :guilabel:`대기 중` 상태와 같이 실시간 주문에 대한 현재 상태가 표시됩니다. 주문서가 " +"해당 상태에 있는 경우는 주문서에서 아직 예약된 품목이 없거나 재고가 전혀 없다는 의미입니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst-1 msgid "Delivery orders task card with waiting status orders." @@ -12677,6 +12845,8 @@ msgid "" "green. This is because there is sufficient stock on hand for this order, but" " no quantity has been reserved yet." msgstr "" +":guilabel:`배송주문서` 양식에서 :guilabel:`품목 사용 가능 여부` 필드 상태가 초록색 대신 노란색 텍스트로 `사용 " +"가능` 으로 표시됩니다. 이는 주문에 대한 재고가 충분하지만 아직 수량이 예약되지 않았기 때문입니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:91 msgid "" @@ -12764,6 +12934,226 @@ msgstr "" msgid "Setup and configuration" msgstr "설정 및 구성" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "배송 방법" @@ -13108,8 +13498,9 @@ msgstr "" "비용을 반영할지 여부가 결정됩니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" -msgstr ":ref:`배송비 청구서 `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" @@ -13231,6 +13622,266 @@ msgstr "" "API 액세스 권한을 얻으려면 계정 번호, 지역, 주소 등 모든 계정 세부 정보를 xmlrequests@dhl.com 으로 보내야 " "합니다." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" +"타사 배송업체에 대한 라벨을 생성하려면 먼저 :doc:`타사 배송 커넥터를 설치합니다 " +"<../setup_configuration/third_party_shipper>`. 그런 다음 :ref:`배송 방법 " +"` 에 대한 환경 설정 및 활성화를 " +"하고, 배송 라벨을 생성하려면 :guilabel:`통합 수준` 을 :guilabel:`요금 받기 및 배송 생성` 으로 설정하여야 합니다." +" 마지막으로 회사의 :ref:`원 주소 `" +" 및 :ref:`품목 중량 ` 를 입력합니다." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" +":doc:`2단계 <../daily_actions/receipts_delivery_two_steps>` 또는 :doc:`3단계 배송 " +"<../daily_Operations/delivery_two_steps>` 을 사용하는 회사의 경우 피킹 또는 패키지 작업을 확인한 후 " +"라벨을 인쇄하도록 트리거할 수 있습니다. 그렇게 하려면 :menuselection:`재고 관리 앱 --> 환경 설정 --> 작업 유형` " +"으로 이동하여 원하는 작업을 선택합니다." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" +":doc:`2단계 배송<../daily_Operations/receipts_delivery_two_steps>` 의 경우 품목을 피킹 " +"중에 직접 패키지를 하게 되며, 회사는 배송 대신 피킹 중에 배송 라벨을 인쇄할 수 있습니다. Odoo에서는 '피킹' 작업 자체에서 " +":guilabel:`라벨 인쇄` 기능을 사용할 수 있으므로 매우 탄력적으로 운영할 수 있습니다." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" +"*판매* 및 *재고 관리* 앱이 모두 설치되어 있는 경우에는 :menuselection:`판매` 앱부터 시작하여 원하는 견적서 또는 " +"판매주문서 (SO)로 이동합니다. 해당 문서에서 :ref:`배송비 ` 를 주문서에 추가합니다. 그런 다음 연결된 |DO| 또는 다단계로 배송을 하는 경우에는 다른 작업 유형으로" +" 작업을 승인하고 라벨을 인쇄합니다." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" +"주문서에 대한 추적용 라벨을 생성하려면 먼저 :menuselection:`판매 앱 --> 주문서 --> 견적서` 에서 견적서를 생성하고 " +":guilabel:`새로 만들기` 를 클릭한 후 견적 양식을 작성합니다. 그런 다음 견적서의 오른쪽 하단에 있는 :guilabel:`배송" +" 추가` 버튼을 클릭합니다." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" +"팝업 창이 나타나면 :guilabel:`배송 방법` 드롭다운 메뉴에서 원하는 배송업체를 선택합니다. :guilabel:`총 주문 중량` " +"필드는 :ref:`주문서의 품목 중량` 을 기준으로 " +"자동으로 입력됩니다. 이 필드를 수정하여 예상 중량을 덮어쓴 후 이 중량을 사용하여 배송비를 추정합니다." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr ":doc:`../advanced_operations_shipping/invoicing`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -14238,6 +14889,8 @@ msgid "" "itself, so make sure to log onto the courier's platform to handle the " "cancellation manually." msgstr "" +"Odoo에서 배송 주문이 취소되면 자동으로 Starshipit에 보관됩니다. 단, 운송업체에서 자체로 취소 내용이 전달되지 않으니 반드시" +" 운송업체 플랫폼에 로그인하여 직접 취소 처리해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:3 msgid "Third-party shipping carriers" @@ -14248,7 +14901,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -14259,18 +14912,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -14485,7 +15130,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -14731,8 +15376,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -14785,6 +15429,8 @@ msgid "" "package weights seven kilograms, it concludes that the issue is on FedEx's " "side." msgstr "" +"디버그 로그에서 가격 불일치 내용을 확인할 때 요청 사항에는 패키지 무게가 6kg이라고 되어 있으나 FedEx에서 확인 시 패키지 무게가" +" 7kg인 경우에는 FedEx 측에 문제가 있는 것으로 결론을 내립니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:302 msgid "Debug log" @@ -14798,6 +15444,9 @@ msgid "" " method. Click the :guilabel:`No Debugging` smart button to activate " ":guilabel:`Debug Requests`." msgstr "" +"디버그 로그를 활성화하여 배송 데이터가 불일치하는 내역을 추적합니다. 배송 방법에 대한 설정 페이지 (:menuselection:`재고 " +"관리 앱 --> 환경 설정 --> 배송 방법`)로 이동하여 원하는 배송 방법을 선택합니다. :guilabel:`디버그 요청` 을 " +"활성화하려면 :guilabel:`디버그 안함` 스마트 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the \"No Debug\" smart button." @@ -14846,12 +15495,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -15136,6 +15780,9 @@ msgid "" "method, refer to the :doc:`Configure third-party carrier " "` documentation." msgstr "" +":guilabel:`제공업체` 필드에서 :guilabel:`UPS` 를 선택합니다. 그러면 :guilabel:`UPS 환경 설정` 탭이 " +"나타나며 여기에서 다양한 필드를 입력해야 합니다. 배송 방법에서 다른 필드 설정에 대한 자세한 내용은 :doc:`타사 배송업체 환경 설정" +" ` 문서를 참조하세요." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:174 msgid "" @@ -18205,6 +18852,9 @@ msgid "" ":guilabel:`Discard`, and add the numbers. Then, once ready, click " ":guilabel:`Apply` again." msgstr "" +"추적된 품목이 추가되었으나 로트/일련번호가 지정되지 않았다는 내용이 팝업으로 표시됩니다. 번호 없이 조정 내용을 적용하려면 " +":guilabel:`적용` 을 클릭합니다. 적용하기 전에 번호를 추가하려면 :guilabel:`삭제` 를 클릭한 후 번호를 추가합니다. " +"그런 다음 준비가 되면 :guilabel:`적용` 을 다시 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:0 msgid "Tracked Products in Inventory Adjustment pop-up window." @@ -18567,6 +19217,8 @@ msgid "" "possible to repair the product, or return the product to a vendor, it can be" " scrapped." msgstr "" +"회사의 창고 재고에 있는 품목이 수리 가능한 시점이 지나 손상되거나 결함이 발견될 수도 있습니다. 품목을 수리할 수 없거나 공급업체로 " +"반품할 수 없는 경우에는 폐기할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:12 msgid "" @@ -20005,6 +20657,8 @@ msgid "" "storage of products in designated areas of the warehouse, to help track " "inventory accurately." msgstr "" +"Odoo *재고 관리* 에서 *위치* 는 창고 내의 특정 공간을 의미합니다. 선반, 방, 통로, 받침대, 상자 등이 될 수 있습니다. " +"위치를 통해 창고에서 지정된 영역에 품목을 보관할 수 있어 재고를 정확하게 추적할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:26 msgid "" @@ -20142,7 +20796,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "재고 가치 평가" @@ -20291,60 +20944,67 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " "products from. Then, click :guilabel:`Add a product`, under the " ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" +":menuselection:`매입 앱 --> 새로 만들기` 로 이동하여 새로운 견적요청서 (RfQ)를 생성합니다. " +":guilabel:`공급업체` 필드에 품목을 주문할 공급업체를 추가합니다. 그런 다음 :guilabel:`품목` 탭 아래에서 " +":guilabel:`품목 추가` 를 클릭하여 |RfQ|에 품목을 추가합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -20352,7 +21012,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -20362,23 +21022,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -20388,7 +21048,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -20396,14 +21056,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -20415,13 +21075,13 @@ msgstr "" "원래 가격이 표시되고, :guilabel:`추가 수입 비용` 열에는 양륙 비용이 표시되며 :guilabel:`새 값` 에는 두 값의 " "합계가 |PO|의 총 비용으로 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -20429,32 +21089,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -20465,8 +21125,9 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "재고 가치 평가 설정" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "자동 재고 가치 평가" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -20480,131 +21141,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" -"기본적으로 Odoo는 정기 재고 평가 (수동 재고 평가라고도 함)를 사용합니다. 이 방식은 회계 팀이 회사의 실제 재고를 기반으로 분개 " -"항목을 게시하고 창고 직원이 시간을 들여 재고 계산을 수행하는 방식입니다. Odoo에서 이 방법은 각 제품 카테고리 내에서 표시되며, " -":guilabel:`원가 계산 방법` 필드의 기본값은 `표준 가격`이고 :guilabel:`재고 평가` 필드의 기본값은 `수동`입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." -msgstr "재고 평가 필드는 품목 카테고리 양식 내에 있습니다." +msgid "The Costing Method field is located on the Product Categories form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -"또는 자동 재고 평가는 재고 가치를 실시간으로 업데이트하는 통합 평가 방법입니다. 이는 회사 재고의 위치 간에 재고 이동이 있을 때마다 " -"분개 항목을 생성하여 수행됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -"자동 재고 평가는 분개 항목 구성과 관련된 추가 단계를 고려할 때 전문 회계사에게 권장되는 방법입니다. 초기 설정 후에도 정확성을 " -"보장하기 위해 주기적인 점검이 필요하며, 비즈니스의 필요와 우선순위에 따라 지속적인 조정이 필요할 수도 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "계정의 유형" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." -msgstr "회계 항목은 선택한 회계 모드에 따라 달라집니다: *콘티넨탈형* 또는 *영미형 회계*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." -msgstr "" -"*앵글로-색슨* 회계에서 매출원가 (COGS)는 재화가 판매되거나 배송될 때 기록됩니다. 즉 재화의 원가는 고객에게 재화에 대해 청구를 " -"하게 될 때 비로소 비용으로 기록된다는 의미입니다. 따라서 **수기** 평가 방법에서는 현재 자산 유형에 대해 :guilabel:`비용 " -"계정` 을 `재고 평가` 로 설정하고, **자동** 평가 방법에서는 :guilabel:`비용 계정`을 *비용* 이나 *수익 원가* 유형 " -"(예: `생산 원가`, `매출 원가` 등)으로 설정합니다. ." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 -msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." -msgstr "" -"*대륙형* 회계에서는 품목이 재고로 입고되는 즉시 품목의 원가가 보고됩니다. 이 때문에 :guilabel:`비용 계정`은 **비용** " -"또는 *수익 비용* 유형으로 설정될 수 있지만 *비용* 계정으로 설정하는 것이 일반적입니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"It is possible to use different valuation settings for different product " -"categories." -msgstr "제품 카테고리별로 서로 다른 밸류에이션 설정을 적용할 수 있습니다." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 +msgid "" +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -20614,7 +21300,7 @@ msgstr "" ":guilabel:`표준 가격`: Odoo의 기본 원가 계산 방법입니다. 품목 원가는 품목 양식에서 수동으로 지정하며, 이 원가를 가치 " "평가를 계산하는 데 사용합니다. 구매주문서의 구매 가격이 다르더라도 가치 평가에는 품목 양식에 지정한 원가를 계속 사용합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -20624,7 +21310,7 @@ msgstr "" ":guilabel:`평균 원가 (AVCO)`: 해당 품목의 평균 원가를 기준으로 총 보유 재고 수량으로 나누어서 재고 가치를 계산합니다." " 이 원가 계산법은 *동적* 재고 평가 방법이자 품목의 구매 가격에 따라 지속적으로 조정됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -20638,7 +21324,7 @@ msgstr "" ":guilabel:`비용` 필드에서 숫자 값을 변경하면 *재고 평가* 보고서에 새 레코드가 생성되어 제품 값이 조정됩니다. 그러면 보유 " "재고의 평균 구매 가격과 확인된 구매 주문에서 누적된 비용을 기준으로 :guilabel:`비용` 금액이 자동으로 다시 계산됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -20654,82 +21340,132 @@ msgstr "" "로트가 대기열에서 위로 이동하면 해당 로트의 평가액에 따라 품목 원가를 변경해서 사용합니다. 이 방법은 여러 가지 이유로 가장 정확한 " "재고 평가 방법이라고 할 수 있으나, 입력 데이터 및 인적 오류에 매우 민감한 방법입니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -":guilabel:`원가 계산 방법`이 수정되면 이미 재고가 있는 제품 중 :guilabel:`표준` 원가 계산 방법을 사용하던 제품은 " -"값이 변경되지 않습니다. 대신 기존 단위는 그 값을 유지하며, 이후의 제품 이동은 평균 원가에 영향을 미쳐 제품 원가가 변동됩니다. 제품" -" 양식의 :guilabel:`비용` 필드의 값이 수동으로 변경되면 Odoo는 *재고 평가* 보고서에 해당 레코드를 생성합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." -msgstr "" +"It is possible to use different valuation settings for different product " +"categories." +msgstr "제품 카테고리별로 서로 다른 밸류에이션 설정을 적용할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "계정의 유형" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" +"*대륙형* 회계에서는 품목이 재고로 입고되는 즉시 품목의 원가가 보고됩니다. 이 때문에 *비용 계정*은 *비용* 또는 *수익 비용* " +"유형으로 설정될 수 있지만 *비용* 계정으로 설정하는 것이 일반적입니다." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "자동화" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -20739,7 +21475,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -20751,50 +21487,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr ":guilabel:`재고 평가 계정`: 제품에서 자동 재고 평가가 활성화된 경우 이 계정에 제품의 현재 가치가 저장됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -20805,7 +21541,7 @@ msgstr "" ":guilabel:`재고 입고 계정`: 이 계정은 원 위치에 대해 지정된 특정 평가 계정이 없는 경우 모든 입고 재고 이동과 관련된 분개" " 항목에 대한 대응 계정으로 사용됩니다. 이 값은 특정 카테고리의 모든 상품에 대한 기본값이며 각 상품에서 직접 설정할 수도 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -20816,7 +21552,7 @@ msgstr "" ":guilabel:`재고 출고 계정`: 목적지 위치에 지정된 특정 평가 계정이 없는 경우 모든 출고 재고 이동과 관련된 거래 저널 항목이" " 이 계좌에 게시됩니다. 이 값은 특정 카테고리의 모든 상품에 대한 기본값이며, 각 상품에서 직접 설정할 수도 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -20828,7 +21564,7 @@ msgstr "" ":guilabel:`유동자산` 계정으로 설정됩니다. 이렇게 하면 품목을 배송하고 고객에게 청구서를 발행한 후에는 *재고 출고* 계정의 " "잔액이 맞춰지고, 품목을 입고한 후 공급업체 청구가 되면 *재고 입고* 계정 잔액이 맞춰지게 됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -20839,13 +21575,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -20853,66 +21589,74 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" " to the `Stock Interim (Delivered)`, as long as the input and output " "accounts are assigned to the **same** account." msgstr "" +"재고 입고 및 출고 계정은 모두 '재고 임시 (입고)' 로 설정되어 있으며 계정 유형은 :guilabel:`유동자산` 입니다. 입고 " +"계정과 출고 계정이 **동일** 계정으로 되어 있으면 '재고 임시 (배송 완료)' 로 설정할 수도 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -"시작하려면 :menuselection:`회계 --> 보고 --> 대차 대조표`로 이동합니다. 대시보드 상단에서 :guilabel:`현재`" -" 필드 값을 :guilabel:`오늘`로 수정하고, 모든 최신 데이터를 동시에 볼 수 있도록 필터링 :guilabel:`옵션`을 " -":guilabel:`모두 펼치기`로 구성합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" -"상위 :guilabel:`현재 자산` 항목 아래에서 중첩된 :guilabel:`재고 평가 계정` 항목을 찾으면 보유 중인 모든 재고의 총" -" 평가액이 표시됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" -":guilabel:`재고 평가 계정` 드롭다운 메뉴에서 :guilabel:`총계정 원장`을 선택해 모든 분개 항목의 항목별 보기를 보거나" -" :guilabel:`분개 항목`을 선택해 계좌에 제출된 개별 분개 항목을 모두 검토하면 보다 구체적인 정보에 액세스할 수 있습니다. " -"또한 :guilabel:`대차대조표`에 주석을 추가하려면 :guilabel:`주석 달기`를 선택하고 텍스트 상자를 채운 다음 " -":guilabel:`저장`을 클릭합니다." - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "Odoo 회계 앱에서 전체 재고 평가 내역을 확인하세요." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "재고 가치 평가 사용" @@ -20932,10 +21676,6 @@ msgid "" msgstr "" "Odoo에서는 이 프로세스를 창고 직원이 직접 제품을 세어 수동으로 수행하거나 데이터베이스를 통해 자동으로 수행할 수 있습니다.." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "자동 재고 가치 평가" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -22462,7 +23202,7 @@ msgstr "보고" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:3 msgid "Inventory aging report" -msgstr "" +msgstr "재고 연령 분석 보고서" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:7 msgid "" @@ -22490,10 +23230,11 @@ msgid "" "To access the inventory aging report, go to :menuselection:`Inventory app " "--> Reporting --> Inventory Aging`." msgstr "" +"재고 연령 분석 보고서에 액세스하려면, :menuselection:`재고 관리 앱 --> 보고 --> 재고 연령 분석` 으로 이동합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:24 msgid "Navigate the inventory aging report" -msgstr "" +msgstr "재고 연령 분석 보고서 탐색" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:26 msgid "" @@ -22527,7 +23268,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:43 msgid "Inventory aging report." -msgstr "" +msgstr "재고 연령 분석 보고서" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:43 msgid "" @@ -22536,12 +23277,16 @@ msgid "" "Each row shows the the total on-hand quantity and inventory valuation of " "items purchased on each day." msgstr "" +"재고 연령 분석 보고서에서는 각 **품목** 이 행으로 표시되고 각 수령 **날짜** 가 열로 표시되어 유통 기한이 빠른 품목을 더 " +"효과적으로 모니터링할 수 있습니다. 각 행에는 각 날짜별로 구매한 품목의 총 보유 수량과 재고 평가액이 표시됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:48 msgid "" "Records in the :guilabel:`Inventory Aging` report are *stock valuation " "layers* (SVLs), representing product moves that impact stock valuation." msgstr "" +":guilabel:`재고 연령 분석` 보고서의 기록은 *재고 평가 계층* (SVL)으로, 재고 평가에 영향을 미치는 품목의 이동을 " +"나타냅니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:51 msgid "" @@ -22560,12 +23305,15 @@ msgid "" "`, it can be used to create and " "share different reports." msgstr "" +":ref:`재고 연령 분석 보고서 탐색 ` 방법을 배운 후 " +"이를 사용하여 다양한 보고서를 생성하고 공유할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:59 msgid "" "A few common reports that can be created using the :guilabel:`Inventory " "Aging` report are detailed below." msgstr "" +":guilabel:`재고 연령 분석` 보고서를 사용하여 생성할 수 있는 일반적인 보고서에 대해서는 아래에 자세히 설명되어 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:63 msgid "Rotating stock report" @@ -22581,7 +23329,7 @@ msgstr "" msgid "" "Navigate to :menuselection:`Inventory app --> Reporting --> Inventory " "Aging`." -msgstr "" +msgstr ":menuselection:`재고 관리 앱 --> 보고 --> 재고 연령 분석` 으로 이동합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:68 msgid "" @@ -22642,7 +23390,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:0 msgid "Inventory aging report, showing product row items and day columns." -msgstr "" +msgstr "재고 연령 분석 보고서에서 품목 행 항목 및 날짜 열이 표시되어 있는 모습" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:3 msgid "Locations dashboard" @@ -22656,6 +23404,9 @@ msgid "" "`, or view past inventory to see " "product locations on specific dates." msgstr "" +"*재고* 애플리케이션의 *위치* 현황판에서는 회사의 품목이 현재 보관되어 있는 위치를 전체보기로 확인할 수 있습니다. 이 보고서를 통하여" +" 재고가 보관된 위치를 확인하고, :ref:`잘못 배치된 품목 ` 을" +" 식별하거나 이전 재고를 검토하여 특정 날짜의 품목 위치를 확인할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:16 msgid "" @@ -22772,6 +23523,8 @@ msgid "" "left corner of the page). Select a date and time in the :guilabel:`Inventory" " at Date` field, then click :guilabel:`Confirm`." msgstr "" +"특정 날짜의 품목, 수량, 위치를 보려면 :guilabel:`다음 날짜의 재고` 버튼 (페이지 왼쪽 상단에 위치)을 클릭합니다. " +":guilabel:`다음 날짜의 재고` 필드에서 날짜와 시간을 선택한 다음 :guilabel:`확인` 을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:73 msgid "" @@ -23563,9 +24316,9 @@ msgstr "추가 품목 정보 포함" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" -msgstr "양식 하단의 :guilabel:`품목 정보` 탭을 사용하여 장비에 대한 자세한 정보를 제공할 수 있습니다:" +msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" @@ -23613,50 +24366,57 @@ msgstr "유지보수 세부 정보 추가" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" -msgstr ":guilabel:`유지보수` 탭에는 유지관리 팀에 도움이 될 수 있는 정보가 포함되어 있습니다:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" +msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr ":guilabel:`예방 유지보수 빈도`: 장비 고장을 방지하기 위해 얼마나 자주 유지보수를 수행해야 하는지 지정합니다." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" -msgstr ":guilabel:`유지보수 기간`: 장비 고장 시 고치는 데 필요한 시간입니다." +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." +msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" -msgstr ":guilabel:`예상 평균 고장 간격`: 장비가 고장 나기 전에 작동할 것으로 예상되는 평균 시간입니다." +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." +msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." -msgstr "새 장비에 대한 유지 관리 탭입니다." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 -msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." +msgid "The maintenance tab for a piece of equipment." msgstr "" -":guilabel:`유지보수` 탭에는 :guilabel:`평균 장애 간격`, :guilabel:`예상 다음 장애`, " -":guilabel:`최근 장애`, :guilabel:`평균 복구 시간` 섹션도 포함되어 있습니다. 이러한 값은 유지 관리 요청이 있는 " -"경우 유지 관리 요청에 따라 자동으로 계산됩니다." -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" -"장비에 대한 유지보수 요청을 확인하려면 해당 장비 페이지로 이동하여 양식의 오른쪽 상단에서 :guilabel:`유지보수`를 선택하세요." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 msgid "Maintenance calendar" @@ -23733,6 +24493,8 @@ msgid "" " request was created by. By default, this field populates with the user " "actually creating the request." msgstr "" +":guilabel:`요청` 필드에서 새 요청 제목을 지정합니다. :guilabel:`작성자` 필드에 있는 드롭다운 메뉴에서 요청한 " +"사용자를 선택합니다. 기본적으로 이 필드에는 실제로 요청 항목을 생성한 사용자가 입력됩니다." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "New maintenance request form creation." @@ -24207,6 +24969,9 @@ msgid "" "Additional options to add to the table are :guilabel:`Additional Leaves to " "Plan Ahead`, :guilabel:`Duration`, and :guilabel:`Repeat Every`." msgstr "" +"피벗 테이블에 데이터를 추가하려면 :guilabel:`측정` 버튼을 클릭하여 드롭다운 메뉴를 표시합니다. 기본적으로 " +":guilabel:`개수` 가 선택되어 있습니다. 테이블에 추가할 수 있는 추가 옵션은 :guilabel:`미리 계획할 추가 휴가`, " +":guilabel:`소요 기간` 및 :guilabel:`매번 반복` 입니다." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Measures options on Pivot view page." @@ -24379,6 +25144,9 @@ msgid "" "activity, click :guilabel:`Done & Schedule Next` to close the activity and " "open a new one, or click :guilabel:`Cancel` to cancel the activity." msgstr "" +"준비가 되면 :guilabel:`스케줄` 을 클릭하여 활동을 예약합니다. 또는 :guilabel:`스케줄 후 완료로 표시` 를 클릭하여 " +"활동을 닫고 :guilabel:`완료 후 다음 스케줄` 을 클릭하여 활동을 닫고 새 활동을 열거나 :guilabel:`취소` 를 클릭하여" +" 활동을 취소합니다." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:365 msgid "" @@ -24676,6 +25444,8 @@ msgid "" "bottom of the list of teams. In the blank field that appears below the " ":guilabel:`Team Name` column, assign a name to the new maintenance team." msgstr "" +"새 팀을 추가하려면 :guilabel:`새로 만들기` 를 클릭합니다. 그러면 팀 목록 하단에 빈 줄이 추가됩니다. :guilabel:`팀" +" 이름` 열 아래에 나타나는 빈 필드에 새 유지 관리 팀 이름을 지정합니다." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:33 msgid "" @@ -25094,7 +25864,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration.rst:5 msgid "Advanced configuration" -msgstr "" +msgstr "고급 환경 설정" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:3 msgid "Use kits" @@ -26621,6 +27391,9 @@ msgid "" "operations. Choosing :guilabel:`Set duration manually` enables the " ":guilabel:`Default Duration` field instead." msgstr "" +":guilabel:`추적 시간을 기준으로 계산` 옵션을 선택하면 :guilabel:`마지막 __ 작업지시서 기준` 옵션이 활성화되어 " +"마지막 몇 가지 작업을 기준으로 하여 이 작업을 완료하는 데 걸리는 시간을 자동으로 계산합니다. 대신 :guilabel:`직접 소요 기간" +" 설정` 을 선택하면 :guilabel:`기본 소요 기간` 필드가 활성화됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:123 msgid "" @@ -26721,6 +27494,9 @@ msgid "" "control points refer the :doc:`Instruction check " "<../../quality/quality_check_types/instructions_check>` documentation." msgstr "" +"이 양식에서는 일반적인 지침을 넘어서 특정 (또는 복잡한) 조건이 적용되는 유형의 품질 관리 지점을 포함하기 위해 추가로 사용자 지정할 " +"수 있습니다. 품질 관리 지점에 대한 자세한 내용은 :doc:`지침 확인 " +"<../../quality/quality_check_types/instructions_check>` 문서를 참조합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the page to add a quality check." @@ -27360,6 +28136,8 @@ msgid "" "completed for the first work order that is processed. After doing so, the " "step appears as already completed for each remaining work order in the |MO|." msgstr "" +"*생산 등록* 단계가 모든 작업지시서 카드에 나타납니다. 첫 번째 작업지시서를 처리할 때 이 단계를 반드시 완료해야 합니다. 이렇게 하면" +" |MO|의 나머지 작업지시서에 대해 해당 단계가 이미 완료된 것으로 나타납니다." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:135 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:158 @@ -28087,6 +28865,8 @@ msgid "" "profile that is signed in to the database is automatically signed in as an " "operator." msgstr "" +"*작업 현장* 모듈에 운영자로 로그인하려면 Odoo 데이터베이스에 로그인한 후 :menuselection:`작업 현장` 모듈을 엽니다. " +"데이터베이스에 로그인되어 있는 직원 프로필은 자동으로 운영자로 로그인됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:21 msgid "" @@ -28128,6 +28908,8 @@ msgid "" "using the number pad, and click :guilabel:`Confirm` to sign in to the *Shop " "Floor* module." msgstr "" +"PIN 코드가 필요한 경우 코드를 입력할 수 있는 숫자 패드가 표시된 :guilabel:`비밀번호?` 팝업 창이 나타납니다. 숫자 패드를" +" 사용하여 코드를 입력한 후 :guilabel:`확인` 을 클릭하여 *작업 현장* 모듈에 로그인합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst-1 msgid "" @@ -28248,6 +29030,8 @@ msgid "" "at the bottom of the work order card, which causes the card to fade away. If" " the timer is still active, it stops once the card disappears completely." msgstr "" +"작업지시서 업무를 완료한 후 작업지시서 카드 하단에 있는 :guilabel:`완료로 표시` 버튼을 클릭하면 카드가 사라집니다. 타이머가 " +"계속 활성화되어 있는 경우에는 카드가 완전히 사라지면 타이머가 중지됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:104 msgid "View work order duration" @@ -28321,9 +29105,8 @@ msgid "" "are able to focus on tasks they excel at, while delegating more specialized " "work to subcontractors." msgstr "" -"이를 통해 계약하는 회사는 현재 필요한 상황에 따라 하도급업체와의 계약을 쉽게 늘리거나 줄일 수 있으므로 경제 주기 전반에 걸쳐 " -"탄력적으로 운용할 수 있습니다. 이를 통해 특화된 업무는 하도급업체에 위임하고 회사에서는 앞서나갈 수 있는 업무에 집중할 수 있음을 " -"의미합니다." +"이를 통해 계약하는 회사는 현재 필요한 상황에 따라 협력업체와의 계약을 쉽게 늘리거나 줄일 수 있으므로 경제 주기 전반에 걸쳐 탄력적으로" +" 운용할 수 있습니다. 이를 통해 특화된 업무는 협력업체에 위임하고 회사에서는 앞서나갈 수 있는 업무에 집중할 수 있음을 의미합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:24 msgid "" @@ -28334,8 +29117,8 @@ msgid "" "projects they accept or decline, and how many they work on at any given " "time." msgstr "" -"관계에 있어 다른 측면으로는, 하도급을 통해 하도급업체 측에서는 하도급 계약 범위 밖에서는 수익성이 떨어질 수밖에 없는 틈새 생산 분야를" -" 전문화할 수 있습니다. 또한 특정한 계약에 대해서는 유연하게 프로젝트를 수락 혹은 거절 여부를 선택하거나 주어진 시간 동안 작업할 " +"관계에 있어 다른 측면으로는, 하도급을 통해 협력업체 측에서는 하도급 계약 범위 밖에서는 수익성이 떨어질 수밖에 없는 틈새 생산 분야를 " +"전문화할 수 있습니다. 또한 특정한 계약에 대해서는 유연하게 프로젝트를 수락 혹은 거절 여부를 선택하거나 주어진 시간 동안 작업할 " "프로젝트 수를 선택할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:29 @@ -28372,8 +29155,8 @@ msgid "" "Odoo database." msgstr "" "이제 자재명세서 (BoM) *BoM 유형* 필드에서 *하도급* 옵션을 선택할 수 있습니다. |BoM| 으로 *하도급* 유형을 활성화할 " -"경우 |BoM|의 제품을 하도급 제품으로 지정되며, Odoo에서 해당 제품이 Odoo 데이터베이스를 소유한 회사가 아닌 하도급업체에 의해" -" 생산된다는 것을 알 수 있게 됩니다." +"경우 |BoM|의 제품을 하도급 제품으로 지정되며, Odoo에서 해당 제품이 Odoo 데이터베이스를 소유한 회사가 아닌 협력업체에서 " +"생산된다는 것을 알 수 있게 됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:68 msgid "" @@ -28535,6 +29318,8 @@ msgid "" "subcontractor to manufacture a product. Doing so allows the contracting " "company to better predict the delivery dates of subcontracted products." msgstr "" +"특히 하도급 제품의 경우 협력업체에서 제품을 제조하는 데 필요한 시간을 고려하여 배송 리드 타임을 설정할 수 있습니다. 이를 통해 " +"계약업체에서 하도급 제품의 납품일을 더욱 정확하게 예측할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:17 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:31 @@ -28559,8 +29344,8 @@ msgid "" "factors affecting the delivery date of a product are the amount of time it " "takes the subcontractor to manufacture and deliver it." msgstr "" -":doc:`기본 하도급 ` 워크플로우를 사용하여 제품을 제조하는 경우 회사는 하도급업체에서 필요한" -" 구성품을 공급할 책임이 없습니다. 즉 제품 배송일에 영향을 미치는 유일한 요소는 하도급업체에서 제품을 제조하고 배송하는 데 걸리는 " +":doc:`기본 하도급 ` 워크플로우를 사용하여 제품을 제조하는 경우 회사는 협력업체에서 필요한 " +"구성품을 공급할 책임이 없습니다. 즉 제품 배송일에 영향을 미치는 유일한 요소는 협력업체에서 제품을 제조하고 배송하는 데 걸리는 " "시간이라는 의미입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:31 @@ -28570,6 +29355,8 @@ msgid "" "orders (POs) for the product more accurately reflects the amount of time " "required for both manufacturing and delivery." msgstr "" +"품목의 협력업체에 이러한 요소를 모두 고려하여 배송 리드 타임을 할당할 경우 품목 구매발주서 (PO)에 표시되는 *예상 도착* 날짜에 " +"제조 및 배송에 필요한 시간을 더욱 정확하게 반영할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:36 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:54 @@ -28652,8 +29439,8 @@ msgid "" "subcontractor has confirmed that they are able to deliver the product by " "that date." msgstr "" -"날짜를 조정해야 하는 경우 :guilabel:`예정 도착일` 필드를 클릭하여 달력 팝오버를 열고 원하는 날짜를 선택합니다. 하도급업체에서" -" 해당 날짜까지 품목을 배송할 수 있다고 확인하지 않은 경우에는, 자동 입력된 날짜보다 빠른 날짜를 선택하지 않도록 주의합니다." +"날짜를 조정해야 하는 경우 :guilabel:`예정 도착일` 필드를 클릭하여 달력 팝오버를 열고 원하는 날짜를 선택합니다. 협력업체에서 " +"해당 날짜까지 품목을 배송할 수 있다고 확인하지 않은 경우에는, 자동 입력된 날짜보다 빠른 날짜를 선택하지 않도록 주의합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:74 msgid "" @@ -28733,7 +29520,7 @@ msgid "" "the date on which the subcontractor must receive the required components, in" " order to manufacture the product and deliver it on time." msgstr "" -"특정 하도급 제품의 경우에는 원청업체에서 하도급업체에 제조 부품을 공급해야 합니다. 이 경우 납품 리드타임 외에 *제조 리드타임* 을 " +"특정 하도급 제품의 경우에는 원청업체에서 협력업체에 제조 부품을 공급해야 합니다. 이 경우 납품 리드타임 외에 *제조 리드타임* 을 " "적용하여, 하청업체에서 기한 내에 제품을 제조하고 납품하기 위해 필요한 구성품을 반드시 수령해야 하는 날짜를 생성할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:22 @@ -28743,6 +29530,8 @@ msgid "" "set to the amount of time it takes the vendor to deliver components to the " "subcontractor." msgstr "" +"구성품이 협력업체에 직배송되는 경우 각 구성품에 대해 추가 배송 리드 타임을 설정할 수 있습니다. 이는 공급업체에서 협력업체로 구성품이 " +"전달되는 데 걸리는 시간으로 설정되어야 합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:26 msgid "" @@ -28752,7 +29541,7 @@ msgid "" "manufacturing must begin." msgstr "" "구성품에 배송 리드 타임이 설정되면 구성품에 대한 생산자 직배송 주문에 주문이 확인되어야 하는 날짜가 표시되므로 제조가 시작되어야 하는 " -"날짜까지 하도급업체에 직배송할 수 있습니다." +"날짜까지 협력업체에 직배송할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:40 msgid "" @@ -28769,6 +29558,8 @@ msgid "" "to consider how long it takes the component vendor to dropship the " "components to the subcontractor." msgstr "" +"즉, 협력업체에서 품목을 제조하고 배송하는 데 걸리는 시간 외에도 부품 공급업체가 협력업체에 부품을 직접 배송하는 데 걸리는 시간도 " +"고려해야 합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:48 msgid "" @@ -28778,8 +29569,8 @@ msgid "" "orders for the product's components display the deadline for confirming a " "dropship order to send the components to the subcontractor." msgstr "" -"제품의 하도급업체에 *배송 리드 타임* 을 지정하고, 제품 BoM에 *제조 리드 타임* 을 지정하며, 구성품 공급업체에 추가 *배송 리드" -" 타임* 을 지정하면 제품 구성품에 대한 *직송 하도급업체* 주문서에 하도급업체에 구성품을 보내기 위한 생산자 직송 주문 확인 마감일이 " +"제품의 협력업체에 *배송 리드 타임* 을 지정하고, 제품 BoM에 *제조 리드 타임* 을 지정하며, 구성품 공급업체에 추가 *배송 리드 " +"타임* 을 지정하면 제품 구성품에 대한 *직배송 협력업체* 주문서에 협력업체에 구성품을 보내기 위한 생산자 직배송 주문 확인 마감일이 " "표시됩니다. ." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:56 @@ -28823,9 +29614,9 @@ msgid "" "start of the product's delivery lead time. This gives the subcontractor " "enough time to both manufacture and deliver the product." msgstr "" -"이 기간이 실제로 하도급업체의 제조에 모두 소요되는 것은 아니지만, 각 필드에 동일한 일수를 설정하면 하도급업체가 반드시 제품 배송 리드" -" 타임이 시작될 때까지는 부품을 수령하고 생산을 시작해야 한다는 사실을 Odoo에 알립니다. 이를 통해 하도급업체에서는 제품 제조 및 " -"배송에 충분한 시간을 확보할 수 있습니다." +"이 기간이 실제로 협력업체 제조에 모두 소요되는 것은 아니지만, 각 필드에 동일한 일수를 설정하면 협력업체가 반드시 제품 배송 리드 " +"타임이 시작될 때까지는 부품을 수령하고 생산을 시작해야 한다는 사실을 Odoo에 알립니다. 이를 통해 협력업체에서는 제품 제조 및 배송에" +" 충분한 시간을 확보할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:90 msgid "Component delivery lead time" @@ -28890,7 +29681,7 @@ msgid "" "dropship the components to the subcontractor." msgstr "" "|RfQ|에 품목이 추가되면 :guilabel:`예정 도착일` 필드에 오늘 날짜로 품목의 배송 리드 타임을 더한 날짜가 자동으로 " -"입력됩니다. 그러나 여기에서는 구성품을 하도급업체에 직배송하는 데 걸리는 시간은 고려되지 않습니다." +"입력됩니다. 그러나 여기에서는 구성품을 협력업체에 직배송하는 데 걸리는 시간은 고려되지 않습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:121 msgid "" @@ -29065,8 +29856,8 @@ msgid "" "*Resupply Subcontractor* orders for the product's components display the " "deadline by which the subcontractor must receive the components." msgstr "" -"제품의 하도급업체에 배송 리드 타임을 지정하고 제품 BoM (자재 명세서)에 제조 리드 타임을 지정하면 제품 구성품에 대한 *하도급업체 " -"재공급* 주문서에 하도급업체가 구성품을 수령해야 하는 마감일이 표시됩니다." +"제품의 협력업체에 배송 리드 타임을 지정하고 제품 BoM (자재 명세서)에 제조 리드 타임을 지정하면 제품 구성품에 대한 *협력업체 " +"재공급* 주문서에 협력업체가 구성품을 수령해야 하는 마감일이 표시됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:49 msgid "" @@ -29102,7 +29893,7 @@ msgid "" "ship the components to the subcontractor." msgstr "" "|RfQ|에 품목이 추가되면 :guilabel:`예정 도착일` 필드에 오늘 날짜로 품목의 배송 리드 타임을 더한 날짜가 자동으로 " -"입력됩니다. 그러나 여기에서는 구성품을 하도급업체에 직배송하는 데 걸리는 시간은 고려되지 **않습니다**." +"입력됩니다. 그러나 여기에서는 구성품을 협력업체에 직배송하는 데 걸리는 시간은 고려되지 **않습니다**." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:98 msgid "" @@ -29142,8 +29933,8 @@ msgid "" "into account the time required for shipping." msgstr "" ":guilabel:`예정일` 필드에는 구성품이 선적될 수 있는 가장 최근 날짜가 표시되어야 하며, 동시에 :guilabel:`마감일` " -"까지는 하도급업체에 도착해야 합니다. 다만 기본적으로 표시되는 날짜는 :guilabel:`마감일` 필드의 날짜와 동일하므로 반드시 배송에" -" 소요되는 기간을 고려하여 업데이트해야 합니다." +"까지는 협력업체에 도착해야 합니다. 다만 기본적으로 표시되는 날짜는 :guilabel:`마감일` 필드의 날짜와 동일하므로 반드시 배송에 " +"소요되는 기간을 고려하여 업데이트해야 합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:120 msgid "" @@ -29204,6 +29995,8 @@ msgid "" " the components by this date, in order to have enough time to manufacture " "the unicycle, and deliver it by May 30th." msgstr "" +"협력업체에 구성품을 배송하는 업체 재공급 주문서의 *마감일* 은 5월 25일로 표시됩니다. 협력업체에서는 외발자전거 제작에 충분한 시간을" +" 확보하기 위해 반드시 이 날짜까지 구성품을 수령하고 5월 30일까지 배송해야 합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:152 msgid "" @@ -29456,8 +30249,8 @@ msgid "" "purchased to increase the quantity of stock on-hand, move on to the next " "step." msgstr "" -"이 단계는 고객 요구 사항을 충족하기 위해 하도급업체로부터 제품을 구매하는 경우에만 완료하면 됩니다. 보유 재고 수량을 늘리기 위해 " -"제품을 구매하는 경우에는 다음 단계로 이동합니다." +"이 단계는 고객 요구 사항을 충족하기 위해 협력업체로부터 제품을 구매하는 경우에만 완료하면 됩니다. 보유 재고 수량을 늘리기 위해 제품을" +" 구매하는 경우에는 다음 단계로 이동합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:116 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:154 @@ -29542,9 +30335,9 @@ msgid "" "quantity in the :guilabel:`Quantity` field. Finally, click " ":guilabel:`Confirm Order` to confirm the |PO|." msgstr "" -":guilabel:`공급업체` 드롭다운 메뉴에서 하도급 업체를 선택하는 것으로 |PO| 작성을 시작합니다. :guilabel:`품목` " -"탭에서 :guilabel:`품목 추가` 를 클릭하여 새 제품을 입력할 줄을 생성합니다. :guilabel:`품목` 에서 하도급 제품을 " -"선택하고 :guilabel:`수량` 에 갯수를 입력합니다. 마지막으로 :guilabel:`주문 확인` 을 클릭하여 |PO|를 확인합니다." +":guilabel:`공급업체` 드롭다운 메뉴에서 협력업체를 선택하는 것으로 |PO| 작성을 시작합니다. :guilabel:`품목` 탭에서" +" :guilabel:`품목 추가` 를 클릭하여 새 제품을 입력할 줄을 생성합니다. :guilabel:`품목` 에서 하도급 제품을 선택하고" +" :guilabel:`수량` 에 갯수를 입력합니다. 마지막으로 :guilabel:`주문 확인` 을 클릭하여 |PO|를 확인합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:153 msgid "" @@ -29553,6 +30346,8 @@ msgid "" "can be accessed from the corresponding :guilabel:`Receipt` or " ":guilabel:`Dropship` smart button that appears at the top of the |PO|." msgstr "" +"기본 하도급을 통해 제조된 제품에 대한 |PO|가 확인되면 영수증 또는 직배송 주문서가 자동으로 생성되며, |PO| 상단에 나타나는 해당" +" :guilabel:`영수증` 또는 :guilabel:`직배송` 스마트 버튼을 통해 액세스할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:161 msgid "" @@ -29660,8 +30455,8 @@ msgid "" "them delivered directly to the subcontractor, each time a purchase order " "(PO) for that product is confirmed." msgstr "" -"Odoo에서는 *하도급업체 주문 시 직배송* 경로를 사용하여 하청 제품에 필요한 구성품을 공급업체에서 구매하고 해당 제품에 대한 " -"구매주문서 (PO)를 확인할 때마다 하도급업체에 직접 배송합니다." +"Odoo에서는 *협력업체 주문 시 직배송* 경로를 사용하여 하청 제품에 필요한 구성품을 공급업체에서 구매하고 해당 제품에 대한 구매주문서" +" (PO)를 확인할 때마다 협력업체에 직접 배송합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:19 msgid "" @@ -29697,8 +30492,8 @@ msgid "" "this workflow, components are dropshipped to the subcontractor, who then " "ships the finished product directly to the end customer." msgstr "" -"그러나 *직배송* 및 *주문 시 하도급업체 직배송* 경로를 통합하여 동일한 품목에서 사용할 수 있습니다. 이 워크플로우에서는 구성품이 " -"하도급업체에 직접 배송되고, 하도급업체는 완제품을 최종 고객에게 직접 배송합니다." +"그러나 *직배송* 및 *주문 시 협력업체 직배송* 경로를 통합하여 동일한 품목에서 사용할 수 있습니다. 이 워크플로우에서는 구성품이 " +"협력업체에 직접 배송되고, 협력업체는 완제품을 최종 고객에게 직접 배송합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:37 msgid "" @@ -29785,6 +30580,9 @@ msgid "" "line`, select the component in the :guilabel:`Component` drop-down menu, and" " specify the required quantity in the :guilabel:`Quantity` field." msgstr "" +"마지막으로 필요한 모든 구성품이 :guilabel:`구성품` 탭에 지정되어 있는지 확인합니다. 새 구성품을 추가하려면 " +":guilabel:`줄 추가` 를 클릭하고 :guilabel:`구성품` 드롭다운 메뉴에서 구성품을 선택한 다음 :guilabel:`수량`" +" 필드에 필요한 수량을 지정합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:97 msgid "Configure Components" @@ -29797,6 +30595,8 @@ msgid "" "in the :guilabel:`Components` tab, and clicking the :guilabel:`➡️ (right " "arrow)` button to the right of the name." msgstr "" +"*주문 시 협력업체 직배송* 경로에 대한 구성품을 설정하려면 :guilabel:`구성품` 탭에서 구성품 이름을 선택하고 이름 오른쪽에 " +"있는 :guilabel:`➡️ (오른쪽 화살표)` 버튼을 클릭하여 |BoM|에서 각 구성품으로 이동합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:103 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:113 @@ -29816,7 +30616,7 @@ msgid "" msgstr "" "구성품 양식에 있는 :guilabel:`매입` 탭을 선택한 후 공급업체를 추가하려면 :guilabel:`줄 추가` 를 클릭한 후 " ":guilabel:`공급업체` 에서 업체를 선택한 다음 :guilabel:`가격` 에 품목의 판매가를 추가합니다. 이 업체는 구성품을 " -"매입한 후 하도급업체에 부품을 보내는 공급업체입니다." +"매입한 후 협력업체에 부품을 보내는 공급업체입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:111 msgid "" @@ -29972,8 +30772,8 @@ msgid "" "and can be accessed from the corresponding :guilabel:`Receipt` or " ":guilabel:`Dropship` smart button that appears at the top of the |PO|." msgstr "" -"하도급업체에 직배송 부품이 필요한 제품에 대한 |PO|가 확인되면 영수증 또는 직배송 주문서가 자동으로 생성되며, |PO| 상단에 " -"나타나는 해당 :guilabel:`영수증` 또는 :guilabel:`직배송` 스마트 버튼을 통해 액세스할 수 있습니다." +"협력업체에 직배송 부품이 필요한 제품에 대한 |PO|가 확인되면 영수증 또는 직배송 주문서가 자동으로 생성되며, |PO| 상단에 나타나는" +" 해당 :guilabel:`영수증` 또는 :guilabel:`직배송` 스마트 버튼을 통해 액세스할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst-1 msgid "" @@ -30007,9 +30807,9 @@ msgid "" "field, and the reference number of the receipt that was created after " "confirming *subcontractor* |PO|, in the :guilabel:`Source Document` field." msgstr "" -"|RfQ|에 액세스하려면 *하도급 업체* |PO|를 확인하여 생성한 후 :menuselection:`매입 앱 --> 주문서 --> 견적 " +"|RfQ|에 액세스하려면 *협력 업체* |PO|를 확인하여 생성한 후 :menuselection:`매입 앱 --> 주문서 --> 견적 " "요청` 으로 이동합니다. :guilabel:`공급업체` 에 공급업체가 알맞게 기재된 |RfQ|를 선택한 후 :guilabel:`원본 " -"문서` 필드에 있는 *하도급 업체* |PO|를 확인한 후 생성된 영수증의 참조 번호를 입력합니다." +"문서` 필드에 있는 *협력업체* |PO|를 확인한 후 생성된 영수증의 참조 번호를 입력합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:212 msgid "" @@ -30027,7 +30827,7 @@ msgid "" "*subcontractor* |PO|." msgstr "" ":guilabel:`주문 확인` 을 클릭하여 |RfQ|를 *공급업체* |PO|로 전환하고 공급업체로부터 구성품 구매를 확정합니다. 그렇게" -" 하면 *공급업체* |PO| 상단에 :guilabel:`직배송` 스마트 버튼이 나타나고 *하도급업체* |PO| 상단에는 " +" 하면 *공급업체* |PO| 상단에 :guilabel:`직배송` 스마트 버튼이 나타나고 *협력업체* |PO| 상단에는 " ":guilabel:`재공급` 스마트 버튼이 나타납니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst-1 @@ -30048,6 +30848,9 @@ msgid "" ":guilabel:`Dropship` smart button or the :guilabel:`Resupply` smart button, " "respectively." msgstr "" +"구성품이 협력업체에 배송되면 :menuselection:`매입 앱 --> 주문서 --> 구매발주서` 로 이동하여 *공급업체* |PO| " +"또는 *협력업체* |PO|를 선택합니다. 그런 다음 :guilabel:`직배송` 스마트 버튼 또는 :guilabel:`재공급` 스마트 " +"버튼을 각각 클릭합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:233 msgid "" @@ -30071,7 +30874,7 @@ msgid "" ":guilabel:`Validate` at the top of the receipt to register the product into " "inventory." msgstr "" -"하도급 제품을 재고로 수령해야 하는 경우, 제품이 입고되면 *하도급업체* |PO| 상단에 있는 :guilabel:`제품 받기` 버튼을 " +"하도급 제품을 재고로 수령해야 하는 경우, 제품이 입고되면 *협력업체* |PO| 상단에 있는 :guilabel:`제품 받기` 버튼을 " "클릭합니다. 수령증을 열려면 그런 다음 수령증 상단의 :guilabel:`승인` 를 클릭하여 제품을 재고로 등록합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:246 @@ -30221,6 +31024,8 @@ msgid "" "in the :guilabel:`Components` tab, and clicking the :guilabel:`➡️ (right " "arrow)` button to the right of the name." msgstr "" +"*주문시 협력업체 재공급* 경로에 대한 구성품을 설정하려면:guilabel:`구성품` 탭에서 구성품 이름을 선택하고 이름 오른쪽에 있는 " +":guilabel:`➡️ (오른쪽 화살표)` 버튼을 클릭하여 |BoM|에서 각 구성품으로 이동합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:116 msgid "" @@ -30277,8 +31082,8 @@ msgid "" "also possible to create a resupply order manually. This workflow is useful " "when it is necessary to resupply the subcontractor without creating a |PO|." msgstr "" -"*주문 시 하도급업체 재공급* 경로를 사용하여 |PO|를 컨펌하면 하도급업체에 자동으로 재공급하도록 할 수 있으나, 직접 재공급 주문서를" -" 생성할 수도 있습니다. 이와 같은 워크플로우는 |PO|를 생성하지 않고 하도급업체에 재공급을 해야 할 때 유용하게 사용할 수 있습니다." +"*주문 시 협력업체 재공급* 경로를 사용하여 |PO|를 컨펌하면 협력업체에 자동으로 재공급하도록 할 수 있으나, 직접 재공급 주문서를 " +"생성할 수도 있습니다. 이와 같은 워크플로우는 |PO|를 생성하지 않고 협력업체에 재공급을 해야 할 때 유용하게 사용할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:154 msgid "" @@ -30336,7 +31141,7 @@ msgid "" "created, and can be accessed from the corresponding :guilabel:`Receipt` or " ":guilabel:`Dropship` smart button that appears at the top of the |PO|." msgstr "" -"하도급업체에 부품을 재공급해야 하는 제품에 대한 |PO|가 확인되면 영수증 또는 직배송 주문서가 자동으로 생성되며, |PO| 상단에 " +"협력업체에 부품을 재공급해야 하는 제품에 대한 |PO|가 확인되면 영수증 또는 직배송 주문서가 자동으로 생성되며, |PO| 상단에 " "나타나는 해당 :guilabel:`영수증` 또는 :guilabel:`직배송` 스마트 버튼을 통해 액세스할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:214 @@ -30420,6 +31225,327 @@ msgstr "" msgid "Workflows" msgstr "워크플로우" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "부산물" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "이월 주문 제조" @@ -30610,6 +31736,8 @@ msgid "" "the page for the work center where the order is configured to be processed, " "and isolates the work order's card so that no other cards are shown." msgstr "" +"특정 작업지시서를 통해 액세스할 경우 *작업 현장* 모듈에서 작업장 페이지가 열려서 주문서를 처리되도록 설정할 수 있으며 다른 카드가 " +"표시되지 않도록 작업지시서 카드가 별도로 관리됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:91 msgid "" @@ -30669,6 +31797,8 @@ msgid "" "Floor* module, and then clicking :guilabel:`Close Production` at the bottom " "of the |MO|'s card." msgstr "" +"원본 |MO|에 남아있는 작업지시서가 없으면 *작업 현장* 모듈 위쪽에 있는 탐색창에서 :guilabel:`전부` 필터를 선택한 다음 " +"|MO| 카드 아래쪽에 있는 :guilabel:`생산 종료` 을 클릭하면 주문서를 마감할 수 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:121 msgid "" @@ -30689,6 +31819,8 @@ msgid "" "created from its work order card by following the instructions detailed in " "this section." msgstr "" +"일단 이월 주문과 관련된 |MO|에 대한 현재의 작업지시서를 처리할 준비가 되면 정상적으로 완료할 수도 있으며, 이 섹션에 자세히 설명된" +" 지침에 따라 작업지시서 카드에서 추가 이월주문서를 생성할 수도 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:130 msgid "" @@ -30735,6 +31867,8 @@ msgid "" "Finished products can only be scrapped from the *Manufacturing* app, and " "only after closing the associated |MO|." msgstr "" +"관련 제조지시서 (MO)가 마감되기 전에 *제조 관리* 앱과 *작업 현장* 모듈 모두에서 구성품을 폐기할 수 있습니다. 완품목은 *제조 " +"관리* 앱에서만 폐기할 수 있으며, 관련 |MO|를 닫은 후에만 폐기가 가능합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:25 msgid "" @@ -33673,6 +34807,9 @@ msgid "" ":guilabel:`Confirmation Date` for the current month, or of Requests for " "Quotation (RFQs) with a status of *Draft*, *Sent*, or *Cancelled*." msgstr "" +"기본적으로 현황판에는 선 그래프 미리보기로 이번 달 :guilabel:`확인 날짜` 가 나와 있는 " +":guilabel:`구매발주서`(PO)상의 :guilabel:`비과세 합계` 또는 견적요청서 (RFQ)의 *초안*, *전송 완료* 또는 " +"*취소됨* 상태가 표시됩니다." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:27 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:25 @@ -33941,6 +35078,9 @@ msgid "" ":guilabel:`Group by` heading as well, including :guilabel:`Product " "Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`." msgstr "" +"이 보고서에서는 :guilabel:`품목` 선택이 필수가 **아닙니다**. 그러나 개별적인 공급업체의 실적에 대하여 추가적인 정보를 " +"확인할 수 있으므로 권장하고 있습니다. :guilabel:`그룹 기준` 제목 아래에서 :guilabel:`품목 카테고리`, " +":guilabel:`상태` 및 :guilabel:`구매 담당자` 등을 추가적으로 선택할 수 있습니다." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:51 msgid "" @@ -34624,6 +35764,8 @@ msgid "" "product form carry over to the |RfQ|, and **must** be changed manually, if " "necessary." msgstr "" +"그러나 선택한 공급업체가 주문서에 있는 특정 품목 양식 아래의 :guilabel:`공급업체` 열에 기재되어 있는 경우, 품목 양식에 " +"설정된 값이 |RfQ|로 이월되며 필요한 경우 **반드시** 수동으로 변경해야 합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:125 msgid "" @@ -34985,7 +36127,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "청구서 관리 정책" @@ -35052,7 +36194,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "3단계 매칭" @@ -35274,54 +36416,41 @@ msgstr ":doc:`관리`" msgid "Manage vendor bills" msgstr "공급업체 청구서 관리" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -"*공급업체 청구서*는 회사가 공급업체로부터 구매한 제품 및/또는 서비스에 대해 받은 청구서입니다. 이러한 청구서에는 공급업체로부터 받은 " -"채무가 기록되며, 구매한 상품/서비스, 판매세, 운임 및 배송료 등에 대한 미지급 금액이 포함될 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -"Odoo에서는 *구매* 앱 설정에서 선택한 *청구서 관리* 정책에 따라 구매 프로세스의 여러 단계에서 공급업체 청구서를 생성할 수 " -"있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -"기본 청구서 관리 정책을 확인 및 편집하고 변경하려면 :menuselection:`구매 앱 --> 설정 --> 환경설정`으로 이동한 다음" -" :guilabel:`청구서` 섹션까지 아래로 스크롤합니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" -"여기에서는 :guilabel:`청구서 관리` 정책의 두 가지 옵션, 즉 :guilabel:`주문 수량`과 :guilabel:`입고 " -"수량`을 사용할 수 있습니다. 정책을 선택한 후에는 :guilabel:`저장`을 클릭하여 변경 사항을 적용합니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." -msgstr "구매 앱 설정의 청구서 관리 정책." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" -msgstr "선택한 정책은 새로 생성되는 모든 제품의 기본값으로 사용됩니다. 각 정책의 정의는 다음과 같습니다:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" +msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " @@ -35330,438 +36459,365 @@ msgstr "" ":guilabel:`주문 수량`: 구매 주문이 확인되는 즉시 공급업체 청구서를 생성합니다. 발주서 상의 제품 및 수량은 청구서 초안을 " "생성하는 데 사용됩니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" -":guilabel:`입고 수량`: 공급업체 청구서는 전체 주문의 일부가 입고된 후에**만** 생성됩니다. **입고된** 제품 및 수량은 " -"청구서 초안을 생성하는 데 사용됩니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." -msgstr "" -"특정 제품에 기본 설정과 다른 청구서 관리 정책이 필요한 경우 제품 템플릿 내에서 :guilabel:`구매` 탭으로 이동 후 " -":guilabel:`관리 기준` 필드를 조정하여 이를 재정의할 수 있습니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "구매 앱 설정의 청구서 관리 정책." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "제품 양식의 정책 필드를 제어합니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" -"*3단계 매칭*은 구매 주문에 포함된 제품의 일부 또는 전부가 실제로 입고된 경우에만 공급업체 청구서가 결제 처리되도록 합니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -":guilabel:`3단계 매칭`은 :guilabel:`청구서 관리` 정책이 :guilabel:`입고 수량`으로 설정된 **경우에만** " -"작동하도록 되어 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" -msgstr "입고 내역에 대한 공급업체 청구서 생성 및 관리" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" -"회사 창고에 제품이 도착하면 입고가 생성됩니다. 입고된 수량을 처리한 후에는 창고 입고 양식에서 바로 공급업체 청구서를 생성하도록 선택할" -" 수 있습니다. 설정에서 선택한 청구서 관리 정책에 따라 공급업체 청구서는 조달 프로세스의 여러 단계에서 생성됩니다." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" +msgstr "입고 내역에 대한 공급업체 청구서 생성 및 관리" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" -msgstr "청구서 관리 정책이 주문 수량을 기준으로 설정된 경우" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -"*주문 수량* 청구서 관리 정책을 사용하여 공급업체 청구서를 관리하려면 먼저 :menuselection:`구매 앱 --> 환경설정 -->" -" 설정`으로 이동한 다음 :guilabel:`청구서` 섹션의 :guilabel:`청구서 관리` 아래에서 :guilabel:`주문 수량`을" -" 선택합니다. 변경 사항을 적용하려면 :guilabel:`저장`을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -":menuselection:`구매` 앱으로 이동하여 :guilabel:`생성`을 선택하면 빈 :abbr:`RFQ (견적요청서)` 세부 " -"정보 양식이 열리고 새 견적요청서 (RFQ)를 작성할 수 있습니다." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "주문 수량" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" -"빈 세부 정보 양식의 :guilabel:`공급업체` 필드에 있는 :abbr:`RFQ (견적요청서)`에 공급업체를 지정합니다.  " -":guilabel:`항목 추가`를 선택하여 원하는 제품을 :guilabel:`품목`에 추가합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" -"그런 다음 세부 양식 위에 있는 :guilabel:`주문 확인` 버튼을 클릭하여 :abbr:`견적요청서 (RFQ)`을 확인합니다. 이렇게" -" 하면 :abbr:`RFQ (견적요청서)`가 발주서로 전환됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." -msgstr "구매 주문에 대한 공급업체 청구서를 생성하려면 :guilabel:`청구서 생성` 버튼을 클릭합니다." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." +msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." -msgstr ":guilabel:`청구서 생성` 옵션을 선택하면 구매 주문과 연결된 :guilabel:`청구서 초안` 페이지가 표시됩니다." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" -":guilabel:`청구서 초안` 페이지에서 :guilabel:`수정` 버튼을 클릭하여 청구서를 수정합니다. `청구서 날짜` 필드에 " -"청구서 날짜를 추가합니다. 지정된 :guilabel:`청구서 날짜` 필드에 청구서 날짜를 입력합니다. 추가 :guilabel:`품목`이 " -"필요한 경우 :guilabel:`청구서 항목` 탭에서 :guilabel:`항목 추가`를 선택하여 해당 품목을 포함시킵니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." -msgstr "그런 다음 :guilabel:`확인` 버튼을 선택하여 청구서를 확인합니다." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." +msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -"청구서 관리 정책은 *주문 수량*으로 설정되어 있으므로 제품이 입고되기 전이라도 청구서 초안을 작성하는 즉시 확인할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -"새로 생성된 :guilabel:`공급업체 청구서`에 :guilabel:`청구서 참조` 번호를 입력하면 청구서를 :abbr:`PO " -"(발주서)`와 같은 관련 문서와 일치시키는 데 도움을 줍니다. 그런 다음 :menuselection:`확인 --> 결제 등록`을 " -"클릭합니다. 표시되는 팝업창에서 결제 :guilabel:`전표`와 :guilabel:`결제 방법`을 선택한 다음, 드롭다운 메뉴에서 " -":guilabel:`수취인 은행 계좌`를 선택할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" +"Once ready, click :guilabel:`Create Payment` to finish creating the " +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" -"이 팝업창에서 청구서 :guilabel:`금액`, :guilabel:`결제일` 및 :guilabel:`메모` (:dfn:`참조 번호`)를" -" 변경할 수 있습니다. 완료되면 :guilabel:`결제 생성`을 클릭하여 :guilabel:`공급업체 청구서` 생성을 완료합니다. " -"이렇게 하면 녹색 :guilabel:`결제 중` 배너가 :abbr:`RFQ (견적요청서)` 양식에 표시됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Vendor bill form for ordered quantities control policy." msgstr "주문 수량 관리 정책에 대한 공급업체 청구서 양식입니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "입고 수량" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -"각 공급업체 청구서에는 :guilabel:`대변전표 추가` 또는 :guilabel:`차변전표 추가` 옵션이 있습니다. 일반적으로 " -"*대변전표*는 거래처 또는 공급업체가 처음 판매한 고객으로부터 일정 수량의 제품을 돌려받을 때 발행됩니다. 반대로 *차변전표*는 " -"고객/구매자가 거래처 또는 공급업체에 반품한 상품에 사용됩니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" -msgstr "청구서 관리 정책이 입고된 수량을 기준으로 설정된 경우" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -"*입고된 수량* 청구서 관리 정책 사용 중 제품을 입고하지 않고 공급업체 청구서를 생성하려고 하면 오류 메시지가 표시되며, 설정을 변경한" -" 후에 진행할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -"*입고 수량* 청구서 관리 정책을 사용하여 공급업체 청구서를 관리하려면 먼저 :menuselection:`구매 앱 --> 환경설정 -->" -" 설정`으로 이동한 다음 :guilabel:`청구서` 섹션의 :guilabel:`청구서 관리` 아래에서 :guilabel:`입고 수량`을" -" 선택합니다. 변경 사항을 적용하려면 :guilabel:`저장`을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" -"다음으로 :menuselection:`구매` 앱으로 이동하여 :guilabel:`생성`을 클릭하고 새 :abbr:`견적요청서 " -"(RFQ)`를 생성합니다. 그러면 빈 :abbr:`RFQ (견적요청서)` 세부 정보 양식이 표시됩니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "구매 주문에 대한 청구서를 생성하려면 :guilabel:`청구서 생성` 버튼을 클릭합니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." -msgstr "" -"제품이 입고되기 전에 :guilabel:`청구서 만들기` 를 클릭하면 :guilabel:`사용자 오류` 팝업 메시지가 나타납니다. " -":guilabel:`구매발주서` 에서 공급업체 청구서를 작성하려면 주문서에 있는 품목 중 최소한 일부 수량이 입고되어야 합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "입고된 수량 관리 정책에 대한 사용자 오류 팝업." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." -msgstr "그런 다음 :guilabel:`입고` 스마트 버튼을 클릭하여 창고 입고 양식을 확인합니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 -msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 +msgid "" +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" -"창고 입고 양식에서 :menuselection:`승인 --> 적용`을 클릭하여 지정된 수량의 입고 확인을 " -":guilabel:`완료`합니다. 그런 다음 사이트 이동 경로를 통해 menuselection:`구매 주문`으로 다시 이동하고 구매 주문" -" 양식에서 :guilabel:`청구서 생성` 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -"이 작업을 수행하면 구매 주문에 해당하는 :guilabel:`청구서 초안`이 표시됩니다. :guilabel:`청구서 초안` 내에서 " -":guilabel:`편집` 버튼을 사용하여 지정된 :guilabel:`청구서 날짜`를 포함합니다. 필요한 경우 " -":guilabel:`품목`에서 :guilabel:`항목 추가`를 선택하여 제품을 추가합니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." -msgstr "다음으로 :guilabel:`확인` 버튼을 클릭하여 :guilabel:`청구서 초안`을 확인합니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 -msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -"청구서 관리 정책은 *입고 수량*으로 설정되어 있으므로 청구서 초안은 최소 일부 수량이 접수된 **경우에만** 확인할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -"이 팝업에서 청구서의 :guilabel:`금액`, :guilabel:`결제 날짜`, :guilabel:`메모`(:dfn:`참조 번호`)를" -" 변경할 수 있습니다. 완료되면 :guilabel:`결제 생성`을 클릭하여 공급업체 청구서 생성을 완료합니다. 이 작업을 수행하면 녹색 " -"**결제 중** 배너가 :abbr:`RFQ (견적요청서)` 양식에 표시됩니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" -msgstr "회계 앱에서 공급업체 청구서 생성 및 관리" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 +msgid "" +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" -"공급업체 청구서는 사전 구매 주문서를 생성할 필요 없이 *회계* 앱에서 직접 생성할 수 있습니다. 이렇게 하려면 " -":menuselection:`회계 앱 --> 공급업체 --> 청구서`로 이동한 다음 :guilabel:`생성`을 클릭합니다. 그러면 빈 " -"공급업체 청구서 세부 정보 양식이 표시됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -"이 양식 내에서 :guilabel:`공급업체` 필드에 공급업체를 지정하고 :guilabel:`항목 추가`를 클릭하여 해당 제품을 " -":guilabel:`제품` 항목 (:guilabel:`청구서 항목` 탭 내에 있음) 아래에 추가합니다. 그런 다음 " -":guilabel:`청구서 날짜` 필드에 청구서 날짜를 관련 정보와 함께 입력합니다. 마지막으로 :guilabel:`확인`을 선택하여 " -"청구서를 확인합니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" -":guilabel:`전표 항목` 탭으로 이동하여 해당 :guilabel:`공급업체` 및 :guilabel:`품목` 양식 내의 구성에 따라" -" 채워진 :guilabel:`회계` 전표를 확인 (또는 변경)하세요." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" -"추가 수정이 필요한 경우 :guilabel:`대변전표 추가` 또는 :guilabel:`차변전표 추가`를 선택하여 청구서에 대변 또는 " -"차변전표를 추가합니다. 또는 :guilabel:`편집` 모드에서 지정된 :guilabel:`청구서 참조` 번호를 추가할 수도 있습니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" -"완료되면 :menuselection:`결제 등록 --> 결제 생성`을 선택하여 :guilabel:`공급업체 청구서`를 마무리합니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." -msgstr "" -"청구서 초안을 기존 구매 주문과 연결하려면 :guilabel:`자동 완성` 옆에 있는 드롭다운 메뉴에 액세스하고 사용 가능한 옵션에서 " -"지정된 :abbr:`PO (구매주문서)`를 선택합니다. 그러면 청구서에는 선택한 :abbr:`PO (구매주문서)`에서 가져온 관련 세부 " -"정보가 자동으로 채워집니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "공급업체 청구서 초안의 자동 완성 드롭다운 목록입니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "일괄 청구" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "공급업체 청구서는 *회계* 앱에서 일괄 처리하고 관리할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" -"이렇게 하려면 :menuselection:`회계 앱 --> 공급업체 --> 청구서`로 이동합니다. 그런 다음 페이지 왼쪽 상단의 " -":guilabel:`번호` 열 옆 :guilabel:`생성` 버튼 아래 있는 :guilabel:`체크박스`를 선택합니다. 이렇게 하면 " -":guilabel:`게시됨` 또는 :guilabel:`초안` :guilabel:`상태`인 기존 공급업체 청구서가 모두 선택됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -"청구서를 내보내거나 삭제, 전송하려면 :guilabel:`작업` 톱니바퀴 아이콘을 클릭합니다. 청구서 또는 청구서의 실제 사본을 " -"인쇄하려면 :guilabel:`인쇄` 아이콘을 활용하세요. 여러 공급업체 청구서에 대한 결제를 동시에 시작하고 처리하려면 " -":guilabel:`결제 등록`을 선택할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" -":guilabel:`결제 등록`을 선택하면 팝업창이 나타납니다. 이 창의 :guilabel:`전표` 필드에서 적절한 전표 항목을 선택하고" -" :guilabel:`결제일` 필드에서 날짜를 지정한 다음 :guilabel:`결제 방법`을 선택합니다. 이 팝업에는 " -":guilabel:`그룹 결제` 옵션도 사용할 수 있습니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." -msgstr "" -"완료했으면 :guilabel:`결제 생성` 버튼을 선택하여 별도의 페이지에 표시되는 분개 항목 목록을 생성합니다. 이 목록의 각 분개 " -"항목은 모두 해당 공급업체 청구서에 연결됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" -"공급업체 청구서의 :guilabel:`결제 등록` 옵션은 :guilabel:`상태`가 :guilabel:`발행 완료`으로 표시된 분개 " -"항목에만 일괄 적용됩니다." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -35967,6 +37023,8 @@ msgid "" "threshold, companies can create *reordering rules* in Odoo to automate " "purchase orders for specific products." msgstr "" +"일부 기업에서는 특정 품목에 대해 일정 기간 항상 최소 수량의 재고를 보유하도록 하고 있습니다. 재고가 특정 임계값 아래로 떨어지는 것을" +" 방지하기 위해 회사는 Odoo에서 *재주문 규칙* 을 만들어 특정 품목에 대한 구매 주문을 자동화할 수 있습니다." #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:9 msgid "" @@ -36074,6 +37132,9 @@ msgid "" "Then, ensure that the :guilabel:`Reordering Rules` smart button reads `0`, " "indicating there are no rules applied to this product." msgstr "" +"품목에 대한 :abbr:`SO (판매주문서)` 를 생성하기 전에 품목 양식의 :guilabel:`보유 중` 스마트 버튼에 `0.00 " +"단위`가 표시되어 있는지 확인합니다. 그런 다음 :guilabel:`재주문 규칙` 스마트 버튼이 `0` 으로 표시되어 이 품목에 적용된 " +"규칙이 없다는 것을 확인합니다." #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst-1 msgid "" @@ -36098,6 +37159,9 @@ msgid "" ":guilabel:`Order Lines` tab. Next, select the desired product from the drop-" "down menu. Lastly, :guilabel:`Confirm` the :abbr:`SO (sales order)`." msgstr "" +"그런 다음 :guilabel:`고객` 필드에 고객을 추가한 후 :guilabel:`주문서 내역` 탭의 :guilabel:`품목` 열 " +"아래에서 :guilabel:`품목 추가` 를 클릭합니다. 다음으로 드롭다운 메뉴에서 원하는 품목을 선택합니다. 마지막으로 " +":guilabel:`확인` :abbr:`SO (판매주문서)` 를 실행합니다." #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst-1 msgid "Sales order for product with no set reordering rules." @@ -36330,6 +37394,8 @@ msgid "" "category. Then, under the :guilabel:`Units of Measure` tab, click " ":guilabel:`Add a line`." msgstr "" +"다음 단계에서는 두 가지 측정 단위를 생성합니다. 진행하려면 :guilabel:`측정 단위 카테고리` 필드를 클릭하고 카테고리 이름을 " +"입력합니다. 그런 다음 :guilabel:`측정 단위` 탭에서 :guilabel:`줄 추가` 를 클릭합니다." #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:77 msgid "" @@ -36617,6 +37683,8 @@ msgid "" "order card. When using this method, the quality check automatically passes, " "without a pop-up window appearing." msgstr "" +"또는 작업지시서 카드의 단계 줄 오른쪽에 나타나는 확인란을 클릭하면 *지침* 품질 검사를 완료할 수 있습니다. 이 방법을 사용하면 팝업 " +"창이 나타나지 않고 품질 검사가 자동으로 통과됩니다." #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:97 msgid "" @@ -36982,6 +38050,8 @@ msgid "" "the page for the work center where the order is configured to be processed, " "and isolates the work order's card, so no other cards are shown." msgstr "" +"특정 작업지시서를 통해 액세스할 경우 *작업 현장* 모듈에서 작업장 페이지가 열려서 주문서를 처리되도록 설정할 수 있으며 다른 카드가 " +"표시되지 않도록 작업지시서 카드가 별도로 관리됩니다." #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:167 msgid "" @@ -37285,6 +38355,8 @@ msgid "" ":guilabel:`Quality Check Failed` pop-up window appears, detailing what " "should be done next." msgstr "" +":guilabel:`성공` 버튼을 클릭하면 팝업창이 작업 순서에서 다음 단계로 이동합니다. :guilabel:`실패` 버튼을 클릭하면, " +"다음에 수행해야 할 작업을 자세히 설명하는 :guilabel:`품질 검사 실패` 팝업 창이 나타납니다." #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst-1 msgid "A Pass - Fail check as it appears in the Shop Floor module." @@ -37583,6 +38655,176 @@ msgstr "사진이 첨부된 사진 촬영 검사." msgid "Quality control basics" msgstr "품질 관리 기본 사항" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" @@ -37783,6 +39025,8 @@ msgid "" "Kanban board view, which organizes them into different stages based on where" " they are in the review process." msgstr "" +"기존 품질 경고를 모두 보려면 :menuselection:`품질 --> 품질 관리 --> 품질 경고` 로 이동합니다. 기본적으로 알림은 " +"칸반 보드 보기로 표시되며, 검토 프로세스의 위치에 따라 여러 단계로 구성됩니다." #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:99 msgid "" @@ -37791,6 +39035,8 @@ msgid "" "click the desired stage above the top-right corner of the quality alert " "form." msgstr "" +"알림을 다른 단계로 이동하려면 원하는 단계에 끌어다 놓기만 하면 됩니다. 또는 품질 경고를 선택하여 연 다음 품질 경고 양식의 오른쪽 " +"상단에서 원하는 단계를 클릭합니다." #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:103 msgid "" @@ -38150,6 +39396,9 @@ msgid "" "(manufacturing, delivery, etc.), as well as specific products within those " "operations." msgstr "" +"Odoo에서는 *품질 관리 지점* (QCP)을 사용하여 미리 정해진 간격으로 :doc:`품질 검사 ` 를 " +"자동으로 생성합니다. 특정 작업 (제조, 배송 등)과 해당 작업에 있는 특정 품목에 대한 품질 검사를 생성하도록 |QCP|를 구성할 수 " +"있습니다." #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:16 msgid "" @@ -38480,6 +39729,8 @@ msgid "" "form, click the :guilabel:`Delivery` smart button. Doing so opens the " "delivery order (DO) form." msgstr "" +"반품 생성을 하려면 :menuselection:`판매 앱` 으로 이동하여 품목을 반품할 |SO|를 클릭합니다. 그런 다음 |SO| " +"양식에서 :guilabel:`배송` 스마트 버튼을 클릭합니다. 그러면 배송주문서 (DO) 양식이 열립니다." #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:34 msgid "" @@ -38668,6 +39919,8 @@ msgid "" "during the repair process. If the parts are removed, the user completing the" " repair can indicate they were removed." msgstr "" +":guilabel:`제거` 를 선택하면 |RO|에서 해당 부품이 삭제됩니다. 부품 삭제 항목에서는 수리 중인 제품에 대해 수리 프로세스 " +"중에 제거해야 하는 구성품이 표시됩니다. 부품이 제거되면 수리를 완료한 사용자는 해당 부품이 제거되었음을 표시할 수 있습니다." #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:137 msgid "" @@ -38824,6 +40077,8 @@ msgid "" "populated with the parts used in the |RO|, with the total cost of the repair" " calculated." msgstr "" +"보증이 적용되지 않거나 고객이 수리 비용을 부담해야 하는 품목인 경우에는 :guilabel:`견적서 만들기` 를 클릭합니다. 그러면 " +"새로운 |SO|가 열리고 |RO|에 사용된 부품이 양식에 미리 입력되어 있으며 총 수리비가 계산됩니다." #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Pre-populated new quotation for parts included in repair order." diff --git a/locale/ko/LC_MESSAGES/marketing.po b/locale/ko/LC_MESSAGES/marketing.po index 10ae298a5..6f3caf2f2 100644 --- a/locale/ko/LC_MESSAGES/marketing.po +++ b/locale/ko/LC_MESSAGES/marketing.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -538,6 +538,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "설정" @@ -831,7 +832,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -906,6 +906,8 @@ msgid "" "onto the body of the email being built. Once dropped, various aspects of the" " building block can be customized." msgstr "" +"각 빌딩 블록을 통해 고유한 기능과 전문적인 디자인 요소를 활용할 수 있습니다. 빌딩 블록을 사용하려면 원하는 블록 요소를 작성 중인 " +"이메일 본문에 끌어다 놓습니다. 끌어다 놓게 되면 빌딩 블록의 다양한 항목을 사용자 지정할 수 있습니다." #: ../../content/applications/marketing/email_marketing.rst:466 msgid "" @@ -1683,6 +1685,8 @@ msgid "" "there were any, or the message itself may have been directed toward the " "wrong audience." msgstr "" +"|CTR|이 낮다는 것은 대상이나 콘텐츠 자체에 문제가 있음을 나타내는 것일 수 있습니다. 받는 사람에게 클릭 유도 문안을 넣었는데도 " +"관심을 끌지 못했거나 메시지 자체가 대상이 잘못된 것일 수 있습니다." #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:71 msgid "Received rate" @@ -2369,6 +2373,8 @@ msgid "" "recorded in either the *Invoicing* or *Accounting* application, depending on" " which app is installed in the database." msgstr "" +":guilabel:`청구 완료`: 이메일 캠페인의 결과로 발생한 총 수익으로, 청구서가 고객에게 발행되어 결제 후 발생한 금액입니다. 이" +" 값은 데이터베이스에 설치된 앱에 따라 *청구서 발행* 또는 *회계* 애플리케이션에 기록됩니다." #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:307 msgid "" @@ -3269,14 +3275,314 @@ msgstr ":doc:`메일링_리스트`" msgid "Events" msgstr "행사" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "`Odoo 튜토리얼: 행사 `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "Odoo 행사의 칸반 화면을 사용한 행사 설정에 대한 미리보기입니다." + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "발표 추적 및 관리" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3359,55 +3665,80 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " "default, so if event-related communications are being sent to recipients who" " speak a different language, be sure to configure this field properly." msgstr "" +":guilabel:`언어`: 필요한 경우 모든 행사 관련 커뮤니케이션을 번역할 특정 언어를 지정합니다. 이 필드는 기본적으로 비어 " +"있으므로 다른 언어 사용자에게 행사 관련 커뮤니케이션을 전송할 경우에는 이 필드를 알맞게 설정해야 합니다." -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3415,34 +3746,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3450,13 +3781,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3464,56 +3795,59 @@ msgid "" "marketing essentials <../social_marketing/essentials/social_essentials>` " "documentation." msgstr "" +"*소셜 마케팅* 앱이 설치되어 있고 X 계정이 앱에 스트림으로 추가된 경우에 **한해서만** :guilabel:`Twitter Wall`" +" 필드가 행사 양식에서 표시됩니다. 자세한 내용은 :doc:`소셜 마케팅 필수 정보 " +"<../social_marketing/essentials/social_essentials>` 문서를 참조하세요." -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3521,7 +3855,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3533,56 +3867,60 @@ msgstr "" "데이터베이스의 *모든* 웹사이트에 행사를 게시할 수 있습니다. 자세한 내용은 :doc:`다중 웹사이트 " "<../../websites/website/configuration/multi_website>` 문서를 참조하세요." -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3592,14 +3930,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3607,8 +3945,10 @@ msgid "" ":guilabel:`Create` or :guilabel:`Create and edit...` from the resulting " "drop-down menu." msgstr "" +":guilabel:`품목` 필드에 사전 설정되어 있는 :guilabel:`행사 등록` 제품을 선택하거나 새 행사 등록 제품명을 입력하여 " +"새 제품을 생성한 다음 드롭다운 메뉴에서 :guilabel:`만들기` 또는 :guilabel:`만들기 및 편집...` 중에서 선택합니다." -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3620,7 +3960,7 @@ msgstr "" "품목`)에서 사용할 수 있습니다. *티켓* 탭에서 행사 등록 품목을 선택할 수 있게 하려면 행사 등록 :guilabel:`품목 유형`이 " "**반드시** :guilabel:`행사 티켓` 으로 설정되어 있어야 합니다." -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3632,21 +3972,23 @@ msgstr "" ":guilabel:`(오른쪽 화살표)` 아이콘을 클릭하면 됩니다. 클릭하면 품목 양식이 나타납니다. *재고 관리* 애플리케이션이 설치되어" " 있으면 품목에 맞게 추가 선택 사항을 사용자 지정할 수 있습니다." -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " "ticket in the :guilabel:`Tickets` tab, sets a new registration cost of the " "ticket for that event." msgstr "" +"행사 등록 품목의 품목 양식에 지정되어 있는 *판매가* 에 따라 티켓의 기본 가격이 설정됩니다. :guilabel:`티켓` 탭에서 티켓 " +":guilabel:`가격` 을 수정하면 해당 행사 티켓에 대한 새로운 등록 비용이 설정됩니다." -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3654,57 +3996,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3716,7 +4058,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3728,7 +4070,7 @@ msgstr "" " 참석자 구매를 확정하기 위해 전송하는 이메일입니다. 나머지 두 가지는 이메일 행사 리마인더로 예정된 행사를 수신자에게 상기시키기 위해 " "행사 시작 전까지 서로 다른 시간 간격으로 전송 예약됩니다." -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3736,13 +4078,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3750,58 +4092,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "메일" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3810,25 +4152,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3842,7 +4184,7 @@ msgstr "" ":guilabel:`콘텐츠`, :guilabel:`이메일 설정기` 및 :guilabel:`설정` 을 편집할 수 있는 별도의 페이지가 " "나타납니다." -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3850,20 +4192,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "질문 탭" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3878,7 +4220,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3886,7 +4228,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3895,7 +4237,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3908,7 +4250,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3916,7 +4258,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3928,48 +4270,48 @@ msgstr "" "전달됩니다 (한 번에 여러 개의 티켓을 구매한 경우). 이 설정 확인란을 선택하지* 않으면* Odoo에서 등록에 연결되어 있는 모든 " "참석자에게 질문이 표시됩니다." -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3981,37 +4323,37 @@ msgstr "" ":guilabel:`질문` 탭으로 돌아가거나 :guilabel:`저장 후 새로 만들기` 를 클릭합니다. 질문을 저장하고 새로운 " ":guilabel:`질문 만들기` 팝업 창에서 즉시 새 질문을 생성합니다." -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -4019,24 +4361,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -4046,34 +4388,35 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "행사 게시" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " "visible to website visitors, and makes it possible for people to register " "for the event." msgstr "" +"행사 양식에 대한 환경 설정 및 수정이 모두 완료되면 이제 웹사이트에 행사를 게시할 차례입니다. 이렇게 하면 웹사이트 방문자에게 행사가 " +"표시되고 사람들이 행사에 등록할 수 있게 됩니다." -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -4084,26 +4427,29 @@ msgstr "" "이동` 스마트 버튼을 클릭합니다. 이렇게 하면 행사 웹페이지가 표시되며 사이트에 있는 다른 웹페이지처럼 :guilabel:`편집` 버튼을" " 통해 사용자 지정할 수 있습니다." -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " "green :guilabel:`Published` switch. At this point, the event web page is " "published, and viewable/accessible by all website visitors." msgstr "" +"행사 웹사이트를 공유할 준비가 되면 헤더 메뉴에 있는 빨간색 :guilabel:`게시되지 않음` 토글 스위치를 클릭하여 초록색 " +":guilabel:`게시됨` 스위치로 변경합니다. 이렇게 하면 행사 웹페이지가 게시되어 모든 웹사이트 방문자가 보거나 액세스할 수 " +"있습니다." -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -4111,652 +4457,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "행사 관련 필수 사항" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"Odoo 행사 앱을 통해 행사 기획자는 기획부터 커뮤니케이션, 보고 업무까지 할 수 있으며, 빠져들 수 밖에 없는 멋진 경험을 " -"고객들에게 선사합니다. 즉, 웹사이트에서 행사 항목을 생성하고 이를 진행시킬 수 있을 뿐 아니라, 온라인 티켓 판매, Odoo 바코드를 " -"활용한 티켓 스캔 작업, 자동 이메일 발송과 함께 행사 등록과 관련되어서도 보고 자료를 풍부하게 선별해낼 수 있게 됩니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "칸반의 개념과 구조" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"시작하려면 홈페이지의 현황판에서 :guilabel:`행사`애플리케이션을 클릭하여, 파이프라인 단계가 다양하게 표시되어 있는 칸반 뷰로 " -"이동합니다. 행사 일시나 참석자 예상 (확정) 수치와 같은 주요 정보를 각 행사 카드에서 확인할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" -"새 단계를 생성하려면, :guilabel:`열 추가`를 클릭하여 해당하는 단계의 목적을 잘 나타낼 수 있도록 적절하게 제목을 입력합니다." -" " - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"단계를 다시 설정해야 하는 경우에는, 드래그앤드롭 기능을 이용하여 올바른 순서로 놓기만 하면 됩니다. 칸반의 각 단계에서 제목 오른쪽에 " -"있는 톱니바퀴 모양의 :guilabel:`설정` 메뉴를 이용하면 해당 단계를 “접기” 처리할 수 있으므로, 화면 을 좀 더 깔끔하게 볼 " -"수 있습니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "기본적으로 톱니바퀴 아이콘은 숨겨져 있으며, guilabel:`+` 아이콘에 마우스를 대면 옆에 나타납니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "클릭하면, 설정에서 드롭다운 메뉴가 나타납니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "Odoo 행사의 칸반 화면을 사용한 행사 설정에 대한 미리보기입니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "새로운 행사 만들기" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" -"행사를 생성하려면 행사 현황판에서 :guilabel:`만들기`를 클릭합니다. 직접 새로운 행사 서식 양식을 작성할 수 있도록 Odoo에서" -" 해당 웹페이지로 연결합니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" -"Odoo 데이터베이스에 있는 기존 정보를 선택하거나 새로운 필드 정보를 생성 또는 편집하여 행사 양식에 필요한 필드를 채워 넣습니다. " -"행사와 관련하여 입력해야 하는 주요 정보는 다음과 같습니다:" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr ":guilabel:`행사명`: 행사 제목을 지정합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr ":guilabel:`일시`: 행사 시작/종료 날짜 및 시간을 입력합니다" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr ":guilabel:`시간대`: 행사가 개최될 지역의 표준 시간대를 설정합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" -":guilabel:`템플릿`: 미리 제작되어 있는 행사 템플릿을 사용하시거나 사용자 지정 템플릿을 만들어서 여기로 연결시킵니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -":guilabel:`태그`: 행사에 대해 간략하게 표현할 수 있는 태그를 추가합니다 (예: `무역박람회`). 태그를 사용하면 칸반 " -"화면에서 훨씬 간편하게 행사 카드를 구성할 수 있으며, 보고 기간 동안 편리하게 검색 필터를 사용할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" -":guilabel:`주최`: 행사 주최측에 대한 상세 설명을 입력합니다. 보통 이 필드에는 Odoo 데이터베이스 사용 회사 또는 " -"공급업체가 들어갑니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr ":guilabel:`담당자`: 행사를 조직하는 책임자인 담당자 이름을 기재합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr ":guilabel:`웹사이트`: 어느 Odoo 웹사이트에 행사 정보를 게시할지 나타냅니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" -":guilabel:`장소`: 새로운 장소인 경우에는 여기에 정보를 입력하고, 기존 장소 정보가 있는 경우 해당 정보를 선택합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr ":guilabel:`등록 제한`: 이 기능을 사용하면 지정된 금액까지만 참석자 등록을 할 수 있도록 제한합니다" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" -":guilabel:`자동 확정`: 이 기능을 사용하면 행사 등록자에게 이메일로 확정 요청을 보내는 단계 없이 자동으로 등록을 확정하도록 " -"합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"행사 양식의 필드 입력이 완료되면, :guilabel:`티켓`과 :guilabel:`연락` 탭으로 이동하며 등록에 추가 정보가 필요한 " -"경우에는 :guilabel:`질문` 탭도 선택적으로 이용할 수 있습니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "행사 티켓 추가 및 판매" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -":guilabel:`티켓` 탭에서, 행사에서 사용할 각 티켓 유형에 해당하는 항목에 대한 내역을 추가합니다. 여기에서 티켓과 관련한 " -"가격, 등록 시작/종료 날짜와 함께 판매할 수 있는 티켓의 최대 수량을 기재합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "행사 입장권 판매를 하지 않는 경우에는, 행사 페이지에서 :guilabel:`등록` 항목이 기본으로 나타나게 됩니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "Odoo 행사의 티켓 탭 화면" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "행사 참가자들에게 이메일, 문자 및 소셜미디어 포스팅 자동 발송" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -":guilabel:`연락` 탭에서 개인별 이메일, SMS 또는 소셜미디어에 포스팅한 메시지를 구성하여 행사 참석자들과 연락을 유지할 수 " -"있도록 합니다. 각 연락 항목 별로, :guilabel:`연락` 탭 양식에서 :guilabel:`항목 추가`를 클릭한 후, " -":guilabel:`서식`에 있는 드롭다운 메뉴를 사용하여 연락 서식을 선택 (또는 생성)합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"다음으로, 연락 빈도를 설정하기 위해 시간 :guilabel:`간격` 및 :guilabel:`단위`를 설정합니다. " -":guilabel:`시간`, :guilabel:`일`, :guilabel:`주`, 또는 :guilabel:`월`을 입력하여 해당 필드에서" -" 연락을 전송할 빈도를 구체적으로 설정할 수 있습니다. 특정 :guilabel:`트리거` 기능을 사용할 경우 연락을 `즉시` 발송하도록 " -"선택할 수도 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"마지막 열의 :guilabel:`트리거` 항목에서 연락을 발송할 방법과 시기를 설정합니다. 여기에서는 :guilabel:`행사 전`, " -":guilabel:`개별 등록 후`, 또는 :guilabel:`행사 후` 중에서 선택할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "Odoo 행사의 커뮤니케이션 탭 화면" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "행사 등록에 설문지 첨부하기" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" -"행사 등록 중에 설문을 작성하도록 하면 행사 참석자가 바라는 내용이나 필요한 사항 또는 관심사를 사전에 확인해 볼 수 있습니다. 또한 " -"행사 진행 전 (또는 후) 보고 기간에 사용할 수 있는 정보 분석 도구로서 설문지를 유용하게 사용할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"설문지를 생성하려면, :guilabel:`행사` 애플리케이션에서 :menuselection:`구성 --> 설정`으로 이동하여 " -":guilabel:`질문` 설정을 활성화합니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"사용 설정을 하면, 이제 행사 양식과 관련하여 :guilabel:`질문` 탭에서 질문 항목과 응답 항목을 추가 (또는 기록)할 수 " -"있습니다. 각 질문마다, :guilabel:`한번만 질문하기`를 선택하여 한번만 질문할 것인지 또는 질문 항목에 대해 " -":guilabel:`필수 응답 항목`으로 처리할 것인지를 결정하여 등록 시 필요한 설문을 제작합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" -":guilabel:`한번만 질문하기` 항목을 선택하면, 3개 행사에 참석하기 위해서 등록을 한번에 하는 경우에는 해당 질문이 한번만 " -"표시됩니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"양식의 :guilabel:`질문 유형`에서 :guilabel:`선택` 및 :guilabel:`텍스트 입력` 두 가지 중에서 선택할 수 " -"있습니다. :guilabel:`선택` 유형에서는 :guilabel:`응답` 탭 아래에 사전에 설정해놓은 선택지 중에서 참석자가 선택할 수" -" 있습니다. :guilabel:`T텍스트 입력` 유형은 텍스트 상자 안의 질문에 참석자가 직접 응답 내용을 입력하도록 합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "행사 양식 화면에서 질문 탭을 열고 질문을 추가합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "내부 메모 기록하기 또는 티켓 안내 사항 추가하기" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" -":guilabel:`메모` 탭에서, :guilabel:`메모` 및/또는 :guilabel:`티켓 안내사항`을 선택적으로 추가할 수 " -"있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -":guilabel:`메모`에 행사 관련 직원 참조용으로 내부 메모를 남길 수 있습니다 (예: 할 일 목록, 연락처 정보 등). " -":guilabel:`티켓 안내사항` 필드에서는 직원 및 참석자들에게 유용할 수 있는 정보를 공유할 수 있습니다 (행사장 오시는길, " -"개장/폐장 시각 등)." - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" -":guilabel:`구조` 옵션의 하위 메뉴를 표시하려면 텍스트 필드 (:guilabel:`메모` 또는 :guilabel:`티켓 " -"안내`)에 `/`를 입력합니다. 이러한 옵션에서 행사 담당자가 검토할 수 있도록 중요한 내부 정보를 체계적으로 정리할 수 있도록 다양한 " -"서식 지정 옵션을 사용할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "Odoo 행사의 메모 탭 화면" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "행사에 참석 대상자 초대하기" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "행사에 초대하려면, 행사 양식의 가장 왼쪽 상단에 있는 :guilabel:`초대` 버튼을 클릭합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" -"초대용 템플릿 양식에서이메일이나 SMS 전송 옵션이 있습니다. 메시지는 편집이 완전히 자유로우며 받는 사람을 추가할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"초대 메시지를 보내려면 :guilabel:`제목`이 필수 항목인 반면, :guilabel:`미리보기용 텍스트` 항목은 선택 항목입니다. " -":guilabel:`미리보기용 텍스트`는 받는사람이 이메일을 확인하도록 유도하기 위해 눈길을 끄는 문장으로 만들어집니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" -"대부분의 경우, :guilabel:`미리보기용 텍스트`는 제목 옆에 표시됩니다. 대신 이메일 본문의 첫번째 문자가 표시되도록 하려면 해당" -" 필드를 공란으로 두시면 됩니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "초대할 대상자 선택 및 수신 필터 설정" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"초대 양식의 중간 부분에 있는 :guilabel:`받는사람` 필드를 선택하여 클릭하면 수신자 옵션에 드롭다운 메뉴가 표시됩니다. 해당 " -"내용은 Odoo에서 원하는 수신자 정보를 검색할 위치를 나타냅니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"이 메뉴에서 옵션을 선택할 경우(예: :guilabel:`지원자`, :guilabel:`연락처`, :guilabel:`행사 등록`, " -":guilabel:`영업제안/영업기회` 등), Odoo에서 해당되는 첫번째 규칙에 일치하는 수신자 전체에게 초대장을 발송합니다. " -":guilabel:`필터 추가`를 클릭하면 대상 수신자 범위를 좁힐 수 있도록 규칙을 추가할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "Odoo 행사의 수신자 필드 아래에 있는 필터 추가 버튼 화면" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -":guilabel:`필터 추가`를 클릭하면 수식처럼 형식이 지정되어 있는 필드 항목 세 개가 나타납니다. 하위 메뉴 옵션을 표시하려면 " -"원하는대로 구성될 때까지 각 필드를 클릭하여 원하는 항목을 선택하십시오. 규칙과 일치하는 :guilabel:`기록` 숫자가 " -":guilabel:`받는사람` 필드 오른쪽에 초록색으로 표시됩니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"각 규칙의 우측에는 :guilabel:`x`, :guilabel:`+`, 및 :guilabel:`...` 아이콘이 있습니다. " -":guilabel:`x` 아이콘을 사용하면 규칙에서 특정 노드 (항목)을 삭제할 수 있습니다. :guilabel:`+` 아이콘은 규칙에 " -"노드 (항목)을 추가합니다. :guilabel:`...` 아이콘은 노드에 브랜치를 추가합니다. 브랜치란 추가로 두 개의 하위 노드를 " -"들여쓰기로 규칙에 추가하여 상위 항목의 내용에 더하여 내용을 좀 더 구체화시킬 수 있게 됩니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "맞춤 행사 초대 항목 만들기" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -":guilabel:`메일 본문` 탭에는 선택할 수 있는 메시지 서식이 다수 미리 설정되어 있습니다. 원하는 서식을 선택하고 오른쪽 " -"사이드바에 있는 Odoo의 드래그 앤 드롭 웹 빌더를 사용하여 디자인 세부 사항의 요소를 모두 수정합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "행사 초대 이메일 커스터마이징에 사용하는 드래그 앤 드롭 구성 요소 화면" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" -"이메일 행사 초대를 처음부터 작성하려면 :guilabel:`일반 텍스트` 템플릿을 선택합니다. 그러면 Odoo에서 빈 이메일 캔버스를 " -"확인할 수 있습니다. 이 캔버스에서 슬래시 (`/`) 명령어를 사용하여 프론트엔드 서식 텍스트 편집기를 사용하거나 :ref:`개발자 모드" -" `를 활성화하여 :guilabel:`` 아이콘으로 XML 코드 편집기를 사용하여 커스터마이징할 수 " -"있습니다. " - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -":guilabel:`메일 본문` 탭 (및 서식 옵션)은 행사 초대 :guilabel:`메일 유형`이 :guilabel:`이메일`로 지정된" -" 경우에만 사용할 수 있습니다. :guilabel:`메일링 유형`이 :guilabel:`SMS`가 경우에는 :guilabel:`SMS " -"콘텐츠` 탭 (빈 텍스트 공간)을 대신 사용할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "행사 초대 설정 수정하기" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr ":guilabel:`설정` 탭 아래에 있는 옵션은 지정된 :guilabel:`메일링 유형`에 따라 달라집니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -":guilabel:`이메일` 옵션을 :guilabel:`메일링 유형`으로 선택하면 :guilabel:`책임자` 직원을 지정할 수 있으며," -" 이 직원이 해당하는 특정 초대 메시지에 대한 책임자가 됩니다. :guilabel:`발신자` 및 :guilabel:`답신자` 이메일 " -"별칭도 여기에서 지정할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" -"또한, 해당 행사 초대를 하려면 필요한 특정 문서가 있는 경우 (또는 도움이 되는 경우) :guilabel:`파일 첨부`를 클릭하고 " -"적절한 문서를 추가하여 이메일과 함께 보낼 수 있습니다. ." - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -":guilabel:`메일링 유형`으로 :guilabel:`SMS` 옵션을 선택한 경우 :guilabel:`책임자`를 지정할 수 있으며, " -":guilabel:`수신 거부 링크 포함` 옵션을 사용할 수 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "수신자에게 행사 초대장 보내기" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -":guilabel:`메일링 유형`으로 :guilabel:`이메일`을 선택한 경우, 초대를 보낼 수 있는 방법으로는 " -":guilabel:`전송`, :guilabel:`스케줄`, :guilabel:`테스트` 세 가지가 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -":guilabel:`전송` 방법을 사용하면 초대장이 즉시 발송됩니다. :guilabel:`스케줄` 은 이메일 전송 예정 날짜/시간을 " -"팝업창에서 선택할 수 있습니다. :guilabel:`테스트` 방법에서는 :guilabel:`테스트 메일` 팝업이 표시됩니다. 여기에서 " -"특정 수신자 이메일 주소를 입력하면 Odoo에서 향후 행사 참석자에게 공식적으로 보내기 전에 검토용으로 현재 버전의 메일을 보낼 수 " -"있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -":guilabel:`메일링 유형` 이 :guilabel:`SMS` 을 선택한 경우 초대를 보내는 방법으로는 :guilabel:`대기열에 " -"넣기`, :guilabel:`지금 보내기`, :guilabel:`스케줄` , 및 :guilabel:`테스트` 네 가지가 있습니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -":guilabel:`대기열에 넣기` 방법으로 가까운 시일 안에 모든 수신자 (지정된 규칙과 일치하는 경우)에게 SMS 메시지를 보내도록 " -"예약합니다. :guilabel:`대기열에 넣기`를 클릭하면 나타나는 팝업창에서 승인을 합니다. 승인되면 행사 초대 서식의 양식에 파란색 " -"배너가 표시되어 해당일에 SMS가 전송된다는 것을 알려 줍니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -":guilabel:`지금 보내기`, :guilabel:`스케줄` 및 :guilabel:`테스트` 옵션 모두가 :guilabel:`메일링 " -"유형` 의 두 가지 옵션에 대해 동일한 방식으로 작동합니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" -"게시 전까지 해당 행사는 웹사이트에 공개되지 않으며 행사에 등록할 수 없습니다. 행사를 게시하려면 :guilabel:`행사` " -"애플리케이션을 통해 Odoo의 백엔드에서 행사 항목으로 이동하거나 권한이 있는 사용자 또는 관리자로 프론트엔드를 통해 숨겨져 있는 행사 " -"페이지에 액세스하세요." - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" -"백엔드에서 탐색하는 경우 행사 양식으로 이동한 후 :guilabel:`웹사이트로 이동` 스마트 버튼을 클릭하여 웹사이트 (프론트엔드)에 " -"있는 행사 페이지로 이동합니다. 프론트엔드부터 시작하는 경우 게시해야 하는 행사 페이지로 이동하면 됩니다." - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" -"경로에 관계없이 행사 페이지는 프론트엔드에서만 게시할 수 있습니다. 웹사이트의 행사 페이지 오른쪽 상단에서 빨간색 " -":guilabel:`게시되지 않음` 상태를 초록색 :guilabel:`게시됨` 상태로 전환하세요. 이렇게 하면 웹사이트에서 행사 페이지가" -" 즉시 일반에 공개됩니다." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "웹사이트 페이지 및 Odoo 행사에 행사를 게시하는 옵션 화면" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4771,6 +4496,8 @@ msgid "" " and elements to the new event, all of which can be further modified, if " "needed." msgstr "" +"애플리케이션에서 이러한 템플릿을 생성하고 개인 맞춤형으로 만들수 있으며, 행사 양식에서 선택하여 새 행사에 신속하게 설정 및 요소를 " +"적용하고 필요한 경우 모두 추가로 수정할 수 있습니다." #: ../../content/applications/marketing/events/event_templates.rst:13 msgid "Event templates page" @@ -4807,6 +4534,9 @@ msgid "" ":icon:`oi-draggable` :guilabel:`(draggable)` icon, located to the left of " "each event template line on the :guilabel:`Event Templates` page." msgstr "" +"이와 같은 행사 템플릿이 행사 양식의 *템플릿* 드롭다운 필드에 표시되는 방식을 변경하려면 :icon:`oi-draggable` " +":guilabel:`(드래그 가능)` 아이콘을 사용하여 원하는 순서로 끌어다 놓습니다. 이 아이콘은 :guilabel:`행사 템플릿` " +"페이지의 각 행사 템플릿 줄 왼쪽에 있습니다." #: ../../content/applications/marketing/events/event_templates.rst:34 msgid "" @@ -4831,6 +4561,8 @@ msgid "" "in the upper-left corner. Doing so reveals a blank event template form that " "can be customized in a number of different ways." msgstr "" +"**현황판에서** :menuselection:`행사 앱 --> 환경 설정 --> 행사 템플릿` 으로 이동한 후 왼쪽 상단에 있는 " +":guilabel:`새로 만들기` 버튼을 클릭합니다. 그러면 다양한 방법으로 사용자 지정할 수 있는 빈 행사 템플릿 양식이 나타납니다." #: ../../content/applications/marketing/events/event_templates.rst:44 msgid "" @@ -4932,6 +4664,8 @@ msgid "" "event. Icons representing those exhibitors are also found on the footer of " "every event-specific web page, as well." msgstr "" +":guilabel:`전시업체 메뉴 항목`: 방문자를 별도의 페이지로 안내하는 하위 메뉴 항목을 추가하여 행사와 관련된 모든 전시업체를 " +"확인할 수 있습니다. 또한 행사별 웹페이지 바닥글마다 전시업체를 나타내는 아이콘이 표시되어 있습니다." #: ../../content/applications/marketing/events/event_templates.rst:93 msgid "" @@ -5032,6 +4766,9 @@ msgid "" " or by navigating to :menuselection:`Events app --> Configuration --> Booth " "Categories`, and click :guilabel:`New`." msgstr "" +"Odoo *행사* 애플리케이션에서 행사 부스를 생성하고 사용자 지정하는 방법으로는 두 가지 방법이 있습니다. 행사 템플릿 양식의 " +":guilabel:`부스` 탭 또는 :menuselection:`행사 앱 --> 환경 설정 --> 부스 카테고리` 로 이동하여 " +":guilabel:`새로 만들기` 를 클릭합니다." #: ../../content/applications/marketing/events/event_templates.rst:138 msgid "" @@ -5058,6 +4795,9 @@ msgid "" "navigating to :menuselection:`Events app --> Configuration --> Booth " "Categories`." msgstr "" +"그런 다음 아래 드롭다운 필드에서 적절한 :guilabel:`부스 카테고리` 를 선택합니다. 부스 카테고리는 * 행사* 애플리케이션의 " +"*부스 카테고리* 페이지에서 생성 및 수정할 수 있습니다. 이 페이지는 :menuselection:`행사 앱 --> 환경 설정 --> " +"부스 카테고리` 로 이동하여 액세스할 수 있습니다." #: ../../content/applications/marketing/events/event_templates.rst:154 msgid "" @@ -5078,6 +4818,9 @@ msgid "" "edit...` reveals a new :guilabel:`Create Booth Category` pop-up window, from" " which the category can be configured in a number of different ways." msgstr "" +":guilabel:`만들기` 를 클릭하면 나중에 사용자 지정할 수 있는 (또는 사용자 지정이 필수인) 카테고리가 생성됩니다. " +":guilabel:`만들기 및 편집...` 을 클릭하면 새로운 :guilabel:`부스 카테고리 만들기` 팝업 창이 나타나며, 여기에서 " +"다양한 방식으로 카테고리를 설정할 수 있습니다." #: ../../content/applications/marketing/events/event_templates.rst-1 msgid "" @@ -5170,6 +4913,9 @@ msgid "" "they are listed in on the *Event Templates* page (:menuselection:`Events app" " --> Configuration --> Event Templates`)." msgstr "" +"행사 양식에서 :guilabel:`템플릿` 필드를 클릭하면 데이터베이스에 있는 모든 기존 행사 템플릿이 표시됩니다.템플릿은 *행사 " +"템플릿* 페이지 (:menuselection:`행사 앱 --> 환경 설정 --> 행사 템플릿`)에 기재되어 있는 것과 동일한 순서로 " +"나타납니다." #: ../../content/applications/marketing/events/event_templates.rst:209 msgid "" @@ -5185,137 +4931,252 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "티켓 판매" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -":guilabel:`티켓` 탭 아래 행사 서식의 양식에서 참석 대상자가 직접 선택할 수 있도록 맞춤형 티켓 등급 (다양한 가격대 설정)을" -" 생성합니다. Odoo는 다양한 결제 방법을 선택할 수 있도록 하여 티켓 구매 과정을 간소화합니다." -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "설정" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"먼저, 행사 티켓 생성 (및 판매)을 활성화하려면 :menuselection:`환경 설정 --> 설정`으로 이동한 다음 " -":guilabel:`티켓` 및 :guilabel:`온라인 티켓팅` 기능을 활성화하세요." -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." -msgstr ":guilabel:`티켓` 기능을 사용하면 행사 티켓을 판매할 수 있습니다." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." +msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." -msgstr ":guilabel:`온라인 티켓` 기능을 사용하면 웹사이트를 통해 티켓을 판매할 수 있습니다." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." +msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." -msgstr "이 옵션을 활성화하지 *않으면*, 기본 :guilabel:`등록` 버튼을 무료 등록 방법으로 사용할 수 있습니다." +"becomes available for visitors to interact with and procure free " +"registrations to the event." +msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "Odoo 행사 설정 페이지 화면" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "판매주문서를 통한 티켓 판매" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -":guilabel:`판매` 애플리케이션에서 이전에 생성해 놓은 행사 등록을 선택하고 (품목과 동일) 이를 품목 줄에 추가합니다. 등록을 " -"추가하면 특정 행사 (및 티켓 등급)를 선택할 수 있는 팝업 창이 나타납니다. 그러면 해당 특정 행사 티켓이 판매주문서에 첨부됩니다." -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." -msgstr "Odoo 행사에서 특정 행사를 선택하는 판매주문서 및 옵션 화면" - -#: ../../content/applications/marketing/events/sell_tickets.rst:40 -msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"온라인이나 판매주문서를 통해 티켓을 판매하는 행사에는 :guilabel:`판매 스마트 버튼` 단축키가 행사 서식의 양식 " -"(:guilabel:`행사` 애플리케이션) 상단에 있습니다." -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." -msgstr ":guilabel:`판매 스마트 버튼`을 클릭하면 해당 행사와 관련된 모든 판매주문서가 있는 페이지가 나타납니다." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:56 +msgid "" +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." +msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "Odoo 행사의 행사 양식 및 판매 스마트 버튼 화면" +#: ../../content/applications/marketing/events/sell_tickets.rst:64 +msgid "" +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 +msgid "" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" + #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -"Odoo 행사의 티켓 탭 아래에 있는 품목 열이 강조 표시되어 있는 행사 양식의\n" -"화면" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "웹사이트를 통한 티켓 판매" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:86 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." msgstr "" -"웹사이트를 통해 티켓을 구입한 경우, 프로세스는 특정 :guilabel:`등록` 품목으로 :guilabel:`판매주문서`를 생성하는 것과" -" 유사합니다. 여기에서 티켓이 가상의 장바구니에 추가되고 웹사이트에 미리 설정되어 있는 결제 방법 옵션을 사용하여 일반적인 거래의 경우와" -" 같이 완료할 수 있습니다." -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:91 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." -msgstr "구매 완료 항목은 자동으로 :guilabel:`판매주문서`로 생성되어 데이터베이스 백엔드에서 쉽게 접근할 수 있습니다." +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "Odoo 행사에 대한 웹사이트 업무 진행 화면" +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "발표 추적 및 관리" +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -5733,6 +5594,7 @@ msgstr "" ":guilabel:`캠페인` 현황판을 엽니다. 여기에서 :guilabel:`새로 만들기` 버튼을 클릭하면 새 캠페인 양식이 나타납니다." #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "캠페인 서식" @@ -5752,10 +5614,9 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" -"서식을 시작하려면 기본 Odoo 현황판에서 :menuselection:`마케팅 자동화` 애플리케이션으로 이동하여 6개의 캠페인 서식 " -"카드이 나타나도록 :guilabel:`캠페인` 현황판을 엽니다." #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`🏷️ Tag Hot Contacts`" @@ -5777,8 +5638,10 @@ msgid "" msgstr ":guilabel:`신규 구독자에게 환영 이메일을 보내고 반송된 주소는 삭제합니다.`" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" -msgstr ":guilabel:`☑️ 이중 선택`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" +msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`Send an email to new recipients to confirm their consent.`" @@ -5818,7 +5681,7 @@ msgid "" "Automation app." msgstr "마케팅 자동화 앱에서 캠페인 현황판에 있는 6개의 캠페인 서식 카드" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." @@ -5826,7 +5689,7 @@ msgstr "" "이와 같은 서식은 새 캠페인을 제작하는 시작점으로 사용될 수 있도록 만들어져 있습니다. 서식 카드 중 하나를 클릭하면 캠페인 양식이 " "열립니다" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" @@ -5835,7 +5698,8 @@ msgstr "" "캠페인이 생성된 이후에 캠페인 템플릿 카드를 다시 표시하려면 데이터베이스에 존재하지 **않는** 캠페인의 이름을 " ":guilabel:`검색...` 바에 입력한 다음 :kbd:`입력`을 누릅니다." -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " @@ -5844,11 +5708,11 @@ msgstr "" "예를 들어 'empty'를 검색할 경우 데이터베이스에 이름이 'empty'라는 캠페인이 존재하고 있지 않은 이상, 캠페인 서식 카드가 " "다시 표시됩니다." -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "대상 및 필터" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5858,7 +5722,7 @@ msgstr "" "캠페인 양식에서 도메인이라고도 하는 :guilabel:`대상` 및 :guilabel:`필터` 항목에는 캠페인 도달 범위에 대한 대상 " "고객을 정의하는 데 사용되는 필드 (즉, 데이터베이스의 고유 연락처 레코드)가 있습니다." -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " @@ -5866,56 +5730,56 @@ msgid "" msgstr "" "대상 고객은 *영업제안/영업기회*, *행사 등록*, *연락처* 등과 같이 캠페인에 사용하는 레코드 유형으로 특징을 구분 짓습니다." -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "기록" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "캠페인에서 지정한 기준에 맞는 시스템 내 연락처를 *레코드*라고 합니다." -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "캠페인 :guilabel:`필터` 옆에 있는 레코드 수는 캠페인이 대상으로 하고 있는 총 레코드 숫자를 나타냅니다." -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "참가자" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "캠페인에 참여한 레코드를 *참가자*라고 합니다." -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "테스트 실행에 참여한 참가자 수는 테스트가 실행된 후 캠페인 양식 상단에 표시되는 *테스트* 스마트 버튼에 표시됩니다." -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "실행 중이거나 중지된 캠페인에 참여한 참가자 수는 캠페인 양식 상단에 있는 *참가자* 스마트 버튼에 표시됩니다." -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "업무 순서" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " @@ -5924,12 +5788,12 @@ msgstr "" "*워크플로우*란 캠페인 내에서의 단일 활동이나 다면적인 활동 혹은 연결되어 있는 일련의 활동으로 구성되어 있습니다. 캠페인에 대한 " "워크플로우는 캠페인 양식에 있는 :guilabel:`워크플로우` 섹션에 정의되어 있습니다." -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "활동" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5939,7 +5803,7 @@ msgstr "" "*활동*이란 캠페인 내에서 실행되는 워크플로우로 조직되어 있는 커뮤니케이션 방법 또는 실행 작업을 의미합니다. 일단 실행이 되면, 각 " "활동에서는 활동에 참여한 인원 숫자를 *성공* 및 *거부* 수로 나타냅니다." -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" @@ -5947,36 +5811,36 @@ msgstr "" "다음 중에서 활동을 하나 생성하려면, 캠페인 양식에 있는 :guilabel:`워크플로우`에서 :guilabel:`새 활동 추가`를 " "클릭합니다." -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr ":doc:`marketing_automation/workflow_activities`" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "테스트 및 실행" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " @@ -5985,7 +5849,7 @@ msgstr "" "캠페인을 생성한 후에는 테스트를 실행하여 예상대로 워크플로우가 작동하는지 확인하고 오류가 있는지 체크하여 대상 고객에게 도달하기 전에 " "발견되는 작업 실수를 바로 수정할 수 있습니다." -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " @@ -5994,15 +5858,15 @@ msgstr "" "테스트가 끝나면 캠페인을 개시하여 대상 고객이 참여하도록 유도하게 됩니다. 사용자가 워크플로우에 확신이 있는 경우 *테스트 없이* 바로 " "캠페인을 시작할 수도 있습니다." -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr ":doc:`marketing_automation/testing_running`" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "보고" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " @@ -6011,34 +5875,316 @@ msgstr "" "각 캠페인의 성공 여부를 측정하기 위해 다양한 보고 지표를 사용할 수 있습니다. 다음과 같은 메뉴에 액세스하려면 " ":menuselection:`마케팅 자동화 앱 --> 보고`로 이동합니다." -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr ":guilabel:`UTM 빌더`: 클릭 수를 추적하기 위해 링크 지표를 표시합니다." -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr ":guilabel:`자취 추적`: 전체 캠페인의 활동 결과를 모두 표시합니다." -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr ":guilabel:`참여자`: 전체 캠페인 참가자에 대한 개요를 표시합니다." -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "또한, 캠페인 워크플로우 내부에 있는 각각의 활동에는 참여 지표가 표시되어 있습니다." -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr ":doc:`marketing_automation/understanding_metrics`" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "이중 선택" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "캠페인 환경 설정" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -7225,6 +7371,9 @@ msgid "" "trigger type occurs (at the next scheduled run of the :ref:`Mail: Email " "Queue Manager cron `)." msgstr "" +"간격 수가 `0` 으로 설정되고 간격 유형이 :guilabel:`시간` 으로 설정되어 있으면 트리거 유형이 발생한 직후에 활동이 " +"실행됩니다 (다음 예약되어 있는 :ref:`메일: 이메일 대기열 관리자 크론 ` 실행 시)." #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:199 msgid "Trigger type" @@ -7250,6 +7399,9 @@ msgid "" "` to be executed directly after the " "selected :guilabel:`Activity`:" msgstr "" +"다른 모든 트리거 유형은 캠페인에서 모든 다른 활동을 드롭다운 메뉴 :guilabel:`활동` 필드를 통해 표시합니다. 이러한 유형 " +"중에서 하나를 선택하면 이 활동은 선택한 :guilabel:`활동` 바로 다음에 실행될 :ref:`하위 활동 " +"` 으로 변환됩니다." #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:211 msgid "" @@ -7333,6 +7485,9 @@ msgid "" "the :guilabel:`Cancel after` field with *interval* and *interval type* " "inputs." msgstr "" +"선택적으로 :guilabel:`활동 만들기` 팝업 창에서 :guilabel:`만료 기간` 을 지정하여 특정 기간이 지나면 활동 실행이 " +"취소되도록 할 수 있습니다. 이 확인란을 선택하면 *간격* 및 *간격 유형* 입력이 있는 :guilabel:`다음 기간 이후 취소` " +"필드가 표시됩니다." #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:238 msgid "" @@ -8660,6 +8815,9 @@ msgid "" ":guilabel:`Send SMS as`. Click :guilabel:`Save and Close` to save the " "changes to this new action." msgstr "" +"다음으로, :guilabel:`SMS 템플릿` 을 설정하고 드롭다운 메뉴에서 :guilabel:`SMS 보내기` 를 선택하여 SMS " +"메시지를 메모로 기록할지 여부를 선택합니다. 새로운 활동에 대한 변경 사항을 저장하려면 :guilabel:`저장 후 닫기` 를 " +"클릭합니다." #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "" @@ -10491,7 +10649,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10551,6 +10709,8 @@ msgid "" "present for surveys that have enabled the *Is a Certification* option on the" " survey form." msgstr "" +":guilabel:`실시간 세션 시작`: *실시간 세션* 설문조사를 시작하고 새 탭에서 세션 관리자 창을 표시하려면 클릭합니다. 설문조사" +" 양식에 있는 *인증* 옵션을 활성화한 경우에는 설문조사에서 이 버튼이 표시되지 **않습니다**." #: ../../content/applications/marketing/surveys.rst:112 msgid "" @@ -10780,6 +10940,8 @@ msgid "" "results and responses, with an informative :guilabel:`Results Overview` and " "some filtering drop-down menus at the top." msgstr "" +":guilabel:`결과 보기` 버튼을 클릭하면 새 브라우저 탭이 열리고 해당 설문조사의 전체 결과 및 응답이 입력된 별도의 페이지가 " +"표시되어 상단에 위치하고 있는 자세한 :guilabel:`결과 개요` 및 필터 드롭다운을 사용할 수 있습니다." #: ../../content/applications/marketing/surveys/analysis.rst-1 msgid "" @@ -10929,6 +11091,8 @@ msgid "" "visual and data-related results and responses. When clicked again, that " "question's visual and data-related results re-appear." msgstr "" +"각 질문이 해당하는 결과 위에 표시됩니다. 질문 왼쪽에는 :guilabel:`👁️ (눈)` 아이콘이 있습니다. 클릭하면 Odoo는 비주얼" +" 및 데이터 관련된 결과와 답변이 숨겨집니다. 다시 클릭하면 해당 질문의 비주얼 및 데이터 관련 결과가 다시 나타납니다." #: ../../content/applications/marketing/surveys/analysis.rst:119 msgid "" @@ -10950,6 +11114,8 @@ msgid "" " for example, there is also an indicator to showcase how many users answered" " the question :guilabel:`Correct`." msgstr "" +"응답자가 직접 답변을 입력해야 하는 질문의 경우, 예를 들어 질문에서 특정 숫자나 날짜 입력과 같이 선택 항목이 주어지지 않는 경우에는," +" 해당 질문에 대한 :guilabel:`정답` 을 맞힌 사용자 수를 보여주는 지표도 있습니다. ." #: ../../content/applications/marketing/surveys/analysis.rst-1 msgid "" @@ -11082,6 +11248,8 @@ msgid "" "results of each question for participants who submitted that particular " "answer for that specific question." msgstr "" +":guilabel:`필터` 아이콘을 클릭하면 Odoo에서는 선택한 필터가 적용된 결과 페이지의 상단으로 이동하여 참가자가 특정 질문에 " +"대한 답변을 제출한 경우 각 질문의 결과를 보여줍니다." #: ../../content/applications/marketing/surveys/analysis.rst-1 msgid "" @@ -11187,7 +11355,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`채점`" @@ -11245,6 +11413,8 @@ msgid "" "those types of surveys. Each of those survey type options comes equipped " "with its own specific selection of options." msgstr "" +"이와 같은 항목을 통해 설문조사를 생성하는 절차를 간소화할 수 있으며, 설문조사 유형에 가장 적합한 설정 및 옵션을 사용자에게 자동으로 " +"제공합니다. 이러한 각각의 설문조사 유형에서 특정한 고유 옵션을 선택할 수 있습니다." #: ../../content/applications/marketing/surveys/create.rst:31 msgid "" @@ -11291,14 +11461,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -11333,11 +11503,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -11352,7 +11522,7 @@ msgid "Add a section" msgstr "줄 추가" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -11365,7 +11535,7 @@ msgstr "" "누르거나 클릭합니다." #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -11379,7 +11549,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -11388,7 +11558,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -11402,7 +11572,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "옵션 탭" @@ -11428,6 +11598,9 @@ msgid "" "appear in the :guilabel:`Options` tab, it is likely because the selected " "survey type does not offer it." msgstr "" +":guilabel:`사용자 지정` 설문 조사 유형에 대해서는 :guilabel:`옵션` 탭에서 선택할 수 있는 모든 항목을 확인할 수 " +"있습니다. 따라서 다음 중 :guilabel:`옵션` 탭에 표시되지 **않는** 항목이 있는 경우 선택한 설문조사 유형에서는 해당 옵션이" +" 지원되지 않습니다." #: ../../content/applications/marketing/surveys/create.rst:123 #: ../../content/applications/marketing/surveys/live_session.rst:66 @@ -11638,6 +11811,8 @@ msgid "" "consisting of letters, numbers, and/or symbols, to be used by participants " "in order to access the live session survey." msgstr "" +":guilabel:`실시간 세션` 섹션에 있는 첫 번째 항목은 :guilabel:`세션 코드` 필드입니다. 이 필드에는 참가자가 실시간 " +"세션 설문조사에 액세스하기 위해 사용할 문자, 숫자 및/또는 기호로 구성된 사용자 지정 코드를 입력합니다." #: ../../content/applications/marketing/surveys/create.rst:229 msgid "" @@ -11671,6 +11846,9 @@ msgid "" "participants trying to access the live session, via that link, will need to " "enter the custom :guilabel:`Session Code` to gain access." msgstr "" +":guilabel:`세션 링크` (사용자 지정 :guilabel:`세션 코드` 로 끝나는 링크)가 :guilabel:`세션 코드` 끝부분" +" 내용이 **없이** 전송될 경우, 이를 통해 실시간 세션에 액세스하려는 참가자는 사용자 지정 :guilabel:`세션 코드` 를 " +"입력해야 접속할 수 있습니다." #: ../../content/applications/marketing/surveys/create.rst:245 msgid "" @@ -11693,32 +11871,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "설명 탭" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -11729,11 +11911,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -11750,7 +11932,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -11762,7 +11944,7 @@ msgstr "" ":guilabel:`받는 사람` 및 :guilabel:`제목` 을 이메일에 추가할 수 있습니다. 그 아래에는 동적 이메일 템플릿이 " "표시되고 :guilabel:`인증 시작` 버튼이 있으며 수정할 수도 있습니다." -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -11774,7 +11956,7 @@ msgstr "" ":guilabel:`결과 보기` 를 클릭하면 설문조사 질문과 응답이 시각적인 분석과 함께 별도의 탭으로 표시됩니다. 자세한 내용은 " ":doc:`설문조사 채점 ` 문서를 확인하세요." -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -11786,7 +11968,7 @@ msgstr "" "입장할 수 있으나 실제 설문조사는 실시간 세션 설문조사를 호스팅하는 사용자가 *세션 관리자* 창에서 :guilabel:`시작` 버튼을 " "클릭할 때까지 시작되지 **않습니다**." -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -11794,14 +11976,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -11813,26 +11995,26 @@ msgstr "" " 있습니다. 화면 상단에 '테스트 설문조사 --> 설문조사 편집' 이라는 파란색 배너가 있으면 설문조사의 테스트 버전에서 작업 중이라는 " "사실을 알 수 있습니다." -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -11844,11 +12026,11 @@ msgstr "" ":guilabel:`다시 열기` 를 클릭하면 설문조사가 다시 열리고 (즉, 보관 취소) 설문조사 양식에서 :guilabel:`보관됨` " "배너가 삭제됩니다." -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`시간_임의`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -11881,6 +12063,8 @@ msgid "" "host reveals all the participant's responses, in real time, with each " "answer's results displayed as a bar graph." msgstr "" +"그런 다음 참가자는 컴퓨터나 모바일 장치를 통해 답변을 제출하고, 답변이 수집되면 호스트는 참가자 답변을 모두 실시간으로 공개하여 각 " +"답변의 결과를 막대 그래프로 표시합니다." #: ../../content/applications/marketing/surveys/live_session.rst-1 msgid "" @@ -11924,7 +12108,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11969,6 +12153,9 @@ msgid "" "will default to that option when the :guilabel:`Create Live Session` button " "is clicked, and a *Live Session* survey officially begins." msgstr "" +":guilabel:`페이지 매기기` 필드에서 선택한 항목과 무관하게 *실시간 세션* 설문조사에서는 *오직* :guilabel:`질문당 한" +" 페이지` 항목에 표시되며 :guilabel:`실시간 세션 만들기` 버튼을 클릭하면 기본적으로 해당 옵션으로 바뀌고 *실시간 세션* " +"설문조사가 공식적으로 시작됩니다." #: ../../content/applications/marketing/surveys/live_session.rst:73 msgid "" @@ -12073,6 +12260,8 @@ msgid "" " a :guilabel:`Session Code`, the URL that appears in the following " ":guilabel:`Session Link` field becomes far more complex." msgstr "" +":guilabel:`세션 코드` 는 필수 필드는 **아니지만** 설문조사를 독점적으로 운영할 수 있으며 :guilabel:`세션 코드` " +"가 없으면 :guilabel:`세션 링크` 가 훨씬 더 복잡해지므로 추가하는 것을 권장합니다.." #: ../../content/applications/marketing/surveys/live_session.rst:128 msgid "" @@ -12214,6 +12403,8 @@ msgid "" "on the x-axis. The participants see the question and selectable answer " "options on their computer or mobile device." msgstr "" +"설문조사에 첫 번째 질문이 나타나면 *세션 관리자* 는 빈 막대 그래프 위에 질문을 표시하고 x축에 가능한 답변 내용을 표시합니다. " +"참가자는 본인의 컴퓨터나 모바일 디바이스에서 질문과 함께 선택형 답변을 볼 수 있습니다." #: ../../content/applications/marketing/surveys/live_session.rst:199 msgid "" @@ -12249,11 +12440,582 @@ msgid "" "Manager*, they can click the :guilabel:`Next` button to move on to the next " "portion of the survey." msgstr "" +"호스트/진행자는 *세션 관리자* 의 막대 그래프를 통해 참가자에게 정답과 오답을 확인할 시간이 충분하다고 판단되면 " +":guilabel:`다음` 버튼을 클릭하여 설문조사의 다음 부분으로 진행할 수 있습니다." #: ../../content/applications/marketing/surveys/live_session.rst:216 msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "질문 만들기" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" +"다만 Odoo *설문조사* 애플리케이션에는 설문조사 문항을 만들 수 있는 위치는 단 한 곳 뿐입니다. 문항을 만드려면 " +":menuselection:`설문조사 앱 --> 새로 만들기` 로 이동하거나 :guilabel:`설문조사` 페이지 " +"(:menuselection:`설문조사 앱 --> 설문조사`).에서 기존 설문조사를 선택하여 설문조사 양식으로 이동합니다." + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" +"그런 다음 섹션 아래에 원하는 질문을 끌어다 놓거나 섹션 제목을 설문조사에서 원하는 질문 위에 (예: *앞에*) 끌어다 놓으면 섹션 " +"주제에 맞게 해당하는 질문을 섹션에 입력할 수 있습니다." + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" +"환경 설정을 원하는 대로 모두 완료했으면 :guilabel:`저장 후 닫기` 를 클릭하여 질문을 저장하고 설문조사 양식으로 돌아가거나 " +":guilabel:`저장 후 새로 만들기` 를 클릭하여 질문을 저장하고 :guilabel:`섹션 및 질문 만들기` 팝업 창에서 새 질문을" +" 즉시 생성합니다. " + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "다음의 :guilabel:`질문 유형` 중에서 선택하세요." + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" +":guilabel:`질문 유형` 을 선택하면, 세 가지 탭으로 질문에 대한 정보를 사용자 지정할 수 있습니다. 여기에는 " +":guilabel:`답변` 탭 (선택한 :guilabel:`질문 유형` 에 적용 가능한 경우), :guilabel:`설명` 탭 및 " +":guilabel:`옵션` 탭이 있습니다." + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" +"그러나 예를 들어 :guilabel:`장문형 텍스트 박스`와 같이 선택된 :guilabel:`질문 유형` 에 응답하기 위해 사용자 지정 " +"답변이 필요한 경우. 또는 :guilabel:`질문 유형` 에 대한 답변이 숫자, 날짜 또는 일시일 경우 :guilabel:`답변` 탭이" +" 완전히 사라집니다." + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" +"여기에서 :guilabel:`줄 추가` 를 클릭하고 해당 질문에 대한 다양한 답변을 입력하여 답변 옵션으로 추가할 수 있습니다. 그런 " +"다음 :kbd:`엔터` 를 눌러 해당 답변 옵션을 잠근 후 즉시 다른 옵션을 추가합니다. 또는 클릭하기만 하면 해당 답변 옵션을 잠글 수" +" 있습니다." + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" +"제시된 답변을 정답으로 표시하려면 해당 질문에 대한 :guilabel:`정답` 열 아래에 있는 확인란을 선택합니다. " +":guilabel:`질문 유형` 으로 :guilabel:`선다형: 복수 답변 허용` 을 설정한 경우, :guilabel:`선택` 열에 " +"있는 여러 개의 답변을 :guilabel:`정답` 으로 표시할 수 있습니다." + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" +":guilabel:`점수` 열에서 특정 답변을 입력한 참가자에게 지급할 보상 포인트 (지급할 경우)를 지정합니다. " +":guilabel:`점수` 에 음수를 입력하여 오답의 경우 점수를 차감할 수 있습니다." + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" +"예외적인 상황으로는 :guilabel:`매트리스` 옵션이 :guilabel:`질문 유형` 으로 선택된 경우가 있습니다. 이 항목을 " +"선택하면 :guilabel:`답` 탭은 그대로 유지되지만 일반적인 :guilabel:`Choices` 섹션 아래에는 " +":guilabel:`Rows` 섹션이 있습니다. :guilabel:`Matrix` 옵션이 참가자가 작성할 답안표를 제공하기 때문입니다." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "설문 채점" @@ -12371,562 +13133,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "웹사이트의 이러닝 쪽에서 배지가 표시되는 방법을 보여주는 예시입니다." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "질문 만들기" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" -"다만 Odoo *설문조사* 애플리케이션에는 설문조사 문항을 만들 수 있는 위치는 단 한 곳 뿐입니다. 문항을 만드려면 " -":menuselection:`설문조사 앱 --> 새로 만들기` 로 이동하거나 :guilabel:`설문조사` 페이지 " -"(:menuselection:`설문조사 앱 --> 설문조사`).에서 기존 설문조사를 선택하여 설문조사 양식으로 이동합니다." - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" -"환경 설정을 원하는 대로 모두 완료했으면 :guilabel:`저장 후 닫기` 를 클릭하여 질문을 저장하고 설문조사 양식으로 돌아가거나 " -":guilabel:`저장 후 새로 만들기` 를 클릭하여 질문을 저장하고 :guilabel:`섹션 및 질문 만들기` 팝업 창에서 새 질문을" -" 즉시 생성합니다. " - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "다음의 :guilabel:`질문 유형` 중에서 선택하세요." - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" -":guilabel:`질문 유형` 을 선택하면, 세 가지 탭으로 질문에 대한 정보를 사용자 지정할 수 있습니다. 여기에는 " -":guilabel:`답변` 탭 (선택한 :guilabel:`질문 유형` 에 적용 가능한 경우), :guilabel:`설명` 탭 및 " -":guilabel:`옵션` 탭이 있습니다." - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" -"여기에서 :guilabel:`줄 추가` 를 클릭하고 해당 질문에 대한 다양한 답변을 입력하여 답변 옵션으로 추가할 수 있습니다. 그런 " -"다음 :kbd:`엔터` 를 눌러 해당 답변 옵션을 잠근 후 즉시 다른 옵션을 추가합니다. 또는 클릭하기만 하면 해당 답변 옵션을 잠글 수" -" 있습니다." - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" -"예외적인 상황으로는 :guilabel:`매트리스` 옵션이 :guilabel:`질문 유형` 으로 선택된 경우가 있습니다. 이 항목을 " -"선택하면 :guilabel:`답` 탭은 그대로 유지되지만 일반적인 :guilabel:`Choices` 섹션 아래에는 " -":guilabel:`Rows` 섹션이 있습니다. :guilabel:`Matrix` 옵션이 참가자가 작성할 답안표를 제공하기 때문입니다." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/ko/LC_MESSAGES/productivity.po b/locale/ko/LC_MESSAGES/productivity.po index ae92f06b6..c64616c3b 100644 --- a/locale/ko/LC_MESSAGES/productivity.po +++ b/locale/ko/LC_MESSAGES/productivity.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -730,6 +730,9 @@ msgid "" " client secret, as this allows Odoo to authenticate itself, requiring no " "interaction from the user's side. *Certificates* are optional." msgstr "" +"Microsoft *Outlook 캘린더* 의 동기화를 완료하기 위한 두 번째 자격 증명으로 *클라이언트 비밀번호* 가 필요합니다. " +"사용자는 **반드시** 클라이언트 비밀번호를 추가해야 하며, 이를 통해 사용자 측의 개입 없이 Odoo에서 직접 인증할 수 있습니다. " +"*인증서* 는 선택 사항입니다." #: ../../content/applications/productivity/calendar/outlook.rst:91 msgid "" @@ -1204,7 +1207,7 @@ msgstr "" msgid "Chatter" msgstr "대화 메시지" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1216,17 +1219,17 @@ msgstr "" "되었습니다. 메시지창에 있는 *작성창* 은 데이터베이스 안에 있는 거의 모든 레코드에 위치하고 있으며 이를 통해 내부 사용자 및 외부 " "연락처 모두와 소통할 수 있습니다." -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1236,22 +1239,22 @@ msgstr "" "*메시지창 스레드* 는 데이터베이스에 있는 대부분의 페이지에서 확인할 수 있으며 레코드에 대한 업데이트 및 편집 내용을 기록하는 역할을 " "합니다. 변경 사항이 있을 경우 메시지창 스레드에 메모가 기록됩니다. 메모에는 변경 사항의 세부 내용과 타임스탬프가 함께 기록됩니다." -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1259,7 +1262,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1270,25 +1273,27 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "팔로워 추가" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " "settings `. Followers can add themselves, or can " "be added by another user." msgstr "" +"*팔로워* 는 레코드에 추가되는 사용자 혹은 연락처로, 레코드를 업데이트할 때 :ref:`팔로워 구독 설정 ` 에 따라 알림을 받게 됩니다. 팔로워는 본인을 추가할 수 있으며 다른 사용자가 추가할 수 있습니다." -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1296,92 +1301,90 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -"팔로어가 받게 되는 업데이트는 구독 설정에 따라 달라질 수 있습니다. 팔로어가 구독 중인 업데이트 유형을 확인하고 목록을 편집하려면 " -":guilabel:`👤 (사용자)` 아이콘을 클릭합니다. 목록에서 팔로어를 찾은 다음 :guilabel:`✏️ (연필)` 아이콘을 " -"클릭합니다. 그러면 팔로어에 대한 :guilabel:`구독 수정` 팝업 창이 열립니다." -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " "the ticket is rated. This option would not be available for the followers of" " a *CRM* opportunity." msgstr "" +"사용할 수 있는 구독 설정 목록은 레코드 유형에 따라 다릅니다. 예를 들어 *헬프데스크* 티켓 팔로워는 티켓에 평점이 부여되면 알림을 " +"받을 수 있습니다. 이 항목은 *CRM* 영업기회 팔로워에게는 적용되지 않습니다." -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1392,7 +1395,7 @@ msgstr "" "영업 --> 내 파이프라인` 으로 이동한 후 영업기회의 칸반 카드를 클릭하여 엽니다. 그런 다음 오른쪽 상단, 메시지창의 작성창 위에 " "있는 :guilabel:`메모 로그` 를 클릭합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1402,7 +1405,7 @@ msgstr "" "메시지창의 작성창에 메모를 입력합니다. 내부 사용자를 태그하려면 '@'를 입력한 후 태그할 사람의 이름을 입력합니다. 그런 다음 드롭다운" " 메뉴에서 이름을 선택합니다. 알림 설정에 따라 사용자에게 이메일이나 Odoo를 통해 알림이 전송됩니다." -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1414,7 +1417,7 @@ msgstr "" "메모에 직접 추가되어 있는 첨부 파일도 같이 수신합니다. 이메일에 답신을 할 경우 답신 내용이 메시지창에 기록되고 레코드에 팔로어로 " "추가됩니다." -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1422,19 +1425,21 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " "communicate with potential customers in the *Sales* and *CRM* applications, " "or vendors in the *Purchase* app." msgstr "" +"메시지창에 있는 작성창은 데이터베이스에서 벗어나거나 다른 애플리케이션을 열지 않고도 외부 연락처로 메시지를 보낼 수 있습니다. 이를 통해" +" *판매* 및 *CRM* 애플리케이션의 잠재 고객 또는 *매입* 앱의 공급업체와 쉽게 커뮤니케이션을 할 수 있습니다." -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1446,19 +1451,19 @@ msgstr "" "--> 영업 --> 내 파이프라인` 으로 이동한 다음 영업기회 칸반 카드를 클릭하여 엽니다. 그런 다음 오른쪽 상단의 메시지창의 작성창 " "위에 있는 :guilabel:`메시지 보내기` 를 클릭합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1472,159 +1477,157 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " "recipients. The :guilabel:`Subject` field auto-populates based on the title " "of the record, though it can be edited, if desired." msgstr "" +"이렇게 하면 :guilabel:`이메일 작성` 팝업 창이 열립니다. 메시지에서 대상으로 하는 :guilabel:`수신자` 를 확인 또는 " +"편집하거나 다른 수신자를 추가합니다. :guilabel:`제목` 필드는 레코드 제목에 따라 자동으로 입력되지만 원하는 경우 편집할 수 " +"있습니다." -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "메시지 검색" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" -"먼저 메시지창 스레드가 있는 레코드를 선택합니다. 예를 들어 *CRM* 영업기회를 검색하려면 :menuselection:`CRM 앱 " -"--> 영업 --> 내 파이프라인` 으로 이동한 다음 영업기회 칸반 카드를 클릭하여 엽니다. 그런 다음 오른쪽 상단, 메시지창 대화창 " -"위의 :guilabel:`🔍 (돋보기)` 아이콘을 클릭하여 검색창을 엽니다." - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." -msgstr "" -"검색창에 키워드나 문구를 입력한 후 :command:`엔터` 를 누르거나 검색창 오른쪽에 있는 :guilabel:`🔍 (돋보기)` " -"아이콘을 클릭합니다. 입력한 키워드나 문구가 포함된 모든 메시지나 메모가 키워드가 강조 표시된 상태로 검색창 아래에 나타납니다." #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "활동 예약하기" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " @@ -1633,7 +1636,7 @@ msgstr "" "*활동* 은 Odoo 데이터베이스의 레코드에 연결된 후속 작업을 말합니다. 활동은 애플리케이션의 메시지창 스레드, 칸반 보기, 목록 보기" " 또는 활동 보기 등 데이터베이스에 있는 어느 페이지에서나 예약할 수 있습니다." -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1643,7 +1646,7 @@ msgstr "" "메시지창 스레드를 통해 활동을 예약하려면 레코드에서 메시지창 위에 있는 :guilabel:`활동` 버튼을 클릭합니다. " ":guilabel:`활동 스케줄` 팝업 창이 나타나면 드롭다운 메뉴에서 :guilabel:`활동 유형` 을 선택합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1653,26 +1656,26 @@ msgstr "" "각각의 애플리케이션에는 해당 애플리케이션 전용 *활동 유형* 목록이 있습니다. 예를 들어 *CRM* 애플리케이션에 사용할 수 있는 활동을" " 확인하고 편집하려면 :menuselection:`CRM 앱 --> 환경 설정 --> 활동 유형` 으로 이동합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr ":guilabel:`활동 스케줄` 팝업창에 있는 :guilabel:`요약` 필드에 활동 제목을 입력합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1683,17 +1686,17 @@ msgstr "" "있는 설정에 따라 자동으로 입력됩니다. 다만 이 날짜는 변경할 수 있으며 달력에 있는 :guilabel:`마감일` 필드에서 날짜를 " "선택하면 됩니다." -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "마지막으로 다음 버튼 중에서 하나를 클릭합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr ":guilabel:`스케줄`: :guilabel:`계획된 활동` 아래에 있는 메시지창에 활동을 추가합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " @@ -1702,34 +1705,34 @@ msgstr "" ":guilabel:`완료로 표시`: 활동 세부 정보를 :guilabel:`오늘` 아래에 있는 메시지창에 추가합니다. 활동은 예약되지 " "않으며 자동으로 완료 표시됩니다." -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" ":guilabel:`완료 및 다음 예약`: :guilabel:`오늘` 아래에 완료로 표시된 작업을 추가하고 새로 활동 창을 엽니다." -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr ":guilabel:`삭제`: 팝업창에서 변경한 내용을 모두 삭제합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1739,17 +1742,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1761,7 +1764,7 @@ msgstr "" "입력할 수 있는 :guilabel:`완료 표시` 팝업 창이 열립니다. 팝업 창에 설명을 추가한 후 :guilabel:`완료 후 다음 " "스케줄`, :guilabel:`완료` 또는 :guilabel:`삭제` 를 클릭합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1773,34 +1776,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "파일 첨부" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -"파일이 메시지창 스레드에 추가되면 스레드에 액세스할 수 있는 사용자는 모두 파일을 다운로드할 수 있습니다. 필요한 경우 " -":guilabel:`📎 (종이 클립)` 아이콘을 클릭하면 파일 헤더가 표시됩니다. 그런 다음 파일의 다운로드 아이콘을 클릭하여 " -"다운로드합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1808,30 +1808,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -"메시지창 기록에 하나 이상 파일을 추가하면 :guilabel:`파일 첨부` 라는 새 버튼이 :guilabel:`파일` 제목 아래에 " -"나타납니다. 추가로 파일을 첨부하려면 채팅 스레드 상단에 있는 :guilabel:`📎 (종이클립)` 아이콘 대신 **반드시** 이 버튼을" -" 사용해야 합니다." -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1839,51 +1835,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "연동" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "왓츠앱" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1895,7 +1891,7 @@ msgstr "" ":guilabel:`WhatsApp` 버튼이 추가됩니다. 해당 모델에 대해 승인된 *WhatsApp* 템플릿이 하나 이상 있는 경우에 이" " 버튼을 클릭하면 :guilabel:`WhatsApp 메시지 보내기` 팝업 창이 열립니다." -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1906,61 +1902,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -2078,6 +2074,9 @@ msgid "" ":guilabel:`Auth Token`. Finally, click :guilabel:`Save` to apply these " "changes." msgstr "" +"Odoo 데이터베이스를 열고 :menuselection:`설정 --> 일반 설정 --> 메일 및 채팅` 으로 이동합니다. " +":guilabel:`Twilio ICE 서버 사용` 옆의 확인란을 선택하고 Twilio 계정의 :guilabel:`계정 SID` 및 " +":guilabel:`인증 토큰` 을 입력합니다. 마지막으로 :guilabel:`저장` 을 클릭하여 변경 사항을 적용합니다." #: ../../content/applications/productivity/discuss/ice_servers.rst-1 msgid "Enable the \"Use Twilio ICE servers\" option in Odoo General Settings." @@ -3060,6 +3059,8 @@ msgid "" "containing text, images, links to other articles, records from other models," " templates, etc." msgstr "" +"콘텐츠를 수집하는 페이지를 *기사 (게시글)* 라고 합니다. 기본적으로 제목과 본문으로 구성됩니다. 후자는 텍스트, 이미지, 다른 기사에" +" 대한 링크, 다른 모델의 기록, 템플릿 등을 포함하는 HTML 필드입니다." #: ../../content/applications/productivity/knowledge.rst:17 msgid "`Knowledge product page `_" @@ -3199,6 +3200,8 @@ msgid "" "over the picture to make the buttons appear, click :guilabel:`Change Cover`," " and select another image." msgstr "" +"데이터베이스와 Unsplash 계정이 연결되어 있으면 기사 제목을 기준으로 표지 사진이 자동으로 선택됩니다. 수정하려면 사진 위에 " +"마우스를 가져가서 버튼이 나타나도록 하고 :guilabel:`표지 변경` 을 클릭한 다음 다른 이미지를 선택합니다." #: ../../content/applications/productivity/knowledge/articles_editing.rst:69 msgid "Retrieve images from different sources:" @@ -3686,6 +3689,9 @@ msgid "" "rights) ` and enter the :guilabel:`Recipients`' name " "or email." msgstr "" +"특정 사용자 (파트너나 고객 등 내외부)와 게시글을 공유하려면 :guilabel:`초대` 를 클릭합니다. 그러면 " +":guilabel:`권한` :ref:`(즉, 액세스 권한) ` 을 선택하고 " +":guilabel:`수신자`' 이름이나 이메일을 입력할 수 있는 팝업 창이 열립니다." #: ../../content/applications/productivity/knowledge/management.rst:47 msgid "" @@ -3792,6 +3798,9 @@ msgid "" "of articles. Marking articles as **favorites** is user-specific and does not" " affect other users." msgstr "" +":guilabel:`즐겨찾기`: 액세스할 수 있는 모든 게시글을 즐겨찾기로 설정할 수 있습니다. 설정하려면 게시글 오른쪽 상단 메뉴에 " +"있는 별 모양 아이콘 (:guilabel:`★`)을 클릭합니다. 게시글을 **즐겨찾기** 로 표시하는 것은 사용자별로 다르며 다른 " +"사용자에게는 영향이 없습니다." #: ../../content/applications/productivity/knowledge/management.rst:107 msgid "" @@ -3976,6 +3985,9 @@ msgid "" "Record(s)`, or filter the results by clicking :guilabel:`+ Add Filter` and " "show the records by clicking :guilabel:`## Record(s)`." msgstr "" +"설정하려면 :guilabel:`모델` 필드에서 :guilabel:`모델 검색` 을 클릭하여 모델을 선택합니다. :guilabel:`## " +"레코드` 를 클릭하여 모든 기록을 일치시키거나 :guilabel:`+ 필터 추가` 를 클릭하여 결과에 필터를 적용한 후 " +":guilabel:`## 레코드` 를 클릭하여 레코드를 표시합니다." #: ../../content/applications/productivity/knowledge/properties.rst:82 msgid ":guilabel:`Many2many`" @@ -4096,6 +4108,8 @@ msgid "" "app provides a simple electronic signature, some supporting evidence is " "automatically collected during the signature process, such as:" msgstr "" +"전자 서명이 유효한 서명으로 자동 인식되지 않을 수 있습니다. 서명의 유효성을 입증하는 증빙 자료를 제출해야 할 수도 있습니다. 전자 " +"서명 앱을 사용하면 간단하게 전자 서명을 할 수 있으며 서명 과정에서 다음과 같은 일부 증빙 자료가자동으로 수집됩니다." #: ../../content/applications/productivity/sign.rst:47 msgid "Email and SMS validation (if enabled)" @@ -8151,6 +8165,8 @@ msgid "" " or quarter). The data is taken from posted journal items under :ref:`income" " and expense accounts `." msgstr "" +":guilabel:`실제` 열 아래에 있는 셀에는 해당 기간 (월 또는 분기) 동안 벌어들인 금액과 지출한 금액이 자동으로 입력됩니다. " +"데이터는 :ref:`수입 및 지출 계정 ` 아래에 게시된 전표 항목에서 가져옵니다." #: ../../content/applications/productivity/spreadsheet/templates.rst:40 msgid "" @@ -8373,6 +8389,8 @@ msgid "" ":guilabel:`Add a To-Do`, or by clicking the clock button and then " ":guilabel:`Add a To-Do`." msgstr "" +"Odoo 어디에서나 새로운 할 일을 즉시 만들 수 있으며, 키보드 단축키 'ctrl+k'를 사용하여 **명령 팔레트 도구** 에서 " +":guilabel:`할 일 추가` 를 클릭하거나 시계 버튼을 누른 다음 :guilabel:`할 일 추가` 를 선택하면 됩니다." #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" @@ -8528,9 +8546,9 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 @@ -8656,6 +8674,8 @@ msgid "" "customers call a business, and all of the agents are busy, the call queue " "lines up the callers in sequential order, based on the time they called in." msgstr "" +"통화 대기열은 수신 통화를 체계화하여 라우팅하는 시스템입니다. 고객이 사업체에 전화를 걸었을 때 모든 상담원이 통화 중인 경우 통화 " +"대기열은 전화가 걸려 온 시간을 기준으로 하여 발신자를 순차적으로 정렬합니다." #: ../../content/applications/productivity/voip/axivox/call_queues.rst:9 msgid "" @@ -8693,6 +8713,9 @@ msgid "" "Next, click :guilabel:`Add a queue`. Doing so reveals a blank :guilabel:`New" " queue` form with various fields to fill out." msgstr "" +"Axivox에 통화 대기열을 추가하려면 `Axivox 관리 콘솔 `_ 로 이동합니다. " +"왼쪽 메뉴에서 :guilabel:`대기열` 을 클릭합니다. 다음으로 :guilabel:`대기열 추가` 를 클릭합니다. 이렇게 하면 다양한" +" 필드를 입력하도록 빈 :guilabel:`새 대기열` 양식이 나타납니다." #: ../../content/applications/productivity/voip/axivox/call_queues.rst:30 #: ../../content/applications/productivity/whatsapp.rst:273 @@ -8775,6 +8798,8 @@ msgid "" "longest time a customer waits in the queue before going to a voicemail, or " "wherever else they are directed to in a dial plan. Enter a time in seconds." msgstr "" +":guilabel:`최대 대기 시간 (초)` 필드에서 고객이 음성 메일로 이동하거나 다이얼 플랜의 다른 곳으로 안내되기 전에 대기열에서 " +"기다리게 될 최대 시간을 지정합니다. 시간은 초 단위로 입력합니다." #: ../../content/applications/productivity/voip/axivox/call_queues.rst:65 msgid "Maximum duration of ringing at an agent" @@ -8787,6 +8812,8 @@ msgid "" "another agent, or moving to the next step in the dial plan. Enter a time in " "seconds." msgstr "" +":guilabel:`상담원 벨소리 최대 지속 시간` 필드에서 다른 상담원으로 교체하거나 다이얼을 다음 단계로 이동하기 전에 개별 " +"상담원에게 연결하게 할 최대 시간을 결정합니다. 초 단위로 시간을 입력합니다." #: ../../content/applications/productivity/voip/axivox/call_queues.rst:72 msgid "For more information on dial plans, visit:" @@ -9157,6 +9184,9 @@ msgid "" ":guilabel:`Refresh` button at the top of the :guilabel:`Connected agents` " "column." msgstr "" +"통화 대기열에서 동적 상담원을 직접 로그아웃하려면 `Axivox 관리 콘솔 `_ 로 " +"이동하여 왼쪽 열에 있는 :guilabel:`대기열` 을 클릭합니다. 그런 다음 :guilabel:`연결된 상담원` 열 상단에 있는 " +"초록색 :guilabel:`새로 고침` 버튼을 클릭합니다." #: ../../content/applications/productivity/voip/axivox/call_queues.rst:243 msgid "" @@ -9506,6 +9536,8 @@ msgid "" " by the called number`. This option replaces the caller's ID with the " ":guilabel:`Incoming number`." msgstr "" +"첫 번째는 :guilabel:`자유 텍스트` 필드로, 발신자 ID 대신 어떤 텍스트라도 입력할 수 있습니다. 두 번째 항목은 " +":guilabel:`발신자 ID를 번호번호 대체` 입니다. 이를 통해 발신자 ID를 :guilabel:`수신 번호` 로 대체합니다." #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:74 msgid "" @@ -9904,6 +9936,8 @@ msgid "" "where they can be helped, either with a real person or voicemail, this " "reduces wasted time and hangups." msgstr "" +":guilabel:`시간 조건` 요소는 휴일, 주말 및 근무 시간을 설정할 때 특히 유용합니다. 발신자가 실제 사람이나 음성 메일을 통해" +" 도움을 받을 수 있는 대상에게 연결되면 시간 낭비과 전화 끊김 현상을 줄일 수 있습니다." #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst-1 msgid "" @@ -10060,6 +10094,10 @@ msgid "" ":guilabel:`Switches` dashboard, configure a :guilabel:`Name` for it, and " "click :guilabel:`Save`." msgstr "" +"좌측 메뉴에 있는 :guilabel:`스위치` 로 이동하여 `Axivox 관리 콘솔 " +"`_에서 :guilabel:`스위치` 를 설정할 수 있습니다. 새 스위치를 생성하려면 " +":guilabel:`스위치` 현황판에서 :guilabel:`스위치 추가` 를 클릭하고 :guilabel:`이름` 을 설정한 후 " +":guilabel:`저장` 을 클릭합니다." #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:344 msgid "" @@ -10097,6 +10135,9 @@ msgid "" "in the left menu. Then, click :guilabel:`Visual Editor` next to the desired " "dial plan to open the :guilabel:`Dialplan Editor` pop-up window." msgstr "" +"다이얼 플랜에 :guilabel:`스위치` 를 추가하려면 `Axivox 관리 콘솔 `_ " +"로 이동하여 왼쪽 메뉴에 있는 :guilabel:`다이얼 플랜` 을 클릭합니다. 그런 다음 원하는 다이얼 플랜 옆에 있는 " +":guilabel:`비주얼 편집기` 를 클릭하여 :guilabel:`다이얼 플랜 편집기` 팝업 창을 엽니다." #: ../../content/applications/productivity/voip/axivox/dial_plan_advanced.rst:365 msgid "" @@ -11128,6 +11169,8 @@ msgid "" "to be able to log in from *any* phone or desk in the office, they would make" " the selection for :guilabel:`This user must log-in to call`." msgstr "" +"실제 VoIP 전화를 책상에 두고 사용하는 회사에서 직원이 사무실에 있는 *모든* 전화나 책상에서 로그인할 수 있게 하려면 경우 " +":guilabel:`이 사용자는 반드시 로그인해야 통화할 수 있습니다` 를 선택합니다. ." #: ../../content/applications/productivity/voip/axivox/manage_users.rst:133 msgid "" @@ -11222,6 +11265,8 @@ msgid "" "number, to the original user's account. That way, these added numbers ring " "when a call is received." msgstr "" +"또한 :guilabel:`팔로우하기` 옵션을 선택한 경우 :guilabel:`대상 추가` 버튼을 선택하여 사용자 또는 대상 전화번호를 " +"원래 사용자의 계정에 추가할 수 있습니다. 이렇게 하면 전화가 수신될 때 추가된 번호로 벨이 울리게 됩니다." #: ../../content/applications/productivity/voip/axivox/manage_users.rst:181 msgid "" @@ -11237,6 +11282,8 @@ msgid "" " the call is forwarded to another user after the first user does not pick up" " the call." msgstr "" +"이 옵션을 선택하면 원래 사용자의 :abbr:`VoIP (Voice over Internet Protocol)` 번호가 울리지 " +"**않습니다**. 벨소리 시간에 시차를 둘 수도 있으므로 첫 번째 사용자가 전화를 받지 않으면 다른 사용자에게 통화가 전달됩니다." #: ../../content/applications/productivity/voip/axivox/manage_users.rst-1 msgid "" @@ -11520,6 +11567,9 @@ msgid "" "enter the correct :guilabel:`Password` for the individual user. There is a " "minimum of 8 characters for a user password." msgstr "" +"Axivox 사용자 포털의 자격 증명에 액세스하려면 :menuselection:`권한` 탭의 상단으로 이동합니다. 그런 다음 " +":guilabel:`사용자 이름` 을 복사한 후 개별 사용자에 대해 :guilabel:`비밀번호` 를 정확히 입력합니다. 사용자 " +"비밀번호는 최소 8자 이상입니다." #: ../../content/applications/productivity/voip/axivox/manage_users.rst:309 msgid "" @@ -11650,6 +11700,9 @@ msgid "" "voicemail with a user, navigate to `manage.axivox.com `_. " "Then, log in with the appropriate administrator credentials." msgstr "" +"Axivox에서 음성 메시지 기능을 활용하려면 Axivox 관리 포털에서 **반드시** 음성 메시지 기능을 실행해야 합니다. 음성 " +"메시지를 사용 시작하려면 `manage.axivox.com `_ 으로 이동합니다. 그런 다음 알맞은 관리자 " +"자격 증명으로 로그인합니다." #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:40 msgid "" @@ -12054,6 +12107,8 @@ msgid "" "administrative portal, navigate to the `manage.axivox.com `_," " and log in." msgstr "" +"Axivox에는 발신자가 전화를 받을 때까지 기다리는 동안 맞춤형 통화 대기음을 추가하도록 선택할 수 있습니다. Axivox 관리 포털에" +" 통화 대기음을 추가하려면 `manage.axivox.com `_ 으로 이동하여 로그인합니다." #: ../../content/applications/productivity/voip/axivox/vm_audio_messages.rst:249 msgid "" @@ -12473,6 +12528,9 @@ msgid "" "contiguous United States. In Alaska or Hawaii, charges for service can be " "higher." msgstr "" +"OnSIP :abbr:`VoIP (Voice over Internet Protocol)` 서비스는 **미국** (US)에서만 사용할 수 " +"있습니다. OnSIP :abbr:`VoIP (Voice over Internet Protocol)` 서비스는 미국 본토 48개 지역에서 " +"널리 제공됩니다. 알래스카나 하와이에서는 서비스 요금이 더 높을 수 있습니다." #: ../../content/applications/productivity/voip/onsip.rst:10 msgid "" @@ -12809,6 +12867,8 @@ msgid "" "icon, would look like this: `+1`. If one were to dial Belgium, the number " "would be prefixed by `+32`, and for Great Britain it would be `+44`." msgstr "" +"미국의 경우 국가 코드와 :guilabel:`+ (더하기)` 아이콘에는 `+1` 이 표시됩니다. 벨기에로 전화를 거는 경우 번호 앞에 " +"'+32'가 붙고, 영국의 경우에는 '+44'가 붙습니다." #: ../../content/applications/productivity/voip/transfer_forward.rst:36 msgid "" @@ -12914,6 +12974,8 @@ msgid "" "has this call show up in their :guilabel:`Next Activities` call queue in the" " Odoo *VoIP* phone widget." msgstr "" +"마지막으로 :guilabel:`배정 대상` 필드를 전화를 걸 사람으로 변경합니다. 마지막 필드 (:guilabel:`배정 대상`)에 " +"설정된 사람에게 Odoo *VoIP* 전화 위젯의 :guilabel:`다음 활동` 통화 대기열에서 이 통화가 표시됩니다." #: ../../content/applications/productivity/voip/transfer_forward.rst:100 msgid "" @@ -13526,6 +13588,9 @@ msgid "" ":guilabel:`Create app`. This action will create the app and prompts the " "*Meta Platform Terms* and *Developer Policies* agreements." msgstr "" +"마지막으로 드롭다운 메뉴를 사용하여 :guilabel:`비즈니스 계정 - 선택 항목` 필드를 메타 비즈니스 계정 프로필로 설정합니다. " +"완료하려면 :guilabel:`앱 만들기` 를 클릭합니다. 이렇게 하면 앱이 생성되고 *메타 플랫폼 약관* 및 *개발자 정책* 동의 " +"문서가 표시됩니다." #: ../../content/applications/productivity/whatsapp.rst:157 msgid "" @@ -13558,6 +13623,9 @@ msgid "" "navigating to ``_, and clicking on the" " app that is being configured." msgstr "" +"이제 앱의 기본 구조가 생성되었으므로 앱에 품목을 추가해야 합니다. 먼저 " +"``_ 로 이동하여 Meta 앱 현황판에 액세스하고 설정 중인 앱을 " +"클릭하는 것부터 시작합니다." #: ../../content/applications/productivity/whatsapp.rst:175 msgid "" diff --git a/locale/ko/LC_MESSAGES/sales.po b/locale/ko/LC_MESSAGES/sales.po index 3b10383b1..76c831520 100644 --- a/locale/ko/LC_MESSAGES/sales.po +++ b/locale/ko/LC_MESSAGES/sales.po @@ -6,18 +6,18 @@ # Translators: # JH CHOI , 2023 # Linkup , 2024 +# Daye Jeong, 2024 # Wil Odoo, 2024 # Sarah Park, 2024 -# Daye Jeong, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Daye Jeong, 2024\n" +"Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -69,7 +69,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -85,7 +86,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -214,6 +215,9 @@ msgid "" " Team` field is populated automatically, based on the salesperson's team " "assignments." msgstr "" +"그런 다음 영업기회를 배정할 :guilabel:`영업 담당자` 및 :guilabel:`영업 팀` 을 선택합니다. 두 가지 모두 필수는 " +"아니지만 :guilabel:`영업 담당자` 를 선택할 경우 영업 담당자의 팀 배정에 따라 :guilabel:`영업 팀` 이 자동으로 " +"입력됩니다." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:74 msgid "" @@ -315,6 +319,8 @@ msgid "" " drop-down menu to choose who is allowed to send messages to this email " "alias:" msgstr "" +":guilabel:`이메일 별칭` 필드에 이메일 별칭 이름을 입력하거나 기존 이름을 수정합니다. :guilabel:`이메일 수신 허용` " +"필드에서 드롭다운 메뉴를 사용하여 이 이메일 별칭으로 메시지를 보낼 수 있는 사람을 선택합니다." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:34 msgid ":guilabel:`Everyone`: messages are accepted from any email address." @@ -1439,6 +1445,9 @@ msgid "" "rewards. Goals are created to target actions within the *CRM* app, and can " "be tracked and rewarded automatically to participating sales teams." msgstr "" +"Odoo의 *CRM* 앱에서 *게임화 도구* 를 통해 사용자 지정할 수 있는 챌린지나 목표 및 보상을 통해 사용자에 대한 평가와 함께 " +"동기를 부여할 수 있는 기회가 될 수 있습니다. *CRM* 앱 내에서 활동을 대상으로 하여 목표가 생성되며, 참여하는 영업 팀을 자동으로" +" 추적하고 보상을 할 수 있습니다." #: ../../content/applications/sales/crm/optimize/gamification.rst:12 msgid "" @@ -1490,6 +1499,8 @@ msgid "" " be issued to more than one user, depending on the time they accomplish the " "goal." msgstr "" +"챌린지를 완료하면 *배지* 를 지급합니다. 완료된 작업 유형에 따라 다양한 배지가 수여될 수 있으며 목표를 달성한 시간에 따라 여러 " +"명에게 지급할 수 있습니다." #: ../../content/applications/sales/crm/optimize/gamification.rst:44 msgid "" @@ -1508,6 +1519,9 @@ msgid "" ":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who" " would you like to reward?` field." msgstr "" +"일부 배지는 챌린지와 무관하게 수여할 수 있습니다. 원하는 배지와 관련된 칸반 카드를 선택한 다음 :guilabel:`수여` 를 " +"클릭합니다. 그러면 :guilabel:`배지 수여` 팝업 창이 열립니다. :guilabel:`누구에게 리워드를 수여할까요?` 필드에서 " +"사용자를 선택합니다." #: ../../content/applications/sales/crm/optimize/gamification.rst:56 msgid "" @@ -1668,7 +1682,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2061,6 +2075,9 @@ msgid "" "click :guilabel:`View My Services`. From the resulting page, select a " "desired package." msgstr "" +"크레딧을 구입하려면 :menuselection:`설정 앱 --> 연락처 섹션` 으로 이동합니다. 그런 다음 :guilabel:`파트너 " +"자동 완성` 기능을 찾아 :guilabel:`크레딧 구매` 를 클릭하거나 :guilabel:`Odoo IAP` 기능을 찾아 " +":guilabel:`내 서비스 보기` 를 클릭합니다. 결과 페이지에서 원하는 패키지를 선택합니다." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 msgid "" @@ -2700,6 +2717,8 @@ msgid "" " to add both a start and end date to the rule. This is usually the beginning" " and ending of the current month, or fiscal quarter." msgstr "" +"각 날짜 필드를 한 번에 하나씩 클릭하고 캘린더 팝오버 창을 사용하여 시작일과 종료일을 규칙에 모두 추가합니다. 이는 일반적으로 현재 월" +" 또는 회계 분기의 시작일과 종료일입니다." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117 @@ -2756,6 +2775,8 @@ msgid "" " of the specific sales team's title to quickly find and select it as a " "parameter." msgstr "" +"마지막으로 세 번째 필드를 클릭하여 팝오버 메뉴에 표시된 전체 목록에서 선택하거나 특정 영업팀 이름에 있는 처음 몇 글자를 입력하여 " +"빠르게 찾아서 매개변수로 선택합니다." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107 msgid "" @@ -2770,6 +2791,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2966,6 +2988,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "파이프라인 분석" @@ -5094,6 +5283,9 @@ msgid "" "leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature " "is activated, the salesperson can still be assigned leads manually." msgstr "" +":guilabel:`영업 담당자` 드롭다운 목록에서 사용자를 선택하여 팀에 추가합니다. 이 영업 담당자에게 영업제안이 자동 배정되지 않게" +" 하려면 :guilabel:`자동 배정 건너뛰기` 확인란을 선택합니다. 이 기능을 활성화하더라도 영업 담당자에게 직접 영업제안을 배정할 " +"수 있습니다." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The Create Sales Team Members pop-up window." @@ -5163,6 +5355,8 @@ msgid "" "quotations, sales orders, and expected revenue, as well as a bar graph of " "new opportunities per week, and an invoicing progress bar." msgstr "" +"각 칸반 카드에는 영업 팀에 작업 중인 영업기회, 견적서, 판매주문서 및 예상 수익에 대한 개요 뿐 아니라, 주별로 새로운 영업기회에 " +"대한 막대 그래프와 청구서 발행 진행률 표시줄도 확인할 수 있습니다." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101 msgid "" @@ -5328,6 +5522,8 @@ msgid "" "*not* merge these records, though assigning the same salesperson, or sales " "team, can prevent duplicated work and miscommunication." msgstr "" +"같은 조직에 속해 있으나 연락 지점이 다른 영업제안/영업기회의 경우에는 요구 사항이 다를 수 있습니다. 이 경우 같은 영업 담당자나 영업" +" 팀을 배정하면 중법 작업 및 커뮤니케이션 오류를 방지할 수 있으나, 이러한 레코드는 병합하지 *않는* 것이 좋습니다." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:88 msgid "Existing duplicates with more than one salesperson" @@ -5376,6 +5572,8 @@ msgid "" "is the contact name. While this lead is most likely from the same " "organization, it is from a different contact, and should **not** be merged." msgstr "" +"세 번째 영업제안은 이메일 도메인은 동일하지만 주소와 연락처 이름이 다릅니다. 이 영업제안은 같은 조직에서 보냈을 가능성이 높지만 다른 " +"연락처에 있으므로 병합해서는 **안 됩니다**." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0 msgid "" @@ -5457,6 +5655,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5467,13 +5703,13 @@ msgstr "영업기회의 성공 확률은 영업기회 양식에 표시되며 CRM msgid "The probability of success displayed on the opportunity form." msgstr "영업기회 양식에 표시되는 성공 확률입니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "영업기회가 다음 단계로 이동하면 영업제안 예측 점수 알고리즘에 따라 성공 확률이 자동으로 높아집니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " @@ -5482,7 +5718,7 @@ msgstr "" "영업제안 예측 점수는 Odoo *CRM*에서 항상 활성화되어 있습니다. 그러나 성공 확률을 계산하는 데 사용되는 변수는 설정에서 변경할 " "수 있습니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5492,7 +5728,7 @@ msgstr "" "영업제안 예측 점수에 사용되는 변수를 변경하려면 :menuselection:`CRM --> 환경 설정 --> 설정`으로 이동합니다. " ":guilabel:`영업제안 예측 점수`에서 :guilabel:`확률 업데이트` 버튼을 클릭합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5503,49 +5739,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "영업제안 예측 점수 설정에 대한 확률 업데이트 창" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "다음의 변수에서 모든 수치를 활성화할 수 있습니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`지역`: 영업기회가 발생한 지리적 지역" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`국가`: 영업기회가 발생한 지리적 국가" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`전화 품질`: 영업기회에 전화번호가 기재되어 있는지 여부" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr ":guilabel:`이메일 품질`: 영업기회에 이메일 주소가 기재되어 있는지 여부" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr ":guilabel:`출처`: 영업기회의 출처 (예: 검색 엔진, 소셜 미디어)" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`언어`: 영업기회에 지정된 음성 언어" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`태그`: 영업기회에 지정된 태그" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5556,7 +5792,7 @@ msgstr "" "단계' 및 '팀'은 항상 유효한 변수입니다. '단계'는 영업기회가 있는 CRM 파이프라인 단계를 의미합니다. '팀'은 영업기회에 할당된 " "영업팀을 의미합니다. 영업제안 예측 점수에서는 선택한 변수에 관계없이 이 두 가지 변수가 계산에 *항상* 포함됩니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " @@ -5565,21 +5801,21 @@ msgstr "" "다음으로, :guilabel:`다음 날짜에 생성된 영업제안 고려:` 옵션 옆에 있는 날짜 필드를 클릭하여 영업제안 예측 점수 계산이 " "시작될 날짜를 선택합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "마지막으로 :guilabel:`확인`을 클릭하여 변경 사항을 저장합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "수기로 확률 변경하기" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "영업기회 성공 확률은 영업기회 양식에서 수기로 변경할 수 있습니다. 편집하려면 확률 숫자를 클릭합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" @@ -5588,7 +5824,7 @@ msgstr "" "확률을 수기로 변경할 경우 해당 영업기회에 대한 자동 확률 업데이트가 해제됩니다. 영업기회가 파이프라인의 각 단계를 거칠 때 확률이 더 " "이상 자동으로 업데이트되지 않습니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5600,11 +5836,11 @@ msgid "" "form." msgstr "영업기회 양식에서 자동 확률을 다시 활성화하는 데 사용되는 톱니바퀴 아이콘" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "확률에 따라 영업제안 배정하기" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5614,11 +5850,11 @@ msgstr "" "Odoo *CRM*은 지정된 규칙에 따라 영업팀 및 영업 담당자에게 영업제안/영업기회를 배정할 수 있습니다. 영업제안의 성공 확률을 " "기반으로 배정 규칙을 만들어 거래가 성사될 가능성이 높은 영업제안에 대해 우선순위를 지정합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "규칙 기반으로 배정 설정하기" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -5626,7 +5862,7 @@ msgstr "" "*규칙 기반 배정* 기능을 활성화하려면 :menuselection:`CRM --> 환경 설정 --> 설정`으로 이동하여 " ":guilabel:`규칙 기반 배정`을 활성화합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5636,7 +5872,7 @@ msgstr "" "규칙 기반 배정 기능은 :guilabel:`수기` 로 Odoo 사용자가 직접 배정을 실행하거나 :guilabel:`반복적으로` Odoo가" " 선택한 기간에 따라 자동으로 배정을 실행하도록 설정할 수 있습니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5649,7 +5885,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "CRM 설정의 규칙 기반 배정 설정" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5659,11 +5895,11 @@ msgstr "" "규칙 기반 배정이 :guilabel:`반복적으로` 실행되도록 설정된 경우, :guilabel:`규칙 기반 배정` 설정에 있는 원형 화살표" " 아이콘을 사용합니다 (또는 영업팀 구성 페이지의 .:guilabel:`영업제안 배정` 버튼을 사용하여 수동으로 배정 트리거)." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "배정 규칙 설정" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5673,7 +5909,7 @@ msgstr "" "다음으로 각 영업팀 및/또는 영업 담당자에 대한 *배정 규칙*을 설정합니다. 이러한 규칙을 통해 Odoo가 어떤 영업제안을 누구에게 " "배정할지 결정합니다. 시작하려면 :menuselection:`CRM --> 환경 설정 --> 영업팀`으로 이동하여 영업팀을 선택합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5685,7 +5921,7 @@ msgstr "" " 대한 영업제안 배정을 결정할 때 사용할 규칙을 설정할 수 있습니다. 이 회사나 팀과 관련된 모든 내용이 규칙에 포함될 수 있으며 " "얼마든지 규칙을 추가할 수 있습니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -5694,7 +5930,7 @@ msgstr "" "배정 규칙 생성을 :guilabel:`필터 추가`를 클릭하여 시작합니다. 다른 줄을 추가하려면 배정 규칙 오른쪽에 있는 " ":guilabel:`+` 기호를 클릭합니다. 줄을 삭제하려면 :guilabel:`x` 기호를 클릭합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " @@ -5703,7 +5939,7 @@ msgstr "" "영업기회의 성공 확률을 기반으로 배정 규칙을 만들려면 배정 규칙 줄에서 맨 왼쪽 드롭다운 메뉴를 클릭하고 :guilabel:`확률`을 " "선택합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " @@ -5712,14 +5948,14 @@ msgstr "" "가운데 드롭다운 메뉴에서 원하는 수식 기호로 *다음보다 큼*, *다음보다 작음*, *다음보다 크거나 같음* 또는 *다음보다 작거나 같음*" " 기호 중에서 선택합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" "가장 오른쪽 칸에 원하는 확률의 숫자 값을 입력합니다. 마지막으로 :guilabel:`저장`을 클릭하면 변경 사항이 저장됩니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5734,7 +5970,7 @@ msgid "" "percent." msgstr "20% 이상으로 확률이 설정되어 있는 영업팀 도메인" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5744,7 +5980,7 @@ msgstr "" "개별 팀 구성원에 대해 별도로 배정 규칙을 설정할 수도 있습니다. 영업팀 설정 페이지의 :guilabel:`구성원` 탭에서 팀 구성원을 " "클릭한 다음 :guilabel:`도메인` 섹션을 편집합니다. 변경 사항을 저장하려면 :guilabel:`저장`을 클릭합니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5758,7 +5994,7 @@ msgstr "" " 상자를 선택합니다. :guilabel:`자동 배정 건너뛰기`가 활성화된 경우 영업팀이나 영업사원에게 직접 영업제안을 배정할 수 " "있습니다." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5779,6 +6015,8 @@ msgid "" " deal, in addition to more precise criteria that is specific to each " "organization." msgstr "" +"*양질의 영업제안* 이란 판매로 이어질 가능성이 높은 영업제안을 말합니다. 영업 담당자가 거래를 성사시키는 데 도움이 될 만한 가장 " +"일반적인 특징과 일치해야 하며, 각 조직에 적합한 보다 정확한 기준이 있어야 합니다." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10 msgid "" @@ -6177,6 +6415,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "대리점" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "미처리 영업제안 보고서" @@ -6238,6 +6714,8 @@ msgid "" "the lead and reviews the chatter. They see that the email was scheduled to " "be sent two days ago, but Mitchell never marked this activity as done." msgstr "" +"`5 VP Chairs` 영업제안을 클릭하면 영업 관리자가 영업제안 기록을 열고 메시지창 내용을 검토합니다. 이틀 전에 이메일을 전송할 " +"예정이었으나 Mitchell이 이 활동을 완료로 표시하지 않았다는 것을 확인합니다." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1 @@ -6311,6 +6789,8 @@ msgid "" "has past. This can be altered to include activities due to occur on the date" " the report is generated as well." msgstr "" +":ref:`기한이 지난 활동 `: 배정된 영업제안 활동이 기한이 지난 경우만" +" 포함되도록 결과를 제한합니다. 보고서가 생성된 날짜에 진행 예정인 활동을 포함하도록 변경할 수 있습니다." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76 msgid "" @@ -7058,64 +7538,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -8065,6 +8541,7 @@ msgstr " 화면 하단의 :guilabel:`저장`을 클릭하여 변경 사항을 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "결제 방법 구성" @@ -8093,6 +8570,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "결제 단말기로 결제하기" @@ -8690,44 +9168,44 @@ msgstr "" "아마존에서 구매한 일부 특정 모델에는 Odoo 데이터베이스 사용에 필요한 암호화가 없을 수 있으므로 Vantiv 카드 리더기는 " "Vantiv에서 직접 구매해야 합니다." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "결제 방법 구성" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." -msgstr "먼저 POS 앱의 일반 설정으로 이동하여 Vantiv 설정을 활성화합니다." - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 -msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 +msgid "" +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" -":menuselection:`POS --> 설정 --> POS`으로 돌아가서 결제 섹션으로 이동하한 다음 결제 방법에 액세스합니다. " -"Vantiv에 대한 새 결제 방법을 생성하고 Vantiv 결제 단말기 옵션을 선택한 다음 새 Vantiv 자격 증명을 입력합니다." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -"새 Vantiv 자격 증명의 경우 판매자 ID와 비밀번호를 입력한 다음 저장합니다. 결제 방법을 저장하기 전에 새로 생성한 자격 증명이 " -"선택되었는지 확인하십시오." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "결제 단말기로 결제" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." -msgstr "결제 중 PoS 인터페이스에서 Vantiv 결제 방법을 선택하고 거래를 진행합니다." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." +msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -9046,6 +9524,7 @@ msgid "" msgstr "그런 다음 할인 태그를 스캔합니다. 할인이 적용되고 거래를 완료할 수 있습니다." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "할인" @@ -9338,6 +9817,9 @@ msgid "" "--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the" " line with the required information:" msgstr "" +"가격 설정기에서의 환경 설정과 마찬가지로 실제 위치당 하나의 가격표 저장소를 생성해야 합니다. 그렇게 하려면 " +":menuselection:`POS --> 환경 설정 --> 가격 설정기 스토어` 로 이동하여 :guilabel:`새로 만들기` 를 " +"클릭하고 필요한 정보를 입력합니다." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69 msgid ":guilabel:`Store Name`: you can put any name of your liking." @@ -9761,7 +10243,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "여러 가격이 포함된 가격표 양식 설정" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "고급 가격 규칙" @@ -9964,19 +10446,19 @@ msgstr "결제 등록 시 영수증을 자동으로 **인쇄**하려면 :guilabe msgid "POS receipt" msgstr "POS 영수증" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "영수증 재인쇄" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9990,7 +10472,7 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "백엔드의 영수증 인쇄 버튼" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " @@ -9999,11 +10481,11 @@ msgstr "" "검색창을 사용하여 주문 목록을 필터링할 수 있습니다. 참조 번호를 입력하고 :guilabel:`영수증 번호`, :guilabel:`날짜`" " 또는 :guilabel:`고객`을 클릭합니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "청구서" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " @@ -10012,7 +10494,7 @@ msgstr "" "POS를 사용하면 결제 시 :ref:`등록된 고객 `에 대한 청구서를 발행 및 인쇄하고 과거 청구된 모든 " "주문을 검색할 수 있습니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " @@ -10021,7 +10503,7 @@ msgstr "" "POS에서 청구서를 생성하면 이전에 :ref:`설정 `한 " ":ref:`회계 전표 `에 해당 항목이 생성됩니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -10035,44 +10517,44 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "POS 설정의 회계 섹션" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "고객에게 청구서 발행" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "결제를 처리한 후 고객 이름 아래의 :guilabel:`청구서`를 클릭하여 해당 주문에 대한 청구서를 발행합니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" "결제 방법을 선택하고 :guilabel:`승인`을 클릭합니다. 청구서가 자동으로 발행되며 다운로드 및/또는 인쇄할 수 있습니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "청구서를 발행하려면 :ref:`고객 `을 선택해야 합니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "청구서 가져오기" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "**POS 대시보드**에서 청구서를 가져옵니다," -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "POS를 통해 이루어진 모든 주문을 보려면 :menuselection:` POS --> 주문 --> 주문`으로 이동합니다;" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -10082,25 +10564,25 @@ msgstr "주문에 대한 청구서를 확인하려면 주문을 선택하여 ** msgid "invoice smart button from an order form" msgstr "주문 양식의 청구서 스마트 버튼" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" "**청구서가 발행된 주문**은 :guilabel:`상태` 열에서 :guilabel:`청구서 발행` 상태로 확인할 수 있습니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" "청구서가 발행된 주문만 표시되도록 주문 목록을 필터링하려면 :guilabel:`필터` 및 :guilabel:`청구서`를 클릭합니다." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "청구서 생성을 위한 QR 코드" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -10117,7 +10599,7 @@ msgstr "" msgid "order status change" msgstr "주문 상태 변경" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13939,6 +14421,9 @@ msgid "" "deletion/notification settings in eBay by navigating to the `Hi [username]` " "at top right of screen, then :guilabel:`Application Keysets`." msgstr "" +"프로덕션 환경에서 알림을 설정하거나 데이터베이스를 삭제하려면 `eBay 개발자 포털 " +"`_로 이동합니다. 화면 오른쪽 상단의 `Hi [username]` 로 이동한 " +"다음 :guilabel:`애플리케이션 키세트` 에서 eBay 계정 삭제/알림을 설정합니다." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 msgid "" @@ -14007,6 +14492,9 @@ msgid "" ":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " "either the :guilabel:`Individual` or :guilabel:`Business` options." msgstr "" +"관리자에게 :menuselection:`기본 연락처 확인` 메시지가 표시됩니다. 계정 소유자 (eBay API 라이센스 계약에 대한 법적" +" 책임이 있는 사람)를 입력하거나 확인합니다. :guilabel:`이름`, :guilabel:`성`, :guilabel:`이메일`, " +":guilabel:`전화` 를 입력합니다. 그런 다음 :guilabel:`개인` 또는 :guilabel:`사업체` 옵션을 선택합니다." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 msgid "" @@ -14118,6 +14606,12 @@ msgid "" "`_." msgstr "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 msgid "Grant application access" @@ -14408,6 +14902,9 @@ msgid "" "documentation page ` or by contacting an " "integrating partner." msgstr "" +"회사에서 온프레미스를 설정했거나 파트너를 통해 Odoo를 사용하는 경우에는, 관리자는 반드시 :doc:`참고 문서 페이지 " +"` 에 설명된 대로 또는 통합 파트너에게 문의하여 설치를 업데이트해야 " +"합니다." #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 msgid "Update the list of available modules" @@ -14469,6 +14966,9 @@ msgid "" "Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " "Token`." msgstr "" +"엔드포인트 세부 정보는 :menuselection:`판매 --> 환경 설정 --> 설정 --> eBay` 에서 확인할 수 있습니다. 먼저" +" :guilabel:`생산 관리 앱 키` 및 :guilabel:`생산 관리 인증서 키` 에 임의의 텍스트 값을 입력합니다. " +":guilabel:`토큰 생성` 을 클릭하여 :guilabel:`인증 토큰` 을 불러옵니다." #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" @@ -14715,7 +15215,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -15336,16 +15836,70 @@ msgstr "" "열에 처음에 :guilabel:`재청구할 고객`에 경비를 입력한 판매주문서로 채워집니다." #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "경비 재청구" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "이와 같은 단계가 끝나면 판매주문서로 돌아가서 고객에게 경비 재청구를 완료합니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " @@ -15354,7 +15908,7 @@ msgstr "" "진행하려면 :menuselection:`Odoo 기본 현황판 --> 판매 앱`으로 이동하여 비용에 대해 재청구할 판매주문서를 알맞게 " "선택합니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -15369,7 +15923,7 @@ msgid "" "Lines tab." msgstr "주문서 내역 탭에서 설정된 경비와 함께 청구서 발행 준비 완료된 판매주문서" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -15384,7 +15938,7 @@ msgid "" "clicked." msgstr "청구서 만들기를 클릭하면 나타나는 청구서 만들기 팝업창입니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " @@ -15393,7 +15947,7 @@ msgstr "" "이 팝업 창에서 :guilabel:`청구서 만들기`를 기본 :guilabel:`일반 청구서`로 선택하고 :guilabel:`청구서 초안 " "만들기`를 클릭합니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -15406,7 +15960,7 @@ msgid "" "form." msgstr "양식에 있는 청구서 내역 탭에서 비용이 표시되어 있는 고객 청구서 초안" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" @@ -15415,7 +15969,7 @@ msgstr "" "경비 관련 내용이 모두 정확하면 :guilabel:`확인`을 클릭하여 청구서를 확정합니다. 이렇게 하면 청구서 상태가 " ":guilabel:`초안`에서 :guilabel:`발행 완료`로 변경됩니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -15425,7 +15979,7 @@ msgstr "" "고객에게 청구서를 보내려면 :guilabel:`전송 및 인쇄`를 클릭합니다. 그러면 메시지 본문에 미리 설정해놓은 메시지와 PDF " "청구서를 함께 보내도록 :guilabel:`보내기` 팝업 창이 나타납니다. 필요한 경우 메시지를 검토하고 수정할 수 있습니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -15435,7 +15989,7 @@ msgstr "" "준비가 완료되면 :guilabel:`전송 및 인쇄`를 클릭하여 고객에게 청구서를 보냅니다. 클릭하면 팝업창이 사라지고, Odoo는 " "고객에게 메시지/청구서를 보냅니다. 또한 기록 보관 및/또는 인쇄를 할 수 있도록 PDF 청구서가 자동으로 다운로드됩니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -15446,7 +16000,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "결제 등록 버튼을 클릭할 준비가 완료된 고객용 청구서" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -15461,7 +16015,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "Odoo 판매 앱 고객용 청구서에 있는 결제 등록 팝업 창" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -15471,12 +16025,12 @@ msgstr "" ":guilabel:`결제 항목 만들기`를 클릭하면 팝업 창이 사라지고 청구서가 전액 지불되었음을 나타내는 초록색 :guilabel:`결제" " 중` 배너가 청구서 오른쪽 상단에 표시됩니다. 이에 따라 워크플로우가 종료됩니다." -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`시간_자재`" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`마일스톤`" @@ -15601,6 +16155,8 @@ msgid "" "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" +"사용자가 배송된 수량을 확인하지 않고 청구서를 생성할 경우에는 다음과 같은 오류 메시지가 나타납니다: :guilabel:`청구서를 발행할" +" 수 있는 내역이 없습니다. 배송 수량에 대한 청구서 발행 정책이 있는 품목의 경우 해당 수량이 배송되었는지 확인하세요.'" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" @@ -15801,6 +16357,9 @@ msgid "" ":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the " "sales order." msgstr "" +"정리를 할 수 있도록 품목 양식에서 :guilabel:`판매` 탭을 클릭하고 :guilabel:`판매 설명` 필드에 사용자 지정 " +"'마일스톤' 관련 설명을 입력합니다. 이 정보는 판매주문서의 :guilabel:`주문 내역` 탭에 있는 :guilabel:`설명` 열에 " +"나타납니다." #: ../../content/applications/sales/sales/invoicing/milestone.rst:87 msgid "" @@ -16114,6 +16673,9 @@ msgid "" "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" +"이 기능을 활성화하려면 :menuselection:`판매 앱 --> 환경 설정 --> 설정` 으로 이동하여 :guilabel:`견적서 및" +" 주문서` 섹션에서 :guilabel:`견적용 청구서` 옆에 있는 확인란을 클릭합니다. 그런 다음 :guilabel:`저장` 을 클릭하여" +" 모든 변경 사항을 저장합니다." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." @@ -16192,6 +16754,8 @@ msgid "" "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" +"견적용 청구서가 어떻게 보이는지 미리보기를 하려면 :guilabel:`보내기` 를 클릭하기 *전에* 이메일 팝업 창 아래에 있는 PDF를" +" 클릭합니다. 클릭하시면 견적용 청구서가 즉시 다운로드됩니다. 해당 PDF를 열어서 견적용 청구서를 확인 (및 검토)합니다." #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." @@ -17902,6 +18466,9 @@ msgid "" "specific rate, the :guilabel:`Company` to which it is connected, followed by" " the :guilabel:`Unit per...` and :guilabel:`...per Unit`." msgstr "" +"다음으로, :guilabel:`요율` 탭에서 다양하게 전환율을 확인 또는 추가하거나 삭제할 수 있습니다. 각 행에는 특정 요율의 " +":guilabel:`날짜` 및 연결된 :guilabel:`회사` 가 있으며 뒤에 :guilabel:`단위당...` 및 " +":guilabel:`...단위당` 가 표시됩니다." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166 @@ -18235,7 +18802,7 @@ msgstr "" ":menuselection:`판매 앱 --> 품목 --> 가격표`로 이동합니다." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -18798,6 +19365,58 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " @@ -18806,7 +19425,7 @@ msgstr "" "guilabel:`고급 가격 규칙(할인, 공식)` 가격표 기능을 통해 할인 및 수식에 따라 가격 변경 규칙을 설정하도록 선택할 수 " "있습니다. 이와 같은 변경 사항은 품목 목록/카탈로그 가격, 품목 원가 또는 다른 가격 목록에 연계되어 있습니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -18818,7 +19437,7 @@ msgstr "" "설정 --> 설정`)에서 :guilabel:`고급 가격 규칙 (할인, 수식)` 옵션을 활성화한 후 :guilabel:`가격표` 기능을 " "선택한 후 :guilabel:`저장`을 클릭합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -18830,7 +19449,7 @@ msgstr "" ":guilabel:`가격표` 링크 (:guilabel:`설정` 페이지 :guilabel:`가격표` 기능 아래)를 선택하거나 " ":menuselection:`판매 앱 --> 품목 --> 가격표`로 이동합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." @@ -18838,7 +19457,7 @@ msgstr "" ":guilabel:`가격표` 페이지에서 수정하려는 가격표를 선택하거나 :guilabel:`새로 만들기` 버튼을 클릭하여 새 가격표를 " "생성합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -18852,35 +19471,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "가격표 규칙 생성 팝업 양식이 Odoo 판매 앱에서 표시되는 방식" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "가격 계산" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "먼저 이 양식에 있는 세 가지 :guilabel:`계산` 옵션 중에서 하나를 선택합니다:" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr ":guilabel:`고정 가격`: 고정 가격을 기준으로 가격을 계산합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr ":guilabel:`할인`: 할인을 기준으로 가격을 계산합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr ":guilabel:`수식`: 수식을 기준으로 가격을 계산합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "각 :guilabel:`계산` 항목은 양식에 자체적인 특정 계산 필드가 있습니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -18890,7 +19509,7 @@ msgstr "" ":guilabel:`고정 가격`을 선택한 경우에는 아래에 있는 :guilabel:`고정 가격` 필드에 원하는 가격을 입력합니다. " ":guilabel:`할인`를 선택한 경우에는 표시되는 :guilabel:`할인` 필드에 원하는 할인율을 입력합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr ":guilabel:`수식`을 선택하면 여러 가지 설정 옵션이 나타납니다." @@ -18899,7 +19518,7 @@ msgstr ":guilabel:`수식`을 선택하면 여러 가지 설정 옵션이 나타 msgid "The various formula computation options present in Odoo Sales." msgstr "Odoo 판매 앱에는 다양한 수식 계산 옵션이 있습니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -18910,7 +19529,7 @@ msgstr "" ":guilabel:`원가` 또는 :guilabel:`기타 가격표 ` 중에서 선택하는 것부터 시작합니다. 이에 따라 고급 가격 규칙의 수식" " 기준이 결정됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " @@ -18919,7 +19538,7 @@ msgstr "" "다음으로 :guilabel:`할인` 필드에서 할인을 적용할 금액을 결정합니다. 이 필드에 마이너스 할인을 설정하면 마크업이 적용될 수 " "있다는 점에 유의합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -18936,7 +19555,7 @@ msgid "" " Sales." msgstr "Odoo 판매에서 최소 마진이 5달러인 마크업 비용 공식" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -18946,11 +19565,11 @@ msgstr "" "그런 다음, 할인 계산 금액에 더할 (또는 뺄) 고정 금액을 :guilabel:`추가 금액` 필드에 지정합니다. 그 후 " ":guilabel:`반올림 방법` 필드에 원하는 숫자를 입력합니다. 반올림 방법은 필드에 있는 값의 배수가 되도록 가격을 설정합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "반올림은 할인 *후* 및 요금 추가 *전*에 적용됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." @@ -18958,19 +19577,19 @@ msgstr "" "가격이 9.99로 끝나게 하려면, :guilabel:`반올림 방법`을 `10`으로 설정하고 :guilabel:`추가 금액`을 " "`-0.01`로 설정합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "마지막으로 :guilabel:`마진`에 기준 가격에 대한 최소 마진 금액을 지정합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "모든 수식과 관련된 설정이 완료되면 Odoo에서는 환경 설정 항목의 오른쪽에 파란색 블록으로 수식에 대한 예시가 표시됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -18985,47 +19604,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "Odoo 판매에서 9.99로 반올림된 가격에 20% 할인한 예시" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "조건" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr ":guilabel:`가격표 규칙 만들기` 팝업 양식의 하단에는 :guilabel:`조건` 섹션이 있습니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "여기서는 :guilabel:`적용 대상` 중에서 선택하는 것부터 시작합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr ":guilabel:`전체 품목`: 고급 가격표 규칙이 모든 품목에 적용됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr ":guilabel:`품목 카테고리`: 고급 가격표 규칙이 특정 품목 카테고리에 적용됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr ":guilabel:`품목`: 고급 가격표 규칙이 특정 품목에 적용됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr ":guilabel:`품목 세부 옵션`: 고급 가격표 규칙이 특정 품목의 세부 옵션 항목에 적용됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -19036,7 +19655,7 @@ msgstr "" " 특정 :guilabel:`품목 카테고리`, :guilabel:`품목` 또는 :guilabel:'품목 세부 옵션' 중에서 선택해야 " "합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" @@ -19045,7 +19664,7 @@ msgstr "" "그런 다음 :guilabel:`최소 수량`에서 고급 가격표 규칙에 적용할 최소 수량을 선택합니다. 마지막으로, 가격표 항목 유효성 검사에" " 사용할 날짜 범위를 :guilabel:`유효성`에서 선택합니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " @@ -19054,7 +19673,7 @@ msgstr "" "설정을 모두 완료한 후, :guilabel:`저장 및 닫기`를 클릭하면 고급 가격표 규칙이 저장되고 :guilabel:`저장 및 새로 " "만들기`를 클릭하면 새로운 양식에 다른 고급 가격표 규칙이 즉시 생성됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." @@ -19062,11 +19681,11 @@ msgstr "" "특정 품목에 가격 규칙이 설정되어 있으나 이 품목의 카테고리에는 다른 가격 규칙이 설정된 경우, Odoo는 품목 자체에 설정되어 있는 " "규칙이 적용됩니다." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -19541,7 +20160,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "제품 유형" @@ -19996,11 +20615,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -20011,24 +20630,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -20037,7 +20755,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -20045,20 +20763,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -20066,110 +20784,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "Attribute values" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "속성 값은 :guilabel:`속성 값` 탭에 추가되어야 합니다. 필요한 경우 언제든지 속성 값을 추가할 수 있습니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "값을 추가하려면 :guilabel:`속성 값` 탭에서 :guilabel:`줄 추가`를 클릭합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -20179,7 +20810,7 @@ msgstr "" "그런 다음 :guilabel:`값` 열에 값 이름을 입력합니다. 그런 다음, 사용자 지정한 값인 경우 (즉, 고객이 이 특정 값과 " "관련하여 고유 사양을 제공하는 경우) :guilabel:`사용자 지정값임` 열의 확인란을 선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -20194,7 +20825,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "줄 추가를 클릭하면 속성 값 탭에 사용자 정의 열이 표시됩니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -20206,7 +20837,7 @@ msgid "" "attribute form." msgstr "속성 양식에 있는 HTML 색상 팝업 창에서 색상을 선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" @@ -20215,19 +20846,19 @@ msgstr "" "이 팝업 창에서 색상 슬라이더를 특정한 색조로 끌어다 놓은 후, 색상 그라데이션 창에서 직접 색상 부분을 클릭하여 특정 색상을 " "선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "또는 현재 화면에서 클릭할 수 있는 원하는 색상을 *스포이드* 아이콘으로 선택하여 특정한 색상을 선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "품목 서식에서 직접 새 줄을 추가하고 이름을 :guilabel:`세부 옵션` 탭에 입력하여 속성을 생성할 수도 있습니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -20237,7 +20868,7 @@ msgstr "" "품목에 속성이 추가되면 속성의 :guilabel:`관련 제품` 스마트 버튼을 통해 해당 품목이 표시되고 사용할 수 있게 됩니다. 현재 " "해당 속성을 사용하는 데이터베이스의 모든 품목이 버튼에 표시됩니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -20249,7 +20880,7 @@ msgstr "" " --> 품목 --> 품목`으로 이동하여 기존 품목을 선택하여 원하는 품목 양식을 확인합니다. 또는 :guilabel:`만들기`를 " "클릭하여 품목 세부 옵션을 추가할 수 있는 새로운 품목을 생성합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -20259,7 +20890,7 @@ msgstr "품목 양식에서 :guilabel:`속성 \\& 세부 옵션 항목` 탭을 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "Odoo 판매 앱에서 일반적인 품목 양식에 있는 속성 및 값 탭" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," @@ -20268,7 +20899,7 @@ msgstr "" "품목 및 후속 속성 값에 속성을 추가하려면 :guilabel:`속성 \\& 세부 옵션 항목` 탭에서 :guilabel:`줄 추가`를 " "클릭합니다. 그런 다음 드롭다운 메뉴가 나타나면 원하는 속성을 선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -20279,7 +20910,7 @@ msgstr "" "속성의 이름을 입력한 후 미니 드롭다운 메뉴가 나타나면 :guilabel:`만들기` 또는 :guilabel:`만들기 및 편집...`을 " "선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -20290,7 +20921,7 @@ msgstr "" "편집...`을 클릭하면 속성이 생성되고 :guilabel:`속성 만들기` 팝업 양식이 나타납니다. 팝업 양식에서 다양한 방법으로 속성을 " "편집합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " @@ -20299,21 +20930,21 @@ msgstr "" ":guilabel:`속성` 열에서 속성을 선택하여, :guilabel:`값` 열에 있는 드롭다운 메뉴에서 품목에 적용할 특정 속성 값을 " "선택합니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "추가할 수 있는 값의 개수에는 제한이 없습니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "매입, 재고 관리 및 이커머스 애플리케이션을 통해 유사한 품목 세부 옵션을 만들 수 있습니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -20326,19 +20957,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -20350,14 +20981,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -20365,11 +20996,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -20377,13 +21008,16 @@ msgid "" "button indicates how many variants are currently configured for that " "specific product." msgstr "" +":guilabel:`속성 및 세부 옵션` 탭에 구성되어 있는 속성 및 세부 옵션 품목이 있는 경우에는 품목 양식 상단에 " +":guilabel:`세부 옵션` 스마트 버튼이 나타납니다. :guilabel:`세부 옵션` 스마트 버튼은 특정 품목에 대해 현재 구성되어" +" 있는 세부 옵션 수가 표시되어 있습니다." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -20396,57 +21030,59 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" +"빨간색 셔츠의 판매가는 $23입니다. 셔츠의 일반 가격이 $20이고 빨간 색상에 대한 세부 옵션 추가금 $3이 더해지기 때문입니다. " +"품목의 일반 템플릿 또는 세부 옵션 품목에 적용되도록 가격표 규칙을 설정할 수 있습니다." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -21089,7 +21725,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -21238,7 +21874,7 @@ msgstr "" "그런 다음 견적서 금액이 결제 및 확정되면 자동으로 배송주문서가 생성됩니다 (Odoo *재고 관리* 앱이 설치되어 있는 경우)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -21257,7 +21893,7 @@ msgstr "" "매출을 증대시키는 것을 목표로 합니다." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -21294,7 +21930,7 @@ msgstr "" " 그러면 :guilabel:`품목` 열에 빈 필드가 나타납니다." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -21319,7 +21955,7 @@ msgid "" msgstr "품목이 추가되면 기본 :guilabel:`수량`은 `1`이지만 언제든지 수정할 수 있습니다." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -22406,7 +23042,7 @@ msgstr "" "클릭하면 데이터베이스에 있는 기존 품목이 있는 드롭다운 메뉴가 나타납니다. 드롭다운 메뉴에서 원하는 품목을 선택하여 견적서 서식에 " "추가합니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -22416,19 +23052,27 @@ msgstr "" "원하는 품목을 쉽게 찾을 수 없는 경우 :guilabel:`품목` 필드에 원하는 품목 이름을 입력하면 드롭다운 메뉴에 선택 사항이 " "나타납니다. 드롭다운 메뉴에서 :guilabel:`추가 검색...`을 클릭하여 품목을 검색할 수도 있습니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "품목이 견적서 서식에 추가될 경우 기본 :guilabel:`수량`은 `1`이지만 언제든지 수정할 수 있습니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "그런 다음 각 항목 왼쪽에 있는 :guilabel:`6개의 사각형` 아이콘을 통해 품목을 원하는 위치로 끌어다 놓습니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -22440,14 +23084,14 @@ msgstr "" ":guilabel:`섹션 추가`를 클릭합니다. 클릭하면 원하는 섹션 이름을 입력할 수 있는 빈 필드가 나타납니다. 이름을 입력한 후 " "클릭하여 섹션 이름을 확정합니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" "그런 다음 각 항목 왼쪽에 있는 :guilabel:`6개의 사각형` 아이콘을 통해 섹션 이름을 원하는 위치로 끌어다 놓습니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -22457,13 +23101,13 @@ msgstr "" "견적서에 고객을 위한 텍스트로 표시될 메모를 추가하려면, :guilabel:`내역` 탭에서 :guilabel:`메모 추가`를 클릭합니다." " 클릭하면 원하는 메모를 입력할 수 있는 빈 필드가 나타납니다. 메모를 입력한 후 외부 영역을 클릭하 메모를 저장합니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "그런 다음 :guilabel:`6개의 사각형` 아이콘을 통해 메모을 원하는 위치로 끌어다 놓습니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " @@ -22472,11 +23116,11 @@ msgstr "" ":guilabel:`내역` 탭 (품목, 섹션 및/또는 메모)에서 내역에 있는 항목을 삭제하려면 내역 맨 오른쪽에 있는 " ":guilabel:`🗑️ (휴지통)` 아이콘을 클릭합니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "선택 품목 탭" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -22486,7 +23130,7 @@ msgstr "" "*선택 품목*을 사용하는 것은 주력 품목과 함께 다른 제품들을 교차 판매하는 마케팅 전략입니다. 고객과 관련이 있는 유용한 품목을 " "제안하여 매출을 증대시키는 것을 목표로 합니다." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -22497,7 +23141,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -22508,63 +23152,63 @@ msgstr "" "경우 :guilabel:`행 추가`에 입력합니다. 여기에서 추가된 품목은 잠재 고객이 원래 구매하려던 품목에 이상적으로 부가 가치를 더할" " 수 있도록 합니다. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "견적서 서식 사용하기" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -22574,7 +23218,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -22585,7 +23229,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -22593,18 +23237,20 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " "returns to the quotation form in the back-end of the *Sales* application." msgstr "" +"견적서 템플릿 디자인 상단에 있는 파란색 배너의 링크를 통해서 :guilabel:`편집 모드로 돌아가기` 로 빠르게 돌아갈 수 있습니다." +" 링크를 클릭하면 Odoo는 *판매* 애플리케이션 백엔드의 견적서 양식으로 돌아갑니다." #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" @@ -22751,6 +23397,10 @@ msgid "" "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" +"온라인 확인을 하려면 선결제를 해야 하는 경우, 고객은 :ref:`토큰화 기능 " +"` 을 지원하는 :ref:`결제대행업체 " +"` 만 선택할 수 있습니다. 이렇게 하면 새로운 기간마다 고객에게 " +"자동으로 요금이 청구됩니다." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" @@ -23500,6 +24150,9 @@ msgid "" " that is automatically sent to the customer after the quotation is " "confirmed. Leave this field blank to send nothing." msgstr "" +":guilabel:`확인 메일`: 견적서 확정된 후 고객에게 자동으로 전송될 확인 이메일용 :doc:`이메일 서식 " +"` 을 선택합니다. 필드를 비워둘 경우 전송이 되지" +" 않습니다." #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" @@ -23652,6 +24305,8 @@ msgid "" "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" +"Odoo *판매* 앱과 긴밀하게 통합된 *구독* 앱을 통해 사용자는 일반 판매용 품목과 함께 구독 제품을 판매할 수 있습니다. 일반 " +"품목의 경우 일회성으로 판매되는 반면, 구독 제품은 갱신형으로 판매되어 반복적으로 수익을 창출합니다." #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." @@ -24331,6 +24986,8 @@ msgid "" "the filter drop-down menu (accessible via the :guilabel:`▼ (downward facing " "arrow)` icon to the right of the search bar)." msgstr "" +"피벗 데이터 표는 :guilabel:`측정` 드롭다운 메뉴 혹은 필터 드롭다운 메뉴에 있는 필터 중에서 선택하여 사용자 지정할 수 " +"있습니다 (검색창 오른쪽에 있는 :guilabel:`▼ (아래쪽 화살표)` 아이콘을 통해 액세스 가능)." #: ../../content/applications/sales/subscriptions/reports.rst:144 msgid "" @@ -24917,6 +25574,9 @@ msgid "" ":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the " "checkbox is green with a check mark, the scheduled action is active." msgstr "" +"예약한 활동이 활성화 상태인지 확인하려면 :guilabel:`예약된 활동` 현황판에 있는 해당 행에서 :guilabel:`활성화` 열 " +"아래쪽에 있는 확인란에 표시가 되어 있는지 확인합니다. 확인란에 초록색으로 확인 표시가 되어 있으면 예약된 작업이 활성화되어 있는 " +"것입니다." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50 msgid "" diff --git a/locale/ko/LC_MESSAGES/services.po b/locale/ko/LC_MESSAGES/services.po index abafb8b33..0d015059c 100644 --- a/locale/ko/LC_MESSAGES/services.po +++ b/locale/ko/LC_MESSAGES/services.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -260,6 +260,90 @@ msgstr "" msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk" msgstr "Odoo 헬프데스크앱의 상담 내역에서 출동 계획하기" +#: ../../content/applications/services/field_service/planning_itinerary.rst:3 +msgid "Planning an itinerary" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:5 +msgid "" +"By default, **Odoo Field Service** shows a static map where all task " +"locations for the day are pinned. To make it more useful for the field " +"service workers, it is possible to display an itinerary on the map using " +"MapBox. To do so, enable the **Map Routes** feature as follows:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:9 +msgid "" +"Create or sign in to a MapBox account using the following link: " +"``_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:10 +msgid "" +"`Create a token `_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:11 +msgid "" +"Go to the `Access tokens page on Mapbox `_ and copy your token." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:13 +msgid "" +"In Odoo, go to the :guilabel:`Settings` app and scroll down to the " +":guilabel:`Integrations` section. Paste your Mapbox access token in the " +":guilabel:`Token` field under :guilabel:`Map Routes`, and click " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:18 +msgid "Displaying your itinerary on a map" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:21 +msgid "For a field service task to be featured on the map, it needs:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:23 +msgid "a :guilabel:`Planned Date`;" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:24 +msgid "a valid address linked to the customer’s profile." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:26 +msgid "" +"To display your tasks on a map, go to :menuselection:`Field Service --> My " +"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " +"tasks based on their :guilabel:`Planned Date` to show the way from one " +"location to the next." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:30 +msgid "" +"To open your itinerary on the Google Maps website or app, click " +":guilabel:`View in Google Maps`. Google Maps includes your current location " +"as a starting point for your itinerary." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:34 +msgid "" +"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" +" in the search bar to display all tasks. Your tasks are then sorted by date " +"in the left column." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:36 +msgid "" +"Click your task in the left column or the map pin to display the task's " +"details. From there, you can :guilabel:`Open` the task or click " +":guilabel:`Navigate to` to get an itinerary from your current location to " +"this specific task's location." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:7 msgid "Helpdesk" msgstr "고객센터" diff --git a/locale/ko/LC_MESSAGES/studio.po b/locale/ko/LC_MESSAGES/studio.po index 1733b9c50..e5d4b029c 100644 --- a/locale/ko/LC_MESSAGES/studio.po +++ b/locale/ko/LC_MESSAGES/studio.po @@ -31,6 +31,8 @@ msgid "" "Studio is a toolbox that allows you to customize Odoo without coding " "knowledge. For example, you can, on any app, add or modify:" msgstr "" +"스튜디오는 코딩 지식 없이도 Odoo를 맞춤 설정할 수 있는 도구 상자입니다. 예를 들어 모든 앱에서 다음과 같은 내용을 추가하거나 " +"수정할 수 있습니다." #: ../../content/applications/studio.rst:20 msgid ":doc:`Fields `" @@ -46,28 +48,28 @@ msgstr ":doc:`모델s `" #: ../../content/applications/studio.rst:23 msgid ":doc:`Automated actions `" -msgstr "" +msgstr ":doc:`자동화 작업 `" #: ../../content/applications/studio.rst:24 msgid ":doc:`PDF reports `" -msgstr "" +msgstr ":doc:`PDF 보고서 `" #: ../../content/applications/studio.rst:25 msgid "Approval rules" -msgstr "" +msgstr "승인 규칙" #: ../../content/applications/studio.rst:26 msgid "Security rules" -msgstr "" +msgstr "보안 규칙" #: ../../content/applications/studio.rst:28 msgid "" "Or you can :doc:`build an app from scratch `." -msgstr "" +msgstr "또는 :doc:`기초부터 앱 구축 ` 을 할 수도 있습니다." #: ../../content/applications/studio.rst:31 msgid "`Odoo Tutorials: Studio `_" -msgstr "" +msgstr "`Odoo 튜토리얼: 스튜디오 `_" #: ../../content/applications/studio/automated_actions.rst:3 msgid "Automation rules" @@ -80,20 +82,24 @@ msgid "" " events, time conditions (e.g., archive a record 7 days after its last " "update), or external events." msgstr "" +"자동화 규칙은 사용자 작업 (예: 필드를 특정 값으로 설정할 때 수정 사항 적용), 이메일 행사, 시간 조건 (예: 최근 업데이트 후 " +"7일간 기록 보관) 또는 외부 행사에 따라 자동 변경이 트리거되게 하는데 사용합니다." #: ../../content/applications/studio/automated_actions.rst:9 msgid "To create an automation rule with Studio, proceed as follows:" -msgstr "" +msgstr "스튜디오를 사용하여 자동화 규칙을 생성하려면 다음과 같이 진행합니다." #: ../../content/applications/studio/automated_actions.rst:11 msgid "Open Studio and click :guilabel:`Automations`, then :guilabel:`New`." -msgstr "" +msgstr "스튜디오를 열고 :guilabel:`자동화` 클릭한 다음 :guilabel:`새로 만들기` 를 클릭합니다." #: ../../content/applications/studio/automated_actions.rst:12 msgid "" "Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill " "in the fields that appear on the screen based on the chosen trigger." msgstr "" +":ref:`studio/automated-actions/trigger` 를 선택한 후 필요한 경우 선택한 트리거 항목에 따라 화면에 " +"나타나는 항목에 입력합니다." #: ../../content/applications/studio/automated_actions.rst:14 msgid "" @@ -101,6 +107,8 @@ msgid "" ":ref:`action ` and fill in the fields that " "appear on the screen based on your selected action." msgstr "" +":guilabel:`활동 추가` 를 클릭한 다음 :ref:`활동 ` " +":guilabel:`유형` 을 선택하고 선택한 활동에 따라 화면에 나타나는 항목을 입력합니다." #: ../../content/applications/studio/automated_actions.rst:17 msgid "Click :guilabel:`Save & Close` or :guilabel:`Save & New`." @@ -108,7 +116,7 @@ msgstr ":guilabel:`저장 후 닫기` 또는 :guilabel:`저장 후 새로 만들 #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of an automated action on the Subscription model" -msgstr "" +msgstr "구독 모델에 대해 자동화된 활동 예시" #: ../../content/applications/studio/automated_actions.rst:25 msgid "" @@ -118,6 +126,9 @@ msgid "" "automation rule, and select the :guilabel:`Model` in the " ":guilabel:`Automation Rules` form." msgstr "" +"자동화 규칙의 :doc:`모델 ` 을 수정하려면 스튜디오에서 :guilabel:`자동화` 를 " +"클릭하기 전에 모델을 전환하거나 :ref:`개발자 모드 활성화 ` 를 클릭하고 자동화 규칙을 생성 또는 " +"편집한 후 :guilabel:`자동화 규칙` 양식에서 :guilabel:`모델`을 선택합니다." #: ../../content/applications/studio/automated_actions.rst:29 msgid "" @@ -132,7 +143,7 @@ msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Create automations from a kanban stage" -msgstr "" +msgstr "칸반 단계에서 자동화 만들기" #: ../../content/applications/studio/automated_actions.rst:40 msgid "Trigger" @@ -144,26 +155,28 @@ msgid "" " applied. The available triggers depend on the :doc:`model " "`. Five trigger categories are available overall:" msgstr "" +":guilabel:`트리거`는 자동화 규칙이 적용되는 시기를 지정하는 데 사용합니다. 사용할 수 있는 트리거는 :doc:`모드 " +"` 에 따라 다릅니다. 전체적으로 5가지 트리거 카테고리를 사용할 수 있습니다." #: ../../content/applications/studio/automated_actions.rst:46 msgid ":ref:`studio/automated-actions/trigger/values-updated`" -msgstr "" +msgstr ":ref:`studio/automated-actions/trigger/values-updated`" #: ../../content/applications/studio/automated_actions.rst:47 msgid ":ref:`studio/automated-actions/trigger/email-events`" -msgstr "" +msgstr ":ref:`studio/automated-actions/trigger/email-events`" #: ../../content/applications/studio/automated_actions.rst:48 msgid ":ref:`studio/automated-actions/trigger/values-timing-conditions`" -msgstr "" +msgstr ":ref:`studio/automated-actions/trigger/values-timing-conditions`" #: ../../content/applications/studio/automated_actions.rst:49 msgid ":ref:`studio/automated-actions/trigger/custom`" -msgstr "" +msgstr ":ref:`studio/automated-actions/trigger/custom`" #: ../../content/applications/studio/automated_actions.rst:50 msgid ":ref:`studio/automated-actions/trigger/external`" -msgstr "" +msgstr ":ref:`studio/automated-actions/trigger/external`" #: ../../content/applications/studio/automated_actions.rst:53 msgid "" @@ -185,6 +198,8 @@ msgid "" "mode `, create or edit an automation rule, click " ":guilabel:`Edit Domain`, then click :guilabel:`New Rule`." msgstr "" +":guilabel:`업데이트 전 도메인` 을 지정하려면 :ref:`개발자 모드 활성화 ` 를 하고 자동화 " +"규칙을 생성 또는 편집한 후 :guilabel:`도메인 편집`을 클릭한 다음 :guilabel:`새 규칙` 을 클릭합니다." #: ../../content/applications/studio/automated_actions.rst:63 msgid "" @@ -200,7 +215,7 @@ msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a trigger with a Before Update Domain" -msgstr "" +msgstr "업데이트 전 도메인 트리거의 예시" #: ../../content/applications/studio/automated_actions.rst:74 msgid "Values Updated" @@ -218,7 +233,7 @@ msgstr "" #: ../../content/applications/studio/automated_actions.rst-1 msgid "Example of a Values Updated trigger" -msgstr "" +msgstr "값 업데이트 트리거의 예시" #: ../../content/applications/studio/automated_actions.rst:86 msgid "Email Events" @@ -226,7 +241,7 @@ msgstr "행사 이메일" #: ../../content/applications/studio/automated_actions.rst:88 msgid "Trigger automated actions upon receiving or sending emails." -msgstr "" +msgstr "이메일을 수발신할 때 자동화된 작업을 트리거합니다." #: ../../content/applications/studio/automated_actions.rst:93 msgid "Timing Conditions" @@ -236,29 +251,29 @@ msgstr "시간 조건" msgid "" "Trigger automated actions based on a date field. The following triggers are " "available:" -msgstr "" +msgstr "날짜 필드를 기준으로 자동화 작업을 트리거합니다. 다음과 같이 트리거가 되도록 할 수 있습니다." #: ../../content/applications/studio/automated_actions.rst:97 msgid "" ":guilabel:`Based on date field`: Select the field to be used next to the " ":guilabel:`Delay` field." -msgstr "" +msgstr ":guilabel:`날짜 필드 기준`: :guilabel:`지연` 필드 옆에 사용할 필드를 선택합니다." #: ../../content/applications/studio/automated_actions.rst:98 msgid "" ":guilabel:`After creation`: The action is triggered when a record is created" " and saved." -msgstr "" +msgstr ":guilabel:`생성 후`: 레코드를 생성 후 저장하면 활동이 트리거됩니다." #: ../../content/applications/studio/automated_actions.rst:99 msgid "" ":guilabel:`After last update`: The action is triggered when an existing " "record is edited and saved." -msgstr "" +msgstr ":guilabel:`마지막 업데이트 후`: 기존 레코드를 편집 후 저장하면 활동이 트리거됩니다." #: ../../content/applications/studio/automated_actions.rst:102 msgid "You can then define:" -msgstr "" +msgstr "그런 다음 다음 내용을 지정할 수 있습니다." #: ../../content/applications/studio/automated_actions.rst:104 msgid "" @@ -276,12 +291,14 @@ msgid "" "the conditions to be met to trigger the automation rule. Click " ":guilabel:`New Rule` to add another condition." msgstr "" +":guilabel:`추가 조건`: :guilabel:`조건 추가` 를 클릭한 다음 자동화 규칙이 트리거되려면 충족되어야 하는 조건을 " +"지정합니다. 다른 조건을 추가하려면 :guilabel:`새 규칙` 을 클릭하세요." #: ../../content/applications/studio/automated_actions.rst:110 msgid "" "The action is triggered when the delay is reached and the conditions are " "met." -msgstr "" +msgstr "지연 상황에 도달하고 조건이 충족되면 작업이 트리거됩니다." #: ../../content/applications/studio/automated_actions.rst:113 msgid "" @@ -290,16 +307,18 @@ msgid "" ":guilabel:`Trigger Date` and set the :guilabel:`Delay` to **-30** " ":guilabel:`Minutes`." msgstr "" +"캘린더 행사 시작 30분 전에 알림 이메일을 보내려면 :guilabel:`트리거 날짜` 에서 :guilabel:`시작 (캘린더 행사)` " +"를 선택하고 :guilabel:`지연`를 **-30** :guilabel:`분` 으로 설정합니다." #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a Based on date field trigger" -msgstr "" +msgstr "날짜 필드 기준 트리거 예시" #: ../../content/applications/studio/automated_actions.rst:121 msgid "" "By default, the scheduler checks for trigger dates every 4 hours, meaning " "lower granularity in time-based automations may not always be honored." -msgstr "" +msgstr "기본값으로 스케줄러로 4시간마다 트리거 날짜가 확인되므로, 시간 기준 자동화를 항상 낮게 세분화할 수 있는 것은 아닙니다." #: ../../content/applications/studio/automated_actions.rst:127 msgid "Custom" @@ -307,21 +326,23 @@ msgstr "사용자 지정" #: ../../content/applications/studio/automated_actions.rst:129 msgid "Trigger automated actions:" -msgstr "" +msgstr "자동화 작업 트리거:" #: ../../content/applications/studio/automated_actions.rst:131 msgid ":guilabel:`On save`: When the record is saved;" -msgstr "" +msgstr ":guilabel:`저장 시`: 레코드가 저장될 때;" #: ../../content/applications/studio/automated_actions.rst:132 msgid ":guilabel:`On deletion`: When a record is deleted;" -msgstr "" +msgstr ":guilabel:`삭제 시`: 레코드가 삭제될 때;" #: ../../content/applications/studio/automated_actions.rst:133 msgid "" ":guilabel:`On UI change`: When a field's value is changed on the :ref:`Form " "view `, even before saving the record." msgstr "" +":guilabel:`UI 변경 시`: 레코드가 저장되기 전이라도 :ref:`양식 보기 `" +" 에서 필드 값이 변경될 때." #: ../../content/applications/studio/automated_actions.rst:136 msgid "" @@ -329,6 +350,8 @@ msgid "" "**must** then select the field(s) to be used to trigger the automation rule " "in the :guilabel:`When updating` field." msgstr "" +":guilabel:`저장 시` 및 :guilabel:`UI 변경 시` 트리거가 되게 하는 경우 **반드시** :guilabel:`업데이트" +" 시` 에서 자동화 규칙을 트리거하는 데 사용할 필드를 선택해야 합니다." #: ../../content/applications/studio/automated_actions.rst:140 msgid "" @@ -831,6 +854,9 @@ msgid "" " Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." " For example, it can be useful if you want to save disk space." msgstr "" +"이는 :ref:`이미지 필드 ` 를 직접 선택하는 것과 다르게 작동하며, " +":guilabel:`텍스트` 필드를 :guilabel:`이미지` 위젯과 같이 사용할 경우 Odoo에서 이미지가 저장되지 않기 때문입니다." +" 예를 들어, 디스크 공간을 절약하려는 경우 유용하게 활용할 수 있습니다." #: ../../content/applications/studio/fields.rst:49 msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." @@ -960,6 +986,9 @@ msgid "" "to add the :guilabel:`Currency` field for you. Once it is added, add the " ":guilabel:`Monetary` field again." msgstr "" +"처음으로 :guilabel:`화폐` 필드를 추가할 때 모델에 기존에 사용하는 필드가 없으면 :guilabel:`통화` 필드를 추가하라는 " +"메시지가 표시됩니다. Odoo에서는 :guilabel:`통화` 필드를 추가하도록 제안합니다. 추가하면 :guilabel:`화폐` 필드를 " +"다시 추가합니다." #: ../../content/applications/studio/fields.rst:0 msgid "Example of a Monetary field along with its Currency field" @@ -2291,6 +2320,8 @@ msgid "" "add static content rows above or below the generated rows using the table " "tools." msgstr "" +"기본 행으로 필드의 내용이 자동으로 반복되어 각 필드 값이 보고서에서 행으로 생성됩니다 (예: 태그당 행 하나로 생성). 표 도구를 " +"사용하여 생성된 행 위 또는 아래에 정적 콘텐츠 행을 추가할 수 있습니다." #: ../../content/applications/studio/pdf_reports.rst:262 msgid "" @@ -3034,6 +3065,8 @@ msgid "" "numeric data, create categories, and drill down the data by expanding and " "collapsing different levels of data." msgstr "" +":guilabel:`피벗` 보기는 레코드에 있는 데이터를 대화형 방식으로 탐색하고 분석하는 데 사용합니다. 숫자 데이터를 집계하고, " +"카테고리를 만들며, 데이터를 다양한 수준으로 확장 및 축소하여 데이터 드릴다운을 하는 데 특히 유용합니다." #: ../../content/applications/studio/views.rst:323 msgid "" diff --git a/locale/ko/LC_MESSAGES/websites.po b/locale/ko/LC_MESSAGES/websites.po index 51f7a0cf3..4db16d638 100644 --- a/locale/ko/LC_MESSAGES/websites.po +++ b/locale/ko/LC_MESSAGES/websites.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -869,7 +869,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "설정" @@ -1009,14 +1009,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -1042,37 +1040,34 @@ msgstr "" "또 다른 방법은 기존 배송업체와의 통합 서비스 중 하나를 활용하는 것입니다. 통합 기능을 사용하면 각 주문에 대한 배송비를 자동으로 " "계산하고 배송 라벨을 생성하여 관련 프로세스를 간소화할 수 있습니다." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "웹사이트 가용성" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -1086,11 +1081,11 @@ msgstr "" " 그리고 :guilabel:`웹사이트` 필드에서 배송 방법을 제한할 웹사이트를 입력합니다. *모든* 웹사이트에서 해당 방법을 사용하려면 " "필드를 *공백*으로 남겨둡니다." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "결제 시 배송 방법" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1549,6 +1544,16 @@ msgstr "" "고객이 매장에서 주문을 수령하거나 계좌 이체를 통해 결제할 수 있는 경우, 견적은 확정되지 **않으며** 재고는 자동으로 예약되지 " "**않습니다**. 재고가 있는 제품을 예약하려면 주문을 수동으로 확인해야 합니다." +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "반품 및 환불" @@ -7421,153 +7426,88 @@ msgstr "쿠키 바" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" -"쿠키는 사용자가 웹사이트를 방문할 때 사용자의 기기로 전송되는 작은 텍스트 파일입니다. 쿠키는 브라우저에서 처리 및 저장되며 로그인 " -"데이터, 위치, 언어 등 방문에 관한 정보를 보관합니다. 쿠키에는 두 가지 주요 유형이 있습니다:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" -msgstr "웹사이트가 원활하게 동작하는 데 필요한 필수 쿠키입니다;" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "사용자의 행동을 분석하거나 광고를 표시하는 데 사용되는 비필수 또는 선택적 쿠키입니다." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." -msgstr "팝업 레이아웃이 적용된 쿠키 바의 예시입니다." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." +msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -"데이터 수집과 관련된 방법 및 목적에 대해 사용자에게 알리는 것은 'GDPR `_과 같은 데이터 보호법에 " -"의해 요구됩니다. 쿠키 바는 사용자 친화적이고 투명한 방식으로 이 의무를 이행하기 위한 일반적인 솔루션입니다. 쿠키 바는 사용자가 처음 " -"방문하면 즉시 표시되며, 웹사이트가 쿠키를 사용한다는 정보를 제공하고 사용자가 필수적이지 않은 쿠키를 기기에 저장할지 여부를 결정할 수 " -"있도록 합니다." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." msgstr "" -"Odoo 웹사이트에서 쿠키 표시줄을 활성화하려면 :menuselection:`웹사이트 --> 구성`으로 이동한 후 " -":guilabel:`개인정보` 섹션에서 :guilabel:`쿠키 표시줄`을 활성화합니다." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 -msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." -msgstr "" -":ref:`쿠키 바 모양을 사용자 정의 ` 및 :ref:`관련 쿠키 정책 페이지 편집 " -"` 옵션을 사용할 수 있습니다." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "맞춤 설정" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" -"쿠키 표시줄을 수정하려면 :guilabel:`수정`을 클릭한 다음 패널 하단에 있는 :guilabel:`보이지 않는 요소` 내에 있는 " -":guilabel:`쿠키 표시줄` 빌딩 블록을 선택합니다. 편집 패널의 :guilabel:`사용자 정의` 탭에 있는 옵션을 사용하여 맞춤" -" 설정합니다. 사용 가능한 세 가지 :guilabel:`레이아웃`이 있습니다:" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr ":guilabel:`불연속`: 얇은 막대" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr ":guilabel:`클래식`: 배너" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -"팝업의 :guilabel:`위치`를 화면의 :guilabel:`상단`, :guilabel:`중간` 또는 :guilabel:`하단`으로 " -"변경합니다." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "다음과 같은 작업이 가능합니다:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "쿠키 표시줄의 :guilabel:`크기`를 수정합니다;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "화면에 쿠키 바가 표시되는 동안 백그라운드 페이지가 흐리게 표시되도록 하려면 :guilabel:`배경`을 활성화합니다;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" -"쿠키 바의 모양을 세부적으로 조정하려면 빌딩 블록의 아무 곳이나 클릭한 후 :guilabel:`블록` 및/또는 :guilabel:`열` " -"사용자 지정 설정을 활용합니다." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "쿠키 바의 내용 (예: 동의 메시지)을 편집하려면 빌딩 블록을 직접 클릭합니다." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." -msgstr "Odoo 웹사이트의 편집 패널에서 쿠키 바를 맞춤 설정할 수 있습니다." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" +msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "쿠키 정책" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -"웹사이트의 쿠키 바를 활성화하면 Odoo는 자동으로 필수 및 선택 쿠키 목록이 포함된 **쿠키 정책** 페이지(`/cookie-" -"policy`)를 생성합니다. 이 페이지에 액세스하려면 쿠키 표시줄에서 :guilabel:`쿠키 정책` 링크를 클릭하거나 " -":menuselection:`웹사이트 --> 사이트 --> 페이지`로 이동하면 됩니다." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." -msgstr "웹사이트의 특정 기능 및 요구 사항에 맞게 페이지의 콘텐츠를 사용자 정의할 수 있습니다." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." +msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." -msgstr "예를 들어 웹사이트 바닥글에 이 페이지로 연결되는 링크를 추가할 수 있습니다." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" +msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" @@ -11268,7 +11208,7 @@ msgid "" " select a building block." msgstr "" "보이기 설정에 따라 현재 보기에서 일부 요소가 숨겨질 수 있습니다. 빌딩 블록을 다시 표시하려면 설정기 하단에 있는 " -":guilabel:`보이지 않는 요소` 섹션으로 이동하여 빌딩 블록을 선택합니다." +":guilabel:`숨겨진 요소` 섹션으로 이동하여 빌딩 블록을 선택합니다." #: ../../content/applications/websites/website/web_design/building_blocks.rst:132 msgid "Saving a custom building block" diff --git a/locale/nl/LC_MESSAGES/administration.po b/locale/nl/LC_MESSAGES/administration.po index f5ad51eb5..4bd35debf 100644 --- a/locale/nl/LC_MESSAGES/administration.po +++ b/locale/nl/LC_MESSAGES/administration.po @@ -10,15 +10,16 @@ # Jolien De Paepe, 2024 # Wil Odoo, 2024 # Erwin van der Ploeg , 2024 +# Manon Rondou, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Erwin van der Ploeg , 2024\n" +"Last-Translator: Manon Rondou, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -635,8 +636,8 @@ msgid "Deactivated features" msgstr "Gedeactiveerde functies" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "Hier is een niet-uitputtende lijst van de gedeactiveerde parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -666,7 +667,11 @@ msgstr "leveringsmethoden" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr ":abbr:`IAP (In-App Aankoop)`-tokens" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -5023,7 +5028,6 @@ msgstr "Beheerder" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8467,7 +8471,7 @@ msgstr "" #: ../../content/administration/on_premise/update.rst:6 msgid "Bugfix updates" -msgstr "Bugfix jepdates" +msgstr "Bugfix updates" #: ../../content/administration/on_premise/update.rst:9 msgid "Introduction" @@ -8925,14 +8929,7 @@ msgstr "Oktober 2026 (gepland)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "Augustus 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -8950,6 +8947,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "Augustus 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Juni 2023" diff --git a/locale/nl/LC_MESSAGES/essentials.po b/locale/nl/LC_MESSAGES/essentials.po index eb7bfe278..c758c990c 100644 --- a/locale/nl/LC_MESSAGES/essentials.po +++ b/locale/nl/LC_MESSAGES/essentials.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -33,56 +33,55 @@ msgstr "" msgid "Activities" msgstr "Activiteiten" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 -msgid "Schedule activities" +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 +msgid "Schedule activities" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -90,15 +89,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -110,28 +109,24 @@ msgstr "" msgid "New activity type form." msgstr "" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Kanban-weergave" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -141,97 +136,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Lijstweergave" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Activiteit weergave" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -239,11 +234,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -252,12 +247,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -265,86 +260,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -352,7 +339,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -362,23 +349,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -387,14 +374,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -406,11 +393,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -418,18 +405,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -438,26 +425,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -468,11 +455,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -484,88 +471,96 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -573,13 +568,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -587,40 +582,40 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -628,13 +623,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -642,19 +637,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -662,7 +657,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -673,14 +668,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Contacten" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Naam" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Adres" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Gegevens exporteren en importeren" diff --git a/locale/nl/LC_MESSAGES/finance.po b/locale/nl/LC_MESSAGES/finance.po index e793b0d85..85c3423b8 100644 --- a/locale/nl/LC_MESSAGES/finance.po +++ b/locale/nl/LC_MESSAGES/finance.po @@ -13,6 +13,7 @@ # Erwin van der Ploeg , 2024 # Gunther Clauwaert , 2024 # Martin Trigaux, 2024 +# Manon Rondou, 2024 # Wil Odoo, 2024 # #, fuzzy @@ -20,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -84,7 +85,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -103,11 +104,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -116,11 +118,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -131,28 +133,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -161,186 +163,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Rapportages" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Afschrift" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Balans" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Winst en verlies" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "BTW-rapportage" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Audit" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Proefbalans" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Relatie" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Management" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -348,31 +352,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -380,34 +384,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -611,10 +615,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2777,6 +2783,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Belastingen" @@ -4140,7 +4147,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -5963,7 +5970,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6512,8 +6519,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6860,6 +6867,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Grootboekschema" @@ -6886,11 +6894,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6900,98 +6908,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Soort" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Rapport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Categorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Grootboekrekeningen categorieën" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Balans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Debiteuren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank en kas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6999,147 +7007,147 @@ msgstr "Bank en kas" msgid "Current Assets" msgstr "Vlottende activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Langlopende activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Vooruitbetalingen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Vaste activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Passiva" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Crediteuren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Creditcard" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Kort vreemd vermogen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Lang vreemd vermogen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Eigen vermogen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Huidige jaarwinst" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Winst & Verlies" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Omzet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Overige opbrengsten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Declaratie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Afschrijving" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Inkoopwaarde van de omzet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Overige" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Niet opgenomen in balans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Labels" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Rekeninggroepen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7149,17 +7157,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7173,7 +7181,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7184,17 +7192,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7202,7 +7210,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7213,11 +7221,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Vervallen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7225,29 +7233,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7566,7 +7574,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Bank afletteren" @@ -8044,11 +8052,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -8060,7 +8068,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -8071,33 +8079,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8105,11 +8113,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8118,11 +8126,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8134,17 +8142,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8156,19 +8164,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8183,18 +8191,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8209,11 +8217,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8229,11 +8237,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9348,6 +9356,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Verenigde Staten" @@ -9787,52 +9796,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Winst en Verlies" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Managementsamenvatting" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**Performantie:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**netto winst marge:**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9840,56 +9849,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**Rendement op investering (p.a):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**Positie:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**Gemiddeld aantal dagen debiteuren:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**Gemiddeld aantal dagen debiteuren:**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9897,11 +9906,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Grootboek" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -9910,44 +9919,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Ouderdomsanalyse leverancier" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Ouderdomsanalyse klant" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Cashflow" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "BTW-rapportage" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -13031,6 +13040,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17742,6 +17751,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19713,6 +19723,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19864,6 +19875,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20584,6 +20596,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Loonadministratie" @@ -22293,6 +22306,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22310,6 +22324,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23516,6 +23531,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -29127,7 +29143,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Sjabloon" @@ -32067,7 +32083,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -32078,7 +32108,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -32090,7 +32120,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -32098,7 +32128,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -32108,7 +32138,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -32124,7 +32154,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -32135,17 +32165,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -32158,20 +32188,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -32179,7 +32209,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -32194,26 +32224,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32224,7 +32254,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32235,7 +32265,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32244,15 +32274,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32264,23 +32294,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33652,196 +33682,649 @@ msgstr "Kenia" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Facturatie" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -34044,6 +34527,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Vereisten" @@ -37029,6 +37513,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -39151,7 +39636,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:122 msgid "Mobile Number" -msgstr "" +msgstr "Telefoonnummer" #: ../../content/applications/finance/fiscal_localizations/thailand.rst:131 msgid "PromptPay QR bank account configuration" @@ -39811,6 +40296,1423 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Werknemer contracten" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Aanmaken batchbetaling" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "Alle betalingen in de batch moeten dezelfde betaalmethodedelen." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Viëtnam" @@ -41196,17 +43098,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41218,48 +43120,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41274,46 +43176,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41323,32 +43225,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41356,25 +43258,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41384,41 +43286,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41426,7 +43328,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/nl/LC_MESSAGES/general.po b/locale/nl/LC_MESSAGES/general.po index 846d5d239..396ffc694 100644 --- a/locale/nl/LC_MESSAGES/general.po +++ b/locale/nl/LC_MESSAGES/general.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -3952,18 +3952,15 @@ msgstr "E-mail is niet verzonden" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" -"De eerste aanwijzing die aangeeft dat de e-mail niet is verzonden, is de " -"rode envelop :guilabel:`✉️` naast de datum en het tijdstip van het bericht, " -"in de chatter." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "Rode envelop in de chatter." -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3976,11 +3973,11 @@ msgstr "" " E-mail --> E-mails`. Niet-verzonden e-mails worden weergegeven in het blauw" " en verzonden e-mails in het grijs." -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "Veelvoorkomende foutmeldingen" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "Dagelijkse limiet is bereikt" @@ -3988,7 +3985,7 @@ msgstr "Dagelijkse limiet is bereikt" msgid "Warning in Odoo upon email limit reached." msgstr "Waarschuwing in Odoo bij het bereiken van de e-maillimiet." -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -4000,11 +3997,11 @@ msgstr "" "worden. Dit is hetzelfde voor Odoo, die klanten beperkingen oplegt om te " "voorkomen dat Odoo's e-mailservers op de blacklist geplaatst worden." -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "Hier zijn de standaard limieten voor nieuwe databases:" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." @@ -4012,15 +4009,17 @@ msgstr "" "**200 e-mails per dag** voor Odoo Online en Odoo.sh databases met een actief" " abonnement." -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "**20 e-mails per dag** voor Een app gratis databases." - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." -msgstr "**50 e-mails per dag** voor testdatabases." +msgid "**50 emails per day** for one-app free and trial databases." +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." @@ -4028,27 +4027,25 @@ msgstr "" "In het geval van een migratie, kan de dagelijkse limiet worden teruggezet " "naar 50 e-mails per dag." -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "Als de dagelijkse limiet is bereikt:" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -"Neem contact op met Odoo's ondersteuningsteam, die de dagelijkse limiet " -"kunnen verhogen, afhankelijk van de volgende factoren:" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "Hoeveel gebruikers telt de database?" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "Welke apps zijn geïnstalleerd?" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " @@ -4058,7 +4055,7 @@ msgstr "" "ontvangen omdat ze onderweg naar de eindontvanger door een e-mailserver zijn" " teruggestuurd." -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " @@ -4068,7 +4065,7 @@ msgstr "" " e-maillimiet (raadpleeg de :doc:`documentatie omtrent e-mails " "`)." -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -4081,7 +4078,7 @@ msgstr "" "Technisch menu --> E-mail --> E-mails` en klik op de knop :guilabel:`Opnieuw" " proberen` naast een niet-verzonden e-mail." -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -4095,26 +4092,20 @@ msgstr "" "door :ref:`meldingen in Odoo ` te " "ontvangen in plaats van e-mails." -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "SMTP foutmelding" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -"Simple Mail Transport Protocol (SMTP) foutberichten leggen uit waarom een " -"e-mail niet succesvol is verzonden. :abbr:`SMTP (Simple Mail Transport " -"Protocol)` is een protocol dat de e-mailstructuur beschrijft en gegevens van" -" berichten over het internet verstuurt. De foutmeldingen die door " -"e-maildiensten worden gegenereerd, zijn nuttige hulpmiddelen om " -"e-mailproblemen te diagnosticeren en op te lossen." -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -4127,22 +4118,17 @@ msgstr "" "mta4471.mail.bf1.yahoo.com --- Onder deze regel staat een kopie van het " "bericht.`" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -"Het debug-menu kan worden gebruikt om SMTP-verzendproblemen vanuit een " -"database te onderzoeken. Om toegang te krijgen tot het menu, moet de " -":ref:`ontwikkelaarsmodus ` geactiveerd zijn. Eenmaal " -"geactiveerd, ga naar het :menuselection:`Debug-menu` in de rechterbovenhoek " -"van de menubalk (het :guilabel:`🐞 (bug)` icoontje), :menuselection:`Debug-" -"menu --> Berichten beheren`" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," @@ -4152,7 +4138,7 @@ msgstr "" "die in een bepaalde record zijn verzonden. Elk bericht bevat informatie over" " de verzending, het type en het subtype van het bericht." -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -4164,7 +4150,7 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "Menu om berichten te beheren in het debug-menu." -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." @@ -4172,11 +4158,11 @@ msgstr "" "Een gebruiker moet in een weergave in Odoo zijn die een chatter heeft " "voordat het menu :guilabel:`Berichten beheren` verschijnt." -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "Geen foutmelding" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -4188,7 +4174,7 @@ msgstr "" "gepersonaliseerd beleid omtrent bounceberichten en het is niet altijd " "mogelijk voor Odoo om dit correct te interpreteren." -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" @@ -4198,7 +4184,7 @@ msgstr "" "domein, aarzel niet om contact op te nemen met `Odoo's Ondersteuning " "`_ om de reden uit te zoeken." -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4217,42 +4203,29 @@ msgstr "" "geactiveerd, door te navigeren naar de :menuselection:`Instellingen app --> " "Technisch menu --> Parameters --> Systeemparameters`." -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "E-mail wordt te laat verzonden" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"E-mailcampagnes worden op een gepland tijdstip verzonden, met behulp van een" -" in de database vooraf bepaalde vertraging. Odoo gebruikt een vertraagde " -"taak om e-mails te verzenden die als \"niet dringend\" worden beschouwd " -"(nieuwsbrieformaten, zoals: massamailing, marketing automation en " -"evenementen). Het systeemhulpprogramma **cron** kan worden gebruikt om " -"programma's in te plannen zodat ze automatisch op vooraf bepaalde " -"intervallen worden uitgevoerd. Odoo gebruikt dat beleid om te voorkomen dat " -"de e-mailservers onoverzichtelijk worden en geeft in plaats daarvan " -"prioriteit aan individuele communicaties. Deze **cron** heet " -":guilabel:`Mail: E-mail wachtrij manager` en kan worden geopend met de " -":ref:`ontwikkelaarsmodus ` geactiveerd in de " -":menuselection:`Instellingen app --> Technisch menu --> Automatisering --> " -"Geplande acties`." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "E-mail gepland om later te worden verzonden." -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." @@ -4260,7 +4233,7 @@ msgstr "" "Wat is een **cron**? Een cron is een actie dat Odoo uitvoert op de " "achtergrond om een specifieke code uit te voeren en een taak te voltooien." -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4276,7 +4249,7 @@ msgstr "" "massamailings te bewerken, selecteer de geplande actie :guilabel:`Mail: " "E-mail wachtrij manager` en maak de nodige wijzigingen." -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " @@ -4286,27 +4259,23 @@ msgstr "" "personen, zoals verkooporders, facturen, inkooporders, enz.) worden " "onmiddellijk verzonden." -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "Inkomende e-mails" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -"Als er een probleem is met inkomende e-mails, is er misschien niet per se " -"een aanwijzing in Odoo. De klant die de e-mail verzendt en die probeert een " -"database te contacteren, zal een bouncebericht krijgen (meestal de " -"foutmelding :guilabel:`550: mailbox niet beschikbaar`)." -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "E-mail is niet ontvangen" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." @@ -4314,14 +4283,14 @@ msgstr "" "De stappen die moeten worden ondernomen hangen af van het Odoo platform waar" " de database wordt gehost." -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" "Gebruikers van **Odoo.sh** kunnen hun live logbestanden vinden in de map " ":file:`~/logs/`." -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4338,7 +4307,7 @@ msgstr "" "geprobeerd is het bericht meermaals te verzenden. Logbestanden tonen elke " "actie naar de e-mailservers vanuit de database." -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " @@ -4349,7 +4318,7 @@ msgstr "" "logbestanden van de database bevatten. De logbestanden worden elke dag om " "05:00 (UTC) opgemaakt." -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " @@ -4360,7 +4329,7 @@ msgstr "" " vandaag en gisteren zijn respectievelijk: :file:`odoo.log` en " ":file:`odoo.log.1`." -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " @@ -4370,7 +4339,7 @@ msgstr "" "gecomprimeerd. Gebruik de commando's :command:`grep` en :command:`zgrep` " "(voor de gecomprimeerde bestanden) om de bestanden te doorzoeken." -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." @@ -4378,7 +4347,7 @@ msgstr "" "Voor meer informatie over logbestanden en hoe je ze kan openen via het " "Odoo.sh dashboard, raadpleeg :ref:`deze beheerdocumentatie `." -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." @@ -4387,7 +4356,7 @@ msgstr "" "raadpleeg :ref:`deze ontwikkelaarsdocumentatie " "`." -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" @@ -4398,11 +4367,11 @@ msgstr "" "`_ als je een terugkerend probleem ondervindt met" " eenzelfde klant of eenzelfde domein." -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "Hulp krijgen van het Odoo ondersteuningsteam" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " @@ -4412,7 +4381,7 @@ msgstr "" "Hier is een lijst van wat nuttig kan zijn als je het Odoo ondersteuningsteam" " contacteert:" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4429,7 +4398,7 @@ msgstr "" "het ondersteuningsticket de meest efficiënte manier voor het Odoo " "Ondersteuningsteam om dit te onderzoeken." -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" @@ -4437,7 +4406,7 @@ msgstr "" "`Gmail documentatie omtrent headers " "`_" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" @@ -4456,15 +4425,15 @@ msgstr "" "ontvangen in Odoo. Hier zijn voorbeelden van vragen waarvan de antwoorden " "nuttig kan zijn:" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "Is dit een melding van een antwoord dat wordt ontvangen in Odoo?" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "Is dit een bericht dat wordt verzonden vanuit de Odoo database?" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" @@ -4472,15 +4441,15 @@ msgstr "" "Wordt er een inkomende e-mailserver gebruikt of wordt de e-mail op de één of" " andere manier omgeleid?" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "Is er een voorbeeld van een e-mail die correct is doorgestuurd?" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "Beantwoord de volgende vragen:" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" @@ -4488,7 +4457,7 @@ msgstr "" "Is dit een generiek probleem of een specifiek probleem voor een use case? Zo" " ja, welke precies?" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " @@ -4498,21 +4467,15 @@ msgstr "" "bouncebericht de Odoo database bereiken en de :ref:`rode envelop " "` weergeven." -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" -"De bounce systeemparameter moet worden ingesteld in de technische " -"instellingen zodat de database de bounceberichten correct kan ontvangen. Om " -"deze instelling te openen, ga naar de :menuselection:`Instellingen app --> " -"Technisch menu --> Parameters --> Systeemparameters`. Selecteer de parameter" -" genaamd :guilabel:`mail.bounce.alias` en stel de waarde in op `bounce` als " -"dit nog niet het geval is." #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" diff --git a/locale/nl/LC_MESSAGES/hr.po b/locale/nl/LC_MESSAGES/hr.po index cc40c152a..8d55b61c5 100644 --- a/locale/nl/LC_MESSAGES/hr.po +++ b/locale/nl/LC_MESSAGES/hr.po @@ -8,15 +8,16 @@ # Jolien De Paepe, 2024 # Martin Trigaux, 2024 # Wil Odoo, 2024 +# Manon Rondou, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Manon Rondou, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -655,7 +656,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -716,7 +717,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -869,142 +870,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Rapportages" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Doelen" @@ -1172,6 +1044,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Rapportages" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Aanwezigheid" @@ -1616,7 +1741,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Overzicht" @@ -5505,9 +5630,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6897,134 +7022,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Producten" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Productcategorieën" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Waarschuwingen" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7032,21 +7040,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7055,7 +7063,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7063,32 +7071,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7103,15 +7111,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7853,6 +7865,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Producten" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Productcategorieën" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8358,7 +8495,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8550,7 +8686,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9634,7 +9770,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9945,9 +10081,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9961,19 +10097,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9982,37 +10110,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -10020,20 +10149,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -10042,34 +10172,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -10077,19 +10207,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10097,70 +10227,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10169,7 +10337,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10178,48 +10346,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10230,46 +10418,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10279,11 +10467,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10293,322 +10481,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Aanbod" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -12074,47 +12281,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12122,27 +12329,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12152,11 +12359,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Conflicten" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12164,7 +12371,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12172,7 +12379,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12184,13 +12391,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12199,7 +12406,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12210,42 +12417,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12253,11 +12460,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12265,7 +12472,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12276,19 +12483,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12296,18 +12503,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12317,34 +12524,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12354,14 +12561,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12369,18 +12576,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12388,7 +12595,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12396,32 +12603,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12431,17 +12638,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12449,7 +12656,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12459,17 +12666,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12477,7 +12684,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12485,7 +12692,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12493,7 +12700,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12504,14 +12711,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12524,18 +12731,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12543,7 +12750,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12557,30 +12764,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12589,7 +12796,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12600,7 +12807,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13271,7 +13478,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Nieuw" @@ -13400,7 +13606,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13439,508 +13645,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Afkeuren" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "E-mailsjabloon" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Snel toevoegen" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13948,7 +13657,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13956,11 +13665,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13976,7 +13685,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13985,20 +13694,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -14007,7 +13716,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -14017,14 +13726,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -14032,7 +13741,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -14042,7 +13751,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -14050,7 +13759,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -14059,7 +13768,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -14072,7 +13781,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -14081,17 +13790,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14099,20 +13808,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14120,28 +13829,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14152,18 +13861,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14171,7 +13880,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14179,13 +13888,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14196,14 +13905,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14217,7 +13926,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14228,17 +13937,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14247,7 +13956,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14260,13 +13969,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14280,11 +13989,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14292,7 +14001,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14312,14 +14021,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14327,7 +14036,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14335,7 +14044,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14348,7 +14057,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14356,11 +14065,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14369,7 +14078,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14378,11 +14087,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14391,7 +14100,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14400,7 +14109,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14409,17 +14118,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14429,7 +14138,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14437,19 +14146,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14458,28 +14167,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14489,7 +14198,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14497,11 +14206,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14512,42 +14221,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14558,13 +14267,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14575,11 +14284,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Werknemer aanmaken" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14588,13 +14297,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Snel toevoegen" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14860,6 +14896,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "E-mailsjabloon" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "Reden voor afwijzing" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Verwijzingen" @@ -14878,8 +15201,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15134,7 +15457,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15280,139 +15603,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Beloningen" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Niveaus" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15423,11 +15631,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15438,14 +15646,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15456,7 +15664,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15465,7 +15673,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15478,18 +15686,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15498,7 +15706,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15506,7 +15714,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15518,112 +15726,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15631,7 +15741,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15641,7 +15751,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15650,7 +15760,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15661,16 +15771,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Beloningen" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16453,10 +16852,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -17027,232 +17422,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Management" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17260,7 +17429,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17268,7 +17437,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17276,44 +17445,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17321,7 +17490,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17333,186 +17502,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Dashboard" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17520,7 +17510,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17528,31 +17518,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17563,7 +17553,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17575,7 +17565,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17583,18 +17573,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Per soort" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17606,13 +17596,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17620,7 +17610,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17628,7 +17618,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17636,10 +17626,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Management" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Dashboard" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/nl/LC_MESSAGES/inventory_and_mrp.po b/locale/nl/LC_MESSAGES/inventory_and_mrp.po index dcb77ccc2..e774bd2b8 100644 --- a/locale/nl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/nl/LC_MESSAGES/inventory_and_mrp.po @@ -8,6 +8,7 @@ # Jolien De Paepe, 2024 # Yenthe Van Ginneken , 2024 # Martin Trigaux, 2024 +# Manon Rondou, 2024 # Wil Odoo, 2024 # #, fuzzy @@ -15,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -1489,9 +1490,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1502,6 +1502,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1517,7 +1518,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1527,11 +1528,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Configuratie" @@ -3443,15 +3447,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3461,23 +3465,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3485,7 +3489,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3497,7 +3501,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3508,7 +3512,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3522,7 +3526,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3530,7 +3534,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3542,46 +3546,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3592,7 +3596,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3600,36 +3604,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Activeren" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3637,17 +3757,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3660,39 +3780,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Auto" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3701,11 +3821,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3717,7 +3837,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3725,7 +3845,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3733,19 +3853,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Handmatig" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3755,7 +3875,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3763,7 +3883,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3771,7 +3891,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3784,18 +3904,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3803,27 +3923,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3836,34 +3956,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3876,11 +3996,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Route" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3888,7 +4008,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3896,20 +4016,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3920,7 +4040,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -4846,7 +4966,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:159 msgid "Import Serials" -msgstr "" +msgstr "Importeer serienummers" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:161 msgid "" @@ -5558,7 +5678,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:3 msgid "Lot numbers" -msgstr "" +msgstr "Partijnummers" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:10 msgid "" @@ -7503,7 +7623,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7774,20 +7894,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`invoicing`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Dropship" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7798,11 +7916,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7810,7 +7928,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7825,7 +7943,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7837,7 +7955,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7847,26 +7965,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7875,12 +7992,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7889,20 +8006,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7918,30 +8035,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7952,12 +8069,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7965,13 +8082,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7979,13 +8096,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -7994,7 +8111,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8002,31 +8119,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8036,19 +8153,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8059,7 +8176,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8070,7 +8187,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8081,7 +8198,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8092,18 +8209,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8114,9 +8231,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -8219,229 +8336,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8662,19 +8556,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Inhoud verpakking" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8697,25 +8591,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8723,7 +8617,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8733,11 +8627,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Retourbon" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8745,7 +8639,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8753,7 +8647,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8763,31 +8657,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8797,7 +8691,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8807,7 +8701,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8817,42 +8711,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Serie/Partijnummer labels" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8860,7 +8754,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8871,31 +8765,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11464,6 +11627,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11756,7 +12139,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11867,6 +12251,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12826,7 +13447,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12837,18 +13458,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13058,7 +13671,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13289,8 +13902,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13401,14 +14013,9 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" msgstr "" @@ -18154,7 +18761,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18298,10 +18904,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18309,49 +18918,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18359,7 +18969,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18369,23 +18979,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18395,7 +19005,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18403,14 +19013,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18419,13 +19029,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18433,32 +19043,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18469,7 +19079,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18482,118 +19093,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18601,7 +19250,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18609,7 +19258,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18620,7 +19269,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18632,79 +19281,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Kostenrekening" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Geautomatiseerd" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18714,7 +19414,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18726,50 +19426,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18778,7 +19478,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18787,7 +19487,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18796,7 +19496,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18807,13 +19507,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18821,7 +19521,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18833,45 +19533,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18889,10 +19604,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21274,7 +21985,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21322,45 +22033,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27553,6 +28275,327 @@ msgstr "" msgid "Workflows" msgstr "Workflows" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Bijproducten" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31513,7 +32556,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31578,7 +32621,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "3-way matching" @@ -31791,191 +32834,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Bestelde hoeveelheden" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31983,213 +33034,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Ontvangen hoeveelheden" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33756,6 +34800,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/nl/LC_MESSAGES/marketing.po b/locale/nl/LC_MESSAGES/marketing.po index 6a2dd1f8b..80c9f50c1 100644 --- a/locale/nl/LC_MESSAGES/marketing.po +++ b/locale/nl/LC_MESSAGES/marketing.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -534,6 +534,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Instellingen" @@ -826,7 +827,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3088,15 +3088,317 @@ msgstr "" msgid "Events" msgstr "Evenementen" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" "`Odoo Tutorials: Evenementen `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" +"Overzicht van de instellingen van een evenement in de kanban-weergave in " +"Odoo Evenementen." + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "Presentaties bijhouden en beheren" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3167,33 +3469,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3201,21 +3526,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3223,34 +3548,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3258,13 +3583,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3273,55 +3598,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3329,7 +3654,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3338,56 +3663,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3397,14 +3726,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3413,7 +3742,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3422,7 +3751,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3431,13 +3760,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3445,7 +3774,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3453,57 +3782,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3515,7 +3844,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3524,7 +3853,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3532,13 +3861,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3546,58 +3875,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "E-mail" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3606,25 +3935,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3634,7 +3963,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3642,20 +3971,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "Tabblad Vragen" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3668,7 +3997,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3676,7 +4005,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3685,7 +4014,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3698,7 +4027,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3706,7 +4035,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3715,48 +4044,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3765,37 +4094,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3803,24 +4132,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3830,26 +4159,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "Evenementen publiceren" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3857,7 +4185,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3865,14 +4193,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3880,11 +4208,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3892,737 +4220,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "Evenement essentials" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"Odoo Evenementen biedt evenementcoördinatoren een arsenaal aan planning-, " -"communicatie- en rapportagetools om een meeslepende en aantrekkelijke " -"ervaring voor klanten te creëren. Zo kunnen medewerkers evenementen maken en" -" publiceren op hun website, online tickets verkopen, tickets scannen met " -"Odoo Barcode, geautomatiseerde e-mails verzenden en gedetailleerde " -"rapportagegegevens genereren zodra het evenement registraties accepteert." - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "Kanban concepten en organisatie" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"Klik om te beginnen op de :guilabel:`Evenementen` applicatie op het " -"startdashboard en er verschijnt pijplijn met verschillende fases een kanban " -"weergave. Op elke evenementkaart staat essentiële informatie, zoals de datum" -" en het tijdstip van het evenement en het aantal verwachte (en bevestigde) " -"deelnemers." - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" -"Om een nieuwe fase te maken, klik op :guilabel:`Kolom toevoegen` en geef een" -" passende titel die het doel van de fase weergeeft." - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"Om de fases te reorganiseren, versleep ze gewoon tot ze in de juiste " -"volgorde staan. Fases kunnen ook worden “gevouwen” in de kanban voor een " -"duidelijke presentatie, via het menu :guilabel:`Instellingen` rechts van de " -"titel van elke fase, dat wordt weergegeven door een tandwielicoontje." - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" -"Het tandwielicoontje is standaard verborgen en verschijnt naast het " -":guilabel:`+` icoontje als er met de muis overheen wordt gegaan." - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" -"Als je erop klikt, verschijnt er een vervolgkeuzemenu met instellingen." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" -"Overzicht van de instellingen van een evenement in de kanban-weergave in " -"Odoo Evenementen." - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "Een nieuw evenement maken" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" -"Om een evenement te maken, klik op :guilabel:`Aanmaken` in het Evenementen-" -"dashboard. Odoo opent dan een leeg sjabloonformulier." - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" -"Voer in het formulier de benodigde velden in, door te kiezen uit bestaande " -"gegevens in de Odoo database of door nieuwe gegevens te maken en te " -"bewerken. De belangrijkste informatie om in te voeren voor een evenement is:" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr ":guilabel:`Naam evenement`: geef een titel aan het evenement." - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" -":guilabel:`Datum`: omvat de begin- en einddata/tijdstippen voor het " -"evenement." - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" -":guilabel:`Tijdzone`: omvat de tijdzone voor wanneer het evenement " -"plaatsvindt." - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" -":guilabel:`Sjabloon`: kies uit een kant-en-klaar evenementsjabloon of maak " -"een aangepast sjabloon en voer deze hier in." - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -":guilabel:`Labels`: voeg labels toe om kort aan te geven waar het evenement " -"voor is (bijv. `beurs`). Labels zijn nuttig om evenementkaarten beter te " -"organiseren in de kanban en bij het gebruik van zoekfilters tijdens " -"rapportageperiodes." - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" -":guilabel:`Organisator`: specificeer de organisator(en) van het evenement. " -"Dit veld is gebruikelijk het bedrijf dat eigenaar is van de Odoo database, " -"of een leverancier." - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" -":guilabel:`Verantwoordelijke`: geef de naam op van de contactpersoon die " -"verantwoordelijk is voor de organisatie van het evenement." - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" -":guilabel:`Website`: geef aan op welke Odoo website(s) het evenement " -"gepubliceerd moet worden." - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" -":guilabel:`Locatie`: geef hier de locatiegegevens op als het een nieuw " -"record is of kies een bestaande locatie." - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" -":guilabel:`Beperk registraties`: als deze optie is ingeschakeld, wordt het " -"aantal registraties beperkt tot een bepaald aantal deelnemers." - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" -":guilabel:`Automatische bevestiging`: als deze optie is ingeschakeld, wordt " -"het bevestigingsverzoek dat per e-mail naar de geregistreerde deelnemers " -"wordt verzonden overgeslaan en wordt de registratie automatisch bevestigd." - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"Zodra de velden in het evenementenformulier zijn ingesteld, ga naar de " -"tabbladen :guilabel:`Tickets` en :guilabel:`Communicatie` en optioneel het " -"tabblad :guilabel:`Vragen` als de registraties bijkomende informatie " -"vereisen." - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "Evenementtickets toevoegen en verkopen" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -"In het tabblad :guilabel:`Tickets`, voeg een regel toe voor elk soort " -"tickets dat het evenement wil aanbieden. Bepaal hier de prijs van het " -"ticket, de start- en einddata voor de registraties en het maximum aantal " -"tickets dat kan worden verkocht." - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" -"Als het verkopen van tickets niet nodig is voor het evenement, wordt " -"standaard een :guilabel:`Registratie` knop weergegeven op de pagina van het " -"evenement." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "Weergave van het tabblad Tickets in Odoo Evenementen." - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" -"Geautomatiseerde e-mails, sms'en en social media posts verzenden naar " -"deelnemers" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -"In het tabblad :guilabel:`Communicatie`, configureer gepersonaliseerde " -"e-mails, sms'en of social media posts om in contact te blijven met de " -"bezoekers van een evenement. Klik voor elke communicatie op :guilabel:`Regel" -" toevoegen` in het :guilabel:`Communicatie` formulier en kies (of maak) " -"vervolgens een communicatiesjabloon in het vervolgkeuzemenu in de kolom " -":guilabel:`Sjabloon`." - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"Bepaal vervolgens het :guilabel:`Interval` en de :guilabel:`Eenheid` van " -"tijd voor hoe vaak de communicatie moet worden verzonden; gebruik deze " -"tijdsvelden om de frequentie :guilabel:`Uren`, :guilabel:`Dagen`, " -":guilabel:`Weken`, of :guilabel:`Maanden` op te geven dat de communicatie " -"moet worden verzonden. Er is ook een optie om de communicatie `Direct` te " -"versturen nadat een specifieke :guilabel:`Trigger` is geactiveerd." - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"Bepaal in de laatste kolom de :guilabel:`Trigger` die controleert hoe en " -"wanneer de communicatie wordt verzonden. Voor deze actie kan je kiezen " -"tussen: :guilabel:`Voor het evenement`, :guilabel:`Na elke inschrijving`, of" -" :guilabel:`Na het evenement`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "Weergave van het tabblad Communicatie in Odoo Evenementen." - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "Een vragenlijst toevoegen aan registraties voor het evenement" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" -"De deelnemers een vragenlijst laten invullen bij het inschrijven voor het " -"evenement is een effectieve manier om van tevoren hun wensen, behoeften en " -"interesses te peilen. Vragenlijsten kunnen ook fungeren als informatieve " -"analysehulpmiddelen voor rapportageperiodes voor (of) na het evenement." - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"Om een vragenlijst te maken, ga vanuit de :guilabel:`Evenementen` applicatie" -" naar :menuselection:`Configuratie --> Instellingen` en activeer daar de " -"functie :guilabel:`Vragen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"Als de instelling is geactiveer, kunnen nu vragen en antwoorden worden " -"toegevoegd (en opgenomen) in het tabblad :guilabel:`Vragen` op het " -"evenementenformulier. Bepaal voor elke vraag of deze slechts één keer " -"gesteld moeten worden door het selectievakje :guilabel:`Één keer vragen per " -"order` aan te vinken of dat de vraag een :guilabel:`Verplicht antwoord` " -"vereist, waardoor de vraag verplicht wordt voor registratie." - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" -"Als het vakje :guilabel:`Één keer per order` is aangevinkt, wordt de " -"vragenlijst slechts één keer getoond bij de registratie van 3 deelnemers." - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"Je kan kiezen uit twee :guilabel:`Soorten vragen`: :guilabel:`Selectie` en " -":guilabel:`Tekstinvoer`. Het soort :guilabel:`Selectie` laat deelnemers toe " -"om een antwoord uit vooraf bepaalde opties te kiezen, die worden ingevoerd " -"in het tabblad :guilabel:`Antwoorden`. Het soort :guilabel:`Tekstinvoer` " -"laat deelnemers toe hun eigen antwoord op de vraag in een tekstvak te " -"schrijven." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" -"Weergave van het vragenformulier met de nadruk op de optie om een vraag toe " -"te voegen." - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "Interne notities registreren of instructies toevoegen" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" -"In het tabblad :guilabel:`Notities`, kan je een :guilabel:`Notitie` en/of " -":guilabel:`Ticket instructies` toevoegen." - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -"Onder :guilabel:`Notitite` kan je interne notities opgeven (zoals to-" -"dolijsten, contactgegevens, enz.) die het personeel kan raadplegen. In het " -"veld :guilabel:`Ticket instructies` kan je nuttige informatie voor personeel" -" en deelnemers opgeven (zoals routebeschrijving naar de locatie, " -"openings-/sluitingstijden, enz.)." - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "Weergave van het tabblad Notities in Odoo Evenementen." - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "Deelnemers voor het evenement uitnodigen" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" -"Om mensen voor een evenement uit te nodigen, klik op de knop " -":guilabel:`Uitnodigen` in de linkerbovenhoek van het formulier. " - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" -"In de uitnodigingssjabloon staan opties om de uitnodigingen per e-mail of " -"sms te versturen. Elk bericht kan worden aangepast en ontvangers kunnen " -"worden toegevoegd." - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"Het is verplicht om een :guilabel:`Onderwerp` regel voor de uitnodiging toe " -"te voegen, maar het veld :guilabel:`Voorbeeldtekst` is optioneel. De " -":guilabel:`Voorbeeldtekst` is een pakkende voorbeeldzin bedoeld om " -"ontvangers aan te sporen de e-mail te openen." - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" -"In de meeste gevallen wordt de :guilabel:`Voorbeeldtekst` weergegeven naast " -"het onderwerp. Laat dit veld leeg om ervoor te zorgen dat in plaats daarvan " -"de eerste karakters van de inhoud van de e-mail worden weergegeven." - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "Uitgenodigden selecteren en ontvangersfilters configureren" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"Zoek en klik in het midden van de uitnodiging op het veld " -":guilabel:`Ontvangers` om een vervolgkeuzelijst met ontvangersopties te " -"openen. Deze keuzes geven aan waar Odoo de gegevens van de gewenste " -"ontvangers zal vinden." - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"Zodra een optie uit dit menu is geselecteerd (bijv. :guilabel:`Sollicitant`," -" :guilabel:`Contact`, :guilabel:`Evenementinschrijving`, " -":guilabel:`Lead/verkoopkans`, enz.), zal Odoo de uitnodiging versturen naar " -"alle ontvangers die voldoen aan die initiële regel. Bijkomende regels kunnen" -" worden toegevoegd om de ontvangers te beperken door op :guilabel:`Filter " -"toevoegen` te klikken." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" -"Weergave van de knop Filter toevoegen onder het ontvangersveld in Odoo " -"Evenementen." - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -"Als je op :guilabel:`Filter toevoegen` klikt, verschijnen er drie velden, " -"opgemaakt als een vergelijking. Om de submenu-opties weer te geven, klik op " -"elk veld en maak de gewenste keuzes, totdat de gewenste configuratie is " -"bereikt. Het aantal :guilabel:`Records` die overeenkomen met de regel(s) " -"wordt rechts van het veld :guilabel:`Ontvangers` in groen weergegeven." - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"Rechts van elke regel staan de icoontjes :guilabel:`x`, :guilabel:`+`, en " -":guilabel:`...`. Het icoontje :guilabel:`x` verwijdert een specifieke node " -"(lijn) van de regel. Het ioontje :guilabel:`+` voegt een node (lijn) toe aan" -" de regel. En het icoontje :guilabel:`...` voegt een branch toe aan de node." -" Een branch betekent dat twee extra, ingesprongen subnodes worden toegevoegd" -" aan de regel, waardoor de regel erboven nog specifieker wordt." - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "Een aangepaste uitnodiging maken" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -"In het tabblad :guilabel:`Berichttekst` kan je kiezen uit een aantal vooraf " -"geconfigureerde berichtsjablonen. Selecteer de gewenste sjabloon en wijzig " -"elk element van de ontwerpdetails met behulp van Odoo's versleepbare " -"bouwblokken, die zich in de rechterzijbalk bevinden." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" -"Weergave van de versleebare bouwblokken die gebruikt worden om " -"uitnodigingsmails voor evenementen aan te passen." - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -"Het tabblad :guilabel:`Berichttekst` (en de verschillende sjablonen) zijn " -"enkel beschikbaar als je :guilabel:`E-mail` hebt geselecteerd voor de " -":guilabel:`Soort mailing`. Als je :guilabel:`SMS` hebt gekozen is er in " -"plaats daarvan een tabblad :guilabel:`SMS inhoud` (een lege tekstruimte) " -"beschikbaar." - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "Instellingen van de uitnodiging wijzigen" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" -"De opties in het tabblad :guilabel:`Instellingen` zijn verschillend, " -"afhankelijk van het gekozen :guilabel:`Soort mailing`." - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -"Als je :guilabel:`E-mail` hebt geselecteerd als :guilabel:`Soort mailing`, " -"kan een werknemer worden gekozen als :guilabel:`Verantwoordelijke`, wat " -"betekent dat die persoon verantwoordelijk is voor deze specifieke " -"uitnodiging. Je kan hier ook :guilabel:`Verzenden van` en " -":guilabel:`Antwoorden aan` e-mailaliassen kiezen." - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" -"Als er specifieke documenten nodig (of nuttig) zijn voor deze uitnodiging, " -"kunnen deze worden meegestuurd met deze e-mail, door op :guilabel:`BIJLAGE " -"TOEVOEGEN` te klikken en het/de betreffende document(en) toe te voegen." - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -"Als je :guilabel:`SMS` hebt gekozen als :guilabel:`Soort mailing`, kan een " -":guilabel:`Verantwoordelijke` worden gekozen en is er de mogelijkheid om een" -" :guilabel:`Opt-out link toe te voegen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "Uitnodigingen voor evenementen naar ontvangers sturen" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -"Als je :guilabel:`E-mail` hebt geselecteerd als :guilabel:`Soort mailing`, " -"zijn er drie opties om de uitnodiging te versturen: :guilabel:`Verzenden`, " -":guilabel:`Inplannen`, en :guilabel:`Testen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -"De optie :guilabel:`Verzenden` verstuurt de uitnodiging meteen. De optie " -":guilabel:`Inplannen` opent een pop-upvenster waarin je een datum/tijdstip " -"kan kiezen waarop de e-mail moet worden verzonden. De optie " -":guilabel:`Testen` opent een pop-upvenster :guilabel:`Test mailing`, waar " -"specifieke e-mailadressen voor ontvangers kunnen worden ingevoerd zodat Odoo" -" hen de huidige versie van de mailing ter controle kan sturen voordat het " -"officieel wordt verzonden naar potentiële deelnemers aan het evenement." - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -"Als je :guilabel:`SMS` hebt geselecteerd als :guilabel:`Soort mailing`, zijn" -" er vier opties om de uitnodiging te versturen: :guilabel:`In wachtrij " -"plaatsen`, :guilabel:`Nu verzenden`, :guilabel:`Inplannen`, en " -":guilabel:`Testen`." - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -"De optie :guilabel:`In wachtrij plaatsen` plant een sms-bericht naar alle " -"ontvangers (die voldoen aan de aangewezen regels, als die er zijn) in de " -"nabije toekomst. Als je op :guilabel:`In wachtrij plaatsen` klikt, " -"verschijnt er een pop-upvenster dat je moet bevestigen. Na bevestiging " -"verschijnt er een blauwe banner op het uitnodigingsformulier, wat aangeeft " -"dat de sms later op de dag zal worden verstuurd." - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -"De opties :guilabel:`Nu verzenden`, :guilabel:`Inplannen`, en " -":guilabel:`Testen` werken op dezelfde manier voor beide :guilabel:`Soorten " -"mailing`." - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" -"Weergave van een websitepagina en de optie om het evenement te publiceren in" -" Odoo Evenementen." - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -5033,114 +4655,109 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "Tickets verkopen" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -"Maak verschillende soorten tickets (met verschillende prijszettingen) " -"waaruit potentiële deelnemers kunnen kiezen, rechtstreeks op het " -"evenementformulier, onder het tabblad :guilabel:`Tickets`. Odoo " -"vereenvoudigt de aankoop van tickets door een groot aantal betaalmethodes " -"voor te stellen." -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Configuratie" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"Om evenementtickets te kunnen maken (en verkopen), ga eerst naar " -":menuselection:`Configuratie --> Instellingen` en activeer de functies " -":guilabel:`Tickets` en :guilabel:`Online ticketing`." -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -"Met de functie :guilabel:`Tickets`, kan je tickets verkopen voor een " -"evenement." -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -"Met de functie :guilabel:`Online ticketing`, kan je tickets op je website " -"verkopen." -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" -"Als deze opties *niet* zijn geactiveerd, is standaard een " -":guilabel:`Inschrijven` knop beschikbaar om gratis te kunnen registreren." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "Weergave van de instellingenpagina voor Odoo Evenementen." -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "Tickets verkopen via verkooporders" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -"Kies in de :guilabel:`Verkoop` applicatie een vooraf gemaakte " -"Evenementregistratie (alsof het een product is) en voeg deze toe als een " -"productregel. Bij het toevoegen van de registratie, verschijnt er een pop-" -"upvenster, waarin je een specifiek evenement (en soort ticket) kan kiezen. " -"Dat specifiek evenementticket wordt dan aan de verkooporder gekoppeld." -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"Weergave van een verkooporder en de optie om het specifiek evenement te " -"kiezen in Odoo Evenementen." -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -"Evenementen waarvoor de tickets die online of via verkooporders worden " -"verkocht, hebben een snelkoppeling met een :guilabel:`Slimme knop Verkoop`, " -"die zich bovenaan het formulier bevindt (in de :guilabel:`Evenementen` " -"applicatie)." -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" -"Als je op de :guilabel:`Slimme knop Verkoop` klikt, verschijnt er een pagina" -" met alle verkooporders gekoppeld aan dat evenement." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." @@ -5148,47 +4765,144 @@ msgstr "" "Weergave van een evenementformulier en de slimme knop Verkoop in Odoo " "Evenementen." +#: ../../content/applications/marketing/events/sell_tickets.rst:64 +msgid "" +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 +msgid "" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" + #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -"Weergave van een evenementformulier met de nadruk op de productkolom onder het tabblad tickets in\n" -"Odoo Evenementen." -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "Tickets verkopen via de website" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:86 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." msgstr "" -"Met tickets die via de website worden gekocht, is het proces vergelijkbaar " -"met het maken van een :guilabel:`Verkooporder` met een specifiek product " -":guilabel:`Registratie`. Tickets worden hier toegevoegd aan een virtueel " -"winkelmandje en de transactie kan worden voltooid zoals gebruikelijk - met " -"behulp van een vooraf geconfigureerde betaalmethode op de website." -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:91 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." msgstr "" -"De voltooide aankoop maakt automatisch een :guilabel:`Verkooporder` aan, die" -" eenvoudig kan worden geraadpleegd in de back-end van de database." #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "Weergave van een transactie op de website voor Odoo Evenementen." +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "Presentaties bijhouden en beheren" +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -5659,6 +5373,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "Campagnesjablonen" @@ -5676,7 +5391,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5699,7 +5415,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5740,31 +5458,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5772,75 +5491,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Records" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Deelnemers" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Workflow" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Activiteiten" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5848,98 +5567,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Rapportages" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Dubbele aanmelding" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -10340,7 +10341,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -11020,7 +11021,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -11121,14 +11122,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -11163,11 +11164,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -11180,7 +11181,7 @@ msgid "Add a section" msgstr "Voeg een sectie toe" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -11190,7 +11191,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -11204,7 +11205,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -11213,7 +11214,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -11224,7 +11225,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "Tabblad Opties" @@ -11504,32 +11505,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "Tabblad Omschrijving" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -11540,11 +11545,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -11558,7 +11563,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -11567,7 +11572,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -11576,7 +11581,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -11585,7 +11590,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -11593,14 +11598,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -11609,26 +11614,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -11637,11 +11642,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -11717,7 +11722,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -12013,6 +12018,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "Vragen maken" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "Kies uit de volgende :guilabel:`Soorten vragen`:" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "Enquêtes beoordelen" @@ -12153,547 +12702,3 @@ msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" "Voorbeeld van hoe een badge eruit ziet op het eLearningsgedeelte van de " "website." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "Vragen maken" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "Kies uit de volgende :guilabel:`Soorten vragen`:" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/nl/LC_MESSAGES/productivity.po b/locale/nl/LC_MESSAGES/productivity.po index b2c51d809..cc0e27f6c 100644 --- a/locale/nl/LC_MESSAGES/productivity.po +++ b/locale/nl/LC_MESSAGES/productivity.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-04-30 09:16+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -1117,7 +1117,7 @@ msgstr "" msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1126,17 +1126,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1144,22 +1144,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1167,7 +1167,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1178,11 +1178,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "Voeg volgers toe" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1190,13 +1190,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1204,53 +1204,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1258,35 +1257,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1294,7 +1293,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1302,7 +1301,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1311,7 +1310,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1319,11 +1318,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1331,7 +1330,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1340,19 +1339,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1366,31 +1365,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1398,129 +1397,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "Zoek berichten" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1528,7 +1527,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1536,26 +1535,26 @@ msgid "" "Activity Types`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1563,50 +1562,50 @@ msgid "" "day on the calendar in the :guilabel:`Due Date` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1616,17 +1615,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1635,7 +1634,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1647,31 +1646,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "Voeg bestanden toe" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1679,27 +1678,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1707,51 +1705,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "Integraties" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1760,7 +1758,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1771,61 +1769,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -2221,15 +2219,15 @@ msgstr "" #: ../../content/applications/productivity/documents.rst:36 msgid "" -"If you select a new workspace, existing documents aren't moved. Only newly " +"If you select a new workspace, existing documents are not moved. Only newly " "created documents will be found under the new workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:40 +#: ../../content/applications/productivity/documents.rst:42 msgid "Workspaces" msgstr "Werkruimtes" -#: ../../content/applications/productivity/documents.rst:42 +#: ../../content/applications/productivity/documents.rst:44 msgid "" "Workspaces are hierarchical folders having their own set of tags and " ":ref:`actions `. Default workspaces exist, but " @@ -2238,56 +2236,80 @@ msgid "" " fill in the following information:" msgstr "" -#: ../../content/applications/productivity/documents.rst:47 +#: ../../content/applications/productivity/documents.rst:49 msgid ":guilabel:`Name`" msgstr "" -#: ../../content/applications/productivity/documents.rst:48 +#: ../../content/applications/productivity/documents.rst:50 msgid "" ":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select " "its :guilabel:`Parent Workspace`" msgstr "" -#: ../../content/applications/productivity/documents.rst:52 +#: ../../content/applications/productivity/documents.rst:54 #: ../../content/applications/productivity/sign.rst:236 msgid "Tags" msgstr "Labels" -#: ../../content/applications/productivity/documents.rst:54 +#: ../../content/applications/productivity/documents.rst:56 msgid "" "Tags are used within workspaces to add a level of differentiation between " "documents. They are organized per category, and filters can be used to sort " "them." msgstr "" -#: ../../content/applications/productivity/documents.rst:57 +#: ../../content/applications/productivity/documents.rst:59 msgid "" "Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a " "line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags." msgstr "" -#: ../../content/applications/productivity/documents.rst:61 +#: ../../content/applications/productivity/documents.rst:63 msgid "" "The tags of a parent workspace apply to the child workspaces automatically;" msgstr "" -#: ../../content/applications/productivity/documents.rst:62 +#: ../../content/applications/productivity/documents.rst:64 msgid "" "Tags can be created and modified by going to :menuselection:`Configuration " "--> Tags`;" msgstr "" -#: ../../content/applications/productivity/documents.rst:63 +#: ../../content/applications/productivity/documents.rst:65 msgid "" "Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` " "on the left menu." msgstr "" -#: ../../content/applications/productivity/documents.rst:66 +#: ../../content/applications/productivity/documents.rst:67 +msgid "" +"An **email alias** can be used to automatically send received documents to a" +" specific workspace based on the tag assigned. To create an email alias:" +msgstr "" + +#: ../../content/applications/productivity/documents.rst:70 +msgid "" +"Select the tag and the corresponding workspace where the document should be " +"directed in the left column of your dashboard." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:73 +msgid "" +"Next to the :guilabel:`Upload` button, click the down arrow, and then click " +":guilabel:`Share`." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:75 +msgid "" +"In the new window, click :guilabel:`Download and Upload` and enter the email" +" alias where documents should be sent." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:79 msgid "Access rights" msgstr "" -#: ../../content/applications/productivity/documents.rst:68 +#: ../../content/applications/productivity/documents.rst:81 msgid "" "To manage your workspace access rights, go to :menuselection:`Documents --> " "Configuration --> Workspaces`, open the workspace you want to edit, and go " @@ -2296,18 +2318,18 @@ msgid "" ":guilabel:`Read Groups` that can only view the workspace's documents." msgstr "" -#: ../../content/applications/productivity/documents.rst:74 +#: ../../content/applications/productivity/documents.rst:87 msgid "Description" msgstr "Omschrijving" -#: ../../content/applications/productivity/documents.rst:76 +#: ../../content/applications/productivity/documents.rst:89 msgid "" "You can add descriptive information to your workspace by going to " ":menuselection:`Documents --> Configuration --> Workspaces`, opening the " "workspace you want to describe and going to the :guilabel:`Description` tab." msgstr "" -#: ../../content/applications/productivity/documents.rst:81 +#: ../../content/applications/productivity/documents.rst:94 msgid "" "Workspaces can also be created and edited by clicking the gear icon " ":guilabel:`⚙` on the left menu." @@ -2317,40 +2339,39 @@ msgstr "" msgid "Create sub-workspaces from the left menu" msgstr "" -#: ../../content/applications/productivity/documents.rst:88 +#: ../../content/applications/productivity/documents.rst:101 msgid "Documents management" msgstr "Documentbeheer" -#: ../../content/applications/productivity/documents.rst:90 +#: ../../content/applications/productivity/documents.rst:103 msgid "" "When selecting or opening a document, the right panel displays different " "options. On the top, additional options might be available: " ":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " ":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " -":guilabel:`Open chatter` or :guilabel:`Archive` the document." +":guilabel:`Open chatter` or use the :guilabel:`Move to trash` option." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "right panel options" msgstr "" -#: ../../content/applications/productivity/documents.rst:99 +#: ../../content/applications/productivity/documents.rst:112 msgid "" -"Then, you can modify the name of your file by clicking on " -":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " -"assigned. The related :guilabel:`Workspace` can be modified and it is " -"possible to access the related :guilabel:`Journal Entry` or add " -":guilabel:`Tags`." +"Then, you can modify the name of your file by clicking on :guilabel:`Name`. " +"A :guilabel:`Contact` or an :guilabel:`Owner` can be assigned. The related " +":guilabel:`Workspace` can be modified and it is possible to access the " +"related :guilabel:`Journal Entry` or add :guilabel:`Tags`." msgstr "" -#: ../../content/applications/productivity/documents.rst:105 +#: ../../content/applications/productivity/documents.rst:117 msgid "" "The :guilabel:`Contact` is the person related to the document and assigned " "to it. He can only view the document and not modify it. I.e.: an existing " "supplier in your database is the contact for their bill." msgstr "" -#: ../../content/applications/productivity/documents.rst:108 +#: ../../content/applications/productivity/documents.rst:120 msgid "" "The person who creates a document is, by default :guilabel:`Owner` of it and" " has complete rights to it. It is possible to replace the owner of a " @@ -2358,24 +2379,24 @@ msgid "" " in \"My Profile\"." msgstr "" -#: ../../content/applications/productivity/documents.rst:112 +#: ../../content/applications/productivity/documents.rst:124 msgid "" "Different :ref:`Actions ` are available at the " "bottom of the right panel, depending on the workspace where your document is" " stored." msgstr "" -#: ../../content/applications/productivity/documents.rst:116 +#: ../../content/applications/productivity/documents.rst:128 msgid "Split PDF documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:118 +#: ../../content/applications/productivity/documents.rst:130 msgid "" "Select the PDF you want to split, and click the scissors icon. A new view " "displays all the pages of the document." msgstr "" -#: ../../content/applications/productivity/documents.rst:121 +#: ../../content/applications/productivity/documents.rst:133 msgid "" "By default, each page of the document will be split when clicking " ":guilabel:`Split`. To remove a split between two pages, click on the " @@ -2386,34 +2407,34 @@ msgstr "" msgid "split your documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:128 +#: ../../content/applications/productivity/documents.rst:140 msgid "" "To merge documents from your dashboard, select them and click the scissors " "icon. Click on the scissors between the two documents and click " ":guilabel:`Split` to merge the documents." msgstr "" -#: ../../content/applications/productivity/documents.rst:132 +#: ../../content/applications/productivity/documents.rst:144 msgid "Additional features" msgstr "" -#: ../../content/applications/productivity/documents.rst:134 +#: ../../content/applications/productivity/documents.rst:146 msgid "" "Select a workspace and click the arrow next to the :guilabel:`Upload` button" " to access additional features:" msgstr "" -#: ../../content/applications/productivity/documents.rst:138 +#: ../../content/applications/productivity/documents.rst:150 msgid "Request" msgstr "Verzoek" -#: ../../content/applications/productivity/documents.rst:140 +#: ../../content/applications/productivity/documents.rst:152 msgid "" "You can create \"missing documents\" and organize them as documents, to " "remind users to download them." msgstr "" -#: ../../content/applications/productivity/documents.rst:142 +#: ../../content/applications/productivity/documents.rst:154 msgid "" "Select the workspace where the file should be stored, click " ":guilabel:`Upload`, then :guilabel:`Request`. Add the :guilabel:`Document " @@ -2425,24 +2446,24 @@ msgid "" "the workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:149 +#: ../../content/applications/productivity/documents.rst:161 msgid "When your document is available, click the placeholder to upload it." msgstr "" -#: ../../content/applications/productivity/documents.rst:151 +#: ../../content/applications/productivity/documents.rst:163 msgid "" "You can see all missing documents by going to the **Activity** view and to " "the :guilabel:`Requested Document` column." msgstr "" -#: ../../content/applications/productivity/documents.rst:155 +#: ../../content/applications/productivity/documents.rst:167 msgid "" "From the :guilabel:`Activity` view, you can send a **reminder email** to " "users from whom you are expecting a document. Go to the :guilabel:`Requested" " Document` column, click on ⋮ and :guilabel:`Document Request: Reminder`." msgstr "" -#: ../../content/applications/productivity/documents.rst:159 +#: ../../content/applications/productivity/documents.rst:171 msgid "" "Click on a date to see the details of a specific request. You can update it " "by clicking on the pen icon, :guilabel:`Preview` the content of the reminder" @@ -2453,27 +2474,27 @@ msgstr "" msgid "send a reminder email from the Activity view" msgstr "" -#: ../../content/applications/productivity/documents.rst:167 +#: ../../content/applications/productivity/documents.rst:179 msgid "Add a link" msgstr "Link toevoegen" -#: ../../content/applications/productivity/documents.rst:169 +#: ../../content/applications/productivity/documents.rst:181 msgid "" "To add a link to your documents dashboard, click on :guilabel:`Add a Link`, " "enter the :guilabel:`URL`, and :guilabel:`Name` it." msgstr "" -#: ../../content/applications/productivity/documents.rst:173 +#: ../../content/applications/productivity/documents.rst:185 msgid "Share" msgstr "Delen" -#: ../../content/applications/productivity/documents.rst:175 +#: ../../content/applications/productivity/documents.rst:187 msgid "" "You can create a share link to a document or all documents of a workspace. " "It allows anyone to download the file(s) or upload files to a workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:178 +#: ../../content/applications/productivity/documents.rst:190 msgid "" "To do so, select the workspace or the document and click the arrow next to " "the :guilabel:`Upload` button then :guilabel:`Share`. On the pop-up, the " @@ -2485,28 +2506,28 @@ msgid "" "Upload`." msgstr "" -#: ../../content/applications/productivity/documents.rst:186 +#: ../../content/applications/productivity/documents.rst:198 msgid "" "It is possible to only share one or more documents (without their workspace)" " by selecting them and clicking :guilabel:`Share`." msgstr "" -#: ../../content/applications/productivity/documents.rst:190 +#: ../../content/applications/productivity/documents.rst:202 msgid "New spreadsheet" msgstr "Nieuwe spreadsheet" -#: ../../content/applications/productivity/documents.rst:192 +#: ../../content/applications/productivity/documents.rst:204 msgid "" "To create a new :doc:`spreadsheet `, click :guilabel:`New " "Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an " ":doc:`existing template `." msgstr "" -#: ../../content/applications/productivity/documents.rst:198 +#: ../../content/applications/productivity/documents.rst:210 msgid "Workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:200 +#: ../../content/applications/productivity/documents.rst:212 msgid "" "Workflow actions help manage documents and overall business operations. " "These are automated actions that can be created and customized for each " @@ -2514,33 +2535,33 @@ msgid "" " add tags to a document, and process bills." msgstr "" -#: ../../content/applications/productivity/documents.rst:204 +#: ../../content/applications/productivity/documents.rst:216 msgid "" "These workflow actions appear on the right panel when a document meets the " "set criteria." msgstr "" -#: ../../content/applications/productivity/documents.rst:207 +#: ../../content/applications/productivity/documents.rst:219 msgid "Create workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:209 +#: ../../content/applications/productivity/documents.rst:221 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " "Configuration --> Actions` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/productivity/documents.rst:213 +#: ../../content/applications/productivity/documents.rst:225 msgid "" "An action applies to all **sub-workspaces** under the :guilabel:`Related " "Workspace` you selected." msgstr "" -#: ../../content/applications/productivity/documents.rst:216 +#: ../../content/applications/productivity/documents.rst:228 msgid "Set the conditions" msgstr "" -#: ../../content/applications/productivity/documents.rst:218 +#: ../../content/applications/productivity/documents.rst:230 msgid "" "You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." " You can define the :guilabel:`Action Name` and then set the conditions that" @@ -2548,23 +2569,23 @@ msgid "" "side panel when selecting a file." msgstr "" -#: ../../content/applications/productivity/documents.rst:222 +#: ../../content/applications/productivity/documents.rst:234 msgid "There are three basic types of conditions you can set:" msgstr "" -#: ../../content/applications/productivity/documents.rst:224 +#: ../../content/applications/productivity/documents.rst:236 msgid "" ":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does " -"not contain` conditions, meaning the files *must have* or *mustn't have* the" -" tags set here." +"not contain` conditions, meaning the files *must have* or *must not have* " +"the tags set here." msgstr "" -#: ../../content/applications/productivity/documents.rst:227 +#: ../../content/applications/productivity/documents.rst:239 msgid "" ":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" -#: ../../content/applications/productivity/documents.rst:229 +#: ../../content/applications/productivity/documents.rst:241 msgid "" ":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" @@ -2573,23 +2594,23 @@ msgstr "" msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:235 +#: ../../content/applications/productivity/documents.rst:247 msgid "" -"If you don't set any conditions, the action button appears for all files " +"If you do not set any conditions, the action button appears for all files " "inside the selected workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:239 +#: ../../content/applications/productivity/documents.rst:251 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/productivity/documents.rst:242 +#: ../../content/applications/productivity/documents.rst:254 msgid "" "It is recommended to have some knowledge of Odoo development to configure " "*Domain* filters properly." msgstr "" -#: ../../content/applications/productivity/documents.rst:245 +#: ../../content/applications/productivity/documents.rst:257 msgid "" "The :ref:`developer mode ` needs to be activated to access " "the :guilabel:`Domain` condition from the :guilabel:`Actions` tab. Once " @@ -2597,7 +2618,7 @@ msgid "" "condition`." msgstr "" -#: ../../content/applications/productivity/documents.rst:249 +#: ../../content/applications/productivity/documents.rst:261 msgid "" "To create a rule, you typically select a :guilabel:`field`, an " ":guilabel:`operator`, and a :guilabel:`value`. For example, if you want to " @@ -2610,7 +2631,7 @@ msgstr "" msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:257 +#: ../../content/applications/productivity/documents.rst:269 msgid "" "Click :guilabel:`Add New Rule` (plus icon) and :guilabel:`Add branch` to add" " conditions and sub-conditions. You can then specify if your rule should " @@ -2618,114 +2639,114 @@ msgid "" "rule directly using the :guilabel:`Code editor`." msgstr "" -#: ../../content/applications/productivity/documents.rst:262 +#: ../../content/applications/productivity/documents.rst:274 msgid "Configure the actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:264 +#: ../../content/applications/productivity/documents.rst:276 msgid "" "Select the :guilabel:`Actions` tab to set up your action. You can " "simultaneously:" msgstr "" -#: ../../content/applications/productivity/documents.rst:266 +#: ../../content/applications/productivity/documents.rst:278 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" -#: ../../content/applications/productivity/documents.rst:267 +#: ../../content/applications/productivity/documents.rst:279 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" -#: ../../content/applications/productivity/documents.rst:268 +#: ../../content/applications/productivity/documents.rst:280 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:269 +#: ../../content/applications/productivity/documents.rst:281 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" -#: ../../content/applications/productivity/documents.rst:271 +#: ../../content/applications/productivity/documents.rst:283 msgid "" "**Link to record**: link the document to a record (i.e. link to a vehicle in" " Fleet);" msgstr "" -#: ../../content/applications/productivity/documents.rst:272 +#: ../../content/applications/productivity/documents.rst:284 msgid "**Product template**: create a product you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:273 +#: ../../content/applications/productivity/documents.rst:285 msgid "**Task**: create a Project task you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:274 +#: ../../content/applications/productivity/documents.rst:286 msgid "**Signature PDF template**: create a new Sign template to send out;" msgstr "" -#: ../../content/applications/productivity/documents.rst:275 +#: ../../content/applications/productivity/documents.rst:287 msgid "**PDF to sign**: create a PDF to sign;" msgstr "" -#: ../../content/applications/productivity/documents.rst:276 +#: ../../content/applications/productivity/documents.rst:288 msgid "**Applicant**: create a new HR application you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:277 +#: ../../content/applications/productivity/documents.rst:289 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content;" msgstr "" -#: ../../content/applications/productivity/documents.rst:279 +#: ../../content/applications/productivity/documents.rst:291 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:281 +#: ../../content/applications/productivity/documents.rst:293 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:283 +#: ../../content/applications/productivity/documents.rst:295 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:285 +#: ../../content/applications/productivity/documents.rst:297 msgid "" "**Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous " "Operations` in Accounting;" msgstr "" -#: ../../content/applications/productivity/documents.rst:287 +#: ../../content/applications/productivity/documents.rst:299 msgid "**Bank Statement**: create a Bank Statement in Finance;" msgstr "" -#: ../../content/applications/productivity/documents.rst:288 +#: ../../content/applications/productivity/documents.rst:300 msgid "" "**Expense**: create an expense automatically based on a file's content." msgstr "" -#: ../../content/applications/productivity/documents.rst:290 -msgid "**Set Tags**: add, remove, and replace any number of tags." +#: ../../content/applications/productivity/documents.rst:302 +msgid "**Set Tags**: add, remove, and replace any number of tags;" msgstr "" -#: ../../content/applications/productivity/documents.rst:291 +#: ../../content/applications/productivity/documents.rst:303 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" -" done." +" done;" msgstr "" -#: ../../content/applications/productivity/documents.rst:292 +#: ../../content/applications/productivity/documents.rst:304 msgid "" "**Activities - Schedule Activity**: create a new activity linked to the file" " as configured in the action. You can choose to set the activity on the " @@ -2736,11 +2757,11 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:299 +#: ../../content/applications/productivity/documents.rst:311 msgid "Digitize documents with AI and optical character recognition (OCR)" msgstr "" -#: ../../content/applications/productivity/documents.rst:301 +#: ../../content/applications/productivity/documents.rst:313 msgid "" "Documents available in the Finance workspace can be digitized. Select the " "document to digitize, click :guilabel:`Create Bill`, :guilabel:`Create " @@ -2748,7 +2769,7 @@ msgid "" ":guilabel:`Send for Digitization`." msgstr "" -#: ../../content/applications/productivity/documents.rst:306 +#: ../../content/applications/productivity/documents.rst:318 msgid "" ":doc:`AI-powered document digitization " "<../finance/accounting/vendor_bills/invoice_digitization>`" @@ -8144,14 +8165,10 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" -"Om deze service te gebruiken, `neemt u contact op met Axivox " -"`_ om een account te openen. Controleer " -"voordat u dit doet of Axivox het gebied van het bedrijf bestrijkt, samen met" -" de gebieden die de gebruikers van het bedrijf willen bellen." #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 msgid "" diff --git a/locale/nl/LC_MESSAGES/sales.po b/locale/nl/LC_MESSAGES/sales.po index 79d9be784..ee1e9741f 100644 --- a/locale/nl/LC_MESSAGES/sales.po +++ b/locale/nl/LC_MESSAGES/sales.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -67,7 +67,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -83,7 +84,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1570,7 +1571,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2564,6 +2565,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2751,6 +2753,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Pijplijnanalyse" @@ -4965,6 +5134,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4975,20 +5182,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -4996,7 +5203,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5007,49 +5214,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5058,35 +5265,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5098,11 +5305,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5110,17 +5317,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5128,7 +5335,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5139,7 +5346,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5147,11 +5354,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5159,7 +5366,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5168,34 +5375,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5208,7 +5415,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5216,7 +5423,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5226,7 +5433,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5621,6 +5828,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Resellers" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6424,64 +6869,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7334,6 +7775,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7357,6 +7799,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7889,39 +8332,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8213,6 +8660,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Kortingen" @@ -8888,7 +9336,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9068,19 +9516,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Een ticket opnieuw afdrukken" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9092,32 +9540,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Facturen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9129,43 +9577,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9175,23 +9623,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9205,7 +9653,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13270,7 +13718,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13859,23 +14307,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13888,7 +14390,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13901,14 +14403,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13920,14 +14422,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13935,7 +14437,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13943,7 +14445,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13954,7 +14456,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -13967,7 +14469,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -13975,12 +14477,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16495,7 +16997,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16971,13 +17473,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -16986,7 +17540,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -16995,13 +17549,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17013,35 +17567,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17049,7 +17603,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17058,7 +17612,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17066,14 +17620,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17087,7 +17641,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17095,29 +17649,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17129,47 +17683,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Voorwaarden" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17177,31 +17731,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17633,7 +18187,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18071,11 +18625,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18086,24 +18640,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18112,7 +18765,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18120,20 +18773,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18141,110 +18794,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18252,7 +18818,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18265,7 +18831,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18277,26 +18843,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18304,7 +18870,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18313,7 +18879,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18323,14 +18889,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18338,7 +18904,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18346,28 +18912,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18380,19 +18946,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18404,14 +18970,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18419,11 +18985,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18437,7 +19003,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18450,57 +19016,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Impact van varianten" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19094,7 +19660,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19225,7 +19791,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19242,7 +19808,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19273,7 +19839,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19294,7 +19860,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20250,7 +20816,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20258,19 +20824,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20279,13 +20853,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20293,24 +20867,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20318,7 +20892,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20329,7 +20903,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20337,63 +20911,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "Gebruik offerte sjablonen" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20403,7 +20977,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20414,7 +20988,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20422,13 +20996,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/nl/LC_MESSAGES/websites.po b/locale/nl/LC_MESSAGES/websites.po index b04dd7ebf..7b8dc81c8 100644 --- a/locale/nl/LC_MESSAGES/websites.po +++ b/locale/nl/LC_MESSAGES/websites.po @@ -11,15 +11,16 @@ # Jolien De Paepe, 2024 # Erwin van der Ploeg , 2024 # Wil Odoo, 2024 +# Manon Rondou, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Manon Rondou, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -762,7 +763,7 @@ msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Configuratie" @@ -876,13 +877,11 @@ msgid "" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -904,33 +903,33 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -940,11 +939,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1343,6 +1342,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -6037,7 +6046,7 @@ msgstr "" #: ../../content/applications/websites/livechat/responses.rst:161 msgid "Canned responses" -msgstr "" +msgstr "Standaardantwoorden" #: ../../content/applications/websites/livechat/responses.rst:163 msgid "" @@ -6470,132 +6479,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/pl/LC_MESSAGES/essentials.po b/locale/pl/LC_MESSAGES/essentials.po index 817277b70..4a31af1bc 100644 --- a/locale/pl/LC_MESSAGES/essentials.po +++ b/locale/pl/LC_MESSAGES/essentials.po @@ -11,7 +11,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -29,56 +29,55 @@ msgstr "" msgid "Activities" msgstr "Czynności" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 -msgid "Schedule activities" +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 +msgid "Schedule activities" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -86,15 +85,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Rozmowa" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -106,28 +105,24 @@ msgstr "" msgid "New activity type form." msgstr "" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -137,97 +132,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Widok listy" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -235,11 +230,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -248,12 +243,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -261,86 +256,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -348,7 +335,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -358,23 +345,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -383,14 +370,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -402,11 +389,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -414,18 +401,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -434,26 +421,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -464,11 +451,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -480,88 +467,96 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -569,13 +564,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -583,40 +578,40 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -624,13 +619,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -638,19 +633,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -658,7 +653,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -669,14 +664,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Kontakty" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Nazwa" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Adres" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" diff --git a/locale/pl/LC_MESSAGES/finance.po b/locale/pl/LC_MESSAGES/finance.po index f034e7282..bb8ab7438 100644 --- a/locale/pl/LC_MESSAGES/finance.po +++ b/locale/pl/LC_MESSAGES/finance.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -77,7 +77,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -96,11 +96,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -109,11 +110,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -124,28 +125,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -154,186 +155,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Raportowanie" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Wyciąg" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Bilans" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Raport podatkowy" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Audyt" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Bilans próbny" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Kontrahent" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Zarządzanie" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -341,31 +344,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -373,34 +376,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -604,10 +607,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2696,6 +2701,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Podatki" @@ -4059,7 +4065,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -5850,7 +5856,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6399,8 +6405,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6747,6 +6753,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Plan kont" @@ -6773,11 +6780,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6787,98 +6794,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Typ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Raport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Kategoria" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Typy kont" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Bilans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Środki" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Należności" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank i gotówka" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6886,147 +6893,147 @@ msgstr "Bank i gotówka" msgid "Current Assets" msgstr "Bieżące aktywa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Aktywa trwałe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Przedpłaty" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Środki trwałe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Zobowiązania" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Zobowiązania" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Karta kredytowa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Bieżące pasywa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Zobowiązania długoterminowe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Kapitał własny" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Zarobki bieżącego roku" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Zysk i strata" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Dochód" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Inny przychód" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Wydatek" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Amortyzacja" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Koszt przychodu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Inne" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Arkusz pozabilansowy" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Tagi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Grupy kont" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7036,17 +7043,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7060,7 +7067,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7071,17 +7078,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7089,7 +7096,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7100,11 +7107,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Zdezaktualizowane" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7112,29 +7119,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7453,7 +7460,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Uzgodnienie wyciągu" @@ -7931,11 +7938,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -7947,7 +7954,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -7958,33 +7965,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -7992,11 +7999,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8005,11 +8012,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8021,17 +8028,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8043,19 +8050,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8070,18 +8077,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8096,11 +8103,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8116,11 +8123,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9235,6 +9242,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Stany Zjednoczone" @@ -9673,52 +9681,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Zyski i straty" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Podsumowanie" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9726,56 +9734,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9783,11 +9791,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Księga główna" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -9796,44 +9804,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Wiekowane płatności" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Wiekowane należności" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Raport z przepływu środków pieniężnych" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Raport podatku" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -12825,6 +12833,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17536,6 +17544,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19507,6 +19516,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19658,6 +19668,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20378,6 +20389,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Wynagrodzenie" @@ -22087,6 +22099,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22104,6 +22117,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23310,6 +23324,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -28921,7 +28936,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Szablon" @@ -31860,7 +31875,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -31871,7 +31900,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -31883,7 +31912,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -31891,7 +31920,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -31901,7 +31930,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -31917,7 +31946,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -31928,17 +31957,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -31951,20 +31980,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -31972,7 +32001,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -31987,26 +32016,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32017,7 +32046,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32028,7 +32057,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32037,15 +32066,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32057,23 +32086,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33445,196 +33474,649 @@ msgstr "Kenia" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Fakturowanie" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -33837,6 +34319,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Wymagania" @@ -36822,6 +37305,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -39604,6 +40088,1424 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Umowy z pracownikami" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Tworzenie płatności zbiorczej" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" +"Wszystkie płatności w partii muszą korzystać z tej samej metody płatności." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Wietnam" @@ -40989,17 +42891,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41011,48 +42913,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41067,46 +42969,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41116,32 +43018,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41149,25 +43051,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41177,41 +43079,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41219,7 +43121,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/pl/LC_MESSAGES/hr.po b/locale/pl/LC_MESSAGES/hr.po index e86856430..e09972549 100644 --- a/locale/pl/LC_MESSAGES/hr.po +++ b/locale/pl/LC_MESSAGES/hr.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -654,7 +654,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -715,7 +715,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -868,142 +868,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Raportowanie" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Cele" @@ -1171,6 +1042,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Raportowanie" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Obecności" @@ -1615,7 +1739,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Przegląd" @@ -5468,9 +5592,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6860,134 +6984,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Produkty" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Kategorie produktów" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Ostrzeżenia" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6995,21 +7002,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7018,7 +7025,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7026,32 +7033,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7066,15 +7073,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7816,6 +7827,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Produkty" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Kategorie produktów" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8321,7 +8457,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8504,7 +8639,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9546,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9855,9 +9990,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9871,19 +10006,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9892,37 +10019,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9930,20 +10058,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9952,34 +10081,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9987,19 +10116,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10007,70 +10136,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10079,7 +10246,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10088,48 +10255,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10140,46 +10327,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10189,11 +10376,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10203,322 +10390,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Oferty" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11984,47 +12190,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12032,27 +12238,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12062,11 +12268,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Konflikty" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12074,7 +12280,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12082,7 +12288,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12094,13 +12300,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12109,7 +12315,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12120,42 +12326,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12163,11 +12369,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12175,7 +12381,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12186,19 +12392,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12206,18 +12412,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12227,34 +12433,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12264,14 +12470,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12279,18 +12485,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12298,7 +12504,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12306,32 +12512,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12341,17 +12547,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12359,7 +12565,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12369,17 +12575,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12387,7 +12593,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12395,7 +12601,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12403,7 +12609,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12414,14 +12620,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12434,18 +12640,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12453,7 +12659,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12467,30 +12673,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12499,7 +12705,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12510,7 +12716,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13181,7 +13387,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Nowe" @@ -13310,7 +13515,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13349,508 +13554,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Odmów" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Szablon wiadomości" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Szybkie dodawanie" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13858,7 +13566,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13866,11 +13574,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13886,7 +13594,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13895,20 +13603,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13917,7 +13625,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13927,14 +13635,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13942,7 +13650,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13952,7 +13660,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13960,7 +13668,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13969,7 +13677,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13982,7 +13690,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13991,17 +13699,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14009,20 +13717,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14030,28 +13738,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14062,18 +13770,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14081,7 +13789,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14089,13 +13797,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14106,14 +13814,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14127,7 +13835,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14138,17 +13846,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14157,7 +13865,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14170,13 +13878,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14190,11 +13898,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14202,7 +13910,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14222,14 +13930,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14237,7 +13945,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14245,7 +13953,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14258,7 +13966,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14266,11 +13974,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14279,7 +13987,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14288,11 +13996,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14301,7 +14009,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14310,7 +14018,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14319,17 +14027,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14339,7 +14047,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14347,19 +14055,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14368,28 +14076,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14399,7 +14107,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14407,11 +14115,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14422,42 +14130,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14468,13 +14176,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14485,11 +14193,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Utwórz pracownika" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14498,13 +14206,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Szybkie dodawanie" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14770,6 +14805,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Szablon wiadomości" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Polecenia" @@ -14788,8 +15110,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15044,7 +15366,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15190,139 +15512,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Nagrody" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Poziomy" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15333,11 +15540,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15348,14 +15555,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15366,7 +15573,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15375,7 +15582,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15388,18 +15595,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15408,7 +15615,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15416,7 +15623,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15428,112 +15635,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15541,7 +15650,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15551,7 +15660,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15560,7 +15669,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15571,16 +15680,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Nagrody" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16363,10 +16761,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16937,232 +17331,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Zarządzanie" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17170,7 +17338,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17178,7 +17346,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17186,44 +17354,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17231,7 +17399,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17243,186 +17411,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Konsola" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17430,7 +17419,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17438,31 +17427,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17473,7 +17462,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17485,7 +17474,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17493,18 +17482,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Przez typ" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17516,13 +17505,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17530,7 +17519,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17538,7 +17527,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17546,10 +17535,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Zarządzanie" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Konsola" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/pl/LC_MESSAGES/inventory_and_mrp.po b/locale/pl/LC_MESSAGES/inventory_and_mrp.po index 6dffda3f4..4012fe125 100644 --- a/locale/pl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/pl/LC_MESSAGES/inventory_and_mrp.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -1488,9 +1488,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1501,6 +1500,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1516,7 +1516,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1526,11 +1526,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Konfiguracja" @@ -3442,15 +3445,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3460,23 +3463,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3484,7 +3487,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3496,7 +3499,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3507,7 +3510,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3521,7 +3524,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3529,7 +3532,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3541,46 +3544,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3591,7 +3594,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3599,36 +3602,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Wyzwalacz" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3636,17 +3755,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3659,39 +3778,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Automatycznie" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3700,11 +3819,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3716,7 +3835,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3724,7 +3843,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3732,19 +3851,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manualna" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3754,7 +3873,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3762,7 +3881,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3770,7 +3889,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3783,18 +3902,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3802,27 +3921,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3835,34 +3954,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3875,11 +3994,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Ścieżka" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3887,7 +4006,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3895,20 +4014,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3919,7 +4038,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7502,7 +7621,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7773,20 +7892,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Dropshipping" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7797,11 +7914,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7809,7 +7926,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7824,7 +7941,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7836,7 +7953,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7846,26 +7963,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7874,12 +7990,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7888,20 +8004,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7917,30 +8033,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7951,12 +8067,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7964,13 +8080,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7978,13 +8094,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -7993,7 +8109,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8001,31 +8117,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8035,19 +8151,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8058,7 +8174,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8069,7 +8185,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8080,7 +8196,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8091,18 +8207,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8113,8 +8229,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8218,229 +8334,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8661,19 +8554,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Zawartość Opakowania" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8696,25 +8589,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8722,7 +8615,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8732,11 +8625,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8744,7 +8637,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8752,7 +8645,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8762,31 +8655,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8796,7 +8689,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8806,7 +8699,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8816,42 +8709,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Etykiety partii/SN" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8859,7 +8752,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8870,31 +8763,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11463,6 +11625,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11755,7 +12137,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11866,6 +12249,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12825,7 +13445,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12836,18 +13456,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13057,7 +13669,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13288,8 +13900,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13400,12 +14011,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18153,7 +18759,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18297,10 +18902,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18308,49 +18916,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18358,7 +18967,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18368,23 +18977,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18394,7 +19003,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18402,14 +19011,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18418,13 +19027,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18432,32 +19041,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18468,7 +19077,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18481,118 +19091,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18600,7 +19248,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18608,7 +19256,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18619,7 +19267,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18631,79 +19279,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automatyczne" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18713,7 +19412,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18725,50 +19424,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18777,7 +19476,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18786,7 +19485,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18795,7 +19494,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18806,13 +19505,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18820,7 +19519,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18832,45 +19531,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18888,10 +19602,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21273,7 +21983,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21321,45 +22031,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27552,6 +28273,327 @@ msgstr "" msgid "Workflows" msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Produkty uboczne" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31512,7 +32554,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31577,7 +32619,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Dopasowanie 3-kierunkowe" @@ -31790,191 +32832,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Zamówione ilości" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31982,213 +33032,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Przyjęte ilości" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33755,6 +34798,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/pl/LC_MESSAGES/sales.po b/locale/pl/LC_MESSAGES/sales.po index 5c3ba5d65..31e2c6c75 100644 --- a/locale/pl/LC_MESSAGES/sales.po +++ b/locale/pl/LC_MESSAGES/sales.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -66,7 +66,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -82,7 +83,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1569,7 +1570,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2563,6 +2564,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2746,6 +2748,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analiza lejku" @@ -4960,6 +5129,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4970,20 +5177,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -4991,7 +5198,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5002,49 +5209,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5053,35 +5260,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5093,11 +5300,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5105,17 +5312,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5123,7 +5330,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5134,7 +5341,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5142,11 +5349,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5154,7 +5361,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5163,34 +5370,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5203,7 +5410,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5211,7 +5418,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5221,7 +5428,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5616,6 +5823,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Pośrednicy" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6419,64 +6864,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7329,6 +7770,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7352,6 +7794,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7884,39 +8327,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8205,6 +8652,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Upusty" @@ -8880,7 +9328,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9060,19 +9508,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9084,32 +9532,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Faktury" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9121,43 +9569,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9167,23 +9615,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9197,7 +9645,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13262,7 +13710,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13851,23 +14299,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13880,7 +14382,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13893,14 +14395,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13912,14 +14414,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13927,7 +14429,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13935,7 +14437,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13946,7 +14448,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -13959,7 +14461,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -13967,12 +14469,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16487,7 +16989,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16963,13 +17465,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -16978,7 +17532,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -16987,13 +17541,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17005,35 +17559,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17041,7 +17595,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17050,7 +17604,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17058,14 +17612,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17079,7 +17633,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17087,29 +17641,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17121,47 +17675,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Warunki" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17169,31 +17723,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17625,7 +18179,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18063,11 +18617,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18078,24 +18632,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18104,7 +18757,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18112,20 +18765,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18133,110 +18786,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18244,7 +18810,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18257,7 +18823,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18269,26 +18835,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18296,7 +18862,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18305,7 +18871,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18315,14 +18881,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18330,7 +18896,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18338,28 +18904,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18372,19 +18938,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18396,14 +18962,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18411,11 +18977,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18429,7 +18995,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18442,57 +19008,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19086,7 +19652,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19217,7 +19783,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19234,7 +19800,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19265,7 +19831,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19286,7 +19852,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20242,7 +20808,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20250,19 +20816,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20271,13 +20845,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20285,24 +20859,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20310,7 +20884,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20321,7 +20895,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20329,63 +20903,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20395,7 +20969,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20406,7 +20980,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20414,13 +20988,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/pt_BR/LC_MESSAGES/finance.po b/locale/pt_BR/LC_MESSAGES/finance.po index 8eb69eadb..6e76d5712 100644 --- a/locale/pt_BR/LC_MESSAGES/finance.po +++ b/locale/pt_BR/LC_MESSAGES/finance.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" @@ -88,7 +88,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -107,11 +107,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -120,11 +121,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -135,28 +136,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -165,186 +166,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Relatórios" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Demonstrativo" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Balanço patrimonial" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Lucros e perdas" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Relatório fiscal" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Auditoria" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Balancete" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Usuário" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Administração" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -352,31 +355,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "Valoração de inventário" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -384,34 +387,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -615,10 +618,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2791,6 +2796,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Impostos" @@ -4203,7 +4209,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -6049,7 +6055,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6598,8 +6604,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6946,6 +6952,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Plano de contas" @@ -6972,11 +6979,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6986,98 +6993,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Tipo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Relatório" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Categoria" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Tipos de conta" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Balanço patrimonial" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Ativos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Contas a receber" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banco e caixa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -7085,147 +7092,147 @@ msgstr "Banco e caixa" msgid "Current Assets" msgstr "Ativos circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Ativos não circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Adiantamentos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Ativos fixos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Passivos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "A pagar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Cartão de crédito" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Passivos circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Passivos não circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Patrimônio" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Ganhos do ano atual" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Lucros e perdas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Receita" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Outras receitas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Despesa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Depreciação" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Custo da receita" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Outro" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Fora do balanço" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Marcadores" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Grupos de contas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7235,17 +7242,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7259,7 +7266,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7270,17 +7277,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7288,7 +7295,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7299,11 +7306,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Obsoleto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7311,29 +7318,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7656,7 +7663,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Reconciliação bancária" @@ -8143,11 +8150,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -8159,7 +8166,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -8170,33 +8177,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8204,11 +8211,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8217,11 +8224,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8233,17 +8240,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8255,19 +8262,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8282,18 +8289,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8308,11 +8315,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8328,11 +8335,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9447,6 +9454,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Estados Unidos" @@ -9900,11 +9908,11 @@ msgstr "" "O ** Balanço ** mostra um instantâneo dos ativos, passivos e patrimônio de " "sua organização em uma data específica." -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Lucros e perdas" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -9914,11 +9922,11 @@ msgstr "" "a receita líquida da sua organização, deduzindo as despesas da receita do " "período do relatório." -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Resumo executivo" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." @@ -9926,7 +9934,7 @@ msgstr "" "O ** Sumário Executivo ** permite uma visão rápida de todas as figuras " "importantes de que você precisa para administrar sua empresa." -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" @@ -9934,15 +9942,15 @@ msgstr "" "Em termos muito básicos, isso é o que cada um dos itens nesta seção está " "relatando:" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**Desempenho:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "** Margem de lucro bruto: **" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." @@ -9951,11 +9959,11 @@ msgstr "" "quaisquer custos diretos necessários para fazer essas vendas (coisas como " "mão de obra, materiais, etc)." -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "** Margem de lucro líquido: **" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9967,11 +9975,11 @@ msgstr "" "quaisquer despesas fixas que sua empresa tenha (coisas como aluguel, " "eletricidade, impostos que você precisa pagar como resultado dessas vendas)." -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." @@ -9979,15 +9987,15 @@ msgstr "" "A relação entre o lucro líquido obtido e a quantidade de ativos que a " "empresa usou para obter esses lucros." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**Posição:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." @@ -9995,11 +10003,11 @@ msgstr "" "O número médio de dias que seus clientes levam para pagar (integralmente), " "em todas as suas faturas de cliente." -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "** Média de dias do credor: **" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." @@ -10007,11 +10015,11 @@ msgstr "" "O número médio de dias que você leva para pagar seus fornecedores " "(integralmente) em todas as suas contas." -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "** Previsão de caixa de curto prazo: **" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -10021,11 +10029,11 @@ msgstr "" " mês, ou seja, saldo de sua ** conta de vendas ** para o mês menos o saldo " "de sua ** conta de compras ** para o mês." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "** Ativo circulante para passivo: **" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -10033,11 +10041,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Razão geral" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -10046,22 +10054,22 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Conta a pagar antiga" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Conta a receber antiga" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." @@ -10070,11 +10078,11 @@ msgstr "" "estavam aguardando pagamento durante um mês selecionado e vários meses " "anteriores." -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Demonstrativo de fluxo de caixa" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -10085,12 +10093,12 @@ msgstr "" "e divide a análise em atividades operacionais, de investimento e de " "financiamento." -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Relatório de impostos" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -13156,6 +13164,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17867,6 +17875,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "Instalação de módulos" @@ -19838,6 +19847,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19989,6 +19999,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20709,6 +20720,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Folha de pagamento" @@ -22418,6 +22430,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22435,6 +22448,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23761,6 +23775,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Notas de crédito" @@ -29403,7 +29418,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Modelo" @@ -32409,7 +32424,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -32420,7 +32449,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -32432,7 +32461,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -32440,7 +32469,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -32450,7 +32479,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -32466,7 +32495,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -32477,17 +32506,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -32500,20 +32529,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -32521,7 +32550,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -32536,26 +32565,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32566,7 +32595,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32577,7 +32606,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32586,15 +32615,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32606,23 +32635,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33994,196 +34023,649 @@ msgstr "Quênia" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Faturamento" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -34386,6 +34868,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Pré-requisitos" @@ -37373,6 +37856,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -40183,6 +40667,1424 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Contratos de funcionários" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr ":guilabel:`Tipo`" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr ":doc:`../../essentials/search`" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Criar pagamento em lote" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" +"Todos os pagamentos no lote devem compartilhar a mesma forma de pagamento." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnã" @@ -41568,17 +43470,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41590,48 +43492,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41646,46 +43548,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41695,32 +43597,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41728,25 +43630,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41756,41 +43658,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41798,7 +43700,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po b/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po index 9038baf18..4a3dcf999 100644 --- a/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po @@ -11,17 +11,17 @@ # a75f12d3d37ea5bf159c4b3e85eb30e7_0fa6927, 2023 # Marcel Savegnago , 2024 # Luis Felipe Miléo , 2024 -# Wil Odoo, 2024 # Maitê Dietze, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Maitê Dietze, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1881,9 +1881,8 @@ msgstr ":guilabel:`Lote` no pop-up Operações detalhadas" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1894,6 +1893,7 @@ msgstr ":guilabel:`Lote` no pop-up Operações detalhadas" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1909,7 +1909,7 @@ msgstr ":guilabel:`Lote` no pop-up Operações detalhadas" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1919,11 +1919,14 @@ msgstr ":guilabel:`Lote` no pop-up Operações detalhadas" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Configuração" @@ -4593,19 +4596,15 @@ msgstr "" msgid "Reordering rules" msgstr "Regras de reposição" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"As regras de reposição são usadas para manter os níveis de estoque previstos" -" acima de um determinado limite, sem exceder um limite superior " -"especificado. Isso é feito indicando a quantidade mínima que o estoque deve " -"conter e a quantidade máxima que o estoque não deve exceder." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4621,7 +4620,7 @@ msgstr "" "produção (OP). Isso ocorre independentemente da rota de reposição " "selecionada." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" @@ -4629,7 +4628,7 @@ msgstr "" "`Tutoriais do Odoo: Regras de reposição automática " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" @@ -4637,11 +4636,11 @@ msgstr "" "`Tutoriais do Odoo: Regras de reposição manual " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "Configurar produtos com regras de reposição" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -4653,7 +4652,7 @@ msgstr "" "Inventário --> Produtos --> Produtos` e, em seguida, selecione um produto " "existente ou crie um novo clicando em :guilabel:`Novo`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -4670,7 +4669,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Defina o tipo de produto como armazenável." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4684,7 +4683,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Selecionar uma ou mais rotas na aba Inventário." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4704,7 +4703,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Especifique um fornecedor e um preço na aba Compra." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4716,7 +4715,7 @@ msgstr "" "porque o Odoo só cria ordens de produção para produtos com uma :abbr:`LM " "(lista de materiais)`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4732,11 +4731,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "O botão inteligente Lista de materiais em um formulário de produto." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "Criar novas regras de reposição" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " @@ -4746,15 +4745,15 @@ msgstr "" "Inventário --> Configuração --> Regras de reposição`, clique em " ":guilabel:`Novo` e preencha a nova linha da seguinte forma:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr ":guilabel:`Produto`: O produto que é reabastecido pela regra." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Local`: O local onde o produto está armazenado." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -4764,7 +4763,7 @@ msgstr "" " que a regra seja acionada. Quando o estoque previsto fica abaixo desse " "número, é criado um pedido de reposição para o produto." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -4772,7 +4771,7 @@ msgstr "" ":guilabel:`Quantidade máx.`: A quantidade máxima que a reposição do estoque " "alcança." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -4782,7 +4781,7 @@ msgstr "" "reabastecido em lotes de uma determinada quantidade (por exemplo, um produto" " pode ser reabastecido em lotes de 20)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4796,7 +4795,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "O formulário para criar uma nova regra de reposição." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -4809,7 +4808,7 @@ msgstr "" "inteligente :guilabel:`Regras de reposição` e clique em :guilabel:`Novo` " "para preencher a nova linha, conforme detalhado acima." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" @@ -4817,24 +4816,140 @@ msgstr "" "Para uso avançado das regras de reposição, saiba mais sobre os seguintes " "campos de regras de reposição:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr ":ref:`Disparo `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" ":ref:`Dias de visibilidade `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr ":ref:`Rota `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Disparo" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " @@ -4844,7 +4959,7 @@ msgstr "" "*disparo* da regra de reposição como *automático* para criar automaticamente" " ordens de compra ou de produção para reabastecer o estoque." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -4856,11 +4971,11 @@ msgstr "" "gerente de compras pode revisar os níveis de estoque, os prazos de entrega e" " as datas previstas de chegada." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr ":doc:`strategies`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." @@ -4868,7 +4983,7 @@ msgstr "" "O painel de reposição pode ser acessado em :menuselection:`app Inventário " "--> Operações --> Reposição`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -4886,7 +5001,7 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "Ative o campo Disparo alternando-o no menu de opções adicionais" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" @@ -4896,11 +5011,11 @@ msgstr "" ":guilabel:`Manual`. Consulte as seções abaixo para saber mais sobre os " "diferentes tipos de regras de reposição." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Automático" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " @@ -4910,12 +5025,12 @@ msgstr "" ":guilabel:`Disparo` da regra de reordenamento como :guilabel:`Auto`, geram " "ordens de compra ou de produção quando:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" "o agendador é executado e a quantidade *Em mãos* está abaixo do mínimo" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" @@ -4923,12 +5038,12 @@ msgstr "" "um pedido de venda é confirmado e reduz a quantidade *prevista* do produto " "abaixo da quantidade mínima" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" "O agendador está definido para ser executado uma vez por dia, por padrão." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -4942,11 +5057,11 @@ msgstr "" "Executar agendador`. Em seguida, clique no botão roxo :guilabel:`Executar " "agendados` na janela pop-up exibida." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "Esteja ciente de que isso também aciona as outras ações agendadas." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -4962,7 +5077,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "Mostre a regra de reposição automática na página Regra de reposição." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4973,7 +5088,7 @@ msgstr "" "de cotação)` será gerada. Para visualizar e gerenciar :abbr:`SDCs`, navegue " "até :menuselection:`app Compras --> Pedidos --> Solicitações de cotação`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4984,7 +5099,7 @@ msgstr "" "(ordem de produção)`. Para visualizar e gerenciar :abbr:`OPs`, navegue até " ":menuselection:`app Fabricação --> Operações --> Ordens de produção`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." @@ -4992,13 +5107,13 @@ msgstr "" "Quando nenhuma rota é selecionada, o Odoo seleciona a :guilabel:`Rota` " "especificada na aba :guilabel:`Inventário` do formulário do produto." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manual" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -5014,7 +5129,7 @@ msgstr "" "*necessidades*, porque são necessários para atender aos próximos pedidos de " "vendas, mas a quantidade prevista não é suficiente." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -5027,7 +5142,7 @@ msgstr "" "entrega do fornecedor. Ele exibe as necessidades **apenas** quando é hora de" " repor os itens." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -5040,7 +5155,7 @@ msgstr "" "necessidade apareça no painel de reposição com um número especificado de " "dias de antecedência." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -5057,11 +5172,11 @@ msgid "" msgstr "" "Clicar no botão Pedir uma vez no painel de reposição para repor o estoque." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "Dias de visibilidade" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" @@ -5071,7 +5186,7 @@ msgstr "" "<.../.../shipping_receiving/advanced_operations_shipping/scheduled_dates>` " "foram compreendidos antes de prosseguir com esta seção." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -5084,7 +5199,7 @@ msgstr "" "reposição (:menuselection:`app Inventário --> Operações --> Reposição`) com " "um determinado número de dias de antecedência." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." @@ -5093,7 +5208,7 @@ msgstr "" "quando o nível de estoque cair abaixo de quatro unidades. A quantidade atual" " disponível é de dez unidades." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " @@ -5103,7 +5218,7 @@ msgstr "" " (na aba :guilabel:`Outras informações`) é 3 de março - doze dias a partir " "da data atual." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " @@ -5114,7 +5229,7 @@ msgstr "" " de segurança da compra `" " é de um dia." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -5132,7 +5247,7 @@ msgstr "" "Gráfico que representa quando a necessidade aparece no painel de reposição: " "27 de fevereiro." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." @@ -5140,7 +5255,7 @@ msgstr "" "Para ver o produto no painel de reposição da data atual, 20 de fevereiro, " "defina o :guilabel:`Dias de visibilidade` como `7.00`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " @@ -5150,12 +5265,12 @@ msgstr "" " produto no painel de reposição, subtraia a *data de hoje* da *data em que a" " necessidade surge* no painel de reposição." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" "Dias~de~visibilidade = Data~de~surgimento~da~necessidade - Data~de~hoje" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." @@ -5163,11 +5278,11 @@ msgstr "" "Com relação ao exemplo acima, a data de hoje é 20 de fevereiro e a " "necessidade do produto surge em 27 de fevereiro." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "(27 de fevereiro - 20 de fevereiro = 7 dias)" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -5185,11 +5300,11 @@ msgstr "" "Mostrar o painel de reposição com os dias de visibilidade corretos e " "incorretos definidos." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Rota" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -5201,7 +5316,7 @@ msgstr "" "possível selecionar tanto :guilabel:`Comprar` quanto :guilabel:`Fabricar`, " "permitindo assim a funcionalidade de ambas as rotas." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -5214,7 +5329,7 @@ msgstr "" " até :menuselection:`app Inventário --> Configuração --> Regras de " "reposição`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." @@ -5222,7 +5337,7 @@ msgstr "" "Por padrão, a coluna :guilabel:`Rota` está oculta na página " ":guilabel:`Regras de reposição`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " @@ -5232,7 +5347,7 @@ msgstr "" "na extremidade direita dos títulos das colunas e marcando a opção " ":guilabel:`Rota` no menu suspenso exibido." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5246,7 +5361,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Selecione uma rota preferencial no menu suspenso." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -10149,7 +10264,7 @@ msgstr ":doc:`Rastreamento de número de lote/série `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "Criar pedido de compra" @@ -10493,21 +10608,18 @@ msgstr "" "Você receberá um novo número de rastreamento e uma nova etiqueta." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`invoicing`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" -"Usar envio direto para enviar diretamente dos fornecedores para os clientes" +msgid "Dropshipping" +msgstr "Envio direto" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -10525,11 +10637,11 @@ msgstr "" " item. Isso beneficia o vendedor por reduzir os custos de estoque, inclusive" " o preço de operação dos armazéns." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "Configurar produtos para envio direto" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -10542,7 +10654,7 @@ msgstr "" ":guilabel:`Logística`, clique na caixa de seleção :guilabel:`Envio direto` e" " :guilabel:`Salvar` para concluir." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -10565,7 +10677,7 @@ msgstr "" "Ativar as caixas de seleção \"Pode ser vendido\" e \"Pode ser comprado\" no " "formulário do produto." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -10581,7 +10693,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "O formulário do produto com um fornecedor especificado." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -10593,38 +10705,26 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "Ativar a opção de envio direto na aba de inventário do produto." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 +msgid "" +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "Atender aos pedidos usando envio direto" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 -msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." -msgstr "" -"Quando um cliente conclui uma compra on-line de um produto com envio direto," -" automaticamente é criado um pedido de venda associado a uma solicitação de " -"cotação (:abbr:`SDC`) ao fornecedor. Os pedidos de vendas podem ser " -"visualizados no aplicativo :menuselection:`Vendas` selecionando " -":menuselection:`Pedidos --> Pedidos`. Clique no botão inteligente " -":guilabel:`Compras` no canto superior direito de um pedido de vendas para " -"visualizar o :abbr:`SDC)` associado." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" -"Os pedidos de vendas de envio direto também podem ser criados manualmente " -"por meio do aplicativo :menuselection:`Vendas`, selecionando " -":menuselection:`Pedidos --> Pedidos --> Criar` e adicionando um produto " -"configurado para envio direto." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -10634,18 +10734,13 @@ msgstr "" "Um pedido de vendas de envio direto com o botão inteligente Compras no canto" " superior direito." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" -"Depois que a :abbr:`SDC (solicitação de cotação) ` é confirmada, ela se " -"torna um pedido de compra e um recebimento do envio direto é criado e " -"vinculado a ele. O recebimento pode ser visualizado clicando no botão " -"inteligente :guilabel:`Recebimento` no canto superior direito do formulário " -"de pedido de compra." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -10655,25 +10750,20 @@ msgstr "" "Um pedido de compra de envio direto com o botão inteligente Recebimento no " "canto superior direito." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" -"O recebimento do envio direto listará o fornecedor na seção " -":guilabel:`Receber de` e o cliente na seção :guilabel:`Local de destino`. " -"Após a entrega do produto ao cliente, clique no botão :guilabel:`Validar` no" -" canto superior esquerdo do recebimento do envio direto para confirmar a " -"quantidade entregue." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "Validar o recebimento do envio direto após a entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -10694,7 +10784,7 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "Faturamento de custos de remessa" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." @@ -10703,11 +10793,11 @@ msgstr "" "precisas com base em fatores atualziados de remessa, como distância, peso e " "método." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "No Odoo, os custos de envio podem ser faturados de duas maneiras:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" @@ -10715,7 +10805,7 @@ msgstr "" "Entrar em acordo com o cliente sobre um custo fixo e :ref:`inclui-lo no " "pedido de venda. `" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " @@ -10725,7 +10815,7 @@ msgstr "" "entrega`, refletindo as despesas reais " "incorridas pela empresa." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -10740,12 +10830,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "Ative o recurso \"Métodos de entrega\" em Definições." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "Adicionar método de envio" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -10757,7 +10847,7 @@ msgstr "" "clique no botão :guilabel:`Criar`. Isso abre um formulário para fornecer " "detalhes sobre a transportadora, incluindo:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." @@ -10765,7 +10855,7 @@ msgstr "" ":guilabel:`Método de envio` (*obrigatório*) o nome do método de entrega (por" " exemplo, `frete com taxa fixa`, `entrega no mesmo dia`, etc.)." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -10777,13 +10867,13 @@ msgstr "" "que a integração com a transportadora esteja instalada corretamente e " "selecione o provedor no menu suspenso." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -10795,7 +10885,7 @@ msgstr "" "específica, selecione-a no menu suspenso. Deixe o campo em branco para " "aplicar o método a todas as empresas." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -10806,7 +10896,7 @@ msgstr "" "Selecione o site aplicável no menu suspenso ou deixe em branco para aplicar " "o método a todas as páginas da web." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " @@ -10816,7 +10906,7 @@ msgstr "" ":ref:`linha do pedido de venda ` como a " "taxa de entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " @@ -10825,11 +10915,11 @@ msgstr "" ":guilabel:`Grátis se o valor do pedido estiver acima`: marcar essa caixa " "ativa o frete grátis se o cliente gastar mais do que o valor especificado." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "Custo da fatura no pedido de vendas" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." @@ -10838,7 +10928,7 @@ msgstr "" "entregue, vá para :menuselection:`app Vendas` e selecione o pedido de venda " "em questão." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -10850,7 +10940,7 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "No botão \"Adicionar frete\" no canto inferior direito, próximo ao total." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." @@ -10858,7 +10948,7 @@ msgstr "" "Na janela pop-up :guilabel:`Adicionar um método de envio`, escolha a " "transportadora pretendida no campo :guilabel:`Método de envio`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." @@ -10867,7 +10957,7 @@ msgstr "" " envio com base nos dados de remessa em tempo real da integração da " "transportadora do Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -10880,7 +10970,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "Calcule o frete selecionando um método de envio." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -10894,7 +10984,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "O produto de entrega na linha do pedido de vendas." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -10908,7 +10998,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "O botão \"Criar fatura\"." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -10922,11 +11012,11 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "Produto de entrega na linha da fatura." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "Faturar os custos reais de frete" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " @@ -10936,7 +11026,7 @@ msgstr "" "etapas :ref:`acima ` para criar uma fatura " "com um produto de entrega com um :guilabel:`Preço unitário` de zero." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -10950,9 +11040,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "Produto de entrega na linha da fatura." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -11082,322 +11172,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "Etiqueta de remessa FedEx de meia página." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "Imprimir etiquetas de remessa" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" -"Integre o Odoo com :doc:`transportadoras de remessa terceirizadas " -"<../setup_configuration/third_party_shipper>` para gerar automaticamente " -"etiquetas de remessa que incluem preços, endereços de destino, números de " -"rastreamento e códigos de barras." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" -"Para gerar etiquetas para uma transportadora terceirizada, primeiro " -":doc:`instale o conector de remessa terceirizada " -"<../setup_configuration/third_party_shipper>`. Em seguida, configure e ative" -" o :ref:`método de entrega `, certificando-se de definir o :guilabel:`Nível de integração` para " -":guilabel:`Obter preço e criar envio` para gerar etiquetas de remessa. Por " -"fim, forneça o :ref:`endereço de origem da empresa " -"` e :ref:`peso do " -"produto `." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "Definir a opção \"Obter preço e criar envio\"." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "Etiquetas para várias etapas" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" -"Para as empresas que usam entredas em :doc:`duas " -"<.../daily_operations/receipts_delivery_two_steps>` ou :doc:`três etapas " -"<.../daily_operations/delivery_three_steps>`, as etiquetas podem ser " -"acionadas para impressão após a validação da operação de separação ou " -"embalagem. Para fazer isso, vá para :menuselection:`app Inventário --> " -"Configuração --> Tipos de operações` e escolha a operação desejada." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" -"Na página de configuração :guilabel:`Tipo de operação`, marque a caixa de " -"seleção :guilabel:`Imprimir etiqueta`. A ativação desse recurso garante que " -"a etiqueta de remessa terceirizada seja impressa após a validação dessa " -"operação." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" -"Em :doc:`entregas em duas etapas " -"<.../daily_operations/receipts_delivery_two_steps>`, nas quais os produtos " -"são colocados diretamente em embalagens durante a separação, as empresas " -"podem imprimir etiquetas de envio durante a separação, em vez de fazê-lo " -"durante a entrega. O Odoo permite que os usuários habilitem o recurso " -":guilabel:`Imprimir etiqueta` na operação `Separar` para ter essa " -"flexibilidade." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "Ative o recurso \"Imprimir etiqueta\"." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "Imprimir etiquetas de rastreamento" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" -"As etiquetas de rastreamento são impressas quando operações específicas são " -"validadas. Por padrão, a validação de um pedido de entrega (DO) gera uma " -"etiqueta de rastreamento no chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" -"Para empresas que usam entrega em duas ou três etapas, consulte a seção " -":ref:`impressão de etiquetas para entrega em várias etapas " -"` para saber como imprimir a " -"etiqueta depois de validar uma operação de separação ou de embalagem." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" -"Quando os aplicativos *Vendas* e *Inventário* estiverem instalados, comece " -"no aplicativo :menuselection:`Vendas` e vá até a cotação ou o pedido de " -"vendas (SO) desejado. Lá, adicione o custo de envio " -"` ao pedido. Em seguida, " -"navegue até o |DO| vinculado - ou outro tipo de operação ao usar a entrega " -"em várias etapas - para validar a operação e imprimir a etiqueta." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" -"Se apenas o aplicativo *Inventário* estiver instalado, crie :abbr:`DOs " -"(Pedidos de entrega)` diretamente no aplicativo :menuselection:`Inventário`," -" :ref:`adicione a transportadora terceirizada " -"` no campo " -":guilabel:`Transportadora` e valide o |DO|." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "Adicionar frete na cotação" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" -"Para gerar uma etiqueta de rastreamento para um pedido, comece criando uma " -"cotação em :menuselection:`app Vendas --> Pedidos --> Cotações`, clicando em" -" :guilabel:`New` e preenchendo o formulário de cotação. Em seguida, clique " -"no botão :guilabel:`Adicionar envio` no canto inferior direito da cotação." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "Botão \"Adicionar envio\" na cotação." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" -"Na janela pop-up resultante, selecione a transportadora pretendida no menu " -"suspenso :guilabel:`Método de envio`. O campo :guilabel:`Peso total do " -"pedido` é preenchido automaticamente, com base no :ref:`peso dos produtos do" -" pedido `. Modifique esse " -"campo para substituir o peso previsto e use esse peso para estimar o custo " -"de envio." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" -"Em seguida, clique em :guilabel:`Obter preço` para exibir o custo de envio " -"para o cliente pela transportadora terceirizada no campo :guilabel:`Custo`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" -"Se clicar em :guilabel:`Obter preço` resultar em um erro, verifique se o " -":ref:`endereço do depósito ` e :ref:`peso dos produtos no pedido " -"` estão configurados " -"corretamente." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" -"Clique em :guilabel:`Adicionar` para adicionar o custo à cotação, que é " -"listado como o :ref:`produto de entrega configurado " -"`. Por fim, clique em " -":guilabel:`Confirmar` na cotação e clique no botão inteligente " -":guilabel:`Entrega` para acessar o |DO|." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "Mostrar a janela pop-up \"Obter preço\"." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" -"Para usuários que não têm o aplicativo *Vendas* instalado, especifique a " -":guilabel:`transportadora` acessando o aplicativo " -":menuselection:`Inventário`, navegando até o |DO| e acessando a aba " -":guilabel:`Informações adicionais`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "Mostrar a aba \"Informações adicionais\" de um pedido de entrega." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "Validar o pedido de entrega" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" -"Em um formulário de pedido de entrega, navegue até a guia " -":guilabel:`Informações adicionais` para garantir que a transportadora " -"terceirizada tenha sido adicionada ao campo :guilabel:`Transportadora`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" -"Se o aplicativo *Vendas* não estiver instalado, a operadora terceira será " -"definida no campo :guilabel:`Transportadora`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" -"Depois que os itens do pedido tiverem sido embalados, clique em " -":guilabel:`Validar` para obter o número de rastreamento da transportadora e " -"gerar a etiqueta de remessa." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" -"Crie ou selecione um pedido de entrega existente acessando o aplicativo " -":menuselection:`Inventário` e selecionando o cartão :guilabel:`Pedidos de " -"entrega`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" -"O número de :guilabel:`Referência de rastreamento` é gerado na aba " -":guilabel:`Informações adicionais` do pedido de entrega. Clique no botão " -"inteligente :guilabel:`Rastreamento` para acessar o link de rastreamento do " -"site da transportadora." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" -"A etiqueta de rastreamento pode ser encontrada em formato PDF no chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "Etiqueta de remessa gerada no chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" -"Para envio de vários pacotes, é gerada uma etiqueta por pacote. Cada " -"etiqueta aparece no chatter." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" -"Exemplo de etiqueta gerada pelo conector de envio do Odoo com a FedEx." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "Remessas de vários pacotes" @@ -11707,20 +11481,20 @@ msgstr "" "`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" -msgstr "Etiquetas da transportadora" +msgid ":ref:`Carrier labels `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" -msgstr "Exportar documentos" +msgid ":ref:`Export documents `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Conteúdo da embalagem" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" -msgstr "Etiqueta da embalagem" +msgid ":ref:`Package label `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 msgid "" @@ -11750,11 +11524,11 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "Opção *Imprimir na validação* no *Tipo de operação* \"Selecionar\"." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "Comprovante de entrega" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." @@ -11762,16 +11536,16 @@ msgstr "" "Um *comprovante de entrega* contém detalhes do destinatário e do pacote e " "geralmente é colocado dentro (ou anexado) do pacote." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" ":ref:`Lista de separação `" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" -msgstr ":doc:`Etiqueta de rastreamento `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -11783,7 +11557,7 @@ msgstr "" "aba :guilabel:`Hardware`, clicar em :guilabel:`Validar` no tipo de operação " "desejado faz o download de um PDF do comprovante de entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -11795,11 +11569,11 @@ msgstr "" msgid "Example delivery slip." msgstr "Exemplo do comprovante de entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Recibo de devolução" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -11811,7 +11585,7 @@ msgstr "" "de vendas e inclui detalhes do item e informações do cliente. Também pode " "incluir instruções específicas de devolução para o cliente." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -11823,7 +11597,7 @@ msgstr "" "aba :guilabel:`Hardware`, clicar em :guilabel:`Validar` no tipo de operação " "desejado faz o download de um PDF do comprovante de devolução." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -11835,11 +11609,11 @@ msgstr "" msgid "Example return slip." msgstr "Exemplo do comprovante de entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "Etiquetas de produtos" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." @@ -11848,7 +11622,7 @@ msgstr "" "fornecendo informações essenciais, como nome do produto, código de barras e " "preço." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " @@ -11858,8 +11632,8 @@ msgstr "" "(:menuselection:`appInventário --> Configuração --> Tipos de operações`), na" " aba :guilabel:`Hardware`, marque a opção :guilabel:`Etiqueta de produtos`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" @@ -11867,7 +11641,7 @@ msgstr "" "Isso torna visível o menu suspenso :guilabel:`Imprimir etiqueta como:`, no " "qual cada rótulo de produto pode ser impresso como:" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -11880,7 +11654,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "Exemplo de 2 x 7 com preço." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -11893,7 +11667,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "Exemplo de 4 x 7 com preço." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -11905,7 +11679,7 @@ msgstr "" msgid "Example 4 x 12." msgstr "Example de 4 x 12." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." @@ -11914,7 +11688,7 @@ msgstr "" "o preço, cabendo quatro linhas e doze colunas de rótulos de produtos por " "página." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " @@ -11924,7 +11698,7 @@ msgstr "" "(ZPL) contendo o nome do produto e o código de barras. Legível para " "impressoras Zebra para imprimir etiquetas automaticamente." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." @@ -11933,7 +11707,7 @@ msgstr "" "Programming Language)` contendo o nome do produto, o código de barras e o " "preço." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." @@ -11942,11 +11716,11 @@ msgstr "" "qualquer pedido de entrega, clicando no botão :guilabel:`Imprimir " "etiquetas`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Etiquetas de número de lote/série" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." @@ -11955,7 +11729,7 @@ msgstr "" " informações essenciais, como nome do produto, lote ou número de série e o " "código de barras." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -11967,7 +11741,7 @@ msgstr "" " --> Tipos de operações`). Em seguida, na aba :guilabel:`Hardware`, marque a" " opção :guilabel:`Etiquetas de número de série/lote`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -11982,13 +11756,13 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "Pedido com apenas um conjunto exclusivo de números de série/lote." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" "Etiquetas para um pedido com apenas um conjunto exclusivo de números de " "série/lote." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " @@ -11998,7 +11772,7 @@ msgstr "" "quantidade de itens, exibindo o nome do produto, o número do série/lote e o " "código de barras. Cabe quatro linhas e doze colunas por página." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " @@ -12008,7 +11782,7 @@ msgstr "" "em :abbr:`ZPL (Zebra Programming Language)`, contendo o nome do produto, o " "número de série/lote e o código de barras." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " @@ -12018,6 +11792,275 @@ msgstr "" "quantidade de itens em :abbr:`ZPL (Zebra Programming Language)`, contendo o " "nome do produto, o número de lote/série e o código de barras." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "Etiquetas da transportadora" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "Etiqueta da embalagem" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "Datas de entrega programadas" @@ -15562,6 +15605,226 @@ msgstr "" msgid "Setup and configuration" msgstr "Preparação e configuração" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr ":doc:`dhl_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr ":doc:`ups_credentials`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "Métodos de entrega" @@ -15953,8 +16216,9 @@ msgstr "" "transportadora." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" -msgstr ":ref:`Custo de envio na fatura `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" @@ -16093,6 +16357,336 @@ msgstr "" "completos da sua conta, como número da conta, região, endereço, etc., para " "obter acesso à API." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "Imprimir etiquetas de remessa" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" +"Integre o Odoo com :doc:`transportadoras de remessa terceirizadas " +"<../setup_configuration/third_party_shipper>` para gerar automaticamente " +"etiquetas de remessa que incluem preços, endereços de destino, números de " +"rastreamento e códigos de barras." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" +"Para gerar etiquetas para uma transportadora terceirizada, primeiro " +":doc:`instale o conector de remessa terceirizada " +"<../setup_configuration/third_party_shipper>`. Em seguida, configure e ative" +" o :ref:`método de entrega `, certificando-se de definir o :guilabel:`Nível de integração` para " +":guilabel:`Obter preço e criar envio` para gerar etiquetas de remessa. Por " +"fim, forneça o :ref:`endereço de origem da empresa " +"` e :ref:`peso do " +"produto `." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "Definir a opção \"Obter preço e criar envio\"." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "Etiquetas para várias etapas" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" +"Para as empresas que usam entredas em :doc:`duas " +"<.../daily_operations/receipts_delivery_two_steps>` ou :doc:`três etapas " +"<.../daily_operations/delivery_three_steps>`, as etiquetas podem ser " +"acionadas para impressão após a validação da operação de separação ou " +"embalagem. Para fazer isso, vá para :menuselection:`app Inventário --> " +"Configuração --> Tipos de operações` e escolha a operação desejada." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" +"Na página de configuração :guilabel:`Tipo de operação`, marque a caixa de " +"seleção :guilabel:`Imprimir etiqueta`. A ativação desse recurso garante que " +"a etiqueta de remessa terceirizada seja impressa após a validação dessa " +"operação." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" +"Em :doc:`entregas em duas etapas " +"<.../daily_operations/receipts_delivery_two_steps>`, nas quais os produtos " +"são colocados diretamente em embalagens durante a separação, as empresas " +"podem imprimir etiquetas de envio durante a separação, em vez de fazê-lo " +"durante a entrega. O Odoo permite que os usuários habilitem o recurso " +":guilabel:`Imprimir etiqueta` na operação `Separar` para ter essa " +"flexibilidade." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "Ative o recurso \"Imprimir etiqueta\"." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "Imprimir etiquetas de rastreamento" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" +"As etiquetas de rastreamento são impressas quando operações específicas são " +"validadas. Por padrão, a validação de um pedido de entrega (DO) gera uma " +"etiqueta de rastreamento no chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" +"Para empresas que usam entrega em duas ou três etapas, consulte a seção " +":ref:`impressão de etiquetas para entrega em várias etapas " +"` para saber como imprimir a " +"etiqueta depois de validar uma operação de separação ou de embalagem." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" +"Quando os aplicativos *Vendas* e *Inventário* estiverem instalados, comece " +"no aplicativo :menuselection:`Vendas` e vá até a cotação ou o pedido de " +"vendas (SO) desejado. Lá, adicione o custo de envio " +"` ao pedido. Em seguida, " +"navegue até o |DO| vinculado - ou outro tipo de operação ao usar a entrega " +"em várias etapas - para validar a operação e imprimir a etiqueta." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" +"Se apenas o aplicativo *Inventário* estiver instalado, crie :abbr:`DOs " +"(Pedidos de entrega)` diretamente no aplicativo :menuselection:`Inventário`," +" :ref:`adicione a transportadora terceirizada " +"` no campo " +":guilabel:`Transportadora` e valide o |DO|." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "Adicionar frete na cotação" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" +"Para gerar uma etiqueta de rastreamento para um pedido, comece criando uma " +"cotação em :menuselection:`app Vendas --> Pedidos --> Cotações`, clicando em" +" :guilabel:`New` e preenchendo o formulário de cotação. Em seguida, clique " +"no botão :guilabel:`Adicionar envio` no canto inferior direito da cotação." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "Botão \"Adicionar envio\" na cotação." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" +"Na janela pop-up resultante, selecione a transportadora pretendida no menu " +"suspenso :guilabel:`Método de envio`. O campo :guilabel:`Peso total do " +"pedido` é preenchido automaticamente, com base no :ref:`peso dos produtos do" +" pedido `. Modifique esse " +"campo para substituir o peso previsto e use esse peso para estimar o custo " +"de envio." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" +"Em seguida, clique em :guilabel:`Obter preço` para exibir o custo de envio " +"para o cliente pela transportadora terceirizada no campo :guilabel:`Custo`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" +"Se clicar em :guilabel:`Obter preço` resultar em um erro, verifique se o " +":ref:`endereço do depósito ` e :ref:`peso dos produtos no pedido " +"` estão configurados " +"corretamente." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" +"Clique em :guilabel:`Adicionar` para adicionar o custo à cotação, que é " +"listado como o :ref:`produto de entrega configurado " +"`. Por fim, clique em " +":guilabel:`Confirmar` na cotação e clique no botão inteligente " +":guilabel:`Entrega` para acessar o |DO|." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "Mostrar a janela pop-up \"Obter preço\"." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" +"Para usuários que não têm o aplicativo *Vendas* instalado, especifique a " +":guilabel:`transportadora` acessando o aplicativo " +":menuselection:`Inventário`, navegando até o |DO| e acessando a aba " +":guilabel:`Informações adicionais`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "Mostrar a aba \"Informações adicionais\" de um pedido de entrega." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "Validar o pedido de entrega" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" +"Em um formulário de pedido de entrega, navegue até a guia " +":guilabel:`Informações adicionais` para garantir que a transportadora " +"terceirizada tenha sido adicionada ao campo :guilabel:`Transportadora`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" +"Se o aplicativo *Vendas* não estiver instalado, a operadora terceira será " +"definida no campo :guilabel:`Transportadora`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" +"Depois que os itens do pedido tiverem sido embalados, clique em " +":guilabel:`Validar` para obter o número de rastreamento da transportadora e " +"gerar a etiqueta de remessa." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" +"Crie ou selecione um pedido de entrega existente acessando o aplicativo " +":menuselection:`Inventário` e selecionando o cartão :guilabel:`Pedidos de " +"entrega`." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" +"O número de :guilabel:`Referência de rastreamento` é gerado na aba " +":guilabel:`Informações adicionais` do pedido de entrega. Clique no botão " +"inteligente :guilabel:`Rastreamento` para acessar o link de rastreamento do " +"site da transportadora." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" +"A etiqueta de rastreamento pode ser encontrada em formato PDF no chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "Etiqueta de remessa gerada no chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" +"Para envio de vários pacotes, é gerada uma etiqueta por pacote. Cada " +"etiqueta aparece no chatter." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" +"Exemplo de etiqueta gerada pelo conector de envio do Odoo com a FedEx." + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr ":doc:`../advanced_operations_shipping/invoicing`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "Configuração do SendCloud" @@ -17328,13 +17922,8 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" -"Os usuários podem vincular transportadoras de terceiros a bases de dados do " -"Odoo, a fim de verificar a entrega das transportadoras em endereços " -"específicos, :doc:`calcular automaticamente os custos de envio " -"`, e :doc:`gerar etiquetas de remessa " -"<../advanced_operations_shipping/labels>`." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 msgid "" @@ -17348,18 +17937,10 @@ msgstr "" "comuns ao configurar conectores de envio, pule para a seção :ref:`Solução de" " problemas `." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr ":doc:`dhl_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr ":doc:`sendcloud_shipping`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr ":doc:`ups_credentials`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "Veja a seguir uma lista de conectores de envio disponíveis no Odoo:" @@ -17618,10 +18199,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" -"Selecione :guilabel:`Obter preço e criar envio` para também :doc:`gerar " -"etiquetas de remessa <.../advanced_operations_shipping/labels>`." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 msgid "" @@ -17934,10 +18513,8 @@ msgstr "" ":guilabel:`Referência de rastreamento` é fornecida." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" -":doc:`Gerar etiquetas de remessa <../advanced_operations_shipping/labels>`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the delivery order's \"Additional info\" tab." @@ -18090,17 +18667,8 @@ msgstr "Integração com UPS" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -"A UPS é um serviço de transportadora que se integra ao Odoo para coordenar o" -" envio para todas as regiões. Uma vez integrados, os usuários podem criar " -"métodos de envio que estimam os custos de envio e :doc:`gerar etiquetas " -"<.../advanced_operations_shipping/labels>`." - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" @@ -24649,7 +25217,6 @@ msgid "New warehouse location creation form." msgstr "Formulário de criação de novo local de armazém." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "Valoração de inventário" @@ -24846,14 +25413,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -"Para aplicar um landed cost em uma fatura de fornecedor, os produtos " -"incluídos na |PO| original **devem** pertencer a uma *Categoria de produto* " -"com sua *Forçar estratégia de remoção* definida como |FIFO| e seu *Método de" -" custeio* definido como |AVCO|." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -24866,7 +25432,7 @@ msgstr "" ":guilabel:`Adicionar um produto`, na guiaba :guilabel:`Produtos`, para " "adicionar produtos à |SDC|." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " @@ -24876,11 +25442,11 @@ msgstr "" " o pedido. Em seguida, clique em :guilabel:`Receber produtos` quando os " "produtos tiverem sido recebidos, seguido de :guilabel:`Validar`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "Criar fatura do fornecedor" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." @@ -24888,7 +25454,7 @@ msgstr "" "Quando o fornecedor preenche a |PO| e envia uma fatura, uma fatura de " "fornecedor pode ser criada a partir da |PO| no Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " @@ -24899,7 +25465,7 @@ msgstr "" " fatura`. Isso abre uma nova :guilabel:`Fatura do fornecedor` no estágio " ":guilabel:`Rascunho`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." @@ -24908,18 +25474,14 @@ msgstr "" "up de calendário e selecione a data em que essa fatura provisória deve ser " "cobrada." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" -"Em seguida, na guia :guilabel:`Linhas de fatura`, clique em " -":guilabel:`Adicionar uma linha` e clique no menu suspenso na coluna " -":guilabel:`Produto` para selecionar o produto de custo de importação criado " -"anteriormente. Clique no ícone :guilabel:`Salvar manualmente (nuvem com " -"seta)` para atualizar a fatura provisória." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." @@ -24927,7 +25489,7 @@ msgstr "" "Caixas de seleção da coluna Custos adicionais para o custo do produto e " "adicionais." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -24939,7 +25501,7 @@ msgstr "" "produto de custos adicionais **está** marcada. Isso diferencia os custos de " "importação de todos os outros custos exibidos na fatura." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -24951,11 +25513,11 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "Botão Criar custos adicionais na fatura do fornecedor." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "Incluir custo adicional" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." @@ -24964,7 +25526,7 @@ msgstr "" "em :guilabel:`Criar custos adicionais` na parte superior da fatura do " "fornecedor." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." @@ -24973,7 +25535,7 @@ msgstr "" "adicional definido pré-preenchido na linha do produto na aba " ":guilabel:`Custos adicionais`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -24987,7 +25549,7 @@ msgid "Landed cost form with selected receipt transfer." msgstr "" "Formulário de custo adicional com transferência de recibo selecionada." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -24999,7 +25561,7 @@ msgstr "" ":menuselection:`app Inventário --> Operações --> Custos adicionais` e " "clicando em :guilabel:`Novo`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " @@ -25009,7 +25571,7 @@ msgstr "" "clique em :guilabel:`Calcular` (na parte inferior do formulário, sob o custo" " :guilabel:`Total:`)." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -25023,7 +25585,7 @@ msgstr "" "desembarque e a coluna :guilabel:`Novo valor` exibe a soma das duas, para o " "custo total da |PO|." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." @@ -25031,7 +25593,7 @@ msgstr "" "Quando estiver pronto, clique em :guilabel:`Validar` para lançar o registro " "do custo adicional no diário contábil." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -25043,7 +25605,7 @@ msgstr "" "para abrir uma página :guilabel:`Valoração de estoque`, com a avaliação " "atualizada do produto listada." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." @@ -25052,7 +25614,7 @@ msgstr "" "validação, o :guilabel:`Tipo de produto` **deve** ser definido como " ":guilabel:`Armazenável`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." @@ -25061,7 +25623,7 @@ msgstr "" "adicionais, navegue até :menuselection:`app Inventário --> Relatório --> " "Valoração`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." @@ -25069,7 +25631,7 @@ msgstr "" "Cada lançamento contábil manual criado para um custo adicional em uma fatura" " de fornecedor pode ser visualizado no aplicativo *Financeiro*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" @@ -25079,7 +25641,7 @@ msgstr "" "Financeiro --> Financeiro --> Lançamentos de diário` e localize o lançamento" " correto, por número (ou seja, `PBNK1/2024/XXXXX`)." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -25094,8 +25656,9 @@ msgstr "" "partir da fatura do fornecedor." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "Configuração da valoração de inventário" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "Valoração automática do inventário" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -25110,170 +25673,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" -"Por padrão, o Odoo usa uma valoração periódica de inventário (também " -"conhecida como valoração manual de inventário). Esse método implica que a " -"equipe de contabilidade lance lançamentos contábeis com base no inventário " -"físico da empresa e que os funcionários do armazém dediquem tempo para " -"contar o estoque. No Odoo, esse método é refletido dentro de cada categoria " -"de produto, onde o campo :guilabel:`Método de custeio` será definido como " -"`Preço padrão` por padrão, e o campo :guilabel:`Valoração de inventário` " -"será definido como `Manual`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" -"Os campos de valoração de inventário estão localizados no formulário " -"Categorias de produtos." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -"Como alternativa, a valoração automatizada de inventário é um método de " -"valoração integrado que atualiza o valor do inventário em tempo real, " -"criando lançamentos contábeis manuais sempre que houver movimentações de " -"estoque iniciadas entre locais no inventário de uma empresa." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -"A valoração automatizada do inventário é um método recomendado para " -"contadores especializados, dadas as etapas adicionais envolvidas na " -"configuração do lançamento no diário. Mesmo após a configuração inicial, o " -"método precisará ser verificado periodicamente para garantir a precisão, e " -"ajustes podem ser necessários continuamente, dependendo das necessidades e " -"prioridades da empresa." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "Tipos de contabilidade" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -"Os lançamentos contábeis dependerão do modo de contabilidade: *Continental* " -"ou *Anglo-Saxão*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" -"Verifique o modo de contabilidade ativando o :ref:`developer-mode` e " -"navegando até :menuselection:`app Financeiro --> Configuração --> " -"Definições`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -"Em seguida, na barra de pesquisa, procure por :guilabel:`Contabilidade " -"anglo-saxã`, para ver se o recurso está ativado. Se ele **não estiver** " -"ativado, o modo de contabilidade continental está em uso." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "Mostrar o recurso de modo de contabilidade anglo-saxão." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -"Na contabilidade anglo-saxônica, os custos de mercadorias vendidas (COGS) " -"são informados quando os produtos são vendidos ou entregues. Isso significa " -"que o custo de uma mercadoria só é registrado como despesa quando um cliente" -" recebe a fatura de um produto. Portanto, para o método de avaliação " -"**manual**, defina a :guilabel:`Conta de despesas` como `Valoração de " -"estoque` para o tipo de ativo atual; para o método de avaliação " -"**automático**, defina a :guilabel:`Conta de despesas` como um tipo de " -"*Despesa* ou *Custo de receita* (por exemplo, `Custo de produção`, `Custo de" -" mercadorias vendidas` etc.)." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -"Na contabilidade *Continental*, o custo de uma mercadoria é informado assim " -"que o produto é recebido no estoque. Por isso, a :guilabel:`Conta de " -"despesas` pode ser definida como **tanto** *Despesas* quanto como *Custo da " -"receita*; no entanto, ela é mais comumente definida como uma conta de " -"*Despesas*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -":ref:`Detalhes sobre a configuração de contas de despesas e de estoque " -"`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -"Faça alterações nas opções de valoração de inventário navegando até " -":menuselection:`app Inventário --> Configuração --> Categorias de produtos`." -" Na seção :guilabel:`Valoração de inventário`, selecione as opções desejadas" -" de :guilabel:`Métodos de custeio` e :guilabel:`Valoração de inventário`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" -"É possível usar configurações de valoração diferentes para categorias de " -"produtos diferentes." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." -msgstr "Mostrar opções de configuração de valoração de inventário." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "Métodos de custeio" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -"Na página de configuração da categoria do produto, escolha o " -":guilabel:`Métodos de custeio` desejado:" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -25286,7 +25835,7 @@ msgstr "" " compra seja diferente, a valoração ainda usará o custo definido no " "formulário do produto." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -25299,7 +25848,7 @@ msgstr "" "*dinâmica* e se ajusta constantemente com base no preço de compra dos " "produtos." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -25317,7 +25866,7 @@ msgstr "" "preço médio de compra do estoque disponível e nos custos acumulados dos " "pedidos de compra validados." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -25338,7 +25887,7 @@ msgstr "" "vários motivos; no entanto, é altamente sensível a dados inseridos e a erros" " humanos." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " @@ -25348,67 +25897,101 @@ msgstr "" " É altamente recomendável consultar um contador antes de fazer qualquer " "ajuste nisso." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr ":doc:`using_inventory_valuation`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -"Quando o :guilabel:`método de custeio` é alterado, os produtos já em estoque" -" que estavam usando o método de custeio :guilabel:`Padrão` **não** mudam de " -"valor; em vez disso, as unidades existentes mantêm seu valor, e qualquer " -"movimentação de produto a partir de então afeta o custo médio, e o custo do " -"produto será alterado. Se o valor no campo :guilabel:`Custo` em um " -"formulário de produto for alterado manualmente, o Odoo gerará um registro " -"correspondente no relatório *Valoração de inventári*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -"A valoração de inventário no Odoo pode ser configurada para ser atualizada " -"manual ou automaticamente. Embora as contas de *Despesas* se apliquem a " -"ambas, as contas de *entrada de estoque* e *saída de estoque* são usadas " -"apenas para valoração automática." +"É possível usar configurações de valoração diferentes para categorias de " +"produtos diferentes." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "Tipos de contabilidade" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -"Consulte as seções :ref:`Despesas ` e " -":ref:`Entrada/saída de estoque ` para " -"obter detalhes sobre a configuração de cada tipo de conta." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "Mostrar o recurso de modo de contabilidade anglo-saxão." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Conta de despesas" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -"Para configurar a *conta de despesas*, vá para a seção " -":guilabel:`Propriedades da conta` da categoria de produto pretendida " -"(:menuselection:`app Inventário --> Configuração --> Categorias de " -"produtos`). Em seguida, escolha uma conta existente no menu suspenso " -":guilabel:`Conta de despesas`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " @@ -25418,17 +26001,17 @@ msgstr "" " no ícone |seta para a direita| à direita da conta. Em seguida, defina o " "tipo de conta com base nas informações abaixo." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "Anglo-saxão" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automatizado" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " @@ -25438,7 +26021,7 @@ msgstr "" "defina o :guilabel:`Conta de despesas` para a conta `Despesas`. Em seguida, " "clique no ícone |seta para a direita| à direita da conta." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -25450,7 +26033,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "Mostrar o campo **Conta de despesas** e o ícone de link externo." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -25466,13 +26049,13 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "Mostrar o campo **Conta de despesas**." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "Continental" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." @@ -25480,11 +26063,11 @@ msgstr "" "Defina o :guilabel:`Conta de despesas` para o tipo de conta " ":guilabel:`Despesas` ou :guilabel:`Custo da receita`." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "Entrada/saída de estoque (somente automatizada)" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" @@ -25495,7 +26078,7 @@ msgstr "" "Configuração --> Categorias de produtos` e selecione a categoria de produto " "desejada." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " @@ -25506,7 +26089,7 @@ msgstr "" "da conta de estoque` seja exibida. Essas contas são definidas da seguinte " "forma:" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -25516,7 +26099,7 @@ msgstr "" "de estoque estiver ativada em um produto, essa conta manterá o valor atual " "dos produtos." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." @@ -25525,7 +26108,7 @@ msgstr "" "lançadas automaticamente quando a valoração de inventário de um produto é " "alterada." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -25539,7 +26122,7 @@ msgstr "" "origem. Esse é o valor padrão para todos os produtos em uma determinada " "categoria e também pode ser definido diretamente em cada produto." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -25553,7 +26136,7 @@ msgstr "" "destino. Esse é o valor padrão para todos os produtos em uma determinada " "categoria e também pode ser definido diretamente em cada produto." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -25568,7 +26151,7 @@ msgstr "" "enquanto o recebimento de produtos e o faturamento dos fornecedores " "equilibram a conta *Entrada de estoque*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -25583,7 +26166,7 @@ msgid "Display account setup page, highlighting the **Type** field." msgstr "" "Exibir a página de configuração da conta, destacando o campo **Tipo**." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." @@ -25591,7 +26174,7 @@ msgstr "" "A conta *Entrada de estoque* é definida como `Estoque provisório " "(recebido)`, um tipo de conta *Ativo circulante*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -25603,7 +26186,7 @@ msgstr "" ":guilabel:`Ativo circulante`. Dessa forma, uma conta pode ser equilibrada " "quando os itens são comprados e vendidos." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -25619,63 +26202,62 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "Contas de entrada e saída de estoque." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "Relatório de valoração de inventário" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -"Para começar, vá para :menuselection:`Financeiro --> Relatórios --> Balanço " -"patrimonial`. Na parte superior do painel, altere o valor do campo " -":guilabel:`A partir de` para :guilabel:`Hoje` e ajuste o filtro " -":guilabel:`Opções` para :guilabel:`Desdobrar tudo` para ver todos os dados " -"mais recentes exibidos de uma só vez." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" -"Sob o item de linha principal :guilabel:`Ativos circulantes`, procure o item" -" de linha aninhado :guilabel:`Conta de valoração de estoque`, onde a " -"valoração total de todo o inventário disponível é exibida." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" -"Acesse informações mais específicas com o menu suspenso :guilabel:`Conta de " -"valoração de estoque`, selecionando :guilabel:`Livro razão` para ter uma " -"visão detalhada de todos os lançamentos contábeis ou selecionando " -":guilabel:`Itens de diário` para revisar todos os lançamentos contábeis " -"individuais que foram feitos na conta. Além disso, é possível adicionar " -"anotações ao :guilabel:`balanço patrimonial` selecionando " -":guilabel:`Anotar`, preenchendo a caixa de texto e clicando em " -":guilabel:`Salvar`." - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" "Ver o detalhamento completo da valoração do inventário no aplicativo Odoo " "Financeiro." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "Como usar a valoração de inventário" @@ -25699,10 +26281,6 @@ msgstr "" "armazém que contam fisicamente os produtos - ou automaticamente pela base de" " dados." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "Valoração automática do inventário" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -28681,7 +29259,7 @@ msgid "" " checkbox was ticked on the product form. Only available with the *Rental* " "app installed." msgstr "" -":guilabel:`Pode ser alugado`: mostra produtos que podem ser emprestados aos " +":guilabel:`Pode ser alugado`: mostra produtos que podem ser alugados pelos " "clientes por um determinado período. Aparece na pesquisa porque a caixa de " "seleção :guilabel:`Pode ser alugado` foi marcada no formulário do produto. " "Disponível somente com o aplicativo *Locação* instalado." @@ -28732,17 +29310,18 @@ msgid "" "these, go to :menuselection:`Inventory app --> Configuration --> Products: " "Product Categories`." msgstr "" -":guilabel:`Product Category`: group items by product category. To configure " -"these, go to :menuselection:`Inventory app --> Configuration --> Products: " -"Product Categories`." +":guilabel:`Categoria do produto`: agrupar itens por categoria de produto. " +"Para configurá-los, vá para :menuselection:`app Inventário --> Configuração " +"--> Produtos: Categorias de produtos`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:122 msgid "" ":guilabel:`POS Product Category`: group items by :doc:`point of sale product" " categories <../../../../sales/point_of_sale/configuration>`." msgstr "" -":guilabel:`POS Product Category`: group items by :doc:`point of sale product" -" categories <../../../../sales/point_of_sale/configuration>`." +":guilabel:`Categoria de produto de PDV`: agrupar itens por :doc:`categorias " +"de produtos de ponto de venda " +"<../../../../sales/point_of_sale/configuration>`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:127 msgid "" @@ -28750,9 +29329,9 @@ msgid "" "can be easily accessed after closing this page, click :guilabel:`Save " "current search`." msgstr "" -"To save the current applied filters and groupbys, so the same information " -"can be easily accessed after closing this page, click :guilabel:`Save " -"current search`." +"Para salvar os filtros e grupos aplicados atualmente, de modo que as mesmas " +"informações possam ser facilmente acessadas após o fechamento desta página, " +"clique em :guilabel:`Salvar pesquisa atual`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:130 msgid "" @@ -28761,10 +29340,10 @@ msgid "" ":guilabel:`Shared` checkbox to make the search option available to other " "users." msgstr "" -"Optionally, tick the :guilabel:`Default filter` checkbox to make this " -"current view the default filter when opening the stock report. Or tick the " -":guilabel:`Shared` checkbox to make the search option available to other " -"users." +"Opcionalmente, marque a caixa de seleção :guilabel:`Filtro padrão` para " +"tornar essa visualização atual o filtro padrão ao abrir o relatório de " +"ações. Ou marque a caixa de seleção :guilabel:`Compartilhado` para tornar a " +"opção de pesquisa disponível para outros usuários." #: ../../content/applications/inventory_and_mrp/maintenance.rst:8 msgid "Maintenance" @@ -28919,11 +29498,9 @@ msgstr "Incluir informações adicionais sobre o produto" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" -"A aba :guilabel:`informações do produto` na parte inferior do formulário " -"pode ser usada para fornecer mais detalhes sobre o equipamento:" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" @@ -28977,61 +29554,57 @@ msgstr "Adicionar detalhes de manutenção" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -"A aba :guilabel:`Manuntenção` inclui informações que podem ser úteis para as" -" equipes de manutenção:" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" -":guilabel:`Frequência de manutenção preventiva`: especifica a frequência com" -" que a manutenção deve ser realizada para evitar falhas no equipamento" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" -msgstr "" -":guilabel:`Duração da manutenção`: o tempo necessário para consertar o " -"equipamento quando ele falha" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" -":guilabel:`Tempo médio previsto entre falhas`: a quantidade média de tempo " -"que se espera que o equipamento opere antes de falhar" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." -msgstr "A aba \"Manutenção\" do novo equipamento." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 -msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." +msgid "The maintenance tab for a piece of equipment." msgstr "" -"A aba :guilabel:`Manutenção` também inclui as seções :guilabel:`Tempo médio " -"entre falhas`, :guilabel:`Estimativa da próxima falha`, :guilabel:`Última " -"falha` e :guilabel:`Tempo médio de reparo`. Esses valores são calculados " -"automaticamente com base nas solicitações de manutenção, se houver alguma." -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" -"Para ver as solicitações de manutenção de um equipamento, acesse a página do" -" equipamento e selecione :guilabel:`Manutenção` no canto superior direito do" -" formulário." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 msgid "Maintenance calendar" @@ -32310,9 +32883,9 @@ msgid "" "documentation on :doc:`creating a bill of materials " "<../basic_setup/bill_configuration>`." msgstr "" -"For a complete guide on how to properly configure a new |BOM|, see the " -"documentation on :doc:`creating a bill of materials " -"<../basic_setup/bill_configuration>`." +"Para obter um guia completo sobre como configurar corretamente uma nova " +"|LM|, consulte a documentação sobre :doc:`como criar uma lista de materiais " +"<.../basic_setup/bill_configuration>`." #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:35 msgid "" @@ -32529,29 +33102,30 @@ msgid "" "and often include production operations and step-by-step guidelines, as " "well." msgstr "" -"A *bill of materials* (or *BoM* for short) documents specific components, " -"along with their respective quantities, that are needed to produce or repair" -" a product. In Odoo, |BoMs| as blueprints for manufactured goods and kits, " -"and often include production operations and step-by-step guidelines, as " -"well." +"Uma *lista de materiais* (ou *LM*) documenta componentes específicos, " +"juntamente com suas respectivas quantidades, que são necessários para " +"produzir ou reparar um produto. No Odoo, os *LMs| são plantas de produtos " +"manufaturados e kits, e geralmente incluem operações de produção e " +"diretrizes passo a passo também." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:15 msgid "BoM setup" -msgstr "BoM setup" +msgstr "Configuração da LM" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:17 msgid "" "To create a |BOM|, go to :menuselection:`Manufacturing app --> Products --> " "Bills of Materials` and click :guilabel:`New`." msgstr "" -"To create a |BOM|, go to :menuselection:`Manufacturing app --> Products --> " -"Bills of Materials` and click :guilabel:`New`." +"Para criar uma |LM|, vá para :menuselection:`app Fabricação --> Produtos -->" +" Listas de materiais` e clique em :guilabel:`Novo`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:20 msgid "" "Next, set the :guilabel:`BoM Type` to :guilabel:`Manufacture this Product`." msgstr "" -"Next, set the :guilabel:`BoM Type` to :guilabel:`Manufacture this Product`." +"Em seguida, defina o :guilabel:`Tipo LM` como :guilabel:`Fabricar este " +"produto`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:22 msgid "" @@ -32559,9 +33133,9 @@ msgid "" "components>` and, if necessary, define any :ref:`manufacturing operations " "`." msgstr "" -"Then, specify :ref:`required components ` and, if necessary, define any :ref:`manufacturing operations " -"`." +"Em seguida, especifique :ref:`componentes necessários " +"` e, se necessário, defina " +":ref:`operações de fabricação `." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:26 msgid "" @@ -32571,19 +33145,19 @@ msgid "" "well as through any internal links where a product is referenced (such as in" " a field or a line item)." msgstr "" -"Individual |BOMs| can also be quickly accessed or created by clicking the " -":guilabel:`Bill of Materials` smart button on any product form, as " -"accessible through the *Sales*, *Inventory*, and *Manufacturing* apps, as " -"well as through any internal links where a product is referenced (such as in" -" a field or a line item)." +"As |LMs| individuais também podem ser acessadas ou criadas rapidamente " +"clicando no botão inteligente :guilabel:`Lista de materiais` em qualquer " +"formulário de produto, acessível por meio dos aplicativos *Vendas*, " +"*Inventário* e *Fabricação*, bem como por qualquer link interno em que um " +"produto seja referenciado (como em um campo ou item de linha)." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:35 msgid "Show BoM for a product, with components listed." -msgstr "Show BoM for a product, with components listed." +msgstr "Mostrar a LM de um produto, com os componentes listados." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:35 msgid "BoM for `Drawer`, displaying the **Components** tab." -msgstr "BoM for `Drawer`, displaying the **Components** tab." +msgstr "LM para `Gaveta`, exibindo a aba **Componentes**." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:38 msgid ":doc:`../advanced_configuration/kit_shipping`" @@ -32607,17 +33181,17 @@ msgid "" ":guilabel:`Create and edit...` option to add the component and continue to " "its configuration form." msgstr "" -"In the :guilabel:`Components` tab of a |BOM|, specify components used to " -"manufacture the product by clicking :guilabel:`Add a line`. From the " -":guilabel:`Components` drop-down menu, select from existing products or " -"create a new product by typing the name and selecting either the " -":guilabel:`Create \" \"` option to quickly add the line item, or the " -":guilabel:`Create and edit...` option to add the component and continue to " -"its configuration form." +"Na aba :guilabel:`Componentes` de um |LM|, especifique os componentes usados" +" para fabricar o produto clicando em :guilabel:`Adicionar uma linha`. No " +"menu suspenso :guilabel:`Componentes`, selecione entre os produtos " +"existentes ou crie um novo produto digitando o nome e selecionando a opção " +":guilabel:`Criar \"\"` para adicionar rapidamente o item de linha ou a opção" +" :guilabel:`Criar e editar…` para adicionar o componente e continuar em seu " +"formulário de configuração." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Add a component by selecting it from the drop-down menu." -msgstr "Add a component by selecting it from the drop-down menu." +msgstr "Adicione um componente selecionando-o no menu suspenso." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:56 msgid "" @@ -32626,10 +33200,10 @@ msgid "" ":guilabel:`Components` tab. Tick the checkboxes for the following features " "to enable these columns:" msgstr "" -"Optionally, access additional fields by clicking the :icon:`oi-settings-" -"adjust` :guilabel:`(settings adjust)` icon to the far-right of the " -":guilabel:`Components` tab. Tick the checkboxes for the following features " -"to enable these columns:" +"Opcionalmente, acesse campos adicionais clicando no ícone :icon:`oi-" +"settings-adjust` :guilabel:`(ajuste das configurações)` na extremidade " +"direita da aba :guilabel:`Componentes`. Marque as caixas de seleção dos " +"seguintes recursos para ativar essas colunas:" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:60 msgid "" @@ -32637,9 +33211,10 @@ msgid "" "<../advanced_configuration/product_variants>` each component is used in. " "When the field is left blank, the component is used in all product variants." msgstr "" -":guilabel:`Apply on Variants`: specify which :doc:`product variant " -"<../advanced_configuration/product_variants>` each component is used in. " -"When the field is left blank, the component is used in all product variants." +":guilabel:`Aplicar em variantes`: especifica em qual :doc:`variante de " +"produto <.../advanced_configuration/product_variants>` cada componente é " +"usado. Quando o campo é deixado em branco, o componente é usado em todas as " +"variantes do produto." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:66 msgid "" @@ -32647,8 +33222,8 @@ msgid "" "component. Useful for determining :ref:`manufacturing readiness " "`." msgstr "" -":guilabel:`Consumed in Operation`: specify the operation using the " -"component. Useful for determining :ref:`manufacturing readiness " +":guilabel:`Consumido na operação`: especifica a operação que está usando o " +"componente. Útil para determinar a :ref:`prontidão para fabricação " "`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:68 @@ -32656,12 +33231,13 @@ msgid "" ":guilabel:`Manual Consumption`: tick the checkbox to force operators to " "check the :guilabel:`Consumed` checkbox on a manufacturing order (MO)." msgstr "" -":guilabel:`Manual Consumption`: tick the checkbox to force operators to " -"check the :guilabel:`Consumed` checkbox on a manufacturing order (MO)." +":guilabel:`Consumo manual`: marque a caixa de seleção para forçar os " +"operadores a marcar a caixa de seleção :guilabel:`Consumido` em uma ordem de" +" produção (MO)." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show a manufacturing order, highlighting the *Consumed* field." -msgstr "Show a manufacturing order, highlighting the *Consumed* field." +msgstr "Uma ordem de produção, destacando o campo *Consumido*." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:75 msgid "" @@ -32669,13 +33245,13 @@ msgid "" "where the consumed component quantity must be manually inputted. Otherwise, " "the operation cannot be completed." msgstr "" -"Not doing so triggers the :guilabel:`Consumption Warning` error message, " -"where the consumed component quantity must be manually inputted. Otherwise, " -"the operation cannot be completed." +"Se isso não for feito, será acionada a mensagem de erro :guilabel:`Aviso de " +"consumo`, na qual a quantidade de componentes consumidos deverá ser inserida" +" manualmente. Caso contrário, a operação não poderá ser concluída." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show the consumption warning error message." -msgstr "Show the consumption warning error message." +msgstr "Mensagem de erro de aviso de consumo." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:85 msgid "Operations" @@ -32689,11 +33265,12 @@ msgid "" "Configuration --> Settings`. In the :guilabel:`Operations` section, tick the" " :guilabel:`Work Orders` checkbox to enable the feature." msgstr "" -"Add an *operation* to a |BOM| to specify instructions for production and " -"register time spent on an operation. To use this feature, first enable the " -"*Work Orders* feature by going to :menuselection:`Manufacturing app --> " -"Configuration --> Settings`. In the :guilabel:`Operations` section, tick the" -" :guilabel:`Work Orders` checkbox to enable the feature." +"Adicione uma *operação* a um |LM| para especificar instruções de produção e " +"registrar o tempo gasto em uma operação. Para usar esse recurso, primeiro " +"ative o recurso *Ordens de trabalho* acessando :menuselection:`app " +"Fabricação --> Configuração --> Definições`. Na seção :guilabel:`Operações`," +" marque a caixa de seleção :guilabel:`Ordens de trabalho` para ativar o " +"recurso." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:93 msgid ":doc:`../advanced_configuration/work_order_dependencies`" @@ -32701,7 +33278,7 @@ msgstr ":doc:`../advanced_configuration/work_order_dependencies`" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "\"Work Orders\" feature in the Settings page." -msgstr "\"Work Orders\" feature in the Settings page." +msgstr "Recurso \"Ordens de trabalho\" na página Definições." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:99 msgid "" @@ -32710,22 +33287,22 @@ msgid "" "a new operation, go to the :guilabel:`Operations` tab, and click " ":guilabel:`Add a line`." msgstr "" -"Next, navigate to the |BOM| by going to :menuselection:`Manufacturing app " -"--> Products --> Bill of Materials` and selecting the desired |BOM|. To add " -"a new operation, go to the :guilabel:`Operations` tab, and click " -":guilabel:`Add a line`." +"Em seguida, navegue até a |LM| indo até :menuselection:`app Fabricação --> " +"Produtos --> Lista de materiais` e selecionando a |LM| desejada. Para " +"adicionar uma nova operação, vá até a aba :guilabel:`Operações` e clique em " +":guilabel:`Adicionar uma linha`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:103 msgid "" "Doing so opens the :guilabel:`Create Operations` pop-up window, where the " "various fields of the operation are configured:" msgstr "" -"Doing so opens the :guilabel:`Create Operations` pop-up window, where the " -"various fields of the operation are configured:" +"Isso abre a janela pop-up :guilabel:`Criar operações`, na qual os vários " +"campos da operação são configurados:" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:106 msgid ":guilabel:`Operation`: name of the operation." -msgstr ":guilabel:`Operation`: name of the operation." +msgstr ":guilabel:`Operação`: nome da operação." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:107 msgid "" @@ -32733,9 +33310,9 @@ msgid "" " or create a new work center by typing the name and selecting the " ":guilabel:`Create \" \"` option." msgstr "" -":guilabel:`Work Center`: select existing locations to perform the operation," -" or create a new work center by typing the name and selecting the " -":guilabel:`Create \" \"` option." +":guilabel:`Centro de trabalho`: selecione os locais existentes para realizar" +" a operação ou crie um novo centro de trabalho digitando o nome e " +"selecionando a opção :guilabel:`Criar \" \"`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:109 msgid "" @@ -32743,16 +33320,16 @@ msgid "" "for certain product variants. If the operation applies to all product " "variants, leave this field blank." msgstr "" -":guilabel:`Apply on Variants`: specify if this operation is only available " -"for certain product variants. If the operation applies to all product " -"variants, leave this field blank." +":guilabel:`Aplicar em variantes`: especifique se essa operação está " +"disponível apenas para determinadas variantes de produtos. Se a operação se " +"aplicar a todas as variantes de produtos, deixe esse campo em branco." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:113 msgid "" ":doc:`Configuring BoMs for product variants " "<../advanced_configuration/product_variants>`" msgstr "" -":doc:`Configuring BoMs for product variants " +":doc:`Configuração de LMs para variantes de produtos " "<../advanced_configuration/product_variants>`" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:115 @@ -32762,10 +33339,11 @@ msgid "" "operation's time tracker or :guilabel:`Set duration manually` if operators " "can record and modify time themselves." msgstr "" -":guilabel:`Duration Computation`: choose how time spent on the operation is " -"tracked. Opt for :guilabel:`Compute based on tracked time` to use the " -"operation's time tracker or :guilabel:`Set duration manually` if operators " -"can record and modify time themselves." +":guilabel:`Cálculo da duração`: escolha como o tempo gasto na operação é " +"monitorado. Opte por :guilabel:`Calcular com base no tempo registrado` para " +"usar o rastreador de tempo da operação ou :guilabel:`Definir a duração " +"manualmente` se os operadores puderem registrar e modificar o tempo eles " +"mesmos." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:119 msgid "" @@ -32775,11 +33353,11 @@ msgid "" "operations. Choosing :guilabel:`Set duration manually` enables the " ":guilabel:`Default Duration` field instead." msgstr "" -"Choosing the :guilabel:`Compute based on tracked time` option enables the " -":guilabel:`Based on last __ work orders` option, which automatically " -"estimates the time to complete this operation based on the last few " -"operations. Choosing :guilabel:`Set duration manually` enables the " -":guilabel:`Default Duration` field instead." +"A escolha da opção :guilabel:`Calcular com base no tempo registrado` ativa a" +" opção :guilabel:`Com base nas últimas __ ordens de trabalho`, que estima " +"automaticamente o tempo para concluir essa operação com base nas últimas " +"operações. A escolha de :guilabel:`Definir a duração manualmente` ativa o " +"campo :guilabel:`Duração padrão` em vez disso." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:123 msgid "" @@ -32788,14 +33366,16 @@ msgid "" "`_ and determining `work center" " availability `_." msgstr "" -":guilabel:`Default Duration`: estimated amount of time to complete the " -"operation; used for `planning manufacturing orders " -"`_ and determining `work center" -" availability `_." +":guilabel:`Duração padrão`: tempo estimado para concluir a operação; usado " +"para `planejar ordens de produção " +"`_ e determinar a " +"`disponibilidade do centro de trabalho " +"`_." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:126 msgid ":guilabel:`Company`: specify the company the |BOM| is available in." -msgstr ":guilabel:`Company`: specify the company the |BOM| is available in." +msgstr "" +":guilabel:`Empresa`: especifique a empresa na qual a |LM| está disponível." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:128 msgid "" @@ -32804,24 +33384,26 @@ msgid "" "access to share a link. Select :guilabel:`Text` to type instructions in the " ":guilabel:`Description` text field." msgstr "" -"Include operation details in the :guilabel:`Work Sheet` tab. Choose " -":guilabel:`PDF` to attach a file or :guilabel:`Google Slide` with *public* " -"access to share a link. Select :guilabel:`Text` to type instructions in the " -":guilabel:`Description` text field." +"Inclua os detalhes da operação na guia :guilabel:`Planilha de trabalho`. " +"Escolha :guilabel:`PDF` para anexar um arquivo ou :guilabel:`Google Slide` " +"com acesso *público* para compartilhar um link. Selecione :guilabel:`Texto` " +"para digitar instruções no campo de texto :guilabel:`Descrição`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:133 msgid "" "Type `/` for a list of formatting options and features, including ChatGPT." msgstr "" -"Type `/` for a list of formatting options and features, including ChatGPT." +"Digite `/` para obter uma lista de opções e recursos de formatação, " +"incluindo ChatGPT." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show ChatGPT feature to generate instructions for a work order." -msgstr "Show ChatGPT feature to generate instructions for a work order." +msgstr "" +"Mostrar o recurso ChatGPT para gerar instruções para uma ordem de trabalho." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Fill out the Create Operations pop-up window." -msgstr "Fill out the Create Operations pop-up window." +msgstr "Preencha a janela pop-up Criar operações." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:143 msgid "" @@ -32829,27 +33411,27 @@ msgid "" " more operations, click :guilabel:`Save & New` and repeat the same steps " "above to configure another operation." msgstr "" -"Finally, click :guilabel:`Save \\& Close` to close the pop-up window. To add" -" more operations, click :guilabel:`Save & New` and repeat the same steps " -"above to configure another operation." +"Por fim, clique em :guilabel:`Salvar e Fechar` para fechar a janela pop-up. " +"Para adicionar mais operações, clique em :guilabel:`Salvar e Novo` e repita " +"as mesmas etapas acima para configurar outra operação." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:147 msgid "" "Each operation is unique, as it is always exclusively linked to one |BOM|." msgstr "" -"Each operation is unique, as it is always exclusively linked to one |BOM|." +"Cada operação é única, pois está sempre vinculada exclusivamente a um |LM|." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:150 msgid "" "After creating an operation, click the :guilabel:`Copy Existing Operations` " "button to choose an operation to duplicate." msgstr "" -"After creating an operation, click the :guilabel:`Copy Existing Operations` " -"button to choose an operation to duplicate." +"Depois de criar uma operação, clique no botão :guilabel:`Copiar operações " +"existentes` para escolher uma operação a ser duplicada." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show Operation tab, highlighting the \"Copy Existing Operations\" field." -msgstr "Show Operation tab, highlighting the \"Copy Existing Operations\" field." +msgstr "Aba Operação, destacando o campo Copiar operações existentes." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:158 msgid "Instructions" @@ -32860,8 +33442,8 @@ msgid "" "To add detailed instructions to operations, the *Quality* app must be " "installed." msgstr "" -"To add detailed instructions to operations, the *Quality* app must be " -"installed." +"Para adicionar instruções detalhadas às operações, o aplicativo *Qualidade* " +"deve estar instalado." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:163 msgid "" @@ -32871,15 +33453,14 @@ msgid "" "column shows the number of existing detailed instructions there are for the " "operation." msgstr "" -"Add specific instructions to an existing operation by clicking the " -"operation's :icon:`fa-list-ul` :guilabel:`(list)` icon in the " -":guilabel:`Instructions` column. The number in the :guilabel:`Instructions` " -"column shows the number of existing detailed instructions there are for the " -"operation." +"Adicione instruções específicas a uma operação existente clicando no ícone " +":icon:`fa-list-ul` :guilabel:`(lista)` da operação na coluna " +":guilabel:`Instruções`. O número na coluna :guilabel:`Instruções` mostra o " +"número de instruções detalhadas existentes para a operação." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the Instructions column, and list icon." -msgstr "Show the Instructions column, and list icon." +msgstr "Coluna Instruções e o ícone da lista." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:172 msgid "" @@ -32890,12 +33471,12 @@ msgid "" ":guilabel:`Instructions` tab of the form, write out the directions for the " "step in the operation." msgstr "" -"On the :guilabel:`Steps` dashboard, click :guilabel:`New` to open a blank " -"quality control point form where the new manufacturing step can be created. " -"Here, give the specific instruction a :guilabel:`Title` and set the " -":guilabel:`Type` to :guilabel:`Instructions`. In the " -":guilabel:`Instructions` tab of the form, write out the directions for the " -"step in the operation." +"No painel :guilabel:`Etapas`, clique em :guilabel:`Novo` para abrir um " +"formulário de ponto de controle de qualidade em branco onde a nova etapa de " +"fabricação pode ser criada. Aqui, dê à instrução específica um " +":guilabel:`Título` e defina o :guilabel:`Tipo` como :guilabel:`Instruções`. " +"Na aba :guilabel:`Instruções` do formulário, escreva as instruções para a " +"etapa da operação." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:178 msgid "" @@ -32905,15 +33486,16 @@ msgid "" "control points refer the :doc:`Instruction check " "<../../quality/quality_check_types/instructions_check>` documentation." msgstr "" -"Further customizations can be made here on this form, beyond ordinary " -"instructions, to also include specific types of quality control points that " -"carry specific (or complex) conditions. For more details about quality " -"control points refer the :doc:`Instruction check " -"<../../quality/quality_check_types/instructions_check>` documentation." +"Outras personalizações podem ser feitas aqui nesse formulário, além das " +"instruções comuns, para incluir também tipos específicos de pontos de " +"controle de qualidade que apresentam condições específicas (ou complexas). " +"Para obter mais detalhes sobre pontos de controle de qualidade, consulte a " +"documentação :doc:`Verificação de instruções " +"<.../.../quality/quality_check_types/instructions_check>`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the page to add a quality check." -msgstr "Show the page to add a quality check." +msgstr "Página para adicionar uma verificação de qualidade." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:188 msgid "Miscellaneous" @@ -32925,9 +33507,9 @@ msgid "" "customize procurement, calculate costs, and define how components are " "consumed." msgstr "" -"The :guilabel:`Miscellaneous` tab contains more |BoM| configurations to " -"customize procurement, calculate costs, and define how components are " -"consumed." +"A aba :guilabel:`Diversos` contém mais configurações de |LM| para " +"personalizar a aquisição, calcular custos e definir como os componentes são " +"consumidos." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:195 msgid "" @@ -32940,14 +33522,15 @@ msgid "" "displays a **red** :guilabel:`Not Available` component status unless all " "components are in available." msgstr "" -":guilabel:`Manufacturing Readiness`: choosing :guilabel:`When components for" -" the 1st operation are available` shows the :guilabel:`Component Status` as " -"a **green** :guilabel:`Not Available`, when only the components that are " -"consumed in the first operation are in stock. This indicates that although " -"not all components are available, operators can at least begin with the " -"first operation. Choosing :guilabel:`When all components are available` " -"displays a **red** :guilabel:`Not Available` component status unless all " -"components are in available." +":guilabel:`Prontidão para fabricação`: a escolha de :guilabel:`Quando os " +"componentes para a 1ª operação estiverem disponíveis` mostra o " +":guilabel:`Status do componente` como **verde** :guilabel:`Não disponível`, " +"quando apenas os componentes consumidos na primeira operação estão em " +"estoque. Isso indica que, embora nem todos os componentes estejam " +"disponíveis, os operadores podem pelo menos começar a primeira operação. A " +"escolha de :guilabel:`Quando todos os componentes estiverem disponíveis` " +"exibe um status **vermelho** de componente :guilabel:`Não disponível`, a " +"menos que todos os componentes estejam disponíveis." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:203 msgid "" @@ -32955,23 +33538,21 @@ msgid "" ":ref:`Manual Consumption field `." msgstr "" -"Specify which operation consumes each component on the |BoM| in the " -":ref:`Manual Consumption field `." +"Especifique qual operação consome cada componente no |LM| no campo " +":ref:`Consumo manual `." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "" "Show the *Component Status* field on the manufacturing order dashboard." -msgstr "" -"Show the *Component Status* field on the manufacturing order dashboard." +msgstr "O campo *Status do componente* no painel da ordem de produção." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:210 msgid "" ":guilabel:`Version`: displays the current |BoM| version, visible with the " "Odoo *PLM* app installed for managing |BoM| changes." msgstr "" -":guilabel:`Version`: displays the current |BoM| version, visible with the " -"Odoo *PLM* app installed for managing |BoM| changes." +":guilabel:`Versão`: exibe a versão atual da LM, visível com o aplicativo " +"Odoo *PLM* instalado para gerenciar as alterações da LM." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:212 msgid "" @@ -32980,10 +33561,10 @@ msgid "" "operators **must** adhere strictly to the |BoM| quantity. Otherwise, choose " ":guilabel:`Allowed` or :guilabel:`Allowed with Warning`." msgstr "" -":guilabel:`Flexible Consumption`: specifies if components used can deviate " -"from the quantity defined on the |BoM|. Choose :guilabel:`Blocked` if " -"operators **must** adhere strictly to the |BoM| quantity. Otherwise, choose " -":guilabel:`Allowed` or :guilabel:`Allowed with Warning`." +":guilabel:`Consumo flexível`: especifica se os componentes usados podem se " +"desviar da quantidade definida na |LM|. Escolha :guilabel:`Bloqueado` se os " +"operadores **devem** aderir estritamente à quantidade do |LM|. Caso " +"contrário, escolha :guilabel:`Permitido` ou :guilabel:`Permitido com aviso`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:215 msgid "" @@ -32991,9 +33572,10 @@ msgid "" "operation type for products produced in multiple warehouses. If left blank, " "this warehouse's `Manufacturing` operation type is used by default." msgstr "" -":guilabel:`Routing`: select the preferred warehouse's manufacturing " -"operation type for products produced in multiple warehouses. If left blank, " -"this warehouse's `Manufacturing` operation type is used by default." +":guilabel:`Roteamento`: selecione o tipo de operação de fabricação do " +"armazém preferido para produtos produzidos em vários armazéns. Se for " +"deixado em branco, o tipo de operação `Fabricação` desse armazém será usado " +"por padrão." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:218 msgid "" @@ -33003,34 +33585,34 @@ msgid "" "to automatically record the cost of manufacturing products in the chosen " "journal." msgstr "" -":guilabel:`Analytic Distribution`: select pre-created :doc:`analytic " -"distribution models " -"<../../../finance/accounting/reporting/analytic_accounting>` from the list " -"to automatically record the cost of manufacturing products in the chosen " -"journal." +":guilabel:`Distribuição analítica`: selecione os :doc:`modelos de " +"distribuição analítica " +"<../../../finance/accounting/reporting/analytic_accounting>` pré-criados da " +"lista para registrar automaticamente o custo de fabricação de produtos no " +"diário escolhido." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:221 msgid "" ":guilabel:`Manuf Lead Time`: define the number of days needed to complete a " "|MO| from the date of confirmation." msgstr "" -":guilabel:`Manuf Lead Time`: define the number of days needed to complete a " -"|MO| from the date of confirmation." +":guilabel:`Prazo de entrega da fabricação`: define o número de dias " +"necessários para concluir uma |MO| a partir da data de confirmação." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:223 msgid "" ":guilabel:`Days to prepare Manufacturing Order`: number of days needed to " "replenish components, or manufacture sub-assemblies of the product." msgstr "" -":guilabel:`Days to prepare Manufacturing Order`: number of days needed to " -"replenish components, or manufacture sub-assemblies of the product." +":guilabel:`Dias para preparar a ordem de produção`: número de dias " +"necessários para repor componentes ou fabricar subconjuntos do produto." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:227 msgid "" ":doc:`Analytic distribution " "<../../../finance/accounting/reporting/analytic_accounting>`" msgstr "" -":doc:`Analytic distribution " +":doc:`Distribuição analítica " "<../../../finance/accounting/reporting/analytic_accounting>`" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:228 @@ -33038,16 +33620,16 @@ msgid "" ":doc:`Lead times " "<../../inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates>`" msgstr "" -":doc:`Lead times " +":doc:`Prazo de entrega " "<../../inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates>`" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the *Miscellaneous* tab of the BoM." -msgstr "Show the *Miscellaneous* tab of the BoM." +msgstr "Aba *Diversos* na LM." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:236 msgid "Add by-products to BoMs" -msgstr "Add by-products to BoMs" +msgstr "Adicionar subprodutos às LMs" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:238 msgid "" @@ -33055,9 +33637,9 @@ msgid "" "addition to the main product of a |BOM|. Unlike the primary product, there " "can be more than one by-product on a |BOM|." msgstr "" -"A *by-product* is a residual product that is created during production in " -"addition to the main product of a |BOM|. Unlike the primary product, there " -"can be more than one by-product on a |BOM|." +"Um *subproduto* é um produto residual que é criado durante a produção, além " +"do produto principal de uma |LM|. Ao contrário do produto principal, pode " +"haver mais de um subproduto em uma |LM|." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:241 msgid "" @@ -33066,14 +33648,14 @@ msgid "" ":guilabel:`Operations` section, tick the checkbox for :guilabel:`By-" "Products` to enable the feature." msgstr "" -"To add by-products to a |BOM|, first enable the *By-Products* feature in " -":menuselection:`Manufacturing app --> Configuration --> Settings`. In the " -":guilabel:`Operations` section, tick the checkbox for :guilabel:`By-" -"Products` to enable the feature." +"Para adicionar subprodutos a uma |LM|, primeiro ative o recurso " +"*Subprodutos* em :menuselection:`app Fabricação--> Configuração --> " +"Definições`. Na seção :guilabel:`Operações`, marque a caixa de seleção de " +":guilabel:`Subprodutos` para ativar o recurso." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "\"By Products\" feature in the settings page." -msgstr "\"By Products\" feature in the settings page." +msgstr "Recurso \"Subprodutos\" na página Definições." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:249 msgid "" @@ -33083,23 +33665,23 @@ msgid "" "Measure`. Optionally, specify a :guilabel:`Produced in Operation` for the " "by-product." msgstr "" -"Once the feature is enabled, add by-products to a |BOM| by clicking the " -":guilabel:`By-products` tab. Click :guilabel:`Add a line`, and fill in the " -":guilabel:`By-product`, :guilabel:`Quantity`, and :guilabel:`Unit of " -"Measure`. Optionally, specify a :guilabel:`Produced in Operation` for the " -"by-product." +"Quando o recurso estiver ativado, adicione subprodutos a uma |LM| clicando " +"na aba :guilabel:`Subprodutos`. Clique em :guilabel:`Adicionar uma linha` e " +"preencha os campos :guilabel:`Subproduto`, :guilabel:`Quantidade` e " +":guilabel:`Unidade de medida`. Opcionalmente, especifique um " +":guilabel:`Produzido em operação` para o subproduto." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:255 msgid "" "The by-product, `Mush`, is created in the `Grind grapes` operation when " "producing `Red Wine`." msgstr "" -"The by-product, `Mush`, is created in the `Grind grapes` operation when " -"producing `Red Wine`." +"O subproduto `Mosto` é criado na operação `Moer uvas` ao produzir `Vinho " +"tinto`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show sample by-product in the BoM." -msgstr "Show sample by-product in the BoM." +msgstr "Exemplo de subproduto no LM." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:3 msgid "Manufacturing product configuration" @@ -33151,7 +33733,7 @@ msgstr "A rota de fabricação na aba Inventário de uma página de produto." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:30 msgid "Lot/serial number tracking" -msgstr "Lot/serial number tracking" +msgstr "Rastreamento de número de série/lote" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:32 msgid "" @@ -33162,12 +33744,12 @@ msgid "" ":guilabel:`Inventory` tab. In the :guilabel:`Tracking` field, select " ":guilabel:`By Unique Serial Number` or :guilabel:`By Lots`." msgstr "" -"The assignment of lots or serial numbers to newly manufactured products is " -"optional. To optionally :doc:`assign lots or serial numbers " -"<../../inventory/product_management/product_tracking/create_sn>` to newly " -"manufactured products, go to the :guilabel:`Traceability` section in the " -":guilabel:`Inventory` tab. In the :guilabel:`Tracking` field, select " -":guilabel:`By Unique Serial Number` or :guilabel:`By Lots`." +"A atribuição de lotes ou números de série a produtos recém-fabricados é " +"opcional. Para :doc:`atribuir lotes ou números de série " +"<.../.../inventory/product_management/product_tracking/create_sn>` a " +"produtos recém-fabricados, vá para a seção :guilabel:`Rastreabilidade` na " +"aba :guilabel:`Inventário`. No campo :guilabel:`Rastreamento`, selecione " +":guilabel:`Por número de série exclusivo` ou :guilabel:`Por lotes`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:38 msgid "" @@ -33175,17 +33757,17 @@ msgid "" "the *Register Production* instruction on a work order card in the *Shop " "Floor* app." msgstr "" -"Doing so enables the *Lot/Serial Number* field on a manufacturing order, or " -"the *Register Production* instruction on a work order card in the *Shop " -"Floor* app." +"Isso ativa o campo *Número do série/lote* em uma ordem de fabricação ou a " +"instrução *Registrar produção* em um cartão de ordem de seviço no aplicativo" +" *Chão de fábrica*." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:45 msgid "\"Lot/Serial Number\" field on the MO." -msgstr "\"Lot/Serial Number\" field on the MO." +msgstr "Campo \"Número de série/lote\" na MO." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:45 msgid "**Lot/Serial Number** field on the MO." -msgstr "**Lot/Serial Number** field on the MO." +msgstr "Campo **Número de série/lote** na MO." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:51 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:51 @@ -33193,8 +33775,8 @@ msgid "" "**Register Production** option to generate lot/serial number on a work order" " card." msgstr "" -"**Register Production** option to generate lot/serial number on a work order" -" card." +"Opção **Registrar produção** para gerar número de série/lote em um cartão de" +" ordem de trabalho." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:54 msgid "Configure a bill of materials (BoM)" @@ -33299,11 +33881,12 @@ msgid "" "For more information about bills of materials, see the documentation on how " "to :doc:`create a bill of materials `." msgstr "" -"The section above provides instructions for creating a basic |BOM| that " -"allows a product to be manufactured in Odoo. However, it is by no means an " -"exhaustive summary of all the options available when configuring a |BOM|. " -"For more information about bills of materials, see the documentation on how " -"to :doc:`create a bill of materials `." +"A seção acima fornece instruções para a criação de uma |LM| básica que " +"permite que um produto seja fabricado no Odoo. Entretanto, ela não é, de " +"forma alguma, um resumo exaustivo de todas as opções disponíveis ao " +"configurar uma |LM|. Para obter mais informações sobre listas de materiais, " +"consulte a documentação sobre como :doc:`criar uma lista de materiais " +"`." #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:3 msgid "One-step manufacturing" @@ -34981,9 +35564,9 @@ msgid "" "responsible for obtaining the components. This workflow is outlined in the " ":doc:`subcontracting/subcontracting_basic` documentation." msgstr "" -"In the *basic* subcontracting workflow, the subcontractor is fully " -"responsible for obtaining the components. This workflow is outlined in the " -":doc:`subcontracting/subcontracting_basic` documentation." +"No fluxo de trabalho *básico* de subcontratação, o subcontratado é " +"totalmente responsável pela obtenção dos componentes. Esse fluxo de trabalho" +" está descrito na documentação :doc:`subcontracting/subcontracting_basic`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:83 msgid "" @@ -34992,10 +35575,10 @@ msgid "" "workflow is outlined in the :doc:`subcontracting/subcontracting_resupply` " "documentation." msgstr "" -"In the *Resupply Subcontractor on Order* workflow, the contracting company " -"sends the components from their warehouse to the subcontractor. This " -"workflow is outlined in the :doc:`subcontracting/subcontracting_resupply` " -"documentation." +"No fluxo de trabalho *Reposição de subcontratação sob demanda*, a empresa " +"contratante envia os componentes do seu armazém para o subcontratado. Esse " +"fluxo de trabalho está descrito na documentação " +":doc:`subcontracting/subcontracting_resupply`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:86 msgid "" @@ -35004,10 +35587,10 @@ msgid "" "the subcontractor. This workflow is outlined in the " ":doc:`subcontracting/subcontracting_dropship` documentation." msgstr "" -"In the *Dropship Subcontractor on Order* workflow, the contracting company " -"purchases the components from a vendor, and has them delivered directly to " -"the subcontractor. This workflow is outlined in the " -":doc:`subcontracting/subcontracting_dropship` documentation." +"No fluxo de trabalho *Envio direto sob demanda para subcontratação*, a " +"empresa contratante compra os componentes de um fornecedor e os entrega " +"diretamente ao subcontratado. Esse fluxo de trabalho é descrito na " +"documentação :doc:`subcontracting/subcontracting_dropship`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:90 msgid "" @@ -35130,7 +35713,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:3 msgid "Basic subcontracting lead times" -msgstr "Basic subcontracting lead times" +msgstr "Prazos básicos de subcontratação" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:8 msgid "" @@ -35139,10 +35722,11 @@ msgid "" "purchased product, which specifies the number of days it usually takes for " "the product's vendor to delivery the product to the purchasing company." msgstr "" -"In Odoo, lead times are used to predict how long it takes to complete a " -"certain action. For example, a *delivery lead time* can be set for a " -"purchased product, which specifies the number of days it usually takes for " -"the product's vendor to delivery the product to the purchasing company." +"No Odoo, os prazos de entrega são usados para prever o tempo necessário para" +" concluir uma determinada ação. Por exemplo, um *prazo de entrega* pode ser " +"definido para um produto comprado, o que especifica o número de dias que " +"normalmente leva para o fornecedor do produto entregar o produto à empresa " +"compradora." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:12 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:13 @@ -35153,10 +35737,10 @@ msgid "" "subcontractor to manufacture a product. Doing so allows the contracting " "company to better predict the delivery dates of subcontracted products." msgstr "" -"For subcontracted products specifically, delivery lead times can be " -"configured to take into account the amount of time required for the " -"subcontractor to manufacture a product. Doing so allows the contracting " -"company to better predict the delivery dates of subcontracted products." +"Especificamente para produtos subcontratados, os prazos de entrega podem ser" +" configurados para levar em conta o tempo necessário para que o " +"subcontratado fabrique um produto. Isso permite que a empresa contratante " +"preveja melhor as datas de entrega dos produtos subcontratados." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:17 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:31 @@ -35165,8 +35749,9 @@ msgid "" "Like all lead times in Odoo, lead times for subcontracted products are only " "an estimate, and are based on how long actions are *expected* to take." msgstr "" -"Like all lead times in Odoo, lead times for subcontracted products are only " -"an estimate, and are based on how long actions are *expected* to take." +"Como todos os prazos de entrega no Odoo, os prazos de entrega de produtos " +"subcontratados são apenas uma estimativa e se baseiam no tempo que se espera" +" que as ações levem." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:20 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:34 @@ -35174,8 +35759,8 @@ msgid "" "Unforeseen circumstances can impact the completion of these actions, which " "means that lead times should not be viewed as guarantees." msgstr "" -"Unforeseen circumstances can impact the completion of these actions, which " -"means that lead times should not be viewed as guarantees." +"Circunstâncias imprevistas podem afetar a conclusão dessas ações, o que " +"significa que os prazos de entrega não devem ser vistos como garantias." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:26 msgid "" @@ -35185,11 +35770,11 @@ msgid "" "factors affecting the delivery date of a product are the amount of time it " "takes the subcontractor to manufacture and deliver it." msgstr "" -"When using the :doc:`basic subcontracting ` workflow " -"to manufacture a product, a company is not responsible for supplying the " -"subcontractor with the necessary components. This means that the only " -"factors affecting the delivery date of a product are the amount of time it " -"takes the subcontractor to manufacture and deliver it." +"Ao usar o fluxo de trabalho de :doc:`subcontratação básica " +"` para fabricar um produto, a empresa não é " +"responsável por fornecer ao subcontratado os componentes necessários. Isso " +"significa que os únicos fatores que afetam a data de entrega de um produto " +"são o tempo que o subcontratado leva para fabricá-lo e entregá-lo." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:31 msgid "" @@ -35198,16 +35783,16 @@ msgid "" "orders (POs) for the product more accurately reflects the amount of time " "required for both manufacturing and delivery." msgstr "" -"By assigning a product's subcontractor a delivery lead time that considers " -"both of these factors, the *Expected Arrival* date displayed on purchase " -"orders (POs) for the product more accurately reflects the amount of time " -"required for both manufacturing and delivery." +"Ao atribuir ao subcontratado de um produto um prazo de entrega que considera" +" esses dois fatores, a data de *Chegada prevista* exibida nos pedidos de " +"compra (POs) do produto reflete com mais precisão o tempo necessário para a " +"fabricação e a entrega." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:36 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:54 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:44 msgid "Product delivery lead time" -msgstr "Product delivery lead time" +msgstr "Prazo de entrega do produto" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:38 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:46 @@ -35216,9 +35801,9 @@ msgid "" ":menuselection:`Inventory app --> Products --> Products`, and select a " "subcontracted product." msgstr "" -"To set a delivery lead time for a product's subcontractor, navigate to " -":menuselection:`Inventory app --> Products --> Products`, and select a " -"subcontracted product." +"Para definir um prazo de entrega para o subcontratado de um produto, navegue" +" até :menuselection:`app Inventário --> Produtos --> Produtos` e selecione " +"um produto subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:59 @@ -35228,10 +35813,10 @@ msgid "" ":guilabel:`Add a line`, and selecting the subcontractor in the " ":guilabel:`Vendor` column." msgstr "" -"Then, select the :guilabel:`Purchase` tab on the product's page. If the " -"subcontractor has not already been added as a vendor, do so now by clicking " -":guilabel:`Add a line`, and selecting the subcontractor in the " -":guilabel:`Vendor` column." +"Em seguida, selecione a aba :guilabel:`Compra` na página do produto. Se o " +"subcontratado ainda não tiver sido adicionado como fornecedor, faça-o agora " +"clicando em :guilabel:`Adicionar uma linha` e selecionando o subcontratado " +"na coluna :guilabel:`Fornecedor`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:63 @@ -35241,9 +35826,9 @@ msgid "" "them to manufacture and deliver the product, in the :guilabel:`Delivery Lead" " Time` column." msgstr "" -"Once the subcontractor has been added, enter the number of days it takes " -"them to manufacture and deliver the product, in the :guilabel:`Delivery Lead" -" Time` column." +"Depois que o subcontratado tiver sido adicionado, insira o número de dias " +"que ele leva para fabricar e entregar o produto na coluna :guilabel:`Prazo " +"de entrega`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst-1 @@ -35252,8 +35837,8 @@ msgid "" "The Delivery Lead Time field for a subcontractor, on the Purchase tab of a " "product page." msgstr "" -"The Delivery Lead Time field for a subcontractor, on the Purchase tab of a " -"product page." +"O campo Prazo de entrega de um subcontratado, na aba Compras de uma página " +"de produto." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:53 msgid "" @@ -35261,13 +35846,13 @@ msgid "" "product's page, and a different :guilabel:`Delivery Lead Time` can be set " "for each." msgstr "" -"Multiple subcontractors can be added to the :guilabel:`Purchase` tab on a " -"product's page, and a different :guilabel:`Delivery Lead Time` can be set " -"for each." +"É possível adicionar vários subcontratados à aba :guilabel:`Compras` da " +"página de um produto, e um :guilabel:`Prazo de entrega` diferente pode ser " +"definido para cada um." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:57 msgid "Lead time workflow" -msgstr "Lead time workflow" +msgstr "Fluxo de trabalho de prazo de entrega" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:59 msgid "" @@ -35275,9 +35860,9 @@ msgid "" "by navigating to :menuselection:`Purchase app --> Orders --> Purchase " "Orders`, and clicking :guilabel:`New`." msgstr "" -"After setting a delivery lead time for a product's vendor, create an |RfQ| " -"by navigating to :menuselection:`Purchase app --> Orders --> Purchase " -"Orders`, and clicking :guilabel:`New`." +"Depois de definir um prazo de entrega para o fornecedor de um produto, crie " +"uma |SDC| navegando até :menuselection:`app Compras --> Pedidos --> Pedidos " +"de compra` e clicando em :guilabel:`Novo`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:62 msgid "" @@ -35286,10 +35871,11 @@ msgid "" "product`, selecting the product in the :guilabel:`Product` column, and " "adding a quantity in the :guilabel:`Quantity` column." msgstr "" -"Specify the subcontractor in the :guilabel:`Vendor` field. Then, add the " -"product in the :guilabel:`Products` tab by clicking :guilabel:`Add a " -"product`, selecting the product in the :guilabel:`Product` column, and " -"adding a quantity in the :guilabel:`Quantity` column." +"Especifique o subcontratado no campo :guilabel:`Fornecedor`. Em seguida, " +"adicione o produto na aba :guilabel:`Produtos` clicando em " +":guilabel:`Adicionar um produto`, selecionando o produto na coluna " +":guilabel:`Produto` e adicionando uma quantidade na coluna " +":guilabel:`Quantidade`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:66 msgid "" @@ -35297,9 +35883,9 @@ msgid "" " |RfQ| auto-populates with a date that reflects the vendor's delivery lead " "time, as specified on the product's page." msgstr "" -"Once a product has been added, the :guilabel:`Expected Arrival` field on the" -" |RfQ| auto-populates with a date that reflects the vendor's delivery lead " -"time, as specified on the product's page." +"Depois que um produto é adicionado, o campo :guilabel:`Chegada prevista` na " +"|SDC| é preenchida automaticamente com uma data que reflete o prazo de " +"entrega do fornecedor, conforme especificado na página do produto." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:69 msgid "" @@ -35309,11 +35895,11 @@ msgid "" "subcontractor has confirmed that they are able to deliver the product by " "that date." msgstr "" -"If the date needs to be adjusted, click on the :guilabel:`Expected Arrival` " -"field to open a calendar popover, and select the desired date. Make sure not" -" to choose a date sooner than the one that was auto-populated, unless the " -"subcontractor has confirmed that they are able to deliver the product by " -"that date." +"Se a data precisar ser ajustada, clique no campo :guilabel:`Chegada " +"prevista` para abrir um popover de calendário e selecione a data desejada. " +"Certifique-se de não escolher uma data anterior à que foi preenchida " +"automaticamente, a menos que o subcontratado tenha confirmado que pode " +"entregar o produto até essa data." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:74 msgid "" @@ -35321,25 +35907,25 @@ msgid "" "|PO|. At this point, the subcontractor should begin manufacturing the " "subcontracted product, before delivering it to the contracting company." msgstr "" -"Finally, click :guilabel:`Confirm Order` on the |RfQ| to turn it into a " -"|PO|. At this point, the subcontractor should begin manufacturing the " -"subcontracted product, before delivering it to the contracting company." +"Por fim, clique em :guilabel:`Confirmar pedido` na |SDC| para transformá-la " +"em uma |PO|. Nesse ponto, o subcontratado deve começar a fabricar o produto " +"subcontratado, antes de entregá-lo à empresa contratante." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:79 msgid "" "Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " "to produce units of their *Tricycle* product." msgstr "" -"Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " -"to produce units of their *Tricycle* product." +"O varejista de bicicletas *Mike's Bikes* trabalha com um subcontratado - " +"*Bike Friends* - para produzir unidades de seu produto *Triciclo*." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:82 msgid "" "On average, Bike Friends requires three days to manufacture a tricycle, plus" " an additional two days to deliver it to Mike's Bikes." msgstr "" -"On average, Bike Friends requires three days to manufacture a tricycle, plus" -" an additional two days to deliver it to Mike's Bikes." +"Em média, a Bike Friends leva três dias para fabricar um triciclo, além de " +"mais dois dias para entregá-lo à Mike's Bikes." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:85 msgid "" @@ -35347,49 +35933,49 @@ msgid "" "tricycles manufactured by Bike Friends: three days for manufacturing, plus " "two days for delivery." msgstr "" -"As a result, Mike's Bikes sets a delivery lead time of five days for " -"tricycles manufactured by Bike Friends: three days for manufacturing, plus " -"two days for delivery." +"Como resultado, a Mike's Bikes estabelece um prazo de entrega de cinco dias " +"para os triciclos fabricados pela Bike Friends: três dias para a fabricação," +" mais dois dias para a entrega." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:88 msgid "" "On May 3rd, Mike's Bikes confirms a |PO| to purchase one tricycle from Bike " "Friends." msgstr "" -"On May 3rd, Mike's Bikes confirms a |PO| to purchase one tricycle from Bike " -"Friends." +"No dia 3 de maio, a Mike's Bikes confirma um |PO| para comprar um triciclo " +"da Bike Friends." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:90 msgid "" "The :guilabel:`Expected Arrival` date listed on the |PO| is May 8th, five " "days after the :guilabel:`Confirmation Date`." msgstr "" -"The :guilabel:`Expected Arrival` date listed on the |PO| is May 8th, five " -"days after the :guilabel:`Confirmation Date`." +"A data da :guilabel:`Chegada prevista` listada no |PO| é 8 de maio, cinco " +"dias após a :guilabel:`Data de confirmação`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst-1 msgid "The Expected Arrival date on a PO for a subcontracted product." -msgstr "The Expected Arrival date on a PO for a subcontracted product." +msgstr "A data de chegada prevista de um pedido de produto subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:97 msgid "" "Bike Friends begins manufacturing the tricycle on May 3rd — the day that the" " |PO| is confirmed — and finishes on May 6th, three days later." msgstr "" -"Bike Friends begins manufacturing the tricycle on May 3rd — the day that the" -" |PO| is confirmed — and finishes on May 6th, three days later." +"A Bike Friends começa a fabricar o triciclo em 3 de maio - o dia em que a " +"|PO| é confirmada - e termina em 6 de maio, três dias depois." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:100 msgid "" "The tricycle is then shipped to Mike's Bikes the same day, and they receive " "it on May 8th, two days later." msgstr "" -"The tricycle is then shipped to Mike's Bikes the same day, and they receive " -"it on May 8th, two days later." +"O triciclo é então enviado para a Mike's Bikes no mesmo dia, e eles o " +"recebem em 8 de maio, dois dias depois." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:3 msgid "Dropship subcontracting lead times" -msgstr "Dropship subcontracting lead times" +msgstr "Prazo para subcontratação de envio direto" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:9 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:9 @@ -35399,10 +35985,11 @@ msgid "" "purchased product, which specifies the number of days it usually takes for " "the product's vendor to deliver the product to the purchasing company." msgstr "" -"In Odoo, lead times are used to predict how long it takes to complete a " -"certain action. For example, a *delivery lead time* can be set for a " -"purchased product, which specifies the number of days it usually takes for " -"the product's vendor to deliver the product to the purchasing company." +"No Odoo, os prazos de entrega são usados para prever o tempo necessário para" +" concluir uma determinada ação. Por exemplo, um *prazo de entrega* pode ser " +"definido para um produto comprado, o que especifica o número de dias que " +"normalmente leva para o fornecedor do produto entregar o produto à empresa " +"compradora." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:17 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:17 @@ -35413,11 +36000,11 @@ msgid "" "the date on which the subcontractor must receive the required components, in" " order to manufacture the product and deliver it on time." msgstr "" -"Certain subcontracted products require the contracting company to supply the" -" subcontractor with manufacturing components. In this case, a *manufacturing" -" lead time* can be used, in addition to the delivery lead time, to generate " -"the date on which the subcontractor must receive the required components, in" -" order to manufacture the product and deliver it on time." +"Certos produtos subcontratados exigem que a empresa contratante forneça ao " +"subcontratado componentes de fabricação. Nesse caso, um *prazo de entrega da" +" fabricação* pode ser usado, além do prazo de entrega, para gerar a data em " +"que o subcontratado deve receber os componentes necessários, a fim de " +"fabricar o produto e entregá-lo no prazo." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:22 msgid "" @@ -35426,10 +36013,10 @@ msgid "" "set to the amount of time it takes the vendor to deliver components to the " "subcontractor." msgstr "" -"In cases where components are dropshipped to the subcontractor, an " -"additional delivery lead time can be set for each component. This should be " -"set to the amount of time it takes the vendor to deliver components to the " -"subcontractor." +"Nos casos em que os componentes são enviados para o subcontratado, um prazo " +"de entrega adicional pode ser definido para cada componente. Isso deve ser " +"definido como o tempo que o fornecedor leva para entregar os componentes ao " +"subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:26 msgid "" @@ -35438,10 +36025,10 @@ msgid "" " it can be dropshipped to the subcontractor by the date on which " "manufacturing must begin." msgstr "" -"Once a delivery lead time has been set on a component, dropship orders for " -"the component display the date by which the order must be confirmed, so that" -" it can be dropshipped to the subcontractor by the date on which " -"manufacturing must begin." +"Uma vez que um prazo de entrega tenha sido definido em um componente, os " +"pedidos de envio direto do componente exibem a data em que o pedido deve ser" +" confirmado, de modo que ele possa ser enviado para o subcontratado até a " +"data em que a fabricação deve começar." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:40 msgid "" @@ -35450,10 +36037,10 @@ msgid "" "the necessary components from a vendor, and having them dropshipped directly" " to the subcontractor." msgstr "" -"When using the :doc:`Dropship Subcontractor on Order " -"` route, a company is responsible for purchasing " -"the necessary components from a vendor, and having them dropshipped directly" -" to the subcontractor." +"Ao usar a rota :doc:`Envio direto sob demanda para subcontratação " +"`, a empresa é responsável por comprar os " +"componentes necessários de um fornecedor e fazer com que eles sejam enviados" +" por envio direto para o subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:44 msgid "" @@ -35462,10 +36049,10 @@ msgid "" "to consider how long it takes the component vendor to dropship the " "components to the subcontractor." msgstr "" -"This means that, in addition to the amount of time it takes the " -"subcontractor to manufacture and deliver the product, it is also necessary " -"to consider how long it takes the component vendor to dropship the " -"components to the subcontractor." +"Isso significa que, além do tempo que o subcontratado leva para fabricar e " +"entregar o produto, também é necessário considerar o tempo que o fornecedor " +"de componentes leva para fazer o envio direto dos componentes para o " +"subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:48 msgid "" @@ -35475,11 +36062,12 @@ msgid "" "orders for the product's components display the deadline for confirming a " "dropship order to send the components to the subcontractor." msgstr "" -"By assigning a product's subcontractor a *delivery lead time*, specifying a " -"*manufacturing lead time* on the product's BoM, and assigning the vendor of " -"the components an additional *delivery lead time*, *Dropship Subcontractor* " -"orders for the product's components display the deadline for confirming a " -"dropship order to send the components to the subcontractor." +"Ao atribuir ao subcontratado de um produto um *prazo de entrega*, " +"especificando o *prazo de entrega da fabricação* na LM do produto e " +"atribuindo ao fornecedor dos componentes um *prazo de entrega* adicional, os" +" pedidos de *Envio direto para subcontratação* dos componentes do produto " +"exibem o prazo para confirmar um pedido de envio direto dos componentes ao " +"subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:56 msgid "" @@ -35487,14 +36075,14 @@ msgid "" ":guilabel:`Inventory app --> Products --> Products`, and select a " "subcontracted product." msgstr "" -"To set a delivery lead time for a product's subcontractor, navigate to " -":guilabel:`Inventory app --> Products --> Products`, and select a " -"subcontracted product." +"Para definir um prazo de entrega para o subcontratado de um produto, navegue" +" até :guilabel:`app Inventário --> Produtos --> Produtos` e selecione um " +"produto subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:71 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:61 msgid "Product manufacturing lead time" -msgstr "Product manufacturing lead time" +msgstr "Prazo de fabricação do produto" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:73 msgid "" @@ -35502,9 +36090,9 @@ msgid "" "Materials` smart button at the top of the product's page. Then, select a BoM" " from the list." msgstr "" -"Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of " -"Materials` smart button at the top of the product's page. Then, select a BoM" -" from the list." +"Em seguida, navegue até o LM do produto clicando no botão inteligente " +":guilabel:`Lista de materiais` na parte superior da página do produto. Em " +"seguida, selecione uma LM na lista." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:76 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:66 @@ -35513,14 +36101,14 @@ msgid "" ":guilabel:`Manuf. Lead Time` field, enter the same number of days that was " "entered in the :guilabel:`Delivery Lead Time` field of the |BoM|'s product." msgstr "" -"On the |BoM|, select the :guilabel:`Miscellaneous` tab. In the " -":guilabel:`Manuf. Lead Time` field, enter the same number of days that was " -"entered in the :guilabel:`Delivery Lead Time` field of the |BoM|'s product." +"Na |LM|, selecione a aba :guilabel:`Diversos`. No campo :guilabel:`Prazo de " +"entrega da fabricação\", insira o mesmo número de dias que foi inserido no " +"campo :guilabel:`Prazo de entrega\" do produto do |LM|." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst-1 msgid "The Manuf. Lead Time field on a product's BoM." -msgstr "The Manuf. Lead Time field on a product's BoM." +msgstr "O campo Prazo de entrega da fabricação na LM de um produto." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:84 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:74 @@ -35531,15 +36119,15 @@ msgid "" "start of the product's delivery lead time. This gives the subcontractor " "enough time to both manufacture and deliver the product." msgstr "" -"While not all of these days are actually used for manufacturing by the " -"subcontractor, setting the same number of days in each field tells Odoo that" -" the subcontractor must receive the components and begin production by the " -"start of the product's delivery lead time. This gives the subcontractor " -"enough time to both manufacture and deliver the product." +"Embora nem todos esses dias sejam de fato usados para a fabricação pelo " +"subcontratado, a definição do mesmo número de dias em cada campo informa ao " +"Odoo que o subcontratado deve receber os componentes e iniciar a produção " +"até o início do prazo de entrega do produto. Isso dá ao subcontratado tempo " +"suficiente para fabricar e entregar o produto." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:90 msgid "Component delivery lead time" -msgstr "Component delivery lead time" +msgstr "Prazo de entrega de componentes" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:92 msgid "" @@ -35548,10 +36136,9 @@ msgid "" ":icon:`oi-arrow-right` :guilabel:`(right arrow)` button to the right of the " "component." msgstr "" -"From the product's BoM, navigate to each component by clicking on the " -"component in the :guilabel:`Components` tab, and then clicking the " -":icon:`oi-arrow-right` :guilabel:`(right arrow)` button to the right of the " -"component." +"Na LM do produto, navegue até cada componente clicando no componente na aba " +":guilabel:`Componentes` e, em seguida, clicando no botão :icon:`oi-arrow-" +"right` :guilabel:`(seta para a direita)` à direita do componente." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:96 msgid "" @@ -35560,10 +36147,10 @@ msgid "" ":guilabel:`Add a line`, and selecting the subcontractor in the " ":guilabel:`Vendor` column." msgstr "" -"On the product page for each component, select the :guilabel:`Purchase` tab." -" If the vendor has not already been added, do so now by clicking " -":guilabel:`Add a line`, and selecting the subcontractor in the " -":guilabel:`Vendor` column." +"Na página do produto para cada componente, selecione a aba " +":guilabel:`Compra`. Se o fornecedor ainda não tiver sido adicionado, faça-o " +"agora clicando em :guilabel:`Adicionar uma linha` e selecionando o " +"subcontratado na coluna :guilabel:`Fornecedor`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:100 msgid "" @@ -35571,13 +36158,13 @@ msgid "" "dropship the product to the subcontractor, in the :guilabel:`Delivery Lead " "Time` column." msgstr "" -"Once the vendor has been added, enter the number of days it takes them to " -"dropship the product to the subcontractor, in the :guilabel:`Delivery Lead " -"Time` column." +"Depois que o fornecedor for adicionado, insira o número de dias que ele leva" +" para fazer o envio direto do produto para o subcontratado, na coluna " +":guilabel:`Prazo de entrega`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:104 msgid "Dropship subcontracting workflow" -msgstr "Dropship subcontracting workflow" +msgstr "Fluxo de trabalho de envio direto para subcontratação" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:82 @@ -35586,9 +36173,9 @@ msgid "" ":menuselection:`Purchase app --> Orders --> Requests for Quotation`, and " "clicking :guilabel:`New`." msgstr "" -"Create a request for quotation (RfQ) for the product by navigating to " -":menuselection:`Purchase app --> Orders --> Requests for Quotation`, and " -"clicking :guilabel:`New`." +"Crie uma solicitação de cotação (SDC) para o produto navegando até " +":menuselection:`app Compras --> Pedidos --> Solicitações de cotação` e " +"clicando em :guilabel:`Novo`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:109 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:85 @@ -35598,10 +36185,11 @@ msgid "" "selecting the product in the :guilabel:`Product` column, and specifying a " "quantity in the :guilabel:`Quantity` column." msgstr "" -"Specify the subcontractor in :guilabel:`Vendor` field. Then, add the product" -" in the :guilabel:`Products` tab by clicking :guilabel:`Add a product`, " -"selecting the product in the :guilabel:`Product` column, and specifying a " -"quantity in the :guilabel:`Quantity` column." +"Especifique o subcontratado no campo :guilabel:`Fornecedor`. Em seguida, " +"adicione o produto na aba :guilabel:`Produtos` clicando em " +":guilabel:`Adicionar um produto`, selecionando o produto na coluna " +":guilabel:`Produto` e especificando uma quantidade na coluna " +":guilabel:`Quantidade`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:113 msgid "" @@ -35609,9 +36197,9 @@ msgid "" " time for the component vendor to dropship the components, and the " "subcontractor to manufacture and deliver the product." msgstr "" -"In the :guilabel:`Expected Arrival` field, enter a date that provides enough" -" time for the component vendor to dropship the components, and the " -"subcontractor to manufacture and deliver the product." +"No campo :guilabel:`Chegada prevista`, insira uma data que ofereça tempo " +"suficiente para que o fornecedor de componentes faça o envio direto dos " +"componentes e o subcontratado fabrique e entregue o produto." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:117 msgid "" @@ -35620,10 +36208,10 @@ msgid "" "of the product. However, this does not consider the time it takes to " "dropship the components to the subcontractor." msgstr "" -"When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field " -"auto-populates with a date that is today's date plus the delivery lead time " -"of the product. However, this does not consider the time it takes to " -"dropship the components to the subcontractor." +"Quando um produto é adicionado a um |SDC|, o campo :guilabel:`Chegada " +"prevista` é preenchido automaticamente com uma data que é a data de hoje " +"mais o prazo de entrega do produto. No entanto, isso não considera o tempo " +"necessário para o envio dos componentes ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:121 msgid "" @@ -35631,9 +36219,10 @@ msgid "" " Order* route, it is necessary to adjust this date to take into account the " "extra time needed for the components to be delivered to the subcontractor." msgstr "" -"When purchasing a product subcontracted using the *Dropship Subcontractor on" -" Order* route, it is necessary to adjust this date to take into account the " -"extra time needed for the components to be delivered to the subcontractor." +"Ao comprar um produto subcontratado usando a rota *Envio direto sob demanda " +"para subcontratação*, é necessário ajustar essa data para levar em conta o " +"tempo extra necessário para que os componentes sejam entregues ao " +"subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:125 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:102 @@ -35642,9 +36231,9 @@ msgid "" "the date as is results in the finished product arriving *after* the date " "listed on the |RfQ|." msgstr "" -"Since production does not begin until they receive the components, leaving " -"the date as is results in the finished product arriving *after* the date " -"listed on the |RfQ|." +"Como a produção não começa até que eles recebam os componentes, deixar a " +"data como está faz com que o produto acabado chegue *após* a data listada na" +" |SDC|." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:128 msgid "" @@ -35652,9 +36241,9 @@ msgid "" "so creates a second |RfQ| to purchase the components from the dropshipper, " "and have them sent to the subcontractor." msgstr "" -"Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing " -"so creates a second |RfQ| to purchase the components from the dropshipper, " -"and have them sent to the subcontractor." +"Em seguida, clique em :guilabel:`Confirmar pedido` para transformar a |SDC| " +"em um |PO|. Isso cria uma segunda |SDC| para comprar os componentes do " +"responsável pelo envio direto e enviá-los ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:131 msgid "" @@ -35662,9 +36251,9 @@ msgid "" "Quotation`, and select the |RfQ| that lists the dropshipper in the " ":guilabel:`Vendor` column." msgstr "" -"Navigate to :menuselection:`Purchase app --> Orders --> Requests for " -"Quotation`, and select the |RfQ| that lists the dropshipper in the " -":guilabel:`Vendor` column." +"Navegue até :menuselection:`app Compras --> Pedidos --> Solicitações de " +"cotação` e selecione a |SDC| que lista o responsável pelo envio direto na " +"coluna :guilabel:`Fornecedor`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:134 msgid "" @@ -35673,10 +36262,9 @@ msgid "" "finished product by the *Expected Arrival* date listed on the subcontractor " "|PO|." msgstr "" -"On the |RfQ|, the :guilabel:`Expected Arrival` field lists the date on which" -" the subcontractor must receive the components, in order to deliver the " -"finished product by the *Expected Arrival* date listed on the subcontractor " -"|PO|." +"Na |SDC|, o campo :guilabel:`Chegada prevista` lista a data em que o " +"subcontratado deve receber os componentes, a fim de entregar o produto " +"acabado na data *Chegada prevista* listada no |PO| do subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:138 msgid "" @@ -35684,9 +36272,9 @@ msgid "" "|RfQ| can be confirmed, in order for the dropshipper to deliver the " "components to the subcontractor by the :guilabel:`Expected Arrival` date." msgstr "" -"The :guilabel:`Order Deadline` field lists the latest date on which the " -"|RfQ| can be confirmed, in order for the dropshipper to deliver the " -"components to the subcontractor by the :guilabel:`Expected Arrival` date." +"O campo :guilabel:`Prazo de pedido` lista a última data em que a |SDC| pode " +"ser confirmada, para que o responsável pelo envio direto entregue os " +"componentes ao subcontratado até a data :guilabel:`Chegada prevista`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:142 msgid "" @@ -35694,9 +36282,10 @@ msgid "" "the purchase of the components from the dropshipper. Doing so causes a " ":guilabel:`Dropship` smart button to appear at the top of the page." msgstr "" -"Click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|, and confirm " -"the purchase of the components from the dropshipper. Doing so causes a " -":guilabel:`Dropship` smart button to appear at the top of the page." +"Clique em :guilabel:`Confirmar pedido` para transformar a |SDC| em um |PO| e" +" confirmar a compra dos componentes do responsável pelo envio direto. Isso " +"faz com que um botão inteligente :guilabel:`Envio direto` apareça na parte " +"superior da página." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:146 msgid "" @@ -35704,9 +36293,9 @@ msgid "" " order can also be accessed from the :guilabel:`Resupply` smart button that " "now appears on the subcontractor |PO|." msgstr "" -"Click the :guilabel:`Dropship` smart button to open the dropship order. This" -" order can also be accessed from the :guilabel:`Resupply` smart button that " -"now appears on the subcontractor |PO|." +"Clique no botão inteligente :guilabel:`Envio direto` para abrir o pedido de " +"envio direto. Esse pedido também pode ser acessado pelo botão inteligente " +":guilabel:`Reposição` que agora aparece no |PO| do subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:149 msgid "" @@ -35714,9 +36303,10 @@ msgid "" "click the :guilabel:`Validate` button at the top of the dropship order to " "confirm that the subcontractor has received the components." msgstr "" -"After the dropshipper has delivered the components to the subcontractor, " -"click the :guilabel:`Validate` button at the top of the dropship order to " -"confirm that the subcontractor has received the components." +"Depois que o for concluída a entrega dos componentes ao subcontratado por " +"envio direto, clique no botão :guilabel:`Validar` na parte superior do " +"pedido de envio direto para confirmar que o subcontratado recebeu os " +"componentes." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:153 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:127 @@ -35724,32 +36314,32 @@ msgid "" "Once the subcontractor receives the components, they begin manufacturing the" " component, before delivering it to the contracting company." msgstr "" -"Once the subcontractor receives the components, they begin manufacturing the" -" component, before delivering it to the contracting company." +"Depois que o subcontratado recebe os componentes, ele começa a fabricar o " +"componente antes de entregá-lo à empresa contratante." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:158 msgid "" "Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " "to produce units of their *Bicycle* product." msgstr "" -"Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " -"to produce units of their *Bicycle* product." +"O varejista de bicicletas *Mike's Bikes* trabalha com um subcontratado – " +"*Bike Friends* – para produzir unidades do produto *Bicicleta*." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:161 msgid "" "Mike's Bikes must purchase the required components from vendor Bike World, " "and have them dropshipped to Bike Friends." msgstr "" -"Mike's Bikes must purchase the required components from vendor Bike World, " -"and have them dropshipped to Bike Friends." +"A Mike's Bikes deve comprar os componentes necessários do fornecedor Bike " +"World e enviá-los para a Bike Friends." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:164 msgid "" "On average, Bike Friends takes three days to manufacture each bicycle, plus " "an addition two days to deliver it to Mike's Bikes." msgstr "" -"On average, Bike Friends takes three days to manufacture each bicycle, plus " -"an addition two days to deliver it to Mike's Bikes." +"Em média, a Bike Friends leva três dias para fabricar cada bicicleta, além " +"de mais dois dias para entregá-la à Mike's Bikes." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:167 msgid "" @@ -35757,9 +36347,9 @@ msgid "" " manufactured by Bike Friends: three days for manufacturing, plus two days " "for delivery." msgstr "" -"As a result, Mike's Bikes sets a delivery lead time of five days for bicycle" -" manufactured by Bike Friends: three days for manufacturing, plus two days " -"for delivery." +"Como resultado, a Mike's Bikes estabelece um prazo de entrega de cinco dias " +"para as bicicletas fabricadas pela Bike Friends: três dias para a " +"fabricação, mais dois dias para a entrega." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:170 msgid "" @@ -35767,9 +36357,9 @@ msgid "" "well, to remind themselves of the date that components must be delivered to " "the subcontractor." msgstr "" -"On the bicycle's BoM, they enter a manufacturing lead time of five days as " -"well, to remind themselves of the date that components must be delivered to " -"the subcontractor." +"Na LM da bicicleta, também inserem um prazo de entrega da fabricação de " +"cinco dias, para se lembrarem da data em que os componentes devem ser " +"entregues ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:173 msgid "" @@ -35777,17 +36367,18 @@ msgid "" "World a delivery lead time of two days. This is the amount of time it takes " "Bike World to dropship each component directly to the subcontractor." msgstr "" -"On the product pages for each of the bicycle's components, they assign Bike " -"World a delivery lead time of two days. This is the amount of time it takes " -"Bike World to dropship each component directly to the subcontractor." +"Nas páginas de produtos de cada um dos componentes da bicicleta, eles " +"atribuem à Bike World um prazo de entrega de dois dias. Esse é o tempo que a" +" Bike World leva para fazer o envio direto de cada componente diretamente " +"para o subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:177 msgid "" "On May 10th, Mike's Bikes confirms a |PO| for one bicycle, with an expected " "delivery date of May 17th." msgstr "" -"On May 10th, Mike's Bikes confirms a |PO| for one bicycle, with an expected " -"delivery date of May 17th." +"Em 10 de maio, a Mike's Bikes confirma uma |PO| para uma bicicleta, com data" +" de entrega prevista para 17 de maio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:180 msgid "" @@ -35798,16 +36389,17 @@ msgid "" "giving them enough time to deliver the finished bicycle to Mike's Bikes by " "May 17th." msgstr "" -"The |RfQ| for purchasing the components from Bike World and having them " -"dropshipped to Bike Friends has an Expected Arrival date of May 12th, and a " -"Deadline of May 10th. The |RfQ| must be confirmed by the deadline in order " -"for Bike Friends to receive the components by the Expected Arrival date, " -"giving them enough time to deliver the finished bicycle to Mike's Bikes by " -"May 17th." +"A |SDC| para a compra dos componentes da Bike World e seu envio direto para " +"a Bike Friends tem data de chegada prevista para 12 de maio e prazo final " +"para 10 de maio. A confirmação da |SDC| deve ser feita até o prazo final " +"para que a Bike Friends receba os componentes até a data prevista de " +"chegada, dando tempo suficiente para entregar a bicicleta pronta à Mike's " +"Bikes até 17 de maio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst-1 msgid "The Order Deadline and Expected Arrival dates on a dropship order." -msgstr "The Order Deadline and Expected Arrival dates on a dropship order." +msgstr "" +"As datas de Prazo do pedido e Chegada prevista em um pedido de envio direto." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:190 msgid "" @@ -35815,21 +36407,21 @@ msgid "" "components to Bike Friends on May 12th. Bike Friends manufactures the " "bicycle, and delivers it to Mike's Bikes on May 17th." msgstr "" -"Mike's Bikes confirms the |RfQ| on May 10th, and Bike World delivers the " -"components to Bike Friends on May 12th. Bike Friends manufactures the " -"bicycle, and delivers it to Mike's Bikes on May 17th." +"A Mike's Bikes confirma a |SDC| em 10 de maio, e a Bike World entrega os " +"componentes à Bike Friends em 12 de maio. A Bike Friends fabrica a bicicleta" +" e a entrega à Mike's Bikes em 17 de maio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:3 msgid "Resupply subcontracting lead times" -msgstr "Resupply subcontracting lead times" +msgstr "Prazo de reposição para subcontratação" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:26 msgid "" "Unforeseen circumstances can impact the completion of these actions, which " "means that lead times should **not** be viewed as guarantees." msgstr "" -"Unforeseen circumstances can impact the completion of these actions, which " -"means that lead times should **not** be viewed as guarantees." +"Circunstâncias imprevistas podem afetar a conclusão dessas ações, o que " +"significa que os prazos de entrega **não** devem ser vistos como garantias." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:32 msgid "" @@ -35838,10 +36430,10 @@ msgid "" " subcontractor with the necessary components. As a result, the subcontractor" " cannot begin manufacturing until the components have been received." msgstr "" -"When using the :doc:`Resupply Subcontractor on Order " -"` route, a company is responsible for supplying the" -" subcontractor with the necessary components. As a result, the subcontractor" -" cannot begin manufacturing until the components have been received." +"Ao usar a rota :doc:`Reposição sob demanda para subcontratação " +"`, uma empresa é responsável por fornecer ao " +"subcontratado os componentes necessários. Como resultado, o subcontratado " +"não pode iniciar a fabricação até que os componentes tenham sido recebidos." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:36 msgid "" @@ -35849,9 +36441,9 @@ msgid "" "subcontractor to manufacture and deliver the product, the date they receive " "the components must also be considered." msgstr "" -"This means that, in addition to the amount of time it takes the " -"subcontractor to manufacture and deliver the product, the date they receive " -"the components must also be considered." +"Isso significa que, além do tempo que o subcontratado leva para fabricar e " +"entregar o produto, a data em que ele recebe os componentes também deve ser " +"considerada." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:39 msgid "" @@ -35860,10 +36452,10 @@ msgid "" "*Resupply Subcontractor* orders for the product's components display the " "deadline by which the subcontractor must receive the components." msgstr "" -"By assigning a product's subcontractor a delivery lead time, and specifying " -"a manufacturing lead time on the product's bill of materials (BoM), " -"*Resupply Subcontractor* orders for the product's components display the " -"deadline by which the subcontractor must receive the components." +"Ao atribuir ao subcontratado de um produto um prazo de entrega e especificar" +" um lead time de fabricação na lista de materiais do produto, os pedidos de " +"*Reposição para subcontratação* para os componentes do produto exibem o " +"prazo em que o subcontratado deve receber os componentes." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:49 msgid "" @@ -35872,10 +36464,10 @@ msgid "" ":guilabel:`Add a line`, and selecting the subcontractor in the " ":guilabel:`Vendor` field." msgstr "" -"Then, select the :guilabel:`Purchase` tab on the product's page. If the " -"subcontractor has not already been added as a vendor, do so now by clicking " -":guilabel:`Add a line`, and selecting the subcontractor in the " -":guilabel:`Vendor` field." +"Em seguida, selecione a aba :guilabel:`Compra` na página do produto. Se o " +"subcontratado ainda não tiver sido adicionado como fornecedor, faça isso " +"agora clicando em :guilabel:`Adicionar uma linha` e selecionando o " +"subcontratado no campo :guilabel:`Fornecedor`." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:63 msgid "" @@ -35883,13 +36475,13 @@ msgid "" "Materials` smart button at the top of the product's page. Then, select a " "|BoM| from the list." msgstr "" -"Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of " -"Materials` smart button at the top of the product's page. Then, select a " -"|BoM| from the list." +"Em seguida, navegue até a \"LM\" do produto clicando no botão inteligente " +"\"Lista de materiais\" na parte superior da página do produto. Em seguida, " +"selecione uma |LM| na lista." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:80 msgid "Resupply subcontracting workflow" -msgstr "Resupply subcontracting workflow" +msgstr "Fluxo de trabalho de reposição para subcontratação" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:89 msgid "" @@ -35897,9 +36489,9 @@ msgid "" " time for the subcontractor to receive the components, manufacture the " "product, and deliver it back to the subcontracting company." msgstr "" -"In the :guilabel:`Expected Arrival` field, enter a date that provides enough" -" time for the subcontractor to receive the components, manufacture the " -"product, and deliver it back to the subcontracting company." +"No campo :guilabel:`Chegada prevista`, insira uma data que forneça tempo " +"suficiente para que o subcontratado receba os componentes, fabrique o " +"produto e o entregue de volta à empresa subcontratante." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:94 msgid "" @@ -35908,10 +36500,10 @@ msgid "" "of the product. However, this does **not** consider the time it takes to " "ship the components to the subcontractor." msgstr "" -"When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field " -"auto-populates with a date that is today's date plus the delivery lead time " -"of the product. However, this does **not** consider the time it takes to " -"ship the components to the subcontractor." +"Quando um produto é adicionado a um |SDC|, o campo :guilabel:`Chegada " +"prevista` é preenchido automaticamente com uma data que é a data de hoje " +"mais o prazo de entrega do produto. No entanto, isso não considera o tempo " +"necessário para o envio dos componentes ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:98 msgid "" @@ -35919,9 +36511,10 @@ msgid "" "Order route, it is necessary to adjust this date to take into account the " "extra time needed for the components to be shipped to the subcontractor." msgstr "" -"When purchasing a product subcontracted using the Resupply Subcontractor on " -"Order route, it is necessary to adjust this date to take into account the " -"extra time needed for the components to be shipped to the subcontractor." +"Ao comprar um produto subcontratado usando a rota *Reposição sob demanda " +"para subcontratação*, é necessário ajustar essa data para levar em conta o " +"tempo extra necessário para que os componentes sejam enviados ao " +"subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:105 msgid "" @@ -35929,9 +36522,9 @@ msgid "" "so causes a :guilabel:`Resupply` smart button to appear at the top of the " "page." msgstr "" -"Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing " -"so causes a :guilabel:`Resupply` smart button to appear at the top of the " -"page." +"Em seguida, clique em :guilabel:`Confirmar pedido` para transformar o |SDC| " +"em um |PO|. Isso faz com que um botão inteligente :guilabel:`Reposição` " +"apareça na parte superior da página." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:108 msgid "" @@ -35939,9 +36532,9 @@ msgid "" "subcontractor order, which is the order created to send components to the " "subcontractor." msgstr "" -"Click the :guilabel:`Resupply` smart button to open the resupply " -"subcontractor order, which is the order created to send components to the " -"subcontractor." +"Clique no botão inteligente :guilabel:`Reposição` para abrir o pedido de " +"reposição para subcontratação, que é o pedido criado para enviar componentes" +" ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:111 msgid "" @@ -35950,10 +36543,10 @@ msgid "" " to have enough time to manufacture and deliver the finished product by the " "Expected Arrival date." msgstr "" -"The :guilabel:`Deadline` field on the resupply subcontractor order shows the" -" deadline for the subcontractor to receive the components, in order for them" -" to have enough time to manufacture and deliver the finished product by the " -"Expected Arrival date." +"O campo :guilabel:`Prazo final` no pedido do subcontratado de ressuprimento " +"mostra o prazo para o subcontratado receber os componentes, para que ele " +"tenha tempo suficiente para fabricar e entregar o produto acabado até a data" +" prevista de chegada." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:115 msgid "" @@ -35963,11 +36556,11 @@ msgid "" "as the date in the :guilabel:`Deadline` field, and must be updated to take " "into account the time required for shipping." msgstr "" -"The :guilabel:`Scheduled Date` field should display the latest date on which" -" components can be shipped, while still arriving to the subcontractor by the" -" :guilabel:`Deadline`. However, by default, the date displayed is the same " -"as the date in the :guilabel:`Deadline` field, and must be updated to take " -"into account the time required for shipping." +"O campo :guilabel:`Data programada` deve exibir a data mais recente em que " +"os componentes podem ser enviados e, ao mesmo tempo, chegar ao subcontratado" +" até o :guilabel:`Prazo final`. No entanto, por padrão, a data exibida é " +"igual à data no campo :guilabel:`Prazo final` e deve ser atualizada para " +"levar em conta o tempo necessário para o envio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:120 msgid "" @@ -35976,42 +36569,43 @@ msgid "" "components to be delivered by the :guilabel:`Deadline` on the resupply " "subcontractor order." msgstr "" -"Click on the :guilabel:`Scheduled Date` field to open a calendar popover " -"from which a date can be selected. Select a date that allows for the " -"components to be delivered by the :guilabel:`Deadline` on the resupply " -"subcontractor order." +"Clique no campo :guilabel:`Data programada` para abrir um pop-over de " +"calendário no qual uma data pode ser selecionada. Selecione uma data que " +"permita que os componentes sejam entregues até o :guilabel:`Prazo final` no " +"pedido de reposição para subcontratação." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:124 msgid "" "After the components are shipped, click the :guilabel:`Validate` button at " "the top of the order to confirm they have been sent to the subcontractor." msgstr "" -"After the components are shipped, click the :guilabel:`Validate` button at " -"the top of the order to confirm they have been sent to the subcontractor." +"Depois que os componentes forem enviados, clique no botão " +":guilabel:`Validar` na parte superior do pedido para confirmar que eles " +"foram enviados ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:131 msgid "" "Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " "to produce units of their *Unicycle* product." msgstr "" -"Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " -"to produce units of their *Unicycle* product." +"O varejista de bicicletas *Mike's Bikes* trabalha com um subcontratado - " +"*Bike Friends* - para produzir unidades de seu produto *Monociclo*." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:134 msgid "" "Mike's Bikes must supply Bike Friends with the necessary components for " "manufacturing the unicycles." msgstr "" -"Mike's Bikes must supply Bike Friends with the necessary components for " -"manufacturing the unicycles." +"A Mike's Bikes deve fornecer à Bike Friends os componentes necessários para " +"a fabricação dos monociclos." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:137 msgid "" "On average, Bike Friends takes three days to manufacture each unicycle, plus" " an additional two days to deliver it to Mike's Bikes." msgstr "" -"On average, Bike Friends takes three days to manufacture each unicycle, plus" -" an additional two days to deliver it to Mike's Bikes." +"Em média, a Bike Friends leva três dias para fabricar cada monociclo, além " +"de mais dois dias para entregá-lo à Mike's Bikes." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:140 msgid "" @@ -36019,9 +36613,9 @@ msgid "" "unicycles manufactured by Bike Friends: three days for manufacturing, plus " "two days for delivery." msgstr "" -"As a result, Mike's Bikes sets a delivery lead time of five days for " -"unicycles manufactured by Bike Friends: three days for manufacturing, plus " -"two days for delivery." +"Como resultado, a Mike's Bikes estabelece um prazo de entrega de cinco dias " +"para os monociclos fabricados pela Bike Friends: três dias para a " +"fabricação, mais dois dias para a entrega." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:143 msgid "" @@ -36029,17 +36623,17 @@ msgid "" "as well, to remind themselves of the date that components must be delivered " "to the subcontractor." msgstr "" -"On the unicycle's |BoM|, they enter a manufacturing lead time of five days, " -"as well, to remind themselves of the date that components must be delivered " -"to the subcontractor." +"Na LM do monociclo, também inserem um prazo de entrega da fabricação de " +"cinco dias, para se lembrarem da data em que os componentes devem ser " +"entregues ao subcontratado." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:146 msgid "" "They confirm a |PO| for one unicycle, with an expected arrival date of May " "30th." msgstr "" -"They confirm a |PO| for one unicycle, with an expected arrival date of May " -"30th." +"Eles confirmaram um |PO| de um monociclo, com data de chegada prevista para " +"30 de maio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:148 msgid "" @@ -36048,10 +36642,10 @@ msgid "" " the components by this date, in order to have enough time to manufacture " "the unicycle, and deliver it by May 30th." msgstr "" -"The resupply subcontractor order for shipping the components to the " -"subcontractor shows a *Deadline* of May 25th. The subcontractor must receive" -" the components by this date, in order to have enough time to manufacture " -"the unicycle, and deliver it by May 30th." +"O pedido de reposição para subcontração para o envio dos componentes ao " +"subcontratado mostra o *Prazo final* de 25 de maio. O subcontratado deve " +"receber os componentes até essa data para ter tempo suficiente para fabricar" +" o monociclo e entregá-lo até 30 de maio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:152 msgid "" @@ -36059,15 +36653,16 @@ msgid "" " *Scheduled Date* field on the resupply subcontractor order to May 23rd, two" " days before the Deadline." msgstr "" -"It takes Mike's Bikes two days to deliver the components, so they update the" -" *Scheduled Date* field on the resupply subcontractor order to May 23rd, two" -" days before the Deadline." +"A Mike's Bikes leva dois dias para entregar os componentes, então eles " +"atualizam o campo *Data programada* no pedido de reposição para " +"subcontratação para 23 de maio, dois dias antes do prazo final." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst-1 msgid "" "The Scheduled Date and Deadline fields on a resupply subcontractor order." msgstr "" -"The Scheduled Date and Deadline fields on a resupply subcontractor order." +"Os campos Data programada e Prazo final em um pedido de reposição para " +"subcontratação." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:159 msgid "" @@ -36076,10 +36671,10 @@ msgid "" "Friends enough time to manufacture the unicycle, and ship it back to Mike's " "Bikes by the expected arrival date of May 30th." msgstr "" -"Mike's Bikes ships the components to Bike Friends on the scheduled date of " -"May 23rd, and they arrive on the deadline of May 25th. This gives Bike " -"Friends enough time to manufacture the unicycle, and ship it back to Mike's " -"Bikes by the expected arrival date of May 30th." +"A Mike's Bikes envia os componentes para a Bike Friends na data programada " +"de 23 de maio, e eles chegam no prazo final de 25 de maio. Isso dá à Bike " +"Friends tempo suficiente para fabricar o monociclo e enviá-lo de volta à " +"Mike's Bikes até a data de chegada prevista de 30 de maio." #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:3 msgid "Basic subcontracting" @@ -37684,6 +38279,327 @@ msgstr "" msgid "Workflows" msgstr "Fluxos de trabalho" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Subprodutos" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "Fabricação: pedidos em espera" @@ -39546,9 +40462,10 @@ msgid "" " change versions made to products, and :doc:`bills of materials " "<../../manufacturing/basic_setup/bill_configuration>`." msgstr "" -"Utilize *engineering change orders* (*ECOs*) to track, implement, and revert" -" change versions made to products, and :doc:`bills of materials " -"<../../manufacturing/basic_setup/bill_configuration>`." +"Utilizar *ordens de alteração de engenharia* (*OAE*) para rastrear, " +"implementar e reverter versões de alterações feitas em produtos e " +":doc:`listas de materiais " +"<.../../manufacturing/basic_setup/bill_configuration>`." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:15 msgid "Engineering change orders can be created:" @@ -41533,7 +42450,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:3 msgid "Procurement expenses report" -msgstr "Procurement expenses report" +msgstr "Relatório de despesas de aquisições" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:12 msgid "" @@ -41541,21 +42458,22 @@ msgid "" " time. This report helps companies track and analyze spending, identify " "cost-saving opportunities, and ensure efficient budget management." msgstr "" -"With the *Purchase* application, users can monitor procurement expenses over" -" time. This report helps companies track and analyze spending, identify " -"cost-saving opportunities, and ensure efficient budget management." +"Com o aplicativo *Compras*, os usuários podem monitorar as despesas de " +"compras ao longo do tempo. Esse relatório ajuda as empresas a rastrear e " +"analisar os gastos, identificar oportunidades de economia de custos e " +"garantir um gerenciamento eficiente do orçamento." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:17 msgid "Create procurement expenses report" -msgstr "Create procurement expenses report" +msgstr "Criar relatório de despesas de aquisição" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:19 msgid "" "To create a |per|, first navigate to :menuselection:`Purchase app --> " "Reporting --> Purchase` to open the :guilabel:`Purchase Analysis` dashboard." msgstr "" -"To create a |per|, first navigate to :menuselection:`Purchase app --> " -"Reporting --> Purchase` to open the :guilabel:`Purchase Analysis` dashboard." +"Para criar um |rda|, primeiro navegue até :menuselection:`app Compras --> " +"Relatórios --> Compras` para abrir o painel :guilabel:`Análise de compras`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:22 msgid "" @@ -41564,15 +42482,15 @@ msgid "" ":guilabel:`Confirmation Date` for the current month, or of Requests for " "Quotation (RFQs) with a status of *Draft*, *Sent*, or *Cancelled*." msgstr "" -"By default, the dashboard displays a line chart overview of the " -":guilabel:`Untaxed Total` of :guilabel:`Purchase Orders` (POs) with a " -":guilabel:`Confirmation Date` for the current month, or of Requests for " -"Quotation (RFQs) with a status of *Draft*, *Sent*, or *Cancelled*." +"Por padrão, o painel exibe uma visão geral do gráfico de linhas do " +":guilabel:`Total sem impostos` de :guilabel:`Pedidos de compra` (POs) com " +"uma :guilabel:`Data de confirmação` para o mês atual, ou de Solicitações de " +"cotação (RFQs) com status de *Rascunho*, *Enviado* ou *Cancelado*." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:27 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:25 msgid "Add filters and groups" -msgstr "Add filters and groups" +msgstr "Adicionar filtros e grupos" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:29 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:27 @@ -41580,8 +42498,8 @@ msgid "" "On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon " "to switch to pivot view." msgstr "" -"On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon " -"to switch to pivot view." +"No canto superior direito, clique no ícone :icon:`oi-view-pivot` " +":guilabel:`(pivô)` para alternar para a visualização de pivô." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:32 msgid "" @@ -41591,11 +42509,11 @@ msgid "" "the pivot view provides the most detailed view of the data, and is the " "recommended starting point." msgstr "" -"While the |per| can also be :ref:`viewed ` as a " -":icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " -":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`, " -"the pivot view provides the most detailed view of the data, and is the " -"recommended starting point." +"Embora o |rda| também possa ser :ref:`visualizado ` " +"como um :icon:`fa-bar-chart` :guilabel:`(gráfico de barras)`, :icon:`fa-" +"line-chart` :guilabel:`(gráfico de linhas)` ou :icon:`fa-pie-chart` " +":guilabel:`(gráfico de pizza)`, a visualização de pivô fornece uma exibição " +"mais detalhada dos dados e é o ponto de partida recomendado." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:37 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:29 @@ -41605,10 +42523,9 @@ msgid "" ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns." msgstr "" -"Remove any default filters from the :guilabel:`Search...` bar. Then, click " -"the |caret| to open the drop-down menu that contains the " -":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " -"columns." +"Remova todos os filtros padrão da barra :guilabel:`Pesquisar…`. Em seguida, " +"clique no |carret| para abrir o menu suspenso que contém as colunas " +":guilabel:`Filtros`, :guilabel:`Agrupar por` e :guilabel:`Favoritos`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:42 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:34 @@ -41618,10 +42535,9 @@ msgid "" "Quotation` or :guilabel:`Purchase Orders` under the :guilabel:`Filters` " "column." msgstr "" -"Unless otherwise specified, the report displays data from both |RFQs| and " -"|POs|. This can be changed by selecting either :guilabel:`Requests for " -"Quotation` or :guilabel:`Purchase Orders` under the :guilabel:`Filters` " -"column." +"A menos que especificado de outra forma, o relatório exibe dados de |SDCs| e" +" |POs|. Isso pode ser alterado selecionando-se :guilabel:`Solicitações de " +"cotação` ou :guilabel:`Pedidos de compra` na coluna :guilabel:`Filtros`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:46 msgid "" @@ -41630,10 +42546,11 @@ msgid "" ":guilabel:`Confirmation Date`. Choose one from the list, and click the " "|caret| to specify the date range, either by month, quarter, or year." msgstr "" -"Under the :guilabel:`Filters` column, select a time frame to use for " -"comparison. The report can be filtered by either :guilabel:`Order Date` or " -":guilabel:`Confirmation Date`. Choose one from the list, and click the " -"|caret| to specify the date range, either by month, quarter, or year." +"Na coluna :guilabel:`Filtros`, selecione um período de tempo a ser usado " +"para comparação. O relatório pode ser filtrado por :guilabel:`Data do " +"pedido` ou :guilabel:`Data da confirmação`. Escolha uma delas na lista e " +"clique no ícone |cursor| para especificar o intervalo de datas, seja por " +"mês, trimestre ou ano." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:50 msgid "" @@ -41641,9 +42558,9 @@ msgid "" "Then, select :guilabel:`Product Category`, which is also located in the " ":guilabel:`Group By` column." msgstr "" -"Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. " -"Then, select :guilabel:`Product Category`, which is also located in the " -":guilabel:`Group By` column." +"Em seguida, na coluna :guilabel:`Agrupar por`, selecione " +":guilabel:`Fornecedor`. Em seguida, selecione :guilabel:`Categoria do " +"produto`, que também está localizado na coluna :guilabel:`Agrupar por`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:54 msgid "" @@ -41653,11 +42570,11 @@ msgid "" "more in depth look at the performance of specific items, in place of an " "entire category." msgstr "" -"The selections under the :guilabel:`Group By` heading can be altered, " -"depending on the needs of the individual company. For example, selecting " -":guilabel:`Product`, instead of :guilabel:`Product Category`, provides a " -"more in depth look at the performance of specific items, in place of an " -"entire category." +"As seleções sob o título :guilabel:`Agrupar por` podem ser alteradas, " +"dependendo das necessidades de cada empresa. Por exemplo, a seleção de " +":guilabel:`Produto`, em vez de :guilabel:`Categoria do produto`, oferece uma" +" visão mais aprofundada do desempenho de itens específicos, em vez de uma " +"categoria inteira." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:59 msgid "" @@ -41668,12 +42585,12 @@ msgid "" "as the last month or quarter. :guilabel:`Previous Year` compares the same " "time period from the previous year." msgstr "" -"Next, make a selection under the :guilabel:`Comparison` heading that " -"appears. These options are only available after the date range is selected " -"under the :guilabel:`Filters` column, and vary based on that range. " -":guilabel:`Previous Period` adds a comparison to the previous period, such " -"as the last month or quarter. :guilabel:`Previous Year` compares the same " -"time period from the previous year." +"Em seguida, faça uma seleção no título :guilabel:`Comparação` que aparece. " +"Essas opções só estão disponíveis depois que o intervalo de datas é " +"selecionado na coluna :guilabel:`Filtros` e variam de acordo com esse " +"intervalo. :guilabel:`Período anterior` adiciona uma comparação com o " +"período anterior, como o último mês ou trimestre. :guilabel:`Ano anterior` " +"compara o mesmo período de tempo do ano anterior." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:65 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:60 @@ -41681,29 +42598,30 @@ msgid "" "While multiple time-based filters can be added at once, only one comparison " "can be selected at a time." msgstr "" -"While multiple time-based filters can be added at once, only one comparison " -"can be selected at a time." +"Embora vários filtros baseados em tempo possam ser adicionados de uma só " +"vez, somente uma comparação pode ser selecionada por vez." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:73 msgid "" "The drop-down menu of filters, group by and comparison options for the procurement expenses\n" "report." msgstr "" -"The drop-down menu of filters, group by and comparison options for the procurement expenses\n" -"report." +"O menu suspenso de filtros, opções de agrupamento e comparação para o " +"relatório de despesas de aquisição." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:73 msgid "" "The filter for Q2, comparison for **Previous Period**, and group-by for " "**Vendor** and **Product Category** were selected." msgstr "" -"The filter for Q2, comparison for **Previous Period**, and group-by for " -"**Vendor** and **Product Category** were selected." +"Filtro do segundo trimestre, comparação com **Período anterior** e o " +"agrupamento por **Fornecedor** e **Categoria de produto** foram " +"selecionados." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:77 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:68 msgid "Add measures" -msgstr "Add measures" +msgstr "Adicionar medidas" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:79 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:70 @@ -41711,8 +42629,9 @@ msgid "" "After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and " ":guilabel:`Comparison` settings, click out of the drop-down menu." msgstr "" -"After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and " -":guilabel:`Comparison` settings, click out of the drop-down menu." +"Depois de selecionar as configurações :guilabel:`Filtros`, " +":guilabel:`Agrupar por` e :guilabel:`Comparação`, clique fora do menu " +"suspenso." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:82 msgid "" @@ -41721,54 +42640,54 @@ msgid "" ":guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open the " "drop-down list of available measures." msgstr "" -"By default, the report displays data with the following measures: " -":guilabel:`Order`, :guilabel:`Total`, :guilabel:`Untaxed Total`, and " -":guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open the " -"drop-down list of available measures." +"Por padrão, o relatório exibe dados com as seguintes medidas: " +":guilabel:`Pedido`, :guilabel:`Total`, :guilabel:`Total sem impostos` e " +":guilabel:`Contagem`. Clique em :guilabel:`Medidas` no canto superior " +"esquerdo para abrir a lista suspensa de medidas disponíveis." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:86 msgid "" "Click the following specific measures to include additional columns for the " "procurement expenses report:" msgstr "" -"Click the following specific measures to include additional columns for the " -"procurement expenses report:" +"Clique nas seguintes medidas específicas para incluir colunas adicionais no " +"relatório de despesas de aquisição:" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:89 msgid "" ":guilabel:`Total` and :guilabel:`Untaxed Total`: can include one or both " "measures. These are included for overall spending analysis." msgstr "" -":guilabel:`Total` and :guilabel:`Untaxed Total`: can include one or both " -"measures. These are included for overall spending analysis." +":guilabel:`Total` e :guilabel:`Total sem impostos`: podem incluir uma ou " +"ambas as medidas e são incluídas para análise geral de gastos." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:91 msgid ":guilabel:`Average Cost`: included to evaluate cost efficiency." -msgstr ":guilabel:`Average Cost`: included to evaluate cost efficiency." +msgstr ":guilabel:`Custo médio`: incluído para avaliar a eficiência de custo." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:92 msgid "" ":guilabel:`Days to Confirm` and :guilabel:`Days to Receive`: used to assess " "supplier performance." msgstr "" -":guilabel:`Days to Confirm` and :guilabel:`Days to Receive`: used to assess " -"supplier performance." +":guilabel:`Dias para confirmar` e :guilabel:`Dias para receber`: usados para" +" avaliar o desempenho do fornecedor." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:93 msgid "" ":guilabel:`Qty Ordered` and :guilabel:`Qty Received`: used to understand " "order efficiency." msgstr "" -":guilabel:`Qty Ordered` and :guilabel:`Qty Received`: used to understand " -"order efficiency." +":guilabel:`Qtd. solicitada` e :guilabel:`Qtd. recebida`: usadas para " +"entender a eficiência do pedido." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:94 msgid "" ":guilabel:`Qty Billed` and :guilabel:`Qty to be Billed`: used to track order" " accuracy." msgstr "" -":guilabel:`Qty Billed` and :guilabel:`Qty to be Billed`: used to track order" -" accuracy." +":guilabel:`Qtd. faturada` e :guilabel:`Qtd. a faturar`: usados para " +"monitorar a precisão dos pedidos." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:97 msgid "" @@ -41777,16 +42696,16 @@ msgid "" ":guilabel:`Volume` may be included for further logistics and management " "analysis." msgstr "" -"Additional measures can be included in the report, if desired, to provide " -"additional insights. For example, :guilabel:`Gross Weight` and " -":guilabel:`Volume` may be included for further logistics and management " -"analysis." +"Medidas adicionais podem ser incluídas no relatório, se desejado, para " +"fornecer informações adicionais. Por exemplo, :guilabel:`Peso bruto` e " +":guilabel:`Volume` podem ser incluídos para análises adicionais de logística" +" e gerenciamento." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:101 msgid "" "After selecting all necessary measures, click out of the drop-down menu." msgstr "" -"After selecting all necessary measures, click out of the drop-down menu." +"Após selecionar todas as medidas necessárias, clique fora do menu suspenso." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:106 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:85 @@ -41798,28 +42717,28 @@ msgid "" "After all of the filters and measures have been selected, the report " "generates in the selected view." msgstr "" -"After all of the filters and measures have been selected, the report " -"generates in the selected view." +"Depois que todos os filtros e medidas tiverem sido selecionados, o relatório" +" será gerado na visualização selecionada." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst-1 msgid "A sample version of the procurement expenses report." -msgstr "A sample version of the procurement expenses report." +msgstr "Uma versão de amostra do relatório de despesas de aquisição." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:114 msgid "" "Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Documents* app." msgstr "" -"Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " -"editable spreadsheet format within the *Documents* app." +"Clique em :guilabel:`Inserir na planilha` para adicionar a visualização de " +"pivô em um formato de planilha editável no aplicativo *Documentos*." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:118 msgid "" "The :guilabel:`Insert in Spreadsheet` option is **only** available if the " "*Documents Spreadsheet* module is installed." msgstr "" -"The :guilabel:`Insert in Spreadsheet` option is **only** available if the " -"*Documents Spreadsheet* module is installed." +"A opção :guilabel:`Inserir na planilha` **somente** fica disponível se o " +"módulo *Planilha de documentos* estiver instalado." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:122 msgid "" @@ -41829,20 +42748,23 @@ msgid "" "chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line " "chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" -"The |per| is also available in graph view. Click the :icon:`fa-area-chart` " -":guilabel:`(area chart)` icon to change to graph view. Click the " -"corresponding icon at the top of the report to switch to a :icon:`fa-bar-" -"chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line " -"chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." +"O |rda| também está disponível na visualização de gráfico. Clique no ícone " +":icon:`fa-area-chart` :guilabel:`(gráfico de área)` para mudar para a " +"visualização de gráfico. Clique no ícone correspondente na parte superior do" +" relatório para alternar para um :icon:`fa-bar-chart` :guilabel:`(gráfico de" +" barras)`, :icon:`fa-line-chart` :guilabel:`(gráfico de linhas)` ou " +":icon:`fa-pie-chart` :guilabel:`(gráfico de pizza)`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:128 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:107 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." -msgstr "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" +"Para salvar esse relatório como um *favorito*, consulte " +":ref:`pesquisa/favoritos`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:3 msgid "Vendor costs report" -msgstr "Vendor costs report" +msgstr "Relatório de custos do fornecedor" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:10 msgid "" @@ -41850,13 +42772,13 @@ msgid "" "costs over time. This allows users to identify the most expensive vendors, " "and track seasonal changes." msgstr "" -"With the *Purchase* application, users can track the fluctuation of vendor " -"costs over time. This allows users to identify the most expensive vendors, " -"and track seasonal changes." +"Com o aplicativo *Compras*, os usuários podem acompanhar a flutuação dos " +"custos do fornecedor ao longo do tempo. Isso permite que os usuários " +"identifiquem os fornecedores mais caros e acompanhem as mudanças sazonais." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:14 msgid "Create vendor costs reports" -msgstr "Create vendor costs reports" +msgstr "Criar relatórios de custos do fornecedor" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:16 msgid "" @@ -41867,12 +42789,12 @@ msgid "" ":guilabel:`Confirmation Date` for the current month, or of RFQs (Requests " "for Quotation) with a status of *Draft*, *Sent, or *Cancelled*." msgstr "" -"To create a vendor costs report, first navigate to :menuselection:`Purchase " -"app --> Reporting --> Purchase` to open the :guilabel:`Purchase Analysis` " -"dashboard. By default, the dashboard displays a line chart overview of the " -":guilabel:`Untaxed Total` of POs (Purchase Orders) with a " -":guilabel:`Confirmation Date` for the current month, or of RFQs (Requests " -"for Quotation) with a status of *Draft*, *Sent, or *Cancelled*." +"Para criar um relatório de custos do fornecedor, primeiro navegue até " +":menuselection:`app Compras --> Relatórios --> Compra` para abrir o painel " +":guilabel:`Análise de compras`. Por padrão, o painel exibe uma visão geral " +"do gráfico de linhas do :guilabel:`Total sem impostos` de POs (Pedidos de " +"compra) com uma :guilabel:`Data de confirmação` para o mês atual ou de SDCs " +"(Solicitações de cotação) com um status *Rascunho*, *Enviado ou *Cancelado*." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:38 msgid "" @@ -41881,10 +42803,11 @@ msgid "" ":guilabel:`Confirmation Date`. Choose one from the list, and click the " "|caret| to specify the date range, either by month, quarter, or year." msgstr "" -"Under the :guilabel:`Filters` column, select a date range to use for " -"comparison. The report can be filtered by either :guilabel:`Order Date` or " -":guilabel:`Confirmation Date`. Choose one from the list, and click the " -"|caret| to specify the date range, either by month, quarter, or year." +"Na coluna :guilabel:`Filtros`, selecione um intervalo de datas a ser usado " +"para comparação. O relatório pode ser filtrado por :guilabel:`Data do " +"pedido` ou :guilabel:`Data da confirmação`. Escolha uma delas na lista e " +"clique no ícone |cursor| para especificar o intervalo de datas, seja por " +"mês, trimestre ou ano." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:42 msgid "" @@ -41892,9 +42815,9 @@ msgid "" "Then, select :guilabel:`Product`, which is also located in the " ":guilabel:`Group By` column." msgstr "" -"Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. " -"Then, select :guilabel:`Product`, which is also located in the " -":guilabel:`Group By` column." +"Em seguida, na coluna :guilabel:`Agrupar por`, selecione " +":guilabel:`Fornecedor`. Em seguida, selecione :guilabel:`Produto`, que " +"também está localizado na coluna :guilabel:`Agrupar por`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:46 msgid "" @@ -41904,11 +42827,11 @@ msgid "" ":guilabel:`Group by` heading as well, including :guilabel:`Product " "Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`." msgstr "" -"Selecting :guilabel:`Product` is **not** required for this report. However, " -"it is recommended, as it provides additional insight into the performance of" -" individual vendors. Additional selections can be made under the " -":guilabel:`Group by` heading as well, including :guilabel:`Product " -"Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`." +"A seleção de :guilabel:`Produto` não é **necessária** para este relatório. " +"No entanto, ela é recomendada, pois fornece informações adicionais sobre o " +"desempenho de fornecedores individuais. Seleções adicionais também podem ser" +" feitas sob o título :guilabel:`Agrupar por`, incluindo :guilabel:`Categoria" +" do produto`, :guilabel:`Status` e :guilabel:`Representante de compras`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:51 msgid "" @@ -41916,9 +42839,9 @@ msgid "" ":guilabel:`Vendor` is the **first** selection made under the " ":guilabel:`Group By` column." msgstr "" -"To ensure the report is generated correctly, make sure that " -":guilabel:`Vendor` is the **first** selection made under the " -":guilabel:`Group By` column." +"Para garantir que o relatório seja gerado corretamente, certifique-se de que" +" :guilabel:`Fornecedor` seja a **primeira** seleção feita na coluna " +":guilabel:`Agrupar por`." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:54 msgid "" @@ -41929,20 +42852,20 @@ msgid "" "as the last month or quarter. :guilabel:`Previous Year` compares the same " "time period from the previous year." msgstr "" -"Next, make a selection under the :guilabel:`Comparison` heading. These " -"options are only available after the date range is selected under the " -":guilabel:`Filters` column, and vary based on that range. " -":guilabel:`Previous Period` adds a comparison to the previous period, such " -"as the last month or quarter. :guilabel:`Previous Year` compares the same " -"time period from the previous year." +"Em seguida, faça uma seleção no título :guilabel:`Comparação`. Essas opções " +"só estão disponíveis depois que o intervalo de datas é selecionado na coluna" +" :guilabel:`Filtros` e variam de acordo com esse intervalo. " +":guilabel:`Período anterior` adiciona uma comparação com o período anterior," +" como o último mês ou trimestre. :guilabel:`Ano anterior` compara o mesmo " +"período de tempo do ano anterior." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst-1 msgid "" "The drop-down menu of filters, group by and comparison options for the " "vendor costs report." msgstr "" -"The drop-down menu of filters, group by and comparison options for the " -"vendor costs report." +"O menu suspenso de filtros, opções de agrupamento e comparação para o " +"relatório de custos do fornecedor." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:73 msgid "" @@ -41953,12 +42876,13 @@ msgid "" "it to the report. Select any additional measures to add to the report, or " "click on any of the already selected measures to remove them, if desired." msgstr "" -"By default, the report displays with the following measures: " -":guilabel:`Order`, :guilabel:`Total`, :guilabel:`Untaxed Total`, and " -":guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open the " -"drop-down list of available measures. Click :guilabel:`Average Cost` to add " -"it to the report. Select any additional measures to add to the report, or " -"click on any of the already selected measures to remove them, if desired." +"Por padrão, o relatório é exibido com as seguintes medidas: " +":guilabel:`Pedido`, :guilabel:`Total`, :guilabel:`Total sem impostos` e " +":guilabel:`Contagem`. Clique em :guilabel:`Medidas` no canto superior " +"esquerdo para abrir a lista suspensa de medidas disponíveis. Clique em " +":guilabel:`Custo médio` para adicioná-la ao relatório. Selecione qualquer " +"medida adicional ao relatório ou clique em qualquer uma das medidas já " +"selecionadas para removê-las, se preferir." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:80 msgid "" @@ -41967,10 +42891,10 @@ msgid "" ":guilabel:`Measures` list. Additional measures, such as :guilabel:`Days to " "Receive`, can be added to provide additional insights." msgstr "" -"It is recommended to run the report with at least :guilabel:`Average Cost`, " -":guilabel:`Total`, or :guilabel:`Untaxed Total` selected from the " -":guilabel:`Measures` list. Additional measures, such as :guilabel:`Days to " -"Receive`, can be added to provide additional insights." +"Recomenda-se executar o relatório com pelo menos :guilabel:`Custo médio`, " +":guilabel:`Total` ou :guilabel:`Total sem impostos` selecionados na lista " +":guilabel:`Medidas`. Medidas adicionais, como :guilabel:`Dias para receber`," +" podem ser adicionadas para fornecer informações adicionais." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:87 msgid "" @@ -41979,26 +42903,27 @@ msgid "" "view. Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Documents* app." msgstr "" -"After all of the :ref:`filters and measures have been selected " -"`, the report generates in the pivot " -"view. Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " -"editable spreadsheet format within the *Documents* app." +"Depois que todos os :ref:`filtros e medidas tiverem sido selecionados " +"`, o relatório será gerado na " +"visualização de pivô. Clique em :guilabel:`Inserir na planilha` para " +"adicionar a visualização dinâmica em um formato de planilha editável no " +"aplicativo *Documentos*." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:93 msgid "" "The :guilabel:`Insert in Spreadsheet` option is only available if the " "*Documents Spreadsheet* module is installed." msgstr "" -"The :guilabel:`Insert in Spreadsheet` option is only available if the " -"*Documents Spreadsheet* module is installed." +"A opção :guilabel:`Inserir na planilha` só está disponível se o módulo " +"*Planilha de documentos* estiver instalado." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst-1 msgid "" "A sample of a vendor costs report with the measures set as total and average" " costs." msgstr "" -"A sample of a vendor costs report with the measures set as total and average" -" costs." +"Amostra de um relatório de custos do fornecedor com as medidas definidas " +"como custos totais e médios." #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:101 msgid "" @@ -42008,11 +42933,13 @@ msgid "" ":icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " ":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" -"The vendor costs report is also available in *graph* view. Click the " -":icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to graph view." -" Click the corresponding icon at the top of the report to switch to a " -":icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " -":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." +"O relatório de custos de fornecedor também está disponível na visualização " +"de *gráfico*. Clique no ícone :icon:`fa-area-chart` :guilabel:`(gráfico de " +"área)` para mudar para a visualização de gráfico. Clique no ícone " +"correspondente na parte superior do relatório para alternar para um " +":icon:`fa-bar-chart` :guilabel:`(gráfico de barras)`, :icon:`fa-line-chart` " +":guilabel:`(gráfico de linhas)` ou :icon:`fa-pie-chart` :guilabel:`(gráfico " +"de pizza)`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals.rst:5 msgid "Manage deals" @@ -43243,7 +44170,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "Políticas de controle de faturas" @@ -43337,7 +44264,7 @@ msgstr "" " seleção no campo :guilabel:`Política de controle`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Correspondência de 3 vias" @@ -43615,64 +44542,41 @@ msgstr ":doc:`manage`" msgid "Manage vendor bills" msgstr "Gerenciar faturas de fornecedores" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -"Uma *fatura de fornecedor* é uma fatura recebida por produtos e/ou serviços " -"que uma empresa compra de um fornecedor. As faturas de fornecedores " -"registram as contas a pagar à medida que chegam dos fornecedores e podem " -"incluir valores devidos pelos bens e/ou serviços adquiridos, impostos sobre " -"vendas, taxas de frete e entrega e muito mais." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -"No Odoo, uma fatura de fornecedor pode ser criada em diferentes pontos do " -"processo de compra, dependendo da política de *controle de fatura* escolhida" -" nas configurações do aplicativo *Compras*." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -"Para visualizar e editar a política padrão de controle de faturas e fazer " -"alterações nela, vá para :menuselection:`app Compras --> Configuração --> " -"Definições` e role para baixo até a seção :guilabel:`Faturamento`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" -"Aqui, há duas opções de política de :guilabel:`controle de fatura`: " -":guilabel:`Quantidades solicitadas` e :guilabel:`Quantidades recebidas`. " -"Depois que uma política for selecionada, clique em :guilabel:`Salvar` para " -"gravar as alterações." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." -msgstr "" -"Políticas de controle de fatura nas definições do aplicativo de compras." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -"A política selecionada será a padrão para qualquer novo produto criado. A " -"definição de cada política é a seguinte:" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " @@ -43682,211 +44586,160 @@ msgstr "" " um pedido de compra é confirmado. Os produtos e as quantidades no pedido de" " compra são usados para gerar uma fatura provisória." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" -":guilabel:`Quantidades recebidas`: faturas só são criadas **depois** de " -"parte do pedido total ter sido recebida. Os produtos e as quantidades " -"**recebidas** são usados para gerar uma fatura provisória." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." -msgstr "" -"Se um produto precisar de uma política de controle diferente, a política " -"padrão de controle de faturas poderá ser substituída acessando a aba " -":guilabel:`Compra` no modelo de um produto e modificando o campo " -":guilabel:`Política de controle`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" +"Políticas de controle de fatura nas definições do aplicativo de compras." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "Campo de política de controle no formulário do produto." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" -"A *correspondência de 3 vias* garante que as contas do fornecedor sejam " -"pagas somente quando alguns (ou todos) dos produtos incluídos no pedido de " -"compra forem de fato recebidos." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." -msgstr "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -"A :guilabel:`correspondência de 3 vias` deve ser usada **somente** com a " -"política de :guilabel:`controle de faturas` definida como " -":guilabel:`Quantidades recebidas`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" -msgstr "Criar e gerenciar faturas de fornecedores em recebimentos" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" -"Quando os produtos são recebidos no armazém de uma empresa, são criados " -"recebimentos. Depois que a empresa processa as quantidades recebidas, ela " -"pode optar por criar uma fatura de fornecedor diretamente do formulário de " -"recibo do armazém. Dependendo da política de controle de faturas escolhida " -"nas configurações, a criação da fatura do fornecedor é concluída em " -"diferentes etapas do processo de aquisição." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" +msgstr "Criar e gerenciar faturas de fornecedores em recebimentos" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" -msgstr "" -"Com a política de controle de faturas definida para quantidades pedidas" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -"Para criar e gerenciar faturas de fornecedores em recebimentos usando a " -"política de controle de faturas *quantidades solicitadas*, primeiro vá para " -":menuselection:`app Compras --> Configuração --> Definições`, role para " -"baixo até a seção :guilabel:`Faturamento` e selecione :guilabel:`Quantidades" -" solicitadas` em :guilabel:`Controle de fatura`. Em seguida, clique em " -":guilabel:`Salvar` para gravar as alterações." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -"Em seguida, vá para o aplicativo :menuselection:`Compras` e clique em " -":guilabel:`Criar` para criar uma nova solicitação de cotação (SDC). Isso " -"revela um formulário detalhado de :abbr:`SDC` em branco." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Quantidades solicitadas" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" -"No formulário de detalhes em branco, adicione um fornecedor à :abbr:`SDC` no" -" campo :guilabel:`Fornecedor` e adicione produtos às linhas de " -":guilabel:`Produto` clicando em :guilabel:`Adicionar uma linha`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" -"Em seguida, confirme a :abbr:`SDC` clicando no botão :guilabel:`Confirmar " -"pedido` acima do formulário de detalhes. Isso transforma a :abbr:`SDC` em um" -" pedido de compra." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -"Em seguida, clique no botão :guilabel:`Criar fatura` para criar uma fatura " -"de fornecedor para o pedido de compra." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" -"Clicar no botão :guilabel:`Criar fatura` abre a página :guilabel:`Fatura " -"provisória` para o pedido de compra." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" -"Na :guilabel:`Fatura provisória`, clique no botão :guilabel:`Editar` para " -"modificar a fatura e adicione uma data no campo :guilabel:`Data da fatura`. " -"Se necessário, adicione produtos às linhas de :guilabel:`Produto` clicando " -"em :guilabel:`Adicionar uma linha` na aba :guilabel:`Linhas da fatura`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -"Em seguida, confirme a fatura clicando no botão :guilabel:`Confirmar` na " -"página :guilabel:`Fatura provisória`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -"Como a política de controle de faturas está definida como *quantidades " -"solicitadas*, o rascunho da fatura pode ser confirmado assim que for criado," -" antes que qualquer produto tenha sido recebido." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -"Na nova :guilabel:`Fatura do fornecedor`, adicione um número de " -":guilabel:`Referência da fatura`, que pode ser usado para combinar a fatura " -"com documentos adicionais (como o :abbr:`pedido de compra`). Em seguida, " -"clique em :menuselection:`Confirmar --> Registrar pagamento`. Isso faz com " -"que apareça uma janela pop-up, na qual podem ser selecionados um " -":guilabel:`Diário` de pagamento, um :guilabel:`Método de pagamento` e uma " -":guilabel:`Conta bancária de destino` no menu suspenso." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" +"Once ready, click :guilabel:`Create Payment` to finish creating the " +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" -"Além disso, o :guilabel:`valor`, a :guilabel:`data de pagamento` e a " -":guilabel:`nota` (:dfn:`número de referência`) da fatura podem ser alterados" -" nessa janela pop-up. Quando estiver pronto, clique em :guilabel:`Criar " -"pagamento` para concluir a criação da :guilabel:`Fatura do fornecedor`. Isso" -" faz com que um banner verde :guilabel:`Em pagamento` seja exibido no " -"formulário :abbr:`SDC`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Vendor bill form for ordered quantities control policy." @@ -43895,229 +44748,131 @@ msgstr "" "quantidades solicitadas." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 -msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." -msgstr "" -"Cada fatura de fornecedor oferece a opção de :guilabel:`Adicionar nota de " -"crédito` ou :guilabel:`Adicionar nota de débito`. Uma *nota de crédito* é " -"normalmente emitida quando um vendedor ou fornecedor de mercadorias recebe " -"alguma quantidade de produtos de volta do cliente a quem foram vendidos, " -"enquanto as *notas de débito* são reservadas para mercadorias devolvidas " -"pelo cliente/comprador ao vendedor ou fornecedor." +msgid "Received quantities" +msgstr "Quantidades recebidas" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" -msgstr "" -"Com a política de controle de faturas definida para quantidades recebidas" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -"A tentativa de criação de uma fatura de fornecedor sem receber nenhuma " -"quantidade de um produto (ao usar a política de controle de faturas " -"*quantidades recebidas*) exibe uma mensagem de erro e as configurações " -"deverão ser alteradas antes de prosseguir." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -"Para criar e gerenciar faturas de fornecedores em recebimentos usando a " -"política de controle de faturas *quantidades recebidas*, primeiro vá para " -":menuselection:`app Compras --> Configuração --> Definições`, role para " -"baixo até a seção :guilabel:`Faturamento` e selecione :guilabel:`Quantidades" -" recebidas` em :guilabel:`Controle de fatura`. Em seguida, clique em " -":guilabel:`Salvar` para gravar as alterações." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -"Em seguida, vá para o aplicativo :menuselection:`Compras` e clique em " -":guilabel:`Criar` para criar uma nova :abbr:`SDC`. Isso revela um formulário" -" detalhado de :abbr:`SDC` em branco." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" -"Por fim, clique no botão :guilabel:`Criar fatura` para criar uma fatura para" -" o pedido de compra." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." -msgstr "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" "Pop-up de erro do usuário da política de controle de quantidades recebidas." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -"Em seguida, clique no botão inteligente :guilabel:`Recebimento` para " -"visualizar o formulário de recibo do armazém." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" -"No formulário de recebimento do armazém, clique em :menuselection:`Validar " -"--> Aplicar` para marcar as quantidades como :guilabel:`concluídas`. Em " -"seguida, navegue de volta para o :menuselection:`pedido de compra` (pela " -"trilha de navegação) e clique no botão :guilabel:`Criar fatura` no " -"formulário de pedido de compra." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -"Ao fazer isso, você verá a :guilabel:`Fatura provisória` do pedido de " -"compra. Na :guilabel:`fatura provisória`, clique no botão :guilabel:`Editar`" -" e adicione uma :guilabel:`Data da fatura`. Se necessário, adicione produtos" -" às linhas de :guilabel:`Produto` clicando em :guilabel:`Adicionar uma " -"linha`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -"Em seguida, clique no botão :guilabel:`Confirmar` para confirmar a " -":guilabel:`fatura provisória`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -"Como a política de controle de faturas está definida como *quantidades " -"recebidas*, a fatura provisória pode ser confirmada **somente** quando pelo " -"menos uma parte da quantidade for recebida." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -"Além disso, :guilabel:`valor`, a :guilabel:`data de pagamento` e a " -":guilabel:`nota` (:dfn:número de referência`) da fatura podem ser alterados " -"nessa janela pop-up. Quando estiver pronto, clique em :guilabel:`Criar " -"pagamento` para concluir a criação da fatura do fornecedor. Isso faz com que" -" um banner verde **Em pagamento** seja exibido no formulário :abbr:`SDC " -"(solicitação de cotação)`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" -msgstr "Criar e gerenciar faturas de fornecedores no app Financeiro" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" -"As faturas do fornecedor também podem ser criadas diretamente no aplicativo " -"*Financeirro*, **sem** precisar criar um pedido de compra primeiro. Para " -"fazer isso, vá para :menuselection:`app Financeiro --> Fornecedores --> " -"Faturas` e clique em :guilabel:`Criar`. Ao fazer isso, você verá um " -"formulário de detalhes da fatura do fornecedor em branco." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -"Nesse formulário em branco de fatura do fornecedor, adicione um fornecedor " -"no campo :guilabel:`Fornecedor` e adicione produtos às linhas de " -":guilabel:`Produto` (na aba :guilabel:`Linhas da fatura`), clicando em " -":guilabel:`Adicionar uma linha`. Em seguida, adicione uma data no campo " -":guilabel:`Data da fatura` e qualquer outra informação necessária. Por fim, " -"clique em :guilabel:`Confirmar` para confirmar a fatura." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" -"A partir daí, clique na aba :guilabel:`Itens de diário` para visualizar (ou " -"alterar) os diários da :guilabel:`conta` que foram preenchidos com base na " -"configuração dos formulários correspondentes de :guilabel:`Fornecedor` e " -":guilabel:`Produto`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" -"Em seguida, clique em :guilabel:`Adicionar nota de crédito` ou " -":guilabel:`Adicionar nota de débito` para adicioná-las à fatura. Ou, " -"adicione um número de :guilabel:`Referência da fatura` (enquanto estiver no " -"modo :guilabel:`Editar`)." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" -"Em seguida, quando estiver pronto, clique em :menuselection:`Registrar " -"pagamento --> Criar pagamento` para concluir a :guilabel:`Fatura do " -"fornecedor`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." -msgstr "" -"Para vincular a fatura provisória a um pedido de compra existente, clique no" -" menu suspenso ao lado de :guilabel:`Preenchimento automático` e selecione " -"um :abbr:`PC (pedido de compra)` no menu. A fatura será preenchida " -"automaticamente com as informações do :abbr:`PC`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." @@ -44125,11 +44880,11 @@ msgstr "" "Lista suspensa de preenchimento automático na fatura provisória do " "fornecedor." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "Faturamento em lote" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." @@ -44137,73 +44892,67 @@ msgstr "" "As faturas do fornecedor podem ser processadas e gerenciadas em lotes no " "aplicativo *Financeiro*." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" -"Para fazer isso, vá para :menuselection:`app Financeiro --> Fornecedores -->" -" Faturas`. Em seguida, clique na :guilabel:`caixa de seleção` no canto " -"superior esquerdo da página, ao lado da coluna :guilabel:`Número`, abaixo do" -" botão :guilabel:`Criar`. Isso seleciona todas as faturas de fornecedores " -"existentes com :guilabel:`status` :guilabel:`Lançado` ou " -":guilabel:`Provisório`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -"A partir daqui, clique no ícone de engrenagem :guilabel:`Ação` para " -"exportar, excluir ou enviar e imprimir as faturas; clique no ícone " -":guilabel:`Imprimir` para imprimir as faturas ou contas; ou clique em " -":guilabel:`Registrar pagamento` para criar e processar pagamentos para " -"várias faturas de fornecedores de uma só vez." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" -"Quando :guilabel:`Registrar pagamento` é selecionado, uma janela pop-up é " -"exibida. Nessa janela pop-up, selecione o diário apropriado no campo " -":guilabel:`Diário`, escolha uma data de pagamento no campo :guilabel:`Data " -"de pagamento` e escolha um :guilabel:`Método de pagamento`. Também há a " -"opção de :guilabel:`Agrupar pagamentos` nesse pop-up." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." -msgstr "" -"Quando estiver pronto, clique no botão :guilabel:`Criar pagamento`, que cria" -" uma lista de lançamentos contábeis em uma página separada. Essa lista de " -"lançamentos contábeis está vinculada às contas de fornecedor apropriadas." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." -msgstr "Batch billing register payment pop-up window." +msgstr "Janela pop-up \"Registrar pagamento\" para faturamento em lote." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" -"A opção :guilabel:`Registrar pagamento` para contas de fornecedores em lotes" -" só funcionará para lançamentos contábeis manuais cujo :guilabel:`Status` " -"esteja definido como :guilabel:`Lançado`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr ":doc:`control_bills`" @@ -44747,7 +45496,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:3 msgid "Purchase units of measure" -msgstr "Purchase units of measure" +msgstr "Unidades de medida de compra" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:5 msgid "" @@ -44757,11 +45506,12 @@ msgid "" "measures manually every time. With Odoo, you can configure your product once" " and let Odoo handle the conversion." msgstr "" -"When you purchase a product, it may happen that your vendor uses a different" -" unit of measure than when it is sold. This can cause confusion between " -"sales and purchase representatives. It is also time-consuming to convert " -"measures manually every time. With Odoo, you can configure your product once" -" and let Odoo handle the conversion." +"Quando você compra um produto, pode acontecer de o fornecedor usar uma " +"unidade de medida diferente da que você usa na venda. Isso pode causar " +"confusão entre os representantes de vendas e de compras. Além disso, é " +"demorado converter as medidas manualmente todas as vezes. Com o Odoo, você " +"pode configurar seu produto uma vez e deixar que o sistema cuide da " +"conversão." #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:10 msgid "Consider the following examples:" @@ -44903,10 +45653,10 @@ msgid "" "category. Then, under the :guilabel:`Units of Measure` tab, click " ":guilabel:`Add a line`." msgstr "" -"The next step is to create the two units of measures. To do so, click into " -"the :guilabel:`Unit of Measure Category` field and enter a name for the " -"category. Then, under the :guilabel:`Units of Measure` tab, click " -":guilabel:`Add a line`." +"A próxima etapa é criar as duas unidades de medida. Para fazer isso, clique " +"no campo :guilabel:`Categoria de unidade de medida` e digite um nome para a " +"categoria. Em seguida, na aba :guilabel:`Unidades de medida`, clique em " +":guilabel:`Adicionar uma linha`." #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:77 msgid "" @@ -44917,12 +45667,12 @@ msgid "" "Precision* you would like to use. The quantity computed by Odoo is always a " "multiple of this value." msgstr "" -"First, create the unit of measure used as the reference point for converting" -" to other units of measure inside the category. Name the unit, and select " -"the units of measure category you just created. For the *Type*, select " -"*Reference Unit of Measure for this category type*. Enter the *Rounding " -"Precision* you would like to use. The quantity computed by Odoo is always a " -"multiple of this value." +"Primeiro, crie a unidade de medida usada como ponto de referência para a " +"conversão para outras unidades de medida dentro da categoria. Nomeie a " +"unidade e selecione a categoria de unidades de medida que você acabou de " +"criar. No *Tipo*, selecione *Unidade de medida de referência para esta " +"categoria*. Digite a *Precisão de arredondamento* que você gostaria de usar." +" A quantidade calculada pelo Odoo é sempre um múltiplo desse valor." #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:83 msgid "" @@ -46459,6 +47209,176 @@ msgstr "Verificação de Tirar uma foto com uma foto anexada." msgid "Quality control basics" msgstr "Noções básicas de controle de qualidade" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "Alertas de qualidade" diff --git a/locale/pt_BR/LC_MESSAGES/marketing.po b/locale/pt_BR/LC_MESSAGES/marketing.po index 8c11452e5..77bda34c5 100644 --- a/locale/pt_BR/LC_MESSAGES/marketing.po +++ b/locale/pt_BR/LC_MESSAGES/marketing.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" @@ -691,6 +691,7 @@ msgstr "" ":guilabel:`Favoritos` do menu suspenso mega." #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Definições" @@ -1079,7 +1080,6 @@ msgstr "" "verde." #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -4190,15 +4190,317 @@ msgstr ":doc:`mailing_lists`" msgid "Events" msgstr "Eventos" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" "`Tutoriais do Odoo: Eventos `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" +"Visão geral da configuração de eventos com o modo de visualização kanban no " +"Odoo Eventos." + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "Criar eventos" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "Acompanhar e gerenciar palestras" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "Modelos de eventos" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -4300,6 +4602,20 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." @@ -4308,18 +4624,27 @@ msgstr "" "vários campos e abas clicáveis que servem para configurar os detalhes " "iniciais e necessários do evento." -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "Os campos a seguir são encontrados em um formulário de evento:" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" ":guilabel:`Nome do evento`: o título do evento. Esse campo é " "**obrigatório**." -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." @@ -4327,7 +4652,7 @@ msgstr "" ":guilabel:`Data`: para quando o evento está programado. Esse campo é " "preenchido automaticamente, mas pode ser modificado e é **obrigatório**." -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." @@ -4336,7 +4661,7 @@ msgstr "" "campo é preenchido automaticamente, mas pode ser modificado e é " "**obrigatório**." -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -4349,7 +4674,7 @@ msgstr "" "estiverem sendo enviadas a destinatários que falam um idioma diferente, " "certifique-se de configurar esse campo adequadamente." -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" @@ -4359,7 +4684,7 @@ msgstr "" "para apresentar publicações específicas no X (antigo Twitter) que contêm " "elementos desejados predeterminados." -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " @@ -4369,7 +4694,7 @@ msgstr "" "do mural desejado no campo e selecione :guilabel:`Criar e editar...` no menu" " suspenso resultante." -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "Isso revela a janela pop-up :guilabel:`Criar feed do X (Twitter)`." @@ -4377,7 +4702,7 @@ msgstr "Isso revela a janela pop-up :guilabel:`Criar feed do X (Twitter)`." msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "A janela pop-up de feed do Twitter no aplicativo Odoo Eventos." -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " @@ -4387,7 +4712,7 @@ msgstr "" "determinada palavra ou hashtag para o Odoo pesquisar no X, como " "`#WoodWorkingExpo24`, por exemplo." -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " @@ -4397,7 +4722,7 @@ msgstr "" "com esse critério predeterminado. As opções nesse campo são: " ":guilabel:`Recente`, :guilabel:`Popular` ou :guilabel:`Misturado`." -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." @@ -4405,7 +4730,7 @@ msgstr "" "Os usuários também têm a opção de adicionar uma breve :guilabel:`Descrição` " "ao feed." -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " @@ -4415,7 +4740,7 @@ msgstr "" "preenchido automaticamente com o URL completo necessário para acessar o " "documento pelo site do evento." -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -4427,7 +4752,7 @@ msgstr "" " de marcador de posição :guilabel:`(câmera)` no canto superior direito da " "janela pop-up." -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." @@ -4435,7 +4760,7 @@ msgstr "" "Em seguida, na janela do explorador de arquivos resultante, selecione a " "imagem desejada para adicionar ao feed." -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -4449,7 +4774,7 @@ msgstr "" "mais, consulte a documentação do :doc:`Noções básicas de marketing de redes " "sociais <.../social_marketing/essentials/social_essentials>`." -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." @@ -4457,7 +4782,7 @@ msgstr "" ":guilabel:`Modelo`: escolha um modelo de evento pré-configurado no menu " "suspenso resultante." -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" @@ -4465,13 +4790,13 @@ msgstr "" "Ou crie um novo diretamente nesse campo, digitando o nome do novo modelo e " "selecionando:" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" ":guilabel:`Criar` (que cria o modelo e pode ser editado posteriormente) ou" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." @@ -4479,7 +4804,7 @@ msgstr "" ":guilabel:`Criar e editar…` (que cria o modelo e revela uma página de modelo" " separada para configurar o modelo com mais detalhes)." -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." @@ -4488,7 +4813,7 @@ msgstr "" "brevemente o evento (ex.: `Online`, `Conferência`, etc.). Vários marcadores " "podem ser adicionados por evento." -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " @@ -4498,7 +4823,7 @@ msgstr "" "caixa de seleção *Mostrar no site* em :menuselection:`app Events --> " "Configuração --> Categorias de marcadores de eventos`." -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." @@ -4506,7 +4831,7 @@ msgstr "" ":guilabel:`Organizador`: designe o organizador do evento (uma empresa, " "contato ou funcionário)." -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." @@ -4514,7 +4839,7 @@ msgstr "" ":guilabel:`Responsável`: designa um usuário na base de dados para ser " "responsável por esse evento." -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -4526,7 +4851,7 @@ msgstr "" "ambiente multiempresa. O campo é preenchido automaticamente, mas pode ser " "modificado e é **obrigatório**." -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -4540,14 +4865,16 @@ msgstr "" "consulte a documentação do :doc:`Multissite " "<.../.../websites/website/configuration/multi_website>`." -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -":guilabel:`Local`: insira os detalhes pertinentes ao local do evento nesse " -"campo." -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." @@ -4556,7 +4883,7 @@ msgstr "" ":guilabel:`Carregar arquivos` para carregar uma imagem do mapa do local do " "evento." -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" @@ -4567,7 +4894,7 @@ msgstr "" "limite desejado **deve** ser inserido no campo em branco antes de " ":guilabel:`Participantes`." -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " @@ -4577,7 +4904,7 @@ msgstr "" "desejado para os crachás do evento. As opções são: :guilabel:`A4 dobrável`, " ":guilabel:`A6` ou :guilabel:`4 por folha`." -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." @@ -4586,7 +4913,7 @@ msgstr "" " arquivos` para carregar uma imagem de fundo personalizada para crachás de " "eventos." -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " @@ -4596,7 +4923,7 @@ msgstr "" "adequadamente, passe para as quatro abas na parte inferior do formulário de " "evento para personalização adicional." -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " @@ -4606,11 +4933,11 @@ msgstr "" "`, :ref:`Perguntas ` e " ":ref:`Notas `." -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "Aba Ingressos" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -4624,7 +4951,7 @@ msgstr "" "Uma aba típica de ingressos em um formulário de evento no aplicativo Odoo " "Eventos." -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" @@ -4634,7 +4961,7 @@ msgstr "" ":guilabel:`Ingressos`. Em seguida, digite um nome para o ingresso (ex.: " "`Ingresso básico` ou `VIP`) no campo :guilabel:`Nome`." -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -4648,7 +4975,7 @@ msgstr "" ":guilabel:`Criar` ou :guilabel:`Criar e editar…` no menu suspenso " "resultante." -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -4663,7 +4990,7 @@ msgstr "" "inscrição no evento **deve** ser definido como :guilabel:`Ingresso de " "evento`." -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -4678,7 +5005,7 @@ msgstr "" " *Inventário* estiver instalado, outras opções estarão disponíveis para " "personalização do produto." -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." @@ -4686,7 +5013,7 @@ msgstr "" "Em seguida, defina o custo de inscrição do ingresso no campo " ":guilabel:`Preço`." -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -4698,7 +5025,7 @@ msgstr "" ":guilabel:`Preço` de um ingresso na aba :guilabel:`Ingressos` define um novo" " custo de inscrição para esse evento." -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -4711,7 +5038,7 @@ msgstr "" "daí, selecione a data e a hora desejadas e, em seguida, clique em :icon:`fa-" "check` :guilabel:`Aplicar`." -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." @@ -4719,14 +5046,14 @@ msgstr "" "Em seguida, se desejar, designe o valor :guilabel:`Máximo` pelo qual esse " "ingresso específico que pode ser vendido." -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" "A coluna :guilabel:`Tirado` é preenchida com o número de ingressos vendidos." -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " @@ -4736,7 +5063,7 @@ msgstr "" "para diferenciar os crachás dos ingressos. A cor selecionada é exibida nos " "crachás dos ingressos quando impressos." -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " @@ -4746,7 +5073,7 @@ msgstr "" "ícone :icon:`fa-trash-o` :guilabel:`(lixeira)` na linha correspondente ao " "ingresso que deve ser excluído." -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " @@ -4757,7 +5084,7 @@ msgstr "" ":guilabel:`(opções adicionais)`, localizado na extremidade direita dos " "títulos das colunas." -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." @@ -4765,7 +5092,7 @@ msgstr "" "Em seguida, marque a caixa de seleção ao lado de :guilabel:`Descrição` no " "menu suspenso resultante." -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " @@ -4776,11 +5103,11 @@ msgstr "" "sobre vantagens ou comodidades que possam coincidir com a compra de " "ingressos específicos." -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "Aba Comunicação" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -4797,7 +5124,7 @@ msgstr "" "Aba de comunicação típica em um formulário de evento no aplicativo Odoo " "Eventos." -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -4812,7 +5139,7 @@ msgstr "" "diferentes intervalos de tempo antes do evento para lembrar o destinatário " "do evento por vir." -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -4825,7 +5152,7 @@ msgstr "" ":guilabel:`SMS`, :guilabel:`Publicação de rede social` ou " ":guilabel:`WhatsApp`." -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." @@ -4833,7 +5160,7 @@ msgstr "" "Não há limite para o número de comunicações que podem ser adicionadas na aba" " :guilabel:`Comunicação` de um formulário de evento." -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -4844,7 +5171,7 @@ msgstr "" " :icon:`fa-trash-o` :guilabel:`(lixeira)` na linha de comunicação " "correspondente. Isso remove totalmente a comunicação do evento." -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " @@ -4854,7 +5181,7 @@ msgstr "" "aplicativo *Redes Sociais* estiver instalado. A opção :guilabel:`WhatsApp` " "**somente** aparece se o módulo *Integração com WhatsApp* estiver instalado." -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." @@ -4863,18 +5190,18 @@ msgstr "" "editados durante a configuração ativa. É necessária uma aprovação separada " "da *Meta*." -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "E-mail" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" "Selecione um modelo de e-mail existente no menu suspenso :guilabel:`Modelo`." -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " @@ -4884,7 +5211,7 @@ msgstr "" ":guilabel:`Disparo` em seus respectivos campos suspensos, permitindo que o " "Odoo saiba quando a comunicação deve ser enviada." -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " @@ -4894,7 +5221,7 @@ msgstr "" ":guilabel:`Horas`, :guilabel:`Dias`, :guilabel:`Semanas` e " ":guilabel:`Meses`." -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " @@ -4904,7 +5231,7 @@ msgstr "" "opções são: :guilabel:`Após cada inscrição`, :guilabel:`Antes do evento` e " ":guilabel:`Após o evento`." -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " @@ -4914,7 +5241,7 @@ msgstr "" "enviadas. E, ao lado do número, há ícones diferentes que são exibidos, " "dependendo do status dessa comunicação específica." -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -4928,7 +5255,7 @@ msgstr "" "*Agendado* é representado por um ícone :icon:`fa-hourglass-half` " ":guilabel:`(ampulheta)`." -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" @@ -4936,19 +5263,19 @@ msgstr "" "Para enviar um e-mail de confirmação uma hora depois que um participante se " "registrar em um evento, configure a seguinte comunicação:" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr ":guilabel:`Intervalo`: `1`" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr ":guilabel:`Unidade`: :guilabel:`Horas`" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr ":guilabel:`Disparo`: :guilabel:`Após cada inscrição`" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -4964,7 +5291,7 @@ msgstr "" ":guilabel:`Conteúdo`, a :guilabel:`Configuração do e-mail` e as " ":guilabel:`Definições` desse modelo de e-mail específico." -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -4976,13 +5303,13 @@ msgstr "" "--> E-mail: Modelos de e-mail\". Modifique com cuidado, pois os modelos de " "e-mail afetam todas as comunicações em que o modelo é usado." -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "Aba Perguntas" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " @@ -4992,7 +5319,7 @@ msgstr "" "criar questionários breves para os inscritos interagirem e responderem " "depois de se inscreverem no evento." -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -5011,7 +5338,7 @@ msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" "Aba de perguntas em um formulário de evento no aplicativo Odoo Eventos." -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -5023,7 +5350,7 @@ msgstr "" "forneça(m) seu :guilabel:`Nome` e :guilabel:`E-mail`, e torna opcional a " "inclusão de seu número :guilabel:`Telefone` também." -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -5037,7 +5364,7 @@ msgstr "" "individuais que contêm informações básicas sobre o(s) inscrito(s), bem como " "suas preferências." -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -5055,7 +5382,7 @@ msgid "" msgstr "" "A janela pop-up Criar pergunta que aparece no aplicativo Odoo Eventos." -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -5067,7 +5394,7 @@ msgstr "" "obrigatória` e/ou se o Odoo deve :guilabel:`Perguntar uma vez por pedido`, " "marcando suas respectivas caixas, se desejar." -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -5082,11 +5409,11 @@ msgstr "" "configuração, o Odoo apresentará a pergunta para cada participante que " "estiver conectado a essa inscrição." -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "Em seguida, selecione uma opção :guilabel:`Tipo de pergunta`:" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " @@ -5096,7 +5423,7 @@ msgstr "" " escolherem. As opções de resposta selecionáveis podem ser gerenciadas na " "coluna :guilabel:`Respostas` na parte inferior da janela pop-up." -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." @@ -5104,7 +5431,7 @@ msgstr "" ":guilabel:`Entrada de texto`: permite que os usuários insiram uma resposta " "personalizada para a pergunta em um campo de texto." -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." @@ -5112,7 +5439,7 @@ msgstr "" ":guilabel:`Nome`: fornece aos inscritos um campo para que eles digitem seu " "nome." -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." @@ -5120,7 +5447,7 @@ msgstr "" ":guilabel:`E-mail`: fornece aos inscritos um campo para inserir seu endereço" " de e-mail." -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." @@ -5128,7 +5455,7 @@ msgstr "" ":guilabel:`Telefone`: fornece aos inscritos um campo para que insiram seu " "número de telefone." -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." @@ -5136,7 +5463,7 @@ msgstr "" ":guilabel:`Empresa`: fornece aos inscritos um campo para que eles insiram " "uma empresa à qual estão associados." -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -5150,7 +5477,7 @@ msgstr "" ":guilabel:`Salvar e Novo` para salvar a pergunta e criar uma nova pergunta " "na janela pop-up :guilabel:`Criar pergunta`." -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." @@ -5158,31 +5485,31 @@ msgstr "" "À medida que as perguntas são adicionadas à aba :guilabel:`Perguntas`, as " "colunas informativas mostram as configurações de cada pergunta." -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "As colunas informativas são as seguintes:" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr ":guilabel:`Título`" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr ":guilabel:`Obrigatório`" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr ":guilabel:`Uma vez por pedido`" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr ":guilabel:`Tipo`" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr ":guilabel:`Respostas` (se aplicável)" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -5194,7 +5521,7 @@ msgstr "" "linha da pergunta. Quando clicado, o Odoo abre uma página separada, exibindo" " as métricas de resposta para aquela pergunta específica." -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -5204,7 +5531,7 @@ msgstr "" " :icon:`fa-trash-o` :guilabel:`(lixeira)` na linha da pergunta " "correspondente." -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." @@ -5212,11 +5539,11 @@ msgstr "" "Não há limite para o número de perguntas que podem ser adicionadas na absa " ":guilabel:`Perguntas` de um formulário de evento." -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "Aba Notas" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -5229,7 +5556,7 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "Aba de notas em um formulário de evento no aplicativo Odoo Eventos." -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " @@ -5239,7 +5566,7 @@ msgstr "" " notas internas para outros funcionários do evento, como instruções, listas " "de afazeres, informações de contato e assim por diante." -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " @@ -5249,12 +5576,11 @@ msgstr "" "usuários podem deixar instruções específicas para as pessoas que " "participarão do evento, que serão exibidas no ingresso dos participantes." -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "Publicar eventos" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -5265,7 +5591,7 @@ msgstr "" "de evento, é hora de publicar o evento no site. Isso torna o evento visível " "para os visitantes do site e permite que as pessoas se inscrevam no evento." -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -5278,7 +5604,7 @@ msgstr "" "pode ser personalizada como qualquer outra página da web no site, pelo botão" " :guilabel:`Editar`." -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " @@ -5288,7 +5614,7 @@ msgstr "" "consulte a documentação sobre :doc:`Bloco de construção " "<.../.../websites/website/web_design/building_blocks>`." -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -5301,11 +5627,11 @@ msgstr "" "evento é publicada e pode ser visualizada/acessada por todos os visitantes " "do site." -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "Enviar convites para eventos" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -5317,7 +5643,7 @@ msgstr "" "e clique no evento desejado. Depois disso, clique no botão " ":guilabel:`Convidar` no canto superior esquerdo do formulário do evento." -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " @@ -5328,7 +5654,7 @@ msgstr "" " consulte a documentação :ref:`Criar um e-mail " "`." -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " @@ -5339,7 +5665,7 @@ msgstr "" "página de inscrição no site do evento, permitindo que os destinatários " "interessados se inscrevam rapidamente." -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " @@ -5349,739 +5675,10 @@ msgstr "" " é 200. Para saber mais sobre limites diários, veja a documentação " ":ref:`email_communication/daily_limit_mail`." -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr ":doc:`event_essentials`" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr ":doc:`track_manage_talks`" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "Fundamentos de Eventos" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"O Odoo Eventos oferece aos coordenadores de eventos um arsenal de " -"ferramentas de planejamento, comunicação e relatórios para criar " -"experiências imersivas e envolventes para os clientes. Ou seja, a equipe " -"pode criar e publicar eventos em seu site, vender ingressos on-line, " -"escanear ingressos com o código de barras do Odoo, enviar e-mails " -"automatizados e gerar dados de relatórios avançados quando o evento aceitar " -"inscrições." - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "Conceitos e organização do Kanban" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"Para começar, clique no aplicativo :guilabel:`Eventos` no painel inicial, " -"que leva ao modo de visualização kanban preenchido com uma variedade de " -"estágios do funil. As principais informações são listadas em cada cartão de " -"evento, como a data/hora do evento, juntamente com o número de participantes" -" esperados (e confirmados)." - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" -"Para criar um novo estágio, clique em :guilabel:`Adicionar uma coluna` e " -"forneça um título adequado que reflita a finalidade desse estágio." - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"Reorganize os estágios arrastando e soltando-os até que estejam na ordem " -"correta. Para uma apresentação mais limpa, os estágios também podem ser " -"\"dobrados\" no Kanban, através do menu :guilabel:`Definições` à direita do " -"título de cada estágio, que é representado por um ícone de engrenagem." - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" -"Por padrão, o ícone de engrenagem está oculto e aparecerá ao lado do ícone " -":guilabel:`+` ao passar o mouse sobre ele." - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "Ao clicar nele, um menu suspenso de configurações será exibido." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" -"Visão geral da configuração de eventos com o modo de visualização kanban no " -"Odoo Eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "Criar um novo evento" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" -"Para criar um evento, clique em :guilabel:`Criar` no painel Eventos. Em " -"seguida, o Odoo direcionará a página para um formulário de modelo de evento " -"em branco." - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" -"No formulário de evento, preencha os campos necessários, escolhendo entre os" -" dados existentes na base de dados do Odoo ou criando e editando novos dados" -" de campo. As principais informações a inserir para o evento são:" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr ":guilabel:`Nome do evento`: dê um título ao evento." - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" -":guilabel:`Data`: inclui as datas/horários de início e término do evento." - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" -":guilabel:`Fuso-horário`: trata do fuso-horário de quando o evento ocorrerá." - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" -":guilabel:`Modelo`: escolha um modelo de evento pré-moldado ou crie um " -"modelo personalizado e vincule-o aqui." - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -":guilabel:`Marcadores`: adicione marcadores para indicar brevemente a " -"finalidade do evento (por exemplo, `tradeshow`). Os marcadores ajudam a " -"organizar melhor os cartões de evento no Kanban e são úteis ao usar filtros " -"de busca nos períodos de relatório." - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" -":guilabel:`Organizador`: especifique o(s) organizador(es) do evento. " -"Geralmente é a empresa que possui a base de dados Odoo ou um fornecedor." - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" -":guilabel:`Responsável`: nomeie a pessoa responsável pela organização do " -"evento." - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" -":guilabel:`Website`: indique em qual(is) site(s) do Odoo o evento deve ser " -"publicado." - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" -":guilabel:`Local`: liste os detalhes do local aqui, se for um novo registro," -" ou escolha um local existente." - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" -":guilabel:`Limitar inscrições`: quando ativada, essa configuração limita as " -"inscrições de participantes a uma quantidade específica" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" -":guilabel:`Autoconfirmação`: quando ativada, essa configuração ignora a " -"solicitação de confirmação que é enviada por e-mail aos inscritos no evento " -"e confirma automaticamente a inscrição." - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"Depois que os campos do formulário de evento estiverem definidos, passe para" -" as abas :guilabel:`Ingressos` e :guilabel:`Comunicação` e, opcionalmente, " -"para a aba :guilabel:`Perguntas`, se os registros exigirem informações " -"adicionais." - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "Adicionar e vender ingressos para eventos" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -"Na aba :guilabel:`Ingressos`, adicione itens de linha para cada tipo de " -"ingresso que o evento planeja oferecer. Aqui, determine o preço do ingresso," -" as datas de início e término das inscrições, bem como o número máximo de " -"ingressos que podem ser vendidos." - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" -"Se a venda de ingressos não for necessária para o evento, um simples botão " -":guilabel:`Inscrição` será exibido na página do evento por padrão." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "Visualização da aba de ingressos no Odoo Eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" -"Envie e-mails, textos e publicações de redes sociais de modo automatizado " -"para os participantes do evento" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -"Na aba :guilabel:`Comunicação`, configure mensagens personalizadas de " -"e-mail, SMS ou publicação de rede social para manter contato com os " -"participantes do evento. Para cada comunicação, clique em " -":guilabel:`Adicionar uma linha` no formulário da aba :guilabel:`Comunicação`" -" e, em seguida, escolha (ou crie) um modelo de comunicação usando o menu " -"suspenso na coluna :guilabel:`Modelo`." - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"Em seguida, defina o :guilabel:`Intervalo` e a :guilabel:`Unidade` de tempo " -"para a frequência com que a comunicação deve ser enviada; use esses campos " -"de tempo para especificar a frequência com que as comunicações " -":guilabel:`Horas`, :guilabel:`Dias`, :guilabel:`Semanas` ou " -":guilabel:`Meses` devem ser enviadas. Há também a opção de enviar " -"comunicações \"imediatamente\" depois que um determinado :guilabel:`Disparo`" -" for ativado." - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"Na última coluna, determine o :guilabel:`Disparo` que controla como e quando" -" a comunicação é enviada. Para essa ação, escolha entre: :guilabel:`Antes do" -" evento`, :guilabel:`Após cada inscrição` ou :guilabel:`Após o evento`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "Visualização da aba de comunicação no Odoo Eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "Anexar um questionário às inscrições de eventos" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" -"A implementação de um questionário durante a inscrição no evento é uma " -"maneira eficaz de avaliar antecipadamente os desejos, as necessidades e os " -"interesses dos participantes do evento. Os questionários também funcionam " -"como ferramentas de análise informativas para períodos de relatório antes " -"(ou depois) da realização dos eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"Para criar um questionário, no aplicativo :guilabel:`Eventos`, navegue até " -":menuselection:`Configuração --> Definições` e, em seguida, ative a " -"configuração :guilabel:`Perguntas`." - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"Com a configuração ativada, as perguntas e respostas agora podem ser " -"adicionadas (e registradas) na aba :guilabel:`Perguntas` no formulário do " -"evento. Para cada pergunta, especifique se ela deve ser feita apenas uma vez" -" com a caixa de seleção :guilabel:`Perguntar uma vez por pedido` ou se a " -"pergunta requer uma :guilabel:`Resposta obrigatória`, o que tornará a " -"pergunta obrigatória para o registro." - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" -"Se a caixa de seleção :guilabel:`Uma vez por pedido` estiver ativada, uma " -"única inscrição para três participantes mostrará o questionário apenas uma " -"vez." - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"Há dois :guilabel:`Tipos de pergunta` para escolher: :guilabel:`Seleção` e " -":guilabel:`Entrada de texto`. O tipo :guilabel:`Seleção` permite que os " -"participantes selecionem uma resposta a partir de opções pré-configuradas, " -"que são inseridas na aba :guilabel:`Respostas` abaixo. O tipo " -":guilabel:`Entrada de texto` permite que os participantes escrevam suas " -"próprias respostas à pergunta em uma caixa de texto." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" -"Visualização de um formulário de evento, abra a aba de perguntas e adicione " -"uma pergunta." - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "Registrar notas internas ou adicionar instruções para ingressos" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" -"Na aba :guilabel:`Notas`, há a opção de adicionar uma :guilabel:`Nota` e/ou " -":guilabel:`Instruções do ingresso`." - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -"Em :guilabel:`Nota`, podem ser deixadas anotações internas (como listas de " -"tarefas, informações de contato etc.) para serem consultadas pela equipe do " -"evento. No campo :guilabel:`Instruções do ingresso`, informações úteis para " -"a equipe e os participantes podem ser compartilhadas (como instruções para o" -" local do evento, horários de abertura/fechamento etc.)" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" -"Digite `/` em um dos campos de texto (:guilabel:`Nota` ou " -":guilabel:`Instruções do ingresso`) para exibir um submenu de opções " -":guilabel:`Estrutura`. Essas opções oferecem várias opções de formatação " -"para garantir que as informações internas cruciais sejam organizadas para " -"serem revisadas pela equipe do evento." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "Visualização da aba Notas no Odoo Eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "Convidar participantes para o evento" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" -"Para convidar pessoas para um evento, clique no botão :guilabel:`Convidar` " -"localizado no canto superior esquerdo do formulário do evento." - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" -"Dentro do formulário de modelo de convite, há opções para enviar convites " -"por e-mail ou SMS. As mensagens podem ser totalmente personalizadas e os " -"destinatários podem ser adicionados." - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"A adição de uma linha :guilabel:`Assunto` para a mensagem de convite é " -"obrigatória, mas o campo :guilabel:`Texto de visualização` é opcional. O " -":guilabel:`Texto de visualização` é uma frase de visualização cativante " -"destinada a incentivar os destinatários a abrir o e-mail." - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" -"Na maioria dos casos, o :guilabel:`Texto de visualização` é exibido ao lado " -"do assunto. Deixe esse campo em branco para garantir que os primeiros " -"caracteres do conteúdo do e-mail sejam exibidos." - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "Selecionar convidados e configurar filtros de destinatários" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"No meio do formulário de convite, localize e clique no campo " -":guilabel:`Destinatários` para exibir um menu suspenso de opções de " -"destinatários. Essas opções representam onde o Odoo encontrará as " -"informações dos destinatários desejados." - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"Quando uma opção desse menu for selecionada (por exemplo, " -":guilabel:`Candidato`, :guilabel:`Contato`, :guilabel:`Inscrição em evento`," -" :guilabel:`Lead/Oportunidade`, etc.), o Odoo enviará o convite a todos os " -"destinatários que correspondem a essa regra inicial. Regras adicionais podem" -" ser adicionadas para restringir os destinatários-alvo, clicando em " -":guilabel:`Adicionar filtro`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" -"Visualização do botão de adicionar filtro abaixo do campo de destinatários " -"no Odoo Eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -"Clicar em :guilabel:`Adicionar filtro` revela três campos, formatados como " -"uma equação. Para revelar as opções do submenu, clique em cada campo e faça " -"as seleções desejadas, até que a configuração preferida seja alcançada. O " -"número de :guilabel:`Registros` que correspondem à(s) regra(s) é indicado à " -"direita do campo :guilabel:`Destinatários`, em verde." - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"À direita de cada regra, há os ícones :guilabel:`x`, :guilabel:`+` e " -":guilabel:`…`. O ícone :guilabel:`x` exclui um nó específico (linha) da " -"regra, o :guilabel:`+` adiciona um nó (linha) à regra e o :guilabel:`...` " -"adiciona uma ramificação ao nó. Uma ramificação significa que dois subnós " -"adicionais e recuados são adicionados à regra, proporcionando ainda mais " -"especificidade à linha acima dela." - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "Criar um convite de evento personalizado" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -"Na aba :guilabel:`Corpo do e-mail`, há vários modelos de mensagens pré-" -"configuradas para você escolher. Selecione o modelo desejado e modifique os " -"elementos de seus detalhes de design com o construtor da web de arrastar e " -"soltar do Odoo, localizado na barra lateral direita." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" -"Visualização dos blocos de construção de arrastar e soltar usados para " -"personalizar os e-mails de convite para eventos." - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" -"Para criar um e-mail de convite de evento do zero, selecione o modelo " -":guilabel:`Texto simples` e o Odoo fornecerá uma tela de e-mail em branco, " -"que pode ser personalizada usando o editor de rich text de front-end que " -"aceita comandos de barra (`/`) ou o editor de código XML, quando o " -":ref:`Modo desenvolvedor ` está ativado e o ícone " -":guilabel:`` é pressionado." - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -"A aba :guilabel:`Corpo do e-mail` (e as opções de modelo) só estarão " -"disponíveis se o convite do evento :guilabel:`Tipo de comunicação` for " -"designado como :guilabel:`E-mail`. Se :guilabel:`SMS` for o :guilabel:`Tipo " -"de comunicação`, uma aba :guilabel:`Conteúdo do SMS` (que consiste em um " -"espaço de texto em branco) ficará disponível." - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "Modificar as definições de convite de evento" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" -"As opções na aba :guilabel:`Definições` são diferentes, dependendo do " -":guilabel:`Tipo de comunicação` especificado." - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -"Se a opção :guilabel:`E-mail` for selecionada como o :guilabel:`Tipo de " -"comunicação`, um funcionário poderá ser designado como o " -":guilabel:`Responsável`, o que significa que essa pessoa é a responsável por" -" essa mensagem de convite em específico." - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" -"Além disso, se algum documento específico for necessário (ou útil) para este" -" convite, ele poderá ser enviado junto com o e-mail, clicando em " -":guilabel:`ANEXAR UMA ARQUIVO` e adicionando o(s) documento(s) " -"apropriado(s)." - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -"Se a opção :guilabel:`SMS` for selecionada como :guilabel:`Tipo de " -"comunicação`, um :guilabel:`Responsável` poderá ser designado e a opção " -":guilabel:`Incluir link de cancelamento` estará disponível." - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "Enviar convites de eventos para os destinatários" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -"Se o :guilabel:`Tipo de e-mail` selecionado for :guilabel:`E-mail`, haverá " -"três opções para enviar o convite: :guilabel:`Enviar`, :guilabel:`Agendas` e" -" :guilabel:`Testar`." - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -"A opção :guilabel:`Enviar` envia o convite imediatamente. A opção " -":guilabel:`Agendar` abre uma janela pop-up, na qual é possível selecionar " -"uma data/hora programada para o envio do e-mail. A opção :guilabel:`Testar` " -"exibe um pop-up :guilabel:`Testar envio`, no qual podem ser inseridos " -"endereços de e-mail de destinatários específicos para que o Odoo envie a " -"eles a versão atual do e-mail para revisão antes de enviá-lo oficialmente " -"aos possíveis participantes do evento." - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -"Se o :guilabel:`Tipo de comunicação` selecionado for :guilabel:`SMS`, haverá" -" quatro opções para enviar o convite: :guilabel:`Colocar na fila`, " -":guilabel:`Enviar agora`, :guilabel:`Agendar` e :guilabel:`Testar`." - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -"A opção :guilabel:`Colocar na fila` agenda uma mensagem de SMS para todos os" -" destinatários (que correspondem às regras designadas, se houver) em um " -"futuro próximo. Clicar em :guilabel:`Colocar na fila` revela uma janela pop-" -"up que requer confirmação. Quando confirmado, uma faixa azul é exibida no " -"formulário de modelo de convite de evento, indicando que o SMS será enviado " -"mais tarde naquele dia." - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -"As opções :guilabel:`Enviar agora`, :guilabel:`Agendar` e :guilabel:`Testar`" -" funcionam da mesma forma para ambas as opções de :guilabel:`Tipo de " -"comunicação`." - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" -"Até que um evento seja publicado, ele permanecerá oculto da visualização " -"pública no site e não será possível se inscrever nele. Para publicar um " -"evento, navegue até ele a partir do back-end do Odoo, pelo aplicativo " -":guilabel:`Eventos`, ou acesse a página oculta de eventos pelo front-end, " -"como usuário privilegiado ou administrador." - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" -"Se estiver navegando pelo back-end, vá para o formulário do evento e clique " -"no botão inteligente :guilabel:`Ir para o site` para acessar a página do " -"evento no site (no front-end). Se estiver começando pelo front-end, basta " -"navegar até a página do evento que precisa ser publicada." - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" -"Independentemente da rota, uma página de evento só pode ser publicada no " -"front-end. No canto superior direito da página do evento no site, alterne o " -"status vermelho :guilabel:`Não publicado` para o status verde " -":guilabel:`Publicado`. Ao fazer isso, a página do evento fica imediatamente " -"acessível ao público no site." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" -"Visualização de uma página do site e a opção de publicar o evento no Odoo " -"Eventos." - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "Modelos de eventos" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -6664,111 +6261,109 @@ msgstr "" "relacionadas ao modelo de evento selecionado no campo :guilabel:`Modelo` de " "um formulário de evento." -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr ":doc:`create_events`" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "Vender ingressos" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -"Crie níveis de ingressos personalizados (com vários preços) para os " -"participantes em potencial escolherem, diretamente no formulário do modelo " -"de evento, na aba :guilabel:`Ingressos`. O Odoo simplifica o processo de " -"compra de ingressos, fornecendo várias opções de formas de pagamento." -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Configuração" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"Primeiro, para habilitar a criação (e a venda) de ingressos para eventos, vá" -" para :menuselection:`Configuração --> Definições` e, em seguida, habilite " -"os recursos :guilabel:`Ingressos` e :guilabel:`Ingressos online`." -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -"O recurso :guilabel:`Ingressos` permite a venda de ingressos para um evento." -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -"O recurso :guilabel:`Ingressos online` permite a venda de ingressos pelo " -"site." -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" -"Se essas opções *não* estiverem ativadas, um botão padrão " -":guilabel:`Inscrição` estará disponível para inscrições gratuitas." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "Visualização da página de definições do Odoo Eventos." -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "Venda ingressos por pedidos de venda" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -"No aplicativo :guilabel:`Vendas`, escolha um registro de evento criado " -"anteriormente (como se fosse um produto) e adicione-o como uma linha de " -"produto. Ao adicionar o registro, é exibida uma janela pop-up que permite a " -"seleção de um evento específico (e nível de ingresso). Esse ingresso de " -"evento específico é então anexado ao pedido de venda." -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"Visualização de um pedido de vendas e opção para escolher o evento " -"específico no Odoo Eventos." -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -"Os eventos com ingressos vendidos on-line ou por pedidos de venda têm um " -"atalho :guilabel:`Botão inteligente de vendas`, localizado na parte superior" -" do formulário de modelo de evento (no aplicativo :guilabel:`Eventos`)." -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" -"Clicar no :guilabel:`Botão inteligente de vendas` abre uma página com todos " -"os pedidos de vendas relacionados a esse evento." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." @@ -6776,48 +6371,144 @@ msgstr "" "Visualização do formulário de um evento e do botão inteligente de vendas no " "Odoo Eventos." +#: ../../content/applications/marketing/events/sell_tickets.rst:64 +msgid "" +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 +msgid "" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" + #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -"Visualização de um formulário de evento destacando a coluna produto na aba de ingressos do Odoo\n" -"Eventos." -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "Venda de ingressos pelo site" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:86 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." msgstr "" -"Com os ingressos comprados pelo site, o processo é semelhante à criação de " -"um :guilabel:`Pedido de venda` com um produto específico " -":guilabel:`Inscrição`. Aqui, os ingressos são adicionados a um carrinho " -"virtual e a transação pode ser concluída como de costume, utilizando " -"qualquer uma das opções de formas de pagamento pré-configuradas definidas no" -" site." -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:91 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." msgstr "" -"A compra concluída é automaticamente refletida em um :guilabel:`Pedido de " -"venda`, que pode ser facilmente acessado no back-end da base de dados." #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "Visualização da transação do site para o Odoo Eventos." +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "Acompanhar e gerenciar palestras" +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -7321,6 +7012,7 @@ msgstr "" " revelar um novo formulário de campanha." #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "Modelos de campanha" @@ -7343,12 +7035,9 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" -"Para começar a usar um modelo, navegue até o aplicativo " -":menuselection:`Automação de marketing`, no painel principal do Odoo, para " -"abrir o painel :guilabel:`Campanhas`, que exibe seis cartões de modelo de " -"campanha:" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`🏷️ Tag Hot Contacts`" @@ -7374,8 +7063,10 @@ msgstr "" "endereços cujos e-mails forem devolvidos.`" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" -msgstr ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" +msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`Send an email to new recipients to confirm their consent.`" @@ -7425,7 +7116,7 @@ msgstr "" "Seis cartões de modelo de campanha no painel Campanhas do aplicativo " "Automação de marketing." -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." @@ -7434,7 +7125,7 @@ msgstr "" " a criação de novas campanhas. Clique em um dos cartões de modelo para abrir" " o formulário da campanha." -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" @@ -7444,7 +7135,8 @@ msgstr "" " campanha, digite o nome de uma campanha que **não** exista na base de dados" " na barra :guilabel:`Pesquisar…` e pressione :kbd:`Enter`." -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " @@ -7454,11 +7146,11 @@ msgstr "" "campanha, desde que não haja uma campanha com o nome \"empty\" na base de " "dados." -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "Alvos e filtros" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -7470,7 +7162,7 @@ msgstr "" "alvo do alcance da campanha (ou seja, os registros de contato exclusivos na " "base de dados)." -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " @@ -7480,11 +7172,11 @@ msgstr "" "campanha, como *Lead/Oportunidade*, *Inscrição em evento*, *Contato*, entre " "outros." -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Registros" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." @@ -7492,7 +7184,7 @@ msgstr "" "Os contatos no sistema que atendem aos critérios especificados em uma " "campanha são chamados de *registros*." -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " @@ -7502,18 +7194,18 @@ msgstr "" "campanha representa o número total de registros que a campanha está " "segmentando." -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Participantes" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "Os registros engajados pela campanha são chamados de *participantes*." -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " @@ -7523,7 +7215,7 @@ msgstr "" "botão inteligente *Testes*, que é exibido na parte superior do formulário da" " campanha após a execução de um teste." -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." @@ -7532,16 +7224,16 @@ msgstr "" "interrompida é mostrado no botão inteligente *Participantes* na parte " "superior do formulário da campanha." -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" ":doc:`Segmentação de público-alvo `" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Fluxo de trabalho" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " @@ -7552,12 +7244,12 @@ msgstr "" "uma campanha é definido na seção :guilabel:`Fluxo de trabalho` do formulário" " da campanha." -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Atividades" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -7569,7 +7261,7 @@ msgstr "" " vez em execução, cada atividade exibe o número de participantes envolvidos " "pela atividade como números de *Sucesso* e *Rejeitado*." -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" @@ -7578,7 +7270,7 @@ msgstr "" " atividade` na seção :guilabel:`Fluxo de trabalho` do formulário de " "campanha:" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " @@ -7587,7 +7279,7 @@ msgstr "" ":ref:`E-mail `: um e-mail que é " "enviado ao público-alvo." -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " @@ -7596,7 +7288,7 @@ msgstr "" ":ref:`Ação do servidor `: uma ação " "interna no base de dados que é executada." -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " @@ -7605,15 +7297,15 @@ msgstr "" ":ref:`SMS `: uma mensagem de texto " "que é enviada ao público-alvo." -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr ":doc:`marketing_automation/workflow_activities`" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "Testes e execução" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " @@ -7623,7 +7315,7 @@ msgstr "" "fluxo de trabalho esteja funcionando conforme o esperado e poder corrigir " "erros antes que atinja seu público-alvo." -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " @@ -7633,15 +7325,15 @@ msgstr "" "alvo. A campanha também pode ser lançada *sem* testes, se o usuário estiver " "confiante no fluxo de trabalho." -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr ":doc:`marketing_automation/testing_running`" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Relatórios" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " @@ -7651,7 +7343,7 @@ msgstr "" "cada campanha. Navegue até :menuselection:`app Automação de marketing --> " "Relatórios` para acessar as seguintes opções de menu:" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." @@ -7659,7 +7351,7 @@ msgstr "" ":guilabel:`Rastreio de links`: exibe as métricas dos links para rastrear o " "número de cliques." -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." @@ -7667,7 +7359,7 @@ msgstr "" ":guilabel:`Rastreamentos`: exibe os resultados de todas as atividades de " "todas as campanhas." -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." @@ -7675,7 +7367,7 @@ msgstr "" ":guilabel:`Participantrs`: exibe uma visão geral dos participantes de todas " "as campanhas." -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." @@ -7683,10 +7375,292 @@ msgstr "" "Além disso, cada atividade no fluxo de trabalho de uma campanha exibe suas " "métricas de engajamento." -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr ":doc:`marketing_automation/understanding_metrics`" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Double Opt-in" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "Configuração de campanhas" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "Segmentação de público-alvo" @@ -13049,7 +13023,7 @@ msgstr "" ":guilabel:`Prazo de resposta` pode ser definido, se necessário." #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -13991,7 +13965,7 @@ msgid ":doc:`create`" msgstr ":doc:`create`" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -14122,7 +14096,7 @@ msgstr "" "na aba :guilabel:`Perguntas`." #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." @@ -14131,7 +14105,7 @@ msgstr "" ":guilabel:`Título` (ou seja, a pergunta) e :guilabel:`Tipo de pergunta`." #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -14180,13 +14154,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" -"Para saber como criar e personalizar perguntas, consulte a documentação " -"sobre como :doc:`criar perguntas `." #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -14203,7 +14175,7 @@ msgid "Add a section" msgstr "Adicionar uma seção" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -14218,7 +14190,7 @@ msgstr "" "clique em sair." #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -14237,7 +14209,7 @@ msgstr "" "tema." #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -14250,7 +14222,7 @@ msgstr "" "escolhidas aleatoriamente`." #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -14266,7 +14238,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "Aba Opções" @@ -14664,11 +14636,15 @@ msgstr "" "pontos." #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "Aba Descrição" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " @@ -14679,11 +14655,11 @@ msgstr "" "que um participante da pesquisa possa precisar para participar (e concluir) " "adequadamente a pesquisa." -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "Aba Mensagem final" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." @@ -14691,11 +14667,11 @@ msgstr "" "Nessa aba não obrigatória, os usuários podem inserir uma mensagem " "personalizada que os participantes verão ao concluir a pesquisa." -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "Botões do formulário de pesquisa" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -14709,11 +14685,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "Os vários botões em um formulário de pesquisa no Odoo Pesquisas." -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "Esses botões são os seguintes:" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -14734,7 +14710,7 @@ msgstr "" "A janela pop-up 'Compartilhar uma pesquisa' que aparece no aplicativo Odoo " "Pesquisas." -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -14749,7 +14725,7 @@ msgstr "" "dinâmico, com um botão :guilabel:`Iniciar certificação`, que também pode ser" " modificado." -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -14763,7 +14739,7 @@ msgstr "" "respostas da pesquisa. Para obter mais informações, consulte a documentação " "sobre :doc:`Pontuação de pesquisas `." -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -14777,7 +14753,7 @@ msgstr "" "hospeda a pesquisa de sessão ao vivo clique no botão :guilabel:`Iniciar` na " "janela *Gerente da sessão*." -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -14789,7 +14765,7 @@ msgstr "" "formulário de pesquisa é substituído por dois novos botões: :guilabel:`Abrir" " gerente da sessão` e :guilabel:`Encerrar sessão ao vivo`." -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " @@ -14799,7 +14775,7 @@ msgstr "" " *Gerente da sessão*, e clicar em :guilabel:`Encerrar sessão ao vivo` fecha " "e, subsequentemente, encerra a sessão ao vivo." -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -14814,7 +14790,7 @@ msgstr "" "na parte superior da tela, com os seguintes dizeres `Esta é uma pesquisa de " "teste --> Editar pesquisa`." -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." @@ -14822,7 +14798,7 @@ msgstr "" "Se o link no banner azul for clicado, o Odoo retornará ao formulário de " "pesquisa." -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." @@ -14830,7 +14806,7 @@ msgstr "" ":guilabel:`Imprimir`: clicar nesse botão abre uma nova aba para uma versão " "imprimível do questionário." -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " @@ -14841,7 +14817,7 @@ msgstr "" ":guilabel:`Arquivado` no canto superior direito do formulário do " "questionário." -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -14855,11 +14831,11 @@ msgstr "" "reaberto (ou seja, não arquivado) e o banner :guilabel:`Arquivado` é " "removido do formulário de questionário." -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -14964,11 +14940,8 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" -"Com o botão de opção da pesquisa em questão selecionado, prossiga para " -":doc:`criar uma pesquisa <../surveys/create>` com :doc:`perguntas e seções " -"<../surveys/time_random>`." #: ../../content/applications/marketing/surveys/live_session.rst:44 msgid "" @@ -15409,6 +15382,758 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "Repita esse processo até que a pesquisa esteja concluída." +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "Criar perguntas" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" +"No Odoo *Pesquisas*, projetar e personalizar perguntas de pesquisa é crucial" +" para :doc:`criar e personalizar pesquisas <../surveys/create>`." + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" +"Felizmente, o Odoo oferece várias maneiras de configurar perguntas " +"personalizadas em qualquer tipo de pesquisa." + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" +"Para acessar uma lista de *todas* as perguntas que foram criadas na base de " +"dados, navegue até :menuselection:`app Pesquisas --> Perguntas e Respostas " +"--> Perguntas`. Ali, os usuários podem visualizar e modificar qualquer " +"pergunta de qualquer questionário." + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" +"No entanto, há apenas um lugar no aplicativo Odoo *Pesquisas* onde é " +"possível criar perguntas. Para fazer isso, navegue até um formulário de " +"pesquisa, indo até :menuselection:`app Pesquisas --> Novo`, ou selecionando " +"qualquer pesquisa pré-existente na página :guilabel:`Pesquisas` " +"(:menuselection:`app Pesquisas --> Pesquisas`)." + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" +"No formulário de pesquisa, os usuários podem visualizar, acessar, adicionar " +"e/ou excluir perguntas (e seções) na aba :guilabel:`Perguntas`." + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" +"Para revelar a coluna :guilabel:`Resposta obrigatória` na aba " +":guilabel:`Perguntas`, que indica se as perguntas exigem uma resposta " +"obrigatória ou não, clique no ícone :guilabel:`(colunas opcionais)` " +"localizado na extremidade direita dos títulos das colunas." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" +"O menu suspenso do controle deslizante que mostra a opção Resposta " +"obrigatória no Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "Criar seções" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" +"Em seguida, arraste e solte as perguntas desejadas abaixo de uma seção ou " +"arraste e solte um título de seção acima (ou seja, *antes*) da(s) " +"pergunta(s) desejadas, para preencher a seção com questões específicas que " +"se enquadrem no tema da seção." + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" +"Para criar perguntas para a pesquisa, clique em :guilabel:`Adicionar uma " +"pergunta` na aba :guilabel:`Perguntas`." + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" +"Clicar em :guilabel:`Adicionar uma questão` abre a janela pop-up " +":guilabel:`Criar seções e perguntas`, na qual uma pergunta de pesquisa pode " +"ser criada." + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" +"Quando todas as configurações desejadas estiverem concluídas, clique em " +":guilabel:`Salvar e Fechar` para salvar a pergunta e retornar ao formulário " +"de pesquisa, ou em :guilabel:`Salvar e Novo` para salvar a pergunta e criar " +"uma nova imediatamente em uma nova janela pop-up :guilabel:`Criar seções e " +"Perguntas`." + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" +"Clique em :guilabel:`Descartar` para descartar a pergunta completamente." + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "Janela pop-up Criar seções e perguntas" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "O formulário pop-up Criar seções e perguntas no Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" +"Na janela pop-up :guilabel:`Criar seções perguntas`, comece digitando a " +"pergunta no campo :guilabel:`Pergunta`, localizado na parte superior da " +"janela pop-up." + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" +"Em seguida, escolha o :guilabel:`Tipo de pergunta` desejado. Ao selecionar " +"um :guilabel:`tipo`, há uma visualização de cada :guilabel:`Tipo de " +"pergunta` à direita do campo." + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "Escolha entre os seguintes :guilabel:`Tipos de perguntas`:" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" +":guilabel:`Múltipla escolha: apenas uma resposta`: uma pergunta de múltipla " +"escolha, em que apenas uma resposta é permitida." + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" +":guilabel:`Múltipla escolha: múltiplas respostas permitidas`: uma pergunta " +"de múltipla escolha, em que mais de uma resposta é permitida." + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" +":guilabel:`Caixa de texto de várias linhas`: uma pergunta aberta, na qual os" +" participantes podem digitar uma resposta de várias linhas." + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" +":guilabel:`Caixa de texto de linha única`: uma pergunta aberta, na qual os " +"participantes podem digitar uma única linha de resposta." + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" +":guilabel:`Valor numérico`: uma pergunta baseada em números, na qual os " +"participantes devem inserir um número como resposta." + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" +":guilabel:`Data`: uma pergunta baseada em data, na qual os participantes " +"devem inserir uma data (ano-mês-dia) como resposta." + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" +":guilabel:`Data e hora`: uma pergunta baseada em data, na qual os " +"participantes devem inserir uma data *e* hora (ano-mês-dia, hora-minuto-" +"segundo) como resposta." + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" +":guilabel:`Matriz`: uma pergunta múltipla, de múltipla escolha, em um layout" +" de tabela/gráfico, em que são apresentadas aos participantes diferentes " +"perguntas em cada linha e diferentes opções de resposta em cada coluna." + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" +"Diferentes recursos aparecem nas abas :guilabel:`Respostas` e " +":guilabel:`Opções`, dependendo do :guilabel:`Tipo de pergunta` escolhido." + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" +"No entanto, a aba :guilabel:`Descrição` **sempre** permanece a mesma, " +"independentemente do tipo de pergunta escolhido." + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" +"Depois que um :guilabel:`Tipo de pergunta` é selecionado, há três abas cujas" +" as informações podem ser personalizadas. Elas incluem a aba " +":guilabel:`Respostas` (se aplicável ao :guilabel:`Tipo de pergunta` " +"escolhido), a aba :guilabel:`Descrição` e a aba :guilabel:`Opções`." + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" +"Cada aba oferece uma variedade de recursos diferentes, dependendo de qual " +":guilabel:`Tipo de pergunta` foi escolhido." + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "Aba Respostas" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" +"A aba :guilabel:`Respostas` **somente** aparecerá se o :guilabel:`Tipo de " +"pergunta` selecionado oferecer opções de resposta ao participante." + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" +"No entanto, se for necessária uma resposta personalizada para responder ao " +":guilabel:`Tipo de pergunta` selecionado, como uma :guilabel:`Caixa de texto" +" de várias linhas`, por exemplo, ou se a resposta do :guilabel:`Tipo de " +"pergunta` for um número, data ou data e hora, a aba :guilabel:`Respostas` " +"desaparecerá completamente." + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" +"Se a :guilabel:`Caixa de texto de linha única` for selecionada como o " +":guilabel:`Tipo de pergunta`, a aba :guilabel:`Respostas` permanecerá, " +"embora ofereça apenas duas opções nas caixas de seleção: :guilabel:`A " +"entrada deve ser um e-mail` e :guilabel:`Salvar como apelido do usuário`." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" +"A aba de respostas do tipo de pergunta Caixa de texto de linha única no Odoo" +" Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" +"Se a opção :guilabel:`A entrada deve ser um e-mail` estiver ativada, será " +"exibido um novo campo, :guilabel:`Salvar como e-mail do usuário`. Se essa " +"caixa estiver marcada, o Odoo salvará a resposta do participante nessa " +"pergunta específica como seu endereço de e-mail." + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" +"Se a opção :guilabel:`Salvar como apelido do usuário` estiver ativada, o " +"Odoo salvará a resposta do participante como seu apelido." + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" +"Em todas as outras opções aplicáveis do :guilabel:`Tipo de pergunta` que " +"fornecem opções de resposta ao participante, a aba :guilabel:`Respostas` " +"aparece da mesma forma." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" +"A aba de resposta com opção de resposta de múltipla escolha selecionada no " +"Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" +"A partir daí, os usuários podem adicionar opções de resposta clicando em " +":guilabel:`Adicionar uma linha` e digitando as várias opções de resposta " +"para essa pergunta. Em seguida, pressione :kbd:`Enter` para bloquear essa " +"opção de resposta e adicionar outra imediatamente, ou clique fora da caixa " +"para simplesmente bloquear essa opção de resposta." + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" +"As opções de resposta inseridas aparecem na coluna :guilabel:`Escolhas` da " +"aba :guilabel:`Respostas`." + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" +"Se alguma opção de *Pontuação* estiver ativada na aba :guilabel:`Opções` do " +"formulário de pesquisas, as colunas :guilabel:`Correto` e " +":guilabel:`Pontuação` aparecerão à direita da coluna :guilabel:`Escolhas`." + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" +"Para marcar uma opção de resposta como correta, marque a caixa abaixo da " +"coluna :guilabel:`Correto` da respectiva pergunta. Se :guilabel:`Multiple " +"choice: multiple answers allowed` estiver definido como o :guilabel:`Tipo da" +" pergunta`, será possível marcar várias respostas como :guilabel:`Corretas` " +"na coluna :guilabel:`Escolhas`." + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" +"Na coluna :guilabel:`Pontuação`, indique quantos pontos (se houver) devem " +"ser concedidos ao participante por ele ter dado aquela resposta específica. " +"É possível inserir um valor negativo como :guilabel:`Pontuação` para retirar" +" pontos de uma resposta incorreta." + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" +"A opção de carregar uma imagem para acompanhar as opções de resposta está " +"disponível na linha da pergunta, abaixo da coluna :guilabel:`Imagem`; clique" +" em :guilabel:`Carregar seu arquivo` e escolha a imagem desejada." + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" +"Para excluir qualquer opção de resposta, clique no ícone :guilabel:`🗑️ " +"(lixeira)` na extremidade direita da linha da pergunta." + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" +"Uma exceção é quando a opção :guilabel:`Matriz` está selecionada como " +":guilabel:`Tipo de pergunta`. Se essa opção for escolhida, a aba " +":guilabel:`Respostas` permanecerá, mas abaixo da seção :guilabel:`Escolhas`," +" haverá uma seção :guilabel:`Linhas`. Isso ocorre porque a opção " +":guilabel:`Matriz` fornece uma tabela para os participantes preencherem com " +"as respostas." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" +"A aba de resposta com o tipo de pergunta Matriz selecionado no Odoo " +"Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" +"A aba :guilabel:`Descrição` da janela pop-up :guilabel:`Criar seções e " +"perguntas` é usada para fornecer qualquer tipo de diretrizes, instruções ou " +"qualquer outro tipo de material suplementar considerado necessário para " +"ajudar os participantes a responder/entender a pergunta." + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "A descrição **não** é obrigatória." + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" +"Na aba :guilabel:`Opções` da janela pop-up :guilabel:`Criar seções e " +"perguntas`, há quatro seções disponíveis: :guilabel:`Respostas`, " +":guilabel:`Restrições`, :guilabel:`Exibição condicional` e " +":guilabel:`Sessões ao vivo`." + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "Seção Respostas" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" +"Os campos da seção :guilabel:`Respostas` na aba :guilabel:`Opções` da janela" +" pop-up :guilabel:`Criar seções e perguntas` são variáveis e dependem do " +":guilabel:`Tipo de pergunda` selecionado e das :guilabel:`Opções` gerais " +"configuradas no formulário de pesquisa." + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "Tipos de perguntas de múltipla escolha" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" +"Se o :guilabel:`Tipo de pergunta` selecionado for :guilabel:`Múltipla " +"escolha: apenas uma resposta` ou :guilabel:`Múltipla escolha: múltiplas " +"respostas permitidas`, haverá a opção :guilabel:`Mostrar campo de " +"comentários` presente na seção :guilabel:`Respostas`." + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" +"Quando ativada, dois campos adicionais são exibidos: :guilabel:`Mensagem do " +"comentário` e :guilabel:`Comentários são respostas`." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" +"A seção de respostas da aba de opções com um tipo de pergunta de múltipla " +"escolha selecionado." + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" +"No campo :guilabel:`Mensagem do comentário`, digite uma mensagem de " +"orientação para ajudar os participantes a saber o que se espera deles (por " +"exemplo, `Outro: especifique`)." + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" +"Se a opção :guilabel:`Comentários são respostas` estiver ativada, o Odoo " +"considerará o texto do comentário do participante como uma resposta, e não " +"apenas um comentário sobre a pergunta. Isso funciona melhor em pesquisas em " +"que não há opção de pontuação ativada." + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "Tipo de pergunta Caixa de texto de várias linhas" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" +"Se o :guilabel:`Tipo de pergunta` selecionado for :guilabel:`Caixa de texto " +"de várias linhas`, um campo :guilabel:`Marcador de posição` será exibido na " +"seção :guilabel:`Respostas` da aba :guilabel:`Opções`." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" +"O campo de marcador de posição quando é selecionada a opção de caixa de " +"texto de várias linhas no Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" +"No campo :guilabel:`Marcador de posição`, digite uma orientação para ajudar " +"os participantes a saberem o que devem escrever na :guilabel:`Caixa de texto" +" de várias linhas`." + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" +"Tipos de pergunta Caixa de texto de linha única, Valor numérico, Data e Data" +" e hora" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" +"Se o :guilabel:`Tipo de pergunta` selecionado for :guilabel:`Caixa de texto " +"de linha única, :guilabel:`Valor numérico`, :guilabel:`Data` ou " +":guilabel:`Data e hora`, duas opções aparecerão na seção " +":guilabel:`Respostas` da aba :guilabel:`Opções`: :guilabel:`Validar entrada`" +" e :guilabel:`Marcador de posição`." + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" +"Se a opção :guilabel:`Validar entrada` estiver ativada, dois campos " +"adicionais serão exibidos abaixo: :guilabel:`Limites mín/máx` e " +":guilabel:`Erro de validação`." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" +"A seção de respostas da aba de opções quando é selecionado o tipo de " +"pergunta de caixa de texto de linha única." + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" +"No campo :guilabel:`Limites mín/máx`, indique as quantidades mínima e máxima" +" permitidas para essa pergunta específica." + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" +"No campo :guilabel:`Erro de validação`, digite uma mensagem personalizada " +"que será exibida pelo Odoo quando uma resposta não for válida." + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "Seção Restrições" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" +"A seção :guilabel:`Restrições` na aba :guilabel:`Opções` é a mesma, " +"independentemente do :guilabel:`Tipo de pergunta` selecionado." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "A seção Restrições na aba de opções do Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" +"Na seção :guilabel:`Restrições`, há uma opção disponível: " +":guilabel:`Resposta obrigatória`." + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" +"Quando :guilabel:`Resposta obrigatória` está ativado, isso significa que " +"aquela pergunta específica exige uma resposta do participante antes que seja" +" possível continuar. Além disso, quando :guilabel:`Resposta obrigatória` " +"está ativado, um campo adicional é revelado: :guilabel:`Mensagem de erro`." + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" +"No campo :guilabel:`Mensagem de erro`, digite uma mensagem de erro " +"personalizada solicitando que o participante forneça uma resposta para a " +"pergunta." + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "Seção Exibição condicional" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" +":guilabel:`Exibição condicional` significa que a pergunta **somente** será " +"exibida se uma resposta condicional especificada (ou seja, " +":guilabel:`Respostas de acionamento`) tiver sido selecionada em uma pergunta" +" anterior." + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" +"A seção :guilabel:`Exibição condicional` da aba :guilabel:`Opções` **não** " +"fica disponível quando as perguntas são escolhidas aleatoriamente." + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" +"Há apenas um campo na seção :guilabel:`Exibição condicional`: " +":guilabel:`Respostas de acionamento`." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" +"A seção Exibição condicional da aba de opções no aplicativo Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" +"No campo :guilabel:`Respostas de acionamento`, selecione as respostas " +"específicas das perguntas anteriores que acionariam esta pergunta. Mais de " +"uma resposta pode ser selecionada. Deixe o campo vazio se a pergunta sempre " +"tiver que ser exibida." + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "Seção Sessões ao vivo" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" +"A opção na seção :guilabel:`Sessões ao vivo` da aba :guilabel:`Opções` é " +"**somente** suportada por pesquisas de *Sessão ao vivo*." + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" +"Há apenas uma opção disponível na seção :guilabel:`Sessões ao vivo`: " +":guilabel:`Limite de tempo das perguntas`." + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "A seção Sessões ao vivo da ava Opção no aplicativo Odoo Pesquisas." + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" +"Quando a opção :guilabel:`Limite de tempo das perguntas` estiver ativada, " +"indique quanto tempo (em :guilabel:`segundos`) os participantes têm para " +"responder à pergunta durante uma pesquisa de *Sessão ao vivo*." + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "Pontuação de pesquisas" @@ -15549,755 +16274,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "Exemplo de medalha na parte de eLearning do site." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "Criar perguntas" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" -"No Odoo *Pesquisas*, projetar e personalizar perguntas de pesquisa é crucial" -" para :doc:`criar e personalizar pesquisas <../surveys/create>`." - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" -"Felizmente, o Odoo oferece várias maneiras de configurar perguntas " -"personalizadas em qualquer tipo de pesquisa." - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" -"Para acessar uma lista de *todas* as perguntas que foram criadas na base de " -"dados, navegue até :menuselection:`app Pesquisas --> Perguntas e Respostas " -"--> Perguntas`. Ali, os usuários podem visualizar e modificar qualquer " -"pergunta de qualquer questionário." - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" -"No entanto, há apenas um lugar no aplicativo Odoo *Pesquisas* onde é " -"possível criar perguntas. Para fazer isso, navegue até um formulário de " -"pesquisa, indo até :menuselection:`app Pesquisas --> Novo`, ou selecionando " -"qualquer pesquisa pré-existente na página :guilabel:`Pesquisas` " -"(:menuselection:`app Pesquisas --> Pesquisas`)." - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" -"No formulário de pesquisa, os usuários podem visualizar, acessar, adicionar " -"e/ou excluir perguntas (e seções) na aba :guilabel:`Perguntas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" -"Para revelar a coluna :guilabel:`Resposta obrigatória` na aba " -":guilabel:`Perguntas`, que indica se as perguntas exigem uma resposta " -"obrigatória ou não, clique no ícone :guilabel:`(colunas opcionais)` " -"localizado na extremidade direita dos títulos das colunas." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" -"O menu suspenso do controle deslizante que mostra a opção Resposta " -"obrigatória no Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "Criar seções" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" -"Em seguida, arraste e solte as perguntas desejadas abaixo de uma seção ou " -"arraste e solte um título de seção acima (ou seja, *antes*) da(s) " -"pergunta(s) desejadas, para preencher a seção com questões específicas que " -"se enquadrem no tema da seção." - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" -"Para criar perguntas para a pesquisa, clique em :guilabel:`Adicionar uma " -"pergunta` na aba :guilabel:`Perguntas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" -"Clicar em :guilabel:`Adicionar uma questão` abre a janela pop-up " -":guilabel:`Criar seções e perguntas`, na qual uma pergunta de pesquisa pode " -"ser criada." - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" -"Quando todas as configurações desejadas estiverem concluídas, clique em " -":guilabel:`Salvar e Fechar` para salvar a pergunta e retornar ao formulário " -"de pesquisa, ou em :guilabel:`Salvar e Novo` para salvar a pergunta e criar " -"uma nova imediatamente em uma nova janela pop-up :guilabel:`Criar seções e " -"Perguntas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" -"Clique em :guilabel:`Descartar` para descartar a pergunta completamente." - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "Janela pop-up Criar seções e perguntas" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "O formulário pop-up Criar seções e perguntas no Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" -"Na janela pop-up :guilabel:`Criar seções perguntas`, comece digitando a " -"pergunta no campo :guilabel:`Pergunta`, localizado na parte superior da " -"janela pop-up." - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" -"Em seguida, escolha o :guilabel:`Tipo de pergunta` desejado. Ao selecionar " -"um :guilabel:`tipo`, há uma visualização de cada :guilabel:`Tipo de " -"pergunta` à direita do campo." - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "Escolha entre os seguintes :guilabel:`Tipos de perguntas`:" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" -":guilabel:`Múltipla escolha: apenas uma resposta`: uma pergunta de múltipla " -"escolha, em que apenas uma resposta é permitida." - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" -":guilabel:`Múltipla escolha: múltiplas respostas permitidas`: uma pergunta " -"de múltipla escolha, em que mais de uma resposta é permitida." - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" -":guilabel:`Caixa de texto de várias linhas`: uma pergunta aberta, na qual os" -" participantes podem digitar uma resposta de várias linhas." - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" -":guilabel:`Caixa de texto de linha única`: uma pergunta aberta, na qual os " -"participantes podem digitar uma única linha de resposta." - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" -":guilabel:`Valor numérico`: uma pergunta baseada em números, na qual os " -"participantes devem inserir um número como resposta." - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" -":guilabel:`Data`: uma pergunta baseada em data, na qual os participantes " -"devem inserir uma data (ano-mês-dia) como resposta." - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" -":guilabel:`Data e hora`: uma pergunta baseada em data, na qual os " -"participantes devem inserir uma data *e* hora (ano-mês-dia, hora-minuto-" -"segundo) como resposta." - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" -":guilabel:`Matriz`: uma pergunta múltipla, de múltipla escolha, em um layout" -" de tabela/gráfico, em que são apresentadas aos participantes diferentes " -"perguntas em cada linha e diferentes opções de resposta em cada coluna." - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" -"Diferentes recursos aparecem nas abas :guilabel:`Respostas` e " -":guilabel:`Opções`, dependendo do :guilabel:`Tipo de pergunta` escolhido." - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" -"No entanto, a aba :guilabel:`Descrição` **sempre** permanece a mesma, " -"independentemente do tipo de pergunta escolhido." - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" -"Depois que um :guilabel:`Tipo de pergunta` é selecionado, há três abas cujas" -" as informações podem ser personalizadas. Elas incluem a aba " -":guilabel:`Respostas` (se aplicável ao :guilabel:`Tipo de pergunta` " -"escolhido), a aba :guilabel:`Descrição` e a aba :guilabel:`Opções`." - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" -"Cada aba oferece uma variedade de recursos diferentes, dependendo de qual " -":guilabel:`Tipo de pergunta` foi escolhido." - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "Aba Respostas" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" -"A aba :guilabel:`Respostas` **somente** aparecerá se o :guilabel:`Tipo de " -"pergunta` selecionado oferecer opções de resposta ao participante." - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" -"No entanto, se for necessária uma resposta personalizada para responder ao " -":guilabel:`Tipo de pergunta` selecionado, como uma :guilabel:`Caixa de texto" -" de várias linhas`, por exemplo, ou se a resposta do :guilabel:`Tipo de " -"pergunta` for um número, data ou data e hora, a aba :guilabel:`Respostas` " -"desaparecerá completamente." - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" -"Se a :guilabel:`Caixa de texto de linha única` for selecionada como o " -":guilabel:`Tipo de pergunta`, a aba :guilabel:`Respostas` permanecerá, " -"embora ofereça apenas duas opções nas caixas de seleção: :guilabel:`A " -"entrada deve ser um e-mail` e :guilabel:`Salvar como apelido do usuário`." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" -"A aba de respostas do tipo de pergunta Caixa de texto de linha única no Odoo" -" Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" -"Se a opção :guilabel:`A entrada deve ser um e-mail` estiver ativada, será " -"exibido um novo campo, :guilabel:`Salvar como e-mail do usuário`. Se essa " -"caixa estiver marcada, o Odoo salvará a resposta do participante nessa " -"pergunta específica como seu endereço de e-mail." - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" -"Se a opção :guilabel:`Salvar como apelido do usuário` estiver ativada, o " -"Odoo salvará a resposta do participante como seu apelido." - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" -"Em todas as outras opções aplicáveis do :guilabel:`Tipo de pergunta` que " -"fornecem opções de resposta ao participante, a aba :guilabel:`Respostas` " -"aparece da mesma forma." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" -"A aba de resposta com opção de resposta de múltipla escolha selecionada no " -"Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" -"A partir daí, os usuários podem adicionar opções de resposta clicando em " -":guilabel:`Adicionar uma linha` e digitando as várias opções de resposta " -"para essa pergunta. Em seguida, pressione :kbd:`Enter` para bloquear essa " -"opção de resposta e adicionar outra imediatamente, ou clique fora da caixa " -"para simplesmente bloquear essa opção de resposta." - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" -"As opções de resposta inseridas aparecem na coluna :guilabel:`Escolhas` da " -"aba :guilabel:`Respostas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" -"Se alguma opção de *Pontuação* estiver ativada na aba :guilabel:`Opções` do " -"formulário de pesquisas, as colunas :guilabel:`Correto` e " -":guilabel:`Pontuação` aparecerão à direita da coluna :guilabel:`Escolhas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" -"Para marcar uma opção de resposta como correta, marque a caixa abaixo da " -"coluna :guilabel:`Correto` da respectiva pergunta. Se :guilabel:`Multiple " -"choice: multiple answers allowed` estiver definido como o :guilabel:`Tipo da" -" pergunta`, será possível marcar várias respostas como :guilabel:`Corretas` " -"na coluna :guilabel:`Escolhas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" -"Na coluna :guilabel:`Pontuação`, indique quantos pontos (se houver) devem " -"ser concedidos ao participante por ele ter dado aquela resposta específica. " -"É possível inserir um valor negativo como :guilabel:`Pontuação` para retirar" -" pontos de uma resposta incorreta." - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" -"A opção de carregar uma imagem para acompanhar as opções de resposta está " -"disponível na linha da pergunta, abaixo da coluna :guilabel:`Imagem`; clique" -" em :guilabel:`Carregar seu arquivo` e escolha a imagem desejada." - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" -"Para excluir qualquer opção de resposta, clique no ícone :guilabel:`🗑️ " -"(lixeira)` na extremidade direita da linha da pergunta." - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" -"Uma exceção é quando a opção :guilabel:`Matriz` está selecionada como " -":guilabel:`Tipo de pergunta`. Se essa opção for escolhida, a aba " -":guilabel:`Respostas` permanecerá, mas abaixo da seção :guilabel:`Escolhas`," -" haverá uma seção :guilabel:`Linhas`. Isso ocorre porque a opção " -":guilabel:`Matriz` fornece uma tabela para os participantes preencherem com " -"as respostas." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" -"A aba de resposta com o tipo de pergunta Matriz selecionado no Odoo " -"Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" -"A aba :guilabel:`Descrição` da janela pop-up :guilabel:`Criar seções e " -"perguntas` é usada para fornecer qualquer tipo de diretrizes, instruções ou " -"qualquer outro tipo de material suplementar considerado necessário para " -"ajudar os participantes a responder/entender a pergunta." - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "A descrição **não** é obrigatória." - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" -"Na aba :guilabel:`Opções` da janela pop-up :guilabel:`Criar seções e " -"perguntas`, há quatro seções disponíveis: :guilabel:`Respostas`, " -":guilabel:`Restrições`, :guilabel:`Exibição condicional` e " -":guilabel:`Sessões ao vivo`." - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "Seção Respostas" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" -"Os campos da seção :guilabel:`Respostas` na aba :guilabel:`Opções` da janela" -" pop-up :guilabel:`Criar seções e perguntas` são variáveis e dependem do " -":guilabel:`Tipo de pergunda` selecionado e das :guilabel:`Opções` gerais " -"configuradas no formulário de pesquisa." - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "Tipos de perguntas de múltipla escolha" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" -"Se o :guilabel:`Tipo de pergunta` selecionado for :guilabel:`Múltipla " -"escolha: apenas uma resposta` ou :guilabel:`Múltipla escolha: múltiplas " -"respostas permitidas`, haverá a opção :guilabel:`Mostrar campo de " -"comentários` presente na seção :guilabel:`Respostas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" -"Quando ativada, dois campos adicionais são exibidos: :guilabel:`Mensagem do " -"comentário` e :guilabel:`Comentários são respostas`." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" -"A seção de respostas da aba de opções com um tipo de pergunta de múltipla " -"escolha selecionado." - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" -"No campo :guilabel:`Mensagem do comentário`, digite uma mensagem de " -"orientação para ajudar os participantes a saber o que se espera deles (por " -"exemplo, `Outro: especifique`)." - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" -"Se a opção :guilabel:`Comentários são respostas` estiver ativada, o Odoo " -"considerará o texto do comentário do participante como uma resposta, e não " -"apenas um comentário sobre a pergunta. Isso funciona melhor em pesquisas em " -"que não há opção de pontuação ativada." - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "Tipo de pergunta Caixa de texto de várias linhas" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" -"Se o :guilabel:`Tipo de pergunta` selecionado for :guilabel:`Caixa de texto " -"de várias linhas`, um campo :guilabel:`Marcador de posição` será exibido na " -"seção :guilabel:`Respostas` da aba :guilabel:`Opções`." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" -"O campo de marcador de posição quando é selecionada a opção de caixa de " -"texto de várias linhas no Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" -"No campo :guilabel:`Marcador de posição`, digite uma orientação para ajudar " -"os participantes a saberem o que devem escrever na :guilabel:`Caixa de texto" -" de várias linhas`." - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" -"Tipos de pergunta Caixa de texto de linha única, Valor numérico, Data e Data" -" e hora" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" -"Se o :guilabel:`Tipo de pergunta` selecionado for :guilabel:`Caixa de texto " -"de linha única, :guilabel:`Valor numérico`, :guilabel:`Data` ou " -":guilabel:`Data e hora`, duas opções aparecerão na seção " -":guilabel:`Respostas` da aba :guilabel:`Opções`: :guilabel:`Validar entrada`" -" e :guilabel:`Marcador de posição`." - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" -"Se a opção :guilabel:`Validar entrada` estiver ativada, dois campos " -"adicionais serão exibidos abaixo: :guilabel:`Limites mín/máx` e " -":guilabel:`Erro de validação`." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" -"A seção de respostas da aba de opções quando é selecionado o tipo de " -"pergunta de caixa de texto de linha única." - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" -"No campo :guilabel:`Limites mín/máx`, indique as quantidades mínima e máxima" -" permitidas para essa pergunta específica." - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" -"No campo :guilabel:`Erro de validação`, digite uma mensagem personalizada " -"que será exibida pelo Odoo quando uma resposta não for válida." - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "Seção Restrições" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" -"A seção :guilabel:`Restrições` na aba :guilabel:`Opções` é a mesma, " -"independentemente do :guilabel:`Tipo de pergunta` selecionado." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "A seção Restrições na aba de opções do Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" -"Na seção :guilabel:`Restrições`, há uma opção disponível: " -":guilabel:`Resposta obrigatória`." - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" -"Quando :guilabel:`Resposta obrigatória` está ativado, isso significa que " -"aquela pergunta específica exige uma resposta do participante antes que seja" -" possível continuar. Além disso, quando :guilabel:`Resposta obrigatória` " -"está ativado, um campo adicional é revelado: :guilabel:`Mensagem de erro`." - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" -"No campo :guilabel:`Mensagem de erro`, digite uma mensagem de erro " -"personalizada solicitando que o participante forneça uma resposta para a " -"pergunta." - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "Seção Exibição condicional" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" -":guilabel:`Exibição condicional` significa que a pergunta **somente** será " -"exibida se uma resposta condicional especificada (ou seja, " -":guilabel:`Respostas de acionamento`) tiver sido selecionada em uma pergunta" -" anterior." - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" -"A seção :guilabel:`Exibição condicional` da aba :guilabel:`Opções` **não** " -"fica disponível quando as perguntas são escolhidas aleatoriamente." - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" -"Há apenas um campo na seção :guilabel:`Exibição condicional`: " -":guilabel:`Respostas de acionamento`." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" -"A seção Exibição condicional da aba de opções no aplicativo Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" -"No campo :guilabel:`Respostas de acionamento`, selecione as respostas " -"específicas das perguntas anteriores que acionariam esta pergunta. Mais de " -"uma resposta pode ser selecionada. Deixe o campo vazio se a pergunta sempre " -"tiver que ser exibida." - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "Seção Sessões ao vivo" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" -"A opção na seção :guilabel:`Sessões ao vivo` da aba :guilabel:`Opções` é " -"**somente** suportada por pesquisas de *Sessão ao vivo*." - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" -"Há apenas uma opção disponível na seção :guilabel:`Sessões ao vivo`: " -":guilabel:`Limite de tempo das perguntas`." - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "A seção Sessões ao vivo da ava Opção no aplicativo Odoo Pesquisas." - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" -"Quando a opção :guilabel:`Limite de tempo das perguntas` estiver ativada, " -"indique quanto tempo (em :guilabel:`segundos`) os participantes têm para " -"responder à pergunta durante uma pesquisa de *Sessão ao vivo*." diff --git a/locale/ro/LC_MESSAGES/administration.po b/locale/ro/LC_MESSAGES/administration.po index b699d4115..46762c350 100644 --- a/locale/ro/LC_MESSAGES/administration.po +++ b/locale/ro/LC_MESSAGES/administration.po @@ -19,7 +19,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Larisa_nexterp, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -641,8 +641,8 @@ msgid "Deactivated features" msgstr "Funcții dezactivate" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "Iată o listă neexhaustivă a parametrilor dezactivați:" +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -672,7 +672,11 @@ msgstr "metode de livrare" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr ":abbr:`jetoane IAP (Achiziție în aplicație)`" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -5005,7 +5009,6 @@ msgstr "Admin" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8976,14 +8979,7 @@ msgstr "Octombrie 2026 (planificat)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "August 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -9001,6 +8997,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "August 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Iunie 2023" diff --git a/locale/ro/LC_MESSAGES/essentials.po b/locale/ro/LC_MESSAGES/essentials.po index 8899e7296..9d7b2210e 100644 --- a/locale/ro/LC_MESSAGES/essentials.po +++ b/locale/ro/LC_MESSAGES/essentials.po @@ -7,18 +7,18 @@ # Foldi Robert , 2024 # Emanuel Bruda, 2024 # Cozmin Candea , 2024 +# Larisa_nexterp, 2024 # Martin Trigaux, 2024 # Dorin Hongu , 2024 -# Larisa_nexterp, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Larisa_nexterp, 2024\n" +"Last-Translator: Dorin Hongu , 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -34,74 +34,57 @@ msgstr "Elemente esențiale Odoo" msgid "Activities" msgstr "Activități" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" "*Activitățile* sunt sarcini ulterioare legate de o înregistrare dintr-o bază" " de date Odoo." -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" -"Pictograma folosită pentru afișarea activităților variază în funcție de " -":ref:`tipul de activitate `:" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" -":guilabel:`🕘 (ceas)`: pictograma implicită, care apare dacă nu este " -"programat nimic." - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" -":guilabel:`📞 (telefon)`: această pictogramă apare dacă este programat un " -"apel telefonic." - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." -msgstr "" -":guilabel:`✉️ (plic)`: această pictogramă apare dacă este programat un " -"e-mail." #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" -":guilabel:`✔️ (bifă)`: această pictogramă apare dacă este programată o " -"treabă de făcut." #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" -":guilabel:`(grup de persoane)`: această pictogramă apare dacă este " -"programată o întâlnire." #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" -":guilabel:`(săgeata îndreptată în sus deasupra unei linii)`: această " -"pictogramă apare dacă un document este programat să fie încărcat." #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -":guilabel:`(creion într-o cutie)`: această pictogramă apare dacă este " -"programată o cerere de semnătură." -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Programează activități" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -113,15 +96,15 @@ msgstr "" "`, :ref:`vizualizare listă `, sau " ":ref:`activities view ` a unei aplicații." -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "Activitățile pot fi create din chatter pe orice înregistrare." -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -137,32 +120,24 @@ msgstr "" msgid "New activity type form." msgstr "Formular de tip nou de activitate." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Vizualizare Kanban" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -"Un alt mod în care sunt create activitățile este din vizualizarea Kanban " -"dintr-o aplicație." -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." -msgstr "Pictograma Kanban din meniul de sus, evidențiată." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." +msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" -"Pentru a face acest lucru, faceți clic pe pictograma :guilabel:`🕘 (ceas)` " -"situată în partea de jos a unei înregistrări individuale." - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -175,78 +150,63 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "Vedere Kanban a conductei CRM și opțiunea de a programa o activitate." -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -"Dacă o înregistrare are deja o activitate programată, pictograma " -":guilabel:`🕘 (ceas)` este înlocuită cu pictograma care reprezintă " -"activitatea programată existentă. Faceți clic pe pictograma tipului de " -"activitate pentru a programa o altă activitate." -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Vizualizare Listă" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." -msgstr "Activitățile pot fi create și dintr-o vizualizare listă." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." +msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" -"Dacă coloana :guilabel:`Activități` este ascunsă, dezvăluie-o folosind " -"pictograma :guilabel:`(alternare opțiuni suplimentare)` din extrema dreaptă " -"a rândului de sus, reprezentată de două linii orizontale cu două puncte." - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." -msgstr "" -"Apoi, faceți clic pe pictograma :guilabel:`🕘 (ceas)` pentru înregistrarea în" -" care se adaugă activitatea, apoi faceți clic pe :guilabel:`+ Programați o " -"activitate`. Treceți la :ref:`completați formularul de programare a " -"activității ` care apare." #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" "Vizualizare listă a conductei CRM și opțiunea de a programa o activitate." -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Vizualizare activitate" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -"Majoritatea aplicațiilor din Odoo au o vizualizare *Activitate* disponibilă." -" Dacă este disponibilă, o pictogramă de activitate :guilabel:`🕘 (ceas)` este" -" vizibilă în partea din dreapta sus a barei de meniu principal." -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" -"Pentru a deschide vizualizarea activității, faceți clic pe pictograma de " -"activitate :guilabel:`🕘 (ceas)`." #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "Meniul din dreapta sus cu pictograma Activități denumită." -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." @@ -255,7 +215,7 @@ msgstr "" "coloane, în timp ce intrările orizontale reprezintă toate înregistrările " "individuale." -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." @@ -264,7 +224,7 @@ msgstr "" "care apar portocalii sunt scadente astăzi, în timp ce activitățile care apar" " în roșu sunt restante." -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " @@ -274,7 +234,7 @@ msgstr "" " tipuri de activitate și afișează un număr care indică câte activități sunt " "programate pentru acel tip." -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." @@ -282,26 +242,18 @@ msgstr "" "Dacă sunt programate mai multe tipuri de activități pentru o înregistrare, " "în casetă apare un număr care indică numărul total de activități programate." -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"Culorile activității și relația lor cu data limită a unei activități sunt " -"consecvente în întregul Odoo, indiferent de tipul de activitate sau de " -"vizualizare." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" -"Pentru a programa o activitate pentru o înregistrare, plasați cursorul pe " -"câmpul corespunzător și apare :guilabel:`➕ (semnul plus)`. Faceți clic pe " -":guilabel:`➕ (semnul plus)`, apoi :ref:`completați formularul de programare " -"a activității `." #: ../../content/applications/essentials/activities.rst-1 msgid "" @@ -310,11 +262,11 @@ msgstr "" "Vizualizare activitate a conductei CRM și opțiunea de a programa o " "activitate." -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "Formular de programare a activității" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -328,12 +280,12 @@ msgstr "" ":ref:`vizualizarea Kanban `, :ref:`vizualizare listă " "` sau :ref:`vizualizare activitate `." -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "Introduceți următoarele informații în formular:" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -345,19 +297,7 @@ msgstr "" ":guilabel:`Întâlnire` sau :guilabel:`To-Do`. În funcție de ce alte aplicații" " sunt instalate, pot fi disponibile opțiuni suplimentare." -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" -"Aplicațiile individuale au o listă de :ref:`tipuri de activități " -"` dedicate. De exemplu, instalarea aplicației *Sales* " -"face disponibilă :guilabel:`Order Upsell`, în timp ce instalarea aplicației " -"*Sign* face disponibilă :guilabel:`Request Signature`." - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." @@ -365,7 +305,7 @@ msgstr "" ":guilabel:`Rezumat`: introduceți un titlu scurt pentru activitate, cum ar fi" " `Discutați propunerea`." -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." @@ -373,7 +313,7 @@ msgstr "" ":guilabel:`Data scadentă`: folosind popover-ul calendarului, selectați " "termenul limită al activității." -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " @@ -383,7 +323,7 @@ msgstr "" "acest câmp. Pentru a atribui un alt utilizator activității, selectați-l din " "meniul derulant." -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." @@ -391,7 +331,7 @@ msgstr "" ":guilabel:`Note`: adăugați orice informații suplimentare pentru activitatea " "din acest câmp." -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" @@ -399,7 +339,7 @@ msgstr "" "Când fereastra pop-up :guilabel:`Planificați activitate` este finalizată, " "faceți clic pe unul dintre următoarele butoane:" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." @@ -407,7 +347,7 @@ msgstr "" ":guilabel:`Open Calendar`: deschide calendarul utilizatorului pentru a " "adăuga și a programa activitatea." -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" @@ -417,7 +357,7 @@ msgstr "" "pop-up :guilabel:`Eveniment nou`. Rezumatul din fereastra pop-up *Programare" " activitate* populează câmpul :guilabel:`Titlu`." -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " @@ -428,7 +368,7 @@ msgstr "" "programată, activitatea este adăugată la chatter în secțiunea " ":guilabel:`Activități planificate`." -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " @@ -439,7 +379,7 @@ msgstr "" "programată, activitatea este adăugată la chatter în secțiunea " ":guilabel:`Activități planificate`." -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." @@ -447,7 +387,7 @@ msgstr "" ":guilabel:`Schedule`: programează activitatea și adaugă activitatea la " "chatter sub :guilabel:`Activități planificate`." -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " @@ -457,7 +397,7 @@ msgstr "" "la chatter sub :guilabel:`Astăzi`. Activitatea nu este programată și este " "marcată automat ca finalizată." -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -469,7 +409,7 @@ msgstr "" " ca finalizată și apare o nouă fereastră pop-up :guilabel:`Schedule " "Activity`." -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -483,28 +423,23 @@ msgstr "" "Vizualizarea clienților potențiali CRM și opțiunea de a programa o " "activitate." -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "Toate activitățile programate" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -"Pentru a vizualiza o listă consolidată de activități, organizate pe " -"aplicații, faceți clic pe pictograma :guilabel:`🕘 (ceas)` din meniul antet, " -"aflat în dreapta sus." -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -"Dacă sunt programate activități, numărul de activități apare într-un balon " -"roșu pe pictograma :guilabel:`🕘 (ceas)`." -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -518,7 +453,7 @@ msgstr "" ":guilabel:`Late`, scadente :guilabel:`Azi` și programate în " ":guilabel:`Viitor`." -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " @@ -528,7 +463,7 @@ msgstr "" "tabloul de bord pentru solicitări *All Time Off* și șase activități sunt " "programate să fie efectuate în tabloul de bord *Alocations*." -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -545,11 +480,11 @@ msgstr "" "Lista activităților care este accesată din bara de meniu principală. Două intrări pentru Timp\n" "Aplicația dezactivată sunt evidențiate." -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "Solicitați un document" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -562,13 +497,13 @@ msgstr "" ":guilabel:`Solicitați un document` și va apărea o fereastră pop-up " ":guilabel:`Solicitați un fișier`." -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" ":guilabel:`Nume document`: introduceți un nume pentru documentul solicitat." -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." @@ -576,7 +511,7 @@ msgstr "" ":guilabel:`Solicitare către`: selectați utilizatorul căruia i se solicită " "documentul utilizând meniul derulant." -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -591,7 +526,7 @@ msgstr "" "listă. Opțiunile sunt :guilabel:`Zile`, :guilabel:`Săptămâni` sau " ":guilabel:`Luni`." -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." @@ -600,7 +535,7 @@ msgstr "" ":ref:`Spațiul de lucru ` în care este încărcat " "documentul." -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " @@ -610,7 +545,7 @@ msgstr "" "Etichetele disponibile afișate se bazează pe etichetele configurate pentru " ":guilabel:`Spațiul de lucru` selectat." -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." @@ -618,7 +553,7 @@ msgstr "" ":guilabel:`Mesaj`: introduceți un mesaj pentru a clarifica solicitarea " "documentului în acest câmp." -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -633,11 +568,11 @@ msgstr "" "Formularul Solicitați un fișier, cu toate câmpurile completate pentru a " "solicita un contract." -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "Tipuri de activitate" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -653,7 +588,7 @@ msgid "" msgstr "" "Butonul Tipuri de activitate din aplicația Setări din secțiunea Discută." -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -661,15 +596,23 @@ msgstr "" "Procedând astfel, se dezvăluie pagina :guilabel:`Tipuri de activitate`, unde" " sunt găsite tipurile de activități existente." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "Lista tipurilor de activități deja configurate și disponibile." -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "Editați tipurile de activități" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." @@ -678,24 +621,19 @@ msgstr "" "faceți clic pe tipul de activitate și se încarcă formularul pentru tipul de " "activitate." -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -"Efectuați orice modificări dorite în formularul de tip de activitate. " -"Formularul se salvează automat, dar poate fi salvat manual în orice moment " -"făcând clic pe opțiunea :guilabel:`Salvează manual`, reprezentată de o " -"pictogramă :guilabel:`(încărcare în cloud)`, situată în colțul din stânga " -"sus al paginii ." -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "Creați noi tipuri de activități" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " @@ -705,7 +643,7 @@ msgstr "" "clic pe :guilabel:`New` din pagina :guilabel:`Activity Types` și se încarcă " "un formular gol de tip activitate." -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." @@ -713,11 +651,11 @@ msgstr "" "Introduceți un :guilabel:`Nume` pentru tipul de activitate în partea de sus " "a formularului, apoi introduceți următoarele informații în formular." -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "Secțiunea Setări de activitate" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " @@ -727,7 +665,7 @@ msgstr "" " cu acest nou tip de activitate. Unele acțiuni declanșează comportamente " "specifice după programarea unei activități, cum ar fi:" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." @@ -735,7 +673,7 @@ msgstr "" ":guilabel:`Încărcați document`: dacă este selectat, un link pentru a încărca" " un document este adăugat automat la activitatea planificată în chatter." -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." @@ -744,7 +682,7 @@ msgstr "" " au opțiunea de a-și deschide calendarul pentru a selecta o dată și o oră " "pentru activitate." -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " @@ -755,7 +693,7 @@ msgstr "" "activitatea planificată în chatter. Acest lucru necesită instalarea " "aplicației Odoo *Sign*." -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." @@ -763,7 +701,7 @@ msgstr "" "Tipurile de activitate disponibile variază în funcție de aplicațiile " "instalate în baza de date." -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -775,7 +713,7 @@ msgstr "" "**numai** apare dacă :guilabel:`Încărcați document` este selectat pentru " ":guilabel:`Acțiune`." -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." @@ -783,7 +721,7 @@ msgstr "" "Folosind meniul derulant, selectați :guilabel:`Folderul` în care este salvat" " documentul." -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -796,7 +734,7 @@ msgstr "" "necompletat, activitatea este atribuită utilizatorului care creează " "activitatea." -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." @@ -804,7 +742,7 @@ msgstr "" ":guilabel:`Rezumat implicit`: introduceți o notă de inclus ori de câte ori " "este creat acest tip de activitate." -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -815,7 +753,7 @@ msgstr "" "activitate. Cu toate acestea, ele pot fi modificate înainte ca activitatea " "să fie programată sau salvată." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." @@ -824,17 +762,17 @@ msgstr "" "păstra activitățile care au fost marcate ca `Terminat` vizibile în " ":ref:`vizualizarea activității `." -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" ":guilabel:`Notă implicită`: introduceți orice notă care să apară împreună cu" " activitatea." -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "Secțiunea de activitate următoare" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." @@ -842,7 +780,7 @@ msgstr "" "Este posibil să fie sugerată sau declanșată o altă activitate. Pentru a face" " acest lucru, configurați secțiunea :guilabel:`Activitatea următoare`." -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -854,7 +792,7 @@ msgstr "" " meniul derulant. În funcție de opțiunea selectată, este afișat câmpul " ":guilabel:`Suggest` sau :guilabel:`Trigger`." -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." @@ -862,7 +800,7 @@ msgstr "" "Câmpul :guilabel:`Tip de înlănțuire` **nu** apare dacă este selectat " ":guilabel:`Încărcați document` pentru :guilabel:`Acțiune`." -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -874,7 +812,7 @@ msgstr "" ":guilabel:`Trigger`. Folosind meniul derulant, selectați activitatea de " "recomandat sau programați ca sarcină ulterioară tipului de activitate." -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." @@ -882,7 +820,7 @@ msgstr "" ":guilabel:`Schedule`: configurați când este sugerată sau declanșată " "următoarea activitate." -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." @@ -890,7 +828,7 @@ msgstr "" "Mai întâi, introduceți o valoare numerică care indică momentul în care " "activitatea este sugerată sau declanșată." -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -902,7 +840,7 @@ msgstr "" "Selectați opțiunea de timp dorită din listă. Opțiunile sunt " ":guilabel:`Zile`, :guilabel:`Săptămâni` sau :guilabel:`Luni`." -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -916,14 +854,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "Un nou formular de activitate cu toate câmpurile completate." -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr ":doc:`../productivitate/discuss" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr ":doc:`../productivity/discuss/team_communication`" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Contacte" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Nume" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Adresa" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Export și import date" diff --git a/locale/ro/LC_MESSAGES/general.po b/locale/ro/LC_MESSAGES/general.po index 53223514a..0f6911338 100644 --- a/locale/ro/LC_MESSAGES/general.po +++ b/locale/ro/LC_MESSAGES/general.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larisa_nexterp, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -3738,15 +3738,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3754,11 +3754,11 @@ msgid "" "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "Mesaje de eroare comune" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "" @@ -3766,7 +3766,7 @@ msgstr "" msgid "Warning in Odoo upon email limit reached." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3774,63 +3774,65 @@ msgid "" " blacklisted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "Iată limitele implicite pentru bazele de date noi:" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." +msgid "**50 emails per day** for one-app free and trial databases." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -3838,7 +3840,7 @@ msgid "" "click the :guilabel:`Retry` button next to an unsent email." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3847,20 +3849,20 @@ msgid "" "`, instead of emails." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -3868,23 +3870,24 @@ msgid "" "line is a copy of the message.`" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -3894,17 +3897,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -3912,14 +3915,14 @@ msgid "" "correctly." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -3930,35 +3933,35 @@ msgid "" " --> System Parameters`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "E-mail programat pentru a fi trimis mai târziu." -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -3968,41 +3971,41 @@ msgid "" "adjustments." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "E-mailuri de intrare" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4012,58 +4015,58 @@ msgid "" "servers from the database." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4073,67 +4076,67 @@ msgid "" "efficient way for the Odoo Support team to investigate." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" diff --git a/locale/ro/LC_MESSAGES/hr.po b/locale/ro/LC_MESSAGES/hr.po index 74fab2006..4c0662997 100644 --- a/locale/ro/LC_MESSAGES/hr.po +++ b/locale/ro/LC_MESSAGES/hr.po @@ -14,15 +14,17 @@ # Martin Trigaux, 2024 # Alin Miclea, 2024 # Larisa_nexterp, 2024 +# Maria Muntean, 2024 +# Betty Keresztesi, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Larisa_nexterp, 2024\n" +"Last-Translator: Betty Keresztesi, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -661,7 +663,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -722,7 +724,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -875,142 +877,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Raportare" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Obiective" @@ -1178,6 +1051,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Raportare" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Prezențe" @@ -1275,7 +1401,7 @@ msgstr "" #: ../../content/applications/hr/attendances.rst:67 msgid "Modes" -msgstr "" +msgstr "Moduri" #: ../../content/applications/hr/attendances.rst:71 msgid "" @@ -1622,7 +1748,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Prezentare generală" @@ -1902,7 +2028,7 @@ msgstr "" #: ../../content/applications/hr/attendances.rst:405 #: ../../content/applications/hr/lunch/orders.rst:84 msgid "Errors" -msgstr "" +msgstr "Erori" #: ../../content/applications/hr/attendances.rst:407 msgid "" @@ -2034,7 +2160,7 @@ msgstr "" #: ../../content/applications/hr/attendances/check_in_check_out.rst:22 msgid "Check in" -msgstr "" +msgstr "Check in" #: ../../content/applications/hr/attendances/check_in_check_out.rst:24 msgid "" @@ -2081,7 +2207,7 @@ msgstr "" #: ../../content/applications/hr/attendances/check_in_check_out.rst:52 #: ../../content/applications/hr/frontdesk/visitors.rst:148 msgid "Check out" -msgstr "" +msgstr "Check out" #: ../../content/applications/hr/attendances/check_in_check_out.rst:54 msgid "" @@ -5475,9 +5601,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "Introduceți următoarele informații în formular:" @@ -6867,134 +6993,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Produse" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Alerte" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7002,21 +7011,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7025,7 +7034,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7033,32 +7042,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7073,15 +7082,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7823,6 +7836,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Produse" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Categorii de produse" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8125,7 +8263,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:63 msgid "Time off" -msgstr "" +msgstr "Concediu" #: ../../content/applications/hr/payroll.rst:65 msgid "" @@ -8328,7 +8466,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8511,7 +8648,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9324,7 +9461,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:701 msgid "Benefits" -msgstr "" +msgstr "Beneficii" #: ../../content/applications/hr/payroll.rst:703 msgid "" @@ -9553,7 +9690,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9862,9 +9999,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9878,19 +10015,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9899,37 +10028,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9937,20 +10067,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9959,34 +10090,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9994,19 +10125,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10014,70 +10145,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10086,7 +10255,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10095,48 +10264,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10147,46 +10336,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10196,11 +10385,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10210,322 +10399,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Oferte" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11991,47 +12199,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12039,27 +12247,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12069,11 +12277,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Conflicte" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12081,7 +12289,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12089,7 +12297,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12101,13 +12309,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12116,7 +12324,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12127,42 +12335,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12170,11 +12378,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12182,7 +12390,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12193,19 +12401,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12213,18 +12421,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12234,34 +12442,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12271,14 +12479,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12286,18 +12494,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12305,7 +12513,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12313,32 +12521,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12348,17 +12556,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12366,7 +12574,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12376,17 +12584,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12394,7 +12602,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12402,7 +12610,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12410,7 +12618,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12421,14 +12629,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12441,18 +12649,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12460,7 +12668,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12474,30 +12682,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12506,7 +12714,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12517,7 +12725,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13188,7 +13396,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Nou(ă)" @@ -13317,7 +13524,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13356,508 +13563,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Refuzați" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Șablon email" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Adăugare rapidă" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13865,7 +13575,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13873,11 +13583,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13893,7 +13603,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13902,20 +13612,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13924,7 +13634,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13934,14 +13644,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13949,7 +13659,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13959,7 +13669,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13967,7 +13677,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13976,7 +13686,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13989,7 +13699,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13998,17 +13708,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14016,20 +13726,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14037,28 +13747,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14069,18 +13779,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14088,7 +13798,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14096,13 +13806,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14113,14 +13823,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14134,7 +13844,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14145,17 +13855,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14164,7 +13874,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14177,13 +13887,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14197,11 +13907,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14209,7 +13919,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14229,14 +13939,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14244,7 +13954,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14252,7 +13962,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14265,7 +13975,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14273,11 +13983,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14286,7 +13996,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14295,11 +14005,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14308,7 +14018,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14317,7 +14027,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14326,17 +14036,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14346,7 +14056,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14354,19 +14064,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14375,28 +14085,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14406,7 +14116,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14414,11 +14124,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14429,42 +14139,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14475,13 +14185,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14492,11 +14202,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Creați un angajat" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14505,13 +14215,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Adăugare rapidă" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14777,6 +14814,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Șablon email" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Recomandări" @@ -14795,8 +15119,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15051,7 +15375,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15197,139 +15521,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Recompense" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Nivele" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15340,11 +15549,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15355,14 +15564,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15373,7 +15582,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15382,7 +15591,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15395,18 +15604,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15415,7 +15624,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15423,7 +15632,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15435,112 +15644,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15548,7 +15659,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15558,7 +15669,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15567,7 +15678,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15578,16 +15689,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Recompense" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16370,10 +16770,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16944,232 +17340,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Management" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17177,7 +17347,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17185,7 +17355,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17193,44 +17363,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17238,7 +17408,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17250,186 +17420,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Tablou de bord" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17437,7 +17428,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17445,31 +17436,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17480,7 +17471,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17492,7 +17483,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17500,18 +17491,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "După tip" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17523,13 +17514,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17537,7 +17528,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17545,7 +17536,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17553,10 +17544,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Management" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Tablou de bord" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/ro/LC_MESSAGES/inventory_and_mrp.po b/locale/ro/LC_MESSAGES/inventory_and_mrp.po index 6f2043dcd..acaf27538 100644 --- a/locale/ro/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ro/LC_MESSAGES/inventory_and_mrp.po @@ -10,20 +10,20 @@ # Vacaru Adrian , 2024 # Emanuel Bruda, 2024 # Claudia Baisan, 2024 -# Martin Trigaux, 2024 # Foldi Robert , 2024 # Cozmin Candea , 2024 -# Dorin Hongu , 2024 # Larisa_nexterp, 2024 +# Martin Trigaux, 2024 +# Dorin Hongu , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larisa_nexterp, 2024\n" +"Last-Translator: Dorin Hongu , 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1619,9 +1619,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1632,6 +1631,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1647,7 +1647,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1657,11 +1657,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Configurare" @@ -3622,15 +3625,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3640,23 +3643,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3664,7 +3667,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3676,7 +3679,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3687,7 +3690,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3701,7 +3704,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3709,7 +3712,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3721,46 +3724,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3771,7 +3774,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3779,36 +3782,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Declanșator" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3816,17 +3935,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3839,39 +3958,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Auto" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3880,11 +3999,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3896,7 +4015,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3904,7 +4023,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3912,19 +4031,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manual" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3934,7 +4053,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3942,7 +4061,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3950,7 +4069,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3963,18 +4082,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3982,27 +4101,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -4015,34 +4134,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -4055,11 +4174,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Rută" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4067,7 +4186,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -4075,20 +4194,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4099,7 +4218,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7694,7 +7813,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7979,20 +8098,18 @@ msgstr "" "expeditor**. Veți primi un nou număr de urmărire și o nouă etichetă." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`facturare`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipachet`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Livrare directă" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -8003,11 +8120,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -8015,7 +8132,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -8030,7 +8147,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -8042,7 +8159,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -8052,26 +8169,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -8080,12 +8196,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -8094,20 +8210,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -8123,30 +8239,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -8157,12 +8273,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -8170,13 +8286,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -8184,13 +8300,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -8199,7 +8315,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8207,31 +8323,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8241,19 +8357,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8264,7 +8380,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8275,7 +8391,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8286,7 +8402,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8297,18 +8413,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8319,9 +8435,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -8424,229 +8540,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8867,19 +8760,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Conținut Pachet" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8902,25 +8795,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8928,7 +8821,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8938,11 +8831,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8950,7 +8843,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8958,7 +8851,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8968,31 +8861,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -9002,7 +8895,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -9012,7 +8905,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -9022,42 +8915,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Etichete Lot/SN" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -9065,7 +8958,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -9076,31 +8969,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11669,6 +11831,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11961,7 +12343,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -12077,6 +12460,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "Aveți nevoie să scrieți l" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -13036,7 +13656,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -13047,18 +13667,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13268,7 +13880,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13499,8 +14111,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13611,14 +14222,9 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" msgstr "" @@ -18734,7 +19340,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "Evaluarea stocului" @@ -18878,10 +19483,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18889,49 +19497,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18939,7 +19548,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18949,23 +19558,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18975,7 +19584,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18983,14 +19592,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18999,13 +19608,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -19013,32 +19622,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -19049,8 +19658,9 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "Configurarea evaluării inventarului" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -19062,118 +19672,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -19181,7 +19829,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -19189,7 +19837,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -19200,7 +19848,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -19212,79 +19860,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Cont Cheltuieli" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automat" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -19294,7 +19993,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -19306,50 +20005,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -19358,7 +20057,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -19367,7 +20066,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -19376,7 +20075,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -19387,13 +20086,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -19401,7 +20100,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -19413,45 +20112,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -19469,10 +20183,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21855,7 +22565,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21903,45 +22613,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -28193,6 +28914,327 @@ msgstr "" msgid "Workflows" msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Produse secundare" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -32287,7 +33329,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -32352,7 +33394,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Potrivire pe 3 căi" @@ -32565,191 +33607,199 @@ msgstr ":doc:`manage`" msgid "Manage vendor bills" msgstr "Gestionați facturile furnizorilor" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Cantități comandate" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -32757,213 +33807,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Cantități primite " + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -34589,6 +35632,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/ro/LC_MESSAGES/marketing.po b/locale/ro/LC_MESSAGES/marketing.po index a1e5f570b..7f16da527 100644 --- a/locale/ro/LC_MESSAGES/marketing.po +++ b/locale/ro/LC_MESSAGES/marketing.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larisa_nexterp, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -520,6 +520,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Setări" @@ -795,7 +796,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3041,14 +3041,314 @@ msgstr "" msgid "Events" msgstr "Evenimente" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3119,33 +3419,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3153,21 +3476,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3175,34 +3498,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3210,13 +3533,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3225,55 +3548,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3281,7 +3604,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3290,56 +3613,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3349,14 +3676,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3365,7 +3692,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3374,7 +3701,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3383,13 +3710,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3397,7 +3724,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3405,57 +3732,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3467,7 +3794,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3476,7 +3803,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3484,13 +3811,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3498,58 +3825,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "E-Mail" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3558,25 +3885,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3586,7 +3913,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3594,20 +3921,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "Filă întrebări" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3620,7 +3947,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3628,7 +3955,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3637,7 +3964,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3650,7 +3977,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3658,7 +3985,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3667,48 +3994,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3717,37 +4044,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3755,24 +4082,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3782,26 +4109,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3809,7 +4135,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3817,14 +4143,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3832,11 +4158,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3844,543 +4170,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4791,123 +4605,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Configurare" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5277,6 +5219,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5294,7 +5237,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5317,7 +5261,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5358,31 +5304,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5390,75 +5337,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Înregistrări" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Participanți" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Flux de lucru" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Activități" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5466,98 +5413,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Raportare" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9478,7 +9707,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10158,7 +10387,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -10259,14 +10488,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10301,11 +10530,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10318,7 +10547,7 @@ msgid "Add a section" msgstr "Adaugă o secțiune" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10328,7 +10557,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10342,7 +10571,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10351,7 +10580,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10362,7 +10591,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "Fila opțiuni" @@ -10642,32 +10871,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "Fila descriere" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10678,11 +10911,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10696,7 +10929,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10705,7 +10938,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10714,7 +10947,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10723,7 +10956,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10731,14 +10964,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10747,26 +10980,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10775,11 +11008,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -10855,7 +11088,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11151,6 +11384,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "Creare întrebări" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "Alegeți dintre următoarele :guilabel:`Tipuri întrebări`:" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "Scoruri chestionare" @@ -11290,547 +12067,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "Exemplu de cum arată o insignă în partea eLearning a site-ului." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "Creare întrebări" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "Alegeți dintre următoarele :guilabel:`Tipuri întrebări`:" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/ro/LC_MESSAGES/productivity.po b/locale/ro/LC_MESSAGES/productivity.po index 74d3c7641..75e96ef9b 100644 --- a/locale/ro/LC_MESSAGES/productivity.po +++ b/locale/ro/LC_MESSAGES/productivity.po @@ -14,15 +14,16 @@ # Dorin Hongu , 2024 # Martin Trigaux, 2024 # Larisa_nexterp, 2024 +# Simonel Criste , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larisa_nexterp, 2024\n" +"Last-Translator: Simonel Criste , 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1152,7 +1153,7 @@ msgstr "" msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1161,17 +1162,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1179,22 +1180,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1202,7 +1203,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1213,11 +1214,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1225,13 +1226,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1239,53 +1240,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1293,35 +1293,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1329,7 +1329,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1337,7 +1337,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1346,7 +1346,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1354,11 +1354,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1366,7 +1366,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1375,19 +1375,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1401,31 +1401,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1433,129 +1433,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "Programează activități" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1563,7 +1563,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1571,26 +1571,26 @@ msgid "" "Activity Types`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1598,50 +1598,50 @@ msgid "" "day on the calendar in the :guilabel:`Due Date` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1651,17 +1651,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1670,7 +1670,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1682,31 +1682,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "Atașează fișiere" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1714,27 +1714,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1742,51 +1741,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "Integrare" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1795,7 +1794,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1806,61 +1805,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -6154,7 +6153,7 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:397 msgid "Lookup" -msgstr "" +msgstr "Căutare" #: ../../content/applications/productivity/spreadsheet/functions.rst:405 msgid "" @@ -8444,9 +8443,9 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 diff --git a/locale/ro/LC_MESSAGES/services.po b/locale/ro/LC_MESSAGES/services.po index 4f9c2d3f1..c65ceeb5d 100644 --- a/locale/ro/LC_MESSAGES/services.po +++ b/locale/ro/LC_MESSAGES/services.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larisa_nexterp, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -247,6 +247,90 @@ msgstr "" msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk" msgstr "" +#: ../../content/applications/services/field_service/planning_itinerary.rst:3 +msgid "Planning an itinerary" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:5 +msgid "" +"By default, **Odoo Field Service** shows a static map where all task " +"locations for the day are pinned. To make it more useful for the field " +"service workers, it is possible to display an itinerary on the map using " +"MapBox. To do so, enable the **Map Routes** feature as follows:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:9 +msgid "" +"Create or sign in to a MapBox account using the following link: " +"``_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:10 +msgid "" +"`Create a token `_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:11 +msgid "" +"Go to the `Access tokens page on Mapbox `_ and copy your token." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:13 +msgid "" +"In Odoo, go to the :guilabel:`Settings` app and scroll down to the " +":guilabel:`Integrations` section. Paste your Mapbox access token in the " +":guilabel:`Token` field under :guilabel:`Map Routes`, and click " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:18 +msgid "Displaying your itinerary on a map" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:21 +msgid "For a field service task to be featured on the map, it needs:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:23 +msgid "a :guilabel:`Planned Date`;" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:24 +msgid "a valid address linked to the customer’s profile." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:26 +msgid "" +"To display your tasks on a map, go to :menuselection:`Field Service --> My " +"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " +"tasks based on their :guilabel:`Planned Date` to show the way from one " +"location to the next." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:30 +msgid "" +"To open your itinerary on the Google Maps website or app, click " +":guilabel:`View in Google Maps`. Google Maps includes your current location " +"as a starting point for your itinerary." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:34 +msgid "" +"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" +" in the search bar to display all tasks. Your tasks are then sorted by date " +"in the left column." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:36 +msgid "" +"Click your task in the left column or the map pin to display the task's " +"details. From there, you can :guilabel:`Open` the task or click " +":guilabel:`Navigate to` to get an itinerary from your current location to " +"this specific task's location." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:7 msgid "Helpdesk" msgstr "Serviciu de asistență tehnică" diff --git a/locale/ro/LC_MESSAGES/websites.po b/locale/ro/LC_MESSAGES/websites.po index df0cb636b..87417c88e 100644 --- a/locale/ro/LC_MESSAGES/websites.po +++ b/locale/ro/LC_MESSAGES/websites.po @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larisa_nexterp, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -770,7 +770,7 @@ msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Configurare" @@ -884,13 +884,11 @@ msgid "" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -912,33 +910,33 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -948,11 +946,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1351,6 +1349,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -6423,132 +6431,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/sl/LC_MESSAGES/essentials.po b/locale/sl/LC_MESSAGES/essentials.po index f8ceaf4ba..bd657a3fd 100644 --- a/locale/sl/LC_MESSAGES/essentials.po +++ b/locale/sl/LC_MESSAGES/essentials.po @@ -7,15 +7,16 @@ # Tadej Lupšina , 2024 # Martin Trigaux, 2024 # Matjaz Mozetic , 2024 +# Gregor Flajs, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Matjaz Mozetic , 2024\n" +"Last-Translator: Gregor Flajs, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -31,56 +32,55 @@ msgstr "" msgid "Activities" msgstr "Aktivnosti" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 -msgid "Schedule activities" +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 +msgid "Schedule activities" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -88,15 +88,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -108,28 +108,24 @@ msgstr "" msgid "New activity type form." msgstr "" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -139,97 +135,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -237,11 +233,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -250,12 +246,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -263,86 +259,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -350,7 +338,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -360,23 +348,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -385,14 +373,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -404,11 +392,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -416,18 +404,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -436,26 +424,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -466,11 +454,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -482,88 +470,96 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -571,13 +567,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -585,40 +581,40 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -626,13 +622,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -640,19 +636,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -660,7 +656,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -671,14 +667,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Stiki" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Naziv" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Naslov" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" diff --git a/locale/sl/LC_MESSAGES/finance.po b/locale/sl/LC_MESSAGES/finance.po index 0d9317e88..8ec6bef40 100644 --- a/locale/sl/LC_MESSAGES/finance.po +++ b/locale/sl/LC_MESSAGES/finance.po @@ -9,22 +9,22 @@ # 025aa31cb7deb4d52a7a587a91994bd9_c519582, 2023 # Jasmina Macur , 2023 # Tomaž Jug , 2023 -# Tadej Lupšina , 2024 # matjaz k , 2024 # Grega Vavtar , 2024 # Katja Deržič, 2024 -# Matjaz Mozetic , 2024 # Gregor Flajs, 2024 # Martin Trigaux, 2024 +# Matjaz Mozetic , 2024 +# Tadej Lupšina , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Martin Trigaux, 2024\n" +"Last-Translator: Tadej Lupšina , 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -79,7 +79,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -98,11 +98,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -111,11 +112,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -126,28 +127,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -156,186 +157,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Poročanje" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Izpisek" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Davčno poročanje" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Partner" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Upravljanje" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -343,31 +346,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -375,34 +378,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -606,10 +609,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2698,6 +2703,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Davki" @@ -4061,7 +4067,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -5852,7 +5858,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6401,8 +6407,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6749,6 +6755,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Kontni načrt" @@ -6775,11 +6782,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6789,98 +6796,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Tip" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Poročilo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Kategorija" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Vrste kontov" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Bilanca stanja" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Sredstva" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Terjatve" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banka in blagajna" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6888,147 +6895,147 @@ msgstr "Banka in blagajna" msgid "Current Assets" msgstr "Kratkoročna sredstva" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Dolgoročna sredstva" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Predujmi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Nepremičnine" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Obveznosti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Obveznosti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Kreditna kartica" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Kratkoročne obveznosti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Dolgoročne obveznosti" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Kapital" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Dohodki v tekočem letu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Dobiček in izguba" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Prihodki" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Drugi prihodki" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Strošek" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Amortizacija" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Vrednost poslovnih učinkov" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Drugo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Izvenbilančna stanja" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Ključne besede" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Kontne skupine" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7038,17 +7045,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7062,7 +7069,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7073,17 +7080,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7091,7 +7098,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7102,11 +7109,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Opuščeno" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7114,29 +7121,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7455,7 +7462,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Bančno usklajevanje" @@ -7933,11 +7940,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -7949,7 +7956,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -7960,33 +7967,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -7994,11 +8001,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8007,11 +8014,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8023,17 +8030,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8045,19 +8052,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8072,18 +8079,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8098,11 +8105,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8118,11 +8125,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9237,6 +9244,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Združene države" @@ -9675,52 +9683,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Dobiček in izguba" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Povzetek" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9728,56 +9736,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9785,11 +9793,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Kartica glavne knjige" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -9798,44 +9806,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Zastarela obveznost" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Zastarane terjatve" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Izkaz denarnih tokov" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Davčno poročanje" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -12827,6 +12835,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17538,6 +17546,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19509,6 +19518,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19660,6 +19670,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20380,6 +20391,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Plačni seznam" @@ -22089,6 +22101,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22106,6 +22119,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23312,6 +23326,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -28923,7 +28938,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Predloga" @@ -31862,7 +31877,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -31873,7 +31902,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -31885,7 +31914,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -31893,7 +31922,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -31903,7 +31932,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -31919,7 +31948,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -31930,17 +31959,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -31953,20 +31982,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -31974,7 +32003,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -31989,26 +32018,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32019,7 +32048,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32030,7 +32059,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32039,15 +32068,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32059,23 +32088,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33447,196 +33476,649 @@ msgstr "Kenija" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Obračun" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -33839,6 +34321,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Zahteve" @@ -36824,6 +37307,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -39606,6 +40090,1423 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Pogodbe o zaposlitvi" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Ustvari paketno plačilo" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnam" @@ -40991,17 +42892,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41013,48 +42914,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41069,46 +42970,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41118,32 +43019,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41151,25 +43052,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41179,41 +43080,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41221,7 +43122,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/sl/LC_MESSAGES/hr.po b/locale/sl/LC_MESSAGES/hr.po index 9ca4c87a8..8cd025040 100644 --- a/locale/sl/LC_MESSAGES/hr.po +++ b/locale/sl/LC_MESSAGES/hr.po @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Gregor Flajs, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" @@ -662,7 +662,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -723,7 +723,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -876,142 +876,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Poročanje" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Cilji" @@ -1179,6 +1050,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Poročanje" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Prisotnosti" @@ -1623,7 +1747,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Pregled" @@ -5476,9 +5600,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6868,134 +6992,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Izdelki" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Opozorila" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7003,21 +7010,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7026,7 +7033,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7034,32 +7041,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7074,15 +7081,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7824,6 +7835,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Izdelki" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8329,7 +8465,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8512,7 +8647,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9554,7 +9689,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9863,9 +9998,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9879,19 +10014,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9900,37 +10027,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9938,20 +10066,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9960,34 +10089,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9995,19 +10124,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10015,70 +10144,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10087,7 +10254,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10096,48 +10263,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10148,46 +10335,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10197,11 +10384,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10211,322 +10398,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11992,47 +12198,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12040,27 +12246,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12070,11 +12276,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Konflikti" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12082,7 +12288,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12090,7 +12296,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12102,13 +12308,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12117,7 +12323,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12128,42 +12334,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12171,11 +12377,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12183,7 +12389,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12194,19 +12400,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12214,18 +12420,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12235,34 +12441,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12272,14 +12478,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12287,18 +12493,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12306,7 +12512,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12314,32 +12520,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12349,17 +12555,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12367,7 +12573,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12377,17 +12583,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12395,7 +12601,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12403,7 +12609,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12411,7 +12617,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12422,14 +12628,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12442,18 +12648,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12461,7 +12667,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12475,30 +12681,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12507,7 +12713,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12518,7 +12724,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13189,7 +13395,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Novo" @@ -13318,7 +13523,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13357,508 +13562,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Zavrni" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Predloga e-pošte" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Hitro dodajanje" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13866,7 +13574,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13874,11 +13582,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13894,7 +13602,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13903,20 +13611,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13925,7 +13633,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13935,14 +13643,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13950,7 +13658,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13960,7 +13668,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13968,7 +13676,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13977,7 +13685,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13990,7 +13698,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13999,17 +13707,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14017,20 +13725,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14038,28 +13746,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14070,18 +13778,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14089,7 +13797,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14097,13 +13805,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14114,14 +13822,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14135,7 +13843,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14146,17 +13854,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14165,7 +13873,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14178,13 +13886,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14198,11 +13906,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14210,7 +13918,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14230,14 +13938,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14245,7 +13953,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14253,7 +13961,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14266,7 +13974,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14274,11 +13982,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14287,7 +13995,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14296,11 +14004,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14309,7 +14017,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14318,7 +14026,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14327,17 +14035,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14347,7 +14055,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14355,19 +14063,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14376,28 +14084,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14407,7 +14115,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14415,11 +14123,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14430,42 +14138,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14476,13 +14184,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14493,11 +14201,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Ustvari zaposlenega" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14506,13 +14214,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Hitro dodajanje" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14778,6 +14813,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Predloga e-pošte" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "" @@ -14796,8 +15118,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15052,7 +15374,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15198,139 +15520,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Nagrade" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Ravni" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15341,11 +15548,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15356,14 +15563,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15374,7 +15581,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15383,7 +15590,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15396,18 +15603,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15416,7 +15623,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15424,7 +15631,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15436,112 +15643,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15549,7 +15658,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15559,7 +15668,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15568,7 +15677,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15579,16 +15688,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Nagrade" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16371,10 +16769,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16945,232 +17339,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Upravljanje" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17178,7 +17346,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17186,7 +17354,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17194,44 +17362,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17239,7 +17407,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17251,186 +17419,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Nadzorna plošča" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17438,7 +17427,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17446,31 +17435,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17481,7 +17470,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17493,7 +17482,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17501,18 +17490,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Po vrsti" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17524,13 +17513,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17538,7 +17527,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17546,7 +17535,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17554,10 +17543,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Upravljanje" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Nadzorna plošča" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/sl/LC_MESSAGES/inventory_and_mrp.po b/locale/sl/LC_MESSAGES/inventory_and_mrp.po index 682d6badd..cc6142721 100644 --- a/locale/sl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/sl/LC_MESSAGES/inventory_and_mrp.po @@ -8,20 +8,20 @@ # Tomaž Jug , 2023 # matjaz k , 2024 # Grega Vavtar , 2024 -# Jasmina Macur , 2024 # Tadej Lupšina , 2024 # Martin Trigaux, 2024 -# Matjaz Mozetic , 2024 # Gregor Flajs, 2024 +# Matjaz Mozetic , 2024 +# Jasmina Macur , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Gregor Flajs, 2024\n" +"Last-Translator: Jasmina Macur , 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1493,9 +1493,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1506,6 +1505,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1521,7 +1521,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1531,11 +1531,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Nastavitve" @@ -3447,15 +3450,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3465,23 +3468,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3489,7 +3492,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3501,7 +3504,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3512,7 +3515,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3526,7 +3529,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3534,7 +3537,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3546,46 +3549,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3596,7 +3599,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3604,36 +3607,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Sprožilec" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3641,17 +3760,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3664,39 +3783,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Samodejno" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3705,11 +3824,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3721,7 +3840,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3729,7 +3848,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3737,19 +3856,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Ročno" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3759,7 +3878,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3767,7 +3886,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3775,7 +3894,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3788,18 +3907,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3807,27 +3926,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3840,34 +3959,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3880,11 +3999,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Proga" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3892,7 +4011,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3900,20 +4019,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3924,7 +4043,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7507,7 +7626,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7778,20 +7897,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Dropship" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7802,11 +7919,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7814,7 +7931,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7829,7 +7946,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7841,7 +7958,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7851,26 +7968,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7879,12 +7995,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7893,20 +8009,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7922,30 +8038,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7956,12 +8072,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7969,13 +8085,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7983,13 +8099,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -7998,7 +8114,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8006,31 +8122,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8040,19 +8156,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8063,7 +8179,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8074,7 +8190,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8085,7 +8201,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8096,18 +8212,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8118,8 +8234,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8223,229 +8339,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8666,19 +8559,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Vsebina pakiranja" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8701,25 +8594,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8727,7 +8620,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8737,11 +8630,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8749,7 +8642,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8757,7 +8650,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8767,31 +8660,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8801,7 +8694,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8811,7 +8704,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8821,42 +8714,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8864,7 +8757,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8875,31 +8768,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11468,6 +11630,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11760,7 +12142,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11871,6 +12254,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12830,7 +13450,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12841,18 +13461,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13062,7 +13674,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13293,8 +13905,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13405,12 +14016,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18158,7 +18764,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18302,10 +18907,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18313,49 +18921,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18363,7 +18972,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18373,23 +18982,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18399,7 +19008,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18407,14 +19016,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18423,13 +19032,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18437,32 +19046,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18473,7 +19082,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18486,118 +19096,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18605,7 +19253,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18613,7 +19261,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18624,7 +19272,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18636,79 +19284,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Samodejno" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18718,7 +19417,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18730,50 +19429,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18782,7 +19481,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18791,7 +19490,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18800,7 +19499,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18811,13 +19510,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18825,7 +19524,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18837,45 +19536,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18893,10 +19607,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21278,7 +21988,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21326,45 +22036,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27557,6 +28278,327 @@ msgstr "" msgid "Workflows" msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Stranski proizvodi" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31517,7 +32559,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31582,7 +32624,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "3-stransko ujemanje" @@ -31795,191 +32837,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Naročena količina" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31987,213 +33037,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Prejeta količina" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33760,6 +34803,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/sl/LC_MESSAGES/sales.po b/locale/sl/LC_MESSAGES/sales.po index 917dbfa72..18f6a3af0 100644 --- a/locale/sl/LC_MESSAGES/sales.po +++ b/locale/sl/LC_MESSAGES/sales.po @@ -19,7 +19,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" @@ -69,7 +69,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -85,7 +86,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1572,7 +1573,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2566,6 +2567,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2749,6 +2751,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analiza prodajnega toka" @@ -4963,6 +5132,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4973,20 +5180,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -4994,7 +5201,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5005,49 +5212,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5056,35 +5263,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5096,11 +5303,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5108,17 +5315,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5126,7 +5333,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5137,7 +5344,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5145,11 +5352,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5157,7 +5364,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5166,34 +5373,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5206,7 +5413,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5214,7 +5421,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5224,7 +5431,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5619,6 +5826,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Preprodajalci" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6422,64 +6867,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7332,6 +7773,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7355,6 +7797,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7887,39 +8330,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8208,6 +8655,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Popusti" @@ -8883,7 +9331,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9063,19 +9511,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9087,32 +9535,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Računi" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9124,43 +9572,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9170,23 +9618,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9200,7 +9648,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13265,7 +13713,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13854,23 +14302,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13883,7 +14385,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13896,14 +14398,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13915,14 +14417,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13930,7 +14432,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13938,7 +14440,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13949,7 +14451,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -13962,7 +14464,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -13970,12 +14472,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16490,7 +16992,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16966,13 +17468,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -16981,7 +17535,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -16990,13 +17544,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17008,35 +17562,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17044,7 +17598,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17053,7 +17607,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17061,14 +17615,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17082,7 +17636,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17090,29 +17644,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17124,47 +17678,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Pogoji" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17172,31 +17726,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17628,7 +18182,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18066,11 +18620,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18081,24 +18635,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18107,7 +18760,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18115,20 +18768,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18136,110 +18789,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18247,7 +18813,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18260,7 +18826,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18272,26 +18838,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18299,7 +18865,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18308,7 +18874,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18318,14 +18884,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18333,7 +18899,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18341,28 +18907,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18375,19 +18941,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18399,14 +18965,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18414,11 +18980,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18432,7 +18998,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18445,57 +19011,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19089,7 +19655,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19220,7 +19786,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19237,7 +19803,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19268,7 +19834,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19289,7 +19855,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20245,7 +20811,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20253,19 +20819,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20274,13 +20848,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20288,24 +20862,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20313,7 +20887,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20324,7 +20898,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20332,63 +20906,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20398,7 +20972,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20409,7 +20983,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20417,13 +20991,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/sv/LC_MESSAGES/administration.po b/locale/sv/LC_MESSAGES/administration.po index 878953420..48beff710 100644 --- a/locale/sv/LC_MESSAGES/administration.po +++ b/locale/sv/LC_MESSAGES/administration.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Jakob Krabbe , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" @@ -579,8 +579,8 @@ msgid "Deactivated features" msgstr "Avaktiverade funktioner" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "Här är en icke uttömmande lista över de inaktiverade parametrarna:" +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -610,7 +610,11 @@ msgstr "leveransmetoder" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr ":abbr:`IAP (In-App Purchase)`-symboler" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -4876,7 +4880,6 @@ msgstr "Admin" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8684,14 +8687,7 @@ msgstr "Oktober 2026 (planerat)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "Augusti 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -8709,6 +8705,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|röd" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "Augusti 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "Juni 2023" diff --git a/locale/sv/LC_MESSAGES/essentials.po b/locale/sv/LC_MESSAGES/essentials.po index 20e69aa4e..659cfbf61 100644 --- a/locale/sv/LC_MESSAGES/essentials.po +++ b/locale/sv/LC_MESSAGES/essentials.po @@ -5,6 +5,7 @@ # # Translators: # Anders Wallenquist , 2024 +# Martin Trigaux, 2024 # Jakob Krabbe , 2024 # #, fuzzy @@ -12,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Jakob Krabbe , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" @@ -30,56 +31,55 @@ msgstr "Grundläggande om Odoo" msgid "Activities" msgstr "Verksamhet" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Planera aktiviteter" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +87,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +107,24 @@ msgstr "" msgid "New activity type form." msgstr "Nytt formulär för aktivitetstyp." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Kanban-vy" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -139,99 +135,97 @@ msgid "" msgstr "" "Kanban-vy av CRM-pipelinen och möjlighet att schemalägga en aktivitet." -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Visa lista" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "Listvy över CRM-pipelinen och möjlighet att schemalägga en aktivitet." -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Aktivitetsvy" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"Aktivitetsfärger, och deras relation till en aktivitets förfallodatum, är " -"konsekventa i hela Odoo, oavsett aktivitetstyp eller vy." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -240,11 +234,11 @@ msgid "" msgstr "" "Aktivitetsvy av CRM-pipelinen och möjlighet att schemalägga en aktivitet." -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -253,12 +247,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "Ange följande information på formuläret:" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -266,86 +260,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -353,7 +339,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -363,23 +349,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "Visning av CRM-leads och möjlighet att schemalägga en aktivitet." -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -388,14 +374,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -407,11 +393,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -419,18 +405,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -439,26 +425,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -469,11 +455,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "Typer av verksamhet" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -485,7 +471,7 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -493,82 +479,94 @@ msgstr "" "Om du gör det visas sidan :guilabel:`Activity Types`, där de befintliga " "aktivitetstyperna finns." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Enskilda applikationer har en lista över *Aktivitetstyper* som är dedikerade" +" till den applikationen. Om du till exempel vill visa och redigera de " +"aktiviteter som är tillgängliga för *CRM*-programmet går du till " +":menuselection:`CRM-app --> Konfiguration --> Aktivitetstyper`." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -576,13 +574,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -590,13 +588,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -606,27 +604,27 @@ msgstr "" "Summary` inkluderas när en aktivitet skapas. De kan dock ändras innan " "aktiviteten schemaläggs eller sparas." -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -634,13 +632,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -648,19 +646,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -668,7 +666,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -679,14 +677,561 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Kontakter" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Namn" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Adress" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "Lägg till en kontakt/adress i kontaktformuläret." + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "Välj något av följande alternativ:" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" +":guilabel:`Kontakt`: lägger till en ny kontakt i det befintliga " +"kontaktformuläret." + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" +":guilabel:`Fakturaadress`: lägger till en specifik fakturaadress till det " +"befintliga kontaktformuläret." + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" +":guilabel:`Delivery Address`: lägger till en specifik leveransadress till " +"det befintliga kontaktformuläret." + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" +":guilabel:`Övrig adress`: lägger till en alternativ adress till det " +"befintliga kontaktformuläret." + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" +":guilabel:`Privat adress`: lägger till en privat adress till det befintliga " +"kontaktformuläret." + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "Skapa en ny kontakt/adress på ett kontaktformulär." + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "Fliken Redovisning" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Exportera och importera data" diff --git a/locale/sv/LC_MESSAGES/finance.po b/locale/sv/LC_MESSAGES/finance.po index e421e681b..3182a9afd 100644 --- a/locale/sv/LC_MESSAGES/finance.po +++ b/locale/sv/LC_MESSAGES/finance.po @@ -9,18 +9,19 @@ # Jakob Krabbe , 2024 # Kristoffer Grundström , 2024 # Simon S, 2024 +# Martin Trigaux, 2024 +# Chrille Hedberg , 2024 # Anders Wallenquist , 2024 # Lasse L, 2024 -# Martin Trigaux, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Martin Trigaux, 2024\n" +"Last-Translator: Lasse L, 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -89,7 +90,7 @@ msgstr "" "konsekvent och att kontona alltid balanserar." #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr ":doc:`Bokföringslathund `" @@ -111,11 +112,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`Kontantmetoden `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "Flerbolag" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -128,11 +130,11 @@ msgstr "" "användbar för att generera konsolideringsrapporter. Användare kan komma åt " "flera företag men kan bara arbeta med ett enda företags bokföring åt gången." -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "Miljö med flera valutor" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -149,18 +151,18 @@ msgstr "" "Odoo både värdet i företagets valuta och transaktionernas valutavärde. Odoo " "genererar valutavinster och förluster efter avstämning av journalposterna." -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" ":doc:`Hantera en bank i utländsk valuta `" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "Förvaltning av filialer" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" @@ -170,11 +172,11 @@ msgstr "" "gör det möjligt att bokföra verifikat på varje filial samt att ställa in ett" " gemensamt låsdatum som hanteras av huvudföretaget." -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "Internationella standarder" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -187,15 +189,15 @@ msgstr "" "moduler uppfylls lokala krav. Skatteområden finns för att hantera regionala " "skillnader som kontoplan, skatter eller andra krav." -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`Skatteområden `" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "Kund- och leverantörsreskontra" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -205,7 +207,7 @@ msgstr "" "leverantörsskuldposterna. Eftersom transaktioner är länkade till dina " "**kontakter**, kan du köra en rapport per kund eller leverantör." -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -215,14 +217,14 @@ msgstr "" "är tillgänglig genom att gå till :menuselection:`Redovisning --> " "Rapportering --> Partnerreskontra`." -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Rapporter" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" @@ -230,120 +232,122 @@ msgstr "" "Följande finansiella :doc:`rapporter ` är tillgängliga" " och uppdateras i realtid:" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Ekonomiska rapporter" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Redovisning" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Balansräkning" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Vinst och förlust" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "Kassaflödesanalys" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Skatterapport" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "ES försäljningslista" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Granska" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "Huvudbok" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Råbalans" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "Journalrapport" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "Intrastat-rapport" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "Kontrollera register" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Kund" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "Kundreskontra" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "Utestående fordran" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "Utestående betalning" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Administration" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "Fakturaanalys" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "Orealiserade valutavinster/förluster" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "Avskrivningsschema" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "Ej tillåtna utgifter" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "Budgetanalys" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "Produktmarginaler" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "1099 rapport" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." @@ -351,7 +355,7 @@ msgstr "" ":doc:`Skapa och anpassa rapporter ` med " "Odoos rapportmotor." -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." @@ -359,7 +363,7 @@ msgstr "" "Odoo beräknar alla redovisningstransaktioner för den specifika " "skatteperioden och använder dessa summor för att beräkna skattesatsen." -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -370,7 +374,7 @@ msgstr "" "korrigeringar av kundfakturor eller leverantörsfakturor måste registreras " "under nästa period." -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" @@ -380,12 +384,12 @@ msgstr "" "genereras för att laddas upp till lokala myndigheters webbplatser. I Sverige" " är det Skatteverkets webbplats." -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "Banksynkronisering" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -397,15 +401,15 @@ msgstr "" "översikt över din likviditet utan att logga in på ett onlinebankssystem " "eller vänta på pappersbankutdrag." -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`Banksynkronisering `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "Lagervärdering" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -416,17 +420,17 @@ msgstr "" "genomsnittspris, :abbr:`LIFO (Last-In, First-Out)` och :abbr:`FIFO (First-" "In, First-Out).`" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "Balanserad vinst" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -437,11 +441,11 @@ msgstr "" "Odoo beräknar årets resultat i realtid, ingen bokslutsjournal krävs. " "Resultatsaldot redovisas automatiskt i balansrapporten." -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "Redovisningsfirma" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -451,11 +455,11 @@ msgstr "" ":menuselection:`Redovisning --> Konfiguration --> Inställningar --> " "Redovisningsbyråläge`. När aktiverad:" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "Dokumentets sekvens blir redigerbar på alla dokument;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -463,7 +467,7 @@ msgstr "" "Fältet :guilabel:`Total (inkl. moms)` visas för att påskynda och kontrollera" " kodningen genom att automatisera radskapandet med rätt konto och skatt;" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -471,7 +475,7 @@ msgstr "" ":guilabel:`Fakturadatum` och :guilabel:`Faktureringsdatum` är förifyllda vid" " inmatning av en transaktion." -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -713,10 +717,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -3416,6 +3422,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Skatter" @@ -5117,7 +5124,7 @@ msgstr "" "fil." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -7389,10 +7396,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" -":ref:`Övriga lagervärderingsmetoder " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 msgid "" @@ -8067,11 +8072,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" -":ref:`Anglo-saxisk vs. kontinental " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 msgid "" @@ -8508,6 +8511,7 @@ msgstr "Återvänd för att få tillbaka 10 dollar." #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Kontoplan" @@ -8541,11 +8545,11 @@ msgstr "Nedrullningsbar vippknapp" msgid "Group the accounts by type in Odoo Accounting" msgstr "Gruppera kontona efter typ i Odoo Accounting" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "Konfiguration av ett konto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -8561,7 +8565,7 @@ msgstr "" "bestämmelser. Du kan använda den direkt eller ställa in den efter ditt " "företags behov." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " @@ -8571,7 +8575,7 @@ msgstr "" "Configuration --> Chart of Accounts`, klicka på :guilabel:`Create`, och fyll" " i (minst) de obligatoriska fälten (:guilabel:`Code, Account Name, Type`)." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -8579,11 +8583,11 @@ msgstr "" "Det är inte möjligt att ändra ett företags **fiskala lokalisering** när en " "verifikat har bokförts." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "Kod och namn" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." @@ -8591,12 +8595,12 @@ msgstr "" "Varje konto identifieras med :guilabel:`Code` och :guilabel:`Name`, som " "också anger kontots syfte." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Typ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -8604,23 +8608,23 @@ msgstr "" "Korrekt konfiguration av **kontotyp** är avgörande eftersom den tjänar flera" " syften:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "Information om kontots syfte och beteende" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "Ta fram landspecifika juridiska och finansiella rapporter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "Ange reglerna för att avsluta ett räkenskapsår" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "Skapa inledande poster" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" @@ -8628,42 +8632,42 @@ msgstr "" "För att konfigurera en kontotyp öppnar du :guilabel:`Type`-fältets " "rullgardinsmeny och väljer motsvarande typ från följande lista:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Rapport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Kategori" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Kontotyper" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Balansräkning" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Tillgångar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Fordringar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank och kassa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -8671,92 +8675,92 @@ msgstr "Bank och kassa" msgid "Current Assets" msgstr "Omsättningstillgångar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Långfristiga tillgångar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Förskottsbetalningar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Anläggningstillgångar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Skulder" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Skuld" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Kreditkort" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Kortfristiga skulder" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Långfristiga skulder" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Eget kapital" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Årets resultat" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Vinst och förlust" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Inkomst" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Övriga intäkter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Kostnader" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Avskrivningar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Kostnad för intäkter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Andra" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Utanför balansräkningen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " @@ -8766,15 +8770,15 @@ msgstr "" "automation>`-poster. För att **automatisera** poster, klicka på " ":guilabel:`Visa` på en kontorad och gå till fliken :guilabel:`Automation`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "Du har tre valmöjligheter för fliken :guilabel:`Automation`:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`No`: detta är standardvärdet. Ingenting händer." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -8783,7 +8787,7 @@ msgstr "" ":guilabel:`Create in draft`: när en transaktion bokförs på kontot skapas en " "utkastpost men bekräftas inte. Du måste först fylla i motsvarande formulär." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -8793,12 +8797,12 @@ msgstr "" " Expense Model`. När en transaktion bokförs på kontot skapas en post som " "omedelbart bekräftas." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Standardskatter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." @@ -8806,11 +8810,11 @@ msgstr "" "I :guilabel:`View` menyn för ett konto, välj en **standardskatt** som ska " "tillämpas när detta konto väljs för en produktförsäljning eller ett köp." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Etiketter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -8821,11 +8825,11 @@ msgstr "" ":guilabel:`Tags` fältet och välj en befintlig tagg eller :guilabel:`Create` " "en ny." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Kontogrupper" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8841,11 +8845,11 @@ msgstr "" "`131000`. Du kan tilldela en specifik grupp till ett konto i fältet " ":guilabel:`Group` under :guilabel:`View`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "Skapa kontogrupper manuellt" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8853,7 +8857,7 @@ msgstr "" "Vanliga användare ska inte behöva skapa kontogrupper manuellt. Följande " "avsnitt är endast avsett för sällsynta och avancerade användningsfall." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8873,7 +8877,7 @@ msgstr "" msgid "Account groups creation." msgstr "Skapande av kontogrupper." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8887,11 +8891,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Kontogrupper i Trial Balance i Odoo Accounting" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "Tillåt avstämning" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8899,7 +8903,7 @@ msgstr "" "Vissa konton, t.ex. konton som upprättats för att registrera transaktionerna" " för en betalningsmetod, kan användas för avstämning av journalposter." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8911,7 +8915,7 @@ msgstr "" "används för att registrera kreditkortsbetalningar konfigureras som " "**tillåtande avstämning**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8925,11 +8929,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "Tillåt avstämning av konton i Odoo Accounting" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Avskrivna" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8941,25 +8945,25 @@ msgstr "" "**Utfasad**: markera rutan :guilabel:`Utfasad` i kontots inställningar, och " ":guilabel:`Spara`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`fuskblad`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" ":doc:`../customer_invoices/deferred_revenues` (kundfakturor/uppskjutna " "intäkter)" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8967,7 +8971,7 @@ msgstr "" "`Odoo Handledning: Kontoplan `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9377,7 +9381,7 @@ msgid "Total to pay" msgstr "Totalt att betala" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Bankavstämning" @@ -10001,11 +10005,11 @@ msgstr "" "Handledning för `Odoo: Bankkonfiguration " "`_" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "Registrera betalning från en faktura eller räkning" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -10025,7 +10029,7 @@ msgstr "" "sedan stäms av mot ett kontoutdrag ändras fakturan eller leverantörsfakturan" " till status :guilabel:`Paid`." -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -10039,7 +10043,7 @@ msgstr "" msgid "See detailed information of a payment." msgstr "Se detaljerad information om en betalning." -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." @@ -10047,7 +10051,7 @@ msgstr "" "Kundfakturan eller leverantörsfakturan måste ha status :guilabel:`Posted` " "för att betalningen ska kunna registreras." -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." @@ -10055,7 +10059,7 @@ msgstr "" "Om du avkoncilierar en betalning visas den fortfarande i dina böcker men är " "inte längre kopplad till fakturan." -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -10064,7 +10068,7 @@ msgstr "" "Om du (av)stämmer en betalning i en annan valuta, skapas automatiskt en " "verifikat för att bokföra valutavinster/-förluster (återföring)." -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -10074,7 +10078,7 @@ msgstr "" "skatter, skapas automatiskt en verifikat för att bokföra det kassamässiga " "skattebeloppet (återföring)." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -10086,12 +10090,12 @@ msgstr "" "relaterat kontoutdrag), registreras fakturor och räkningar direkt som " ":guilabel:`Paid`." -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" "Registrera betalningar som inte är knutna till en faktura eller räkning" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -10105,11 +10109,11 @@ msgstr "" "det **utestående kontot** tills det manuellt matchas med den relaterade " "fakturan eller räkningen." -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "Matcha fakturor och räkningar med betalningar" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -10128,7 +10132,7 @@ msgstr "" "Visar ADD-alternativet för att stämma av en faktura eller en räkning med en " "betalning." -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." @@ -10136,11 +10140,11 @@ msgstr "" "Fakturan eller räkningen är nu markerad som :guilabel:`In payment` tills den" " har stämts av mot motsvarande kontoutdrag." -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "Batch-betalning" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -10160,19 +10164,19 @@ msgstr "" "listvyn över betalningar kan du välja och gruppera flera betalningar i en " "batch genom att klicka på :menuselection:`Aktion --> Skapa batchbetalning`." -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`betalningar/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`betalningar/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "Matchning av betalningar" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -10194,7 +10198,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "Betalningar matchande meny i rullgardinsmenyn." -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -10204,11 +10208,11 @@ msgstr "" "inte stämmer, finns det ett återstående saldo. Detta måste antingen stämmas " "av vid ett senare tillfälle eller skrivas av direkt." -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "Matchning av batchbetalningar" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -10230,11 +10234,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "Alternativet för avstämning av batchbetalningar." -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "Registrera en delbetalning" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -10259,11 +10263,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "Delbetalning av en faktura eller räkning." -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "Stämma av betalningar mot kontoutdrag" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -11741,6 +11745,7 @@ msgid "Compatible check stationery for printing checks" msgstr "Kompatibla checkpapper för utskrift av checkar" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Förenta staterna" @@ -12287,11 +12292,11 @@ msgstr "" "Balansräkningen** visar en ögonblicksbild av organisationens tillgångar, " "skulder och eget kapital per ett visst datum." -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Resultaträkning" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -12301,11 +12306,11 @@ msgstr "" "organisations nettoinkomst, genom att dra av kostnader från intäkter för " "rapportperioden." -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Sammanfattning" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." @@ -12313,7 +12318,7 @@ msgstr "" "**Sammanfattningen** ger en snabb överblick över alla viktiga siffror som du" " behöver för att driva ditt företag." -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" @@ -12321,15 +12326,15 @@ msgstr "" "I mycket enkla termer är detta vad var och en av artiklarna i detta avsnitt " "rapporterar :" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**Prestanda:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**Bruttovinstmarginal:**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." @@ -12338,11 +12343,11 @@ msgstr "" "direkta kostnader som behövs för att göra dessa försäljningar (t.ex. arbete," " material etc.)." -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**Nettovinstmarginal:**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -12354,11 +12359,11 @@ msgstr "" " omkostnader som ditt företag har (saker som hyra, el, skatter som du måste " "betala som ett resultat av denna försäljning)." -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**Avkastning på investeringen (p.a.):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." @@ -12366,15 +12371,15 @@ msgstr "" "Förhållandet mellan nettovinsten och de tillgångar som företaget använde för" " att göra denna vinst." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**Position:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**Genomsnittliga debitordagar:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." @@ -12382,11 +12387,11 @@ msgstr "" "Det genomsnittliga antalet dagar det tar för dina kunder att betala dig " "(fullt ut), för alla dina kundfakturor." -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**Genomsnittliga kreditdagar:**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." @@ -12394,11 +12399,11 @@ msgstr "" "Det genomsnittliga antalet dagar det tar för dig att betala dina " "leverantörer (fullt ut) för alla dina räkningar." -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**Kortsiktig likviditetsprognos:**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -12408,11 +12413,11 @@ msgstr "" "under nästa månad, dvs. saldot på ditt **Säljkonto** för månaden minus " "saldot på ditt **Inköpskonto** för månaden." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**Omsättningstillgångar till skulder:**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -12424,11 +12429,11 @@ msgstr "" "skulder (skulder som förfaller till betalning under nästa år). Detta används" " vanligtvis som ett mått på ett företags förmåga att betala sina skulder." -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Huvudbok" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -12443,11 +12448,11 @@ msgstr "" "för att kontrollera alla transaktioner som inträffat under en viss " "tidsperiod." -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Åldersbetingad skuld" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " @@ -12457,11 +12462,11 @@ msgstr "" "räkningar, kreditnotor och överbetalningar som du är skyldig, och hur länge " "dessa har varit obetalda." -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Upparbetad fordran" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." @@ -12469,11 +12474,11 @@ msgstr "" "Rapporten **Avskrivna fordringar** visar de försäljningsfakturor som väntade" " på betalning under en vald månad och flera månader tidigare." -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Kassaflödesanalys" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -12483,12 +12488,12 @@ msgstr "" " resultat påverkar likvida medel och delar upp analysen i löpande " "verksamhet, investerings- och finansieringsverksamhet." -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Skattedeklaration" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -16351,6 +16356,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -22079,6 +22084,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "Installation av moduler" @@ -24507,6 +24513,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -24675,6 +24682,7 @@ msgstr "GST Inköp" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -25548,6 +25556,7 @@ msgstr "`Stripe Terminal `_" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Löner" @@ -27803,6 +27812,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "Kontantrabatt" @@ -27826,6 +27836,7 @@ msgstr "" "fakturering)`." #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" @@ -29230,6 +29241,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Kreditnotor" @@ -36164,7 +36176,7 @@ msgid "2-digits comparison" msgstr "2-siffrig jämförelse" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Mall" @@ -39607,7 +39619,21 @@ msgstr "" " den laddas upp till **GST-portalen** genom att klicka på :guilabel:`GSTR-1 " "Report`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -39621,7 +39647,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "GSTR-1 i sändningsstatus" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -39637,7 +39663,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "GSTR-1 i väntan på status" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -39649,7 +39675,7 @@ msgstr "" " några av fakturorna inte är korrekt ifyllda för att kunna bekräftas av " "**GST-portalen**;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -39661,7 +39687,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "GSTR-1 Skickad" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -39681,7 +39707,7 @@ msgstr "GSTR-1 Fel i faktura" msgid "GSTR-1 Error in Invoice Log" msgstr "GSTR-1 Fel i fakturaloggen" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -39695,11 +39721,11 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "GSTR-1 i arkiverad status" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "Ta emot GSTR-2B" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" @@ -39707,7 +39733,7 @@ msgstr "" "Användare kan hämta **GSTR-2B-rapporten** från **GST-portalen**. Detta " "stämmer automatiskt av **GSTR-2B**-rapporten med dina Odoo-fakturor;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -39724,7 +39750,7 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "GSTR-2B i väntan på mottagande" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " @@ -39734,7 +39760,7 @@ msgstr "" "Processed`. Det betyder att Odoo stämmer av **GSTR-2B**-rapporten med dina " "Odoo-fakturor;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" @@ -39742,7 +39768,7 @@ msgstr "" "När det är gjort ändras statusen för **GSTR-2B**-rapporten till antingen " ":guilabel:`Matchad` eller :guilabel:`Delvis matchad`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "Om status är :guilabel:`Matched`:" @@ -39750,7 +39776,7 @@ msgstr "Om status är :guilabel:`Matched`:" msgid "GSTR-2B Matched" msgstr "GSTR-2B matchad" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -39768,12 +39794,12 @@ msgstr "GSTR-2B delvis matchad" msgid "GSTR-2B Reconciled Bills" msgstr "GSTR-2B Avstämda räkningar" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "GSTR-3-rapport" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " @@ -39783,7 +39809,7 @@ msgstr "" "av **försäljning** och **inköp**. Denna rapport genereras automatiskt genom " "att extrahera information från **GSTR-1** och **GSTR-2**." -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" @@ -39793,7 +39819,7 @@ msgstr "" "finns tillgänglig på **GST-portalen** för att kontrollera om de stämmer " "överens genom att klicka på :guilabel:`GSTR-3 Report`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -39807,7 +39833,7 @@ msgstr "" msgid "GSTR-3" msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -39821,7 +39847,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "GSTR-3 Postinmatning" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -39832,15 +39858,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "GSTR-3 inlämnad" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "Skatterapporter" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "GSTR-1-rapport" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -39856,27 +39882,27 @@ msgstr "" msgid "GSTR-1 Report" msgstr "GSTR-1-rapport" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "Rapporten :guilabel:`GSTR-3` innehåller olika avsnitt:" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" "Uppgifter om inkommande och utgående leveranser som omfattas av en **omvänd " "avgift**;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "Berättigad :abbr:`ITC (Income Tax Credit)`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" "Värden för **undantagen**, **nollklassad** och **icke-GST** inkommande " "leverans;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" "Uppgifter om leveranser mellan delstater till **ej registrerade** personer." @@ -41695,260 +41721,650 @@ msgstr "Kenya" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -":ref:`Installera ` följande moduler för att få alla " -"funktioner i den kenyanska lokaliseringen:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" -msgstr ":guilabel:`Kenyanska - Redovisning`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "`l10n_ke`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" -"Genom att installera denna modul får du tillgång till listan över konton som" -" används i den lokala GAAP och listan över gemensamma skatter (moms, etc.)." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr ":guilabel:`Kenyanska - Redovisningsrapporter`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" -msgstr "`l10n_ke_reports`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -"Genom att installera denna modul får du tillgång till förbättrade " -"redovisningsrapporter för Kenya, t.ex. resultat- och balansräkningar." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 -msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 +msgid "" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" -"Du måste också installera paketet **Kenya Tremol Device EDI Integration** " -"för att kunna rapportera dina skatter till **Kenya Revenue Authority (KRA)**" -" med hjälp av Tremol G03-kontrollenheten:" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr ":guilabel:`Kenya Tremol Device EDI Integration`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" -msgstr "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -"Installationen av denna modul integreras med den kenyanska styrenheten G03 " -"Tremol för att rapportera skatter till KRA via TIMS." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" -msgstr "De tre modulerna för Kenya Fiscal Localization Package på Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" -msgstr "Kenyansk TIMS-integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -"Kenya Revenue Authority (KRA) har beslutat att digitalisera skatteuppbörden " -"genom **Tax Invoice Management System (TIMS)**. Från och med den 1 december " -"2022 ska alla momsregistrerade personer använda TIMS. Målet är att minska " -"momsbedrägerier, öka skatteintäkterna och öka efterlevnaden av momsreglerna " -"genom standardisering, validering och överföring av fakturor till KRA i " -"realtid eller nära realtid." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" -"Alla momsregistrerade skattebetalare bör använda ett **kompatibelt " -"skatteregister**. Odoo beslutade att utveckla integrationen av **Tremol G03 " -"Control Unit (typ C)**, som kan köras lokalt via USB. Denna enhet validerar " -"fakturor för att säkerställa att finansiella dokument uppfyller de nya " -"reglerna och skickar de bekräftade skattefakturorna direkt till KRA. " -"Installation av en proxyserver som utgör en gateway mellan användare och " -"internet krävs." #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" -msgstr "Installera proxyservern på en Windows-enhet" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" -"Gå till `odoo.com/download `_, fyll i " -"den information som krävs och klicka på :guilabel:`Download`." #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" -msgstr "Installera proxyservern på en Windows-enhet" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 -msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +msgid "List of fetched OSCU codes." msgstr "" -"När den har laddats på din dator öppnas en guide. Du måste läsa och godkänna" -" villkoren i avtalet. På nästa sida väljer du :guilabel:`typ av " -"installation: Odoo IoT`. Klicka sedan på :guilabel:`Nästa` och " -":guilabel:`Installera`. När installationen är klar klickar du på " -":guilabel:`Next`. Markera rutan :guilabel:`Start Odoo` för att automatiskt " -"omdirigeras till Odoo, och klicka sedan på :guilabel:`Finish`." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 -msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" msgstr "" -"En ny sida öppnas som bekräftar att din :doc:`IoT Box " -"<../../general/iot/config/connect>` är uppe och körs. Anslut din fysiska " -"enhet **Tremol G03 styrenhet (typ C)** till din bärbara dator via USB. I " -"avsnittet :guilabel:`IoT Device`, kontrollera att din Tremol G03 Control " -"Unit (typ C) visas, vilket bekräftar anslutningen mellan enheten och din " -"dator." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "Din IoT-box är igång och fungerar" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -"Om enheten inte upptäcks kan du försöka ansluta den igen eller klicka på " -"knappen :guilabel:`Restart` i det övre högra hörnet." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" -":doc:`Anslut en IoT-box till din databas <../../general/iot/config/connect>`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" -msgstr "Skicka data till KRA med hjälp av Tremol G03 styrenhet" +msgid "Notices" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -"Som en förutsättning, kontrollera att :ref:`Kenyan Accounting modules " -"` är installerade på din databas. Gå sedan" -" till :menuselection:`Redovisning --> Konfiguration --> Inställningar --> " -"Kenya TIMS Integration section`, och kontrollera att :guilabel:`control Unit" -" Proxy Address` matchar adressen till IoT-boxen." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -"För att skicka data till KRA, skapa en ny faktura genom att gå till " -":menuselection:`Redovisningspanelen --> Kundfakturarutan` och klicka på " -":guilabel:`Ny faktura`. När en ny faktura har bekräftats visas knappen " -":guilabel:`Skickafaktura till skatte-enheten`. Om du klickar på den skickas " -"fakturauppgifterna till enheten och från enheten till Skatteverket. Fältet " -":guilabel:`Kontrollnumret ` är nu ifyllt på din faktura och bekräftar att " -"informationen har skickats." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -"Fliken :guilabel:`Tremol G03 Fiscal Device` innehåller fält som fylls i " -"automatiskt när fakturan skickas till staten:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." -msgstr ":guilabel:`CU QR-kod`: Url från KRA-portalen som speglar en QR-kod." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." -msgstr ":guilabel:`CU Serial Number`: återspeglar enhetens serienummer." - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 -msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -":guilabel:`CU Signeringsdatum och tid`: Datum och tid då fakturan har " -"skickats till KRA." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 -msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -"Om du klickar på :guilabel:`Send and Print`, genereras en .pdf av fakturan. " -":guilabel:`Kenyan Fiscal Device Info` nämns på dokumentet." -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 +msgid "" +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 +msgid "" +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Fakturering" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" -"För att kontrollera att KRA har fått fakturainformationen, ta :guilabel:`CU " -"Invoice Number` och ange det i :guilabel:`Invoice Number Checker` avsnittet " -"på `Kenya Revenue Authority hemsida `_. " -"Klicka på :guilabel:`Validate` och se fakturans uppgifter." #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 msgid "Luxembourg" @@ -42210,6 +42626,7 @@ msgstr "" "*Sign*-applikationen är installerad." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Krav" @@ -46118,6 +46535,7 @@ msgstr "" "|SUNAT|." #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "Obligatorisk information" @@ -49563,6 +49981,1423 @@ msgstr "" "Under denna process visas inte längre knappen :guilabel:`Connect to HMRC` " "för andra företag med säte i Storbritannien." +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Anställningsavtal" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Vietnam" @@ -51372,11 +53207,11 @@ msgstr "" "Efter **30 dagar** annulleras transaktionen **automatiskt** av " "Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "ACH-betalningar (endast USA)" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." @@ -51384,7 +53219,7 @@ msgstr "" ":abbr:`ACH (automated clearing house)` är ett system för elektronisk " "överföring av pengar som används mellan bankkonton i USA." -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -51404,7 +53239,7 @@ msgstr "" "(:guilabel:`⛭`) och välj :guilabel:`Duplicera`. Ändra leverantörens namn för" " att skilja de båda versionerna åt (t.ex. `Authorize.net - Banks`)." -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." @@ -51413,15 +53248,15 @@ msgstr "" ":guilabel:`Enabled` för ett vanligt konto eller :guilabel:`Test Mode` för " "ett sandlåda-konto." -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "Importera ett Authorize.Net-utdrag" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "Exportera från Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "Exportera ett utdrag:" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "Logga in på Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" "Gå till :menyval:`Konto --> Avräkningar --> eCheck.Net Avräkningsnota`." -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." @@ -51455,7 +53290,7 @@ msgstr "" "batchavräkning. Alla transaktioner inom de två batchavräkningarna kommer att" " exporteras till Odoo." -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -51473,7 +53308,7 @@ msgstr "Välja Authorize.Net-transaktioner att importera" msgid "Settlement batch of an Authorize.Net statement" msgstr "Avräkningssats för ett Authorize.Net-utdrag" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." @@ -51481,15 +53316,15 @@ msgstr "" "I det här fallet hör årets första parti (01/01/2021) till avräkningen den " "31/12/2020, så **öppningen** avräkningen är från den 31/12/2020." -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "När uppgifterna finns i arket :guilabel:`Report 1 Download`:" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "Gå till fliken :guilabel:`Transaction Search` på Authorize.Net." -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" @@ -51499,11 +53334,11 @@ msgstr "" "intervallet av batchavräkningsdatum i fälten :guilabel:`From:` och " ":guilabel:`To:` och klickar på :guilabel:`Search`." -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "När listan har genererats klickar du på :guilabel:`Download to File`." -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " @@ -51513,7 +53348,7 @@ msgstr "" "svar/Kommaseparerade`, aktiverar :guilabel:`Inkludera kolumnrubriker` och " "klickar på :guilabel:`Sänd`." -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " @@ -51523,7 +53358,7 @@ msgstr "" "den i :guilabel:`Report 2 Download`-arket i :ref:`Excel import template " "`." -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -51539,7 +53374,7 @@ msgstr "" ":guilabel:`transit för rapport 1` eller :guilabel:`2` arken och klistra in " "den på de tomma raderna." -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." @@ -51547,19 +53382,19 @@ msgstr "" "För att få rätt utgående balans, **ta inte bort** någon rad från Excel-" "arket." -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "Importera till Odoo" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "För att importera data till Odoo:" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "Öppna :ref:`Excel importmall `." -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " @@ -51569,7 +53404,7 @@ msgstr "" "special* för att bara klistra in värdena i arket :guilabel:`Odoo Import to " "CSV`." -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -51581,12 +53416,12 @@ msgstr "" " som sådana, gå till :menuselection:`Authorize.Net --> Account --> " "Statements --> eCheck.Net Settlement Statement`." -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" "Leta efter :guilabel:`Charge Transaction/Chargeback`, och klicka på den." -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " @@ -51596,7 +53431,7 @@ msgstr "" "arket :guilabel:`Odoo Import to CSV` och lägg till `Chargeback /` före " "beskrivningen." -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " @@ -51606,7 +53441,7 @@ msgstr "" "` för varje faktura och kopiera/klistra in " "beskrivningen i varje respektive :guilabel:`Label` rad." -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -51618,7 +53453,7 @@ msgstr "" msgid "Chargeback description" msgstr "Beskrivning av debitering" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " @@ -51628,7 +53463,7 @@ msgstr "" "ändra formatet på kolumnen :guilabel:`Amount` i arket :guilabel:`Odoo Import" " to CSV` till *Number*." -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " @@ -51638,7 +53473,7 @@ msgstr "" "for a Transaction` och sök igen efter de tidigare använda " "batchavräkningsdatumen." -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " @@ -51648,7 +53483,7 @@ msgstr "" "betalningsdatumen som finns i kolumnen :guilabel:`Date` i :guilabel:`Odoo " "Import to CSV`." -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." @@ -51656,7 +53491,7 @@ msgstr "" "Om det inte matchar, ersätt datumet med det från eCheck.Net. Sortera " "kolumnen efter *datum*, och kontrollera att formatet är `MM/DD/YYYY`." -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " @@ -51665,7 +53500,7 @@ msgstr "" "Kopiera data - inklusive kolumnrubriker - från :guilabel:`Odoo Import to " "CSV`-arket, klistra in det i en ny Excel-fil och spara den i CSV-format." -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -51677,7 +53512,7 @@ msgstr "" ":menuselection:`Favoriter --> Importera poster --> Ladda fil`. Välj CSV-" "filen och ladda upp den i Odoo." -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/sv/LC_MESSAGES/general.po b/locale/sv/LC_MESSAGES/general.po index 619480c50..d314e1380 100644 --- a/locale/sv/LC_MESSAGES/general.po +++ b/locale/sv/LC_MESSAGES/general.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Jakob Krabbe , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" @@ -4175,18 +4175,15 @@ msgstr "E-postmeddelandet skickas inte" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" -"Den första indikatorn på att ett e-postmeddelande inte har skickats är att " -"det finns en röd :guilabel:`✉️ (envelope)` ikon, bredvid datum och tid för " -"meddelandet, i chatter." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "Röd kuvert-ikon visas i chatter." -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -4199,11 +4196,11 @@ msgstr "" "Osända e-postmeddelanden visas i turkos, medan skickade e-postmeddelanden " "visas i grått." -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "Vanliga felmeddelanden" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "Daglig gräns uppnådd" @@ -4211,7 +4208,7 @@ msgstr "Daglig gräns uppnådd" msgid "Warning in Odoo upon email limit reached." msgstr "Varning i Odoo när e-postgränsen har nåtts." -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -4223,11 +4220,11 @@ msgstr "" "gäller även Odoo, som begränsar en kunds utskick för att förhindra att Odoos" " e-postservrar svartlistas." -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "Här är standardgränserna för nya databaser:" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." @@ -4235,15 +4232,17 @@ msgstr "" "**200 e-postmeddelanden per dag** för Odoo Online- och Odoo.sh-databaser med" " en aktiv prenumeration." -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "**20 e-postmeddelanden per dag** för gratis databaser med en app." - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." -msgstr "**50 e-postmeddelanden per dag** för rättegångsdatabaser." +msgid "**50 emails per day** for one-app free and trial databases." +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." @@ -4251,27 +4250,25 @@ msgstr "" "Vid migrering kan den dagliga gränsen återställas till 50 e-postmeddelanden " "per dag." -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "Om den dagliga gränsen uppnås:" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -"Kontakta Odoos supportteam, som kan höja den dagliga gränsen beroende på " -"följande faktorer:" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "Hur många användare finns det i databasen?" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "Vilka appar är installerade?" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " @@ -4280,7 +4277,7 @@ msgstr "" "Bounce rate: andelen e-postadresser som inte fick några e-postmeddelanden " "eftersom de returnerades av en e-postserver på väg till slutmottagaren." -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " @@ -4290,7 +4287,7 @@ msgstr "" "e-postgräns (se motsvarande :doc:`email documentation " "`)." -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -4303,7 +4300,7 @@ msgstr "" " --> E-post --> E-post`, klicka sedan på :guilabel:`Retry` knappen bredvid " "ett oskickat e-postmeddelande." -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -4317,26 +4314,20 @@ msgstr "" "Detta kan mildras genom att ta emot :ref:`notifieringar i Odoo " "`, istället för e-postmeddelanden." -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "SMTP-fel" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -"SMTP-felmeddelanden (Simple Mail Transport Protocol) förklarar varför ett " -"e-postmeddelande inte överfördes korrekt. :abbr:`SMTP (Simple Mail Transport" -" Protocol)` är ett protokoll som beskriver e-poststrukturen och överför data" -" från meddelanden över Internet. De felmeddelanden som genereras av " -"e-posttjänster är användbara verktyg för att diagnostisera och felsöka " -"e-postproblem." -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -4349,21 +4340,17 @@ msgstr "" "mta4471.mail.bf1.yahoo.com --- Under denna rad finns en kopia av " "meddelandet.`" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -"Felsökningsmenyn kan användas för att undersöka problem med SMTP-sändningar " -"från en databas. För att komma åt menyn måste :ref:`utvecklarläge " -"` vara aktiverat. När det är aktiverat, navigera till " -":menuselection:`Debug Menu` längst upp till höger i menyraden (:guilabel:`🐞 " -"(bug)` ikonen), :menuselection:`Debug Menu --> Manage Messages`" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," @@ -4373,7 +4360,7 @@ msgstr "" "skickats i en viss post. I varje meddelande finns information om sändningen," " inklusive meddelandets typ och undertyp." -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -4385,7 +4372,7 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "Menyalternativet Hantera meddelanden i felsökningsmenyn." -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." @@ -4393,11 +4380,11 @@ msgstr "" "En användare måste vara på en vy i Odoo som har en chatter för att " "menyalternativet :guilabel:`Manage Messages` ska visas." -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "Inget fel populerat" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -4409,7 +4396,7 @@ msgstr "" "policy för studsade e-postmeddelanden, och det är inte alltid möjligt för " "Odoo att tolka det korrekt." -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" @@ -4419,7 +4406,7 @@ msgstr "" " inte att kontakta `Odoo Support `_ för att få " "hjälp med att hitta en orsak." -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4438,40 +4425,29 @@ msgstr "" ":menuselection:`Inställningsapp --> Teknisk meny --> Parametrar --> " "Systemparametrar`." -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "E-post skickas sent" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"E-postkampanjer skickas vid en schemalagd tidpunkt med hjälp av en " -"fördröjning som är förprogrammerad i databasen. Odoo använder en fördröjd " -"uppgift för att skicka e-postmeddelanden som anses vara \"inte brådskande\" " -"(nyhetsbrevformat, till exempel: massutskick, automatisering av " -"marknadsföring och evenemang). Systemverktyget **cron** kan användas för att" -" schemalägga program så att de körs automatiskt vid förutbestämda intervall." -" Odoo använder denna policy för att undvika att överbelasta e-postservrarna " -"och istället prioritera individuell kommunikation. Denna **cron** kallas " -":guilabel:`Mail: Email Queue Manager`, och kan nås i :ref:`utvecklarläge " -"` genom att gå till :menuselection:`Inställningar app --> " -"Teknisk meny --> Automation --> Schemalagda åtgärder`." #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "E-post schemalagd för att skickas senare." -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." @@ -4479,7 +4455,7 @@ msgstr "" "Vad är en **cron**? En cron är en åtgärd som Odoo kör i bakgrunden för att " "utföra viss kod för att slutföra en uppgift." -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4495,7 +4471,7 @@ msgstr "" "Email Queue Manager`, och fortsätt att göra eventuella nödvändiga " "justeringar." -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " @@ -4505,27 +4481,23 @@ msgstr "" "annan, t.ex. försäljningsorder, fakturor, inköpsorder etc.) skickas " "omedelbart." -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "Inkommande e-post" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -"När det är problem med inkommande e-postmeddelanden kanske det inte finns " -"någon indikation i Odoo. Det är den e-postklient som försöker kontakta en " -"databas som får ett returmeddelande (oftast ett :guilabel:`550: mailbox " -"unavailable` felmeddelande)." -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "E-postmeddelandet tas inte emot" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." @@ -4533,13 +4505,13 @@ msgstr "" "Vilka åtgärder som bör vidtas beror på vilken Odoo-plattform som databasen " "är hostad på." -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" "**Odoo.sh**-användare kan hitta sina live-loggar i mappen :file:`~/logs/`." -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4555,7 +4527,7 @@ msgstr "" "loggar som indikerar att meddelandet försökte skicka upprepade gånger. " "Loggar visar varje åtgärd till e-postservrarna från databasen." -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " @@ -4566,7 +4538,7 @@ msgstr "" "innehåller loggar för databasen. Loggfilerna skapas varje dag kl. 5:00 " "(UTC)." -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " @@ -4576,7 +4548,7 @@ msgstr "" "dagarna komprimeras, för att spara utrymme. Namnen på filerna för idag och " "igår är: :file:`odoo.log` respektive :file:`odoo.log.1`." -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " @@ -4586,7 +4558,7 @@ msgstr "" "Använd kommandot :command:`grep` och :command:`zgrep` (för de komprimerade " "filerna) för att söka igenom filerna." -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." @@ -4595,7 +4567,7 @@ msgstr "" "instrumentpanelen, se :ref:`den här administrationsdokumentationen " "`." -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." @@ -4603,7 +4575,7 @@ msgstr "" "Mer information om hur du får tillgång till loggar via kommandoraden finns i" " :ref:`den här utvecklardokumentationen `." -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" @@ -4613,11 +4585,11 @@ msgstr "" " Support `_ kontaktas om det är ett återkommande " "problem med samma klient eller domän." -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "Få hjälp från Odoo support" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " @@ -4627,7 +4599,7 @@ msgstr "" "information som möjligt. Här är en lista över vad som kan vara till hjälp " "när du kontaktar Odoo Support-teamet om ett problem:" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4644,7 +4616,7 @@ msgstr "" " sättet för Odoo Support-teamet att undersöka det att lägga till det i Odoo " "Support-ärendet." -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" @@ -4652,7 +4624,7 @@ msgstr "" "`Gmail-dokumentation om rubriker " "`_" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" @@ -4671,15 +4643,15 @@ msgstr "" "e-postmeddelanden i Odoo. Här är exempel på frågor vars svar kan vara " "användbara:" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "Är detta ett meddelande om att ett svar har mottagits i Odoo?" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "Är detta ett meddelande som skickas från Odoo-databasen?" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" @@ -4687,17 +4659,17 @@ msgstr "" "Används en server för inkommande e-post, eller omdirigeras e-postmeddelandet" " på något sätt?" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" "Finns det något exempel på ett e-postmeddelande som har vidarebefordrats på " "ett korrekt sätt?" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "Ge svar på följande frågor:" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" @@ -4705,7 +4677,7 @@ msgstr "" "Är det ett allmänt problem eller är det specifikt för ett användningsfall? " "Om det är specifikt för ett användningsfall, vilket är det exakt?" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " @@ -4714,21 +4686,15 @@ msgstr "" "Fungerar det som förväntat? Om e-postmeddelandet skickas med Odoo, ska " "studsmailet nå Odoo-databasen och visa :ref:`red envelope `." -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" -"För att databasen skall kunna ta emot bounce-meddelanden på ett korrekt sätt" -" måste bounce-systemparametern ställas in i de tekniska inställningarna. För" -" att komma åt denna inställning, gå till :menuselection:`Inställningar app " -"--> Teknisk meny --> Parametrar --> Systemparametrar`. Välj sedan " -"parameternamnet :guilabel:`mail.bounce.alias` och sätt värdet till `bounce` " -"om det inte redan är inställt." #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" diff --git a/locale/sv/LC_MESSAGES/hr.po b/locale/sv/LC_MESSAGES/hr.po index 98c688b44..ae9b54c2e 100644 --- a/locale/sv/LC_MESSAGES/hr.po +++ b/locale/sv/LC_MESSAGES/hr.po @@ -9,19 +9,19 @@ # lynnliuying , 2024 # Robert Frykelius , 2024 # Chrille Hedberg , 2024 -# Anders Wallenquist , 2024 # Martin Trigaux, 2024 # Jakob Krabbe , 2024 # Martin Wilderoth , 2024 +# Anders Wallenquist , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Martin Wilderoth , 2024\n" +"Last-Translator: Anders Wallenquist , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -878,7 +878,7 @@ msgstr "" "markerade." #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "Fliken Färdigheter" @@ -962,7 +962,7 @@ msgstr "" " utvärderingen." #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "Boka ett möte" @@ -1171,179 +1171,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Rapporter" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" -"Applikationen *Appraisals* spårar två mätvärden i två olika rapporter: en " -":ref:`appraisal analysis `, och en :ref:`skills " -"evolution `." - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "Bedömning av analys" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" -"För att få tillgång till rapporten *Appraisal Analysis*, gå till " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. Detta visar en rapport över alla värderingar i databasen, " -"markerade i olika färger för att visa deras status." - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" -"Utvärderingar i gult är slutförda, utvärderingar i orange är pågående " -"(utvärderingen är bekräftad, men inte slutförd) och utvärderingar i grått är" -" planerade (enligt :ref:`appraisals/appraisal-plan`), men har inte " -"bekräftats ännu." - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" -"Rapporten visar som standard hela det aktuella året, grupperat efter " -"avdelning." - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" -"För att ändra kalendervyn som visas, ändra datuminställningarna längst upp " -"till vänster i rapporten. De alternativ som visas är :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month` och :guilabel:`Year`. Använd pilarna för" -" att gå framåt eller bakåt i tiden." - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" -"Du kan när som helst klicka på knappen :guilabel:`Today` för att presentera " -"kalendern så att dagens datum visas i vyn." - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" -"Rapporten kan ha andra filter och grupperingar i :guilabel:`Sök...`-fältet " -"högst upp." - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "En rapport som visar alla värderingar för rapporten Värderingsanalys." - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "Kompetensutveckling" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" -"För att få tillgång till rapporten *Skills Evolution*, gå till " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"Detta visar en rapport över alla färdigheter, grupperade efter anställd." - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" -"Som standard är alla rader i rapporten hopfällda. Om du vill visa detaljerna" -" för en rad klickar du på raden för att expandera data." - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "Varje färdighet har följande information listad:" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr ":guilabel:`Employee`: namn på den anställde." - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr ":guilabel:`Skill Type`: den kategori som färdigheten faller under." - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr ":guilabel:`Skill`: den specifika, individuella färdigheten." - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" -":guilabel:`Previous Skill Level`: den nivå som den anställde tidigare hade " -"uppnått för färdigheten." - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" -":guilabel:`Previous Skill Progress`: den tidigare procentandel av " -"kompetensen som uppnåtts för färdigheten (baserat på :guilabel:`Skill " -"Level`)." - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" -":guilabel:`Current Skill Level`: den aktuella nivå som den anställde har " -"uppnått för färdigheten." - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" -":guilabel:`Current Skill Progress`: den aktuella procentandelen av kompetens" -" som uppnåtts för färdigheten." - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" -":guilabel:`Justification`: eventuella anteckningar om färdigheten som " -"förklarar framstegen." - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "En rapport som visar alla färdigheter grupperade efter anställd." - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Mål" @@ -1528,6 +1362,268 @@ msgstr "" "klickar på knappen visas en grön :guilabel:`Done`-banner i det övre högra " "hörnet av målformuläret." +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Rapporter" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "Bedömning av analys" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "En rapport som visar alla värderingar för rapporten Värderingsanalys." + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "Kompetensutveckling" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "Varje färdighet har följande information listad:" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr ":guilabel:`Employee`: namn på den anställde." + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr ":guilabel:`Skill Type`: den kategori som färdigheten faller under." + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr ":guilabel:`Skill`: den specifika, individuella färdigheten." + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" +":guilabel:`Previous Skill Level`: den nivå som den anställde tidigare hade " +"uppnått för färdigheten." + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" +":guilabel:`Previous Skill Progress`: den tidigare procentandel av " +"kompetensen som uppnåtts för färdigheten (baserat på :guilabel:`Skill " +"Level`)." + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" +":guilabel:`Current Skill Level`: den aktuella nivå som den anställde har " +"uppnått för färdigheten." + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" +":guilabel:`Current Skill Progress`: den aktuella procentandelen av kompetens" +" som uppnåtts för färdigheten." + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "En rapport som visar alla färdigheter grupperade efter anställd." + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Närvaro" @@ -2147,7 +2243,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "Avskedsmeddelandet med alla anställdas utcheckningsinformation." #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Översikt" @@ -6749,9 +6845,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "Ange följande information på formuläret:" @@ -8337,134 +8433,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Produkter" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Varningar" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -8472,21 +8451,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -8495,7 +8474,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -8503,32 +8482,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -8543,15 +8522,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -9293,6 +9276,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Produkter" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -9906,7 +10014,6 @@ msgid "Salary information tab" msgstr "Fliken Löneinformation" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -10153,7 +10260,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "Avsnittet Allmän information" @@ -11566,7 +11673,7 @@ msgstr "" "tilldelas, med hjälp av rullgardinsmenyn." #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "Sektion för skyltar" @@ -11977,9 +12084,9 @@ msgstr ":doc:`löner/rapportering`" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -11993,19 +12100,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -12015,37 +12114,38 @@ msgid "" msgstr "" "Instrumentpanel för avtal som visar pågående avtal och avtal med problem." -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -12053,20 +12153,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -12075,34 +12176,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -12110,19 +12211,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -12130,73 +12231,112 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -"I detta avsnitt definieras de specifika löneuppgifterna. Detta avsnitt är " -"landsspecifikt, så beroende på var företaget är beläget kan dessa fält " -"variera." #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 -msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." msgstr "" +":guilabel:`CDD` är ett kontrakt med både ett startdatum och ett slutdatum." + +#: ../../content/applications/hr/payroll/contracts.rst:115 +msgid "" +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." +msgstr "" +":guilabel:`PFI` är ett belgiskt specifikt kontrakt som används vid " +"anställning av anställda som behöver utbildning, och täcker " +"utbildningsperioden specifikt." #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -12205,7 +12345,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -12214,50 +12354,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "Frivilliga flikar för ett nytt avtal." -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -"I avsnittet om avtalsinformation kan du lägga till och redigera ett avtal " -"samt skicka avtalet till den anställde för godkännande och underskrift." -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -12268,46 +12426,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -12317,11 +12475,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -12331,322 +12489,353 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "Avtalsdetaljer i valfria flikar för ett nytt avtal." -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" +"När redigeringarna är klara klickar du på knappen :guilabel:`Spara`. All " +"information för den valda avtalsmallen fylls i fälten på fliken " +":guilabel:`Löneinformation`. Ytterligare flikar, t.ex. :guilabel:`Personliga" +" dokument`, visas i förekommande fall." -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." -msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" +msgstr "Löneinformation" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." -msgstr "Ange en ny rad för varje typ av utmätning." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" +msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Erbjudanden" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" -msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" +msgstr "Spara och skicka avtalet" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." msgstr "" +"När ett avtal har skapats och/eller ändrats, spara avtalet genom att klicka " +"på knappen :guilabel:`Spara`. Därefter måste avtalet skickas till den " +"anställde för att undertecknas." + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" +msgstr "" +"Klicka på någon av följande knappar för att skicka avtalet till den " +"anställde:" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "Skicka kontraktet till den anställde via någon av knapparna." -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" +"Alla automatiska avdrag eller tilldelningar för en anställd, till exempel " +"underhållsbidrag och löneutmätning, kallas för *lönebilaga*. Detta avsnitt " +"är där alla dessa avdrag eller tilldelningar ställs in." + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" +msgstr "Fyll i följande fält på formuläret:" + +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:347 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -14660,11 +14849,11 @@ msgstr "" "Du kan när som helst återgå till en vy som innehåller den aktuella dagen " "genom att klicka på knappen :guilabel:`Today`." -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "Lägg till en ny arbetspost" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" @@ -14675,11 +14864,11 @@ msgstr "" ":guilabel:`New` på :guilabel:`Work Entry` instrumentpanelen, för att skapa " "en ny arbetspost." -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "Ett :guilabel:`Create` popup-formulär för arbetsuppgift visas." -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" @@ -14689,7 +14878,7 @@ msgstr "" "`Sick Time`. Om detta fält lämnas tomt fylls det i automatiskt när en " "anställd väljs. Standardinmatningen är `Närvaro: (Anställd)`." -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." @@ -14697,7 +14886,7 @@ msgstr "" ":guilabel:`Employee`: välj den anställde som arbetsposten är för, med hjälp " "av rullgardinsmenyn." -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." @@ -14705,7 +14894,7 @@ msgstr "" ":guilabel:`Work Entry Type`: välj :ref:`work entry type ` med hjälp av rullgardinsmenyn." -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." @@ -14713,7 +14902,7 @@ msgstr "" ":guilabel:`From` och :guilabel:`To`: ange start (:guilabel:`From`) och slut " "(:guilabel:`To`) datum och tid för arbetsposten." -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -14725,7 +14914,7 @@ msgstr "" "månad och år med hjälp av ikonerna :guilabel:`< (vänsterpil)` och " ":guilabel:`> (högerpil)` och klicka sedan på den aktuella dagen." -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " @@ -14734,7 +14923,7 @@ msgstr "" "Välj sedan tid genom att klicka på antingen tim- eller minutfälten längst " "ned i kalendern och välj önskad tid för både timme och minuter." -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." @@ -14742,7 +14931,7 @@ msgstr "" "När datum och tid är korrekta för posten klickar du på knappen " ":guilabel:`Apply`." -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " @@ -14752,7 +14941,7 @@ msgstr "" ":guilabel:`From`. Om du ändrar detta fält ändras :guilabel:`To`-fältet " "(:guilabel:`From`-fältet ändras inte)." -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -14764,11 +14953,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "Fylla i formuläret för arbetsposten Skapa i Odoo." -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Konflikter" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -14780,7 +14969,7 @@ msgstr "" "obligatoriska fält har lämnats tomma. Konflikter måste lösas innan " "lönebesked kan genereras." -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -14792,7 +14981,7 @@ msgstr "" ":menuselection:`Payroll app --> Arbetsuppgifter --> Arbetsposter`. Endast " "konflikter som behöver lösas visas som standard." -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -14808,7 +14997,7 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "En rad med konflikter, med en post som visar detaljer för konflikten." -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." @@ -14816,7 +15005,7 @@ msgstr "" "Konflikten förklaras kortfattat i en orange textruta i det :guilabel:`Öppna`" " popup-fönster som visas." -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -14829,7 +15018,7 @@ msgstr "" ":guilabel:`From` och :guilabel:`To`, samt den totala tiden (i timmar) i " "fältet :guilabel:`Duration`, visas på höger sida." -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -14844,11 +15033,11 @@ msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" "Popup-fönstret för detaljerad konflikt som visas när du klickar på Redigera." -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "Konflikter om ledighet" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " @@ -14859,7 +15048,7 @@ msgstr "" "arbetsuppgifter för den anställde (en för ledig tid och en annan för " "ordinarie arbete)." -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " @@ -14869,7 +15058,7 @@ msgstr "" "systemet för samma tid som det redan finns en ordinarie arbetspost, anges " "ledighetsansökan i fältet :guilabel:`Ledig tid`." -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." @@ -14877,11 +15066,11 @@ msgstr "" "Konflikten om ledig tid kan lösas antingen i popup-fönstret för inmatning av" " arbete eller i popup-fönstret för en detaljerad begäran om ledig tid." -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "Lösa på arbetsinmatning" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " @@ -14891,7 +15080,7 @@ msgstr "" "klickar du på knappen :guilabel:`Approve Time Off` för att godkänna " "ledighetsansökan och lösa konflikten för arbetsuppgifter." -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -14903,11 +15092,11 @@ msgstr "" "popup-fönstret. Konflikten försvinner från :guilabel:`Work Entry` " "instrumentpanelen, eftersom konflikten är löst." -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "Lösa begäran om ledig tid" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -14919,7 +15108,7 @@ msgstr "" ":guilabel:`Time Off`-raden, så visas detaljerna i ledighetsbegäran i ett " "nytt popup-fönster. Begäran kan ändras vid behov." -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -14933,7 +15122,7 @@ msgstr "" msgid "The detailed time off request form." msgstr "Det detaljerade formuläret för begäran om ledighet." -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." @@ -14941,7 +15130,7 @@ msgstr "" "Nu är knappen :guilabel:`Approve Time Off` dold och endast knappen " ":guilabel:`Refuse Time Off` är synlig." -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." @@ -14949,7 +15138,7 @@ msgstr "" "Om godkännandet var ett misstag kan begäran nekas här, genom att klicka på " "knappen :guilabel:`Refuse Time Off`." -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -14961,11 +15150,11 @@ msgstr "" "försvinner från :guilabel:`Work Entry` instrumentpanelen, eftersom den har " "lösts." -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "Återskapa arbetsposter" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " @@ -14975,7 +15164,7 @@ msgstr "" "lösta konflikter, över och arbetsuppgifter regenereras (eller återskapas) " "från de program som skapade dem." -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -14991,7 +15180,7 @@ msgstr "" "också är korrekta. Det är därför det rekommenderas att lösa dessa konflikter" " i de applikationer som skapade konflikten." -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" @@ -15001,7 +15190,7 @@ msgstr "" "arbetsuppgifter återskapas dyker konflikterna upp igen, om problemet i den " "relaterade applikationen **inte** har lösts." -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." @@ -15009,7 +15198,7 @@ msgstr "" "Se först till att problemen löses i de specifika applikationer som orsakade " "konflikterna med arbetsinmatningen." -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " @@ -15019,7 +15208,7 @@ msgstr "" ":guilabel:`Work Entries` instrumentpanelen, och ett :guilabel:`Work Entry " "Regeneration` popup-fönster visas." -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " @@ -15029,7 +15218,7 @@ msgstr "" "rullgardinsmenyn, och justera :guilabel:`From` och :guilabel:`To` fälten, så" " att rätt datumintervall visas." -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -15041,7 +15230,7 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "Återskapa en arbetsuppgift för en viss anställd." -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " @@ -15052,7 +15241,7 @@ msgstr "" "samtidigt. Detta bör åtgärdas i appen *Planering*, istället för i appen " "*Lön*." -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -15063,7 +15252,7 @@ msgstr "" "så att de endast är tilldelade en arbetsstation. I appen *Lön* skapar du " "sedan nya arbetsuppgifter för den anställde, för den specifika tidsperioden." -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" @@ -15073,11 +15262,11 @@ msgstr "" "*Planering* och återskapar de korrekta arbetsposterna för den anställde. " "Alla konflikter för den anställde är nu lösta." -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "Skapa lönebesked" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -15089,7 +15278,7 @@ msgstr "" "filtret :guilabel:`Conflicting` är borttaget. När önskad löneperiod visas " "klickar du på knappen :guilabel:`Generera lönebesked`." -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -15101,7 +15290,7 @@ msgstr "" "valda datumet innehåller datum i framtiden. Lös alla konflikter innan du " "genererar lönebesked." -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." @@ -15109,7 +15298,7 @@ msgstr "" "När du klickar på knappen :guilabel:`Generera lönebesked` visas en batchpost" " på en separat sida för den valda tidsperioden." -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." @@ -15117,7 +15306,7 @@ msgstr "" "Batchnamnet fyller i fältet :guilabel:`Batch Name` i ett standardformat " "`From (date) to (date)`." -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " @@ -15127,7 +15316,7 @@ msgstr "" ":guilabel:`Period`, och företaget visas i fältet :guilabel:`Company`. Det är" " **inte** möjligt att göra ändringar i detta formulär." -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." @@ -15135,7 +15324,7 @@ msgstr "" "Klicka på knappen :guilabel:`Create Draft Entry` för att skapa lönebeskeden " "för batchen." -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -15147,11 +15336,11 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "Information som visas vid generering av lönebesked." -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "Utskrift av lönebesked" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." @@ -15159,7 +15348,7 @@ msgstr "" "För att skriva ut lönebesked, visa först de individuella lönebeskeden genom " "att klicka på :guilabel:`Lönebesked` smart-knappen på batchformuläret." -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -15171,7 +15360,7 @@ msgstr "" " ska skrivas ut, eller klicka i rutan till vänster om kolumntiteln " ":guilabel:`Reference`, för att välja alla lönebesked i listan på en gång." -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -15183,7 +15372,7 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "Utskriftsknapp för utskrift av lönebesked." -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." @@ -15191,11 +15380,11 @@ msgstr "" "Knappen :guilabel:`Print` visas **inte** förrän minst ett lönebesked har " "valts i listan." -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "Ledigt för att rapportera" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -15207,7 +15396,7 @@ msgstr "" "*Lön*, som nås genom att navigera till :menuselection:`Lön app --> " "Arbetsuppgifter --> Ledighet att rapportera`." -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -15219,7 +15408,7 @@ msgstr "" "hade fått betalt för den dagen, och att den loggades som tid på arbetet, som" " en typisk arbetsdag." -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -15232,7 +15421,7 @@ msgstr "" "behovet av att göra om arbetsposter, annullera lönecheckar och utfärda " "lönecheckar på nytt." -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -15250,7 +15439,7 @@ msgstr "" "och utfärda lönebeskedet på nytt, tillåter Odoo att dessa " "ledighetsansökningar istället tillämpas på följande löneperiod." -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " @@ -15261,7 +15450,7 @@ msgstr "" " till rapport`. Standardfiltret för denna rapport är :guilabel:`Att skjuta " "upp`." -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -15278,11 +15467,11 @@ msgstr "" "En lista över alla ledighetsansökningar som inte godkändes innan " "lönebeskeden genererades." -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "Skjut upp flera tidsposter" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " @@ -15293,7 +15482,7 @@ msgstr "" "listan, klicka på rutan till vänster om :guilabel:`Medarbetare` " "kolumnrubriken, högst upp i listan." -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -15305,7 +15494,7 @@ msgstr "" ":guilabel:`(#) Selected` anger hur många poster som för närvarande är " "markerade." -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -15325,11 +15514,11 @@ msgstr "" "Åtgärdsknappen och # Valda-knapparna som visas efter att några val har " "gjorts." -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "Skjuta upp individuella ledighetsposter" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." @@ -15337,7 +15526,7 @@ msgstr "" "Begäran om ledighet som finns på listan :guilabel:`Time Off to Report` kan " "skjutas upp individuellt." -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." @@ -15345,7 +15534,7 @@ msgstr "" "Klicka på en enskild ledighetsförfrågan så laddas detaljerna för den " "förfrågan." -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" @@ -15355,7 +15544,7 @@ msgstr "" " den anställdes inskickade ledighetsansökningar visas på höger sida " "(inklusive ansökan i detaljerna på vänster sida)." -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -15369,7 +15558,7 @@ msgstr "" ":guilabel:`Payslip State` ändras från :guilabel:`To defer to next payslip` " "till :guilabel:`Computed in Current Payslip`." -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -15383,7 +15572,7 @@ msgid "" msgstr "" "Ledighetsdetaljerna för en individuell begäran som behöver skjutas upp." -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr ":ref:`Konfigurera arbetsuppgifter `" @@ -16089,7 +16278,6 @@ msgstr "" "sökandes kort." #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Ny" @@ -16225,7 +16413,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -16273,541 +16461,11 @@ msgstr "" "Skicka en anpassad enkät, även kallad ett intervjuformulär, till en sökande med hjälp av en\n" "förkonfigurerad mall." -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Avslag" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" -"En sökande kan när som helst i rekryteringsprocessen nekas att delta i " -"jobbansökan. För att neka en sökande klickar du på den sökandes kort för att" -" navigera till en detaljerad vy av den sökandes kort. Överst på den sökandes" -" kort finns det flera knappar. Klicka på den som är märkt " -":guilabel:`Refuse`." - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "E-postmall" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "Ny sökande" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Snabbt tillägg" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "Ange följande information på kortet:" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr ":guilabel:`Applicant's Name`: ange den sökandes namn." - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr ":guilabel:`Email`: ange den sökandes e-postadress." - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" -"Alla fält för ett nytt ansökningsformulär anges när du använder alternativet" -" Quick Add." - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" -"Vissa fält på sökandekortet kan vara förifyllda, beroende på hur " -"jobbpositionen är konfigurerad. Vanligtvis är :guilabel:`Jobb`-sektionen, " -"liksom :guilabel:`Recruiter`-fältet, alla förifyllda." - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" -"Ange följande information i formuläret för ny sökande. Observera att alla " -"fält som anges nedan kanske inte är synliga. Beroende på installerade " -"applikationer och konfigurationer kanske vissa fält inte visas." - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "Avsnitt om sökande" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr ":guilabel:`Telefonnummer`: ange den sökandes telefonnummer." - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr ":guilabel:`Mobile`: ange den sökandes mobilnummer." - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" -":guilabel:`Degree`: välj den sökandes högsta utbildningsnivå från " -"rullgardinsmenyn. Alternativen är :guilabel:`Graduate`, :guilabel:`Bachelor " -"Degree`, :guilabel:`Master Degree`, eller :guilabel:`Doctoral Degree`. " -"Alternativet :guilabel:`Graduate` anger att du har avlagt examen på den " -"högsta nivån före en kandidatexamen, t.ex. en high school- eller secondary " -"school-examen, beroende på land." - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" -":guilabel:`Recruiter`: välj den person som är ansvarig för hela " -"rekryteringsprocessen för jobbpositionen. Endast *användare* kan väljas, och" -" alla användare presenteras i rullgardinsmenyn för att välja mellan." - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "Jobbavsnitt" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" -"Följande fält är förifyllda när du skapar en ny sökande, så länge dessa fält" -" är angivna på Job Position. Det går att redigera fälten om så önskas." - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" -":guilabel:`Applied Job`: välj den tjänst som den sökande ansöker till från " -"rullgardinsmenyn." - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" -":guilabel:`Department`: välj den avdelning som jobbpositionen tillhör från " -"rullgardinsmenyn." - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "Avsnitt om kontrakt" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" -":guilabel:`Förväntad lön`: ange det belopp som den sökande begär för rollen " -"i detta fält. Siffran ska vara i formatet `XX,XXX.XX`. Valutan bestäms av " -"lokaliseringsinställningen för företaget." - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "Fliken Sammanfattning av ansökan" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" -"Eventuella ytterligare uppgifter eller anmärkningar som ska läggas till på " -"den sökandes kort kan skrivas in i detta fält." - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "Alla fält för ett nytt ansökningsformulär har fyllts i." - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "Initial kvalificering" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -16815,7 +16473,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -16823,11 +16481,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "Första intervjun" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -16843,7 +16501,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -16852,20 +16510,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -16874,7 +16532,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -16884,14 +16542,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -16899,7 +16557,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -16909,7 +16567,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -16917,7 +16575,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -16926,7 +16584,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -16939,7 +16597,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "Kalendervyn med information om hur du ändrar vilka möten som visas." -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -16948,17 +16606,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -16966,20 +16624,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -16987,14 +16645,14 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " @@ -17004,14 +16662,14 @@ msgstr "" "Standardmedarbetaren i listan är den person som skapar mötet. Lägg till så " "många andra personer som önskas." -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -17029,18 +16687,18 @@ msgstr "" "ändras. Varje kommando har ett annat popup-fönster. Följ instruktionerna för" " varje kommando för att slutföra inmatningen." -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -17048,7 +16706,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -17056,13 +16714,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -17073,14 +16731,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -17094,7 +16752,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -17105,11 +16763,11 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr ":guilabel:`Location`: ange platsen för mötet." -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." @@ -17118,7 +16776,7 @@ msgstr "" "rullgardinsmenyn. Det finns ingen gräns för hur många taggar som kan " "användas." -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -17127,7 +16785,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -17140,7 +16798,7 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." @@ -17148,7 +16806,7 @@ msgstr "" ":guilabel:`Organizer`: den anställde som skapade mötet fylls i i detta fält." " Använd rullgardinsmenyn för att ändra den valda medarbetaren." -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -17162,11 +16820,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "Ett nytt möteskort med alla uppgifter ifyllda och redo att sparas." -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "Skicka mötet till deltagarna" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -17174,7 +16832,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -17194,14 +16852,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "Ange informationen för att skicka händelsen via e-post." -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -17209,7 +16867,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -17217,7 +16875,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -17230,7 +16888,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "Skicka ett textmeddelande till deltagarna i mötet." -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -17242,11 +16900,11 @@ msgstr "" "IAP-krediter och planer finns i dokumentationen " ":doc:`../essentials/in_app_purchase`." -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "Andra intervjun" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -17260,7 +16918,7 @@ msgstr "" "eller klicka på :guilabel:`Second Interview` stegknappen högst upp på den " "individuella sökandes kort." -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -17269,11 +16927,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "Förslag till avtal" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -17282,7 +16940,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -17291,7 +16949,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -17300,11 +16958,11 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "Universella fält" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." @@ -17312,7 +16970,7 @@ msgstr "" "Följande fält visas för alla erbjudanden som skickas till sökande oavsett " "lokaliseringsinställningar." -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -17322,7 +16980,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -17330,19 +16988,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -17357,28 +17015,28 @@ msgstr "" "navigera till önskad månad och klicka sedan på :guilabel:`day` för att välja" " datum." -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr ":guilabel:`Årskostnad`: den årslön som erbjuds." -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "Skicka erbjudande" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -17388,7 +17046,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -17396,11 +17054,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -17417,42 +17075,42 @@ msgstr "" "Skicka ett e-postmeddelande till den sökande med en länk till den erbjudna " "lönen." -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "Kontrakt undertecknat" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -17470,13 +17128,13 @@ msgstr "" "Signed` stegknappen längst upp på den enskilda sökandes kort, och klicka på " ":guilabel:`Contract Signed`." -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -17487,11 +17145,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "Hired banner i övre högra hörnet av det sökande kortet." -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Skapa anställd" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -17500,13 +17158,350 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Snabbt tillägg" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "Ange följande information på kortet:" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr ":guilabel:`Email`: ange den sökandes e-postadress." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" +"Alla fält för ett nytt ansökningsformulär anges när du använder alternativet" +" Quick Add." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "Alla fält för ett nytt ansökningsformulär har fyllts i." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "Avsnitt om sökande" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr ":guilabel:`Telefonnummer`: ange den sökandes telefonnummer." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr ":guilabel:`Mobile`: ange den sökandes mobilnummer." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "Jobbavsnitt" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" +":guilabel:`Applied Job`: välj den tjänst som den sökande ansöker till från " +"rullgardinsmenyn." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" +":guilabel:`Department`: välj den avdelning som jobbpositionen tillhör från " +"rullgardinsmenyn." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "Avsnitt om kontrakt" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" +":guilabel:`Föreslagen lön`: ange det belopp som ska erbjudas den sökande för" +" rollen i detta fält. Siffran ska vara i formatet `XX,XXX.XX`." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" +"Eventuella ytterligare uppgifter eller anmärkningar som ska läggas till på " +"den sökandes kort kan skrivas in i detta fält." + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -17795,6 +17790,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "E-postmall" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Hänvisningar" @@ -17813,8 +18095,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -18098,7 +18380,7 @@ msgid "A friend form in edit mode." msgstr "Ett vänformulär i redigeringsläge." #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -18271,143 +18553,17 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Belöningar" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "Skapa belöningar" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "Ett ifyllt ersättningsformulär med alla uppgifter angivna." - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" -"Det rekommenderas att ange en :guilabel:`Kostnad` och lägga till en " -":guilabel:`Foto`. Om ingen kostnad anges kommer standardkostnaden att anges " -"som noll, vilket innebär att belöningen visas som gratis i belöningsbutiken." -" Om inget foto har valts kommer en platshållarikon att visas på " -"belöningssidan." - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "Lös in belöningar" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" -"När :guilabel:`OK` har klickats stängs popup-fönstret och de poäng som " -"användes för att köpa belöningen dras av från användarens tillgängliga " -"poäng. De belöningar som presenteras uppdateras nu för att återspegla " -"användarens aktuella tillgängliga poäng." - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" -"Köp-knappen visas under en mugg- och ryggsäcksbelöning, medan cykelbelöningen anger hur\n" -"många fler belöningspoäng som behövs för att lösa in." - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Nivåer" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " @@ -18417,7 +18573,7 @@ msgstr "" "används enbart för att lägga till prestationsnivåer som deltagarna kan " "sträva efter, vilket gör hänvisningar till spel för användaren." -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -18428,11 +18584,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "Ändra nivåer" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -18443,14 +18599,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -18461,7 +18617,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -18470,7 +18626,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -18483,18 +18639,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "En nivåform i redigeringsläge." -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "Nivå upp" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -18507,7 +18663,7 @@ msgstr "" ":guilabel:`Level up!` visas ovanför fotot och frasen :guilabel:`Click to " "level up!` visas under användarens foto och nuvarande nivå." -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -18519,7 +18675,7 @@ msgstr "" "användarens nivå. Användarens avatar ändras till den aktuella nivån, och " "ringen runt fotot uppdateras för att ange det aktuella antalet poäng." -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -18535,7 +18691,7 @@ msgstr "" "Ett \"Klicka för att gå upp i nivå!\" visas under användarens bild, och ett stort \"Gå upp i nivå!\" visas\n" "ovanför deras bild." -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " @@ -18545,108 +18701,7 @@ msgstr "" "samla poäng som kan lösas in mot belöningar, men de kan inte längre gå upp i" " nivå. Ringen runt deras foto är fortfarande cyan." -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "Två varningsbanners visas ovanför användarens foto." - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "Skapa en varning" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" -"Klicka på :guilabel:`Create` och ett tomt formulär laddas. Ange följande " -"information i formuläret:" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" -"Ett anmälningsformulär som är fullständigt ifyllt med alla val angivna." - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -18654,7 +18709,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -18670,7 +18725,7 @@ msgstr "" "t.ex. en direkt hänvisning, Facebook osv. Om en kanal inte visas i rapporten" " betyder det att det inte finns några hänvisningar från den kanalen." -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -18685,7 +18740,7 @@ msgstr "" "många totala poäng som erhölls och hur många poäng som gavs för nekade " "sökande." -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -18702,16 +18757,312 @@ msgstr "" " i rullgardinsmenyn, eller välj :guilabel:`New Spreadsheet`. Klicka på " ":guilabel:`Confirm` och det valda kalkylbladet laddas med den nya tabellen." -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "Två varningsbanners visas ovanför användarens foto." + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "Skapa en varning" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" +"Ett anmälningsformulär som är fullständigt ifyllt med alla val angivna." + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Belöningar" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "Skapa belöningar" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "Ett ifyllt ersättningsformulär med alla uppgifter angivna." + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "Lös in belöningar" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" +"När :guilabel:`OK` har klickats stängs popup-fönstret och de poäng som " +"användes för att köpa belöningen dras av från användarens tillgängliga " +"poäng. De belöningar som presenteras uppdateras nu för att återspegla " +"användarens aktuella tillgängliga poäng." + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" +"Köp-knappen visas under en mugg- och ryggsäcksbelöning, medan cykelbelöningen anger hur\n" +"många fler belöningspoäng som behövs för att lösa in." + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "Dela jobbpositioner" @@ -19549,10 +19900,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "Fyll i följande fält på formuläret:" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -20165,259 +20512,6 @@ msgstr "" "sjuktid." #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Administration" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" -"Statuskolumnen visar status för varje förfrågan, med status markerad i en " -"specifik färg." - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" -"Begäran om ledighet med filter-, grupperings- och statusavsnitten markerade." - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" -"Det är också möjligt att godkänna eller avslå begäran från detta formulär. " -"Klicka på knappen :guilabel:`Approve` för att godkänna, eller på knappen " -":guilabel:`Refuse` för att avslå begäran." - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" -"De standardfilter som är konfigurerade att användas när du navigerar till " -"listan :guilabel:`Allocations` är :guilabel:`My Team` och :guilabel:`Active " -"Employee`. Detta visar *endast* anställda i användarens team (som de " -"hanterar) och aktiva anställda. Inaktiva användare visas inte." - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" -"På vänster sida av skärmen finns olika grupperingsalternativ för att " -"begränsa de presenterade tilldelningsbegärandena." - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" -"Grupperingarna på vänster sida visar endast tilldelningsförfrågningar som " -"faller under standardfiltren :guilabel:`My Team` och :guilabel:`Active " -"Employee`. Endast status för allokeringsförfrågningar som faller under dessa" -" filter presenteras på vänster sida." - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" -"Om det t.ex. inte finns några förfrågningar med status :guilabel:`To " -"Submit`, visas inte det statusalternativet på vänster sida." - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" -"Alla avdelningar för användarens anställda visas i listan. Om det inte finns" -" några tilldelningsförfrågningar som faller under den avdelningen som " -"matchar de förkonfigurerade filtren är listan tom." - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" -"Det är alltid möjligt att ta bort något av de förkonfigurerade filtren genom" -" att klicka på :guilabel:`✖️ (remove)`-ikonen på det specifika filtret för " -"att ta bort det." - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "Tilldelningar med filter, grupperingar och statusavsnitt markerade." - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" -"Det är också möjligt att godkänna eller avslå begäran från detta formulär. " -"Klicka på knappen :guilabel:`Validate` för att godkänna, eller på knappen " -":guilabel:`Refuse` för att avvisa begäran." - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -20425,7 +20519,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -20433,7 +20527,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -20441,38 +20535,38 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." @@ -20480,7 +20574,7 @@ msgstr "" "Det antal dagar eller timmar som efterfrågas anges i förfrågan (om det finns" " tillräckligt med utrymme)." -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -20488,7 +20582,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -20500,190 +20594,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "Översikt över användarens team, med önskemål om ledighet." -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Instrumentpanel" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "Det aktuella året visas och den aktuella dagen är rödmarkerad." - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" -"Klicka på knappen :guilabel:`Today` om du när som helst vill ändra vyn till " -"en vy som innehåller aktuellt datum." - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" -"Översiktsvy över ledighet med teckenförklaring, ledighetssammanfattningar " -"och visningsknappar markerade." - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "Min lediga tid" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "Mina tilldelningar" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -20695,7 +20606,7 @@ msgstr "" "användarna se vilka anställda som tar ledigt, hur mycket ledighet de tar ut " "och vilka typer av ledighet som används." -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -20703,11 +20614,11 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "Av anställd" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." @@ -20715,21 +20626,21 @@ msgstr "" "För att se en rapport över anställdas ledighetsansökningar, gå till " ":menuselection:`Ledighetsapp --> Rapportering --> per anställd`." -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -20740,7 +20651,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -20752,7 +20663,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -20760,18 +20671,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "Efter typ" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -20783,13 +20694,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -20797,7 +20708,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -20805,7 +20716,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -20813,10 +20724,506 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Administration" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" +"Statuskolumnen visar status för varje förfrågan, med status markerad i en " +"specifik färg." + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" +"Begäran om ledighet med filter-, grupperings- och statusavsnitten markerade." + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "Tilldelningar med filter, grupperingar och statusavsnitt markerade." + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" +"Det är också möjligt att godkänna eller avslå begäran från detta formulär. " +"Klicka på knappen :guilabel:`Validate` för att godkänna, eller på knappen " +":guilabel:`Refuse` för att avvisa begäran." + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Instrumentpanel" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" +"Översiktsvy över ledighet med teckenförklaring, ledighetssammanfattningar " +"och visningsknappar markerade." + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "Min lediga tid" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "Mina tilldelningar" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "Begär ledighet" diff --git a/locale/sv/LC_MESSAGES/inventory_and_mrp.po b/locale/sv/LC_MESSAGES/inventory_and_mrp.po index 68492f055..dfdf0b4e4 100644 --- a/locale/sv/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/sv/LC_MESSAGES/inventory_and_mrp.po @@ -7,23 +7,23 @@ # Martin Trigaux, 2024 # Daniel Osser , 2024 # Chrille Hedberg , 2024 -# Simon S, 2024 # Kim Asplund , 2024 +# Lasse L, 2024 # Kristoffer Grundström , 2024 # Leif Persson , 2024 # Mikael Åkerberg , 2024 -# Lasse L, 2024 -# Anders Wallenquist , 2024 # Jakob Krabbe , 2024 +# Anders Wallenquist , 2024 +# Simon S, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Jakob Krabbe , 2024\n" +"Last-Translator: Simon S, 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1849,9 +1849,8 @@ msgstr ":guilabel:`Lot` on Detailed Operations pop-up" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1862,6 +1861,7 @@ msgstr ":guilabel:`Lot` on Detailed Operations pop-up" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1877,7 +1877,7 @@ msgstr ":guilabel:`Lot` on Detailed Operations pop-up" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1887,11 +1887,14 @@ msgstr ":guilabel:`Lot` on Detailed Operations pop-up" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Konfiguration" @@ -4492,19 +4495,15 @@ msgstr "" msgid "Reordering rules" msgstr "Regler för omordning" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -"Regler för omprioritering används för att hålla prognostiserade lagernivåer " -"över en viss tröskel utan att överskrida en angiven övre gräns. Detta " -"åstadkoms genom att ange en minimikvantitet som lagret inte får understiga " -"och en maximikvantitet som lagret inte får överstiga." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4520,7 +4519,7 @@ msgstr "" "tillverkningsorder (MO). Detta gäller oavsett vilken påfyllningsväg som " "valts." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" @@ -4528,7 +4527,7 @@ msgstr "" "Handledning för `Odoo: Regler för automatisk omordning " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" @@ -4536,11 +4535,11 @@ msgstr "" "Handledning för `Odoo: Regler för manuell omordning " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "Konfigurera produkter för ombeställningsregler" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -4552,7 +4551,7 @@ msgstr "" "app --> Products --> Products`, välj sedan en befintlig produkt eller skapa " "en ny genom att klicka på :guilabel:`New`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -4569,7 +4568,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Ange produkttyp som lagringsbar." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4583,7 +4582,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Välj en eller flera rutter på fliken Inventering." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4602,7 +4601,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Ange leverantör och pris på fliken Inköp." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4614,7 +4613,7 @@ msgstr "" " eftersom Odoo endast skapar tillverkningsorder för produkter med en " ":abbr:`BoM (Bill of Materials)`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4630,11 +4629,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "Den smarta knappen för materialförteckningen på en produktblankett." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "Skapa nya regler för omordning" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " @@ -4644,15 +4643,15 @@ msgstr "" " Configuration --> Reordering Rules`, klicka sedan på :guilabel:`New`, och " "fyll i den nya raden enligt följande:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr ":guilabel:`Produkt`: Den produkt som fylls på av regeln." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Location`: Den plats där produkten är lagrad." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -4662,7 +4661,7 @@ msgstr "" "att regeln utlöses. När det prognostiserade lagret faller under detta antal " "skapas en påfyllningsorder för produkten." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -4670,7 +4669,7 @@ msgstr "" ":guilabel:`Max kvantitet`: Den maximala kvantitet som lagret fylls på upp " "till." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -4679,7 +4678,7 @@ msgstr "" ":guilabel:`Multiple Quantity`: Ange om produkten ska fyllas på i satser av " "en viss kvantitet (t.ex. kan en produkt fyllas på i satser om 20)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4693,7 +4692,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "Formuläret för att skapa en ny reorderregel." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -4705,7 +4704,7 @@ msgstr "" "produkt. Klicka sedan på smartknappen :guilabel:`Ordningsregler` och klicka " "på :guilabel:`Ny` för att fylla i den nya raden, enligt beskrivningen ovan." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" @@ -4713,23 +4712,139 @@ msgstr "" "För avancerad användning av omordningsregler, läs mer om följande fält för " "omordningsregler:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr ":ref:`Trigger `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr ":ref:`Synlighetsdagar `" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr ":ref:`Rutt `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Utlösare" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " @@ -4739,7 +4854,7 @@ msgstr "" "*utlösare* till *automatisk* för att automatiskt skapa inköps- eller " "tillverkningsorder för att fylla på lagret." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -4751,11 +4866,11 @@ msgstr "" "påfyllning*, där inköpschefen kan granska lagernivåerna, ledtiderna och de " "prognostiserade ankomstdatumen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr ":doc:`strategier`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." @@ -4763,7 +4878,7 @@ msgstr "" "Instrumentpanelen för påfyllning nås genom att gå till " ":menuselection:`Inventory app --> Operations --> Replenishment`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -4783,7 +4898,7 @@ msgstr "" "Aktivera Trigger-fältet genom att växla det i menyn för ytterligare " "alternativ" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" @@ -4793,11 +4908,11 @@ msgstr "" ":guilabel:`Manual`. Se avsnitten nedan för att lära dig mer om de olika " "typerna av omordningsregler." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Bil" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " @@ -4807,11 +4922,11 @@ msgstr "" " :guilabel:`Trigger`-fält till :guilabel:`Auto`, genererar inköps- eller " "tillverkningsorder när:" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "schemaläggaren kör, och mängden *On Hand* är under miniminivån" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" @@ -4819,11 +4934,11 @@ msgstr "" "en försäljningsorder bekräftas och sänker den *förväntade* kvantiteten av " "produkten under miniminivån" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "Schemaläggaren är inställd på att köras en gång per dag som standard." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -4837,11 +4952,11 @@ msgstr "" "Klicka sedan på den lila knappen :guilabel:`Run Scheduler` i popup-fönstret " "som visas." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "Tänk på att detta också utlöser andra schemalagda åtgärder." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -4857,7 +4972,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "Visa regel för automatisk omordning från sidan Regel för omordning." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4868,7 +4983,7 @@ msgstr "" "Quotation)`. För att visa och hantera :abbr:`RFQ (Request for Quotation)`, " "navigera till :menuselection:`Köp app --> Order --> Request for Quotation`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4880,7 +4995,7 @@ msgstr "" "(Tillverkningsorder)`, navigera till :menuselection:`Tillverkningsapp --> " "Verksamhet --> Tillverkningsorder`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." @@ -4888,13 +5003,13 @@ msgstr "" "Om ingen rutt har valts väljer Odoo den :guilabel:`Rutt` som anges på fliken" " :guilabel:`Inventory` i produktformuläret." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Manual" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -4910,7 +5025,7 @@ msgstr "" "*behov*, eftersom de behövs för att uppfylla kommande försäljningsorder, men" " den prognostiserade kvantiteten är inte tillräcklig." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -4923,7 +5038,7 @@ msgstr "" "leverantörers ledtider. Den visar behov **endast** när det är dags att " "beställa om artiklar." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -4935,7 +5050,7 @@ msgstr "" "days>` för att se till att behovet visas på påfyllningspanelen ett visst " "antal dagar i förväg." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -4953,11 +5068,11 @@ msgstr "" "Klicka på knappen Beställ en gång på instrumentpanelen för påfyllning för " "att fylla på lagret." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "Synlighetsdagar" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" @@ -4967,7 +5082,7 @@ msgstr "" "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` är " "förstådda innan du fortsätter med detta avsnitt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -4979,7 +5094,7 @@ msgstr "" "påfyllnadspanelen (:menuselection:`Inventory app --> Operations --> " "Replenishment`) ett visst antal dagar i förväg." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." @@ -4988,7 +5103,7 @@ msgstr "" "lagernivån sjunker under fyra enheter. Den aktuella tillgängliga kvantiteten" " är tio enheter." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " @@ -4998,14 +5113,14 @@ msgstr "" "försäljningsorder (på fliken :guilabel:`Övrig info`) är den 3 mars - tolv " "dagar från det aktuella datumet." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -5023,7 +5138,7 @@ msgstr "" "Grafik som visar när behovet visas på instrumentpanelen för påfyllning: 27 " "februari." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." @@ -5031,7 +5146,7 @@ msgstr "" "För att se produkten på instrumentpanelen för påfyllning för det aktuella " "datumet, den 20 februari, anger du :guilabel:`Visibility Days` till `7.00`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " @@ -5041,11 +5156,11 @@ msgstr "" " instrumentpanelen för påfyllning, subtrahera *dagens datum* från *datumet " "då behovet visas* på instrumentpanelen för påfyllning." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "Synlighet~dagar = Behov~uppstår~datum - Dagens~datum" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." @@ -5053,11 +5168,11 @@ msgstr "" "I exemplet ovan är dagens datum den 20 februari och behovet av produkten " "uppstår den 27 februari." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "(27 februari - 20 februari = 7 dagar)" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -5075,11 +5190,11 @@ msgstr "" "Visa instrumentpanelen för påfyllning med korrekta och felaktiga " "synlighetsdagar inställda." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Väg" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -5091,7 +5206,7 @@ msgstr "" ":guilabel:`Buy` och :guilabel:`Manufacture`, vilket möjliggör " "funktionaliteten för båda rutterna." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -5104,7 +5219,7 @@ msgstr "" "med att navigera till :menuselection:`Inventory app --> Configuration --> " "Reordering Rules`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." @@ -5112,7 +5227,7 @@ msgstr "" "Som standard är kolumnen :guilabel:`Route` dold på sidan " ":guilabel:`Reordering Rules`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " @@ -5122,7 +5237,7 @@ msgstr "" "längst till höger om kolumntitlarna och markera alternativet " ":guilabel:`Route` i den rullgardinsmeny som visas." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5136,7 +5251,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Välj önskad rutt från rullgardinsmenyn." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -9619,7 +9734,7 @@ msgstr ":doc:`Spårning av parti-/serienummer `" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "Skapa inköpsorder" @@ -9959,21 +10074,18 @@ msgstr "" " Du får ett nytt spårningsnummer och en ny etikett." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`fakturering`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" -"Använd dropshipping för att skicka direkt från leverantörer till kunder" +msgid "Dropshipping" +msgstr "Direktleverans" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -9990,11 +10102,11 @@ msgstr "" "ansvarar leverantören för att lagra och skicka varan. Detta gynnar säljaren " "genom att minska lagerkostnaderna, inklusive priset för att driva lager." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "Konfigurera produkter som ska dropshippas" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -10006,7 +10118,7 @@ msgstr "" "Inställningar`. Under rubriken :guilabel:`Logistik` klickar du på kryssrutan" " :guilabel:`Dropshipping` och :guilabel:`Spara` för att avsluta." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -10026,7 +10138,7 @@ msgid "" "product form." msgstr "Aktivera kryssrutorna \"Kan säljas\" och \"Kan köpas\" på produktformuläret." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -10042,7 +10154,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "Produktformuläret med en angiven leverantör." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -10054,37 +10166,26 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "Aktivera alternativet Dropship på fliken för produktinventering." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 +msgid "" +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "Uppfylla beställningar med dropshipping" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 -msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." -msgstr "" -"När en kund genomför ett onlineköp av en dropshippad produkt skapas " -"automatiskt en försäljningsorder med en tillhörande offertförfrågan " -"(:abbr:`RFQ (Request for Quotation)`) till leverantören. Du kan se " -"försäljningsorder i appen :menuselection:`Sales` genom att välja " -":menuselection:`Orders --> Orders`. Klicka på smartknappen :guilabel:`Köp` " -"längst upp till höger i en försäljningsorder för att visa den tillhörande " -":abbr:`RFQ (Request for Quotation)`." - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" -"Dropshipping-försäljningsorder kan också skapas manuellt via appen " -":menuselection:`Sales` genom att välja :menuselection:`Orders --> Orders -->" -" Create` och lägga till en produkt som är konfigurerad för dropshipping." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -10093,17 +10194,13 @@ msgid "" msgstr "" "En dropship-försäljningsorder med knappen Köp smart i det övre högra hörnet." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" -"När :abbr:`RFQ (Request for Quotation)` har bekräftats blir det en " -"inköpsorder och ett dropship-kvitto skapas och länkas till den. Kvittot kan " -"visas genom att klicka på smartknappen :guilabel:`Kvitto` i det övre högra " -"hörnet av inköpsorderformuläret." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "" @@ -10113,25 +10210,20 @@ msgstr "" "En inköpsorder för dropship med knappen Kvitto smart i det övre högra " "hörnet." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" -"På leveranskvittot anges leverantören i avsnittet :guilabel:`Receive From` " -"och kunden i avsnittet :guilabel:`Destination Location`. När produkten har " -"levererats till kunden klickar du på knappen :guilabel:`Validera` längst upp" -" till vänster på dropship-kvittot för att bekräfta den levererade " -"kvantiteten." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "Validera dropship-kvittot efter leverans." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -10152,30 +10244,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -10186,12 +10278,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "Lägg till fraktmetod" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -10199,13 +10291,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -10213,13 +10305,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -10231,7 +10323,7 @@ msgstr "" "välj det från rullgardinsmenyn. Lämna fältet tomt för att tillämpa metoden " "på alla företag." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -10242,14 +10334,14 @@ msgstr "" "tillämplig webbplats i rullgardinsmenyn, eller lämna den tom för att " "tillämpa metoden på alla webbsidor." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " @@ -10258,17 +10350,17 @@ msgstr "" ":guilabel:`Free if order amount is above`: om du markerar den här rutan " "aktiveras gratis frakt om kunden spenderar över det angivna beloppet." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -10278,19 +10370,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -10301,7 +10393,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -10312,7 +10404,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -10323,7 +10415,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -10334,18 +10426,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -10356,9 +10448,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`etiketter`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -10486,229 +10578,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "Halv sida i brevstorlek FedEx fraktetikett." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "Försändelser med flera förpackningar" @@ -11001,19 +10870,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Paketets innehåll" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -11036,25 +10905,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -11062,7 +10931,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -11072,11 +10941,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Retursedel" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -11084,7 +10953,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -11092,7 +10961,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -11102,31 +10971,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -11136,7 +11005,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -11146,7 +11015,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -11156,42 +11025,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Parti/SN Etiketter" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -11199,7 +11068,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -11210,31 +11079,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "Planerade leveransdatum" @@ -14319,6 +14457,226 @@ msgstr "" msgid "Setup and configuration" msgstr "Installation och konfiguration" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "Leveransmetoder" @@ -14710,8 +15068,9 @@ msgstr "" "kostnaden från fraktbolaget." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" -msgstr ":ref:`Faktureringskostnad för frakt `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" @@ -14848,6 +15207,243 @@ msgstr "" "Du måste skriva till xmlrequests@dhl.com tillsammans med dina fullständiga " "kontouppgifter som kontonummer, region, adress etc. för att få API-åtkomst." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr ":doc:`../advanced_operations_shipping/invoicing`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -16026,7 +16622,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -16037,18 +16633,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -16258,7 +16846,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -16489,8 +17077,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -16601,12 +17188,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -22528,7 +23110,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "Lagervärdering" @@ -22672,10 +23253,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -22683,49 +23267,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -22733,7 +23318,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -22743,23 +23328,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -22769,7 +23354,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -22777,14 +23362,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -22793,13 +23378,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -22807,32 +23392,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -22843,8 +23428,9 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" -msgstr "Konfiguration av lagervärdering" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "Automatisk värdering av lager" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 msgid "" @@ -22859,137 +23445,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" -"Som standard använder Odoo en periodisk lagervärdering (även känd som " -"manuell lagervärdering). Denna metod innebär att redovisningsteamet bokför " -"verifikat baserat på företagets fysiska lager, och att lageranställda tar " -"sig tid att räkna lagret. I Odoo återspeglas denna metod i varje " -"produktkategori, där fältet :guilabel:`Costing Method` som standard kommer " -"att vara inställt på `Standard Price` och fältet :guilabel:`Inventory " -"Valuation` kommer att vara inställt på `Manual`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." -msgstr "Fälten för Lagervärdering finns i formuläret Produktkategorier." +msgid "The Costing Method field is located on the Product Categories form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -"Alternativt är automatiserad lagervärdering en integrerad värderingsmetod " -"som uppdaterar lagervärdet i realtid genom att skapa verifikat när det " -"initieras lagerförflyttningar mellan platser i ett företags lager." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -"Automatiserad lagervärdering är en metod som rekommenderas för " -"expertrevisorer, med tanke på de extra steg som krävs för att konfigurera " -"journalposter. Även efter den första installationen måste metoden " -"kontrolleras regelbundet för att säkerställa att den är korrekt, och " -"justeringar kan behövas löpande beroende på företagets behov och " -"prioriteringar." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "Typer av redovisning" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -"Verifikaten beror på bokföringssättet: *Continental* eller *Anglo-Saxon*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" -"Det är möjligt att använda olika värderingsinställningar för olika " -"produktkategorier." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -22997,7 +23602,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -23005,7 +23610,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -23023,7 +23628,7 @@ msgstr "" "genomsnittliga inköpspriset både för lager till hands och de kostnader som " "ackumulerats från bekräftade inköpsorder." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -23035,86 +23640,132 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -"När :guilabel:`Costing Method` ändras, kommer produkter som redan finns i " -"lager och som använde :guilabel:`Standard`-kostnadsmetoden **inte** att " -"ändra värde; snarare behåller de befintliga enheterna sitt värde, och alla " -"produktrörelser från och med då påverkar den genomsnittliga kostnaden, och " -"kostnaden för produkten kommer att ändras. Om värdet i fältet " -":guilabel:`Cost` på ett produktformulär ändras manuellt, kommer Odoo att " -"generera en motsvarande post i rapporten *Inventory Valuation*." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" +"Det är möjligt att använda olika värderingsinställningar för olika " +"produktkategorier." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "Typer av redovisning" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Utgiftskonto" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Automatiserad" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -23124,7 +23775,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -23136,37 +23787,37 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -23176,13 +23827,13 @@ msgstr "" " för en produkt, kommer detta konto att innehålla det aktuella värdet på " "produkterna." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -23196,7 +23847,7 @@ msgstr "" "för alla produkter i en viss kategori, och kan också ställas in direkt på " "varje produkt." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -23210,7 +23861,7 @@ msgstr "" "för alla produkter i en viss kategori, och kan också ställas in direkt på " "varje produkt." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -23219,7 +23870,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -23230,13 +23881,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -23244,7 +23895,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -23256,62 +23907,62 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -"Börja med att gå till :menuselection:`Redovisning --> Rapportering --> " -"Balansräkning`. Högst upp på instrumentpanelen ändrar du fältvärdet " -":guilabel:`As of` till :guilabel:`Today` och justerar filtreringen " -":guilabel:`Options` till :guilabel:`Unfold All` för att se alla de senaste " -"uppgifterna visas, alla på en gång." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" -"Under den överordnade raden :guilabel:`Current Assets`, leta efter den " -"nästlade raden :guilabel:`Stock Valuation Account`, där den totala " -"värderingen av allt lager som finns till hands visas." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" -"Få tillgång till mer specifik information med rullgardinsmenyn " -":guilabel:`Stock Valuation Account`, genom att välja antingen " -":guilabel:`General Ledger` för att se en detaljerad vy över alla " -"journalposter, eller genom att välja :guilabel:`Journal Items` för att " -"granska alla de individuella verifikat som skickades till kontot. Du kan " -"också lägga till kommentarer till :guilabel:`Balansräkning` genom att välja " -":guilabel:`Annotera`, fylla i textrutan och klicka på :guilabel:`Spara`." - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" "Se den fullständiga uppdelningen av lagervärderingen i Odoo Accounting-" "appen." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "Användning av lagervärdering" @@ -23334,10 +23985,6 @@ msgstr "" "I Odoo kan denna process utföras manuellt - av lageranställda som fysiskt " "räknar produkterna - eller automatiskt via databasen." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "Automatisk värdering av lager" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -26172,11 +26819,9 @@ msgstr "Inkludera ytterligare produktinformation" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" -"Fliken :guilabel:`Produktinformation` längst ned i formuläret kan användas " -"för att ge ytterligare information om utrustningen:" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" @@ -26227,61 +26872,57 @@ msgstr "Lägg till underhållsinformation" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -"Fliken :guilabel:`Maintenance` innehåller information som kan vara användbar" -" för underhållsteam:" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" -":guilabel:`Preventive Maintenance Frequency`: anger hur ofta underhåll skall" -" utföras för att förhindra fel på utrustningen" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" -msgstr "" -":guilabel:`Maintenance Duration`: den tid som krävs för att reparera " -"utrustningen när den går sönder" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" -":guilabel:`Expected Mean Time Between Failure`: den genomsnittliga tid som " -"utrustningen förväntas fungera innan den går sönder" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." -msgstr "Underhållsfliken för den nya utrustningen." - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 -msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." +msgid "The maintenance tab for a piece of equipment." msgstr "" -"Fliken :guilabel:`Maintenance` innehåller även avsnitt för :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, och :guilabel:`Mean Time To Repair`. Dessa värden beräknas " -"automatiskt baserat på eventuella underhållsbegäranden." -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" -"För att se underhållsbegäran för en utrustning, gå till sidan för " -"utrustningen och välj :guilabel:`Maintenance` i det övre högra hörnet av " -"formuläret." #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 msgid "Maintenance calendar" @@ -33340,6 +33981,327 @@ msgstr "" msgid "Workflows" msgstr "Arbetsflöden" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Biprodukter" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "Produktion av restorder" @@ -38390,7 +39352,7 @@ msgid ":doc:`blanket_orders`" msgstr ":doc:`blanket_orders`" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "Policy för kontroll av fakturor" @@ -38455,7 +39417,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "3-vägs matchning" @@ -38668,63 +39630,41 @@ msgstr ":doc:`manage`" msgid "Manage vendor bills" msgstr "Hantera leverantörsfakturor" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -"En *leverantörsfaktura* är en faktura för produkter och/eller tjänster som " -"ett företag köper från en leverantör. Leverantörsfakturor registrerar " -"leverantörsskulder när de kommer från leverantörer och kan inkludera belopp " -"för inköpta varor och/eller tjänster, moms, frakt- och leveranskostnader med" -" mera." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -"I Odoo kan en leverantörsfaktura skapas vid olika tidpunkter i " -"inköpsprocessen, beroende på vilken policy för *fakturakontroll* som valts i" -" appens *Inköp*-inställningar." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -"Om du vill visa och redigera standardpolicyn för fakturakontroll och göra " -"ändringar i den går du till :menuselection:`Köpsapp --> Konfiguration --> " -"Inställningar` och bläddrar ner till avsnittet :guilabel:`Fakturering`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" -"Här finns två policyalternativ för :guilabel:`Bill Control`: " -":guilabel:`Ordered quantities` och :guilabel:`Received quantities`. När du " -"har valt en policy klickar du på :guilabel:`Spara` för att spara " -"ändringarna." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." -msgstr "Policyer för fakturakontroll i köpappens inställningar." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -"Den valda policyn kommer att vara standard för alla nya produkter som " -"skapas. Definitionen av varje policy är som följer:" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " @@ -38734,278 +39674,193 @@ msgstr "" "inköpsorder har bekräftats. Produkterna och kvantiteterna i inköpsordern " "används för att generera ett utkast till faktura." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" -":guilabel:`Mottagna kvantiteter`: En faktura skapas först **efter** att en " -"del av den totala ordern har mottagits. De **mottagna** produkterna och " -"kvantiteterna används för att generera ett utkast till faktura." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." -msgstr "" -"Om en produkt behöver en annan kontrollpolicy kan standardpolicyn för " -"fakturakontroll åsidosättas genom att gå till fliken :guilabel:`Purchase` i " -"produktens mall och ändra dess fält :guilabel:`Control Policy`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "Policyer för fakturakontroll i köpappens inställningar." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "Kontrollera policyfältet på produktformuläret." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" -"*3-vägsmatchning* säkerställer att leverantörsfakturor betalas först när " -"några (eller alla) av de produkter som ingår i inköpsordern faktiskt har " -"mottagits." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -":guilabel:`3-vägs matchning` är **endast** avsedd att fungera med policyn " -":guilabel:`Bill Control` inställd på :guilabel:`Received quantities`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" -msgstr "Skapa och hantera leverantörsfakturor på kvitton" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" -"När produkter tas emot på ett företags lager skapas kvitton. När företaget " -"har bearbetat de mottagna kvantiteterna kan de välja att skapa en " -"leverantörsfaktura direkt från kvittoformuläret. Beroende på vilken policy " -"för fakturakontroll som valts i inställningarna, skapas leverantörsfakturor " -"i olika steg i inköpsprocessen." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" +msgstr "Skapa och hantera leverantörsfakturor på kvitton" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" -msgstr "Med fakturakontrollpolicyn inställd på beställda kvantiteter" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -"Om du vill skapa och hantera leverantörsfakturor på kvitton med " -"fakturakontrollpolicyn *beställda kvantiteter* går du först till " -":menuselection:`Köpsapp --> Konfiguration --> Inställningar`, bläddrar ner " -"till avsnittet :guilabel:`Fakturering` och väljer :guilabel:`beställda " -"kvantiteter` under :guilabel:`Fakturakontroll`. Klicka sedan på " -":guilabel:`Spara` för att spara ändringarna." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -"Gå sedan till appen :menuselection:`Purchase` och klicka på " -":guilabel:`Create` för att skapa en ny offertförfrågan (RFQ). När du gör det" -" visas ett tomt :abbr:`RFQ (offertförfrågan)` detaljformulär." + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Beställda kvantiteter" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" -"I det tomma detaljformuläret lägger du till en leverantör i :abbr:`RFQ " -"(request for quotation)` i fältet :guilabel:`Vendor`, och lägger till " -"produkter i :guilabel:`Product`-raderna genom att klicka på :guilabel:`Add a" -" line`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" -"Bekräfta sedan :abbr:`RFQ (offertförfrågan)` genom att klicka på knappen " -":guilabel:`Bekräfta order` ovanför detaljformuläret. På så sätt förvandlas " -":abbr:`RFQ (offertförfrågan)` till en inköpsorder." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -"Klicka sedan på knappen :guilabel:`Create Bill` för att skapa en " -"leverantörsfaktura för inköpsordern." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" -"Om du klickar på knappen :guilabel:`Create Bill` visas sidan " -":guilabel:`Draft Bill` för inköpsordern." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" -"På :guilabel:`Draft Bill` klickar du på knappen :guilabel:`Edit` för att " -"ändra fakturan och lägga till ett fakturadatum i fältet :guilabel:`Bill " -"Date`. Lägg vid behov till ytterligare produkter på " -":guilabel:`Produkt`-raderna genom att klicka på :guilabel:`Lägg till en rad`" -" på fliken :guilabel:`Fakturarader`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -"Bekräfta sedan räkningen genom att klicka på knappen :guilabel:`Confirm` på " -"sidan :guilabel:`Draft Bill`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -"Eftersom fakturakontrollpolicyn är inställd på *beställda kvantiteter*, kan " -"fakturautkastet bekräftas så snart det skapas, innan några produkter har " -"mottagits." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -"På den nya :guilabel:`Vendor Bill` lägger du till ett :guilabel:`Bill " -"Reference`-nummer, som kan användas för att matcha fakturan med ytterligare " -"dokument (t.ex. :abbr:`PO (purchase order)`). Klicka sedan på " -":menuselection:`Bekräfta --> Registrera betalning`. Då visas en popup där du" -" kan välja en :guilabel:`Journal`, en :guilabel:`Payment Method` och en " -":guilabel:`Recipient Bank Account` från en rullgardinsmeny." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" +"Once ready, click :guilabel:`Create Payment` to finish creating the " +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" -"Dessutom kan fakturans :guilabel:`Amount`, :guilabel:`Payment Date` och " -":guilabel:`Memo` (:dfn:`Reference Number`) ändras från denna pop-up. När du " -"är klar klickar du på :guilabel:`Create Payment` för att slutföra skapandet " -"av :guilabel:`Vendor Bill`. Detta gör att en grön :guilabel:`In Payment` " -"banner visas på :abbr:`RFQ (request for quotation)` formuläret." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Vendor bill form for ordered quantities control policy." msgstr "Leverantörsfakturor för beställda kvantiteter Kontrollpolicy." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Mottagna kvantiteter" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -"Varje leverantörsfaktura ger möjlighet att antingen :guilabel:`Add Credit " -"Note` eller :guilabel:`Add Debit Note`. En *kreditnota* utfärdas vanligtvis " -"när en säljare eller leverantör av varor får tillbaka en viss mängd " -"produkter från den kund som de såldes till, medan *debetnotor* är " -"reserverade för varor som returneras från kunden/köparen till säljaren eller" -" leverantören." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" -msgstr "Med fakturakontrollpolicyn inställd på mottagna kvantiteter" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -"Om du försöker skapa en leverantörsfaktura utan att ha mottagit några " -"kvantiteter av en produkt (när du använder fakturakontrollpolicyn *mottagna " -"kvantiteter*) visas ett felmeddelande och inställningarna måste ändras innan" -" du fortsätter." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -"Om du vill skapa och hantera leverantörsfakturor på kvitton med hjälp av " -"fakturakontrollpolicyn *mottagna kvantiteter* går du först till " -":menuselection:`Köpsapp --> Konfiguration --> Inställningar`, bläddrar ner " -"till avsnittet :guilabel:`Fakturering` och väljer :guilabel:`Mottagna " -"kvantiteter` under :guilabel:`Fakturakontroll`. Klicka sedan på " -":guilabel:`Spara` för att spara ändringarna." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" -"Gå sedan till appen :menuselection:`Purchase` och klicka på " -":guilabel:`Create` för att skapa en ny :abbr:`RFQ (offertförfrågan)`. När du" -" gör det visas ett tomt :abbr:`RFQ (offertförfrågan)` detaljformulär." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" -"Slutligen klickar du på knappen :guilabel:`Create Bill` för att skapa en " -"faktura för inköpsordern." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 @@ -39013,153 +39868,106 @@ msgid "User error pop-up for received quantities control policy." msgstr "" "Popup-fönster för användarfel för kontrollpolicy för mottagna kvantiteter." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -"Klicka sedan på smartknappen :guilabel:`Kvitto` för att visa formuläret för " -"lagerkvitto." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" -"Klicka på :menuselection:`Validera --> Tillämpa` på blanketten för " -"lagerkvitto för att markera :guilabel:`Done` kvantiteterna. Navigera sedan " -"tillbaka till :menuselection:`Inköpsorder` (via brödsmulorna) och klicka på " -"knappen :guilabel:`Create Bill` på formuläret för inköpsorder." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -"På så sätt visas :guilabel:`Draft Bill` för inköpsordern. På " -":guilabel:`Draft Bill` klickar du på knappen :guilabel:`Edit` och lägger " -"till ett :guilabel:`Bill Date`. Lägg vid behov till ytterligare produkter på" -" :guilabel:`Product`-raderna genom att klicka på :guilabel:`Add a line`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -"Klicka sedan på knappen :guilabel:`Confirm` för att bekräfta " -":guilabel:`Draft Bill`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -"Eftersom fakturakontrollpolicyn är inställd på *mottagna kvantiteter*, kan " -"fakturautkastet **endast** bekräftas när åtminstone några av kvantiteterna " -"har mottagits." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -"Dessutom kan fakturans :guilabel:`Amount`, :guilabel:`Payment Date` och " -":guilabel:`Memo` (:dfn:`Reference Number`) ändras från denna pop-up. När du " -"är klar klickar du på :guilabel:`Create Payment` för att slutföra skapandet " -"av leverantörsfakturan. Då visas en grön banner **In Payment** på formuläret" -" :abbr:`RFQ (request for quotation)`." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" -msgstr "Skapa och hantera leverantörsfakturor i bokföringen" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." +msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" -"Leverantörsfakturor kan också skapas direkt från appen *Redovisning*, " -"**utan** att först behöva skapa en inköpsorder. För att göra detta, gå till " -":menuselection:`Accounting app --> Vendors --> Bills`, och klicka på " -":guilabel:`Create`. När du gör detta visas ett tomt formulär för " -"leverantörsfakturor." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -"I detta tomma formulär för fakturadetaljer lägger du till en leverantör i " -"fältet :guilabel:`Vendor` och lägger till produkter i raderna " -":guilabel:`Product` (under fliken :guilabel:`Invoice Lines`) genom att " -"klicka på :guilabel:`Add a line`. Lägg sedan till ett faktureringsdatum i " -"fältet :guilabel:`Faktureringsdatum` och all annan nödvändig information. " -"Klicka slutligen på :guilabel:`Bekräfta` för att bekräfta fakturan." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" -"Klicka sedan på fliken :guilabel:`Journal Items` för att visa (eller ändra) " -":guilabel:`Account`-journalerna som fylldes i baserat på konfigurationen i " -"motsvarande formulär :guilabel:`Vendor` och :guilabel:`Product`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" -"Klicka sedan på :guilabel:`Add Credit Note` eller :guilabel:`Add Debit Note`" -" för att lägga till kredit- eller debetnoter på fakturan. Du kan också lägga" -" till ett :guilabel:`Fakturans referensnummer` (i läget " -":guilabel:`Redigera`)." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" -"När du är klar klickar du på :menuselection:`Registrera betalning --> Skapa " -"betalning` för att slutföra :guilabel:`Vendörfakturan`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." -msgstr "" -"Om du vill koppla fakturautkastet till en befintlig inköpsorder klickar du " -"på rullgardinsmenyn bredvid :guilabel:`Auto-Complete` och väljer en " -":abbr:`PO (inköpsorder)` från menyn. Fakturan fylls i automatiskt med " -"informationen från :abbr:`PO (inköpsorder)`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "Autofullständig rullgardinslista för utkast till leverantörsfaktura." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "Batchfakturering" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." @@ -39167,72 +39975,67 @@ msgstr "" "Leverantörsfakturor kan bearbetas och hanteras i satser i appen " "*Accounting*." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" -"För att göra detta, gå till :menuselection:`Räkenskapsprogram --> " -"Leverantörer --> Räkningar`. Klicka sedan på :guilabel:`checkbox` längst upp" -" till vänster på sidan, bredvid kolumnen :guilabel:`Number`, under knappen " -":guilabel:`Create`. Detta markerar alla befintliga leverantörsfakturor med " -":guilabel:`Posted` eller :guilabel:`Draft` :guilabel:`Status`." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -"Klicka sedan på kugghjulsikonen :guilabel:`Action` för att exportera, ta " -"bort eller skicka och skriva ut fakturorna; klicka på ikonen " -":guilabel:`Print` för att skriva ut fakturorna; eller klicka på " -":guilabel:`Register Payment` för att skapa och behandla betalningar för " -"flera leverantörsfakturor på en gång." -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" -"När :guilabel:`Registrera betalning` väljs visas ett popup-fönster. I detta " -"popup-fönster väljer du lämplig journal i fältet :guilabel:`Journal`, väljer" -" ett betalningsdatum i fältet :guilabel:`Payment Date` och väljer en " -":guilabel:`Payment Method`. Det finns också möjlighet att välja " -":guilabel:`Group Payments` i detta popup-fönster." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." -msgstr "" -"När du är klar klickar du på knappen :guilabel:`Create Payment`, som skapar " -"en lista med verifikat på en separat sida. Denna lista över verifikat är " -"alla knutna till sina respektive leverantörsfakturor." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" -"Alternativet :guilabel:`Registrera betalning` för leverantörsfakturor i " -"batcher fungerar endast för verifikat vars :guilabel:`Status` är inställd på" -" :guilabel:`Posted`." - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -41419,6 +42222,176 @@ msgstr "En Take a Picture-check med en bifogad bild." msgid "Quality control basics" msgstr "Grunder för kvalitetskontroll" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "Kvalitetsvarningar" diff --git a/locale/sv/LC_MESSAGES/marketing.po b/locale/sv/LC_MESSAGES/marketing.po index 09228e479..06efe3d19 100644 --- a/locale/sv/LC_MESSAGES/marketing.po +++ b/locale/sv/LC_MESSAGES/marketing.po @@ -7,18 +7,18 @@ # Simon S, 2024 # Robin Calvin, 2024 # Mikael Åkerberg , 2024 -# Anders Wallenquist , 2024 # Martin Trigaux, 2024 # Jakob Krabbe , 2024 +# Anders Wallenquist , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Jakob Krabbe , 2024\n" +"Last-Translator: Anders Wallenquist , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -529,6 +529,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Inställningar" @@ -817,7 +818,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3303,15 +3303,315 @@ msgstr ":doc:`mailing_lists` (e-postlistor)" msgid "Events" msgstr "Händelser" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" "`Odoo Handledning: Händelser `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "Översikt över evenemang med kanban-vyn i Odoo Events." + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "Spåra och hantera samtal" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3382,33 +3682,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3416,21 +3739,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3438,34 +3761,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3473,13 +3796,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3488,55 +3811,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3544,7 +3867,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3553,56 +3876,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3612,14 +3939,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3628,7 +3955,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3637,7 +3964,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3646,13 +3973,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3660,7 +3987,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3668,57 +3995,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3730,7 +4057,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3739,7 +4066,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3747,13 +4074,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3761,58 +4088,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "E-post" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3821,25 +4148,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3849,7 +4176,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3857,20 +4184,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "Fliken Frågor" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3883,7 +4210,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3891,7 +4218,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3900,7 +4227,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3913,7 +4240,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3921,7 +4248,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3930,48 +4257,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3980,37 +4307,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -4018,24 +4345,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -4045,26 +4372,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "Publicera evenemang" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -4072,7 +4398,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -4080,14 +4406,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -4095,11 +4421,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -4107,747 +4433,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "Viktigt för evenemanget" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"Odoo Events ger evenemangskoordinatorer en arsenal av planerings-, " -"kommunikations- och rapporteringsverktyg för att skapa uppslukande och " -"engagerande upplevelser för kunderna. Personalen kan nämligen skapa och " -"publicera evenemang på sin webbplats, sälja biljetter online, skanna " -"biljetter med Odoo streckkod, skicka ut automatiserade e-postmeddelanden och" -" generera omfattande rapporteringsdata när evenemanget accepterar " -"registreringar." - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "Kanban-koncept och organisation" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"För att komma igång klickar du på :guilabel:`Events`-applikationen på " -"hempanelen, som sedan leder till kanban-vyn med en mängd olika pipeline-" -"steg. Nyckelinformation anges på varje evenemangskort, t.ex. datum/tid för " -"evenemanget, tillsammans med antalet förväntade (och bekräftade) deltagare." - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" -"För att skapa en ny scen, klicka på :guilabel:`Add a Column` och ange en " -"passande titel som återspeglar syftet med scenen." - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"För att omorganisera stegen, dra och släpp dem bara tills de är i rätt " -"ordning. Lägeer kan också \"vikas\" i kanban för en renare presentation, via" -" :guilabel:`Inställningar`-menyn till höger om varje etapps titel, som " -"representeras av en kugghjulsikon." - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" -"Kugghjulsikonen är som standard dold och visas bredvid :guilabel:`+`-ikonen " -"när du håller muspekaren över den." - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "När du klickar på den visas en rullgardinsmeny med inställningar." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "Översikt över evenemang med kanban-vyn i Odoo Events." - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "Skapa ett nytt evenemang" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" -"För att skapa ett evenemang, klicka på :guilabel:`Create` från " -"evenemangspanelen. Odoo kommer då att dirigera sidan till ett tomt formulär " -"för evenemangsmall." - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" -"Fyll i de nödvändiga fälten i evenemangsformuläret, antingen genom att välja" -" från befintliga data i Odoo-databasen eller genom att skapa och redigera " -"nya fältdata. Viktig information att ange för evenemanget inkluderar:" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr ":guilabel:`Event Name`: ge evenemanget en titel." - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" -":guilabel:`Date`: inkluderar start- och slutdatum/tid för evenemanget." - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr ":guilabel:`Timezone`: täcker tidszonen för när evenemanget äger rum." - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" -":guilabel:`Template`: välj från en färdig evenemangsmall eller skapa en egen" -" och anslut den här." - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -":guilabel:`Tags`: lägg till taggar för att kortfattat ange vad evenemanget " -"är för (t.ex. `tradeshow`). Taggar hjälper till att bättre organisera " -"evenemangskort i kanban och är användbara när du använder sökfilter under " -"rapporteringsperioder." - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" -":guilabel:`Organizer`: ange organisatör(er) för evenemanget. Detta fält är " -"vanligtvis det företag som äger Odoo-databasen, eller en leverantör." - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" -":guilabel:`Responsible`: namnge den person som är ansvarig för att " -"organisera evenemanget." - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" -":guilabel:`Website`: ange vilken eller vilka Odoo-webbplatser som händelsen " -"ska publiceras på." - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" -":guilabel:`Venue`: ange information om spelplatsen här om det är en ny " -"skiva, eller välj från en befintlig plats." - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" -":guilabel:`Limit Registrations`: när denna inställning är aktiverad " -"begränsas antalet deltagarregistreringar till ett angivet belopp" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" -":guilabel:`Autoconfirmation`: när den här inställningen är aktiverad hoppar " -"du över bekräftelseförfrågan som skickas via e-post till personer som " -"registrerar sig för evenemanget och bekräftar automatiskt deras " -"registrering." - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"När fälten i evenemangsformuläret är ifyllda, gå vidare till flikarna " -":guilabel:`Tickets` och :guilabel:`Communication`, och eventuellt fliken " -":guilabel:`Questions` om registreringarna kräver ytterligare information." - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "Lägg till och sälj evenemangsbiljetter" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -"Under fliken :guilabel:`Tickets` lägger du till rader för varje typ av " -"biljett som evenemanget planerar att erbjuda. Här bestämmer du " -"biljettpriset, start- och slutdatum för registreringar samt det maximala " -"antalet biljetter som kan säljas." - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" -"Om biljettförsäljning inte är nödvändigt för evenemanget kommer en enkel " -":guilabel:`Registrering`-knapp att visas på evenemangets sida som standard." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "Vy över biljettfliken i Odoo Events." - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" -"Skicka automatiserade e-postmeddelanden, textmeddelanden och sociala inlägg " -"till deltagare i evenemanget" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -"Under fliken :guilabel:`Kommunikation` kan du konfigurera personliga " -"e-postmeddelanden, SMS eller sociala inlägg för att hålla kontakten med " -"deltagarna i evenemanget. För varje meddelande klickar du på :guilabel:`Lägg" -" till en rad` i fliken :guilabel:`Kommunikation` och väljer (eller skapar) " -"sedan en kommunikationsmall med hjälp av rullgardinsmenyn i kolumnen " -":guilabel:`Mall`." - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"Definiera sedan :guilabel:`Interval` och :guilabel:`Unit` för hur ofta " -"meddelandet ska skickas; använd dessa tidsfält för att ange hur ofta " -":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks` eller " -":guilabel:`Monthhs` meddelanden ska skickas. Det finns också möjlighet att " -"skicka meddelanden `omedelbart` efter att en angiven :guilabel:`Trigger` har" -" aktiverats." - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"I den sista kolumnen bestämmer du :guilabel:`Trigger` som styr hur och när " -"meddelandet skickas. För denna åtgärd, välj mellan: :guilabel:`Före " -"evenemanget`, :guilabel:`Efter varje registrering`, eller :guilabel:`Efter " -"evenemanget`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "Vy över kommunikationsfliken i Odoo Events." - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "Bifoga ett frågeformulär till anmälningar till evenemang" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" -"Att använda ett frågeformulär vid anmälan till evenemanget är ett effektivt " -"sätt att i förväg ta reda på vilka önskemål, behov och intressen deltagarna " -"har. Frågeformulär fungerar också som informativa analysverktyg för " -"rapporteringsperioder före (eller efter) evenemanget." - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"För att skapa ett frågeformulär, gå från applikationen :guilabel:`Events` " -"till :menuselection:`Configuration --> Settings` och aktivera sedan " -"inställningen :guilabel:`Questions`." - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"Med inställningen aktiverad kan frågor och svar nu läggas till (och " -"registreras) under fliken :guilabel:`Questions` på eventformuläret. För " -"varje fråga anger du om den bara ska ställas en gång med kryssrutan " -":guilabel:`Ask once per order`, eller om frågan kräver ett " -":guilabel:`Mandatory Answer`, vilket gör att frågan krävs för registrering." - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" -"Om kryssrutan :guilabel:`En gång per beställning` är aktiverad, kommer en " -"enda registrering för 3 deltagare att visa frågeformuläret endast en gång." - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"Det finns två :guilabel:`Frågetyper` att välja mellan: :guilabel:`Val` och " -":guilabel:`Textinmatning`. Med :guilabel:`Selection`-typen kan deltagarna " -"välja ett svar från förkonfigurerade alternativ, som anges på fliken " -":guilabel:`Answers` nedan. Med typen :guilabel:`Textinmatning` kan " -"deltagarna skriva in sitt eget svar på frågan i en textruta." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" -"Visa ett evenemangsformulär, öppna fliken Frågor och lägg till en fråga." - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "Logga in interna anteckningar eller lägg till biljettinstruktioner" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" -"På fliken :guilabel:`Notes` finns möjlighet att lägga till en " -":guilabel:`Note` och/eller :guilabel:`Ticket instructions`." - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -"Under :guilabel:`Note` kan interna anteckningar lämnas (t.ex.: att göra-" -"listor, kontaktinformation, etc.) för evenemangets personal att referera " -"till. I fältet :guilabel:`Ticket instructions` kan användbar information för" -" personal och deltagare delas (t.ex. vägbeskrivning till platsen, " -"öppnings-/stängningstider etc.)" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" -"Skriv `/` i något av textfälten (:guilabel:`Note` eller :guilabel:`Ticket " -"instructions`) för att visa en undermeny med " -":guilabel:`Structure`-alternativ. Dessa alternativ ger olika " -"formateringsalternativ för att säkerställa att viktig intern information är " -"organiserad så att evenemangspersonalen kan granska den." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "Vy över fliken Anteckningar i Odoo Events." - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "Bjuda in deltagare till evenemanget" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" -"För att bjuda in personer till ett evenemang, klicka på knappen " -":guilabel:`Invite` som finns i det övre vänstra hörnet av " -"evenemangsformuläret." - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" -"I formuläret för inbjudningsmallen finns alternativ för att skicka " -"inbjudningar via e-post eller SMS. Varje meddelande kan anpassas helt och " -"hållet och mottagare kan läggas till." - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"Att lägga till en :guilabel:`Subject`-rad för inbjudningsmeddelandet är " -"obligatoriskt, men :guilabel:`Preview Text`-fältet är valfritt. " -":guilabel:`Preview Text` är en fängslande förhandsmening som är tänkt att " -"uppmuntra mottagarna att öppna e-postmeddelandet." - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" -"I de flesta fall visas :guilabel:`Preview Text` bredvid ämnet. Håll det här " -"fältet tomt för att säkerställa att de första tecknen i e-postinnehållet " -"visas istället." - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "Välj inbjudna och konfigurera mottagarfilter" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"I mitten av inbjudningsformuläret, hitta och klicka på :guilabel:`Mottagare`" -" fält, för att avslöja en rullgardinsmeny med mottagaralternativ. Dessa val " -"representerar var Odoo kommer att hitta de önskade mottagarnas information." - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"När ett alternativ från denna meny har valts (t.ex. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.) kommer Odoo att skicka inbjudan till " -"alla mottagare som matchar den första regeln. Ytterligare regler kan läggas " -"till för att begränsa målmottagarna genom att klicka på :guilabel:`Add " -"Filter`." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "Vy över knappen Lägg till filter under mottagarfältet i Odoo Events." - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -"Om du klickar på :guilabel:`Add Filter` visas tre fält, formaterade som en " -"ekvation. För att visa undermenyalternativen klickar du på varje fält och " -"gör önskade val tills den önskade konfigurationen har uppnåtts. Antalet " -":guilabel:`Records` som matchar regeln/reglerna anges till höger om fältet " -":guilabel:`Recipients`, i grönt." - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"Till höger om varje regel finns ikonerna :guilabel:`x`, :guilabel:`+` och " -":guilabel:`...`. Ikonen :guilabel:`x` raderar en specifik nod (rad) i " -"regeln. Ikonen :guilabel:`+` lägger till en nod (rad) till regeln. Och " -"ikonen :guilabel:`...` lägger till en förgrening till noden. En förgrening " -"innebär att två ytterligare, indragna undernoder läggs till i regeln, vilket" -" ger ännu mer specificitet till raden ovanför den." - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "Skapa en anpassad inbjudan till evenemanget" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -"På fliken :guilabel:`Mail Body` finns ett antal förkonfigurerade " -"meddelandemallar att välja mellan. Välj önskad mall och modifiera varje " -"element i dess designdetaljer med Odoo's drag-and-drop webbbyggare, som " -"finns på höger sidofält." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" -"Vy över de drag-och-släpp-block som används för att anpassa " -"e-postinbjudningar till evenemang." - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" -"För att bygga en e-postinbjudan från grunden, välj :guilabel:`Plain " -"Text`-mallen, och Odoo kommer att tillhandahålla en tom e-postduk, som kan " -"anpassas antingen genom att använda frontend rich text editor som accepterar" -" slash (`/`) kommandon, eller XML kod editor när :ref:`developer mode " -"` är aktiverat och :guilabel:`` ikonen trycks ned." - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -"Fliken :guilabel:`Mail Body` (och mallalternativen) är endast tillgängliga " -"om inbjudan till evenemanget :guilabel:`Mailing Type` har angetts som " -":guilabel:`Email`. Om :guilabel:`SMS` är :guilabel:`Mailing Type`, finns " -"istället en :guilabel:`SMS Content` flik (bestående av ett tomt " -"textutrymme)." - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "Ändra inställningar för inbjudan till evenemang" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" -"Alternativen under fliken :guilabel:`Inställningar` är olika beroende på " -"vilken :guilabel:`Mailing-typ` som angetts." - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -"Om alternativet :guilabel:`Email` är valt som :guilabel:`Mailing Type`, kan " -"en anställd anges som :guilabel:`Responsible`, vilket innebär att den " -"personen är ansvarig för just detta inbjudningsmeddelande. :guilabel:`Send " -"From` och :guilabel:`Reply To` e-postaliaser kan också anges här." - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" -"Om några specifika dokument krävs (eller är till hjälp) för denna inbjudan, " -"kan de skickas tillsammans med detta e-postmeddelande genom att klicka på " -":guilabel:`ATTACH A FILE` och lägga till lämpligt dokument." - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -"Om alternativet :guilabel:`SMS` är valt som :guilabel:`Mailing Type`, kan en" -" :guilabel:`Responsible` utses, och alternativet att :guilabel:`Include an " -"opt-out link` är tillgängligt." - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "Skicka inbjudningar till evenemang till mottagare" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -"Om den valda :guilabel:`Mailing Type` är :guilabel:`Email`, finns det tre " -"alternativ för att skicka inbjudan: :guilabel:`Send`, :guilabel:`Schedule`, " -"och :guilabel:`Test`." - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -"Alternativet :guilabel:`Send` skickar inbjudan direkt. Alternativet " -":guilabel:`Schedule` visar en popup där du kan välja ett datum/tid för när " -"e-postmeddelandet ska skickas. Alternativet :guilabel:`Test` visar en " -":guilabel:`Test Mailing` pop-up, där specifika mottagares e-postadresser kan" -" anges för att Odoo ska skicka dem den aktuella versionen av utskicket för " -"granskning innan det officiellt skickas ut till potentiella " -"evenemangsdeltagare." - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -"Om :guilabel:`Mailing Type` är :guilabel:`SMS` finns det fyra alternativ för" -" att skicka inbjudan: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, och :guilabel:`Test`." - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -"Alternativet :guilabel:`Put in Queue` schemalägger ett SMS-meddelande till " -"alla mottagare (som matchar de angivna reglerna, om några) inom en snar " -"framtid. Om du klickar på :guilabel:`Put in Queue` visas en popup som kräver" -" bekräftelse. När du har bekräftat visas en blå banner i formuläret för " -"inbjudan till evenemanget, som anger att SMS:et kommer att skickas senare " -"samma dag." - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -"Alternativen :guilabel:`Send Now`, :guilabel:`Schedule` och :guilabel:`Test`" -" fungerar alla på samma sätt för båda alternativen :guilabel:`Mailing Type`." - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" -"Innan ett evenemang har publicerats kommer det att vara dolt för allmänheten" -" på webbplatsen och det kommer inte att vara möjligt att registrera sig för " -"det. För att publicera ett evenemang, navigera till det antingen från " -"backend av Odoo genom :guilabel:`Events` ansökan, eller komma åt den dolda " -"evenemangssidan genom frontend som antingen en priveliged användare eller " -"administratör." - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" -"Om du navigerar från backend, gå till händelseformuläret och klicka på " -":guilabel:`Go to Website` smart-knappen för att nå händelsesidan på " -"webbplatsen (på frontend). Om du startar från frontend navigerar du helt " -"enkelt till den händelsesida som behöver publiceras." - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" -"Oavsett väg kan en händelsesida endast publiceras från frontend. I det övre " -"högra hörnet på evenemangssidan på webbplatsen växlar du från den röda " -":guilabel:`Ompublicerad`-statusen till den gröna " -":guilabel:`Publicerad`-statusen. Genom att göra detta blir händelsesidan " -"omedelbart tillgänglig för allmänheten på webbplatsen." - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" -"Visning av en webbsida och möjlighet att publicera evenemanget i Odoo " -"Events." - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -5258,112 +4868,109 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "Sälj biljetter" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -"Skapa anpassade biljettnivåer (med olika prispunkter) för potentiella " -"deltagare att välja mellan, direkt på evenemangsmallformuläret, under fliken" -" :guilabel:`Tickets`. Odoo förenklar biljettköpsprocessen genom att " -"tillhandahålla många alternativ för betalningsmetoder." -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Konfiguration" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"För att kunna skapa (och sälja) biljetter till evenemang går du först till " -":menuselection:`Configuration --> Settings` och aktiverar sedan funktionerna" -" :guilabel:`Tickets` och :guilabel:`Online Ticketing`." -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -"Funktionen :guilabel:`Tickets` gör det möjligt att sälja biljetter till ett " -"evenemang." -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -"Funktionen :guilabel:`Online Tickets` gör det möjligt att sälja biljetter " -"via webbplatsen." -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" -"Om dessa alternativ *inte* är aktiverade kommer en standardknapp " -":guilabel:`Register` att finnas tillgänglig för gratis registreringar." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "Vy över inställningssidan för Odoo Events." -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "Sälja biljetter via försäljningsorder" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -"I applikationen :guilabel:`Sales` väljer du en tidigare skapad Event " -"Registration (som om det vore en produkt) och lägger till den som en " -"produktlinje. När du lägger till registreringen visas en popup där du kan " -"välja ett specifikt evenemang (och biljettnivå). Den specifika " -"evenemangsbiljetten kopplas sedan till försäljningsordern." -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"Visning av en försäljningsorder och möjlighet att välja det specifika " -"evenemanget i Odoo Events." -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -"Evenemang med biljetter som säljs online eller via försäljningsorder har en " -"genväg :guilabel:`Sales Smart Button`, som finns högst upp i " -"evenemangsmallformuläret (i applikationen :guilabel:`Events`)." -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" -"Om du klickar på :guilabel:`Sales Smart Button` visas en sida med alla " -"försäljningsorder som är relaterade till den händelsen." #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." @@ -5371,47 +4978,144 @@ msgstr "" "Vy över ett evenemangs formulär och den smarta försäljningsknappen i Odoo " "Events." +#: ../../content/applications/marketing/events/sell_tickets.rst:64 +msgid "" +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 +msgid "" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" + #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -"Vy av ett evenemangsformulär som markerar kolumnen produkt under fliken biljetter i Odoo\n" -"Evenemang." -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "Sälja biljetter via webbplatsen" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:86 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." msgstr "" -"När biljetter köps via webbplatsen liknar processen skapandet av en " -":guilabel:`Sales Order` med en specifik :guilabel:`Registration`-produkt. " -"Här läggs biljetterna i en virtuell varukorg, och transaktionen kan " -"slutföras som vanligt - med hjälp av någon av de förkonfigurerade " -"betalningsmetoder som har ställts in på webbplatsen." -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:91 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." msgstr "" -"Det slutförda köpet produceras automatiskt i en :guilabel:`Sales Order`, som" -" enkelt kan nås i databasens backend." #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "Visning av webbplatstransaktioner för Odoo Events." +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "Spåra och hantera samtal" +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -5906,6 +5610,7 @@ msgstr "" ":guilabel:`New` för att öppna ett nytt kampanjformulär." #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "Mallar för kampanjer" @@ -5928,11 +5633,9 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" -"För att komma igång med en mall, navigera till :menuselection:`Marketing " -"Automation` ansökan, från huvud Odoo instrumentpanelen, för att öppna " -":guilabel:`Campaigns` instrumentpanelen, som visar sex kampanj mall kort:" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`🏷️ Tag Hot Contacts`" @@ -5958,8 +5661,10 @@ msgstr "" "som studsade.`" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" -msgstr ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" +msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`Send an email to new recipients to confirm their consent.`" @@ -6007,7 +5712,7 @@ msgstr "" "Sex mallkort för kampanjer på kontrollpanelen Kampanjer i appen Marketing " "Automation." -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." @@ -6015,7 +5720,7 @@ msgstr "" "Dessa mallar är utformade för att användas som utgångspunkt för att skapa " "nya kampanjer. Klicka på ett av mallkorten för att öppna kampanjformuläret." -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" @@ -6025,7 +5730,8 @@ msgstr "" "namnet på en kampanj som **inte** finns i databasen i fältet " ":guilabel:`Sök...` och tryck sedan på :kbd:`Enter`." -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " @@ -6034,11 +5740,11 @@ msgstr "" "Om du t.ex. söker efter `tom` visas kampanjmallens kort igen, så länge det " "inte finns någon kampanj med namnet \"tom\" i databasen." -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "Mål och filter" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -6050,7 +5756,7 @@ msgstr "" "definiera målgruppen för kampanjens räckvidd (dvs. de unika kontaktposterna " "i databasen)." -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " @@ -6059,11 +5765,11 @@ msgstr "" "Målgruppen anger vilken typ av poster som är tillgängliga för användning i " "kampanjen, t.ex. *Lead/Opportunity*, *Event Registration*, *Contact*, m.fl." -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Register" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." @@ -6071,7 +5777,7 @@ msgstr "" "De kontakter i systemet som uppfyller de angivna kriterierna för en kampanj " "kallas *records*." -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " @@ -6080,18 +5786,18 @@ msgstr "" "Antalet poster som visas bredvid kampanjen :guilabel:`Filter` representerar " "det totala antalet poster som kampanjen är inriktad på." -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Deltagare" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "De poster som berörs av kampanjen kallas för *deltagare*." -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " @@ -6100,7 +5806,7 @@ msgstr "" "Antalet deltagare i en testkörning visas i smartknappen *Tester*, som visas " "högst upp i kampanjformuläret efter att ett test har körts." -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." @@ -6108,15 +5814,15 @@ msgstr "" "Antalet deltagare som är engagerade i en pågående eller stoppad kampanj " "visas i smartknappen *Deltagare* högst upp i kampanjformuläret." -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Arbetsflöde" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " @@ -6126,12 +5832,12 @@ msgstr "" " av aktiviteter som organiseras i en kampanj. En kampanjs arbetsflöde " "definieras i avsnittet :guilabel:`Arbetsflöde` i kampanjformuläret." -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Verksamhet" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -6143,7 +5849,7 @@ msgstr "" "den antalet deltagare som är engagerade av aktiviteten som *Success* och " "*Rejected*." -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" @@ -6151,36 +5857,36 @@ msgstr "" "Om du vill skapa någon av följande aktiviteter klickar du på :guilabel:`Lägg" " till ny aktivitet` i avsnittet :guilabel:`Arbetsflöde` i kampanjformuläret:" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr ":doc:`marknadsföring_automation/arbetsflöde_aktiviteter`" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "Testning och körning" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " @@ -6190,7 +5896,7 @@ msgstr "" "arbetsflödet fungerar som förväntat, för att kontrollera om det finns fel " "och rätta till eventuella misstag innan den når sin målgrupp." -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " @@ -6200,15 +5906,15 @@ msgstr "" "Kampanjen kan också lanseras *utan* testning, om användaren är säker på " "arbetsflödet." -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr ":doc:`marketing_automation/testing_running`" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Rapporter" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " @@ -6218,7 +5924,7 @@ msgstr "" "varje kampanj. Navigera till :menuselection:`Marketing Automation app --> " "Rapportering` för att få tillgång till följande menyalternativ:" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." @@ -6226,7 +5932,7 @@ msgstr "" ":guilabel:`Link Tracker`: visar mätvärden för länkar för att spåra antalet " "klick." -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." @@ -6234,14 +5940,14 @@ msgstr "" ":guilabel:`Traces`: visar resultaten av alla aktiviteter från alla " "kampanjer." -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" ":guilabel:`Deltagare`: visar en översikt över deltagarna i alla kampanjer." -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." @@ -6249,10 +5955,292 @@ msgstr "" "Dessutom visar varje aktivitet inom arbetsflödet för en kampanj sina " "engagemangsmått." -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr ":doc:`marketing_automation/understanding_metrics`" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "Konfiguration av kampanjer" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -11162,7 +11150,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -11842,7 +11830,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`poängsättning`" @@ -11943,14 +11931,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -11985,11 +11973,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -12002,7 +11990,7 @@ msgid "Add a section" msgstr "Lägg till ett avsnitt" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -12012,7 +12000,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -12026,7 +12014,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -12035,7 +12023,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -12046,7 +12034,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "Fliken Alternativ" @@ -12326,32 +12314,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "Fliken Beskrivning" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -12362,11 +12354,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -12380,7 +12372,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -12389,7 +12381,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -12398,7 +12390,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -12407,7 +12399,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -12415,14 +12407,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -12431,26 +12423,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -12459,11 +12451,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -12539,7 +12531,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -12835,6 +12827,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "Skapa frågor" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "Välj bland följande :guilabel:`Question Types`:" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "Poängsättning av undersökningar" @@ -12972,547 +13508,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "Exempel på hur en badge ser ut på eLearning-delen av webbplatsen." - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "Skapa frågor" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "Välj bland följande :guilabel:`Question Types`:" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/sv/LC_MESSAGES/productivity.po b/locale/sv/LC_MESSAGES/productivity.po index c468bed39..57665b545 100644 --- a/locale/sv/LC_MESSAGES/productivity.po +++ b/locale/sv/LC_MESSAGES/productivity.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Jakob Krabbe , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" @@ -1291,7 +1291,7 @@ msgstr ":doc:`/applikationer/väsentligheter/aktiviteter`" msgid "Chatter" msgstr "Chatter" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1300,17 +1300,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1318,22 +1318,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1341,7 +1341,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1352,11 +1352,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "Lägg till följare" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1364,13 +1364,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1378,53 +1378,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1432,35 +1431,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1468,7 +1467,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1476,7 +1475,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1485,7 +1484,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1493,11 +1492,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1505,7 +1504,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1514,19 +1513,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1540,31 +1539,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1572,129 +1571,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "Sök efter meddelanden" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "Planera aktiviteter" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1702,7 +1701,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1714,7 +1713,7 @@ msgstr "" "aktiviteter som är tillgängliga för *CRM*-programmet går du till " ":menuselection:`CRM-app --> Konfiguration --> Aktivitetstyper`." -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." @@ -1722,20 +1721,20 @@ msgstr "" "Ange en titel för aktiviteten i fältet :guilabel:`Summary`, som finns i " "popup-fönstret :guilabel:`Schedule Activity`." -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1747,11 +1746,11 @@ msgstr "" ":guilabel:`Activity Type`. Detta datum kan dock ändras genom att välja en " "dag i kalendern i fältet :guilabel:`Due Date`." -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "Klicka slutligen på någon av följande knappar:" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." @@ -1759,7 +1758,7 @@ msgstr "" ":guilabel:`Schedule`: lägger till aktiviteten i chattern under " ":guilabel:`Planerade aktiviteter`." -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " @@ -1769,7 +1768,7 @@ msgstr "" "chattaren under :guilabel:`Today`. Aktiviteten är inte schemalagd, den " "markeras automatiskt som slutförd." -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." @@ -1777,28 +1776,28 @@ msgstr "" ":guilabel:`Done \\& Schedule Next`: lägger till uppgiften under " ":guilabel:`Today` markerad som klar, och öppnar ett nytt aktivitetsfönster." -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" ":guilabel:`Discard`: ignorerar alla ändringar som gjorts i popup-fönstret." -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1808,17 +1807,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1827,7 +1826,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1839,31 +1838,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "Bifoga filer" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1871,27 +1870,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1899,51 +1897,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "Integrationer" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1952,7 +1950,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1963,61 +1961,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -9200,14 +9198,10 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" -"För att använda denna tjänst, `kontakta Axivox " -"`_ för att öppna ett konto. Kontrollera " -"först att Axivox täcker företagets område, samt de områden som företagets " -"användare önskar ringa till." #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 msgid "" diff --git a/locale/sv/LC_MESSAGES/sales.po b/locale/sv/LC_MESSAGES/sales.po index 911678086..7d0e9f93e 100644 --- a/locale/sv/LC_MESSAGES/sales.po +++ b/locale/sv/LC_MESSAGES/sales.po @@ -7,15 +7,16 @@ # Chrille Hedberg , 2024 # Martin Trigaux, 2024 # Jakob Krabbe , 2024 +# Kim Asplund , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Jakob Krabbe , 2024\n" +"Last-Translator: Kim Asplund , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -67,7 +68,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -83,7 +85,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1724,7 +1726,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2838,6 +2840,7 @@ msgstr "" "rapport." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "Visa resultat" @@ -3081,6 +3084,173 @@ msgstr "" "*Documents* är installerad kan rapporten infogas i ett tomt eller befintligt" " kalkylblad och exporteras." +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analys av pipeline" @@ -5776,6 +5946,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5788,7 +5996,7 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "Sannolikheten för framgång visas på möjlighetsformuläret." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." @@ -5796,7 +6004,7 @@ msgstr "" "När en möjlighet går vidare till nästa steg ökar sannolikheten för framgång " "automatiskt enligt den prediktiva algoritmen för kundämne-scoring." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " @@ -5806,7 +6014,7 @@ msgstr "" "används för att beräkna sannolikheten för framgång kan dock anpassas i " "inställningarna." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5818,7 +6026,7 @@ msgstr "" ":guilabel:`Predictive Lead Scoring` klickar du på knappen :guilabel:`Update " "Probabilities`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5833,25 +6041,25 @@ msgstr "" "Fönstret Uppdatera sannolikheter i inställningarna för Predictive Lead " "Scoring." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "Valfritt antal av följande variabler kan aktiveras:" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" ":guilabel:`State`: den geografiska delstat från vilken möjligheten härrör" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" ":guilabel:`Country`: det geografiska land från vilket möjligheten härstammar" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" @@ -5859,7 +6067,7 @@ msgstr "" ":guilabel:`Phone Quality`: huruvida ett telefonnummer är angivet för " "möjligheten eller inte" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" @@ -5867,22 +6075,22 @@ msgstr "" ":guilabel:`Email Quality`: huruvida en e-postadress är angiven för " "möjligheten eller inte" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" ":guilabel:`Källa`: källan till en möjlighet (t.ex. sökmotor, sociala medier)" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`Language`: det talade språk som anges i erbjudandet" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`Tags`: de taggar som satts på möjligheten" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5896,7 +6104,7 @@ msgstr "" "*alltid* hänsyn till dessa två variabler, oavsett vilka valfria variabler " "som har valts." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " @@ -5906,15 +6114,15 @@ msgstr "" " skapade från och med:` för att välja det datum från vilket prediktiv " "kundämnencoring ska börja sina beräkningar." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "Klicka slutligen på :guilabel:`Confirm` för att spara ändringarna." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "Ändra sannolikheten manuellt" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." @@ -5922,7 +6130,7 @@ msgstr "" "En opportunitets sannolikhet för framgång kan ändras manuellt i opportunity-" "formuläret. Klicka på sannolikhetstalet för att redigera det." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" @@ -5932,7 +6140,7 @@ msgstr "" "sannolikheten för den möjligheten bort. Sannolikheten kommer inte längre att" " uppdateras automatiskt när möjligheten går igenom varje steg i pipelinen." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5948,11 +6156,11 @@ msgstr "" "Kugghjulsikonen används för att återaktivera automatisk sannolikhet på ett " "opportunity-formulär." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "Tilldela kundämnen baserat på sannolikhet" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5964,11 +6172,11 @@ msgstr "" "kundämnen sannolikhet för framgång för att prioritera de som är mer benägna " "att resultera i affärer." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "Konfigurera regelbaserad tilldelning" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -5977,7 +6185,7 @@ msgstr "" ":menuselection:`CRM --> Configuration --> Settings`, och aktivera " ":guilabel:`Regelbaserad tilldelning`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5990,7 +6198,7 @@ msgstr "" "Odoo automatiskt kommer att utlösa tilldelningen enligt den valda " "tidsperioden." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -6005,7 +6213,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "Inställningen Regelbaserad tilldelning i CRM-inställningar." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -6017,11 +6225,11 @@ msgstr "" "pilikonen i inställningarna :guilabel:`Rule-Based Assignment` (eller med " "knappen :guilabel:`Assign Leads` på säljteamets konfigurationssida)." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "Konfigurera tilldelningsregler" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -6033,7 +6241,7 @@ msgstr "" "personer. För att komma igång, navigera till :menuselection:`CRM --> " "Konfiguration --> Säljteam`, och välj ett säljteam." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -6047,7 +6255,7 @@ msgstr "" "kan innehålla allt som kan vara relevant för det här företaget eller teamet," " och hur många regler som helst kan läggas till." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -6058,7 +6266,7 @@ msgstr "" "lägga till ytterligare en rad. Klicka på symbolen :guilabel:`x` för att ta " "bort raden." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " @@ -6068,7 +6276,7 @@ msgstr "" "lyckas, klicka på rullgardinsmenyn längst till vänster i en " "tilldelningsregelrad och välj :guilabel:`Probability`." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " @@ -6078,7 +6286,7 @@ msgstr "" " symbolen för *större än*, *mindre än*, *större än eller lika med*, eller " "*mindre än eller lika med*." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." @@ -6087,7 +6295,7 @@ msgstr "" "sannolikheten. Klicka slutligen på :guilabel:`Spara` för att spara " "ändringarna." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -6105,7 +6313,7 @@ msgstr "" "Säljteamets domän fastställd till sannolikhet större än eller lika med tjugo" " procent." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -6117,7 +6325,7 @@ msgstr "" "säljteamets konfigurationssida och redigera sedan avsnittet " ":guilabel:`Domain`. Klicka på :guilabel:`Spara` för att spara ändringarna." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -6134,7 +6342,7 @@ msgstr "" ":guilabel:`Skippa automatisk tilldelning` är aktiverad kan säljteamet eller " "säljaren fortfarande tilldelas kundämnen manuellt." -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -6682,6 +6890,244 @@ msgstr "" "I rullgardinsmenyn byter du namn på rapporten från standardetiketten " "`Pipeline` till `Quality Leads` och klickar på :guilabel:`Save`." +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Återförsäljare" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "Rapport om obevakade ledningar" @@ -7741,64 +8187,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -8858,6 +9300,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "Konfigurera betalningsmetod" @@ -8888,6 +9331,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "Betala med en betalterminal" @@ -9556,52 +10000,44 @@ msgstr "" "terminaler som köps på Amazon inte innehåller den korrekta kryptering som " "krävs för att användas med en Odoo-databas." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "Konfigurera betalningsmetod" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -"Gå först till de allmänna inställningarna i POS-appen och aktivera Vantiv-" -"inställningen." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" -"Tillbaka i :menuselection:`Point of Sale --> Configuration --> Point of " -"Sale`, gå in i betalningssektionen och få tillgång till dina " -"betalningsmetoder. Skapa en ny betalningsmetod för Vantiv, välj " -"betalningsterminalalternativet Vantiv och skapa nya Vantiv-" -"autentiseringsuppgifter." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -"För att skapa nya Vantiv-referenser fyller du i ditt handlar-ID och lösenord" -" och sparar sedan. Se till att de uppgifter du just skapade är valda och " -"spara sedan betalningsmetoden." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "Betala med en betalterminal" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" -"I ditt PoS-gränssnitt, vid betalningstillfället, väljer du din Vantiv-" -"betalningsmetod och... det är allt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -9963,6 +10399,7 @@ msgstr "" "slutföra transaktionen." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Rabatter" @@ -10746,7 +11183,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "Inställningsformulär för en prislista med flera priser" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "Avancerade prisregler" @@ -10974,19 +11411,19 @@ msgstr "" msgid "POS receipt" msgstr "POS-kvitto" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurang/utskrift av räkningar`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Skriva ut ett kvitto igen" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -11002,7 +11439,7 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "Skriv ut kvittoknapp från backend" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " @@ -11012,11 +11449,11 @@ msgstr "" "din referens och klicka på :guilabel:`Receipt Number`, :guilabel:`Date`, " "eller :guilabel:`Customer`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Fakturor" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " @@ -11026,7 +11463,7 @@ msgstr "" ":ref:`registrerade kunder ` vid betalning och hämta alla " "tidigare fakturerade order." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " @@ -11036,7 +11473,7 @@ msgstr "" ":ref:`bokföringsjournal `, som tidigare :ref:`ställts " "in `." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -11053,11 +11490,11 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "bokföringsavsnitt i POS-inställningarna" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "Fakturera en kund" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." @@ -11065,7 +11502,7 @@ msgstr "" "När du har behandlat en betalning klickar du på :guilabel:`Invoice` under " "kundens namn för att utfärda en faktura för den beställningen." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." @@ -11073,7 +11510,7 @@ msgstr "" "Välj betalningsmetod och klicka på :guilabel:`Validera`. **Fakturan** " "utfärdas automatiskt och är redo att laddas ner och/eller skrivas ut." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." @@ -11081,15 +11518,15 @@ msgstr "" "För att kunna utfärda en faktura måste en :ref:`kund ` vara " "vald." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "Hämta fakturor" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "För att hämta fakturor från **POS dashboard**," -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" @@ -11097,7 +11534,7 @@ msgstr "" "få tillgång till alla beställningar som gjorts via din POS genom att gå till" " :menuselection:`Point of Sale --> Beställningar --> Beställningar`;" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -11109,7 +11546,7 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "fakturera smartknapp från ett orderformulär" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." @@ -11117,7 +11554,7 @@ msgstr "" "**Fakturerade order** kan identifieras genom :guilabel:`Fakturerad` status i" " kolumnen :guilabel:`Status`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." @@ -11125,11 +11562,11 @@ msgstr "" "Du kan filtrera orderlistan till fakturerade order genom att klicka på " ":guilabel:`Filters` och :guilabel:`Invoiced`." -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "QR-koder för att generera fakturor" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -11149,7 +11586,7 @@ msgstr "" msgid "order status change" msgstr "ändring av orderstatus" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -16498,7 +16935,7 @@ msgstr "Produktformulär för skåp med dörrar med olika detaljer och fält." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -17296,10 +17733,64 @@ msgstr "" "utgiften i fältet :guilabel:`Customer to Reinvoice`." #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "Kostnader för återfakturering" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." @@ -17307,7 +17798,7 @@ msgstr "" "När dessa steg är slutförda är det dags att återgå till försäljningsordern " "för att slutföra vidarefaktureringen av kostnaden till kunden." -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " @@ -17317,7 +17808,7 @@ msgstr "" "Sales app`, och välj lämplig försäljningsorder som ska återfaktureras för " "utgiften." -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -17335,7 +17826,7 @@ msgstr "" "En försäljningsorder med den konfigurerade kostnaden är redo att faktureras " "på fliken Orderrader." -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -17353,7 +17844,7 @@ msgstr "" "Ett popup-fönster för att skapa fakturor som visas när du klickar på Skapa " "faktura." -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " @@ -17363,7 +17854,7 @@ msgstr "" "standardalternativet :guilabel:`Regular invoice` och klickar på " ":guilabel:`Create Draft Invoice`." -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -17378,7 +17869,7 @@ msgid "" msgstr "" "Ett kundfakturautkast med kostnaden på fliken Fakturarader i formuläret." -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" @@ -17388,7 +17879,7 @@ msgstr "" "för att bekräfta fakturan. Därmed flyttas fakturans status från " ":guilabel:`Draft` till :guilabel:`Posted`." -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -17400,7 +17891,7 @@ msgstr "" " meddelande och PDF-fakturan i meddelandetexten. Meddelandet kan granskas " "och ändras vid behov." -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -17412,7 +17903,7 @@ msgstr "" "och Odoo skickar meddelandet/fakturan till kunden. Dessutom laddas en PDF-" "fil av fakturan automatiskt ner för arkivering och/eller utskrift." -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -17426,7 +17917,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "En kundfaktura med knappen Registrera betalning redo att klickas på." -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -17445,7 +17936,7 @@ msgstr "" "Ett popup-fönster för registrering av betalning på en kundfaktura i Odoo " "Sales." -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -17457,12 +17948,12 @@ msgstr "" "fakturan, vilket betyder att fakturan är betald i sin helhet. Därmed är " "arbetsflödet slutfört." -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`tid_material`" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`milstolpe`" @@ -20885,7 +21376,7 @@ msgstr "" "Products --> Pricelists`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -21536,6 +22027,58 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " @@ -21546,7 +22089,7 @@ msgstr "" "Dessa ändringar kan vara relativa till produktlistans/katalogens pris, " "produktens kostnad eller en annan prislista." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -21560,7 +22103,7 @@ msgstr "" "inställningssida (:menuselection:`Sales app --> Configuration --> Settings`)" " och klickar på :guilabel:`Spara`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -21574,7 +22117,7 @@ msgstr "" ":guilabel:`Settings`), eller navigera till :menuselection:`Sales app --> " "Products --> Pricelists`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." @@ -21582,7 +22125,7 @@ msgstr "" "Från sidan :guilabel:`Pricelists`, välj en önskad prislista att modifiera, " "eller skapa en ny prislista genom att klicka på knappen :guilabel:`New`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -21599,31 +22142,31 @@ msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" "Så här ser popup-formuläret Skapa regler för prislista ut i Odoo Sales." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "Beräkning av pris" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" "I detta formulär väljer du först ett av de tre " ":guilabel:`Computation`-alternativen:" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr ":guilabel:`Fixed Price`: prisberäkningen baseras på ett fast pris." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr ":guilabel:`Discount`: prisberäkningen är baserad på en rabatt." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr ":guilabel:`Formula`: prisberäkningen är baserad på en formel." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." @@ -21631,7 +22174,7 @@ msgstr "" "Varje :guilabel:`Computation`-alternativ visar sina egna beräkningsspecifika" " fält i formuläret." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -21642,7 +22185,7 @@ msgstr "" "fältet nedan. Om :guilabel:`Discount` är markerat, ange önskad rabattprocent" " i :guilabel:`Discount` fältet som visas." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -21653,7 +22196,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "De olika alternativen för formelberäkning som finns i Odoo Sales." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -21666,7 +22209,7 @@ msgstr "" "prislista`. Detta avgör vad den avancerade prisregelformeln kommer att " "baseras på." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " @@ -21676,7 +22219,7 @@ msgstr "" "tillämpas. Observera att ett påslag kan göras genom att ange en negativ " "rabatt i detta fält." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -21697,7 +22240,7 @@ msgstr "" "Hur det ser ut att formulera en påläggskostnad med 5 dollar minsta marginal " "i Odoo Sales." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -21710,11 +22253,11 @@ msgstr "" "Avrundningsmetoden sätter priset så att det är en multipel av värdet i " "fältet." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "Avrundning görs *efter* rabatten och *före* tilläggsavgiften." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." @@ -21722,7 +22265,7 @@ msgstr "" "För att ha priser som slutar på 9.99, sätt :guilabel:`Rounding Method` till " "`10` och :guilabel:`Extra Fee` till `-0.01`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." @@ -21730,7 +22273,7 @@ msgstr "" "Slutligen anger du den minsta marginalen över baspriset i fältet " ":guilabel:`Margins`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." @@ -21738,7 +22281,7 @@ msgstr "" "När alla formelrelaterade konfigurationer är klara visar Odoo ett exempel på" " formeln i ett blått block till höger om konfigurationerna." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -21755,11 +22298,11 @@ msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" "Exempel på en 20% rabatt med priserna avrundade till 9,99 i Odoo Sales." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Villkor" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." @@ -21767,7 +22310,7 @@ msgstr "" "Längst ner i popup-formuläret :guilabel:`Create Pricelist Rules` finns " "avsnittet :guilabel:`Conditions`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" @@ -21775,7 +22318,7 @@ msgstr "" "Här börjar du med att välja ett av alternativen i fältet :guilabel:`Apply " "On`:" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." @@ -21783,7 +22326,7 @@ msgstr "" ":guilabel:`Alla produkter`: den avancerade prislistregeln kommer att " "tillämpas på alla produkter." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." @@ -21791,7 +22334,7 @@ msgstr "" ":guilabel:`Produktkategori`: den avancerade prislistan kommer att tillämpas " "på en specifik kategori av produkter." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." @@ -21799,7 +22342,7 @@ msgstr "" ":guilabel:`Product`: den avancerade prislistan kommer att tillämpas på en " "specifik produkt." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." @@ -21807,7 +22350,7 @@ msgstr "" ":guilabel:`Produktvariant`: den avancerade prislistregeln kommer att " "tillämpas på en specifik produktvariant." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -21819,7 +22362,7 @@ msgstr "" ":guilabel:`Produktkategori`, :guilabel:`Produkt` eller " ":guilabel:`Produktvariant` måste väljas." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" @@ -21830,7 +22373,7 @@ msgstr "" "datumintervall för validering av prislisteartiklar i fältet " ":guilabel:`Validity`." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " @@ -21840,7 +22383,7 @@ msgstr "" "Stäng` för att spara den avancerade prislistan, eller på :guilabel:`Spara & " "Ny` för att omedelbart skapa en ny avancerad prislista på ett nytt formulär." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." @@ -21848,11 +22391,11 @@ msgstr "" "Om en prisregel är inställd för en viss produkt och en annan för dess " "produktkategori, använder Odoo regeln för själva produkten." -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -22432,7 +22975,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "Produktvarianter" @@ -23006,14 +23549,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -"Attributens ordning på sidan :guilabel:`Attributes` avgör hur de visas på " -"sidorna :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard och :guilabel:`eCommerce`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -23028,32 +23568,136 @@ msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" "Ett tomt formulär för skapande av attribut i Odoo Sales-applikationen." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" "Skapa först ett :guilabel:`Attributnamn`, t.ex. `Färg` eller `Storlek`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -"I det valfria fältet :guilabel:`Category` väljer du sedan en kategori från " -"en rullgardinsmeny för att gruppera liknande attribut under samma avsnitt " -"för ökad specificitet och organisation." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "Alternativen för :guilabel:`Displaytyp` är:" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" +":guilabel:`Pills`: alternativen visas som valbara knappar på produktsidan i " +"onlinebutiken." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" +":guilabel:`Radio`: alternativen visas i en punktlista på produktsidan i " +"onlinebutiken." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "Visa typer på produktkonfiguratorn på onlinebutiken i Odoo." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" +":guilabel:`Instantly`: skapar alla möjliga varianter så snart attribut och " +"värden läggs till i en produktmall." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" +":guilabel:`Dynamiskt`: skapar varianter **endast** när motsvarande attribut " +"och värden läggs till i en försäljningsorder." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr ":guilabel:`Never (option)`: skapar aldrig automatiskt varianter." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" +"När ett attribut har lagts till i en produkt kan dess :guilabel:`Variants " +"Creation Mode` inte redigeras." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" +":guilabel:`Visible`: attributvärdena är synliga för kunderna på front-end." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr ":guilabel:`Hidden`: attributvärdena är dolda för kunder på front-end." + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" -"För att visa detaljerna för den valda attributkategorin klickar du på ikonen" -" för intern länk :guilabel:`➡️ (pil)` längst till höger i fältet " -":guilabel:`Category`. På så sätt visas attributkategorins detaljformulär." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" @@ -23063,7 +23707,7 @@ msgstr "" "En detaljsida för en standardattributkategori som kan nås via den interna " "länkens pilikon." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -23074,7 +23718,7 @@ msgstr "" "Följt av :guilabel:`Relaterade attribut` som är associerade med kategorin. " "Dessa attribut kan dras och släppas i önskad prioritetsordning." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." @@ -23082,7 +23726,7 @@ msgstr "" "Attribut kan också läggas till direkt i kategorin genom att klicka på " ":guilabel:`Add a line`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " @@ -23092,7 +23736,7 @@ msgstr "" " namnet på den nya kategorin och väljer sedan antingen :guilabel:`Create` " "eller :guilabel:`Create and edit...` från rullgardinsmenyn som visas." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -23104,122 +23748,11 @@ msgstr "" "fönstret :guilabel:`Create Category` öppnas, där den nya attributkategorin " "kan konfigureras och anpassas." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" -"Under fältet :guilabel:`Category` finns alternativen :guilabel:`Display " -"Type`. :guilabel:`Display Type` avgör hur den här produkten visas i " -"onlinebutiken, :guilabel:`Point of Sale` instrumentpanelen och " -":guilabel:`Product Configurator`." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "Alternativen för :guilabel:`Displaytyp` är:" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" -":guilabel:`Radio`: alternativen visas i en punktlista på produktsidan i " -"onlinebutiken." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" -":guilabel:`Pills`: alternativen visas som valbara knappar på produktsidan i " -"onlinebutiken." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" -":guilabel:`Select`: alternativen visas i en rullgardinsmeny på produktsidan " -"i onlinebutiken." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" -":guilabel:`Färg`: alternativ visas som små, färgade rutor, som återspeglar " -"eventuella HTML-färgkoder, på produktsidan i onlinebutiken." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "Visa typer på produktkonfiguratorn på onlinebutiken i Odoo." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" -"Fältet :guilabel:`Variants Creation Mode` informerar Odoo om när en ny " -"variant automatiskt ska skapas när ett attribut läggs till i en produkt." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" -":guilabel:`Instantly`: skapar alla möjliga varianter så snart attribut och " -"värden läggs till i en produktmall." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" -":guilabel:`Dynamiskt`: skapar varianter **endast** när motsvarande attribut " -"och värden läggs till i en försäljningsorder." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr ":guilabel:`Never (option)`: skapar aldrig automatiskt varianter." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" -"När ett attribut har lagts till i en produkt kan dess :guilabel:`Variants " -"Creation Mode` inte redigeras." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" -"Slutligen avgör fältet :guilabel:`eCommerce Filter Visibility` om dessa " -"attributalternativ är synliga för kunden i front-end, när de handlar i " -"onlinebutiken." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" -":guilabel:`Visible`: attributvärdena är synliga för kunderna på front-end." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr ":guilabel:`Hidden`: attributvärdena är dolda för kunder på front-end." - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "Attributvärden" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." @@ -23227,7 +23760,7 @@ msgstr "" "Attributvärden ska läggas till på fliken :guilabel:`Attributvärden`. Värden " "kan läggas till ett attribut när som helst, om det behövs." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." @@ -23235,7 +23768,7 @@ msgstr "" "Lägg till ett värde genom att klicka på :guilabel:`Lägg till en rad` på " "fliken :guilabel:`Attributvärden`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -23247,7 +23780,7 @@ msgstr "" "kunden får ange unika specifikationer som är specifika för just detta " "värde)." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -23266,7 +23799,7 @@ msgstr "" "Fliken Attributvärden när du klickar på Lägg till en rad visar de anpassade " "kolumnerna." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -23281,7 +23814,7 @@ msgid "" msgstr "" "Välja en färg från popup-fönstret HTML-färg som visas i attributformuläret." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" @@ -23290,7 +23823,7 @@ msgstr "" "I popup-fönstret kan du välja en specifik färg genom att dra färgreglaget " "till en viss nyans och klicka på färgdelen direkt i färggradientfönstret." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." @@ -23298,7 +23831,7 @@ msgstr "" "Du kan också välja en specifik färg genom att klicka på *droppar*-ikonen och" " välja en önskad färg som för närvarande är klickbar på skärmen." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." @@ -23306,7 +23839,7 @@ msgstr "" "Attribut kan också skapas direkt från produktmallen genom att lägga till en " "ny rad och skriva in namnet på fliken :guilabel:`Variants`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -23317,7 +23850,7 @@ msgstr "" "attributets :guilabel:`Relaterade produkter` smart-knapp. Den knappen listar" " alla produkter i databasen som för närvarande använder det attributet." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -23332,7 +23865,7 @@ msgstr "" ":guilabel:`Create` för att skapa en ny produkt, till vilken en " "produktvariant kan läggas till." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -23345,7 +23878,7 @@ msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" "Fliken Attribut och värden på ett typiskt produktformulär i Odoo Sales." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," @@ -23356,7 +23889,7 @@ msgstr "" ":guilabel:`Attribut \\& Varianter`. Välj sedan önskat attribut i " "rullgardinsmenyn som visas." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -23368,7 +23901,7 @@ msgstr "" "och välj antingen :guilabel:`Create` eller :guilabel:`Create and edit...` i " "den lilla rullgardinsmenyn som visas." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -23380,7 +23913,7 @@ msgstr "" "och ett :guilabel:`Create Attribute` popup-formulär visas. I popup-" "formuläret kan du ändra attributet på ett antal olika sätt." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " @@ -23390,11 +23923,11 @@ msgstr "" "specifika attributvärden som ska gälla för produkten via den rullgardinsmeny" " som finns i kolumnen :guilabel:`Values`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "Det finns ingen gräns för hur många värden som kan läggas till." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." @@ -23402,11 +23935,11 @@ msgstr "" "Liknande processer för att skapa produktvarianter är tillgängliga via " "applikationerna Inköp, Lager och E-handel." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "Konfigurera varianter" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -23424,7 +23957,7 @@ msgstr "" "Sidan Produktvariantvärden nås via knappen Konfigurera på ett " "produktformulär." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." @@ -23432,7 +23965,7 @@ msgstr "" "Här visas det specifika :guilabel:`Value` namnet, :guilabel:`HTML Color " "Index` (om tillämpligt), och :guilabel:`Value Price Extra`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." @@ -23440,7 +23973,7 @@ msgstr "" ":guilabel:`Value Price Extra` representerar ökningen av försäljningspriset " "om attributet är valt." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -23456,7 +23989,7 @@ msgstr "" "En sida med produktvariantvärden som nås via den allmänna sidan med " "produktvariantvärden." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " @@ -23466,7 +23999,7 @@ msgstr "" ":guilabel:`Value` och :guilabel:`Value Price Extra`, tillsammans med ett " "fält :guilabel:`Exclude for`." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -23477,11 +24010,11 @@ msgstr "" "specifika :guilabel:`Attributvärden` läggas till. När det läggs till kommer " "detta specifika attributvärde att uteslutas från de specifika produkterna." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "Varianter smart knapp" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -23501,7 +24034,7 @@ msgid "" msgstr "" "Smartknappen för varianter högst upp i produktformuläret i Odoo Sales." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -23519,11 +24052,11 @@ msgstr "" "Sidan med varianter nås via smartknappen för varianter på produktformuläret " "i Odoo." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Inverkan av varianter" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " @@ -23532,7 +24065,7 @@ msgstr "" "Förutom att erbjuda kunderna mer detaljerade produktalternativ har " "produktvarianter sina egna effekter som kan utnyttjas i hela Odoo-databasen." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " @@ -23542,7 +24075,7 @@ msgstr "" "för till produktmallen. Varje enskild variant kan ha sin egen unika " "streckkod/SKU." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" @@ -23552,7 +24085,7 @@ msgstr "" "är summan av produktens mallpris *och* eventuella extra avgifter för " "särskilda attribut." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" @@ -23563,7 +24096,7 @@ msgstr "" "Prislisteregler kan konfigureras att gälla för produktmallen eller för " "varianten." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" @@ -23573,13 +24106,13 @@ msgstr "" " produktmallformuläret återspeglar inventeringen summan av alla varianter, " "men den faktiska inventeringen beräknas av enskilda varianter." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" ":guilabel:`Picture`: varje produktvariant kan ha sin egen specifika bild." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." @@ -23587,7 +24120,7 @@ msgstr "" "Ändringar i produktmallen gäller automatiskt för alla varianter av den " "produkten." -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr ":doc:`import`" @@ -24361,7 +24894,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -24534,7 +25067,7 @@ msgstr "" "leveransorder (om Odoo *Inventory*-appen är installerad)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -24555,7 +25088,7 @@ msgstr "" "till ökad försäljning." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -24598,7 +25131,7 @@ msgstr "" ":guilabel:`Produkt`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -24627,7 +25160,7 @@ msgstr "" "men det kan redigeras när som helst." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -25919,7 +26452,7 @@ msgstr "" "databasen. Välj önskad produkt från rullgardinsmenyn för att lägga till den " "i offertmallen." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -25931,7 +26464,15 @@ msgstr "" "rullgardinsmenyn. Du kan också hitta produkter genom att klicka på " ":guilabel:`Sök mer...` i rullgardinsmenyn." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." @@ -25939,7 +26480,7 @@ msgstr "" "När en produkt läggs till i en offertmall är standardvärdet för " ":guilabel:`Quantity` `1`, men det kan redigeras när som helst." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -25947,7 +26488,7 @@ msgstr "" "Dra och släpp sedan produkten till önskad position via :guilabel:`six " "squares`-ikonen, som finns till vänster om varje radobjekt." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -25961,7 +26502,7 @@ msgstr "" "tomt fält där du kan skriva in önskat namn på sektionen. När namnet har " "angetts klickar du på bort för att säkra sektionsnamnet." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -25969,7 +26510,7 @@ msgstr "" "Dra och släpp sedan sektionsnamnet till önskad position via :guilabel:`six " "squares`-ikonen, som finns till vänster om varje radobjekt." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -25982,7 +26523,7 @@ msgstr "" " skriva in den önskade notisen. När anteckningen har skrivits in klickar du " "på bort för att säkra anteckningen." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." @@ -25990,7 +26531,7 @@ msgstr "" "Dra och släpp sedan noten till önskad position via :guilabel:`six " "squares`-ikonen." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " @@ -26000,11 +26541,11 @@ msgstr "" "och/eller anteckning) klickar du på ikonen :guilabel:`🗑️ (papperskorg)` " "längst till höger på raden." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "Fliken Valfria produkter" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -26016,7 +26557,7 @@ msgstr "" "är att erbjuda användbara och relaterade produkter till kunderna, vilket kan" " leda till en ökad försäljning." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -26031,7 +26572,7 @@ msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" "Valfria produkter som visas på en typisk försäljningsorder med Odoo Sales." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -26044,7 +26585,7 @@ msgstr "" "kompletterar i idealfallet det ursprungliga erbjudandet som ett mervärde för" " den potentiella köparen." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." @@ -26052,16 +26593,16 @@ msgstr "" "Om du klickar på :guilabel:`Lägg till en rad` visas ett tomt fält i kolumnen" " :guilabel:`Produkt`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" "Valfria produkter är **inte** obligatoriska för att skapa en offertmall." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "Villkor \\& Villkor flik" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," @@ -26071,20 +26612,20 @@ msgstr "" " i offertmallen. För att lägga till villkor skriver du (eller " "kopierar/klistrar in) önskade villkor på den här fliken." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "Villkor krävs **inte** för att skapa en offertmall." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "Fliken PDF offertverktyg" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " @@ -26094,7 +26635,7 @@ msgstr "" " en attraktiv offert, med mer information och visuellt tilltalande element, " "för att lyfta fram produkter och/eller tjänster." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." @@ -26105,15 +26646,15 @@ msgstr "" "Klicka på ikonen :guilabel:`🗑️ (papperskorg)` för att radera en uppladdad " "PDF-fil." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "Använd offertmallar" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -26125,7 +26666,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "Offertmallar fält på en standard offertformulär i Odoo Sales." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -26139,7 +26680,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Kundförhandsgranskning av en offertmall i Odoo Sales." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -26151,7 +26692,7 @@ msgstr "" "att kolla in :doc:`../../../websites/website` dokumentationen för att lära " "dig mer." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." @@ -26159,7 +26700,7 @@ msgstr "" "När alla block och anpassningar är klara klickar du på knappen " ":guilabel:`Save` för att sätta konfigurationerna på plats." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/sv/LC_MESSAGES/websites.po b/locale/sv/LC_MESSAGES/websites.po index 16f234909..b514370b9 100644 --- a/locale/sv/LC_MESSAGES/websites.po +++ b/locale/sv/LC_MESSAGES/websites.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Jakob Krabbe , 2024\n" "Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n" @@ -979,7 +979,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Konfiguration" @@ -1135,14 +1135,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -1170,37 +1168,34 @@ msgstr "" "leveranskostnaderna automatiskt beräknas baserat på varje order samt att " "fraktetiketter genereras." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "Tillgänglighet på webbplatsen" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -1216,11 +1211,11 @@ msgstr "" " vill att fraktmetoden ska begränsas till. Lämna fältet **tomt** om metoden " "ska vara tillgänglig på *alla* webbplatser." -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "Leveransmetod i kassan" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1739,6 +1734,16 @@ msgstr "" "reserverat. Beställningar måste bekräftas manuellt för att reservera " "produkter i lager." +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "Returer och återbetalningar" @@ -7906,131 +7911,56 @@ msgstr "Bar för kakor" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" -"Cookies är små textfiler som skickas till din enhet när du besöker en " -"webbplats. De behandlas och lagras av din webbläsare och innehåller " -"information om ditt besök, t.ex. inloggningsuppgifter, plats, språk osv. Det" -" finns två huvudtyper av cookies:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" -msgstr "" -"Viktiga cookies, som är nödvändiga för att webbplatsen ska fungera korrekt;" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" -"Icke nödvändiga eller valfria cookies, som används för att analysera ditt " -"beteende eller visa annonser." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." -msgstr "Exempel på en cookiebar med popup-layout." #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -"Att informera användare om datainsamling, samt dess metoder och syften, " -"krävs enligt dataskyddslagar som `GDPR `_. Cookies används " -"ofta för att uppfylla denna skyldighet på ett användarvänligt och " -"transparent sätt. De visas omedelbart vid användarens första besök för att " -"informera dem om att webbplatsen använder cookies och låta dem bestämma om " -"de vill lagra icke-nödvändiga cookies på sin enhet." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." msgstr "" -"För att aktivera cookiesfältet på din Odoo-webbplats, gå till " -":menuselection:`Website --> Configuration` och aktivera :guilabel:`Cookies " -"Bar` i avsnittet :guilabel:`Privacy`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 -msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." -msgstr "" -"Du kan :ref:`anpassa utseendet på ditt cookiefält ` och :ref:`redigera innehållet på den relaterade " -"cookiepolicysidan `." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "Anpassning" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" -"Om du vill anpassa visningen av kakfältet klickar du på :guilabel:`Edit` och" -" väljer byggblocket :guilabel:`Cookies Bar` i :guilabel:`Invisible Elements`" -" längst ner i panelen. Anpassa den med hjälp av alternativen på fliken " -":guilabel:`Anpassa` i redigeringspanelen. Tre :guilabel:`Layouter` är " -"tillgängliga:" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr ":guilabel:`Discrete`: tunn stång" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr ":guilabel:`Classic`: banner" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -":guilabel:`Popup`: du kan ändra popupens :guilabel:`Position` till " -":guilabel:`Top`, :guilabel:`Middle` eller :guilabel:`Bottom` på skärmen." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "Det kan du också göra:" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "ändra :guilabel:`Storlek` på kakfältet;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" -"aktivera :guilabel:`Backdrop` för att gråmarkera sidan i bakgrunden när " -"kakfältet visas på skärmen;" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" -"ytterligare anpassa utseendet på cookies bar med hjälp av :guilabel:`Block` " -"och/eller :guilabel:`Column` anpassningsalternativ, som är tillgängliga " -"efter att ha klickat någonstans i byggblocket." - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." @@ -8038,43 +7968,33 @@ msgstr "" "Klicka direkt i byggblocket för att redigera innehållet i cookie-fältet " "(dvs. samtyckesmeddelandet)." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." -msgstr "Odoo-webbplatsens redigeringspanel för att anpassa cookiesfältet." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" +msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "Policy för kakor" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -"När du aktiverar cookiesfältet för din webbplats skapar Odoo sidan **Cookie " -"Policy** (`/cookie-policy`) med en lista över nödvändiga och valfria " -"cookies. För att komma åt den, klicka på :guilabel:`Cookie Policy` " -"hyperlänken i cookiesfältet eller öppna sidan från :menuselection:`Website " -"--> Site --> Pages`." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -"Innehållet på sidan kan vid behov anpassas utifrån din webbplats funktioner " -"och egenskaper." -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" -"Du kan lägga till en länk som ger åtkomst till denna sida, t.ex. i sidfoten " -"på din webbplats." #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" diff --git a/locale/th/LC_MESSAGES/administration.po b/locale/th/LC_MESSAGES/administration.po index b5a7f1cdb..cf352707c 100644 --- a/locale/th/LC_MESSAGES/administration.po +++ b/locale/th/LC_MESSAGES/administration.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Rasareeyar Lappiam, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -606,8 +606,8 @@ msgid "Deactivated features" msgstr "ฟีเจอร์ที่ปิดใช้งาน" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "ต่อไปนี้คือรายการพารามิเตอร์ที่ปิดใช้งานโดยย่อ:" +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -637,7 +637,11 @@ msgstr "วิธีการจัดส่ง" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr ":abbr:`โทเค็น IAP (การซื้อในแอป)`" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -4819,7 +4823,6 @@ msgstr "แอดมิน" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -8676,14 +8679,7 @@ msgstr "ตุลาคม 2026 (วางแผนไว้)" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "สิงหาคม 2023" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -8701,6 +8697,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "สิงหาคม 2023" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "มิถุนายน 2023" diff --git a/locale/th/LC_MESSAGES/essentials.po b/locale/th/LC_MESSAGES/essentials.po index d5ba39e93..7c3ad7cf9 100644 --- a/locale/th/LC_MESSAGES/essentials.po +++ b/locale/th/LC_MESSAGES/essentials.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Rasareeyar Lappiam, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -30,56 +30,55 @@ msgstr "" msgid "Activities" msgstr "กิจกรรม" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "กำหนดการกิจกรรม" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "แชท" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "มุมมองคัมบัง" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -138,97 +133,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "ดูล่าสุด" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "มุมมองกิจกรรม" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -236,11 +231,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -249,12 +244,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "ป้อนข้อมูลต่อไปนี้ในแบบฟอร์ม:" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -262,86 +257,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -349,7 +336,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -359,23 +346,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -384,14 +371,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -403,11 +390,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -415,18 +402,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -435,26 +422,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -465,11 +452,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "ประเภทกิจกรรม" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -481,88 +468,96 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -570,13 +565,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -584,13 +579,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -600,27 +595,27 @@ msgstr "" "จะถูกรวมไว้เมื่อมีการสร้างกิจกรรม อย่างไรก็ตาม " "สามารถเปลี่ยนแปลงได้ก่อนที่จะกำหนดเวลาหรือบันทึกกิจกรรม" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -628,13 +623,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -642,19 +637,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -662,7 +657,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -673,14 +668,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr ":doc:`../productivity/discuss`" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "การติดต่อ" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "ชื่อ" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "ที่อยู่" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" diff --git a/locale/th/LC_MESSAGES/finance.po b/locale/th/LC_MESSAGES/finance.po index 9d4aff83f..245abee0b 100644 --- a/locale/th/LC_MESSAGES/finance.po +++ b/locale/th/LC_MESSAGES/finance.po @@ -8,17 +8,17 @@ # Martin Trigaux, 2024 # Khwunchai Jaengsawang , 2024 # Wichanon Jamwutthipreecha, 2024 -# Wil Odoo, 2024 # Rasareeyar Lappiam, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Rasareeyar Lappiam, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -88,7 +88,7 @@ msgstr "" "ช่วยให้มั่นใจได้ว่าธุรกรรมทั้งหมดได้รับการบันทึกอย่างถูกต้องและสม่ำเสมอและบัญชีมีความสมดุลอยู่เสมอ" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr ":doc:`โพยของระบบบัญชี `" @@ -111,11 +111,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr ":doc:`เกณฑ์เงินสด `" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "หลายบริษัท" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -129,11 +130,11 @@ msgstr "" "ผู้ใช้สามารถเข้าถึงหลายบริษัทได้ " "แต่สามารถทำงานบนบัญชีของบริษัทเดียวเท่านั้นในแต่ละครั้ง" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "สภาพแวดล้อมแบบหลายสกุลเงิน" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -151,18 +152,18 @@ msgstr "" "จะจัดเก็บทั้งมูลค่าในสกุลเงินของบริษัทและมูลค่าสกุลเงินของธุรกรรม Odoo " "สร้างกำไรและขาดทุนจากสกุลเงินหลังจากการกระทบยอดรายการสมุดรายวัน" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" ":doc:`จัดการธนาคารในสกุลเงินต่างประเทศ `" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "การจัดการสาขา" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" @@ -172,11 +173,11 @@ msgstr "" "ซึ่งช่วยให้สามารถผ่านรายการสมุดรายวันในแต่ละสาขา " "ตลอดจนตั้งค่าวันที่ล็อคทั่วไปที่จัดการโดยบริษัทหลักได้" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "มาตรฐานสากล" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -190,15 +191,15 @@ msgstr "" "สถานะทางการเงินมีไว้เพื่อจัดการกับลักษณะเฉพาะของภูมิภาค เช่น ผังบัญชี ภาษี " "หรือข้อกำหนดอื่นใด" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr ":doc:`แพ็คเกจการประยุกต์ใช้ทางการเงิน `" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "บัญชีลูกหนี้และเจ้าหนี้" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " @@ -209,7 +210,7 @@ msgstr "" " เนื่องจากธุรกรรมเชื่อมโยงกับ **รายชื่อผู้ติดต่อ** ของคุณ " "คุณสามารถเรียกใช้รายงานตามลูกค้า ผู้จำหน่าย หรือซัพพลายเออร์ได้" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " @@ -219,14 +220,14 @@ msgstr "" "จะแสดงยอดคงเหลือของลูกค้าและซัพพลายเออร์ของคุณ ซึ่งสามารถใช้ได้โดยไปที่ " ":menuselection:`ระบบบัญชี --> การรายงาน --> บัญชีแยกประเภทคู่ค้า`" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "การรายงาน" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" @@ -234,120 +235,122 @@ msgstr "" ":doc:`รายงานการเงินต่อไปนี้ ` " "พร้อมใช้งานและอัปเดตแบบเรียลไทม์:" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "รายงานทางการเงิน" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "รายการเดินบัญชีธนาคาร" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "งบดุล" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "กำไรและขาดทุน" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "งบกระแสเงินสด" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "รายงานภาษี" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "รายการขายของ ES" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "ตรวจสอบบัญชี" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "บัญชีแยกประเภททั่วไป" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "งบทดลอง" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "รายงานสมุดรายวัน" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "รายงานอินทราสแทต" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "ตรวจสอบทะเบียน" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "พาร์ทเนอร์" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "บัญชีแยกประเภทคู่ค้า" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "อายุบัญชีลูกหนี้" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "อายุบัญชีเจ้าหนี้" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "การจัดการ" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "การวิเคราะห์ใบแจ้งหนี้" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "กำไร/ขาดทุนของสกุลเงินที่ยังไม่เกิดขึ้นจริง" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "กำหนดการคิดค่าเสื่อมราคา" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "ค่าใช้จ่ายที่ไม่ได้รับอนุญาต" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "การวิเคราะห์งบประมาณ" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "อัตรากำไรขั้นต้นของผลิตภัณฑ์" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "รายงาน 1099" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." @@ -355,7 +358,7 @@ msgstr "" ":doc:`สร้างและปรับแต่งรายงาน ` " "ด้วยเครื่องมือรายงานของ Odoo" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." @@ -363,7 +366,7 @@ msgstr "" "Odoo คำนวณธุรกรรมทางบัญชีทั้งหมดสำหรับงวดภาษีที่ระบุ " "และใช้ยอดรวมเหล่านี้ในการคำนวณภาระภาษี" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " @@ -373,7 +376,7 @@ msgstr "" "จะล็อกและป้องกันการสร้างรายการบันทึกรายวันใหม่ที่เกี่ยวข้องกับ VAT " "การแก้ไขใบแจ้งหนี้ของลูกค้าหรือใบเรียกเก็บเงินของผู้ขายจะต้องบันทึกไว้ในรอบระยะเวลาถัดไป" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" @@ -383,12 +386,12 @@ msgstr "" "ของหน่วยงานจัดเก็บภาษีที่เกี่ยวข้องได้ " "ทั้งนี้ขึ้นอยู่กับการประยุกต์ใช้ของประเทศนั้นๆ" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "การซิงโครไนซ์ธนาคาร" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -399,15 +402,15 @@ msgstr "" "เพื่อนำเข้าธุรกรรมทั้งหมดไปยังฐานข้อมูลของคุณโดยอัตโนมัติ " "โดยจะให้ภาพรวมกระแสเงินสดของคุณโดยไม่ต้องเข้าสู่ระบบธนาคารออนไลน์หรือรอใบแจ้งยอดจากธนาคารแบบกระดาษ" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr ":doc:`การซิงโครไนซ์ธนาคาร `" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "การประเมินมูลค่าสินค้าคงคลัง" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " @@ -417,17 +420,17 @@ msgstr "" "และตลอดระยะเวลา (อัตโนมัติ) วิธีการที่ใช้ได้ ได้แก่ ราคามาตรฐาน ราคาเฉลี่ย " ":abbr:`LIFO (เข้าหลัง ออกก่อน)` และ :abbr:`FIFO (เข้าก่อน ออกก่อน)`" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "กำไรสะสม" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -439,11 +442,11 @@ msgstr "" "จึงไม่จำเป็นต้องมีบันทึกประจำวันสิ้นปีหรือโรลโอเวอร์ " "ยอดกำไรและขาดทุนจะถูกรายงานในรายงานงบดุลโดยอัตโนมัติ" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "ผู้ไว้วางใจ" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -453,11 +456,11 @@ msgstr "" ":การเลือกเมนู:`ระบบบัญชี --> การกำหนดค่า --> การตั้งค่า --> โหมดบริษัทบัญชี`" " เมื่อเปิดใช้งาน:" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "ลำดับของเอกสารจะสามารถแก้ไขได้ในเอกสารทั้งหมด" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -465,7 +468,7 @@ msgstr "" "ช่อง :guilabel:`ทั้งหมด (รวมภาษี)` " "ดูเหมือนจะเร่งความเร็วและควบคุมการเข้ารหัสโดยการสร้างบรรทัดอัตโนมัติด้วยบัญชีและภาษีที่ถูกต้อง" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -473,7 +476,7 @@ msgstr "" ":guilabel:`วันที่ออกใบแจ้งหนี้` และ :guilabel:`วันที่เรียกเก็บเงิน` " "จะถูกกรอกไว้ล่วงหน้าเมื่อเข้ารหัสธุรกรรม" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -713,10 +716,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -3382,6 +3387,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "ภาษี" @@ -5057,7 +5063,7 @@ msgid "" msgstr "PDF ทุกไฟล์ที่สร้างโดย Odoo จะมีไฟล์ **Factur-X** XML ในตัว" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -7312,10 +7318,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" -":ref:`วิธีการประเมินมูลค่าสินค้าคงคลังแบบอื่นๆ " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 msgid "" @@ -7979,11 +7983,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" -":ref:`แองโกล-แซ็กซอน vs. คอนติเนนตัล " -"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 msgid "" @@ -8411,6 +8413,7 @@ msgstr "กลับมาเพื่อรับเงินคืน 10 ด #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "ผังบัญชี" @@ -8444,11 +8447,11 @@ msgstr "ปุ่มสลับแบบเลื่อนลง" msgid "Group the accounts by type in Odoo Accounting" msgstr "จัดกลุ่มบัญชีตามประเภทใน Odoo ระบบบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "การกำหนดค่าบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -8464,7 +8467,7 @@ msgstr "" "แพ็คเกจนี้ประกอบด้วยผังบัญชีมาตรฐานที่กำหนดค่าตามข้อบังคับของประเทศแล้ว " "คุณสามารถใช้งานได้โดยตรงหรือตั้งค่าตามความต้องการของบริษัทของคุณ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " @@ -8474,7 +8477,7 @@ msgstr "" "--> ผังบัญชี` คลิก :guilabel:`สร้าง` และกรอกข้อมูลในฟิลด์ที่จำเป็น " "(อย่างน้อยที่สุด) (:guilabel:`รหัส , ชื่อบัญชี, ประเภท`)" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -8482,11 +8485,11 @@ msgstr "" "ไม่สามารถปรับเปลี่ยน **การประยุกต์ใช้ทางการเงิน** " "ของบริษัทได้เมื่อมีการลงรายการบัญชีรายการสมุดรายวัน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "รหัสและชื่อ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." @@ -8494,12 +8497,12 @@ msgstr "" "แต่ละบัญชีจะถูกระบุด้วย :guilabel:`รหัส` และ :guilabel:`ชื่อ` " "ซึ่งระบุถึงวัตถุประสงค์ของบัญชีด้วย" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "ประเภท" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -8507,23 +8510,23 @@ msgstr "" "การกำหนดค่า **ประเภทบัญชี** อย่างถูกต้องเป็นสิ่งสำคัญ " "เนื่องจากมีวัตถุประสงค์หลายประการ:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "ข้อมูลเกี่ยวกับวัตถุประสงค์และพฤติกรรมของบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "สร้างรายงานทางกฎหมายและการเงินเฉพาะประเทศ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "กำหนดหลักเกณฑ์ในการปิดปีบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "สร้างรายการเปิด" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" @@ -8531,42 +8534,42 @@ msgstr "" "หากต้องการกำหนดค่าประเภทบัญชี ให้เปิดตัวเลือกแบบเลื่อนลงของช่อง " ":guilabel:`ประเภท` และเลือกประเภทที่เกี่ยวข้องจากรายการต่อไปนี้:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "รายงาน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "หมวดหมู่" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "ประเภทบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "งบดุล" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "สินทรัพย์" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "ลูกหนี้" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "ธนาคารและเงินสด" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -8574,92 +8577,92 @@ msgstr "ธนาคารและเงินสด" msgid "Current Assets" msgstr "สินทรัพย์หมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "สินทรัพย์ไม่หมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "ชำระเงินล่วงหน้า" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "สินทรัพย์ถาวร" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "หนี้สิน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "เจ้าหนี้" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "บัตรเครดิต" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "หนี้สินหมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "หนี้สินไม่หมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "ส่วนของเจ้าของ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "กำไรสะสม" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "กำไร & ขาดทุน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "รายได้" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "รายได้อื่นๆ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "รายจ่าย" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "ค่าเสื่อมสภาพ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "ต้นทุนสินค้า" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "อื่น ๆ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "รายการนอกงบดุล" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " @@ -8669,15 +8672,15 @@ msgstr "" "` หากต้องการ **ทำให้รายการเป็นแบบอัตโนมัติ** ให้คลิก " ":guilabel:`มุมมอง` บนรายการบัญชี และไปที่แท็บ :guilabel:`ระบบอัตโนมัติ`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "คุณมีสามตัวเลือกสำหรับแท็บ :guilabel:`ระบบอัตโนมัติ`:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`ไม่`: นี่คือค่าเริ่มต้น ไม่มีอะไรเกิดขึ้น" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -8687,7 +8690,7 @@ msgstr "" "รายการร่างจะถูกสร้างขึ้นแต่ไม่ได้รับการตรวจสอบความถูกต้อง " "คุณต้องกรอกแบบฟอร์มที่เกี่ยวข้องก่อน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -8698,12 +8701,12 @@ msgstr "" "เมื่อใดก็ตามที่มีการผ่านรายการธุรกรรมในบัญชี " "รายการจะถูกสร้างขึ้นและตรวจสอบความถูกต้องทันที" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "ภาษีเริ่มต้น" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." @@ -8711,11 +8714,11 @@ msgstr "" "ในเมนู :guilabel:`มุมมอง` ของบัญชี ให้เลือก **ภาษีเริ่มต้น** " "ที่จะใช้เมื่อเลือกบัญชีนี้สำหรับการขายหรือซื้อผลิตภัณฑ์" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "แท็ก" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -8726,11 +8729,11 @@ msgstr "" "ให้คลิกช่อง :guilabel:`แท็ก` และเลือกแท็กที่มีอยู่หรือ :guilabel:`สร้าง` " "แท็กใหม่" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "กลุ่ม" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8746,11 +8749,11 @@ msgstr "" "คุณสามารถระบุกลุ่มเฉพาะให้กับบัญชีได้ในฟิลด์ :guilabel:`กลุ่ม` ใต้ " ":guilabel:`มุมมอง`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "สร้างกลุ่มบัญชีด้วยตนเอง" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8758,7 +8761,7 @@ msgstr "" "ผู้ใช้ทั่วไปไม่จำเป็นต้องสร้างกลุ่มบัญชีด้วยตนเอง " "ส่วนต่อไปนี้มีไว้สำหรับกรณีการใช้งานขั้นสูงและพบไม่บ่อยเท่านั้น" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8778,7 +8781,7 @@ msgstr "" msgid "Account groups creation." msgstr "การสร้างกลุ่มบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8792,11 +8795,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "กลุ่มบัญชีในงบทดลองใน Odoo ระบบบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "อนุญาตการกระทบยอด" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8804,7 +8807,7 @@ msgstr "" "บัญชีบางบัญชี เช่น บัญชีที่สร้างขึ้นเพื่อบันทึกธุรกรรมของวิธีการชำระเงิน " "สามารถใช้สำหรับการกระทบยอดรายการสมุดรายวันได้" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8816,7 +8819,7 @@ msgstr "" "บัญชีที่ใช้ในการบันทึกการชำระเงินด้วยบัตรเครดิตจำเป็นต้องได้รับการกำหนดค่าเป็น" " **อนุญาตการกระทบยอด**" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8829,11 +8832,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "อนุญาตการกระทบยอดบัญชีใน Odoo ระบบบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "เลิกใช้งานแล้ว" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8845,23 +8848,23 @@ msgstr "" "ทำเครื่องหมายที่ช่อง :guilabel:`ถูกเลิกใช้งานแล้ว` ในการตั้งค่าบัญชี และ " ":guilabel:`บันทึก`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8869,7 +8872,7 @@ msgstr "" "`บทช่วยสอน Odoo: ผังบัญชี `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9267,7 +9270,7 @@ msgid "Total to pay" msgstr "ค่าใช้จ่ายทั้งหมด" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "การกระทบยอดธนาคาร" @@ -9889,11 +9892,11 @@ msgstr "" "`บทช่วยสอน Odoo: การกำหนดค่าธนาคาร `_" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "การลงทะเบียนการชำระเงินจากใบแจ้งหนี้หรือใบเรียกเก็บเงิน" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -9915,7 +9918,7 @@ msgstr "" "ใบแจ้งหนี้หรือใบเรียกเก็บเงินของผู้จำหน่ายจะเปลี่ยนเป็นสถานะ " ":guilabel:`ชำระแล้ว`" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -9929,7 +9932,7 @@ msgstr "" msgid "See detailed information of a payment." msgstr "ดูรายละเอียดการชำระเงิน" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." @@ -9937,7 +9940,7 @@ msgstr "" "ใบแจ้งหนี้ของลูกค้าหรือใบเรียกเก็บเงินของผู้ขายจะต้องอยู่ในสถานะ " ":guilabel:`ลงรายการแล้ว` เพื่อลงทะเบียนการชำระเงิน" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." @@ -9945,7 +9948,7 @@ msgstr "" "หากคุณไม่กระทบยอดการชำระเงิน " "การชำระเงินจะยังคงปรากฏในบัญชีของคุณแต่จะไม่เชื่อมโยงกับใบแจ้งหนี้อีกต่อไป" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -9955,7 +9958,7 @@ msgstr "" "รายการสมุดรายวันจะถูกสร้างขึ้นโดยอัตโนมัติเพื่อผ่านรายการจำนวนเงินกำไร/ขาดทุน" " (กลับรายการ) จากอัตราแลกเปลี่ยน" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -9965,7 +9968,7 @@ msgstr "" "รายการสมุดรายวันจะถูกสร้างขึ้นโดยอัตโนมัติเพื่อผ่านรายการยอดเงินภาษีตามเกณฑ์เงินสด" " (กลับรายการ)" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -9978,11 +9981,11 @@ msgstr "" "ใบแจ้งหนี้และใบเรียกเก็บเงินจะถูกลงทะเบียนโดยตรงเป็น :guilabel: " "'ชำระเงินแล้ว'" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "การลงทะเบียนการชำระเงินไม่ผูกติดกับใบแจ้งหนี้หรือใบเรียกเก็บเงิน" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -9995,11 +9998,11 @@ msgstr "" "บัญชีลูกหนี้หรือบัญชีเจ้าหนี้จะจับคู่กับ **บัญชีคงค้าง** แทน " "จนกว่าจะจับคู่ด้วยตนเองกับใบแจ้งหนี้หรือใบเรียกเก็บเงินที่เกี่ยวข้อง" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "จับคู่ใบแจ้งหนี้และใบเรียกเก็บเงินกับการชำระเงิน" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -10017,7 +10020,7 @@ msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" "แสดงตัวเลือก เพิ่ม เพื่อกระทบยอดใบแจ้งหนี้หรือใบเรียกเก็บเงินกับการชำระเงิน" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." @@ -10025,11 +10028,11 @@ msgstr "" "ขณะนี้ใบแจ้งหนี้หรือใบเรียกเก็บเงินมีการทำเครื่องหมายเป็น " ":guilabel:`กำลังชำระเงิน` จนกว่าจะกระทบยอดกับใบแจ้งยอดธนาคารที่เกี่ยวข้อง" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "การชำระเงินเป็นกลุ่ม" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -10050,19 +10053,19 @@ msgstr "" "คุณสามารถเลือกและจัดกลุ่มการชำระเงินหลายรายการเป็นชุดได้โดยการคลิก " ":menuselection:`การดำเนินการ --> สร้างการชำระเงินเป็นกลุ่ม`" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "การชำระเงินที่ตรงกัน" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -10085,7 +10088,7 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "เมนูการจับคู่การชำระเงินในเมนูแบบเลื่อนลง" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -10095,11 +10098,11 @@ msgstr "" "หากผลรวมของเดบิตและเครดิตไม่ตรงกัน จะมียอดคงเหลืออยู่ " "สิ่งนี้จะต้องได้รับการกระทบยอดในภายหลังหรือจำเป็นต้องถูกตัดออกโดยตรง" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "การจับคู่การชำระเงินเป็นกลุ่ม" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -10121,11 +10124,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "ตัวเลือกการกระทบยอดการชำระเงินเป็นกลุ่ม" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "การลงทะเบียนการชำระเงินบางส่วน" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -10152,11 +10155,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "การชำระเงินบางส่วนของใบแจ้งหนี้หรือใบเรียกเก็บเงิน" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "กระทบยอดการชำระเงินกับใบแจ้งยอดธนาคาร" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -11621,6 +11624,7 @@ msgid "Compatible check stationery for printing checks" msgstr "เครื่องเขียนเช็คที่ใช้ร่วมกันได้สำหรับการพิมพ์เช็ค" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "สหรัฐอเมริกา" @@ -12157,11 +12161,11 @@ msgstr "" "**งบดุล** แสดงภาพรวมของสินทรัพย์ หนี้สิน และส่วนของผู้ถือหุ้นขององค์กรของคุณ" " ณ วันที่ที่ระบุ" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "กำไรขาดทุน" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -12171,11 +12175,11 @@ msgstr "" "จะแสดงรายได้สุทธิขององค์กรของคุณ " "โดยการหักค่าใช้จ่ายจากรายได้สำหรับรอบระยะเวลารายงาน" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "ข้อมูลสรุป" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." @@ -12183,21 +12187,21 @@ msgstr "" "**บทสรุปผู้บริหาร** " "ช่วยให้สามารถดูตัวเลขสำคัญทั้งหมดที่คุณต้องใช้ในการดำเนินธุรกิจได้อย่างรวดเร็ว" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "กล่าวโดยพื้นฐานแล้ว นี่คือสิ่งที่แต่ละรายการในส่วนนี้รายงาน:" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**ประสิทธิภาพ:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**อัตรากำไรขั้นต้น:**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." @@ -12205,11 +12209,11 @@ msgstr "" "การสนับสนุนการขายแต่ละครั้งโดยธุรกิจของคุณหักด้วยต้นทุนโดยตรงที่จำเป็นในการขายเหล่านั้น" " (เช่น ค่าแรง วัสดุ และอื่นๆ)" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**กำไรขั้นต้นสุทธิ:**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -12220,26 +12224,26 @@ msgstr "" " รวมถึงค่าใช้จ่ายคงที่ใดๆ ที่บริษัทของคุณมี (เช่น ค่าเช่า ค่าไฟฟ้า " "ภาษีที่คุณต้องจ่ายอันเป็นผลมาจากการขายเหล่านั้น)" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**ผลตอบแทนการลงทุน (ต่อปี):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" "อัตราส่วนของกำไรสุทธิที่ทำต่อจำนวนสินทรัพย์ที่บริษัทใช้เพื่อสร้างผลกำไรเหล่านั้น" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**ตำแหน่ง:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**จำนวนวันลูกหนี้เฉลี่ย:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." @@ -12247,11 +12251,11 @@ msgstr "" "จำนวนวันโดยเฉลี่ยที่ลูกค้าใช้เพื่อชำระเงินให้คุณ (เต็มจำนวน) " "จากใบแจ้งหนี้ของลูกค้าทั้งหมด" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**จำนวนวันเจ้าหนี้เฉลี่ย:**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." @@ -12259,11 +12263,11 @@ msgstr "" "จำนวนวันโดยเฉลี่ยที่คุณต้องใช้เพื่อชำระเงินให้ซัพพลายเออร์ (เต็มจำนวน) " "สำหรับใบเรียกเก็บเงินทั้งหมดของคุณ" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**ประมาณการเงินสดระยะสั้น:**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -12273,11 +12277,11 @@ msgstr "" " **บัญชีการขาย** ของคุณสำหรับเดือนนั้น ลบด้วยยอดคงเหลือใน **บัญชีจัดซื้อ** " "ของคุณสำหรับเดือนนั้น" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**สินทรัพย์หมุนเวียนต่อหนี้สิน:**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -12290,11 +12294,11 @@ msgstr "" "(หนี้สินที่จะครบกำหนดในปีหน้า) " "โดยทั่วไปจะใช้เป็นการวัดความสามารถของบริษัทในการชำระหนี้" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "บัญชีแยกประเภททั่วไป" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -12308,11 +12312,11 @@ msgstr "" "และจากนั้นคุณสามารถดูรายงานธุรกรรมโดยละเอียดหรือข้อยกเว้นใดๆ ได้ " "รายงานนี้มีประโยชน์สำหรับการตรวจสอบทุกธุรกรรมที่เกิดขึ้นในช่วงเวลาหนึ่ง" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "อายุบัญชีเจ้าหนี้" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " @@ -12322,11 +12326,11 @@ msgstr "" "เพื่อแสดงข้อมูลเกี่ยวกับใบเรียกเก็บเงินแต่ละรายการ ใบลดหนี้ " "และการชำระเงินเกินที่คุณเป็นหนี้ และระยะเวลาที่รายการเหล่านี้ค้างชำระ" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "อายุบัญชีลูกหนี้" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." @@ -12334,11 +12338,11 @@ msgstr "" "รายงาน **อายุบัญชีลูกหนี้** " "จะแสดงใบแจ้งหนี้การขายที่รอการชำระเงินในช่วงเดือนที่เลือกและหลายเดือนก่อนหน้า" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "งบกระแสเงินสด" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -12348,12 +12352,12 @@ msgstr "" "แสดงให้เห็นว่าการเปลี่ยนแปลงในบัญชีงบดุลและรายได้ส่งผลต่อเงินสดและรายการเทียบเท่าเงินสดอย่างไร" " และแบ่งการวิเคราะห์ออกเป็นกิจกรรมการดำเนินงาน การลงทุน และการเงิน" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "รายงานภาษี" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -16131,6 +16135,7 @@ msgstr "" "และอุตสาหกรรมเฉพาะอื่นๆ" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -22283,6 +22287,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "การติดตั้งโมดูล" @@ -24719,6 +24724,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr ":doc:`../accounting/get_started/chart_of_accounts`" @@ -24886,6 +24892,7 @@ msgstr "การจัดซื้อ GST" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -25759,6 +25766,7 @@ msgstr "`เทอร์มินัล Stripe ` " "ก่อนที่จะอัปโหลดไปยัง **พอร์ทัล GST** โดยการคลิก :guilabel:`รายงาน GSTR-1`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -40211,7 +40236,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "GSTR-1 ในสถานะการส่ง" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -40226,7 +40251,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "GSTR-1 อยู่ในกำลังรอสถานะ" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -40239,7 +40264,7 @@ msgstr "" "ระบุว่าใบแจ้งหนี้บางส่วนไม่ได้กรอกอย่างถูกต้องเพื่อให้ **พอร์ทัล GST** " "ตรวจสอบความถูกต้อง" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -40251,7 +40276,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "ส่ง GSTR-1 แล้ว" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -40271,7 +40296,7 @@ msgstr "ข้อผิดพลาด GSTR-1 ในใบแจ้งหนี msgid "GSTR-1 Error in Invoice Log" msgstr "ข้อผิดพลาด GSTR-1 ในบันทึกใบแจ้งหนี้" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -40284,11 +40309,11 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "GSTR-1 อยู่ในสถานะยื่นแล้ว" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "รับ GSTR-2B" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" @@ -40296,7 +40321,7 @@ msgstr "" "ผู้ใช้สามารถเรียกดู **รายงาน GSTR-2B** ได้จาก **พอร์ทัล GST** " "ซึ่งจะปรับรายงาน **GSTR-2B** กับใบเรียกเก็บเงิน Odoo ของคุณโดยอัตโนมัติ" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -40313,7 +40338,7 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "GSTR-2B อยู่ในสถานะกำลังรอการรับ" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " @@ -40323,7 +40348,7 @@ msgstr "" ":guilabel:`กำลังดำเนินการอยู่` หมายความว่า Odoo กำลังปรับรายงาน **GSTR-2B** " "กับใบเรียกเก็บเงิน Odoo ของคุณ" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" @@ -40331,7 +40356,7 @@ msgstr "" "เมื่อเสร็จแล้ว สถานะของรายงาน **GSTR-2B** จะเปลี่ยนเป็น :guilabel:`ตรงกัน` " "หรือ :guilabel:`ตรงกันบางส่วน`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "หากสถานะเป็น :guilabel:`ตรงกัน`:" @@ -40339,7 +40364,7 @@ msgstr "หากสถานะเป็น :guilabel:`ตรงกัน`:" msgid "GSTR-2B Matched" msgstr "GSTR-2B ตรงกัน" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -40358,12 +40383,12 @@ msgstr "GSTR-2B ตรงกันบางส่วน" msgid "GSTR-2B Reconciled Bills" msgstr "GSTR-2B กระทบยอดใบเรียกเก็บเงิน" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "รายงาน GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " @@ -40373,7 +40398,7 @@ msgstr "" "และ **การซื้อ** การคืนสินค้านี้สร้างขึ้นโดยอัตโนมัติโดยการแยกข้อมูลจาก " "**GSTR-1** และ **GSTR-2**" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" @@ -40383,7 +40408,7 @@ msgstr "" "**พอร์ทัล GST** เพื่อตรวจสอบว่าตรงกันหรือไม่โดยคลิก :guilabel:`รายงาน " "GSTR-3`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -40396,7 +40421,7 @@ msgstr "" msgid "GSTR-3" msgstr "GSTR-3" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -40409,7 +40434,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "GSTR-3 รายการโพสต์" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "เมื่อโพสต์แล้ว สถานะรายงาน **GSTR-3** จะเปลี่ยนเป็น :guilabel:`ยื่น`" @@ -40418,15 +40443,15 @@ msgstr "เมื่อโพสต์แล้ว สถานะรายง msgid "GSTR-3 Filed" msgstr "ยื่น GSTR-3 แล้ว" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "รายงานภาษี" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "รายงาน GSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -40442,24 +40467,24 @@ msgstr "" msgid "GSTR-1 Report" msgstr "รายงาน GSTR-1" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "รายงาน :guilabel:`GSTR-3` ประกอบด้วยส่วนต่างๆ:" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "รายละเอียดของการจัดหาภายในและภายนอกอาจมี **ค่าธรรมเนียมย้อนกลับ**;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "มีสิทธิ์ :abbr:`ITC (เครดิตภาษีเงินได้)`;" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" "ค่าของอุปทานภายใน **ที่ได้รับการยกเว้น**, **ไม่มีคะแนน** และ **ไม่ใช่ GST**" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "รายละเอียดสิ่งของระหว่างรัฐที่ผลิตให้กับบุคคลที่ **ไม่ได้ลงทะเบียน**" @@ -42247,262 +42272,650 @@ msgstr "ประเทศเคนยา" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -":ref:`ติดตั้ง ` " -"โมดูลต่อไปนี้เพื่อรับฟีเจอร์ทั้งหมดของการประยุกต์ใช้สำหรับประเทศเคนยา:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" -msgstr ":guilabel:`ประเทศเคนยา - ระบบบัญชี`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "`l10n_ke`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" -"การติดตั้งโมดูลนี้จะทำให้คุณสามารถเข้าถึงรายการบัญชีที่ใช้ใน GAAP " -"ท้องถิ่นและรายการภาษีทั่วไป (VAT ฯลฯ)" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr ":guilabel:`ประเทศเคนยา - รายงานด้านบัญชี`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" -msgstr "`l10n_ke_reports`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -"การติดตั้งโมดูลนี้จะทำให้คุณสามารถเข้าถึงรายงานทางบัญชีที่ได้รับการปรับปรุงสำหรับประเทศเคนยา" -" เช่น กำไรขาดทุน และงบดุล" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 -msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 +msgid "" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" -"คุณต้องติดตั้งแพ็คเกจ **การรวม EDI ของอุปกรณ์ Tremol ของประเทศเคนยา** " -"เพื่อให้สามารถรายงานภาษีของคุณไปยัง **Kenya Revenue Authority (KRA)** โดยใช้" -" Tremol G03 Control Unit:" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr ":guilabel:`การรวม EDI ของอุปกรณ์ Tremol ของประเทศเคนยา`" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" -msgstr "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -"การติดตั้งโมดูลนี้จะทำงานร่วมกับอุปกรณ์หน่วยควบคุม Tremol ของประเทศเคนยา G03" -" เพื่อรายงานภาษีไปยัง KRA ผ่านทาง TIMS" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" -"โมดูลทั้งสามสำหรับแพ็คเกจการประยุกต์ใช้ทางการเงินของประเทศเคนยาบน Odoo" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" -msgstr "การรวมระบบ TIMS ของประเทศเคนยา" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -"หน่วยงานสรรพากรเคนยา (KRA) " -"ได้ตัดสินใจเปลี่ยนระบบดิจิทัลเพื่อการจัดเก็บภาษีผ่าน " -"**ระบบการจัดการใบกำกับภาษี (TIMS)** ตั้งแต่วันที่ 1 ธันวาคม 2565 " -"บุคคลที่จดทะเบียน VAT ทุกคนควรปฏิบัติตาม TIMS เป้าหมายคือการลดการฉ้อโกง VAT " -"เพิ่มรายได้จากภาษี และเพิ่มการปฏิบัติตาม VAT ผ่านการกำหนดมาตรฐาน " -"การตรวจสอบความถูกต้อง และการส่งใบแจ้งหนี้ไปยัง KRA " -"แบบเรียลไทม์หรือใกล้เคียงเรียลไทม์" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" -"ผู้เสียภาษีที่จดทะเบียน VAT ทั้งหมดควรใช้ " -"**ทะเบียนภาษีที่เป็นไปตามข้อกำหนด** Odoo ตัดสินใจพัฒนาการรวม **หน่วยควบคุม " -"Tremol G03 (ประเภท C)** ซึ่งสามารถเรียกใช้ภายในเครื่องผ่าน USB " -"อุปกรณ์นี้จะตรวจสอบใบแจ้งหนี้เพื่อให้แน่ใจว่าเอกสารทางการเงินเป็นไปตามกฎระเบียบใหม่" -" และส่งใบกำกับภาษีที่ได้รับการตรวจสอบแล้วไปยัง KRA โดยตรง " -"จำเป็นต้องติดตั้งพร็อกซีเซิร์ฟเวอร์ที่ให้เกตเวย์ระหว่างผู้ใช้และอินเทอร์เน็ต" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" -msgstr "การติดตั้งพร็อกซีเซิร์ฟเวอร์บนอุปกรณ์ Windows" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" -"ไปที่ `odoo.com/download `_ " -"กรอกข้อมูลที่จำเป็นแล้วคลิก :guilabel:`ดาวน์โหลด`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" -msgstr "ติดตั้งพร็อกซีเซิร์ฟเวอร์บนอุปกรณ์ Windows" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 -msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +msgid "List of fetched OSCU codes." msgstr "" -"เมื่อโหลดลงในคอมพิวเตอร์ของคุณแล้ว ตัวช่วยจะเปิดขึ้น " -"คุณต้องอ่านและเห็นด้วยกับเงื่อนไขของข้อตกลง ในหน้าถัดไป เลือก " -":guilabel:`ประเภทการติดตั้ง: Odoo IoT` จากนั้น คลิก :guilabel:`ถัดไป` และ " -":guilabel:`ติดตั้งl` เมื่อเสร็จแล้ว คลิก :guilabel:`ถัดไป` " -"ทำเครื่องหมายที่ช่อง :guilabel:`เริ่ม Odoo` เพื่อเปลี่ยนเส้นทางไปยัง Odoo " -"โดยอัตโนมัติ จากนั้นคลิก :guilabel:`เสร็จสิ้น`" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 -msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" msgstr "" -"หน้าใหม่จะเปิดขึ้น เพื่อยืนยันว่า :doc:`กล่อง IoT " -"<../../general/iot/config/connect>` ของคุณพร้อมใช้งานแล้ว " -"เชื่อมต่ออุปกรณ์ทางกายภาพของคุณ **ชุดควบคุม Tremol G03 (ประเภท C)** " -"เข้ากับแล็ปท็อปของคุณผ่าน USB ในส่วน :guilabel:`อุปกรณ์ IoT` " -"ให้ตรวจสอบว่าชุดควบคุม Tremol G03 (ประเภท C) ของคุณแสดงขึ้น " -"เพื่อยืนยันการเชื่อมต่อระหว่างอุปกรณ์และคอมพิวเตอร์ของคุณ" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "กล่อง IoT ของคุณพร้อมใช้งานแล้ว" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -"หากตรวจไม่พบอุปกรณ์ ให้ลองเสียบปลั๊กอีกครั้งหรือคลิกที่ปุ่ม " -":guilabel:`รีสตาร์ท` ที่มุมขวาบน" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" -":doc:`เชื่อมต่อกล่อง IoT กับฐานข้อมูลของคุณ " -"<../../general/iot/config/connect>`" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" -msgstr "การส่งข้อมูลไปยัง KRA โดยใช้ชุดควบคุม Tremol G03" +msgid "Notices" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -"ตามข้อกำหนดเบื้องต้น โปรดตรวจสอบว่า :ref:`โมดูลระบบบัญชีประเทศเคนยา " -"` ได้รับการติดตั้งบนฐานข้อมูลของคุณแล้ว " -"จากนั้น ไปที่ :menuselection:`ระบบบัญชี --> การกำหนดค่า --> การตั้งค่า --> " -"ส่วนการรวม TIMS ของประเทศเคนยา` และตรวจสอบว่า " -":guilabel:`ที่อยู่พร็อกซีหน่วยควบคุม` ตรงกับที่อยู่ของกล่อง IoT" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -"หากต้องการส่งข้อมูลไปยัง KRA ให้สร้างใบแจ้งหนี้ใหม่โดยไปที่ " -":menuselection:`แดชบอร์ดระบบบัญชี -> บัตรใบแจ้งหนี้ลูกค้า` และคลิก " -":guilabel:`ใบแจ้งหนี้ใหม่` เมื่อยืนยันใบแจ้งหนี้ใหม่ ปุ่ม " -":guilabel:`ส่งใบแจ้งหนี้ไปยังอุปกรณ์ทางการเงิน` จะแสดงขึ้น " -"การคลิกจะส่งรายละเอียดใบแจ้งหนี้ไปยังอุปกรณ์และจากอุปกรณ์ไปยังรัฐบาล " -"ขณะนี้ช่อง :guilabel:`หมายเลขใบแจ้งหนี้ CU` " -"กรอกลงในใบแจ้งหนี้ของคุณเรียบร้อยแล้ว เพื่อยืนยันว่าข้อมูลได้ถูกส่งไปแล้ว" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -"แท็บ :guilabel:`อุปกรณ์ทางการเงิน Tremol G03` มีช่องต่างๆ " -"ที่จะกรอกข้อมูลโดยอัตโนมัติเมื่อส่งใบแจ้งหนี้ไปยังรัฐบาล:" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." -msgstr ":guilabel:`รหัส QR โค้ด CU`: URL จากพอร์ทัล KRA ซึ่งสะท้อนถึง QR โค้ด" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." -msgstr ":guilabel:`หมายเลขซีเรียล CU`: แสดงถึงหมายเลขซีเรียลของอุปกรณ์" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 -msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -":guilabel:`วันที่และเวลาลงนาม CU`: วันที่และเวลาที่ส่งใบแจ้งหนี้ไปยัง KRA" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 -msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -"หากคุณคลิกที่ :guilabel:`ส่งและพิมพ์` ใบแจ้งหนี้ .pdf จะถูกสร้างขึ้น " -"มีการกล่าวถึง :guilabel:`ข้อมูลอุปกรณ์ทางการเงินของประเทศเคนยา` ในเอกสาร" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 +msgid "" +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 +msgid "" +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "ออกใบแจ้งหนี้" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" -"หากต้องการตรวจสอบว่า KRA ได้รับข้อมูลใบแจ้งหนี้แล้ว ให้นำ " -":guilabel:`หมายเลขใบแจ้งหนี้ CU` และป้อนลงใน " -":guilabel:`ตัวตรวจสอบหมายเลขใบแจ้งหนี้` บนเว็บไซต์ " -"`เว็บไซต์หน่วยงานสรรพากรประเทศเคนยา `_ " -"คลิก :guilabel:`ตรวจสอบ` และค้นหารายละเอียดใบแจ้งหนี้" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 msgid "Luxembourg" @@ -42759,6 +43172,7 @@ msgstr "" "โปรดตรวจสอบให้แน่ใจว่าได้ติดตั้งแอปพลิเคชัน *การเซ็น* แล้ว" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "ข้อกำหนด" @@ -46630,6 +47044,7 @@ msgstr "" "โดยไม่คำนึงถึงผู้ให้บริการเอกสารอิเล็กทรอนิกส์: IAP, Digiflow หรือ |SUNAT|" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "ข้อมูลที่จำเป็น" @@ -50103,6 +50518,1423 @@ msgstr "" "ในระหว่างกระบวนการนี้ ปุ่ม :guilabel:`เชื่อมต่อกับ HMRC` " "จะไม่แสดงสำหรับบริษัทอื่นๆ ที่อยู่ในสหราชอาณาจักรอีกต่อไป" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "สัญญาของพนักงาน" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "สร้างการชำระเงินเป็นกลุ่ม" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "การชำระเงินทั้งหมดในกลุ่มต้องใช้วิธีการชำระเงินเดียวกัน" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "ประเทศเวียดนาม" @@ -51883,11 +53715,11 @@ msgid "" msgstr "" "หลังจาก **30 วัน** ธุรกรรมจะ **เป็นโมฆะโดยอัตโนมัติ** โดย Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "การชำระเงิน ACH (ในสหรัฐอเมริกาเท่านั้น)" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." @@ -51895,7 +53727,7 @@ msgstr "" ":abbr:`ACH (สำนักงานหักบัญชีอัตโนมัติ)` " "เป็นระบบโอนเงินทางอิเล็กทรอนิกส์ที่ใช้ระหว่างบัญชีธนาคารในสหรัฐอเมริกา" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -51915,7 +53747,7 @@ msgstr "" "เปลี่ยนชื่อผู้ให้บริการเพื่อแยกความแตกต่างทั้งสองเวอร์ชัน (เช่น " "`Authorize.net - ธนาคาร`)" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." @@ -51924,15 +53756,15 @@ msgstr "" ":guilabel:`เปิดใช้งานแล้ว` สำหรับบัญชีปกติ หรือ :guilabel:`โหมดทดสอบ` " "สำหรับบัญชี Sandbox" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "นำเข้าใบแจ้งยอด Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "ส่งออกจาก Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "ในการส่งออกใบแจ้งยอด:" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "เข้าสู่ระบบ Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." @@ -51958,7 +53790,7 @@ msgstr "" "ไปที่ :menuselection:`บัญชี --> ใบแจ้งยอด --> ใบแจ้งยอดการชำระบัญชี " "eCheck.Net`" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." @@ -51966,7 +53798,7 @@ msgstr "" "กำหนดช่วงการส่งออกโดยใช้การชำระเป็นชุด *แบบเปิด* และ *แบบปิด* " "ธุรกรรมทั้งหมดภายในการชำระเงินสองชุดจะถูกส่งออกไปยัง Odoo" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -51984,7 +53816,7 @@ msgstr "การเลือกธุรกรรม Authorize.Net ที่จ msgid "Settlement batch of an Authorize.Net statement" msgstr "ชุดการชำระบัญชีของใบแจ้งยอด Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." @@ -51992,15 +53824,15 @@ msgstr "" "ในกรณีนี้ งวดแรก (01/01/2021) ของปีเป็นของการชำระเงินของวันที่ 31/12/2020 " "ดังนั้นการชำระเงิน **แบบเปิด** คือจาก 31/12/2020" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "เมื่อข้อมูลอยู่ในชีต :guilabel:`รายงาน 1 ดาวน์โหลด`:" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "ไปที่แท็บ :guilabel:`การค้นหาธุรกรรม` บน Authorize.Net" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" @@ -52010,11 +53842,11 @@ msgstr "" "ให้เลือกช่วงวันที่ชำระเป็นชุดที่ใช้ก่อนหน้านี้ในช่อง :guilabel:`จาก:` และ " ":guilabel:`ถึง:` และคลิก :guilabel:`ค้นหา`" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "เมื่อสร้างรายการแล้ว คลิก :guilabel:`ดาวน์โหลดไปยังไฟล์`" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " @@ -52024,7 +53856,7 @@ msgstr "" "CAVV/คั่นด้วยเครื่องหมายจุลภาค`, เปิดใช้งาน " ":guilabel:`รวมส่วนหัวของคอลัมน์`, และคลิก :guilabel:`ส่ง`" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " @@ -52034,7 +53866,7 @@ msgstr "" ":guilabel:`รายงาน 2 ดาวน์โหลด` ของ :ref:`เทมเพลตการนำเข้า Excel `" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -52050,26 +53882,26 @@ msgstr "" "ให้คัดลอกสูตรจากบรรทัดที่กรอกไว้ก่อนหน้านี้ของชีต " ":guilabel:`ระหว่างทางสำหรับรายงาน 1` หรือ :guilabel:`2` และวางลงในบรรทัดว่าง" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" "เพื่อให้ได้ยอดปิดบัญชีที่ถูกต้อง **อย่าลบ** บรรทัดใดๆ ออกจากแผ่นงาน Excel" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "นำเข้าสู่ Odoo" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "หากต้องการนำเข้าข้อมูลไปยัง Odoo:" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "เปิด :ref:`เทมเพลตการนำเข้า Excel `" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " @@ -52078,7 +53910,7 @@ msgstr "" "คัดลอกข้อมูลจากชีต :guilabel:`ระหว่างทางสำหรับรายงาน 2` และใช้ *วางแบบพิเศษ*" " เพื่อวางเฉพาะค่าในชีต :guilabel:`Odoo นำเข้าเป็น CSV`" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -52090,13 +53922,13 @@ msgstr "" "เนื่องจากไม่สามารถนำเข้าได้เช่นนี้ โปรดไปที่ :menuselection:`Authorize.Net " "--> บัญชี --> ใบแจ้งยอด --> ใบแจ้งยอดการชำระบัญชี eCheck.Net`" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" "มองหา :guilabel:`การทำธุรกรรมการเรียกเก็บเงิน / การปฏิเสธการชำระเงิน` " "แล้วคลิก" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " @@ -52106,7 +53938,7 @@ msgstr "" ":guilabel:`Odoo นำเข้าเป็น CSV` และเพิ่ม `การปฏิเสธการชำระเงิน /` " "ก่อนคำอธิบาย" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " @@ -52116,7 +53948,7 @@ msgstr "" "` สำหรับใบแจ้งหนี้แต่ละใบ " "และคัดลอก/วางคำอธิบายลงในแต่ละบรรทัด :guilabel:`ป้ายกำกับ`" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -52129,7 +53961,7 @@ msgstr "" msgid "Chargeback description" msgstr "คำอธิบายการปฏิเสธการชำระเงิน" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " @@ -52139,7 +53971,7 @@ msgstr "" "และเปลี่ยนรูปแบบของคอลัมน์ :guilabel:`จำนวน` ในชีต :guilabel:`Odoo " "นำเข้าเป็น CSV` เป็น *ตัวเลข*" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " @@ -52148,7 +53980,7 @@ msgstr "" "กลับไปที่ :menuselection:`ใบแจ้งยอดการชำระบัญชี eCheck.Net --> ค้นหาธุรกรรม`" " และค้นหาวันที่ชำระหนี้แบบกลุ่มที่ใช้ก่อนหน้านี้อีกครั้ง" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " @@ -52158,7 +53990,7 @@ msgstr "" "ตรงกับวันที่ชำระเงินที่เกี่ยวข้องซึ่งพบในคอลัมน์ :guilabel:`วันที่` ของ " ":guilabel:`Odoo นำเข้าเป็น CSV`" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." @@ -52166,7 +53998,7 @@ msgstr "" "หากไม่ตรงกัน ให้แทนที่วันที่ด้วยวันที่จาก eCheck.Net จัดเรียงคอลัมน์ตาม " "*วันที่* และตรวจสอบให้แน่ใจว่าอยู่ในรูปแบบ `MM/DD/YYYY`" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " @@ -52175,7 +54007,7 @@ msgstr "" "คัดลอกข้อมูล - รวมส่วนหัวของคอลัมน์ - จากชีต :guilabel:`Odoo นำเข้าเป็น CSV`" " วางลงในไฟล์ Excel ใหม่ และบันทึกโดยใช้รูปแบบ CSV" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -52187,7 +54019,7 @@ msgstr "" ":menuselection:`รายการโปรด -> บันทึกการนำเข้า -> โหลดไฟล์` เลือกไฟล์ CSV " "และอัปโหลดลงใน Odoo" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/th/LC_MESSAGES/general.po b/locale/th/LC_MESSAGES/general.po index ca3e546bf..10a22b1fe 100644 --- a/locale/th/LC_MESSAGES/general.po +++ b/locale/th/LC_MESSAGES/general.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Rasareeyar Lappiam, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -3928,15 +3928,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3944,11 +3944,11 @@ msgid "" "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "" @@ -3956,7 +3956,7 @@ msgstr "" msgid "Warning in Odoo upon email limit reached." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3964,63 +3964,65 @@ msgid "" " blacklisted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." +msgid "**50 emails per day** for one-app free and trial databases." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -4028,7 +4030,7 @@ msgid "" "click the :guilabel:`Retry` button next to an unsent email." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -4037,20 +4039,20 @@ msgid "" "`, instead of emails." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -4058,23 +4060,24 @@ msgid "" "line is a copy of the message.`" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -4084,17 +4087,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -4102,14 +4105,14 @@ msgid "" "correctly." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4120,46 +4123,35 @@ msgid "" " --> System Parameters`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"แคมเปญอีเมลส่งตามเวลาที่กำหนด " -"โดยใช้การหน่วงเวลาที่ตั้งโปรแกรมไว้ล่วงหน้าในฐานข้อมูล Odoo " -"ใช้งานล่าช้าในการส่งอีเมลที่ถือว่า \"ไม่เร่งด่วน\" (รูปแบบจดหมายข่าว เช่น " -"การส่งจดหมายกลุ่ม ระบบการตลาดอัตโนมัติ และกิจกรรมต่างๆ) " -"สามารถใช้ยูทิลิตี้ระบบ **cron** " -"เพื่อกำหนดเวลาโปรแกรมให้ทำงานโดยอัตโนมัติตามช่วงเวลาที่กำหนดไว้ Odoo " -"ใช้นโยบายนั้นเพื่อหลีกเลี่ยงไม่ให้เมลเซิร์ฟเวอร์เกะกะ " -"และให้ความสำคัญกับการสื่อสารแต่ละรายการแทน **cron** นี้เรียกว่า " -":guilabel:`จดหมาย: ตัวจัดการคิวอีเมล` และสามารถเข้าถึงได้ใน " -":ref:`โหมดนักพัฒนาซอฟต์แวร์ ` โดยไปที่ :menuselection:`แอปการตั้งค่า --> " -"เมนูทางเทคนิค --> ระบบอัตโนมัติ - -> การดำเนินการตามกำหนดการ `" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4169,41 +4161,41 @@ msgid "" "adjustments." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4213,58 +4205,58 @@ msgid "" "servers from the database." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4274,67 +4266,67 @@ msgid "" "efficient way for the Odoo Support team to investigate." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" diff --git a/locale/th/LC_MESSAGES/hr.po b/locale/th/LC_MESSAGES/hr.po index dd8d3455f..3101c9150 100644 --- a/locale/th/LC_MESSAGES/hr.po +++ b/locale/th/LC_MESSAGES/hr.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Rasareeyar Lappiam, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -654,7 +654,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -715,7 +715,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -868,142 +868,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "การรายงาน" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "เป้าหมาย" @@ -1171,6 +1042,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "การรายงาน" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "การลงเวลางาน" @@ -1653,7 +1777,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "ภาพรวม" @@ -5566,9 +5690,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "ป้อนข้อมูลต่อไปนี้ในแบบฟอร์ม:" @@ -6958,134 +7082,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "สินค้า" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "หมวดหมู่สินค้า" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "การเตือน" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7093,21 +7100,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7116,7 +7123,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7124,32 +7131,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7164,15 +7171,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7914,6 +7925,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "สินค้า" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "หมวดหมู่สินค้า" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8438,7 +8574,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8628,7 +8763,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9697,7 +9832,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -10006,9 +10141,9 @@ msgstr ":doc:`payroll/reporting`" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -10022,19 +10157,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -10043,37 +10170,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -10081,20 +10209,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -10103,34 +10232,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -10138,19 +10267,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10158,70 +10287,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10230,7 +10397,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10239,48 +10406,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10291,46 +10478,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10340,11 +10527,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10354,335 +10541,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" -"การหักหรือการจัดสรรอัตโนมัติสำหรับพนักงาน เช่น การจ่ายเงินเลี้ยงดูบุตร " -"และค่าจ้าง เรียกว่า *เอกสารแนบเงินเดือน* ไปที่ " -":menuselection:`แอปบัญชีเงินเดือน --> สัญญา --> เอกสารแนบเงินเดือน` " -"เพื่อดูรายการเอกสารแนบเงินเดือนที่กำหนดค่าไว้ในปัจจุบันทั้งหมด" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -":guilabel:`วันที่สิ้นสุดโดยประมาณ`: ช่องนี้จะแสดงขึ้นต่อจากช่อง " -":guilabel:`จำนวนเงินรายเดือน` เท่านั้น และหาก :guilabel:`ประเภท` เป็น " -"**ไม่ได้** ตั้งค่าเป็น :guilabel:`ค่าเลี้ยงดูบุตร` " -"วันที่นี้เป็นวันที่คาดการณ์ว่าเอกสารแนบเงินเดือนจะสิ้นสุด " -"และได้รับการคำนวณโดยอัตโนมัติเมื่อทั้งสองฟิลด์ :guilabel:`จำนวนเงินรายเดือน`" -" และ :guilabel:`จำนวนเงินทั้งหมด` ได้รับการเติมข้อมูล " -"ซึ่งคำนวณตามจำนวนเงินที่ต้องชำระ และจำนวนเงินที่ต้องชำระในแต่ละเดือน หาก " -":guilabel:`จำนวนเงินรายเดือน` หรือ :guilabel:`จำนวนเงินทั้งหมด` เปลี่ยนแปลง " -"ช่องนี้จะอัปเดตโดยอัตโนมัติ ไม่สามารถ **แก้ไขฟิลด์นี้ได้**" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "ข้อเสนอ" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -12168,47 +12361,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12216,27 +12409,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12246,11 +12439,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "ขัดแย้ง" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12258,7 +12451,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12266,7 +12459,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12278,13 +12471,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12293,7 +12486,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12304,42 +12497,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12347,11 +12540,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12359,7 +12552,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12370,19 +12563,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12390,18 +12583,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12411,34 +12604,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12448,14 +12641,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12463,18 +12656,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12482,7 +12675,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12490,32 +12683,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12525,17 +12718,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12543,7 +12736,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12553,17 +12746,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12571,7 +12764,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12579,7 +12772,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12587,7 +12780,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12604,14 +12797,14 @@ msgstr "" "แทนที่จะยกเลิกสลิปเงินเดือน แก้ไขรายการงาน และออกเช็คเงินเดือนใหม่ Odoo " "อนุญาตให้ใช้คำขอลาหยุดเหล่านั้นกับรอบการชำระเงินต่อไปนี้แทน" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12624,18 +12817,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12643,7 +12836,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12657,30 +12850,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12689,7 +12882,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12700,7 +12893,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13371,7 +13564,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "ใหม่" @@ -13515,7 +13707,7 @@ msgstr "" ":guilabel:`อีเมลเสริม`" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13554,519 +13746,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "ปฏิเสธ" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "เทมเพลตอีเมล" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "เหตุผลในการปฏิเสธ" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "เพิ่มด่วน" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" -"เพิ่มผู้สมัครใหม่อย่างรวดเร็วโดยใช้ปุ่ม *เพิ่มด่วน* " -"หากไม่ได้อยู่ในมุมมองตำแหน่งงานคัมบัง " -"ให้นำทางไปยังแดชบอร์ดการสรรหาบุคลากรหลักโดยไปที่ " -":menuselection:`แอประบบสรรหาบุคลากร --> แอปพลิเคชัน --> ตามตำแหน่งงาน` " -"คลิกปุ่ม :guilabel:`(#) ใบสมัครใหม่` " -"บนบัตรตำแหน่งงานที่ผู้สมัครควรเพิ่มเข้าไป จากนั้น คลิกที่ไอคอน :icon:`fa-" -"plus` :guilabel:`(plus)` ขนาดเล็กที่มุมบนขวาของขั้นตอน :guilabel:`สร้าง` " -"เพื่อเพิ่มผู้สมัครใหม่อย่างรวดเร็ว" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" -":guilabel:`เงินเดือนที่คาดหวัง`: " -"ป้อนจำนวนเงินที่ผู้สมัครขอสำหรับตำแหน่งในสาขานี้ หมายเลขควรอยู่ในรูปแบบ " -"`XX,XXX.XX` สกุลเงินถูกกำหนดโดยการตั้งค่าการประยุกต์ใช้ของบริษัท" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -14074,7 +13758,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -14082,11 +13766,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -14102,7 +13786,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -14111,20 +13795,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -14133,7 +13817,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -14143,14 +13827,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -14158,7 +13842,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -14168,7 +13852,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -14176,7 +13860,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -14185,7 +13869,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -14198,7 +13882,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -14207,17 +13891,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14225,20 +13909,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14246,28 +13930,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14285,18 +13969,18 @@ msgstr "" "แต่ละคำสั่งจะแสดงหน้าต่างป๊อปอัปที่แตกต่างกัน " "ทำตามคำแนะนำสำหรับแต่ละคำสั่งเพื่อกรอกข้อมูลให้สมบูรณ์" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14304,7 +13988,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14312,13 +13996,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14329,14 +14013,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14359,7 +14043,7 @@ msgstr "" "หรือ :guilabel:`สุดท้าย` สำหรับเมนูแบบเลื่อนลงเมนูแรก จากนั้นเลือกวัน ( " ":guilabel:`วันจันทร์`, :guilabel:`วันอังคาร` ฯลฯ) ในเมนูแบบเลื่อนลงที่สอง" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14370,17 +14054,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14389,7 +14073,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14411,13 +14095,13 @@ msgstr "" " และ :guilabel:`เฉพาะผู้ใช้ภายในเท่านั้น` " "อนุญาตให้ใครก็ตามที่ล็อกอินเข้าสู่ฐานข้อมูลของบริษัทเพื่อ ดูการประชุม" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14431,11 +14115,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14443,7 +14127,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14474,14 +14158,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14489,7 +14173,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14497,7 +14181,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14510,7 +14194,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14518,11 +14202,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14531,7 +14215,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14540,11 +14224,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14553,7 +14237,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14562,7 +14246,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14571,11 +14255,11 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." @@ -14583,7 +14267,7 @@ msgstr "" "ช่องต่อไปนี้จะปรากฏสำหรับข้อเสนอทั้งหมดที่ส่งถึงผู้สมัคร " "โดยไม่คำนึงถึงการตั้งค่าการประยุกต์ใช้" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14593,7 +14277,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14601,19 +14285,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14622,28 +14306,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14653,7 +14337,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14661,11 +14345,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14676,42 +14360,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14729,13 +14413,13 @@ msgstr "" ":guilabel:` ปุ่มขั้นตอนที่ลงนามในสัญญาที่ด้านบนของบัตรของผู้สมัครแต่ละราย " "และคลิก :guilabel:`ลงนามในสัญญาแล้ว`" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14746,11 +14430,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "สร้างพนักงาน" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14759,13 +14443,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "เพิ่มด่วน" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -15040,6 +15051,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "เทมเพลตอีเมล" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "เหตุผลในการปฏิเสธ" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "แนะนำ" @@ -15068,8 +15366,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15348,7 +15646,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15494,147 +15792,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "รางวัล" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" -"หากต้องการแลกคะแนนเป็นรางวัล ให้คลิกปุ่ม :guilabel:`รางวัล` " -"บนแดชบอร์ดแนะนำพนักงานหลัก " -"รางวัลที่กำหนดค่าไว้ทั้งหมดจะแสดงอยู่ในบัตรรางวัลแต่ละใบ " -"คะแนนที่ต้องใช้ในการซื้อรางวัลจะแสดงอยู่ที่มุมขวาบนของบัตร " -"หากผู้ใช้มีคะแนนเพียงพอที่จะซื้อรางวัล ปุ่ม :guilabel:`🧺 (ตะกร้า) ซื้อ` " -"จะแสดงที่ด้านล่างของบัตรรางวัล หากพวกเขามีคะแนนไม่เพียงพอสำหรับรางวัล " -"บัตรรางวัลจะแสดง :guilabel:`คุณต้องมีคะแนนอีก (x) คะแนนเพื่อซื้อสิ่งนี้` " -"แทนที่จะเป็นปุ่มซื้อ" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "ระดับ" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15651,11 +15826,11 @@ msgstr "" "ส่วนที่เป็นสีฟ้าของวงแหวนแสดงถึงคะแนนที่ได้รับ " "ในขณะที่ส่วนสีขาวแสดงถึงคะแนนที่ยังต้องการก่อนที่จะเพิ่มระดับ" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15666,14 +15841,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15689,7 +15864,7 @@ msgstr "" "คะแนนที่จำเป็นในการเลื่อนระดับคือคะแนนสะสมทั้งหมดที่ได้รับตลอดอายุของพนักงาน" " ไม่ใช่คะแนนเพิ่มเติมจากระดับก่อนหน้าที่ต้องได้รับ" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15698,7 +15873,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15711,18 +15886,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15731,7 +15906,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15739,7 +15914,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15751,119 +15926,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" -":guilabel:`บริษัท`: บริษัทปัจจุบันจะเติมฟิลด์นี้ตามค่าเริ่มต้น " -"หากต้องการแก้ไขบริษัทที่ควรแสดงการแจ้งเตือน ให้เลือกบริษัทจากเมนูแบบเลื่อนลง" -" หากฟิลด์นี้ยังคงว่างไว้ ทุกคนที่มีสิทธิ์เข้าถึงแอปพลิเคชัน " -"*ระบบแนะนำพนักงาน* จะมองเห็นการแจ้งเตือนได้ หากมีการระบุบริษัท " -"เฉพาะผู้ใช้ภายในบริษัทนั้น (ที่มีสิทธิ์เข้าถึงแอปพลิเคชัน *ผู้แนะนำ* ด้วย) " -"เท่านั้นที่จะเห็นการแจ้งเตือน " -"ฟิลด์นี้จะปรากฏเฉพาะเมื่ออยู่ในฐานข้อมูลหลายบริษัท" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15871,7 +15941,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15881,7 +15951,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15890,7 +15960,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15901,16 +15971,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "รางวัล" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16693,10 +17052,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -17281,232 +17636,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "การจัดการ" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17514,7 +17643,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17522,7 +17651,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17530,44 +17659,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17575,7 +17704,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17587,186 +17716,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "แดชบอร์ด" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17774,7 +17724,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17782,31 +17732,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17817,7 +17767,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17829,7 +17779,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17837,18 +17787,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "ตามประเภท" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17860,13 +17810,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17874,7 +17824,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17882,7 +17832,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17890,10 +17840,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "การจัดการ" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "แดชบอร์ด" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/th/LC_MESSAGES/inventory_and_mrp.po b/locale/th/LC_MESSAGES/inventory_and_mrp.po index 7c9bea241..3d2a1bb79 100644 --- a/locale/th/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/th/LC_MESSAGES/inventory_and_mrp.po @@ -5,17 +5,17 @@ # # Translators: # Wichanon Jamwutthipreecha, 2024 -# Wil Odoo, 2024 # Rasareeyar Lappiam, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Rasareeyar Lappiam, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1498,9 +1498,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1511,6 +1510,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1526,7 +1526,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1536,11 +1536,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "การกำหนดค่า" @@ -3466,15 +3469,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3484,23 +3487,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3508,7 +3511,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3520,7 +3523,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3531,7 +3534,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3545,7 +3548,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3553,7 +3556,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3565,46 +3568,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3615,7 +3618,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3623,36 +3626,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "เปิดใช้งาน" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3660,17 +3779,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3683,39 +3802,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "ออโต้" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3724,11 +3843,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3740,7 +3859,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3748,7 +3867,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3756,19 +3875,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "ด้วยตัวเอง" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3778,7 +3897,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3786,7 +3905,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3794,7 +3913,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3807,18 +3926,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3826,27 +3945,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3859,34 +3978,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3899,11 +4018,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "เส้นทาง" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3911,7 +4030,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3919,20 +4038,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3943,7 +4062,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7542,7 +7661,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7813,20 +7932,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "ดรอปชิป" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7837,11 +7954,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7849,7 +7966,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7864,7 +7981,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7876,7 +7993,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7886,26 +8003,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7914,12 +8030,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7928,20 +8044,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7957,30 +8073,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7991,12 +8107,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -8004,13 +8120,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -8018,13 +8134,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr ":doc:`../setup_configuration/third_party_shipper`" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -8033,7 +8149,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8041,31 +8157,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8075,19 +8191,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8098,7 +8214,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8109,7 +8225,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8120,7 +8236,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8131,18 +8247,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8153,8 +8269,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8258,229 +8374,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8701,19 +8594,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "เนื้อหาแพ็คเกจ" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8736,25 +8629,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8762,7 +8655,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8772,11 +8665,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "สลิปการส่งคืน" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8784,7 +8677,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8792,7 +8685,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8802,31 +8695,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8836,7 +8729,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8846,7 +8739,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8856,42 +8749,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "ฉลากล็อต/SN" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8899,7 +8792,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8910,31 +8803,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11503,6 +11665,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11795,7 +12177,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11906,6 +12289,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr ":doc:`../advanced_operations_shipping/invoicing`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12865,7 +13485,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12876,18 +13496,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13097,7 +13709,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13328,8 +13940,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13440,12 +14051,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18230,7 +18836,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "การประเมินมูลค่าสินค้าคงคลัง" @@ -18374,10 +18979,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18385,49 +18993,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18435,7 +19044,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18445,23 +19054,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18471,7 +19080,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18479,14 +19088,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18495,13 +19104,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18509,32 +19118,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18545,7 +19154,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18558,134 +19168,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" -"ตามค่าเริ่มต้น Odoo จะใช้การประเมินมูลค่าสินค้าคงคลังเป็นระยะ " -"(หรือที่เรียกว่าการประเมินสินค้าคงคลังด้วยตนเอง) " -"วิธีการนี้บอกเป็นนัยว่าทีมบัญชีจะผ่านรายการสมุดรายวันตามสินค้าคงคลังของบริษัท" -" และพนักงานคลังสินค้าจะใช้เวลาในการนับสต็อก ใน Odoo " -"วิธีการนี้จะแสดงให้เห็นในแต่ละหมวดหมู่ผลิตภัณฑ์ โดยที่ฟิลด์ " -":guilabel:`วิธีการคิดต้นทุน` จะถูกตั้งค่าเป็น `ราคามาตรฐาน` ตามค่าเริ่มต้น " -"และฟิลด์ :guilabel:`การประเมินมูลค่าสินค้าคงคลัง` จะถูกตั้งค่าเป็น " -"'ด้วยตนเอง'" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." -msgstr "" -"ในการบัญชี *แองโกล-แซกซัน* ต้นทุนการขาย (COGS) " -"จะถูกรายงานเมื่อมีการขายหรือส่งมอบผลิตภัณฑ์ " -"ซึ่งหมายความว่าต้นทุนของสินค้าจะถูกบันทึกเป็นค่าใช้จ่ายเมื่อมีการออกใบแจ้งหนี้สำหรับผลิตภัณฑ์ของลูกค้าเท่านั้น" -" ดังนั้นสำหรับวิธีการประเมินค่า **ด้วยตนเอง** ให้ตั้งค่า " -":guilabel:`บัญชีค่าใช้จ่าย` เป็น `การประเมินมูลค่าหุ้น` " -"สำหรับประเภทสินทรัพย์ปัจจุบัน สำหรับวิธีการประเมินค่า **อัตโนมัติ** " -"ให้ตั้งค่า :guilabel:`บัญชีค่าใช้จ่าย` เป็นประเภท *ค่าใช้จ่าย* หรือ " -"*ต้นทุนรายได้* (เช่น `ต้นทุนการผลิต` `ต้นทุนสินค้าขาย` ฯลฯ)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 -msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 -msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 +msgid "" +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18693,7 +19325,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18701,7 +19333,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18712,7 +19344,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18732,79 +19364,130 @@ msgstr "" "วิธีการนี้ถือเป็นวิธีการประเมินมูลค่าสินค้าคงคลังที่แม่นยำที่สุดด้วยเหตุผลหลายอย่าง" " วิธีการนี้มีความไวสูงต่อข้อมูลอินพุตและข้อผิดพลาดของมนุษย์" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "อัตโนมัติ" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18814,7 +19497,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18826,50 +19509,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18878,7 +19561,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18887,7 +19570,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18896,7 +19579,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18907,13 +19590,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18921,7 +19604,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18933,45 +19616,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18989,10 +19687,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21387,7 +22081,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21435,45 +22129,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27678,6 +28383,327 @@ msgstr "" msgid "Workflows" msgstr "ขั้นตอนการทำงาน" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "ผลิตภัณฑ์พลอยได้" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31698,7 +32724,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31763,7 +32789,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "การจับคู่ 3 ทาง" @@ -31976,191 +33002,199 @@ msgstr ":doc:`จัดการ`" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "จำนวนที่สั่ง" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -32168,213 +33202,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "จำนวนที่ได้รับ" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33957,6 +34984,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/th/LC_MESSAGES/marketing.po b/locale/th/LC_MESSAGES/marketing.po index 4bcbda744..472bbe702 100644 --- a/locale/th/LC_MESSAGES/marketing.po +++ b/locale/th/LC_MESSAGES/marketing.po @@ -5,17 +5,17 @@ # # Translators: # Chatcha Mee, 2024 -# Wil Odoo, 2024 # Rasareeyar Lappiam, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Rasareeyar Lappiam, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -515,6 +515,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "การตั้งค่า" @@ -790,7 +791,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3036,14 +3036,314 @@ msgstr ":doc:`mailing_lists`" msgid "Events" msgstr "อีเวนต์" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3114,33 +3414,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3148,21 +3471,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3170,34 +3493,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3205,13 +3528,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3220,55 +3543,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3276,7 +3599,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3285,56 +3608,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3344,14 +3671,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3360,7 +3687,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3369,7 +3696,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3378,13 +3705,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3392,7 +3719,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3400,57 +3727,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3462,7 +3789,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3471,7 +3798,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3479,13 +3806,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3493,58 +3820,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "เมล" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3553,25 +3880,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3581,7 +3908,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3589,20 +3916,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3615,7 +3942,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3623,7 +3950,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3632,7 +3959,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3645,7 +3972,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3653,7 +3980,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3662,48 +3989,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3712,37 +4039,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3750,24 +4077,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3777,26 +4104,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3804,7 +4130,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3812,14 +4138,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3827,11 +4153,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3839,543 +4165,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4786,123 +4600,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "การกำหนดค่า" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5275,6 +5217,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5292,7 +5235,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5315,7 +5259,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5356,31 +5302,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5388,75 +5335,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "บันทึก" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "ผู้มีส่วนร่วม" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "ขั้นตอนการทำงาน" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "กิจกรรม" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5464,98 +5411,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr ":doc:`marketing_automation/workflow_activities`" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr ":doc:`marketing_automation/testing_running`" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "การรายงาน" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr ":doc:`marketing_automation/understanding_metrics`" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "เลือกใช้สองครั้ง" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9462,7 +9691,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10142,7 +10371,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10243,14 +10472,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10285,11 +10514,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10302,7 +10531,7 @@ msgid "Add a section" msgstr "เพิ่มส่วน" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10312,7 +10541,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10326,7 +10555,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10335,7 +10564,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10346,7 +10575,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "แท็บตัวเลือก" @@ -10626,32 +10855,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "แท็บคำอธิบาย" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10662,11 +10895,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10680,7 +10913,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10689,7 +10922,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10698,7 +10931,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10707,7 +10940,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10715,14 +10948,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10731,26 +10964,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10759,10 +10992,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10839,7 +11072,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11135,6 +11368,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11240,547 +12017,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "ตัวอย่างลักษณะของตราสัญลักษณ์ในส่วนอบรมออนไลน์ของเว็บไซต์" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/th/LC_MESSAGES/productivity.po b/locale/th/LC_MESSAGES/productivity.po index 3805a41e2..b22dd2a21 100644 --- a/locale/th/LC_MESSAGES/productivity.po +++ b/locale/th/LC_MESSAGES/productivity.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Rasareeyar Lappiam, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -1131,7 +1131,7 @@ msgstr ":doc:`/applications/essentials/activities`" msgid "Chatter" msgstr "แชท" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1140,17 +1140,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1158,22 +1158,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1181,7 +1181,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1192,11 +1192,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "เพิ่มผู้ติดตาม" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1204,13 +1204,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1218,53 +1218,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1272,35 +1271,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1308,7 +1307,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1316,7 +1315,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1325,7 +1324,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1333,11 +1332,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1345,7 +1344,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1354,19 +1353,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1380,31 +1379,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1412,129 +1411,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "ค้นหาข้อความ" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "กำหนดการกิจกรรม" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1542,7 +1541,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1550,26 +1549,26 @@ msgid "" "Activity Types`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1577,50 +1576,50 @@ msgid "" "day on the calendar in the :guilabel:`Due Date` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1630,17 +1629,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1649,7 +1648,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1661,31 +1660,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "แนบไฟล์" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1693,27 +1692,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1721,51 +1719,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "ผสาน" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1774,7 +1772,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1785,47 +1783,47 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "Google Translate" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." @@ -1834,15 +1832,15 @@ msgstr "" "บัญชีสำหรับการเรียกเก็บเงินปัจจุบันกับ `Google " "`_." -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -8353,9 +8351,9 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 diff --git a/locale/th/LC_MESSAGES/sales.po b/locale/th/LC_MESSAGES/sales.po index 9f8226cfe..785ad8703 100644 --- a/locale/th/LC_MESSAGES/sales.po +++ b/locale/th/LC_MESSAGES/sales.po @@ -4,17 +4,17 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Wil Odoo, 2024 # Rasareeyar Lappiam, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Rasareeyar Lappiam, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -62,7 +62,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -78,7 +79,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1572,7 +1573,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2579,6 +2580,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "ดูผลลัพธ์" @@ -2766,6 +2768,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "การวิเคราะห์ไปป์ไลน์" @@ -4980,6 +5149,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4990,20 +5197,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5011,7 +5218,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5022,49 +5229,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5073,35 +5280,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5113,11 +5320,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5125,17 +5332,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5143,7 +5350,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5154,7 +5361,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5162,11 +5369,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5174,7 +5381,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5183,34 +5390,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5223,7 +5430,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5231,7 +5438,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5241,7 +5448,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5636,6 +5843,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "ตัวแทนจำหน่าย" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6439,64 +6884,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7377,6 +7818,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7400,6 +7842,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7942,39 +8385,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8268,6 +8715,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "ลดราคา" @@ -8960,7 +9408,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9140,19 +9588,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9164,32 +9612,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "การแจ้งหนี้" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9201,43 +9649,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9247,23 +9695,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9277,7 +9725,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13453,7 +13901,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -14057,23 +14505,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -14086,7 +14588,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -14099,14 +14601,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -14118,14 +14620,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -14133,7 +14635,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -14141,7 +14643,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -14152,7 +14654,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -14165,7 +14667,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -14173,12 +14675,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16779,7 +17281,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -17255,13 +17757,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17270,7 +17824,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17279,13 +17833,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17297,35 +17851,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17333,7 +17887,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17342,7 +17896,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17350,14 +17904,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17371,7 +17925,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17379,29 +17933,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17413,47 +17967,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "เงื่อนไข" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17461,31 +18015,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17918,7 +18472,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "ตัวเลือกสินค้า" @@ -18359,11 +18913,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18374,24 +18928,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18400,7 +19053,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18408,20 +19061,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18429,110 +19082,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18540,7 +19106,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18553,7 +19119,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18565,26 +19131,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18592,7 +19158,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18601,7 +19167,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18611,14 +19177,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18626,7 +19192,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18634,28 +19200,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18668,19 +19234,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18692,14 +19258,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18707,11 +19273,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18725,7 +19291,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18738,57 +19304,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19382,7 +19948,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -19513,7 +20079,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -19530,7 +20096,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19561,7 +20127,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19582,7 +20148,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20538,7 +21104,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20546,19 +21112,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20567,13 +21141,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20581,24 +21155,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20606,7 +21180,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20617,7 +21191,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20625,63 +21199,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20691,7 +21265,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20702,7 +21276,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20710,13 +21284,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/th/LC_MESSAGES/websites.po b/locale/th/LC_MESSAGES/websites.po index 242c51884..3636dbfb5 100644 --- a/locale/th/LC_MESSAGES/websites.po +++ b/locale/th/LC_MESSAGES/websites.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Rasareeyar Lappiam, 2024\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -760,7 +760,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "การกำหนดค่า" @@ -877,14 +877,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -908,37 +906,34 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -948,11 +943,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1359,6 +1354,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "การคืนสินค้าและการคืนเงิน" @@ -6572,132 +6577,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/uk/LC_MESSAGES/administration.po b/locale/uk/LC_MESSAGES/administration.po index db3970b8b..ac2ffc75a 100644 --- a/locale/uk/LC_MESSAGES/administration.po +++ b/locale/uk/LC_MESSAGES/administration.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-04-30 09:16+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -551,7 +551,7 @@ msgid "Deactivated features" msgstr "" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" #: ../../content/administration/neutralized_database.rst:26 @@ -580,7 +580,11 @@ msgstr "" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -642,11 +646,11 @@ msgid "" ":guilabel:`Delete Account` button to confirm the deletion." msgstr "" -#: ../../content/administration/odoo_accounts.rst:34 +#: ../../content/administration/odoo_accounts.rst:36 msgid "Odoo.com account password change" msgstr "" -#: ../../content/administration/odoo_accounts.rst:36 +#: ../../content/administration/odoo_accounts.rst:38 msgid "" "To change an Odoo.com account password, first login into the Odoo.com user " "account from the Odoo.com login page. After logging-in, go to the upper-" @@ -655,7 +659,7 @@ msgid "" "dashboard appears." msgstr "" -#: ../../content/administration/odoo_accounts.rst:41 +#: ../../content/administration/odoo_accounts.rst:43 msgid "" "To change the Odoo.com password, click on the :guilabel:`Edit Security " "Settings` link, below the :menuselection:`Account Security` section. Next, " @@ -664,23 +668,23 @@ msgid "" ":guilabel:`Change Password` to complete the password change." msgstr "" -#: ../../content/administration/odoo_accounts.rst:47 +#: ../../content/administration/odoo_accounts.rst:49 msgid "" "If a customer would like to change the login, contact Odoo support `here " "`_." msgstr "" -#: ../../content/administration/odoo_accounts.rst:51 +#: ../../content/administration/odoo_accounts.rst:53 msgid "" "Passwords for Odoo.com users and portal users remain separate, even if the " "same email address is used." msgstr "" -#: ../../content/administration/odoo_accounts.rst:55 +#: ../../content/administration/odoo_accounts.rst:57 msgid "Add two-factor authentication" msgstr "" -#: ../../content/administration/odoo_accounts.rst:57 +#: ../../content/administration/odoo_accounts.rst:59 msgid "" "To add two-factor authentication, login into the Odoo.com user account from " "the Odoo.com login page. After logging-in, go to the upper-right corner of " @@ -689,14 +693,14 @@ msgid "" "dashboard appears." msgstr "" -#: ../../content/administration/odoo_accounts.rst:62 +#: ../../content/administration/odoo_accounts.rst:64 msgid "" "If the user would like to turn on two-factor authentication (2FA) for " "Odoo.com access, click on the :guilabel:`Edit Security Settings` link below " "the :menuselection:`Account Security` section." msgstr "" -#: ../../content/administration/odoo_accounts.rst:65 +#: ../../content/administration/odoo_accounts.rst:67 msgid "" "Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA " "(two-factor authentication)`. Then, confirm the current password in the " @@ -707,26 +711,26 @@ msgid "" ":guilabel:`Verification Code`." msgstr "" -#: ../../content/administration/odoo_accounts.rst:71 +#: ../../content/administration/odoo_accounts.rst:73 msgid "" "Finally, click on :guilabel:`Enable two-factor authentication` to complete " "the setup." msgstr "" -#: ../../content/administration/odoo_accounts.rst:74 +#: ../../content/administration/odoo_accounts.rst:76 msgid "" "Under :guilabel:`My Account` Odoo.com users can also access the following:" msgstr "" -#: ../../content/administration/odoo_accounts.rst:76 +#: ../../content/administration/odoo_accounts.rst:78 msgid ":guilabel:`My Partner dashboard`" msgstr "" -#: ../../content/administration/odoo_accounts.rst:77 +#: ../../content/administration/odoo_accounts.rst:79 msgid ":guilabel:`My In-App Services`" msgstr "" -#: ../../content/administration/odoo_accounts.rst:78 +#: ../../content/administration/odoo_accounts.rst:80 msgid ":guilabel:`My Apps Dashboard`" msgstr "" @@ -3915,7 +3919,6 @@ msgstr "Адміністратор" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -5411,63 +5414,309 @@ msgid "It should be stored securely, and should be generated randomly e.g." msgstr "" #: ../../content/administration/on_premise/deploy.rst:743 -msgid "which will generate a 32 characters pseudorandom printable string." +msgid "which generates a 32-character pseudorandom printable string." msgstr "" #: ../../content/administration/on_premise/deploy.rst:746 -msgid "Supported Browsers" +msgid "Reset the master password" msgstr "" #: ../../content/administration/on_premise/deploy.rst:748 msgid "" +"There may be instances where the master password is misplaced, or " +"compromised, and needs to be reset. The following process is for system " +"administrators of an Odoo on-premise database detailing how to manually " +"reset and re-encrypt the master password." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:753 +msgid "" +"For more information about changing an Odoo.com account password, see this " +"documentation: :ref:`odoocom/change_password`." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:756 +msgid "" +"When creating a new on-premise database, a random master password is " +"generated. Odoo recommends using this password to secure the database. This " +"password is implemented by default, so there is a secure master password for" +" any Odoo on-premise deployment." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:761 +msgid "" +"When creating an Odoo on-premise database the installation is accessible to " +"anyone on the internet, until this password is set to secure the database." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:764 +msgid "" +"The master password is specified in the Odoo configuration file (`odoo.conf`" +" or `odoorc` (hidden file)). The Odoo master password is needed to modify, " +"create, or delete a database through the graphical user interface (GUI)." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:769 +msgid "Locate configuration file" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:771 +msgid "" +"First, open the Odoo configuration file (`odoo.conf` or `odoorc` (hidden " +"file))." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:775 +#: ../../content/administration/on_premise/packages.rst:148 +#: ../../content/administration/on_premise/source.rst:70 +#: ../../content/administration/on_premise/source.rst:133 +#: ../../content/administration/on_premise/source.rst:158 +#: ../../content/administration/on_premise/source.rst:180 +#: ../../content/administration/on_premise/source.rst:208 +#: ../../content/administration/on_premise/source.rst:239 +#: ../../content/administration/on_premise/source.rst:328 +#: ../../content/administration/on_premise/source.rst:397 +#: ../../content/administration/on_premise/source.rst:460 +msgid "Windows" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:777 +msgid "" +"The configuration file is located at: " +"`c:\\\\ProgramFiles\\\\Odoo{VERSION}\\\\server\\\\odoo.conf`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:779 +#: ../../content/administration/on_premise/packages.rst:25 +#: ../../content/administration/on_premise/source.rst:52 +#: ../../content/administration/on_premise/source.rst:129 +#: ../../content/administration/on_premise/source.rst:152 +#: ../../content/administration/on_premise/source.rst:174 +#: ../../content/administration/on_premise/source.rst:199 +#: ../../content/administration/on_premise/source.rst:228 +#: ../../content/administration/on_premise/source.rst:271 +#: ../../content/administration/on_premise/source.rst:388 +#: ../../content/administration/on_premise/source.rst:450 +msgid "Linux" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:781 +msgid "" +"Depending on how Odoo is installed on the Linux machine, the configuration " +"file is located in one of two different places:" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:784 +msgid "Package installation: `/etc/odoo.conf`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:785 +msgid "Source installation: `~/.odoorc`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:788 +msgid "Change old password" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:790 +msgid "" +"Once the appropriate file has been opened, proceed to modify the old " +"password in the configuration file to a temporary password." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:795 +#: ../../content/administration/on_premise/deploy.rst:843 +msgid "Graphical user interface" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:797 +msgid "" +"After locating the configuration file, open it using a (:abbr:`GUI " +"(graphical user interface)`). This can be achieved by simply double clicking" +" on the file. Then, the device should have a default :abbr:`GUI (graphical " +"user interface)` to open the file with." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:801 +msgid "" +"Next, modify the master password line `admin_passwd = $pbkdf2-sha…` to " +"`admin_passwd = newpassword1234`, for example. This password can be " +"anything, as long as it is saved temporarily. Make sure to modify all " +"characters after the `=`." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:806 +#: ../../content/administration/on_premise/deploy.rst:825 +msgid "" +"The line appears like this: `admin_passwd = " +"$pbkdf2-sh39dji295.59mptrfW.9z6HkA$w9j9AMVmKAP17OosCqDxDv2hjsvzlLpF8Rra8I7p/b573hji540mk/.3ek0lg%kvkol6k983mkf/40fjki79m`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:810 +#: ../../content/administration/on_premise/deploy.rst:829 +msgid "The modified line appears like this: `admin_passwd = newpassword1234`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:812 +#: ../../content/administration/on_premise/deploy.rst:852 +msgid "Command-line interface" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:814 +msgid "" +"Modify the master password line using the following Unix command detailed " +"below." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:816 +msgid "" +"Connect to the Odoo server's terminal via Secure Shell (SSH) protocol, and " +"edit the configuration file. To modify the configuration file, enter the " +"following command: :command:`sudo nano /etc/odoo.conf`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:820 +msgid "" +"After opening the configuration file, modify the master password line " +"`admin_passwd = $pbkdf2-sha…` to `admin_passwd = newpassword1234`. This " +"password can be anything, as long as it is saved temporarily. Make sure to " +"modify all characters after the `=`." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:832 +msgid "" +"It is essential that the password is changed to something else, rather than " +"triggering a new password reset by adding a semicolon `;` at the beginning " +"of the line. This ensures the database is secure throughout the entire " +"password reset process." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:837 +msgid "Restart Odoo server" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:839 +msgid "" +"After setting the temporary password, a restart of the Odoo server is " +"**required**." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:845 +msgid "" +"To restart the Odoo server, first, type `services` into the Windows " +":guilabel:`Search` bar. Then, select the :guilabel:`Services` application, " +"and scroll down to the :guilabel:`Odoo` service." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:849 +msgid "" +"Next, right click on :guilabel:`Odoo`, and select :guilabel:`Start` or " +":guilabel:`Restart`. This action manually restarts the Odoo server." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:854 +msgid "" +"Restart the Odoo server by typing the command: :command:`sudo service odoo15" +" restart`" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:857 +msgid "" +"Change the number after `odoo` to fit the specific version the server is " +"running on." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:860 +msgid "Use web interface to re-encrypt password" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:862 +msgid "" +"First, navigate to `/web/database/manager` or " +"`http://server_ip:port/web/database/manager` in a browser." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:866 +msgid "" +"Replace `server_ip` with the IP address of the database. Replace `port` with" +" the numbered port the database is accessible from." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:869 +msgid "" +"Next, click :guilabel:`Set Master Password`, and type in the previously-" +"selected temporary password into the :guilabel:`Master Password` field. " +"Following this step, type in a :guilabel:`New Master Password`. The " +":guilabel:`New Master Password` is hashed (or encrypted), once the " +":guilabel:`Continue` button is clicked." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:874 +msgid "" +"At this point, the password has been successfully reset, and a hashed " +"version of the new password now appears in the configuration file." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:878 +msgid "" +"For more information on Odoo database security, see this documentation: " +":ref:`db_manager_security`." +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:882 +msgid "Supported Browsers" +msgstr "" + +#: ../../content/administration/on_premise/deploy.rst:884 +msgid "" "Odoo supports all the major desktop and mobile browsers available on the " "market, as long as they are supported by their publishers." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:751 +#: ../../content/administration/on_premise/deploy.rst:887 msgid "Here are the supported browsers:" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:753 +#: ../../content/administration/on_premise/deploy.rst:889 msgid "Google Chrome" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:754 +#: ../../content/administration/on_premise/deploy.rst:890 msgid "Mozilla Firefox" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:755 +#: ../../content/administration/on_premise/deploy.rst:891 msgid "Microsoft Edge" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:756 +#: ../../content/administration/on_premise/deploy.rst:892 msgid "Apple Safari" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:758 +#: ../../content/administration/on_premise/deploy.rst:894 msgid "" "Please make sure your browser is up-to-date and still supported by its " "publisher before filing a bug report." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:763 +#: ../../content/administration/on_premise/deploy.rst:899 msgid "Since Odoo 13.0, ES6 is supported. Therefore, IE support is dropped." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:766 +#: ../../content/administration/on_premise/deploy.rst:902 msgid "" "to have multiple Odoo installations use the same PostgreSQL database, or to " "provide more computing resources to both software." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:769 +#: ../../content/administration/on_premise/deploy.rst:905 msgid "" "technically a tool like socat_ can be used to proxy UNIX sockets across " "networks, but that is mostly for software which can only be used over UNIX " "sockets" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:773 +#: ../../content/administration/on_premise/deploy.rst:909 msgid "" "or be accessible only over an internal packet-switched network, but that " "requires secured switches, protections against `ARP spoofing`_ and precludes" @@ -5683,19 +5932,6 @@ msgid "" " download the Enterprise packages." msgstr "" -#: ../../content/administration/on_premise/packages.rst:25 -#: ../../content/administration/on_premise/source.rst:52 -#: ../../content/administration/on_premise/source.rst:129 -#: ../../content/administration/on_premise/source.rst:152 -#: ../../content/administration/on_premise/source.rst:174 -#: ../../content/administration/on_premise/source.rst:199 -#: ../../content/administration/on_premise/source.rst:228 -#: ../../content/administration/on_premise/source.rst:271 -#: ../../content/administration/on_premise/source.rst:384 -#: ../../content/administration/on_premise/source.rst:446 -msgid "Linux" -msgstr "" - #: ../../content/administration/on_premise/packages.rst:28 #: ../../content/administration/on_premise/source.rst:116 msgid "Prepare" @@ -5734,7 +5970,7 @@ msgid "" msgstr "" #: ../../content/administration/on_premise/packages.rst:57 -#: ../../content/administration/on_premise/source.rst:416 +#: ../../content/administration/on_premise/source.rst:420 msgid "" "`wkhtmltopdf` is not installed through **pip** and must be installed " "manually in `version 0.12.6 " @@ -5812,19 +6048,6 @@ msgid "" "manager:" msgstr "" -#: ../../content/administration/on_premise/packages.rst:148 -#: ../../content/administration/on_premise/source.rst:70 -#: ../../content/administration/on_premise/source.rst:133 -#: ../../content/administration/on_premise/source.rst:158 -#: ../../content/administration/on_premise/source.rst:180 -#: ../../content/administration/on_premise/source.rst:208 -#: ../../content/administration/on_premise/source.rst:239 -#: ../../content/administration/on_premise/source.rst:324 -#: ../../content/administration/on_premise/source.rst:393 -#: ../../content/administration/on_premise/source.rst:456 -msgid "Windows" -msgstr "" - #: ../../content/administration/on_premise/packages.rst:151 msgid "" "Windows packaging is offered for the convenience of testing or running " @@ -5969,9 +6192,9 @@ msgstr "" #: ../../content/administration/on_premise/source.rst:186 #: ../../content/administration/on_premise/source.rst:213 #: ../../content/administration/on_premise/source.rst:253 -#: ../../content/administration/on_premise/source.rst:347 -#: ../../content/administration/on_premise/source.rst:405 -#: ../../content/administration/on_premise/source.rst:467 +#: ../../content/administration/on_premise/source.rst:351 +#: ../../content/administration/on_premise/source.rst:409 +#: ../../content/administration/on_premise/source.rst:471 msgid "Mac OS" msgstr "" @@ -6123,40 +6346,46 @@ msgstr "" #: ../../content/administration/on_premise/source.rst:280 msgid "" -"For Debian-based systems, the packages are listed in the `debian/control " -"`_ file of the Odoo " -"sources." -msgstr "" - -#: ../../content/administration/on_premise/source.rst:283 -msgid "" "On Debian/Ubuntu, the following commands should install the required " "packages:" msgstr "" +#: ../../content/administration/on_premise/source.rst:287 +msgid "" +"The `setup/debinstall.sh` script will parse the `debian/control " +"`_ file and install " +"the found packages." +msgstr "" + #: ../../content/administration/on_premise/source.rst:290 msgid "Install with pip" msgstr "" -#: ../../content/administration/on_premise/source.rst:292 +#: ../../content/administration/on_premise/source.rst:293 +msgid "" +"Using pip may lead to security issues and broken dependencies; only do this " +"if you know what you are doing." +msgstr "" + +#: ../../content/administration/on_premise/source.rst:296 msgid "" "As some of the Python packages need a compilation step, they require system " "libraries to be installed." msgstr "" -#: ../../content/administration/on_premise/source.rst:295 +#: ../../content/administration/on_premise/source.rst:299 msgid "" "On Debian/Ubuntu, the following command should install these required " "libraries:" msgstr "" -#: ../../content/administration/on_premise/source.rst:301 +#: ../../content/administration/on_premise/source.rst:305 msgid "" "Odoo dependencies are listed in the :file:`requirements.txt` file located at" " the root of the Odoo Community directory." msgstr "" -#: ../../content/administration/on_premise/source.rst:305 +#: ../../content/administration/on_premise/source.rst:309 msgid "" "The Python packages in :file:`requirements.txt` are based on their " "stable/LTS Debian/Ubuntu corresponding version at the moment of the Odoo " @@ -6165,9 +6394,9 @@ msgid "" "then chosen in the :file:`requirements.txt`." msgstr "" -#: ../../content/administration/on_premise/source.rst:312 -#: ../../content/administration/on_premise/source.rst:334 -#: ../../content/administration/on_premise/source.rst:353 +#: ../../content/administration/on_premise/source.rst:316 +#: ../../content/administration/on_premise/source.rst:338 +#: ../../content/administration/on_premise/source.rst:357 msgid "" "It can be preferable not to mix Python module packages between different " "instances of Odoo or with the system. However, it is possible to use " @@ -6175,143 +6404,143 @@ msgid "" "Python environments." msgstr "" -#: ../../content/administration/on_premise/source.rst:316 +#: ../../content/administration/on_premise/source.rst:320 msgid "" "Navigate to the path of the Odoo Community installation " "(:file:`CommunityPath`) and run **pip** on the requirements file to install " "the requirements for the current user." msgstr "" -#: ../../content/administration/on_premise/source.rst:326 +#: ../../content/administration/on_premise/source.rst:330 msgid "" "Before installing the dependencies, download and install the `Build Tools " "for Visual Studio `_. Select " "**C++ build tools** in the **Workloads** tab and install them when prompted." msgstr "" -#: ../../content/administration/on_premise/source.rst:330 -#: ../../content/administration/on_premise/source.rst:349 +#: ../../content/administration/on_premise/source.rst:334 +#: ../../content/administration/on_premise/source.rst:353 msgid "" "Odoo dependencies are listed in the `requirements.txt` file located at the " "root of the Odoo Community directory." msgstr "" -#: ../../content/administration/on_premise/source.rst:338 +#: ../../content/administration/on_premise/source.rst:342 msgid "" "Navigate to the path of the Odoo Community installation (`CommunityPath`) " "and run **pip** on the requirements file in a terminal **with Administrator " "privileges**:" msgstr "" -#: ../../content/administration/on_premise/source.rst:357 +#: ../../content/administration/on_premise/source.rst:361 msgid "" "Navigate to the path of the Odoo Community installation (`CommunityPath`) " "and run **pip** on the requirements file:" msgstr "" -#: ../../content/administration/on_premise/source.rst:367 +#: ../../content/administration/on_premise/source.rst:371 msgid "" "Non-Python dependencies must be installed with a package manager (`Homebrew " "`_, `MacPorts `_)." msgstr "" -#: ../../content/administration/on_premise/source.rst:370 +#: ../../content/administration/on_premise/source.rst:374 msgid "Download and install the **Command Line Tools**:" msgstr "" -#: ../../content/administration/on_premise/source.rst:376 +#: ../../content/administration/on_premise/source.rst:380 msgid "Use the package manager to install non-Python dependencies." msgstr "" -#: ../../content/administration/on_premise/source.rst:379 +#: ../../content/administration/on_premise/source.rst:383 msgid "" "For languages using a **right-to-left interface** (such as Arabic or " "Hebrew), the `rtlcss` package is required." msgstr "" -#: ../../content/administration/on_premise/source.rst:386 +#: ../../content/administration/on_premise/source.rst:390 msgid "Download and install **nodejs** and **npm** with a package manager." msgstr "" -#: ../../content/administration/on_premise/source.rst:387 -#: ../../content/administration/on_premise/source.rst:396 -#: ../../content/administration/on_premise/source.rst:409 +#: ../../content/administration/on_premise/source.rst:391 +#: ../../content/administration/on_premise/source.rst:400 +#: ../../content/administration/on_premise/source.rst:413 msgid "Install `rtlcss`:" msgstr "" -#: ../../content/administration/on_premise/source.rst:395 +#: ../../content/administration/on_premise/source.rst:399 msgid "Download and install `nodejs `_." msgstr "" -#: ../../content/administration/on_premise/source.rst:402 +#: ../../content/administration/on_premise/source.rst:406 msgid "" "Edit the system environment's variable `PATH` to add the folder where " "`rtlcss.cmd` is located (typically: " ":file:`C:\\\\Users\\\\\\\\AppData\\\\Roaming\\\\npm\\\\`)." msgstr "" -#: ../../content/administration/on_premise/source.rst:407 +#: ../../content/administration/on_premise/source.rst:411 msgid "" "Download and install **nodejs** with a package manager (`Homebrew " "`_, `MacPorts `_)." msgstr "" -#: ../../content/administration/on_premise/source.rst:424 +#: ../../content/administration/on_premise/source.rst:428 msgid "Running Odoo" msgstr "" -#: ../../content/administration/on_premise/source.rst:426 +#: ../../content/administration/on_premise/source.rst:430 msgid "" "Once all dependencies are set up, Odoo can be launched by running `odoo-" "bin`, the command-line interface of the server. It is located at the root of" " the Odoo Community directory." msgstr "" -#: ../../content/administration/on_premise/source.rst:429 +#: ../../content/administration/on_premise/source.rst:433 msgid "" "To configure the server, either specify :ref:`command-line arguments " "` or a :ref:`configuration file " "`." msgstr "" -#: ../../content/administration/on_premise/source.rst:433 +#: ../../content/administration/on_premise/source.rst:437 msgid "" "For the Enterprise edition, add the path to the `enterprise` add-ons to the " "`addons-path` argument. Note that it must come before the other paths in " "`addons-path` for add-ons to be loaded correctly." msgstr "" -#: ../../content/administration/on_premise/source.rst:437 +#: ../../content/administration/on_premise/source.rst:441 msgid "Common necessary configurations are:" msgstr "" -#: ../../content/administration/on_premise/source.rst:439 +#: ../../content/administration/on_premise/source.rst:443 msgid "PostgreSQL user and password." msgstr "" -#: ../../content/administration/on_premise/source.rst:440 +#: ../../content/administration/on_premise/source.rst:444 msgid "Custom addon paths beyond the defaults to load custom modules." msgstr "" -#: ../../content/administration/on_premise/source.rst:442 +#: ../../content/administration/on_premise/source.rst:446 msgid "A typical way to run the server would be:" msgstr "" -#: ../../content/administration/on_premise/source.rst:453 -#: ../../content/administration/on_premise/source.rst:474 +#: ../../content/administration/on_premise/source.rst:457 +#: ../../content/administration/on_premise/source.rst:478 msgid "" "Where `CommunityPath` is the path of the Odoo Community installation, and " "`mydb` is the name of the PostgreSQL database." msgstr "" -#: ../../content/administration/on_premise/source.rst:463 +#: ../../content/administration/on_premise/source.rst:467 msgid "" "Where `CommunityPath` is the path of the Odoo Community installation, " "`dbuser` is the PostgreSQL login, `dbpassword` is the PostgreSQL password, " "and `mydb` is the name of the PostgreSQL database." msgstr "" -#: ../../content/administration/on_premise/source.rst:477 +#: ../../content/administration/on_premise/source.rst:481 msgid "" "After the server has started (the INFO log `odoo.modules.loading: Modules " "loaded.` is printed), open http://localhost:8069 in a web browser and log " @@ -6319,19 +6548,19 @@ msgid "" "the email and, again, `admin` as the password." msgstr "" -#: ../../content/administration/on_premise/source.rst:482 +#: ../../content/administration/on_premise/source.rst:486 msgid "" "From there, create and manage new :doc:`users " "<../../applications/general/users>`." msgstr "" -#: ../../content/administration/on_premise/source.rst:483 +#: ../../content/administration/on_premise/source.rst:487 msgid "" "The user account used to log into Odoo's web interface differs from the " ":option:`--db_user ` CLI argument." msgstr "" -#: ../../content/administration/on_premise/source.rst:487 +#: ../../content/administration/on_premise/source.rst:491 msgid "" ":doc:`The list of CLI arguments for odoo-bin `" msgstr "" @@ -6683,14 +6912,7 @@ msgstr "" msgid "Odoo saas~16.4" msgstr "" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -6708,6 +6930,14 @@ msgstr "" msgid "|red|" msgstr "" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "" diff --git a/locale/uk/LC_MESSAGES/essentials.po b/locale/uk/LC_MESSAGES/essentials.po index db0be61da..4a101ad64 100644 --- a/locale/uk/LC_MESSAGES/essentials.po +++ b/locale/uk/LC_MESSAGES/essentials.po @@ -4,17 +4,17 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Alina Lisnenko , 2024 # Wil Odoo, 2024 +# Alina Lisnenko , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Alina Lisnenko , 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -30,56 +30,55 @@ msgstr "" msgid "Activities" msgstr "Дії" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 -msgid "Schedule activities" +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 +msgid "Schedule activities" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Чатер" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -138,97 +133,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Список перегляду" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Перегляд дії" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -236,11 +231,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -249,12 +244,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -262,86 +257,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -349,7 +336,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -359,23 +346,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -384,14 +371,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -403,11 +390,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -415,18 +402,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -435,26 +422,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -465,11 +452,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -481,88 +468,96 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -570,13 +565,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -584,40 +579,40 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -625,13 +620,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -639,19 +634,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -659,7 +654,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -670,14 +665,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Контакти" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Назва" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Адреса" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" @@ -2478,7 +3010,7 @@ msgstr "" #: ../../content/applications/essentials/search.rst:187 msgid "Favorites" -msgstr "Закладки" +msgstr "Збережені" #: ../../content/applications/essentials/search.rst:189 msgid "" diff --git a/locale/uk/LC_MESSAGES/finance.po b/locale/uk/LC_MESSAGES/finance.po index d77ed9f66..3edd9167c 100644 --- a/locale/uk/LC_MESSAGES/finance.po +++ b/locale/uk/LC_MESSAGES/finance.po @@ -8,17 +8,17 @@ # Bohdan Lisnenko, 2023 # Yaroslav Husyar, 2024 # Martin Trigaux, 2024 -# Wil Odoo, 2024 # Alina Lisnenko , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Alina Lisnenko , 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -73,7 +73,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -92,11 +92,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -105,11 +106,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -120,28 +121,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -150,186 +151,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Звітність" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Виписка" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Звіт балансу" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "Доходи та витрати" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Податковий звіт" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Аудит" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Оборотно-сальдова відомість" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Партнер" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Управління" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -337,31 +340,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -369,34 +372,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -600,10 +603,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2748,6 +2753,7 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Податки" @@ -4153,7 +4159,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -6007,7 +6013,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6556,8 +6562,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6904,6 +6910,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "План рахунків" @@ -6930,11 +6937,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6944,98 +6951,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Тип" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Звіт" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Категорія" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Типи рахунків" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Бухгалтерський баланс" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Активи" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Дебітор" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Банк і каса" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -7043,147 +7050,147 @@ msgstr "Банк і каса" msgid "Current Assets" msgstr "Оборотні активи" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Необоротні активи" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Аванси" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Основні засоби" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Зобов'язання" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Кредитор" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Кредитна карта" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Короткострокові зобов’язання" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Довгострокові зобов'язання" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Капітал" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Прибуток поточного періоду" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Доходи та витрати" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Дохід" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Інший дохід" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Витрати" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Амортизація" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Собівартість продажу" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Інше" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Позабалансовий звіт" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Мітки" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Групи рахуків" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7193,17 +7200,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7217,7 +7224,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7228,17 +7235,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7246,7 +7253,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7257,11 +7264,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Не використовується" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7269,29 +7276,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7614,7 +7621,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Узгодження виписок" @@ -8099,11 +8106,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -8115,7 +8122,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -8126,33 +8133,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -8160,11 +8167,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8173,11 +8180,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8189,17 +8196,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8211,19 +8218,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8238,18 +8245,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8264,11 +8271,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8284,11 +8291,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9403,6 +9410,7 @@ msgid "Compatible check stationery for printing checks" msgstr "Сумісний прилад для друку чеків" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Сполучені Штати" @@ -9853,11 +9861,11 @@ msgstr "" "У **Бухгалтерському балансі** показано знімок активів, зобов'язань та " "власного капіталу вашої організації за певною датою." -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Доходи і витрати" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" @@ -9866,11 +9874,11 @@ msgstr "" "Звіт про **Доходи та витрати** (або **Звіт про прибутки**) відображає чистий" " дохід вашої організації, вираховуючи витрати з доходу за звітний період." -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Управлінський підсумок" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." @@ -9878,7 +9886,7 @@ msgstr "" "**Управлінський звіт** дозволяє швидко переглянути всі важливі дані, " "необхідні для керування вашою компанією." -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" @@ -9886,15 +9894,15 @@ msgstr "" "У дуже простих термінах, це те, про що повідомляє кожен з пунктів цього " "розділу:" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "**Продуктивність:**" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "**Валовий прибуток:**" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." @@ -9903,11 +9911,11 @@ msgstr "" " будь-яких прямих витрат, необхідних для здійснення цих продажів (таких, як " "робоча сировина, матеріали тощо)." -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "**Чистий прибуток:**" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9920,11 +9928,11 @@ msgstr "" "плата, електроенергія, податки, які потрібно оплатити в результаті цих " "продажів)." -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "**Повернення інвестицій (прибуток/активи):**" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." @@ -9932,15 +9940,15 @@ msgstr "" "Відношення чистого прибутку до суми активів, які компанія використовувала " "для отримання цього прибутку." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "**Позиція:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "**Середній час закриття дебіторської заборгованості:**" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." @@ -9948,11 +9956,11 @@ msgstr "" "Середня кількість днів, протягом яких ваші клієнти платять вам (повністю) по" " всім рахункам клієнтів." -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "**Середній час закриття кредиторської заборгованості:**" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." @@ -9960,11 +9968,11 @@ msgstr "" "Середня кількість днів, протягом яких ви платите своїм постачальникам " "(повністю) по всім вашим рахункам." -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "**Короткостроковий готівковий прогноз:**" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " @@ -9974,11 +9982,11 @@ msgstr "" "місяця, тобто баланс вашого **рахунку продажу** протягом місяця, за " "вирахуванням залишку **рахунку закупівель** за місяць." -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "**Поточні активи до зобов'язань:**" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9991,11 +9999,11 @@ msgstr "" "наступному році). Як правило, це використовується як показник здатності " "компанії обслуговувати свої борги." -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Загальна бухгалтерська книга" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -10009,11 +10017,11 @@ msgstr "" "детальний звіт про транзакцію або будь-які винятки. Цей звіт корисний для " "перевірки кожної транзакції, яка відбулася протягом певного періоду часу." -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Протермінована оплата" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " @@ -10023,11 +10031,11 @@ msgstr "" "про окремі рахунки, повернення та переплати за вами, а також про те, скільки" " часу вони не сплачені." -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Протермінована дебіторська заборгованість" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." @@ -10036,11 +10044,11 @@ msgstr "" " очікували на оплату протягом вибраного місяця та за кілька місяців до " "цього." -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Звіт про рух коштів" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " @@ -10050,12 +10058,12 @@ msgstr "" "та доходів впливають на грошові кошти та їх еквіваленти, а також порушує " "аналіз до операційної, інвестиційної та фінансової діяльності." -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Податковий звіт" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -13138,6 +13146,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17849,6 +17857,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19820,6 +19829,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19971,6 +19981,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20691,6 +20702,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Зарплата" @@ -22400,6 +22412,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22417,6 +22430,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23623,6 +23637,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -29234,7 +29249,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Шаблон " @@ -32257,7 +32272,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -32268,7 +32297,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -32280,7 +32309,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -32288,7 +32317,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -32298,7 +32327,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -32314,7 +32343,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -32325,17 +32354,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -32348,20 +32377,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -32369,7 +32398,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -32384,26 +32413,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32414,7 +32443,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32425,7 +32454,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32434,15 +32463,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32454,23 +32483,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33842,196 +33871,649 @@ msgstr "Кенія" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Виставлення рахунків" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -34234,6 +34716,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Вимоги" @@ -37226,6 +37709,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -40054,6 +40538,1423 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Контракти з робітниками" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Створити груповий платіж" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "Усі групові платежі повинні мати один і той же спосіб оплати." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "В'єтнам" @@ -41439,17 +43340,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41461,48 +43362,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41517,46 +43418,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41566,32 +43467,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41599,25 +43500,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41627,41 +43528,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41669,7 +43570,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/uk/LC_MESSAGES/general.po b/locale/uk/LC_MESSAGES/general.po index fb1352de0..914765492 100644 --- a/locale/uk/LC_MESSAGES/general.po +++ b/locale/uk/LC_MESSAGES/general.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -3409,15 +3409,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3425,11 +3425,11 @@ msgid "" "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "" @@ -3437,7 +3437,7 @@ msgstr "" msgid "Warning in Odoo upon email limit reached." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3445,63 +3445,65 @@ msgid "" " blacklisted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." +msgid "**50 emails per day** for one-app free and trial databases." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -3509,7 +3511,7 @@ msgid "" "click the :guilabel:`Retry` button next to an unsent email." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3518,20 +3520,20 @@ msgid "" "`, instead of emails." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -3539,23 +3541,24 @@ msgid "" "line is a copy of the message.`" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -3565,17 +3568,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -3583,14 +3586,14 @@ msgid "" "correctly." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -3601,35 +3604,35 @@ msgid "" " --> System Parameters`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -3639,41 +3642,41 @@ msgid "" "adjustments." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -3683,58 +3686,58 @@ msgid "" "servers from the database." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -3744,67 +3747,67 @@ msgid "" "efficient way for the Odoo Support team to investigate." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" diff --git a/locale/uk/LC_MESSAGES/hr.po b/locale/uk/LC_MESSAGES/hr.po index 21d081a1a..a0a5eb49f 100644 --- a/locale/uk/LC_MESSAGES/hr.po +++ b/locale/uk/LC_MESSAGES/hr.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -654,7 +654,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -715,7 +715,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -868,142 +868,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Звітність" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Цілі" @@ -1171,6 +1042,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Звітність" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Відвідування" @@ -1615,7 +1739,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Загальний огляд" @@ -5468,9 +5592,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6860,134 +6984,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Товари" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Категорії товару" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Застереження" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6995,21 +7002,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7018,7 +7025,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7026,32 +7033,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7066,15 +7073,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7816,6 +7827,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Товари" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Категорії товару" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8321,7 +8457,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8504,7 +8639,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9546,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9855,9 +9990,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9871,19 +10006,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9892,37 +10019,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9930,20 +10058,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9952,34 +10081,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9987,19 +10116,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10007,70 +10136,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10079,7 +10246,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10088,48 +10255,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10140,46 +10327,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10189,11 +10376,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10203,322 +10390,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Пропозиції" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11984,47 +12190,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12032,27 +12238,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12062,11 +12268,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Конфлікти" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12074,7 +12280,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12082,7 +12288,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12094,13 +12300,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12109,7 +12315,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12120,42 +12326,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12163,11 +12369,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12175,7 +12381,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12186,19 +12392,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12206,18 +12412,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12227,34 +12433,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12264,14 +12470,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12279,18 +12485,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12298,7 +12504,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12306,32 +12512,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12341,17 +12547,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12359,7 +12565,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12369,17 +12575,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12387,7 +12593,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12395,7 +12601,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12403,7 +12609,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12414,14 +12620,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12434,18 +12640,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12453,7 +12659,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12467,30 +12673,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12499,7 +12705,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12510,7 +12716,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13181,7 +13387,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Новий" @@ -13310,7 +13515,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13349,508 +13554,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Відхилити" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Шаблон ел. листа" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Щвидке додавання" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13858,7 +13566,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13866,11 +13574,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13886,7 +13594,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13895,20 +13603,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13917,7 +13625,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13927,14 +13635,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13942,7 +13650,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13952,7 +13660,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13960,7 +13668,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13969,7 +13677,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13982,7 +13690,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13991,17 +13699,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14009,20 +13717,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14030,28 +13738,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14062,18 +13770,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14081,7 +13789,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14089,13 +13797,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14106,14 +13814,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14127,7 +13835,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14138,17 +13846,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14157,7 +13865,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14170,13 +13878,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14190,11 +13898,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14202,7 +13910,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14222,14 +13930,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14237,7 +13945,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14245,7 +13953,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14258,7 +13966,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14266,11 +13974,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14279,7 +13987,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14288,11 +13996,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14301,7 +14009,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14310,7 +14018,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14319,17 +14027,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14339,7 +14047,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14347,19 +14055,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14368,28 +14076,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14399,7 +14107,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14407,11 +14115,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14422,42 +14130,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14468,13 +14176,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14485,11 +14193,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Створити співробітника" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14498,13 +14206,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Щвидке додавання" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14770,6 +14805,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Шаблон ел. листа" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Рекомендації" @@ -14788,8 +15110,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15044,7 +15366,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15190,139 +15512,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Нагороди" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Рівні" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15333,11 +15540,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15348,14 +15555,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15366,7 +15573,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15375,7 +15582,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15388,18 +15595,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15408,7 +15615,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15416,7 +15623,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15428,112 +15635,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15541,7 +15650,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15551,7 +15660,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15560,7 +15669,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15571,16 +15680,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Нагороди" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16363,10 +16761,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16937,232 +17331,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Управління" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17170,7 +17338,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17178,7 +17346,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17186,44 +17354,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17231,7 +17399,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17243,186 +17411,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Дашборд" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17430,7 +17419,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17438,31 +17427,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17473,7 +17462,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17485,7 +17474,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17493,18 +17482,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "За типом" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17516,13 +17505,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17530,7 +17519,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17538,7 +17527,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17546,10 +17535,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Управління" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Дашборд" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/uk/LC_MESSAGES/inventory_and_mrp.po b/locale/uk/LC_MESSAGES/inventory_and_mrp.po index edfa398e1..f9b4d6d9e 100644 --- a/locale/uk/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/uk/LC_MESSAGES/inventory_and_mrp.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -1489,9 +1489,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1502,6 +1501,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1517,7 +1517,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1527,11 +1527,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Налаштування" @@ -3443,15 +3446,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3461,23 +3464,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3485,7 +3488,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3497,7 +3500,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3508,7 +3511,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3522,7 +3525,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3530,7 +3533,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3542,46 +3545,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3592,7 +3595,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3600,36 +3603,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Запуск" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3637,17 +3756,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3660,39 +3779,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Автоматично" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3701,11 +3820,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3717,7 +3836,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3725,7 +3844,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3733,19 +3852,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Вручну" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3755,7 +3874,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3763,7 +3882,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3771,7 +3890,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3784,18 +3903,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3803,27 +3922,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3836,34 +3955,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3876,11 +3995,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Маршрут" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3888,7 +4007,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3896,20 +4015,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3920,7 +4039,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7503,7 +7622,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7787,20 +7906,18 @@ msgstr "" "відправнику**. Ви отримаєте новий номер відстеження та нову мітку." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr ":doc:`invoicing`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr ":doc:`multipack`" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Дропшипінг" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7811,11 +7928,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7823,7 +7940,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7838,7 +7955,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7850,7 +7967,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7860,26 +7977,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7888,12 +8004,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7902,20 +8018,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7931,30 +8047,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7965,12 +8081,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7978,13 +8094,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7992,13 +8108,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -8007,7 +8123,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8015,31 +8131,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8049,19 +8165,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8072,7 +8188,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8083,7 +8199,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8094,7 +8210,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8105,18 +8221,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8127,9 +8243,9 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" -msgstr ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 msgid "Change shipping label size" @@ -8232,229 +8348,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8675,19 +8568,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Вміст упаковки" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8710,25 +8603,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8736,7 +8629,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8746,11 +8639,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Накладна на повернення" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8758,7 +8651,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8766,7 +8659,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8776,31 +8669,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8810,7 +8703,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8820,7 +8713,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8830,42 +8723,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Етикетки партій/серійних номерів" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8873,7 +8766,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8884,31 +8777,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11477,6 +11639,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr ":doc:`third_party_shipper`" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11769,7 +12151,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11888,6 +12271,243 @@ msgstr "" "разом із повними даними облікового запису, як-от номер обліку, регіон, " "адресу тощо." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12847,7 +13467,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12858,18 +13478,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13079,7 +13691,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13310,8 +13922,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13422,14 +14033,9 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." +"that estimate shipping costs and :doc:`generate labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" -msgstr ":doc:`third_party_shipper`" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" msgstr "" @@ -18180,7 +18786,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18324,10 +18929,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18335,49 +18943,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18385,7 +18994,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18395,23 +19004,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18421,7 +19030,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18429,14 +19038,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18445,13 +19054,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18459,32 +19068,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18495,7 +19104,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18508,118 +19118,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18627,7 +19275,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18635,7 +19283,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18646,7 +19294,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18658,79 +19306,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Рахунок витрат" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Автоматично" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18740,7 +19439,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18752,50 +19451,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18804,7 +19503,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18813,7 +19512,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18822,7 +19521,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18833,13 +19532,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18847,7 +19546,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18859,45 +19558,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18915,10 +19629,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21300,7 +22010,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21348,45 +22058,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27581,6 +28302,327 @@ msgstr "" msgid "Workflows" msgstr "Робочі процеси" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Побічні товари" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31541,7 +32583,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31606,7 +32648,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Три шляхи співставлення" @@ -31819,191 +32861,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "По замовленій кількості" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -32011,213 +33061,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Отримані кількості" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33791,6 +34834,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/uk/LC_MESSAGES/marketing.po b/locale/uk/LC_MESSAGES/marketing.po index a3c7d0b1b..f09ed83c1 100644 --- a/locale/uk/LC_MESSAGES/marketing.po +++ b/locale/uk/LC_MESSAGES/marketing.po @@ -5,17 +5,17 @@ # # Translators: # trolka , 2023 -# Alina Lisnenko , 2024 # Wil Odoo, 2024 +# Alina Lisnenko , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Alina Lisnenko , 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -515,6 +515,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Налаштування" @@ -790,7 +791,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3036,14 +3036,314 @@ msgstr "" msgid "Events" msgstr "Події" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3114,33 +3414,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3148,21 +3471,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3170,34 +3493,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3205,13 +3528,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3220,55 +3543,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3276,7 +3599,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3285,56 +3608,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3344,14 +3671,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3360,7 +3687,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3369,7 +3696,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3378,13 +3705,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3392,7 +3719,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3400,57 +3727,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3462,7 +3789,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3471,7 +3798,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3479,13 +3806,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3493,58 +3820,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "Пошта" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3553,25 +3880,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3581,7 +3908,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3589,20 +3916,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3615,7 +3942,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3623,7 +3950,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3632,7 +3959,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3645,7 +3972,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3653,7 +3980,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3662,48 +3989,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3712,37 +4039,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3750,24 +4077,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3777,26 +4104,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3804,7 +4130,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3812,14 +4138,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3827,11 +4153,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3839,543 +4165,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4786,123 +4600,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Налаштування" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5272,6 +5214,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5289,7 +5232,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5312,7 +5256,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5353,31 +5299,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5385,75 +5332,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Записи" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Учасники" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Робочий процес" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Дії" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5461,98 +5408,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Звітність" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Подвійне підключення" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -6406,7 +6635,7 @@ msgstr "" #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:90 msgid "Server action" -msgstr "Дія сервера" +msgstr "Дія на сервері" #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:92 msgid "" @@ -9454,7 +9683,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10055,7 +10284,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:213 msgid "Participations" -msgstr "Участі" +msgstr "Участь" #: ../../content/applications/marketing/surveys/analysis.rst:215 msgid "" @@ -10134,7 +10363,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10235,14 +10464,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10277,11 +10506,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10294,7 +10523,7 @@ msgid "Add a section" msgstr "Додати розділ" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10304,7 +10533,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10318,7 +10547,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10327,7 +10556,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10338,7 +10567,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "" @@ -10618,32 +10847,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10654,11 +10887,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10672,7 +10905,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10681,7 +10914,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10690,7 +10923,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10699,7 +10932,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10707,14 +10940,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10723,26 +10956,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10751,10 +10984,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10831,7 +11064,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11127,6 +11360,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11221,547 +11998,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/uk/LC_MESSAGES/productivity.po b/locale/uk/LC_MESSAGES/productivity.po index 12c027206..25a8b3969 100644 --- a/locale/uk/LC_MESSAGES/productivity.po +++ b/locale/uk/LC_MESSAGES/productivity.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-04-30 09:16+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -1107,7 +1107,7 @@ msgstr "" msgid "Chatter" msgstr "Чатер" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1116,17 +1116,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1134,22 +1134,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1157,7 +1157,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1168,11 +1168,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "Додати підписників" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1180,13 +1180,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1194,53 +1194,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1248,35 +1247,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1284,7 +1283,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1292,7 +1291,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1301,7 +1300,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1309,11 +1308,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1321,7 +1320,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1330,19 +1329,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1356,31 +1355,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1388,129 +1387,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "Пошук повідомлень" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1518,7 +1517,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1526,26 +1525,26 @@ msgid "" "Activity Types`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1553,50 +1552,50 @@ msgid "" "day on the calendar in the :guilabel:`Due Date` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1606,17 +1605,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1625,7 +1624,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1637,31 +1636,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "Прикріпити файли" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1669,27 +1668,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1697,51 +1695,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "Інтеграції" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1750,7 +1748,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1761,61 +1759,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -2211,15 +2209,15 @@ msgstr "" #: ../../content/applications/productivity/documents.rst:36 msgid "" -"If you select a new workspace, existing documents aren't moved. Only newly " +"If you select a new workspace, existing documents are not moved. Only newly " "created documents will be found under the new workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:40 +#: ../../content/applications/productivity/documents.rst:42 msgid "Workspaces" msgstr "Папки" -#: ../../content/applications/productivity/documents.rst:42 +#: ../../content/applications/productivity/documents.rst:44 msgid "" "Workspaces are hierarchical folders having their own set of tags and " ":ref:`actions `. Default workspaces exist, but " @@ -2228,56 +2226,80 @@ msgid "" " fill in the following information:" msgstr "" -#: ../../content/applications/productivity/documents.rst:47 +#: ../../content/applications/productivity/documents.rst:49 msgid ":guilabel:`Name`" msgstr "" -#: ../../content/applications/productivity/documents.rst:48 +#: ../../content/applications/productivity/documents.rst:50 msgid "" ":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select " "its :guilabel:`Parent Workspace`" msgstr "" -#: ../../content/applications/productivity/documents.rst:52 +#: ../../content/applications/productivity/documents.rst:54 #: ../../content/applications/productivity/sign.rst:236 msgid "Tags" msgstr "Мітки" -#: ../../content/applications/productivity/documents.rst:54 +#: ../../content/applications/productivity/documents.rst:56 msgid "" "Tags are used within workspaces to add a level of differentiation between " "documents. They are organized per category, and filters can be used to sort " "them." msgstr "" -#: ../../content/applications/productivity/documents.rst:57 +#: ../../content/applications/productivity/documents.rst:59 msgid "" "Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a " "line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags." msgstr "" -#: ../../content/applications/productivity/documents.rst:61 +#: ../../content/applications/productivity/documents.rst:63 msgid "" "The tags of a parent workspace apply to the child workspaces automatically;" msgstr "" -#: ../../content/applications/productivity/documents.rst:62 +#: ../../content/applications/productivity/documents.rst:64 msgid "" "Tags can be created and modified by going to :menuselection:`Configuration " "--> Tags`;" msgstr "" -#: ../../content/applications/productivity/documents.rst:63 +#: ../../content/applications/productivity/documents.rst:65 msgid "" "Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` " "on the left menu." msgstr "" -#: ../../content/applications/productivity/documents.rst:66 +#: ../../content/applications/productivity/documents.rst:67 +msgid "" +"An **email alias** can be used to automatically send received documents to a" +" specific workspace based on the tag assigned. To create an email alias:" +msgstr "" + +#: ../../content/applications/productivity/documents.rst:70 +msgid "" +"Select the tag and the corresponding workspace where the document should be " +"directed in the left column of your dashboard." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:73 +msgid "" +"Next to the :guilabel:`Upload` button, click the down arrow, and then click " +":guilabel:`Share`." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:75 +msgid "" +"In the new window, click :guilabel:`Download and Upload` and enter the email" +" alias where documents should be sent." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:79 msgid "Access rights" msgstr "" -#: ../../content/applications/productivity/documents.rst:68 +#: ../../content/applications/productivity/documents.rst:81 msgid "" "To manage your workspace access rights, go to :menuselection:`Documents --> " "Configuration --> Workspaces`, open the workspace you want to edit, and go " @@ -2286,18 +2308,18 @@ msgid "" ":guilabel:`Read Groups` that can only view the workspace's documents." msgstr "" -#: ../../content/applications/productivity/documents.rst:74 +#: ../../content/applications/productivity/documents.rst:87 msgid "Description" msgstr "Опис" -#: ../../content/applications/productivity/documents.rst:76 +#: ../../content/applications/productivity/documents.rst:89 msgid "" "You can add descriptive information to your workspace by going to " ":menuselection:`Documents --> Configuration --> Workspaces`, opening the " "workspace you want to describe and going to the :guilabel:`Description` tab." msgstr "" -#: ../../content/applications/productivity/documents.rst:81 +#: ../../content/applications/productivity/documents.rst:94 msgid "" "Workspaces can also be created and edited by clicking the gear icon " ":guilabel:`⚙` on the left menu." @@ -2307,40 +2329,39 @@ msgstr "" msgid "Create sub-workspaces from the left menu" msgstr "" -#: ../../content/applications/productivity/documents.rst:88 +#: ../../content/applications/productivity/documents.rst:101 msgid "Documents management" msgstr "" -#: ../../content/applications/productivity/documents.rst:90 +#: ../../content/applications/productivity/documents.rst:103 msgid "" "When selecting or opening a document, the right panel displays different " "options. On the top, additional options might be available: " ":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " ":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " -":guilabel:`Open chatter` or :guilabel:`Archive` the document." +":guilabel:`Open chatter` or use the :guilabel:`Move to trash` option." msgstr "" #: ../../content/applications/productivity/documents.rst-1 msgid "right panel options" msgstr "" -#: ../../content/applications/productivity/documents.rst:99 +#: ../../content/applications/productivity/documents.rst:112 msgid "" -"Then, you can modify the name of your file by clicking on " -":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " -"assigned. The related :guilabel:`Workspace` can be modified and it is " -"possible to access the related :guilabel:`Journal Entry` or add " -":guilabel:`Tags`." +"Then, you can modify the name of your file by clicking on :guilabel:`Name`. " +"A :guilabel:`Contact` or an :guilabel:`Owner` can be assigned. The related " +":guilabel:`Workspace` can be modified and it is possible to access the " +"related :guilabel:`Journal Entry` or add :guilabel:`Tags`." msgstr "" -#: ../../content/applications/productivity/documents.rst:105 +#: ../../content/applications/productivity/documents.rst:117 msgid "" "The :guilabel:`Contact` is the person related to the document and assigned " "to it. He can only view the document and not modify it. I.e.: an existing " "supplier in your database is the contact for their bill." msgstr "" -#: ../../content/applications/productivity/documents.rst:108 +#: ../../content/applications/productivity/documents.rst:120 msgid "" "The person who creates a document is, by default :guilabel:`Owner` of it and" " has complete rights to it. It is possible to replace the owner of a " @@ -2348,24 +2369,24 @@ msgid "" " in \"My Profile\"." msgstr "" -#: ../../content/applications/productivity/documents.rst:112 +#: ../../content/applications/productivity/documents.rst:124 msgid "" "Different :ref:`Actions ` are available at the " "bottom of the right panel, depending on the workspace where your document is" " stored." msgstr "" -#: ../../content/applications/productivity/documents.rst:116 +#: ../../content/applications/productivity/documents.rst:128 msgid "Split PDF documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:118 +#: ../../content/applications/productivity/documents.rst:130 msgid "" "Select the PDF you want to split, and click the scissors icon. A new view " "displays all the pages of the document." msgstr "" -#: ../../content/applications/productivity/documents.rst:121 +#: ../../content/applications/productivity/documents.rst:133 msgid "" "By default, each page of the document will be split when clicking " ":guilabel:`Split`. To remove a split between two pages, click on the " @@ -2376,34 +2397,34 @@ msgstr "" msgid "split your documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:128 +#: ../../content/applications/productivity/documents.rst:140 msgid "" "To merge documents from your dashboard, select them and click the scissors " "icon. Click on the scissors between the two documents and click " ":guilabel:`Split` to merge the documents." msgstr "" -#: ../../content/applications/productivity/documents.rst:132 +#: ../../content/applications/productivity/documents.rst:144 msgid "Additional features" msgstr "" -#: ../../content/applications/productivity/documents.rst:134 +#: ../../content/applications/productivity/documents.rst:146 msgid "" "Select a workspace and click the arrow next to the :guilabel:`Upload` button" " to access additional features:" msgstr "" -#: ../../content/applications/productivity/documents.rst:138 +#: ../../content/applications/productivity/documents.rst:150 msgid "Request" msgstr "Запит" -#: ../../content/applications/productivity/documents.rst:140 +#: ../../content/applications/productivity/documents.rst:152 msgid "" "You can create \"missing documents\" and organize them as documents, to " "remind users to download them." msgstr "" -#: ../../content/applications/productivity/documents.rst:142 +#: ../../content/applications/productivity/documents.rst:154 msgid "" "Select the workspace where the file should be stored, click " ":guilabel:`Upload`, then :guilabel:`Request`. Add the :guilabel:`Document " @@ -2415,24 +2436,24 @@ msgid "" "the workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:149 +#: ../../content/applications/productivity/documents.rst:161 msgid "When your document is available, click the placeholder to upload it." msgstr "" -#: ../../content/applications/productivity/documents.rst:151 +#: ../../content/applications/productivity/documents.rst:163 msgid "" "You can see all missing documents by going to the **Activity** view and to " "the :guilabel:`Requested Document` column." msgstr "" -#: ../../content/applications/productivity/documents.rst:155 +#: ../../content/applications/productivity/documents.rst:167 msgid "" "From the :guilabel:`Activity` view, you can send a **reminder email** to " "users from whom you are expecting a document. Go to the :guilabel:`Requested" " Document` column, click on ⋮ and :guilabel:`Document Request: Reminder`." msgstr "" -#: ../../content/applications/productivity/documents.rst:159 +#: ../../content/applications/productivity/documents.rst:171 msgid "" "Click on a date to see the details of a specific request. You can update it " "by clicking on the pen icon, :guilabel:`Preview` the content of the reminder" @@ -2443,27 +2464,27 @@ msgstr "" msgid "send a reminder email from the Activity view" msgstr "" -#: ../../content/applications/productivity/documents.rst:167 +#: ../../content/applications/productivity/documents.rst:179 msgid "Add a link" msgstr "" -#: ../../content/applications/productivity/documents.rst:169 +#: ../../content/applications/productivity/documents.rst:181 msgid "" "To add a link to your documents dashboard, click on :guilabel:`Add a Link`, " "enter the :guilabel:`URL`, and :guilabel:`Name` it." msgstr "" -#: ../../content/applications/productivity/documents.rst:173 +#: ../../content/applications/productivity/documents.rst:185 msgid "Share" msgstr "Поділитися" -#: ../../content/applications/productivity/documents.rst:175 +#: ../../content/applications/productivity/documents.rst:187 msgid "" "You can create a share link to a document or all documents of a workspace. " "It allows anyone to download the file(s) or upload files to a workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:178 +#: ../../content/applications/productivity/documents.rst:190 msgid "" "To do so, select the workspace or the document and click the arrow next to " "the :guilabel:`Upload` button then :guilabel:`Share`. On the pop-up, the " @@ -2475,28 +2496,28 @@ msgid "" "Upload`." msgstr "" -#: ../../content/applications/productivity/documents.rst:186 +#: ../../content/applications/productivity/documents.rst:198 msgid "" "It is possible to only share one or more documents (without their workspace)" " by selecting them and clicking :guilabel:`Share`." msgstr "" -#: ../../content/applications/productivity/documents.rst:190 +#: ../../content/applications/productivity/documents.rst:202 msgid "New spreadsheet" msgstr "Нова таблиця" -#: ../../content/applications/productivity/documents.rst:192 +#: ../../content/applications/productivity/documents.rst:204 msgid "" "To create a new :doc:`spreadsheet `, click :guilabel:`New " "Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an " ":doc:`existing template `." msgstr "" -#: ../../content/applications/productivity/documents.rst:198 +#: ../../content/applications/productivity/documents.rst:210 msgid "Workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:200 +#: ../../content/applications/productivity/documents.rst:212 msgid "" "Workflow actions help manage documents and overall business operations. " "These are automated actions that can be created and customized for each " @@ -2504,33 +2525,33 @@ msgid "" " add tags to a document, and process bills." msgstr "" -#: ../../content/applications/productivity/documents.rst:204 +#: ../../content/applications/productivity/documents.rst:216 msgid "" "These workflow actions appear on the right panel when a document meets the " "set criteria." msgstr "" -#: ../../content/applications/productivity/documents.rst:207 +#: ../../content/applications/productivity/documents.rst:219 msgid "Create workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:209 +#: ../../content/applications/productivity/documents.rst:221 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " "Configuration --> Actions` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/productivity/documents.rst:213 +#: ../../content/applications/productivity/documents.rst:225 msgid "" "An action applies to all **sub-workspaces** under the :guilabel:`Related " "Workspace` you selected." msgstr "" -#: ../../content/applications/productivity/documents.rst:216 +#: ../../content/applications/productivity/documents.rst:228 msgid "Set the conditions" msgstr "" -#: ../../content/applications/productivity/documents.rst:218 +#: ../../content/applications/productivity/documents.rst:230 msgid "" "You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." " You can define the :guilabel:`Action Name` and then set the conditions that" @@ -2538,23 +2559,23 @@ msgid "" "side panel when selecting a file." msgstr "" -#: ../../content/applications/productivity/documents.rst:222 +#: ../../content/applications/productivity/documents.rst:234 msgid "There are three basic types of conditions you can set:" msgstr "" -#: ../../content/applications/productivity/documents.rst:224 +#: ../../content/applications/productivity/documents.rst:236 msgid "" ":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does " -"not contain` conditions, meaning the files *must have* or *mustn't have* the" -" tags set here." +"not contain` conditions, meaning the files *must have* or *must not have* " +"the tags set here." msgstr "" -#: ../../content/applications/productivity/documents.rst:227 +#: ../../content/applications/productivity/documents.rst:239 msgid "" ":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" -#: ../../content/applications/productivity/documents.rst:229 +#: ../../content/applications/productivity/documents.rst:241 msgid "" ":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" @@ -2563,23 +2584,23 @@ msgstr "" msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:235 +#: ../../content/applications/productivity/documents.rst:247 msgid "" -"If you don't set any conditions, the action button appears for all files " +"If you do not set any conditions, the action button appears for all files " "inside the selected workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:239 +#: ../../content/applications/productivity/documents.rst:251 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/productivity/documents.rst:242 +#: ../../content/applications/productivity/documents.rst:254 msgid "" "It is recommended to have some knowledge of Odoo development to configure " "*Domain* filters properly." msgstr "" -#: ../../content/applications/productivity/documents.rst:245 +#: ../../content/applications/productivity/documents.rst:257 msgid "" "The :ref:`developer mode ` needs to be activated to access " "the :guilabel:`Domain` condition from the :guilabel:`Actions` tab. Once " @@ -2587,7 +2608,7 @@ msgid "" "condition`." msgstr "" -#: ../../content/applications/productivity/documents.rst:249 +#: ../../content/applications/productivity/documents.rst:261 msgid "" "To create a rule, you typically select a :guilabel:`field`, an " ":guilabel:`operator`, and a :guilabel:`value`. For example, if you want to " @@ -2600,7 +2621,7 @@ msgstr "" msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:257 +#: ../../content/applications/productivity/documents.rst:269 msgid "" "Click :guilabel:`Add New Rule` (plus icon) and :guilabel:`Add branch` to add" " conditions and sub-conditions. You can then specify if your rule should " @@ -2608,114 +2629,114 @@ msgid "" "rule directly using the :guilabel:`Code editor`." msgstr "" -#: ../../content/applications/productivity/documents.rst:262 +#: ../../content/applications/productivity/documents.rst:274 msgid "Configure the actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:264 +#: ../../content/applications/productivity/documents.rst:276 msgid "" "Select the :guilabel:`Actions` tab to set up your action. You can " "simultaneously:" msgstr "" -#: ../../content/applications/productivity/documents.rst:266 +#: ../../content/applications/productivity/documents.rst:278 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" -#: ../../content/applications/productivity/documents.rst:267 +#: ../../content/applications/productivity/documents.rst:279 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" -#: ../../content/applications/productivity/documents.rst:268 +#: ../../content/applications/productivity/documents.rst:280 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:269 +#: ../../content/applications/productivity/documents.rst:281 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" -#: ../../content/applications/productivity/documents.rst:271 +#: ../../content/applications/productivity/documents.rst:283 msgid "" "**Link to record**: link the document to a record (i.e. link to a vehicle in" " Fleet);" msgstr "" -#: ../../content/applications/productivity/documents.rst:272 +#: ../../content/applications/productivity/documents.rst:284 msgid "**Product template**: create a product you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:273 +#: ../../content/applications/productivity/documents.rst:285 msgid "**Task**: create a Project task you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:274 +#: ../../content/applications/productivity/documents.rst:286 msgid "**Signature PDF template**: create a new Sign template to send out;" msgstr "" -#: ../../content/applications/productivity/documents.rst:275 +#: ../../content/applications/productivity/documents.rst:287 msgid "**PDF to sign**: create a PDF to sign;" msgstr "" -#: ../../content/applications/productivity/documents.rst:276 +#: ../../content/applications/productivity/documents.rst:288 msgid "**Applicant**: create a new HR application you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:277 +#: ../../content/applications/productivity/documents.rst:289 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content;" msgstr "" -#: ../../content/applications/productivity/documents.rst:279 +#: ../../content/applications/productivity/documents.rst:291 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:281 +#: ../../content/applications/productivity/documents.rst:293 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:283 +#: ../../content/applications/productivity/documents.rst:295 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:285 +#: ../../content/applications/productivity/documents.rst:297 msgid "" "**Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous " "Operations` in Accounting;" msgstr "" -#: ../../content/applications/productivity/documents.rst:287 +#: ../../content/applications/productivity/documents.rst:299 msgid "**Bank Statement**: create a Bank Statement in Finance;" msgstr "" -#: ../../content/applications/productivity/documents.rst:288 +#: ../../content/applications/productivity/documents.rst:300 msgid "" "**Expense**: create an expense automatically based on a file's content." msgstr "" -#: ../../content/applications/productivity/documents.rst:290 -msgid "**Set Tags**: add, remove, and replace any number of tags." +#: ../../content/applications/productivity/documents.rst:302 +msgid "**Set Tags**: add, remove, and replace any number of tags;" msgstr "" -#: ../../content/applications/productivity/documents.rst:291 +#: ../../content/applications/productivity/documents.rst:303 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" -" done." +" done;" msgstr "" -#: ../../content/applications/productivity/documents.rst:292 +#: ../../content/applications/productivity/documents.rst:304 msgid "" "**Activities - Schedule Activity**: create a new activity linked to the file" " as configured in the action. You can choose to set the activity on the " @@ -2726,11 +2747,11 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:299 +#: ../../content/applications/productivity/documents.rst:311 msgid "Digitize documents with AI and optical character recognition (OCR)" msgstr "" -#: ../../content/applications/productivity/documents.rst:301 +#: ../../content/applications/productivity/documents.rst:313 msgid "" "Documents available in the Finance workspace can be digitized. Select the " "document to digitize, click :guilabel:`Create Bill`, :guilabel:`Create " @@ -2738,7 +2759,7 @@ msgid "" ":guilabel:`Send for Digitization`." msgstr "" -#: ../../content/applications/productivity/documents.rst:306 +#: ../../content/applications/productivity/documents.rst:318 msgid "" ":doc:`AI-powered document digitization " "<../finance/accounting/vendor_bills/invoice_digitization>`" @@ -8128,9 +8149,9 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 diff --git a/locale/uk/LC_MESSAGES/sales.po b/locale/uk/LC_MESSAGES/sales.po index fd265344b..365678afc 100644 --- a/locale/uk/LC_MESSAGES/sales.po +++ b/locale/uk/LC_MESSAGES/sales.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -63,7 +63,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -79,7 +80,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1566,7 +1567,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2560,6 +2561,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2743,6 +2745,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Аналіз конвеєру" @@ -4957,6 +5126,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4967,20 +5174,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -4988,7 +5195,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -4999,49 +5206,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5050,35 +5257,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5090,11 +5297,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5102,17 +5309,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5120,7 +5327,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5131,7 +5338,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5139,11 +5346,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5151,7 +5358,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5160,34 +5367,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5200,7 +5407,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5208,7 +5415,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5218,7 +5425,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5613,6 +5820,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Партнери" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6416,64 +6861,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7326,6 +7767,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7349,6 +7791,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7881,39 +8324,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8217,6 +8664,7 @@ msgstr "" "закінчити транзакцію." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Знижки" @@ -8909,7 +9357,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9089,19 +9537,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Повторно надрукуйте чек" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9113,32 +9561,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Рахунки" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9150,43 +9598,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "Отримання рахунків-фактур" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9196,23 +9644,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9226,7 +9674,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13291,7 +13739,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13880,23 +14328,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13909,7 +14411,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13922,14 +14424,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13941,14 +14443,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13956,7 +14458,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13964,7 +14466,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13975,7 +14477,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -13988,7 +14490,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -13996,12 +14498,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16516,7 +17018,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16992,13 +17494,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17007,7 +17561,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17016,13 +17570,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17034,35 +17588,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17070,7 +17624,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17079,7 +17633,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17087,14 +17641,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17108,7 +17662,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17116,29 +17670,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17150,47 +17704,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Умови" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17198,31 +17752,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17654,7 +18208,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18092,11 +18646,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18107,24 +18661,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18133,7 +18786,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18141,20 +18794,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18162,110 +18815,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18273,7 +18839,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18286,7 +18852,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18298,26 +18864,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18325,7 +18891,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18334,7 +18900,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18344,14 +18910,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18359,7 +18925,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18367,28 +18933,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18401,19 +18967,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18425,14 +18991,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18440,11 +19006,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18458,7 +19024,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18471,57 +19037,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Вплив варіантів" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19115,7 +19681,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19246,7 +19812,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19263,7 +19829,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19294,7 +19860,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19315,7 +19881,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20271,7 +20837,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20279,19 +20845,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20300,13 +20874,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20314,24 +20888,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20339,7 +20913,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20350,7 +20924,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20358,63 +20932,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "Використовуйте шаблони комерційної пропозиції" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20424,7 +20998,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20435,7 +21009,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20443,13 +21017,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/uk/LC_MESSAGES/services.po b/locale/uk/LC_MESSAGES/services.po index 78b8f1797..15e403b41 100644 --- a/locale/uk/LC_MESSAGES/services.po +++ b/locale/uk/LC_MESSAGES/services.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -232,6 +232,90 @@ msgstr "" msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk" msgstr "" +#: ../../content/applications/services/field_service/planning_itinerary.rst:3 +msgid "Planning an itinerary" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:5 +msgid "" +"By default, **Odoo Field Service** shows a static map where all task " +"locations for the day are pinned. To make it more useful for the field " +"service workers, it is possible to display an itinerary on the map using " +"MapBox. To do so, enable the **Map Routes** feature as follows:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:9 +msgid "" +"Create or sign in to a MapBox account using the following link: " +"``_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:10 +msgid "" +"`Create a token `_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:11 +msgid "" +"Go to the `Access tokens page on Mapbox `_ and copy your token." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:13 +msgid "" +"In Odoo, go to the :guilabel:`Settings` app and scroll down to the " +":guilabel:`Integrations` section. Paste your Mapbox access token in the " +":guilabel:`Token` field under :guilabel:`Map Routes`, and click " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:18 +msgid "Displaying your itinerary on a map" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:21 +msgid "For a field service task to be featured on the map, it needs:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:23 +msgid "a :guilabel:`Planned Date`;" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:24 +msgid "a valid address linked to the customer’s profile." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:26 +msgid "" +"To display your tasks on a map, go to :menuselection:`Field Service --> My " +"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " +"tasks based on their :guilabel:`Planned Date` to show the way from one " +"location to the next." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:30 +msgid "" +"To open your itinerary on the Google Maps website or app, click " +":guilabel:`View in Google Maps`. Google Maps includes your current location " +"as a starting point for your itinerary." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:34 +msgid "" +"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" +" in the search bar to display all tasks. Your tasks are then sorted by date " +"in the left column." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:36 +msgid "" +"Click your task in the left column or the map pin to display the task's " +"details. From there, you can :guilabel:`Open` the task or click " +":guilabel:`Navigate to` to get an itinerary from your current location to " +"this specific task's location." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:7 msgid "Helpdesk" msgstr "Служба підтримки" diff --git a/locale/uk/LC_MESSAGES/websites.po b/locale/uk/LC_MESSAGES/websites.po index bd18bf379..c9aa0b481 100644 --- a/locale/uk/LC_MESSAGES/websites.po +++ b/locale/uk/LC_MESSAGES/websites.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Alina Lisnenko , 2024 # Wil Odoo, 2024 +# Alina Lisnenko , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Alina Lisnenko , 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -758,7 +758,7 @@ msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "Налаштування" @@ -872,13 +872,11 @@ msgid "" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -900,33 +898,33 @@ msgid "" "labels." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -936,11 +934,11 @@ msgid "" "available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1339,6 +1337,16 @@ msgid "" "in stock." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "" @@ -5492,7 +5500,7 @@ msgstr "" #: ../../content/applications/websites/livechat/reports.rst:68 msgid "Session Statistics" -msgstr "Статистика сессії" +msgstr "Статистика сесії" #: ../../content/applications/websites/livechat/reports.rst:70 msgid "" @@ -6404,132 +6412,87 @@ msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 -msgid "Customization" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 -msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 diff --git a/locale/vi/LC_MESSAGES/essentials.po b/locale/vi/LC_MESSAGES/essentials.po index 8ec5c1bac..0ec29e71e 100644 --- a/locale/vi/LC_MESSAGES/essentials.po +++ b/locale/vi/LC_MESSAGES/essentials.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Thi Huong Nguyen, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" @@ -30,56 +30,55 @@ msgstr "Thao tác thiết yếu của Odoo" msgid "Activities" msgstr "Hoạt động" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Lên lịch hoạt động" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Cửa sổ trò chuyện" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "Biểu mẫu loại hoạt động mới." -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Chế độ xem kanban" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -138,34 +133,36 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "Chế độ xem kanban của chu trình CRM và tùy chọn lên lịch hoạt động." -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Chế độ xem danh sách" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -173,65 +170,61 @@ msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" "Chế độ xem danh sách của chu trình CRM và tùy chọn lên lịch hoạt động." -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Chế độ xem hoạt động" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -"Màu sắc của hoạt động và mối quan hệ của chúng với ngày hết hạn của hoạt " -"động thống nhất trong Odoo, bất kể loại hoạt động hay chế độ xem." -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -240,11 +233,11 @@ msgid "" msgstr "" "Chế độ xem hoạt động của chu trình CRM và tùy chọn lên lịch hoạt động." -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -253,12 +246,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -266,86 +259,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -353,7 +338,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -363,23 +348,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "Chế độ xem lead CRM và tùy chọn lên lịch hoạt động." -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -388,14 +373,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -407,11 +392,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -419,18 +404,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -439,26 +424,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -469,11 +454,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -485,7 +470,7 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." @@ -493,82 +478,93 @@ msgstr "" "Thao tác này sẽ hiển thị trang :guilabel:`Loại hoạt động`, nơi chứa các loại" " hoạt động hiện có." +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Các ứng dụng riêng lẻ có danh sách *Loại hoạt động* dành riêng cho ứng dụng " +"đó. Ví dụ: để xem và chỉnh sửa các hoạt động có sẵn cho ứng dụng *CRM*, hãy " +"đi đến :menuselection:`ứng dụng CRM --> Cấu hình --> Loại hoạt động`." + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -576,13 +572,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -590,40 +586,40 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -631,13 +627,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -645,19 +641,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -665,7 +661,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -676,14 +672,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "Liên hệ" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "Tên" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "Địa chỉ" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" diff --git a/locale/vi/LC_MESSAGES/finance.po b/locale/vi/LC_MESSAGES/finance.po index 0fe8a4454..21ccfbe35 100644 --- a/locale/vi/LC_MESSAGES/finance.po +++ b/locale/vi/LC_MESSAGES/finance.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" @@ -74,7 +74,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:67 -#: ../../content/applications/finance/accounting.rst:222 +#: ../../content/applications/finance/accounting.rst:224 msgid ":doc:`Accounting Cheat Sheet `" msgstr "" @@ -93,11 +93,12 @@ msgstr "" msgid ":doc:`Cash basis `" msgstr "" -#: ../../content/applications/finance/accounting.rst:80 +#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:107 msgid "Multi-company" msgstr "" -#: ../../content/applications/finance/accounting.rst:82 +#: ../../content/applications/finance/accounting.rst:84 msgid "" "Several companies can be managed within the same database. Each company has " "its :doc:`chart of accounts `, " @@ -106,11 +107,11 @@ msgid "" "time." msgstr "" -#: ../../content/applications/finance/accounting.rst:88 +#: ../../content/applications/finance/accounting.rst:90 msgid "Multi-currency environment" msgstr "" -#: ../../content/applications/finance/accounting.rst:90 +#: ../../content/applications/finance/accounting.rst:92 msgid "" "A :doc:`multi-currency ` environment " "with an automated exchange rate to ease international transactions is " @@ -121,28 +122,28 @@ msgid "" "items." msgstr "" -#: ../../content/applications/finance/accounting.rst:97 +#: ../../content/applications/finance/accounting.rst:99 msgid "" ":doc:`Manage a bank in a foreign currency " "`" msgstr "" -#: ../../content/applications/finance/accounting.rst:100 +#: ../../content/applications/finance/accounting.rst:102 msgid "Branch management" msgstr "" -#: ../../content/applications/finance/accounting.rst:102 +#: ../../content/applications/finance/accounting.rst:104 msgid "" "Multiple branches can be managed thanks to multi-company hierarchies. This " "allows to post journal entries on each branch as well as setting up a common" " lock date managed by the main company." msgstr "" -#: ../../content/applications/finance/accounting.rst:106 +#: ../../content/applications/finance/accounting.rst:108 msgid "International standards" msgstr "" -#: ../../content/applications/finance/accounting.rst:108 +#: ../../content/applications/finance/accounting.rst:110 msgid "" "Odoo Accounting supports more than 70 countries. It provides the central " "standards and mechanisms common to all nations, and thanks to country-" @@ -151,186 +152,188 @@ msgid "" "other requirements." msgstr "" -#: ../../content/applications/finance/accounting.rst:114 +#: ../../content/applications/finance/accounting.rst:116 msgid ":doc:`Fiscal localization packages `" msgstr "" -#: ../../content/applications/finance/accounting.rst:117 +#: ../../content/applications/finance/accounting.rst:119 msgid "Accounts receivable and payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:119 +#: ../../content/applications/finance/accounting.rst:121 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." msgstr "" -#: ../../content/applications/finance/accounting.rst:123 +#: ../../content/applications/finance/accounting.rst:125 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "Báo cáo" -#: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting.rst:131 msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" msgstr "" -#: ../../content/applications/finance/accounting.rst:133 +#: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1206 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 msgid "Statement" msgstr "Sao kê" -#: ../../content/applications/finance/accounting.rst:135 +#: ../../content/applications/finance/accounting.rst:137 #: ../../content/applications/finance/accounting/customer_invoices.rst:214 msgid "Balance sheet" msgstr "Bảng cân đối kế toán" -#: ../../content/applications/finance/accounting.rst:137 +#: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "" -#: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:363 msgid "Cash flow statement" msgstr "" -#: ../../content/applications/finance/accounting.rst:141 -#: ../../content/applications/finance/accounting.rst:180 +#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:182 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:77 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:38 msgid "Tax report" msgstr "Báo cáo thuế" -#: ../../content/applications/finance/accounting.rst:143 +#: ../../content/applications/finance/accounting.rst:145 msgid "ES sales list" msgstr "" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 msgid "Audit" msgstr "Kiểm toán" -#: ../../content/applications/finance/accounting.rst:145 +#: ../../content/applications/finance/accounting.rst:147 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1076 msgid "General ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:147 +#: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "Trial balance" msgstr "Cân đối thử" -#: ../../content/applications/finance/accounting.rst:149 +#: ../../content/applications/finance/accounting.rst:151 msgid "Journal report" msgstr "" -#: ../../content/applications/finance/accounting.rst:151 +#: ../../content/applications/finance/accounting.rst:153 msgid "Intrastat report" msgstr "" -#: ../../content/applications/finance/accounting.rst:153 +#: ../../content/applications/finance/accounting.rst:155 msgid "Check register" msgstr "" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Partner" msgstr "Đối tác" -#: ../../content/applications/finance/accounting.rst:155 +#: ../../content/applications/finance/accounting.rst:157 msgid "Partner ledger" msgstr "" -#: ../../content/applications/finance/accounting.rst:157 +#: ../../content/applications/finance/accounting.rst:159 msgid "Aged receivable" msgstr "" -#: ../../content/applications/finance/accounting.rst:159 +#: ../../content/applications/finance/accounting.rst:161 msgid "Aged payable" msgstr "" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Management" msgstr "Quản lý" -#: ../../content/applications/finance/accounting.rst:161 +#: ../../content/applications/finance/accounting.rst:163 msgid "Invoice analysis" msgstr "Phân tích hoá đơn" -#: ../../content/applications/finance/accounting.rst:163 +#: ../../content/applications/finance/accounting.rst:165 msgid "Unrealized currency gains/losses" msgstr "" -#: ../../content/applications/finance/accounting.rst:165 +#: ../../content/applications/finance/accounting.rst:167 msgid "Depreciation schedule" msgstr "" -#: ../../content/applications/finance/accounting.rst:167 +#: ../../content/applications/finance/accounting.rst:169 msgid "Disallowed expenses" msgstr "" -#: ../../content/applications/finance/accounting.rst:169 +#: ../../content/applications/finance/accounting.rst:171 msgid "Budget analysis" msgstr "" -#: ../../content/applications/finance/accounting.rst:171 +#: ../../content/applications/finance/accounting.rst:173 msgid "Product margins" msgstr "" -#: ../../content/applications/finance/accounting.rst:173 +#: ../../content/applications/finance/accounting.rst:175 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:339 msgid "1099 report" msgstr "" -#: ../../content/applications/finance/accounting.rst:177 +#: ../../content/applications/finance/accounting.rst:179 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." msgstr "" -#: ../../content/applications/finance/accounting.rst:182 +#: ../../content/applications/finance/accounting.rst:184 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." msgstr "" -#: ../../content/applications/finance/accounting.rst:186 +#: ../../content/applications/finance/accounting.rst:188 msgid "" "Once the tax report has been generated for a period, Odoo locks it and " "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" -#: ../../content/applications/finance/accounting.rst:191 +#: ../../content/applications/finance/accounting.rst:193 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." msgstr "" -#: ../../content/applications/finance/accounting.rst:195 +#: ../../content/applications/finance/accounting.rst:197 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" msgstr "" -#: ../../content/applications/finance/accounting.rst:197 +#: ../../content/applications/finance/accounting.rst:199 msgid "" "The bank synchronization system directly connects with your bank institution" " to automatically import all transactions into your database. It gives an " @@ -338,31 +341,31 @@ msgid "" "waiting for paper bank statements." msgstr "" -#: ../../content/applications/finance/accounting.rst:202 +#: ../../content/applications/finance/accounting.rst:204 msgid ":doc:`Bank synchronization `" msgstr "" -#: ../../content/applications/finance/accounting.rst:205 +#: ../../content/applications/finance/accounting.rst:207 msgid "Inventory valuation" msgstr "" -#: ../../content/applications/finance/accounting.rst:207 +#: ../../content/applications/finance/accounting.rst:209 msgid "" "Both periodic (manual) and perpetual (automated) inventory valuations are " "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" -#: ../../content/applications/finance/accounting.rst:212 +#: ../../content/applications/finance/accounting.rst:214 msgid "" ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" msgstr "" -#: ../../content/applications/finance/accounting.rst:215 +#: ../../content/applications/finance/accounting.rst:217 msgid "Retained earnings" msgstr "" -#: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/accounting.rst:219 msgid "" "Retained earnings are the portion of income retained by a business. Odoo " "calculates current year earnings in real-time, so no year-end journal or " @@ -370,34 +373,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:229 +#: ../../content/applications/finance/accounting.rst:231 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:232 +#: ../../content/applications/finance/accounting.rst:234 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:235 +#: ../../content/applications/finance/accounting.rst:237 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:236 +#: ../../content/applications/finance/accounting.rst:238 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -601,10 +604,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:647 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 -#: ../../content/applications/finance/payment_providers/authorize.rst:60 +#: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 @@ -2693,6 +2698,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:33 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 msgid "Taxes" msgstr "Thuế" @@ -4056,7 +4062,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -5847,7 +5853,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 msgid "" ":ref:`Other inventory valuation methods " -"`" +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:40 @@ -6396,8 +6402,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 msgid "" -":ref:`Anglo-Saxon vs. Continental " -"`" +":ref:`Anglo-Saxon vs. Continental `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 @@ -6744,6 +6750,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 msgid "Chart of accounts" msgstr "Hệ thống tài khoản" @@ -6770,11 +6777,11 @@ msgstr "" msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:23 msgid "" "The country you select during the creation of your database (or additional " "company in your database) determines which :doc:`fiscal localization package" @@ -6784,98 +6791,98 @@ msgid "" "company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:28 msgid "" "To create a new account, go to :menuselection:`Accounting --> Configuration " "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:39 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Loại" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:51 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Report" msgstr "Báo cáo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Category" msgstr "Danh mục" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 msgid "Account Types" msgstr "Loại tài khoản" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "Bảng cân đối kế toán" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "Assets" msgstr "Tài sản" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Khoản phải thu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Ngân hàng và tiền mặt" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6883,147 +6890,147 @@ msgstr "Ngân hàng và tiền mặt" msgid "Current Assets" msgstr "Tài sản lưu động" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Tài sản dài hạn" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "Khoản trả trước" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "Tài sản cố định" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "Nợ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Phải trả" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "Thẻ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Nợ ngắn hạn" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Nợ dài hạn" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "Vốn chủ sở hữu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Thu nhập năm hiện tại" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Lãi & lỗ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 msgid "Income" msgstr "Doanh thu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "Thu nhập khác" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "Chi phí" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "Khấu hao" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "Chi phí doanh thu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" msgstr "Khác" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Off-Balance Sheet" msgstr "Ngoài bảng cân đối" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "" "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:109 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:115 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "Tags" msgstr "Thẻ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "Account groups" msgstr "Nhóm tài khoản" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7033,17 +7040,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7057,7 +7064,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7068,17 +7075,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7086,7 +7093,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7097,11 +7104,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "Deprecated" msgstr "Ngừng sử dụng" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7109,29 +7116,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7450,7 +7457,7 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:149 +#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "Đối chiếu thanh toán" @@ -7928,11 +7935,11 @@ msgid "" "configuration-1880>`_" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:24 +#: ../../content/applications/finance/accounting/payments.rst:26 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:26 +#: ../../content/applications/finance/accounting/payments.rst:28 msgid "" "When clicking :guilabel:`Register payment` in a customer invoice or vendor " "bill, it generates a new journal entry and changes the amount due according " @@ -7944,7 +7951,7 @@ msgid "" "status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:33 +#: ../../content/applications/finance/accounting/payments.rst:35 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -7955,33 +7962,33 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:40 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" "The customer invoice or vendor bill must be in the :guilabel:`Posted` status" " to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:48 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:52 msgid "" "If your main bank account is set as an :ref:`outstanding account " "`, and the payment is registered in Odoo (not " @@ -7989,11 +7996,11 @@ msgid "" "registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:55 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:59 msgid "" "When a new payment is registered via :menuselection:`Customers / Vendors -->" " Payments` menu, it is not directly linked to an invoice or bill. Instead, " @@ -8002,11 +8009,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:63 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:67 msgid "" "A blue banner appears when you validate a new invoice/bill and an " "**outstanding payment** exists for this specific customer or vendor. It can " @@ -8018,17 +8025,17 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:72 +#: ../../content/applications/finance/accounting/payments.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:78 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:82 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " @@ -8040,19 +8047,19 @@ msgid "" "Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:88 +#: ../../content/applications/finance/accounting/payments.rst:90 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:89 +#: ../../content/applications/finance/accounting/payments.rst:91 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 +#: ../../content/applications/finance/accounting/payments.rst:98 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and allows you to process them individually, " @@ -8067,18 +8074,18 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:111 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:115 msgid "" "You can use the **batch reconciliation feature** to reconcile several " "outstanding payments or invoices simultaneously for a specific customer or " @@ -8093,11 +8100,11 @@ msgstr "" msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:123 +#: ../../content/applications/finance/accounting/payments.rst:125 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:127 msgid "" "To register a **partial payment**, click :guilabel:`Register payment` from " "the related invoice or bill, and enter the amount received or paid. Upon " @@ -8113,11 +8120,11 @@ msgstr "" msgid "Partial payment of an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:136 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is :doc:`reconciling " @@ -9232,6 +9239,7 @@ msgid "Compatible check stationery for printing checks" msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:3 msgid "United States" msgstr "Hợp chủng quốc Hoa Kỳ" @@ -9670,52 +9678,52 @@ msgid "" " of your organisation as at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:44 +#: ../../content/applications/finance/accounting/reporting.rst:46 msgid "Profit and Loss" msgstr "Lãi và lỗ" -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:48 msgid "" "The **Profit and Loss** report (or **Income Statement**) shows your " "organisation's net income, by deducting expenses from revenue for the report" " period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:53 +#: ../../content/applications/finance/accounting/reporting.rst:57 msgid "Executive Summary" msgstr "Bảng tóm tắt hoạt động" -#: ../../content/applications/finance/accounting/reporting.rst:55 +#: ../../content/applications/finance/accounting/reporting.rst:59 msgid "" "The **Executive Summary** allows for a quick look at all the important " "figures you need to run your company." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:58 +#: ../../content/applications/finance/accounting/reporting.rst:62 msgid "" "In very basic terms, this is what each of the items in this section is " "reporting :" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Performance:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:64 +#: ../../content/applications/finance/accounting/reporting.rst:68 msgid "**Gross profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:63 +#: ../../content/applications/finance/accounting/reporting.rst:67 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales (things like labour, materials, etc)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:70 +#: ../../content/applications/finance/accounting/reporting.rst:74 msgid "**Net profit margin:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:67 +#: ../../content/applications/finance/accounting/reporting.rst:71 msgid "" "The contribution each individual sale made by your business less any direct " "costs needed to make those sales, as well as any fixed overheads your " @@ -9723,56 +9731,56 @@ msgid "" "result of those sales)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "**Return on investment (p.a.):**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:73 +#: ../../content/applications/finance/accounting/reporting.rst:77 msgid "" "The ratio of net profit made, to the amount of assets the company used to " "make those profits." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Position:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "**Average debtor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 +#: ../../content/applications/finance/accounting/reporting.rst:81 msgid "" "The average number of days it takes your customers to pay you (fully), " "across all your customer invoices." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "**Average creditor days:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:80 +#: ../../content/applications/finance/accounting/reporting.rst:84 msgid "" "The average number of days it takes you to pay your suppliers (fully) across" " all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:85 +#: ../../content/applications/finance/accounting/reporting.rst:89 msgid "**Short term cash forecast:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:83 +#: ../../content/applications/finance/accounting/reporting.rst:87 msgid "" "How much cash is expected in or out of your organisation in the next month " "i.e. balance of your **Sales account** for the month less the balance of " "your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:93 +#: ../../content/applications/finance/accounting/reporting.rst:97 msgid "**Current assets to liabilities:**" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:88 +#: ../../content/applications/finance/accounting/reporting.rst:92 msgid "" "Also referred to as **current ratio**, this is the ratio of current assets " "(assets that could be turned into cash within a year) to the current " @@ -9780,11 +9788,11 @@ msgid "" "typically used as as a measure of a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:98 +#: ../../content/applications/finance/accounting/reporting.rst:102 msgid "General Ledger" msgstr "Sổ cái" -#: ../../content/applications/finance/accounting/reporting.rst:100 +#: ../../content/applications/finance/accounting/reporting.rst:104 msgid "" "The **General Ledger Report** shows all transactions from all accounts for a" " chosen date range. The initial summary report shows the totals for each " @@ -9793,44 +9801,44 @@ msgid "" "occurred during a certain period of time." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:111 +#: ../../content/applications/finance/accounting/reporting.rst:115 msgid "Aged Payable" msgstr "Tuổi nợ phải trả" -#: ../../content/applications/finance/accounting/reporting.rst:113 +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "" "Run the **Aged Payable Details** report to display information on individual" " bills, credit notes and overpayments owed by you, and how long these have " "gone unpaid." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:122 +#: ../../content/applications/finance/accounting/reporting.rst:126 msgid "Aged Receivable" msgstr "Tuổi nợ phải thu" -#: ../../content/applications/finance/accounting/reporting.rst:124 +#: ../../content/applications/finance/accounting/reporting.rst:128 msgid "" "The **Aged Receivables** report shows the sales invoices that were awaiting " "payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:130 +#: ../../content/applications/finance/accounting/reporting.rst:136 msgid "Cash Flow Statement" msgstr "Báo cáo lưu chuyển tiền tệ" -#: ../../content/applications/finance/accounting/reporting.rst:132 +#: ../../content/applications/finance/accounting/reporting.rst:138 msgid "" "The **Cash Flow Statement** shows how changes in balance sheet accounts and " "income affect cash and cash equivalents, and breaks the analysis down to " "operating, investing and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:141 +#: ../../content/applications/finance/accounting/reporting.rst:147 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "Báo cáo thuế" -#: ../../content/applications/finance/accounting/reporting.rst:143 +#: ../../content/applications/finance/accounting/reporting.rst:149 msgid "" "This report allows you to see the **net** and **tax amounts** for all the " "taxes grouped by type (sale/purchase)." @@ -12822,6 +12830,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:35 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:266 msgid "" "Avalara's support documents: `About AvaTax " "`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 msgid "Uruguay - Accounting" @@ -17533,6 +17541,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:37 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 msgid "Modules installation" msgstr "" @@ -19504,6 +19513,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -19655,6 +19665,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:230 #: ../../content/applications/finance/fiscal_localizations/australia.rst:234 #: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:229 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -20375,6 +20386,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:444 msgid "Payroll" msgstr "Bảng lương" @@ -22084,6 +22096,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:402 msgid "Cash discount" msgstr "" @@ -22101,6 +22114,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:408 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -23307,6 +23321,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:470 #: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:337 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" @@ -28918,7 +28933,7 @@ msgid "2-digits comparison" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:184 -#: ../../content/applications/finance/payment_providers/authorize.rst:80 +#: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "Mẫu" @@ -31857,7 +31872,21 @@ msgid "" "uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +msgid "" +"The user can also get details to be submitted in **GSTR-1** in **Spreadsheet" +" view** by clicking on :guilabel:`Generate`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 generate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "GSTR-1 Spreadsheet View" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:375 msgid "" "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to " "send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report " @@ -31868,7 +31897,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 msgid "" "After a few seconds, the status of the **GSTR-1** report changes to " ":guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been" @@ -31880,7 +31909,7 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:378 +#: ../../content/applications/finance/fiscal_localizations/india.rst:388 msgid "" "Once more, after a few seconds, the status either changes to " ":guilabel:`Sent` or :guilabel:`Error in Invoice`. The status " @@ -31888,7 +31917,7 @@ msgid "" "correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:382 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "" "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1**" " report is ready to be filed on the **GST portal**." @@ -31898,7 +31927,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "" "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can" " be checked for errors in the :guilabel:`Log Note`. Once issues have been " @@ -31914,7 +31943,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 msgid "" "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the " "**GST portal**. The status of the report changes to :guilabel:`Filed` in " @@ -31925,17 +31954,17 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:417 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:409 +#: ../../content/applications/finance/fiscal_localizations/india.rst:419 msgid "" "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This " "automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:422 msgid "" "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary." " After a few seconds, the status of the report changes to :guilabel:`Waiting" @@ -31948,20 +31977,20 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:429 msgid "" "Once more, after a few seconds, the status of the **GSTR-2B** changes to the" " :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** " "report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:425 +#: ../../content/applications/finance/fiscal_localizations/india.rst:435 msgid "" "Once it is done, the status of the **GSTR-2B** report changes to either " ":guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:438 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -31969,7 +31998,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:433 +#: ../../content/applications/finance/fiscal_localizations/india.rst:443 msgid "" "If the status is :guilabel:`Partially Matched`, you can make changes in " "bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click " @@ -31984,26 +32013,26 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:445 -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:457 msgid "" "The :ref:`GSTR-3 ` report is a monthly summary of " "**sales** and **purchases**. This return is auto-generated by extracting " "information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:450 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "" "Users can compare the **GSTR-3** report with the **GSTR-3** report available" " on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3" " Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:453 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 msgid "" "Once the **GSTR-3** report has been verified by the user and the tax amount " "on the **GST portal** has been paid. Once paid, the report can be **closed**" @@ -32014,7 +32043,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 msgid "" "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** " "using challan, and click :guilabel:`POST` to post the :guilabel:`Closing " @@ -32025,7 +32054,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:465 +#: ../../content/applications/finance/fiscal_localizations/india.rst:475 msgid "" "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -32034,15 +32063,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:473 +#: ../../content/applications/finance/fiscal_localizations/india.rst:483 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:480 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 msgid "" "The :guilabel:`GSTR-1` report is divided into sections. It displays the " ":guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, " @@ -32054,23 +32083,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:494 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:495 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:496 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:497 +#: ../../content/applications/finance/fiscal_localizations/india.rst:507 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -33442,196 +33471,649 @@ msgstr "Kenya" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:10 msgid "" -":ref:`Install ` the following modules to get all the " -"features of the Kenyan localization:" +"Install the 🇰🇪 **Kenyan** :ref:`fiscal localization package " +"` to get all the features of the Kenyan " +"localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:19 -msgid ":guilabel:`Kenyan - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:14 +msgid "eTIMS" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 +msgid "" +"The `Kenya Revenue Authority (KRA) `_ has " +"implemented the `electronic Tax Invoice Management System (eTIMS) " +"`_ for tax collection." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:20 -msgid "`l10n_ke`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:21 msgid "" -"Installing this module grants you access to the list of accounts used in the" -" local GAAP and the list of common taxes (VAT, etc.)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:23 -msgid ":guilabel:`Kenyan - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:24 -msgid "`l10n_ke_reports`" +"To submit documents through eTIMS, you must use an :abbr:`OSCU (Online Sales" +" Control Unit)` that integrates with the existing **Trader Invoicing System " +"(TIS)**, such as the one provided by Odoo. The OSCU is used to validate, " +"encrypt, sign, transmit, and store tax invoices." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:25 msgid "" -"Installing this module grants you access to improved accounting reports for " -"Kenya, such as Profit and Loss and Balance Sheets." +"Make sure to :ref:`install ` the **Kenya eTIMS EDI** " +"modules to use the OSCU device fully." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:28 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:31 +msgid "OSCU device initialization" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:33 msgid "" -"You also have to install the **Kenya Tremol Device EDI Integration** package" -" to be able to report your taxes to the **Kenya Revenue Authority (KRA)** " -"using the Tremol G03 Control Unit:" +"The OSCU must be initialized before use. To do so, navigate to " +":menuselection:`Settings --> General Settings`, click :guilabel:`Update " +"Info` in the :guilabel:`Companies` section, and enter your :guilabel:`Tax " +"ID`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:37 -msgid ":guilabel:`Kenya Tremol Device EDI Integration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:38 -msgid "`l10n_ke_edi_tremol`" +msgid "To initialize the OSCU:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:39 -msgid "" -"Installing this module integrates with the Kenyan G03 Tremol control unit " -"device to report taxes to KRA through TIMS." +msgid "Go to the :guilabel:`eTIMS` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "The three modules for the Kenya Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:40 +msgid "" +"Fill in the :guilabel:`eTIMS Branch Code` and :guilabel:`Serial Number` of " +"the device." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:41 +msgid "" +"Set the :guilabel:`eTIMS Server Mode` to :guilabel:`Test` for the " +"initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:42 +msgid "Tick the **user agreement** and click :guilabel:`Initialize OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:45 +msgid "Three server modes are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:47 -msgid "Kenyan TIMS integration" +msgid "" +":guilabel:`Demo`: Designed for demo purposes; it uses mock data and does not" +" require an initialized OSCU;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:49 -msgid "" -"The Kenya Revenue Authority (KRA) has decided to go digital for tax " -"collection through the **Tax Invoice Management System (TIMS)**. As of " -"December 1st, 2022, all VAT-registered persons should comply with TIMS. The " -"goal is to reduce VAT fraud, increase tax revenue, and increase VAT " -"compliance through standardization, validation, and transmission of invoices" -" to KRA on a real-time or near real-time basis." +msgid ":guilabel:`Test`: Used to test the connection to eTIMS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:55 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:50 msgid "" -"All VAT-registered taxpayers should use a **compliant tax register**. Odoo " -"decided to develop the integration of the **Tremol G03 Control Unit (type " -"C)**, which can be run locally through USB. This device validates invoices " -"to ensure financial documents meet the new regulations and send the " -"validated tax invoices directly to KRA. Installing a proxy server that " -"provides a gateway between users and the internet is required." +":guilabel:`Production`: Used for live databases that are ready to send data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:53 +msgid "" +"If your device has **already been initialized** (through another ERP, for " +"example), enable the :doc:`../../general/developer_mode`, go to the " +":guilabel:`eTIMS` tab, and enter the key obtained through a previous " +"initialization in the :guilabel:`Device Communication Key` field. Click " +":guilabel:`Save manually`, then :guilabel:`Initialize OSCU` (which may take " +"a moment to become available)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:60 +msgid "eTIMS codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:62 -msgid "Installing the proxy server on a Windows device" +msgid "" +"Common standard codes are **automatically** fetched from the KRA eTIMS API " +"servers every two days. To fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:64 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:65 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:84 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:98 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:296 +msgid "Enable the :doc:`../../general/developer_mode`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:66 msgid "" -"Go to `odoo.com/download `_, fill out " -"the required information and click :guilabel:`Download`." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA standard codes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:68 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:87 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:299 +msgid "" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:70 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Codes` to view the " +"complete list of fetched OSCU codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Install the Proxy Server on a Windows device" +msgid "List of fetched OSCU codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:71 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:79 +msgid "UNSPSC codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:81 msgid "" -"Once it is loaded on your computer, a wizard opens. You have to read and " -"agree with the terms of the agreement. On the next page, select the " -":guilabel:`type of install: Odoo IoT`. Then, click :guilabel:`Next` and " -":guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the " -":guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then " -"click :guilabel:`Finish`." +"The KRA needs UNSPSC codes for a product to be **registered**. UNSPSC codes " +"are **automatically** fetched from the KRA eTIMS API servers every day. To " +"fetch them manually, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:76 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:85 msgid "" -"A new page opens, confirming your :doc:`IoT Box " -"<../../general/iot/config/connect>` is up and running. Connect your physical" -" device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the " -":guilabel:`IoT Device` section, check that your Tremol G03 Control Unit " -"(type C) appears, confirming the connection between the device and your " -"computer." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch UNSPSC codes from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 -msgid "Your IoT box is up and running" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:86 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:89 msgid "" -"If the device is not detected, try to plug it in again or click on the " -":guilabel:`Restart` button in the top right corner." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:90 -msgid "" -":doc:`Connect an IoT box to your database " -"<../../general/iot/config/connect>`" +"Go to :menuselection:`Accounting --> Vendors --> KE UNSPSC Codes` to view " +"the complete list of fetched UNSPSC codes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:93 -msgid "Sending the data to KRA using the Tremol G03 Control Unit" +msgid "Notices" msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:95 msgid "" -"As a pre-requisite, check out that the :ref:`Kenyan Accounting modules " -"` are installed on your database. Then, go" -" to :menuselection:`Accounting --> Configuration --> Settings --> Kenya TIMS" -" Integration section`, and check that the :guilabel:`control Unit Proxy " -"Address` matches the address of the IoT box." +"Notices are **automatically** fetched from the KRA eTIMS API servers every " +"day. To fetch them **manually**, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:100 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:99 msgid "" -"To send data to KRA, create a new invoice by going to " -":menuselection:`Accounting Dashboard --> Customer Invoice card` and clicking" -" :guilabel:`New Invoice`. Upon confirmation of a new invoice, the " -":guilabel:`Send invoice to Fiscal Device` button appears. Clicking on it " -"sends the invoice details to the device and from the device to the " -"government. The :guilabel:`CU Invoice Number` field is now completed in your" -" invoice, confirming the information has been sent." +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Fetch KRA notices from eTIMS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:106 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:101 msgid "" -"The :guilabel:`Tremol G03 Fiscal Device` tab contains fields that are " -"automatically completed once the invoice is sent to the government:" +"Click the action in the list, then click :guilabel:`Run Manually` to fetch " +"the notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:109 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:103 msgid "" -":guilabel:`CU QR Code`: Url from the KRA portal which reflects a QR code." +"Go to :menuselection:`Accounting --> Vendors --> KE OSCU Notices` to view " +"the complete list of fetched notices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:110 -msgid "" -":guilabel:`CU Serial Number`: reflects the serial number of the device." +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:112 +msgid ":doc:`../../general/companies`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:111 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:114 msgid "" -":guilabel:`CU Signing Date and Time`: The date and time when the invoice has" -" been sent to KRA." +"If you have :ref:`multiple companies `, you can " +"centralize and manage them all on a single Odoo database. The KRA identifies" +" and differentiates the **main** company from its **subsidiaries** by using " +"IDs. Furthermore, subsidiaries are classified as **branches** of the main " +"company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:113 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:119 msgid "" -"If you click on :guilabel:`Send and Print`, a .pdf of the invoice is " -"generated. The :guilabel:`Kenyan Fiscal Device Info` is mentioned on the " -"document." +"To configure the company ID, open the **Settings** app, click " +":guilabel:`Update Info` in the :guilabel:`Companies` section, then click the" +" :guilabel:`eTIMS` tab. The **main company** has a branch ID equal to `00` " +"in a multi-company environment. Companies that are *not* the main company " +"have a branch ID other than `00` and are assigned an ID by the KRA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/kenya.rst:117 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:124 msgid "" -"To verify KRA has received the invoice information, take the :guilabel:`CU " -"Invoice Number` and enter it in the :guilabel:`Invoice Number Checker` " -"section on `Kenya Revenue Authority website `_. Click :guilabel:`Validate` and find the invoice details." +"To add a branch, go to the :guilabel:`Branches` tab in the **company " +"settings** and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:127 +msgid "" +"To fetch the **branch ID** from the KRA for your non-main companies, ensure " +"the main company has a Kenyan :guilabel:`Tax ID` and the OSCU device has " +"been :ref:`initialized `. Then, go to the " +":guilabel:`Branches` tab and click :guilabel:`Populate from KRA`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:132 +msgid "The KRA considers each **place of supply** as a separate branch (ID)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:133 +msgid "" +"The **OSCU** device must be :ref:`initialized independently " +"` for each branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "\"Populate from KRA\" button for branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:140 +msgid "Contact branch ID" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:142 +msgid "" +"To attribute a branch ID to a contact, access the contact form, go to the " +":guilabel:`Accounting` tab, and enter the branch code in the " +":guilabel:`eTIMS Branch Code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:146 +msgid "By default, contacts' branch IDs are set to `OO`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:149 +msgid "KRA sequences" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:152 +msgid "Odoo invoice sequences and KRA sequences are **different**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:154 +msgid "" +"In Odoo, invoice sequences depend on the **main company**. Main companies " +"can see the invoices of branches, but branches **cannot** see the main " +"company's invoices or those of other branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:157 +msgid "" +"The KRA needs **independent** sequences per branch. Therefore, Odoo manages " +"sequences individually per branch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:161 +msgid "" +"If you have a main company with two branches, the invoice sequence would be " +"the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:163 +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:169 +msgid "Creating an invoice on **branch 1**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:164 +msgid "Creating an invoice on **branch 2**: INV/2024/00002;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:165 +msgid "Creating an invoice on the **main company**: INV/2024/00003." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:167 +msgid "" +"This is how Odoo manages sequences to be compliant with the KRA regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:170 +msgid "Creating an invoice on **branch 2**: INV/2024/00001;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:171 +msgid "Creating an invoice on the **main company**: INV/2024/00001." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:174 +msgid "Insurance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:176 +msgid "" +"For **health service providers**, you can send insurance information about " +"the main and branch companies and update it in eTIMS. To do so, open the " +"**Settings** app, click :guilabel:`Update Info` in the :guilabel:`Companies`" +" section, and in the :guilabel:`eTIMS` tab, fill in the fields related to " +"your company: :guilabel:`Insurance Code`, :guilabel:`Insurance Name`, and " +":guilabel:`Insurance Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:185 +msgid "Product registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:187 +msgid "" +"The KRA requires **products to be registered** first before conducting " +"business operations (such as stock movements, :abbr:`BOM (Bill of " +"Materials)`, customer invoices, etc.). For a product to be registered, the " +"following fields must be defined on the product form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:191 +msgid "In the :guilabel:`General Information` tab: :guilabel:`Cost`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:192 +msgid "In the :guilabel:`Accounting` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:194 +msgid ":guilabel:`Packaging Unit`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:195 +msgid ":guilabel:`Packaging Quantity`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:196 +msgid ":guilabel:`Origin Country`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:197 +msgid ":guilabel:`eTIMS Product Type`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:198 +msgid ":guilabel:`Insurance Applicable`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:199 +msgid ":ref:`UNSPSC Category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:201 +msgid "" +"If the elements above are defined, the product is automatically registered " +"while sending the operation to the KRA. If not, you will be alerted by a " +"yellow banner at the top of the screen inviting you to check the missing " +"elements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Product registration template." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:209 +msgid "Stock movements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:211 +msgid "" +"All **stock movements** must be sent to the KRA. They do not require an " +"invoice if they are internal operations or stock adjustments; therefore, " +"Odoo automatically sends them if at least one of the following conditions " +"are met:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:215 +msgid "No contact is set for the move;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:216 +msgid "The contact is your main company or a branch of the main company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:218 +msgid "" +"If the stock moves are **external operations** (e.g., to contacts that are " +"not part of the main company or its branches), the stock moves are " +"automatically sent *after* the invoice is sent to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:223 +msgid "The stock move must be confirmed before sending the invoice to eTIMS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:224 +msgid "" +"The product(s) must be :ref:`registered ` for " +"the stock move to be sent to eTIMS. If the product has not been registered " +"yet, a yellow banner will prompt the products' registration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:231 +msgid "" +"Odoo automatically fetches new vendor bills from eTIMS every day. You need " +"to confirm the fetched vendor bills and send the confirmation to the KRA. To" +" confirm a vendor bill, it must be linked to one or several confirmed " +"purchase order line(s)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:237 +msgid "" +"In the case of purchases (not customs imports), the steps to link purchase " +"order lines with bills are the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:240 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Bills`. The vendor bill is " +"fetched from the KRA servers. The JSON file is available in the chatter of " +"the vendor bill if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:243 +msgid "Odoo looks at the :guilabel:`Tax ID` (PIN) of the vendor (partner);" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:245 +msgid "If it is unknown, a new contact (partner) is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:246 +msgid "" +"If it is known and the branch ID is the same, Odoo uses the known contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:248 +msgid "" +"In the fetched bill from the KRA, select the :guilabel:`Product`. Each " +"vendor bill *must* contain a product to be confirmed and sent to eTIMS later" +" on." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:250 +msgid "" +"Odoo checks existing purchase order lines matching the product(s) entered at" +" the previous step and the partner (if any). Click the :guilabel:`Purchase " +"Order Line` field, and select the correct related purchase order line(s) " +"matching the product(s). The quantities on the bill *must* be the same as " +"the received quantities indicated on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:255 +msgid "" +"If no existing purchase order line matches the lines of the fetched bill, " +"click :guilabel:`Create Purchase Order` and create a purchase order based on" +" the unmatched line(s). :guilabel:`Validate` the resulting stock move and " +":guilabel:`Confirm` the bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:259 +msgid "Set a method in the :guilabel:`eTIMS Payment Method` field.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:260 +msgid "" +"Once all steps are completed, click :guilabel:`Send to eTIMS` to send the " +"vendor bill. When the vendor bill has been confirmed on eTIMS, the **KRA " +"invoice number** can be found in the :guilabel:`eTIMS Details` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst-1 +msgid "Bill registration steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:268 +msgid "Invoicing" +msgstr "Xuất hóa đơn" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:271 +msgid "The KRA does *not* accept sales if the product is not in stock." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:273 +msgid "This is the **advised sales flow** in Odoo when selling:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:275 +msgid "Create a **sales order**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:276 +msgid ":guilabel:`Validate` the delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:277 +msgid ":guilabel:`Confirm` the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:278 +msgid "" +"Click :guilabel:`Send and print`, and then enable :guilabel:`Send to eTIMS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:279 +msgid "Click :guilabel:`Send & print` to send the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:281 +msgid "" +"Once the invoice has been sent and signed by the KRA, the following " +"information can be found on it:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:284 +msgid "**KRA invoice number**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:285 +msgid "" +"Mandatory KRA invoice fields, such as **SCU information**, **date**, **SCU " +"ID**, **receipt number**, **item count**, **internal date**, and **receipt " +"signature**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:287 +msgid "The **KRA tax table**;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:288 +msgid "A unique **KRA QR code** for the signed invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:291 +msgid "Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:293 +msgid "" +"Customs import codes are **automatically** fetched from the KRA eTIMS API " +"servers every day. To fetch them manually, proceed as follows:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:297 +msgid "" +"Go to :menuselection:`Settings --> Technical --> Automation: Scheduled " +"Actions` and search for :guilabel:`KE eTIMS: Receive Customs Imports from " +"the OSCU`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:301 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports` to view " +"the imported codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:303 +msgid "" +"The following steps are required to send and have **customs imports** signed" +" by the KRA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:305 +msgid "" +"Go to :menuselection:`Accounting --> Vendors --> Customs Imports`; The " +"customs import is fetched automatically from the KRA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:307 +msgid "" +"Match the imported item with an existing registered product in the " +":guilabel:`Product` field (or create a product if no related product " +"exists)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:309 +msgid "Set a vendor in the :guilabel:`Partner` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:310 +msgid "" +"Based on the partner, match the imported item with its related purchase " +"order (see :ref:`purchase steps `). The stock must be " +"correctly adjusted when the customs import is approved." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:314 +msgid "" +"If no related purchase order exists, create one and :guilabel:`Confirm` it. " +"Then, confirm the delivery by clicking :guilabel:`Receive Products`, then " +":guilabel:`Validate` on the purchase order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:318 +msgid "" +"Click :guilabel:`Match and Approve` or :guilabel:`Match and Reject`, " +"depending on the situation of the goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:322 +msgid "" +"The JSON file received from the KRA is attached to the chatter of the " +"customs import." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:325 +msgid "BOM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:327 +msgid "" +"The KRA requires all BOMs to be sent to them. To send BOMs to eTIMS, the " +"product and its components *must* be :ref:`registered `. To access a product's BOM, click on the product and then " +"click the :guilabel:`Bill of Materials` smart button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:331 +msgid "" +"Fill in the KRA's required fields in the :guilabel:`KRA eTIMS details` " +"section of the :guilabel:`Accounting` tab, then click :guilabel:`Send to " +"eTIMS`. The successful sending of the BOM is confirmed in the chatter, where" +" you can also find the sent information in an attached JSON file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/kenya.rst:339 +msgid "" +"The KRA does not accept credit notes with quantities or prices higher than " +"the initial invoice. When reversing the invoice, a KRA reason must be " +"indicated: in the credit note form, go to the :guilabel:`eTIMS Details` tab," +" select the :guilabel:`eTIMS Credit Note Reason`, and then select the " +"invoice number in the :guilabel:`Reversal of` field." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:3 @@ -33834,6 +34316,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:554 msgid "Requirements" msgstr "Yêu cầu" @@ -36819,6 +37302,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:466 msgid "Required information" msgstr "" @@ -39601,6 +40085,1425 @@ msgid "" "appears for other UK-based companies." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:15 +msgid "" +"The Odoo fiscal localization package for the United States follows the " +"Generally Acceptable Accounting Principles (GAAP) accounting standards and " +"rules used to prepare financial statements, as outlined by the Financial " +"Accounting Standards Board (FASB) and adopted by the Securities and Exchange" +" Commission (SEC)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:21 +msgid "" +"`Financial Accounting Standards Board (FASB) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:22 +msgid "`Securities and Exchange Commission (SEC) `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:24 +msgid "" +"In addition, a series of videos on the subject of Accounting are available " +"through Odoo's eLearning platform. These videos cover how to start from " +"scratch, set up configurations, complete common workflows, and provide in-" +"depth looks at some specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "" +"`Odoo Tutorials: Accounting & Invoicing " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "" +"`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 +msgid "" +"Below are the available modules in Odoo for accounting use in the United " +"States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:39 +msgid "" +"The modules listed below are either for reference only or are optional, as " +"the core requirements to operate under the US fiscal localization in Odoo " +"are already included under the default package that came installed during " +"database initialization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:43 +msgid "" +"Verify the default package is in use by navigating to " +":menuselection:`Accounting App --> Settings` and under the :guilabel:`Fiscal" +" Localization` section at the top, look for the `Generic Chart Template` " +"selection to be listed next to the :guilabel:`Package` field label. This " +"chart template includes the necessary settings for the US localization for " +"the Odoo *Accounting* app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"The Generic Chart Template comes pre-configured for the US localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:55 +msgid "" +":ref:`Install ` the following modules to get all the " +"features of the United States localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:65 +msgid ":guilabel:`United States - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:66 +msgid "`l10n_us`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:67 +msgid "Base accounting module for United States localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:68 +msgid ":ref:`US - Accounting Reports `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:69 +msgid "`l10n_us_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:70 +msgid "Adds United States accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:71 +msgid ":guilabel:`US Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:72 +msgid "`l10n_us_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:73 +msgid "" +"Enables the printing of payments on pre-printed check paper. Supports the " +"three most common check formats and will work out of the box with the linked" +" checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "" +"`Check on top: Quicken / QuickBooks standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "" +"`Check on middle: Peachtree standard " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "" +"`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 +msgid ":ref:`NACHA Payments `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:85 +msgid "`l10n_us_payment_nacha`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:86 +msgid "Export payments as NACHA files for use in the United States." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:87 +msgid ":ref:`1099 Reporting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:88 +msgid "`l10n_us_1099`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:89 +msgid "Export 1099 data for e-filing with a 3rd party." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:90 +msgid ":ref:`Avatax `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:92 +msgid "" +"Module for the :doc:`AvaTax integration <../accounting/taxes/avatax>` with " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:93 +msgid ":ref:`United States - Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:94 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:95 +msgid "Includes the necessary rules for United States payroll, including:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:97 +msgid "Employee Details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:98 +msgid "Employee Contracts" +msgstr "Hợp đồng Lao động" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:99 +msgid "Passport-based Contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:100 +msgid "Allowances/Deductions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:101 +msgid "Allow Configurations for Basic/Gross/Net Salary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:102 +msgid "Employee Payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:103 +msgid "Integration with Leaves Management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:105 +msgid ":ref:`United States - Payroll with Accounting `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:106 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:107 +msgid "" +"Contains the necessary accounting data for the United States payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:108 +msgid ":ref:`United States - Payroll - Export to ADP `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:109 +msgid "`l10n_us_hr_payroll_adp`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:110 +msgid "Export Work Entries to the ADP payroll software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:117 +msgid "" +"The :doc:`chart of accounts (COA) " +"<../accounting/get_started/chart_of_accounts>` for the United States " +"localization, in Odoo, follows the standard |GAAP| structure, with accounts " +"grouped into seven main categories, with corresponding numeric values that " +"prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "" +"**Receivable**: the balance of money (or credit) due to the business for " +"goods or services delivered or used, but not yet paid for by customers. |AR|" +" is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "" +"**Payable**: the business's short-term obligations owed to its creditors or " +"suppliers, which have not yet been paid. |AP| is indicated by the journal " +"code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "" +"**Equity**: the amount of money that would be returned to a company's " +"shareholders if all of the assets were liquidated and all of the company's " +"debt was paid off in the case of liquidation. Equity is indicated by the " +"journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "" +"**Assets**: items listed on the balance sheet that contains economic value " +"or have the ability to generate cash flows in the future, such as a piece of" +" machinery, a financial security, or a patent. Assets are indicated by the " +"journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "" +"**Liability**: refers to a company's financial debts or obligations that " +"arise during the course of business operations. Liabilities are indicated by" +" the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "" +"**Income**: synonymous with *net income*, this is the profit a company " +"retains after paying off all relevant expenses from sales revenue earned. " +"Income is indicated by the journal code labeled (or beginning) with " +":guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "" +"**Expenses**: the cost of operations that a company incurs to generate " +"revenue. Expenses are indicated by the journal code labeled (or beginning) " +"with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 +msgid "" +"Predefined accounts are included in Odoo, as part of the |CoA| that's " +"installed with the US localization package. The accounts listed below are " +"preconfigured to perform certain operations within Odoo. It is recommended " +"to **not** delete these accounts; however, if changes are needed, rename the" +" accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 +msgid "View, edit, and sort accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:186 +msgid "" +"Access the *Chart of Accounts* dashboard in Odoo by navigating to " +":menuselection:`Accounting app --> Configuration --> Accounting: Chart of " +"Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:189 +msgid "" +"From the :guilabel:`Chart of Accounts` dashboard, create new accounts by " +"clicking the purple :guilabel:`New` button in the top-left corner of the " +"dashboard and :ref:`filling in the corresponding form `. Search and sort through existing accounts by using " +"specific :guilabel:`Filters` and :guilabel:`Group By` criteria, which are " +"available in the mega menu under the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:195 +msgid "" +"To filter accounts by category, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu and look under the " +":guilabel:`Filters` column for individual selections. Clicking on a specific" +" category will only show accounts that match that particular filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:199 +msgid "" +"To view all the available account types, remove all of the filters in the " +":guilabel:`Search...` bar, and then click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon to access the mega menu. From there, select " +":guilabel:`Account Type` under the :guilabel:`Group By` column heading to " +"list all of the account types in the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "Chart of Accounts grouped by Account Type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:208 +msgid "" +"Besides structure, there are other key differences in the chart of accounts " +"in the United States, compared to other countries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:211 +msgid "" +"**Specificity**: US |GAAP| often requires more detailed accounts compared to" +" some other countries. This can include separate accounts for various types " +"of revenue, expenses, and assets, providing more granular information in " +"financial reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:214 +msgid "" +"**Regulatory Requirements**: In the United States, there are specific " +"regulatory requirements set by bodies such as the |SEC| for publicly traded " +"companies. These requirements may influence the structure and content of the" +" |COA| to ensure compliance with reporting standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:217 +msgid "" +"**Industry Practices**: Certain industries in the United States may have " +"unique accounting requirements or specialized |COA| structures. For example," +" financial institutions often have specific accounts related to loans, " +"investments, and interest income." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:220 +msgid "" +"**Tax Considerations**: The |COA| may also reflect tax considerations, such " +"as accounts for deductible expenses, deferred tax assets, and liabilities, " +"to ensure compliance with tax laws and facilitate tax reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:224 +msgid "" +"These differences, ultimately, should be reflected in the |COA| structure " +"itself, with the addition of new accounts, as needed, in order to meet the " +"demands of US accounting reporting requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:228 +msgid ":ref:`Create a new account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:334 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 +msgid "" +"In the United States, tax rates and what is considered taxable vary by " +"jurisdiction. Default *Sales* and *Purchase* taxes are created automatically" +" when the Odoo *Accounting* application is installed. To manage existing or " +"configure additional taxes, navigate to :menuselection:`Accounting --> " +"Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "AvaTax" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 +msgid "" +"**Avalara AvaTax** is a cloud-based tax calculation and compliance software " +"that integrates with Odoo for the United States and Canadian accounting " +"localizations. Integrating AvaTax with Odoo provides real-time and region-" +"specific tax calculations when items are sold, purchased, and invoiced in " +"the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:252 +msgid "" +"AvaTax is only available for integration with databases/companies that have " +"locations in the United States and Canada. This means the fiscal " +"position/country of a database can only be set to the United States or " +"Canada. Reference this documentation for more information: " +":ref:`avatax/fiscal_country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid "" +"Refer to the documentation articles below to integrate and configure an " +"AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:262 +msgid "" +":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "" +":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:264 +msgid "" +"`US Tax Compliance: AvaTax elearning video " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid "" +"A number of :doc:`report selections <../accounting/reporting>` are readily " +"available for the US localization, under the :menuselection:`Accounting app " +"--> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid "" +":ref:`Balance Sheet `: a \"snapshot\" of a " +"company's financial position at a specific point in time, which contains an " +"overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 +msgid "" +":ref:`Profit & Loss `: otherwise known " +"as a *P&L statement* or *income statement*, provides a summary of a " +"company's revenues, expenses, and profits/losses over a given period of " +"time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:283 +msgid "" +":ref:`Cash Flow Statement `: shows how much " +"cash and cash equivalents a company has received and spent in a given " +"period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid "" +":ref:`Executive Summary `: an " +"overview report that covers the key performance indicators of a company's " +"financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:288 +msgid "" +":ref:`Tax Report `: an official form filed for a tax " +"authority that reports income, expenses, and other pertinent tax " +"information. Tax reports allow taxpayers to calculate their tax liability, " +"schedule tax payments, or request refunds for the overpayment of taxes. In " +"Odoo, the tax report can be made monthly, every two months, quarterly, every" +" 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:293 +msgid "" +":guilabel:`Check Register`: a report that displays cash transactions " +"(regardless of the journal) with their running balance after the " +"transaction. Only visible with the *US - Accounting Reports* " +"(`l10n_us_reports`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:296 +msgid "" +":ref:`1099 Report `: a CSV download of payments made to" +" non-employees in a period to file electronically in a third-party service. " +"Only visible with the *1099 Reporting* (`l10n_us_1099`) module installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:302 +msgid "" +"Depending on the type of report, certain filters are available at the top of" +" the dashboard:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:304 +msgid "" +"a *date* filter, indicated by a :icon:`fa-calendar` :guilabel:`(calendar)` " +"icon that precedes a date in *MM/DD/YYYY* format. Use this to select a " +"specific date or date range for the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:306 +msgid "" +"a :icon:`fa-bar-chart` :guilabel:`Comparison` filter, to compare reporting " +"periods against each other" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:308 +msgid "" +"a *journal* filter, as indicated by a :icon:`fa-book` :guilabel:`(book)` " +"icon and the default setting of :guilabel:`All Journals`. Use this filter to" +" specify which journals should be included in the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:311 +msgid "" +"an *entries type* filter, as indicated by a :icon:`fa-filter` " +":guilabel:`(filter)` icon, with the default setting of :guilabel:`Posted " +"Entries Only, Accrual Basis`. Use this filter to determine which type of " +"journal entries should be included in the report (e.g. posted or draft), " +"along with the type of accounting method (e.g. accrual or cash basis)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:316 +msgid "" +"There are view options in this filter, as well, one that will " +":guilabel:`Hide lines at 0` for more relevant viewing, along with a " +":guilabel:`Split Horizontally` option to keep the report above the screen's " +"fold, removing the need to scroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Accounting method filter menu for reports, covering accrual vs. cash basis " +"methods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:324 +msgid "" +"a *decimal* filter, that by default, includes figures with cents, as " +"indicated by the :guilabel:`In .$` setting. Use the other options in the " +"drop-down menu to change figures in the report to whole numbers " +"(:guilabel:`In $`), thousands (:guilabel:`In K$`), or millions " +"(:guilabel:`In M$`) formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:328 +msgid "" +"a report *customization* filter, indicated by the :icon:`fa-cogs` " +":guilabel:`(gears)` icon. Use this filter to customize the current report's " +"sections and line items, or build new reports, as desired." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:333 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:341 +msgid "" +"The 1099 report, available by :ref:`installing ` the *1099 " +"Reporting* (`l10n_us_1099`) module, includes payments that are made to non-" +"employees across a given reporting period. Use the available CSV download " +"from the report in Odoo to file 1099 payments electronically via a third-" +"party service." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:346 +msgid "" +"To generate a 1099 report, navigate to :menuselection:`Accounting app --> " +"Reporting --> Management: 1099 Report` to open a :guilabel:`1099 Report` " +"wizard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:349 +msgid "" +"First, enter the date range of the transactions to report in the " +":guilabel:`Start Date` and :guilabel:`End Date` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:352 +msgid "" +"Then, edit the journal items that appear on the wizard. Click :guilabel:`Add" +" a line` to add any items that are missing. Be sure to remove any items that" +" should not be included in the report by clicking :icon:`fa-times` " +":guilabel:`(delete)` on the row." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:356 +msgid "" +"Finally, once all necessary items are included in the 1099 report, click on " +"the :guilabel:`Generate` button. Doing so, downloads a CSV file that groups " +"transactions by the partner that received the payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:365 +msgid "" +"Navigate to the *Cash Flow Statement* (CFS) dashboard by going to " +":menuselection:`Accounting app --> Reporting --> Statement Reports: Cash " +"Flow Statement`. From here, |CFS| reports can be generated using the various" +" :ref:`filters ` that are available at the top of " +"the dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:370 +msgid "" +"Odoo uses the *direct* cash flow method to compile cash flow statements, " +"which measures actual cash inflows and outflows from the company's " +"operations, such as when cash is received from customers or when cash " +"payments are made to suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:374 +msgid "" +"By default, an account labeled with any of the three default " +":guilabel:`Tags` on the :guilabel:`Chart of Accounts` dashboard will be " +"included in the report, which includes: :guilabel:`Operating Activities`, " +":guilabel:`Financing Activities`, and :guilabel:`Investing & Extraordinary " +"Activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"Examples of tagged accounts that are included in the Cash Flow Statement in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:383 +msgid "Additionally, the cash flow statement in Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:385 +msgid "" +"is limited to the *Bank* and *Cash* journals to reflect money coming in or " +"out; and" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:386 +msgid "" +"also contains *Expenses* accounts, to show the counterpart transactions " +"versus *Bank* or *Cash* journal entries, while excluding |AR| and |AP| " +"activity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:390 +msgid "" +"Create a vendor bill for $100, as an operating expense (not |AP|). Doing so " +"will **not** reflect a transaction on the cash flow statement. However, " +"register a corresponding payment for $100, and the transaction **will** " +"reflect on the cash flow statement as :guilabel:`Cash paid for operating " +"activities`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid "" +"Example of a bill registered as an operating expense as part of a cash flow " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:404 +msgid "" +"Cash discounts can be configured from :menuselection:`Accounting app --> " +"Payment Terms`. Each payment term can be set up with a cash discount and " +"reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:413 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "" +"Using checks is still a common payment practice in the US. Be sure the *US " +"Checks Layout* (`l10n_us_check_printing`) module for the US localization is " +":ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:418 +msgid "" +"To enable check printing from Odoo, navigate to :menuselection:`Accounting " +"--> Configuration --> Settings` and find the :guilabel:`Vendor Payments` " +"section. From here, tick the :guilabel:`Checks` checkbox to reveal several " +"fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:422 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:424 +msgid ":guilabel:`Print Check (Top) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid ":guilabel:`Print Check (Middle) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:426 +msgid ":guilabel:`Print Check (Bottom) - US`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:428 +msgid "" +"Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub`" +" checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:430 +msgid "" +"Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left " +"Margin`, if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 +msgid "" +"Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:435 +msgid "" +"Some of the check formats may require pre-printed paper from a third party " +"vendor, https://checkdepot.net/collections/odoo-checks is recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:439 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:446 +msgid "" +"The *Payroll* application is responsible for calculating an employee's pay, " +"taking into account all work, vacation, and sick time, benefits, and " +"deductions. The *Payroll* app pulls information from the *Attendances*, " +"*Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to " +"calculate the worked hours and compensation for each employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:451 +msgid "" +"When using an external payroll provider, such as *ADP*, it is necessary to " +"export the various payroll-related data, such as work entries, repayment of " +"expenses, taxes, commissions, and any other relevant data, so the data can " +"be uploaded into the payroll provider, who then issues the actual paychecks " +"or directly deposits the funds into an employee's bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:456 +msgid "" +"In order to export the payroll data, the work entries must first be " +"validated and correct. Refer to the :doc:`work entries " +"<../../hr/payroll/work_entries>` documentation for more information " +"regarding validating work entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:460 +msgid "" +"Once work entries are validated, the information can be :ref:`exported to " +"ADP `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:462 +msgid "" +"After payments have been issued to employees, payslips can be processed into" +" batches, validated, and posted to the corresponding accounting journals to " +"keep all financial records in Odoo current." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:468 +msgid "" +"It is important to have the *Employees* application installed, and all " +"employee information populated. Several fields in both the :ref:`employee " +"records `, as well as in an :ref:`employee" +" contracts `, are necessary to properly " +"process the employee's pay. Ensure the following fields are filled out in " +"their respective places." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:477 +msgid "Employee records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:479 +msgid "" +"In each employee record, there is various information the *Payroll* " +"application requires to properly process payslips, including various " +"banking, tax, and work information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:482 +msgid "" +"Navigate to the :menuselection:`Employees app` and select an employee record" +" to view the sections of the employee form that directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:485 +msgid ":guilabel:`Work Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:487 +msgid "" +":guilabel:`Work Address`: indicates where the employee is located, including" +" the state, which affects the tax calculations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:489 +msgid "" +":guilabel:`Working Hours`: determines how pay is calculated, and determines " +"if an employee earns overtime." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:492 +msgid ":guilabel:`Private Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:494 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:528 +msgid "" +":guilabel:`SSN No`: the last four digits of the employee's Social Security " +"Number (SSN) appears on payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:496 +msgid "" +":guilabel:`Bank Account Number`: the bank account associated with the NACHA " +"payment file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:498 +msgid ":guilabel:`HR Settings` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:500 +msgid "" +":guilabel:`Federal Tax Filing Status`: the tax status an employee uses for " +"Payroll tax calculations, which can be different from their state status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:502 +msgid "" +":guilabel:`State Tax Filing Status`: the tax status an employee uses for " +"their state portion of the Payroll tax calculation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:504 +msgid "" +":guilabel:`W-2 Form`: a US tax form indicating the summary of wages, taxes, " +"and benefits paid to an employee during a tax period (typically one year)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:506 +msgid "" +":guilabel:`W-4 Form`: an IRS form that helps outline the amount of federal " +"taxes to withhold for an employee, which is paid to the IRS by the company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:512 +msgid "Employee contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:514 +msgid "" +"Additionally, there is information that is found in an employee contract " +"that also affects the *Payroll* application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:517 +msgid "" +"Navigate to the :menuselection:`Employees app --> Employees --> Contracts` " +"and select a contract record to view the sections of a contract that " +"directly affect *Payroll*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:520 +msgid ":guilabel:`General Information`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:522 +msgid "" +":guilabel:`Salary Structure Type: United States: Employee`: defines when the" +" employee is paid, their working schedule, and the work entry type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:524 +msgid "" +":guilabel:`Work Entry source`: determines how work entries are calculated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:526 +msgid ":guilabel:`Salary Information` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:530 +msgid "" +":guilabel:`Wage type`: determines how the employee is paid, wether a Fixed " +"wage (salary) or Hourly wage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:532 +msgid "" +":guilabel:`Schedule Pay`: defines how often the employee is paid, either " +":guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, " +":guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, " +":guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`. In the US, " +"Semi-monthly (24 payments a year) or bi-weekly (26 payments a year) are the " +"most common." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:536 +msgid "" +":guilabel:`Wage, Yearly, and Monthly cost`: used to show the total cost of " +"an employee. It is recommended to populate the :guilabel:`Yearly` wage " +"first, as it auto-populates the other fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:539 +msgid "" +":guilabel:`Pre-tax benefits`: populate this section according to the " +"employee's selections. Pre-tax benefits decrease the gross wage, which " +"lowers the base amount that is taxed. These are displayed at the beginning " +"of the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:542 +msgid "" +":guilabel:`Post-tax benefits`: these benefits are deductions made *after* " +"taxes are calculated. These appear towards the end of the payslip before the" +" net amount is displayed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:546 +msgid ":doc:`Employees documentation <../../hr/employees/new_employee>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 +msgid "Export work entries to ADP" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:556 +msgid "" +"In order to create a report that can be uploaded to ADP, there are some " +"initial configuration steps that must be completed first." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:559 +msgid "" +"First, ensure the *United States - Payroll - Export to ADP* " +"(`l10n_us_hr_payroll_adp`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:562 +msgid "" +"Then, the company **must** have an *ADP Code* entered in the company " +"settings. To do so, navigate to :menuselection:`Payroll app --> " +"Configuration --> Settings`. Enter the :guilabel:`ADP Code` in the " +":guilabel:`US Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:566 +msgid "" +"Next, work entry types **must** have the correct ADP code listed in the " +"*External Code* field for each work entry type that is being referenced." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:569 +msgid "" +"Lastly, every employee **must** have an *ADP Code* entered on their employee" +" form. To do so, navigate to :menuselection:`Employees app`, select an " +"employee record, and open the :guilabel:`HR Settings` tab. Enter the " +":guilabel:`ADP Code` in the :guilabel:`ADP Information` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:573 +msgid "" +"The :guilabel:`ADP Code` code is how ADP identifies that particular " +"employee, and is typically a six-digit number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:577 +msgid ":ref:`payroll/new-work-entry`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:578 +msgid ":doc:`../../hr/employees/new_employee`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:581 +msgid "Export data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:583 +msgid "" +"Once :doc:`work entries <../../hr/payroll/work_entries>` have been verified," +" the information can be exported to a CSV file, which can then be uploaded " +"into ADP." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:586 +msgid "" +"To export the data, navigate to :menuselection:`Payroll app --> Reporting " +"--> United States: ADP Export`, then click :guilabel:`New`. Next, enter the " +":guilabel:`Start Date` and :guilabel:`End Date` for the work entries using " +"the calendar pop-over." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:590 +msgid "" +"Then, enter a :guilabel:`Batch ID` in the corresponding field. The " +"recommendation for this field is to enter the date in a `YY-MM-DD` format, " +"followed by any other characters to distinguish that specific batch, such as" +" a department name, or any other defining characteristics for the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:594 +msgid "" +"Enter a :guilabel:`Batch Description` in the corresponding field. This " +"should be short and descriptive, but distinct from the :guilabel:`Batch " +"Name`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:597 +msgid "" +"Ensure the correct company populates the :guilabel:`Company` field. Change " +"the selected company with the drop-down menu, if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:600 +msgid "" +"Lastly, add the employee's work entry information to the list. Click " +":guilabel:`Add a line` and an :guilabel:`Add: Employee` pop-up window loads." +" The list can be :doc:`filtered <../../essentials/search>` to more easily " +"find the employees to add to the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:605 +msgid "" +"Process the data export in multiple groups instead of in one large group " +"that contains all employees. This helps to meaningfully differentiate the " +"batches and makes processing more tenable, overall. The most common ways to " +"group employees is by department, or by wage type (hourly or salaried)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:610 +msgid "" +"Select the employees to add to the list by ticking the box to the left of " +"their name. Once all desired employees have been selected, click the " +":guilabel:`Select` button in the lower-left corner, and the employees appear" +" in the list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:614 +msgid "" +"To create the CSV file, click the :guilabel:`Generate` button in the top-" +"left corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:619 +msgid "ACH - electronic transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:621 +msgid "" +"Automated Clearing House (ACH) payments are a modern way to transfer funds " +"electronically between bank accounts, replacing traditional paper-based " +"methods. |ACH| payments are commonly used for direct deposits, bill " +"payments, and business transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:626 +msgid "Receive ACH payments: payment provider integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:628 +msgid "" +"|ACH| payments are supported by *Authorize.net* and *Stripe* payment " +"integrations in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:631 +msgid "" +":ref:`Setting up Authorize.net for ACH payments (Odoo) " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:632 +msgid "" +"`Authorize.net's ACH payment processing for small businesses documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:634 +msgid "" +":doc:`Setting up Stripe for ACH payments (Odoo) " +"<../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:635 +msgid "" +"`Stripe's ACH Direct Debit documentation " +"`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:640 +msgid "Send payments: NACHA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:642 +msgid "" +"Odoo can generate a National Automated Clearing House Association (NACHA) " +"compatible |ACH| file to send to a company's bank. For each individual " +"*Bank* journal that the company wishes to pay vendors with, a |NACHA| " +"configuration section needs to be filled out on the Odoo database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:649 +msgid "" +"First, navigate to the :menuselection:`Accounting app --> Configuration --> " +"Journals`. Open the bank journal and click into the :guilabel:`Outgoing " +"Payments` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA (National Automated Clearing House Association) configuration settings" +" on Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:657 +msgid "" +"The following |NACHA| configuration information is normally provided by the " +"company's financial institution once they have been approved to send " +"payments via their account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:660 +msgid "" +"Under the section labeled, :guilabel:`NACHA configuration` are the fields " +"required to generate a |NACHA| compatible |ACH| file to send to a company's " +"bank. First, enter the routing number of the financial institution in the " +"field labeled, :guilabel:`Immediate Destination`. This information is widely" +" available on the Internet and generally varies by bank location. This " +"number is usually provided during the initial account setup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:666 +msgid "" +"Next, enter the registered name of the financial institution in the field " +"called, :guilabel:`Destination`. This information will be provided by the " +"bank or credit union." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:669 +msgid "" +"Following the :guilabel:`Destination` field is the :guilabel:`Immediate " +"Origin` field. Enter the 9-digit company ID or Employer Identification " +"Number (EIN) into this field. This information is provided by the financial " +"institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:673 +msgid "" +"Next, enter the :guilabel:`Company Identification` number, which is a " +"10-digit number made from combining the 9-digit company ID or Employer " +"Identification Number (EIN), along with an additional number at the start of" +" the sequence. This number is often a `1`. Check with the financial " +"institution should this first number differ to verify that it is correct, as" +" this number is provided for |ACH| approved accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:679 +msgid "" +"Enter the :guilabel:`Originating DFI Identification` number next, which " +"should contain an assigned 8-digit number from the financial institution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:683 +msgid "" +"Enter the numerical values in this section *exactly* as the company's " +"financial institution (e.g. bank or credit union) has provided them, " +"otherwise risk failing a successful |NACHA| configuration in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"NACHA settings with the standard entry class code drop-down menu " +"highlighted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:691 +msgid "" +"There are two options for the next field: :guilabel:`Standard Entry Class " +"Code`. Select the drop-down menu to the right of the field and pick either " +":guilabel:`Corporate Credit or Debit (CCD)` or :guilabel:`Prearranged " +"Payment and Deposit (PPD)`. Again, this information will be provided by the " +"financial institution. By default :guilabel:`Corporate Credit or Debit " +"(CCD)` is selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:696 +msgid "" +"Finally, the last option is for :guilabel:`Generated Balanced Files`. Tick " +"the checkbox to the right of the field to enable :guilabel:`Generated " +"Balanced Files`. Consult the company's accountant or financial advisor to " +"make an informed decision for this field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:700 +msgid "" +"Manually save the configuration by clicking the :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, or navigate away from this screen to auto-" +"save. The configuration is now complete." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:706 +msgid "Create batch payment" +msgstr "Tạo thanh toán hàng loạt" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 +msgid "Now, record each payment in Odoo using the |NACHA| payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 +msgid ":ref:`Register Payments in Odoo `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:714 +msgid "" +"Be aware of the cut-off time for same-day payments. Either the file needs to" +" have a future date associated with each payment or the file needs to be " +"sent prior to the cut-off, if the dates included in it match today's date. " +"Consult the financial institution for the exact cut-off time for their " +"processing of same-day payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:719 +msgid "" +"Once all the payments to be included in the |NACHA| |ACH| file have been " +"made, a batch payment needs to be made from the :icon:`fa-cog` " +":guilabel:`Action` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:722 +msgid "" +"To create the batch payments, access the payments page, by navigating to " +":menuselection:`Accounting --> Vendors --> Payments`. Select all the " +"payments that should be included in the |NACHA| |ACH| file, by ticking the " +"checkboxes to the far-left of the rows." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"On the payments screen, the action menu is highlighted with create a batch payment\n" +"selected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:732 +msgid "All payments in the batch must share the same payment method." +msgstr "" +"Tất cả các khoản thanh toán trong đợt phải dùng chung một phương thức thanh " +"toán." + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:734 +msgid "" +"Next, navigate to the batched payment (:menuselection:`Accounting --> " +"Vendors --> Batch Payments`). Click into the payment just created and then " +"click into the :guilabel:`Exported File` tab. The generated file is listed " +"with the :guilabel:`Generation Date`. Click the :icon:`fa-download` " +":guilabel:`(download)` button to download the file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst-1 +msgid "" +"The exported file tab highlighted in the batch payment with the download " +"circled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:743 +msgid "" +"If any adjustments need to be made, click the :guilabel:`Re-generate Export " +"File` button to recreate a new |NACHA| |ACH| file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:747 +msgid ":doc:`../accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:748 +msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "Việt Nam" @@ -40986,17 +42889,17 @@ msgid "" "Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:54 +#: ../../content/applications/finance/payment_providers/authorize.rst:56 msgid "ACH payments (USA only)" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:56 +#: ../../content/applications/finance/payment_providers/authorize.rst:58 msgid "" ":abbr:`ACH (automated clearing house)` is an electronic funds transfer " "system used between bank accounts in the United States." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:62 +#: ../../content/applications/finance/payment_providers/authorize.rst:64 msgid "" "To give customers the possibility to pay using ACH, `sign up for " "Authorize.Net eCheck's service " @@ -41008,48 +42911,48 @@ msgid "" " to differentiate both versions (e.g., `Authorize.net - Banks`)." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:69 +#: ../../content/applications/finance/payment_providers/authorize.rst:71 msgid "" "When ready, change the provider's :guilabel:`State` to :guilabel:`Enabled` " "for a regular account or :guilabel:`Test Mode` for a sandbox account." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:73 +#: ../../content/applications/finance/payment_providers/authorize.rst:75 msgid "Import an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:76 +#: ../../content/applications/finance/payment_providers/authorize.rst:78 msgid "Export from Authorize.Net" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:82 +#: ../../content/applications/finance/payment_providers/authorize.rst:84 msgid "" "`Download the Excel import template " "`_" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:84 +#: ../../content/applications/finance/payment_providers/authorize.rst:86 msgid "To export a statement:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:86 +#: ../../content/applications/finance/payment_providers/authorize.rst:88 msgid "Log in to Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:87 +#: ../../content/applications/finance/payment_providers/authorize.rst:89 msgid "" "Go to :menuselection:`Account --> Statements --> eCheck.Net Settlement " "Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:88 +#: ../../content/applications/finance/payment_providers/authorize.rst:90 msgid "" "Define an export range using an *opening* and *closing* batch settlement. " "All transactions within the two batch settlements will be exported to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:90 +#: ../../content/applications/finance/payment_providers/authorize.rst:92 msgid "" "Select all transactions within the desired range, copy them, and paste them " "into the :guilabel:`Report 1 Download` sheet of the :ref:`Excel import " @@ -41064,46 +42967,46 @@ msgstr "" msgid "Settlement batch of an Authorize.Net statement" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:103 +#: ../../content/applications/finance/payment_providers/authorize.rst:105 msgid "" "In this case, the first batch (01/01/2021) of the year belongs to the " "settlement of 12/31/2020, so the **opening** settlement is from 12/31/2020." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:106 +#: ../../content/applications/finance/payment_providers/authorize.rst:108 msgid "Once the data is in the :guilabel:`Report 1 Download` sheet:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:108 +#: ../../content/applications/finance/payment_providers/authorize.rst:110 msgid "Go to the :guilabel:`Transaction Search` tab on Authorize.Net." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:109 +#: ../../content/applications/finance/payment_providers/authorize.rst:111 msgid "" "Under the :guilabel:`Settlement Date` section, select the previously used " "range of batch settlement dates in the :guilabel:`From:` and :guilabel:`To:`" " fields and click :guilabel:`Search`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:111 +#: ../../content/applications/finance/payment_providers/authorize.rst:113 msgid "When the list has been generated, click :guilabel:`Download to File`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:112 +#: ../../content/applications/finance/payment_providers/authorize.rst:114 msgid "" "In the pop-up window, select :guilabel:`Expanded Fields with CAVV " "Response/Comma Separated`, enable :guilabel:`Include Column Headings`, and " "click :guilabel:`Submit`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:114 +#: ../../content/applications/finance/payment_providers/authorize.rst:116 msgid "" "Open the text file, select :guilabel:`All`, copy the data, and paste it into" " the :guilabel:`Report 2 Download` sheet of the :ref:`Excel import template " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:116 +#: ../../content/applications/finance/payment_providers/authorize.rst:118 msgid "" "Transit lines are automatically filled in and updated in the " ":guilabel:`transit for report 1` and :guilabel:`transit for report 2` sheets" @@ -41113,32 +43016,32 @@ msgid "" "sheets and paste it into the empty lines." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:123 +#: ../../content/applications/finance/payment_providers/authorize.rst:125 msgid "" "To get the correct closing balance, **do not remove** any line from the " "Excel sheets." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:126 +#: ../../content/applications/finance/payment_providers/authorize.rst:128 msgid "Import into Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:128 +#: ../../content/applications/finance/payment_providers/authorize.rst:130 msgid "To import the data into Odoo:" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:130 +#: ../../content/applications/finance/payment_providers/authorize.rst:132 msgid "Open the :ref:`Excel import template `." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:131 +#: ../../content/applications/finance/payment_providers/authorize.rst:133 msgid "" "Copy the data from the :guilabel:`transit for report 2` sheet and use *paste" " special* to only paste the values in the :guilabel:`Odoo Import to CSV` " "sheet." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:133 +#: ../../content/applications/finance/payment_providers/authorize.rst:135 msgid "" "Look for *blue* cells in the :guilabel:`Odoo Import to CSV` sheet. These are" " chargeback entries without any reference number. As they cannot be imported" @@ -41146,25 +43049,25 @@ msgid "" " eCheck.Net Settlement Statement`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:136 +#: ../../content/applications/finance/payment_providers/authorize.rst:138 msgid "Look for :guilabel:`Charge Transaction/Chargeback`, and click it." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:137 +#: ../../content/applications/finance/payment_providers/authorize.rst:139 msgid "" "Copy the invoice description, paste it into the :guilabel:`Label` cell of " "the :guilabel:`Odoo Import to CSV` sheet, and add `Chargeback /` before the " "description." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:139 +#: ../../content/applications/finance/payment_providers/authorize.rst:141 msgid "" "If there are multiple invoices, add a line into the :ref:`Excel import " "template ` for each invoice and copy/paste the " "description into each respective :guilabel:`Label` line." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:144 +#: ../../content/applications/finance/payment_providers/authorize.rst:146 msgid "" "For **combined chargeback/returns** in the payouts, create a new line in the" " :ref:`Excel import template ` for each invoice." @@ -41174,41 +43077,41 @@ msgstr "" msgid "Chargeback description" msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:152 +#: ../../content/applications/finance/payment_providers/authorize.rst:154 msgid "" "Next, delete *zero transaction* and *void transaction* line items, and " "change the format of the :guilabel:`Amount` column in the :guilabel:`Odoo " "Import to CSV` sheet to *Number*." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:154 +#: ../../content/applications/finance/payment_providers/authorize.rst:156 msgid "" "Go back to :menuselection:`eCheck.Net Settlement Statement --> Search for a " "Transaction` and search again for the previously used batch settlements " "dates." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:156 +#: ../../content/applications/finance/payment_providers/authorize.rst:158 msgid "" "Verify that the batch settlement dates on eCheck.Net match the related " "payments' dates found in the :guilabel:`Date` column of the :guilabel:`Odoo " "Import to CSV`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:158 +#: ../../content/applications/finance/payment_providers/authorize.rst:160 msgid "" "If it does not match, replace the date with the one from eCheck.Net. Sort " "the column by *date*, and make sure the format is `MM/DD/YYYY`." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:160 +#: ../../content/applications/finance/payment_providers/authorize.rst:162 msgid "" "Copy the data - column headings included - from the :guilabel:`Odoo Import " "to CSV` sheet, paste it into a new Excel file, and save it using the CSV " "format." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:162 +#: ../../content/applications/finance/payment_providers/authorize.rst:164 msgid "" "Open the Accounting app, go to :menuselection:`Configuration --> Journals`, " "tick the :guilabel:`Authorize.Net` box, and click :menuselection:`Favorites " @@ -41216,7 +43119,7 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/authorize.rst:167 +#: ../../content/applications/finance/payment_providers/authorize.rst:169 msgid "" "List of `eCheck.Net return codes " "`_" diff --git a/locale/vi/LC_MESSAGES/hr.po b/locale/vi/LC_MESSAGES/hr.po index 6b391425c..690b2b45d 100644 --- a/locale/vi/LC_MESSAGES/hr.po +++ b/locale/vi/LC_MESSAGES/hr.po @@ -8,17 +8,17 @@ # Hà Trần Thị Minh, 2024 # Nancy Momoland , 2024 # Martin Trigaux, 2024 -# Thi Huong Nguyen, 2024 # Wil Odoo, 2024 +# Thi Huong Nguyen, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Thi Huong Nguyen, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -657,7 +657,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -718,7 +718,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -871,142 +871,13 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "Báo cáo" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" msgstr "" +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "Mục tiêu" @@ -1174,6 +1045,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "Báo cáo" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "Chấm công" @@ -1348,7 +1472,7 @@ msgstr "" #: ../../content/applications/hr/attendances.rst:112 msgid "Extra hours" -msgstr "" +msgstr "Giờ làm thêm" #: ../../content/applications/hr/attendances.rst:114 msgid "" @@ -1618,7 +1742,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "Tổng quan" @@ -5494,9 +5618,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6886,134 +7010,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "Sản phẩm" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "Danh mục sản phẩm" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "Cảnh báo" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -7021,21 +7028,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7044,7 +7051,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7052,32 +7059,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7092,15 +7099,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7842,6 +7853,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "Sản phẩm" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "Danh mục sản phẩm" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8347,7 +8483,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8530,7 +8665,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9572,7 +9707,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9881,9 +10016,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9897,19 +10032,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9918,37 +10045,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9956,20 +10084,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9978,34 +10107,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -10013,19 +10142,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10033,70 +10162,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10105,7 +10272,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10114,48 +10281,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10166,46 +10353,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10215,11 +10402,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10229,322 +10416,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "Thư mời nhận việc" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -12010,47 +12216,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12058,27 +12264,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12088,11 +12294,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "Điểm không nhất quán" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12100,7 +12306,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12108,7 +12314,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12120,13 +12326,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12135,7 +12341,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12146,42 +12352,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12189,11 +12395,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12201,7 +12407,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12212,19 +12418,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12232,18 +12438,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12253,34 +12459,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12290,14 +12496,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12305,18 +12511,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12324,7 +12530,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12332,32 +12538,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12367,17 +12573,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12385,7 +12591,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12395,17 +12601,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12413,7 +12619,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12421,7 +12627,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12429,7 +12635,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12440,14 +12646,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12460,18 +12666,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12479,7 +12685,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12493,30 +12699,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12525,7 +12731,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12536,7 +12742,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13207,7 +13413,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "Mới" @@ -13336,7 +13541,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13375,508 +13580,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "Từ chối" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "Mẫu email" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "Lý do từ chối" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "Thêm nhanh" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13884,7 +13592,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13892,11 +13600,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13912,7 +13620,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13921,20 +13629,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13943,7 +13651,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13953,14 +13661,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13968,7 +13676,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13978,7 +13686,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13986,7 +13694,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13995,7 +13703,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -14008,7 +13716,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -14017,17 +13725,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14035,20 +13743,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14056,28 +13764,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14088,18 +13796,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14107,7 +13815,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14115,13 +13823,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14132,14 +13840,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14153,7 +13861,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14164,17 +13872,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14183,7 +13891,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14196,13 +13904,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14216,11 +13924,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14228,7 +13936,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14248,14 +13956,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14263,7 +13971,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14271,7 +13979,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14284,7 +13992,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14292,11 +14000,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14305,7 +14013,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14314,11 +14022,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14327,7 +14035,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14336,7 +14044,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14345,17 +14053,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14365,7 +14073,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14373,19 +14081,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14394,28 +14102,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14425,7 +14133,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14433,11 +14141,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14448,42 +14156,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14494,13 +14202,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14511,11 +14219,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "Create employee" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14524,13 +14232,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "Thêm nhanh" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14796,6 +14831,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "Mẫu email" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "Lý do từ chối" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "Giới thiệu" @@ -14814,8 +15136,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15070,7 +15392,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15216,139 +15538,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "Phần thưởng" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "Mốc" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15359,11 +15566,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15374,14 +15581,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15392,7 +15599,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15401,7 +15608,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15414,18 +15621,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15434,7 +15641,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15442,7 +15649,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15454,112 +15661,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15567,7 +15676,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15577,7 +15686,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15586,7 +15695,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15597,16 +15706,305 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" msgstr "" +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "Phần thưởng" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." +msgstr "" + #: ../../content/applications/hr/referrals/share_jobs.rst:3 msgid "Share job positions" msgstr "" @@ -16389,10 +16787,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16963,232 +17357,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "Quản lý" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17196,7 +17364,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17204,7 +17372,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17212,44 +17380,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17257,7 +17425,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17269,186 +17437,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "Trang tổng quan" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17456,7 +17445,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17464,31 +17453,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17499,7 +17488,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17511,7 +17500,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17519,18 +17508,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "By type" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17542,13 +17531,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17556,7 +17545,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17564,7 +17553,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17572,10 +17561,498 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" msgstr "" +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "Quản lý" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "Trang tổng quan" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" diff --git a/locale/vi/LC_MESSAGES/inventory_and_mrp.po b/locale/vi/LC_MESSAGES/inventory_and_mrp.po index 2e606ed02..3cddd1c73 100644 --- a/locale/vi/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/vi/LC_MESSAGES/inventory_and_mrp.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" @@ -1488,9 +1488,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 @@ -1501,6 +1500,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 @@ -1516,7 +1516,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 @@ -1526,11 +1526,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Cấu hình" @@ -3442,15 +3445,15 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:9 msgid "" -"Reordering rules are used to keep forecasted stock levels above a certain " +"*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:13 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -3460,23 +3463,23 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:19 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:20 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:25 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :menuselection:`Inventory app --> " @@ -3484,7 +3487,7 @@ msgid "" " by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:29 msgid "" "On the product form, under the :guilabel:`General Information` tab, make " "sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. " @@ -3496,7 +3499,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:37 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -3507,7 +3510,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:44 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -3521,7 +3524,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:53 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -3529,7 +3532,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:57 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -3541,46 +3544,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:68 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:72 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:73 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:76 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:79 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -3591,7 +3594,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:87 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " @@ -3599,36 +3602,152 @@ msgid "" " and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:95 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:96 msgid ":ref:`Route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:99 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +msgid "" +"The *0/0/1* reordering rule is a specialty rule used to replenish a product " +"that is not kept on-hand, each time a sales order (SO) is confirmed for that" +" product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:105 +msgid "" +"The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " +"route, in that both workflows are used to replenish a product upon " +"confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:108 +msgid "" +"The main difference between the two methods is that the *Replenish on Order*" +" route automatically reserves the product for the |SO| that caused it to be " +"replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +msgid "" +"The 0/0/1 reordering rule does not have this limitation. A product " +"replenished using the rule is not reserved for any specific |SO|, and can be" +" used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +msgid "" +"Another key difference is that replenishment orders created by the " +"*Replenish on Order* route are linked to the original |SO| by a smart button" +" at the top of the order. When using the 0/0/1 reordering rule, a " +"replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:119 +msgid "" +"See the :doc:`Replenish on Order (MTO) ` documentation for a full " +"overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:121 +msgid "" +"To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" +" --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +msgid "" +"At the top of the product's page, click the :icon:`fa-refresh` " +":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " +"Rules` page for the product. On the resulting page, click :guilabel:`New` to" +" begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +msgid "" +"In the :guilabel:`Location` field of the new reordering rule, select the " +"location in which replenished products should be stored. By default, this " +"location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:131 +msgid "" +"In the :guilabel:`Route` field, select the route the rule should use to " +"replenish the item. For example, if the product should be purchased from a " +"vendor, select the :guilabel:`Buy` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +msgid "" +"In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " +"leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " +"value of `1.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst-1 +msgid "A 0/0/1 reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:141 +msgid "" +"With the reordering rule configured using these values, each time an |SO| " +"causes the forecasted quantity of the product to fall below the " +":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " +"to replenish the product in one-unit increments, back up to the " +":guilabel:`Max Quantity` of `0.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:147 +msgid "" +"A picture frame is configured with a 0/0/1 reordering rule that uses the " +"*Buy* route. Zero units of the picture frame are kept on-hand at any given " +"time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:150 +msgid "" +"An |SO| is confirmed for one unit of the picture frame, which causes the " +"forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " +"which automatically creates a |PO| for one unit of the picture frame." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:154 +msgid "" +"Once the product is received from the vendor, the forecasted quantity of the" +" picture frame returns to `0.00`. There is now one picture frame on-hand, " +"but it is not reserved for the |SO| which triggered its purchase. It can be " +"used to fulfill that |SO|, or reserved for a different order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:162 msgid "Trigger" msgstr "Bộ khởi động" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 msgid "" "When stock falls below the reordering rule's minimum, set the reordering " "rule's *trigger* to *automatic* to automatically create purchase or " "manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:167 msgid "" "Alternatively, setting the reordering rule's trigger to *manual* displays " "the product and forecasted stock on the *replenishment dashboard*, where the" @@ -3636,17 +3755,17 @@ msgid "" " dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 msgid ":doc:`strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:175 msgid "" "The replenishment dashboard is accessible by going to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:178 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Configuration --> Reordering Rules`. Then, click the " @@ -3659,39 +3778,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:187 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:191 msgid "Auto" msgstr "Tự động" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:193 msgid "" "Automatic reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or " "manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:197 msgid "" "a sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:201 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:203 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " @@ -3700,11 +3819,11 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " @@ -3716,7 +3835,7 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:219 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -3724,7 +3843,7 @@ msgid "" "Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:223 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -3732,19 +3851,19 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:227 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:163 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 msgid "Manual" msgstr "Thủ công" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:235 msgid "" "Manual reordering rules, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the " @@ -3754,7 +3873,7 @@ msgid "" "enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " @@ -3762,7 +3881,7 @@ msgid "" "displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:245 msgid "" "If the one-day window for ordering products is too short, skip to the " ":ref:`visibility days ` " @@ -3770,7 +3889,7 @@ msgid "" "number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:249 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order Once` button generates the purchase or manufacturing order " @@ -3783,18 +3902,18 @@ msgid "" "stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:259 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 msgid "" "Ensure :doc:`lead times " "<../../shipping_receiving/advanced_operations_shipping/scheduled_dates>` are" " understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:265 msgid "" "When :ref:`manual reordering rules `" " are assigned to a product, *visibility days* make the product appear on the" @@ -3802,27 +3921,27 @@ msgid "" "Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:271 msgid "" "A product has a manual reordering rule set to trigger when the stock level " "falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:274 msgid "" "The current date is February 20th, and the *delivery date* on a sales order " "(in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the " "current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:277 msgid "" "The :ref:`vendor lead time ` is " "four days, and the :ref:`purchase security lead time " "` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:281 msgid "" "When the :guilabel:`Visibility Days` field of the reordering rule is set to " "zero, the product appears on the replenishment dashboard five days before " @@ -3835,34 +3954,34 @@ msgid "" "Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:289 msgid "" "To see the product on the replenishment dashboard for the current date, " "February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:292 msgid "" "To determine the amount of visibility days needed to see a product on the " "replenishment dashboard, subtract *today's date* from the *date the need " "appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:295 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:300 msgid "" "Referring to the example above, today's date is February 20th, and the need " "for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:303 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:305 msgid "" "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in" " this case results in the need **not** appearing on the replenishment " @@ -3875,11 +3994,11 @@ msgid "" "days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:315 msgid "Route" msgstr "Quy trình" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:317 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -3887,7 +4006,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:321 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to, if multiple are selected." @@ -3895,20 +4014,20 @@ msgid "" ":menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:325 msgid "" "By default, the :guilabel:`Route` column is hidden on the " ":guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:327 msgid "" "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` " "icon to the far-right of the column titles, and checking the " ":guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:330 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -3919,7 +4038,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/reordering_rules.rst:338 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7502,7 +7621,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" @@ -7773,20 +7892,18 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:160 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:161 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:3 -msgid "Use dropshipping to ship directly from suppliers to customers" -msgstr "" +msgid "Dropshipping" +msgstr "Dropship" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:7 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " @@ -7797,11 +7914,11 @@ msgid "" "warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 msgid "Configure products to be dropshipped" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:16 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " @@ -7809,7 +7926,7 @@ msgid "" ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:20 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" @@ -7824,7 +7941,7 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:29 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " @@ -7836,7 +7953,7 @@ msgstr "" msgid "The product form with a vendor specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:37 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." @@ -7846,26 +7963,25 @@ msgstr "" msgid "Enable the Dropship option in the product inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:43 -msgid "Fulfill orders using dropshipping" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:45 msgid "" -"When a customer completes an online purchase for a dropshipped product, a " -"sales order will be automatically created with an associated request for " -"quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " -"orders can be viewed in the :menuselection:`Sales` app by selecting " -":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " -"button at the top right of a sales order to view the associated :abbr:`RFQ " -"(Request for Quotation)`." +"While it is not necessary to enable the :guilabel:`Buy` route in addition to" +" the :guilabel:`Dropship` route, enabling both provides the option of " +"dropshipping the product or purchasing it directly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:50 +msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:52 msgid "" -"Dropship sales orders can also be created manually through the " -":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " -"--> Create` and adding a product configured for dropshipping." +"When a sales order is created for a dropshipped product, an associated " +"request for quotation (RfQ) is automatically generated to purchase the " +"product from the vendor. Sales orders can be viewed in the " +":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. " +"Click the :guilabel:`Purchase` smart button at the top right of a sales " +"order to view the associated :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7874,12 +7990,12 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:62 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " -"purchase order and a dropship receipt is created and linked to it. The " -"receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " -"the top right corner of the purchase order form." +"purchase order, and a dropship receipt is created and linked to it. The " +"receipt can be viewed by clicking the :guilabel:`Dropship` smart button in " +"the top-right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 @@ -7888,20 +8004,20 @@ msgid "" "corner." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:70 msgid "" -"The dropship receipt will list the supplier in the :guilabel:`Receive From` " -"section and the customer in the :guilabel:`Destination Location` section. " -"Upon delivery of the product to the customer, click on the " -":guilabel:`Validate` button at the top left of the dropship receipt to " -"confirm the delivered quantity." +"The dropship receipt displays :guilabel:`Partners/Vendors` in the " +":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" +" :guilabel:`Destination Location` field. Upon delivery of the product to the" +" customer, click on the :guilabel:`Validate` button at the top-left of the " +"dropship receipt to confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/dropshipping.rst:79 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" @@ -7917,30 +8033,30 @@ msgstr "" msgid "Shipping cost invoicing" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " @@ -7951,12 +8067,12 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " @@ -7964,13 +8080,13 @@ msgid "" "details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " @@ -7978,13 +8094,13 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 msgid "" @@ -7993,7 +8109,7 @@ msgid "" "the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " @@ -8001,31 +8117,31 @@ msgid "" "apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." @@ -8035,19 +8151,19 @@ msgstr "" msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " @@ -8058,7 +8174,7 @@ msgstr "" msgid "Calculate shipping by selecting a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " @@ -8069,7 +8185,7 @@ msgstr "" msgid "Show delivery product on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " @@ -8080,7 +8196,7 @@ msgstr "" msgid "Show \"Create Invoice\" button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " @@ -8091,18 +8207,18 @@ msgstr "" msgid "Show delivery product in the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" @@ -8113,8 +8229,8 @@ msgstr "" msgid "Show delivery product on the invoice line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 -msgid ":doc:`labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:123 +msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:3 @@ -8218,229 +8334,6 @@ msgstr "" msgid "Half page letter size FedEx shipping label." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -msgid "Print shipping labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "" -"Integrate Odoo with :doc:`third-party shipping carriers " -"<../setup_configuration/third_party_shipper>` to automatically generate " -"shipping labels that includes prices, destination addresses, tracking " -"numbers, and barcodes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 -msgid "" -"To generate labels for a third-party shipping carrier, first :doc:`install " -"the third-party shipping connector " -"<../setup_configuration/third_party_shipper>`. Then, configure and activate " -"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " -":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " -"Finally, provide the company's :ref:`source address " -"` and :ref:`product " -"weights `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Set the \"Get Rate and Create Shipment\" option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:33 -msgid "Labels for multi-step" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "" -"For companies using :doc:`two " -"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " -"delivery <../daily_operations/delivery_three_steps>`, labels can be " -"triggered to print after validating the picking or packing operation. To do " -"that, go to :menuselection:`Inventory app --> Configuration --> Operations " -"Types`, and choose the desired operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:40 -msgid "" -"On the :guilabel:`Operation Type` configuration page, tick the " -":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " -"third-party shipping label is printed upon validating this operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:45 -msgid "" -"For :doc:`two-step delivery " -"<../daily_operations/receipts_delivery_two_steps>`, where products are " -"placed directly in packages during picking, companies can print shipping " -"labels during picking instead of delivery. Odoo allows users to enable the " -":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " -"this flexibility." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Enable the \"Print Label\" feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -msgid "Print tracking labels" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -msgid "" -"Tracking labels are printed when specific operations are validated. By " -"default, validating a delivery order (DO) generates a tracking label in the " -"chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 -msgid "" -"For companies using two or three step delivery, refer to the :ref:`printing " -"labels for multi-step delivery ` section to learn how to print the label after validating a picking " -"or packing operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 -msgid "" -"When both the *Sales* and *Inventory* apps are installed, begin in the " -":menuselection:`Sales` app, and proceed to the desired quotation or sales " -"order (SO). There, and :ref:`add the shipping cost " -"` to the order. Then, " -"navigate to the linked |DO| — or another operation type when using multi-" -"step delivery — to validate the operation and print the label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:71 -msgid "" -"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " -"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " -"third-party carrier ` in " -"the :guilabel:`Carrier` field, and validate the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:79 -msgid "Add shipping on quotation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:81 -msgid "" -"To generate a tracking label for an order, begin by creating a quotation in " -":menuselection:`Sales app --> Orders --> Quotations`, clicking " -":guilabel:`New`, and filling out the quotation form. Then, click the " -":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show the \"Add Shipping\" button on the quotation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:89 -msgid "" -"In the resulting pop-up window, select the intended carrier from the " -":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " -"Weight` field is automatically populated, based on the :ref:`weight of " -"products in the order `. " -"Modify this field to overwrite the predicted weight, and use this weight to " -"estimate the cost of shipping." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 -msgid "" -"Next, click :guilabel:`Get Rate` to display the shipping cost for the " -"customer, via the third-party carrier in the :guilabel:`Cost` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -msgid "" -"If clicking :guilabel:`Get Rate` results in an error, ensure the " -":ref:`warehouse's address ` and :ref:`weight of products in the order " -"` are properly configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:102 -msgid "" -"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " -"the :ref:`configured delivery product " -"`. Finally, click " -":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " -"smart button to access the |DO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show \"Get rate\" pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 -msgid "" -"For users who do not have the *Sales* app installed, specify the " -":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " -"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 -msgid "Show the \"Additional Info\" tab of a delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 -msgid "Validate delivery order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:125 -msgid "" -"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" -" ensure the third-party shipping carrier has been added to the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:129 -msgid "" -"If the *Sales* app is not installed, the third-party carrier is set in the " -":guilabel:`Carrier` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:132 -msgid "" -"After the items in the order have been packed, click :guilabel:`Validate` to" -" get the shipping carrier's tracking number, and generate the shipping " -"label." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:136 -msgid "" -"Create or select an existing delivery order by going to the " -":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " -"Orders` card." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:139 -msgid "" -"The :guilabel:`Tracking Reference` number is generated in the " -":guilabel:`Additional Info` tab of the delivery order. Click the " -":guilabel:`Tracking` smart button to access the tracking link from the " -"shipping carrier's website." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:143 -msgid "The tracking label is found in PDF format in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst-1 -msgid "Show generated shipping label in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:150 -msgid "" -"For multi-package shipping, one label is generated per package. Each label " -"appears in the chatter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:157 -msgid "Sample label generated from Odoo's shipping connector with FedEx." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 msgid "Multi-package shipments" msgstr "" @@ -8661,19 +8554,19 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:15 -msgid "Carrier labels" +msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:16 -msgid "Export documents" +msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:17 -msgid "Package Content" -msgstr "Thành phần kiện hàng" +msgid ":ref:`Package content `" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:18 -msgid "Package label" +msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:22 @@ -8696,25 +8589,25 @@ msgstr "" msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 msgid ":ref:`Picking list `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:43 -msgid ":doc:`Tracking label `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:44 +msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:46 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8722,7 +8615,7 @@ msgid "" "operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:50 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." @@ -8732,11 +8625,11 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 msgid "Return slip" msgstr "Phiếu trả hàng" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:62 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " @@ -8744,7 +8637,7 @@ msgid "" "instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:66 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " @@ -8752,7 +8645,7 @@ msgid "" "operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:70 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." @@ -8762,31 +8655,31 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:80 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:85 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:141 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:91 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." @@ -8796,7 +8689,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:100 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." @@ -8806,7 +8699,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:109 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." @@ -8816,42 +8709,42 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:118 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:120 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:122 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:126 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:132 msgid "Lot/SN Labels" msgstr "Nhãn số lô/sê-ri" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:134 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:137 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" @@ -8859,7 +8752,7 @@ msgid "" "Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:144 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " @@ -8870,31 +8763,300 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:158 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:160 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:166 +msgid "Carrier labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:168 +msgid "" +"To automatically print a *carrier label* with the recipient address, " +"tracking number, and carrier details for specific third-party shipping " +"carriers, complete the following setup:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:171 +msgid "" +"Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:258 +msgid "" +":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" +" *IoT* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:174 +msgid "" +":ref:`Assign the carrier label to the printer " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:175 +msgid "" +"Configure the shipping method's :ref:`label type " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:262 +msgid "Assign printer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:182 +msgid "" +"Refer to the :doc:`Connect a printer " +"<../../../../general/iot/devices/printer>` documentation for details on " +"connecting a printer to Odoo's *IoT* app. Upon completion, assign the " +"carrier label to the printer, by navigating to :menuselection:`IoT app --> " +"Devices`, and selecting the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show a list of IoT devices." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:191 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` tab" +" to configure the types of documents the printer automatically prints. Click" +" :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " +"In the :guilabel:`Search...` bar, type `Shipping`, and select " +":guilabel:`Shipping Labels`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:197 +msgid "" +"The :guilabel:`Shipping Documents` report is for :ref:`export documents " +"`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "Show carrier label report added to the *Printer Reports*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:204 +msgid "" +"After adding the :guilabel:`Shipping Labels` report in the " +":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " +"the IoT-connected printer's type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:207 +msgid "" +"For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:208 +msgid "" +"For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:213 +msgid "Shipping carrier label type" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:215 +msgid "" +"Next, complete the setup for the :doc:`third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. After that, go to " +":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " +"select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:219 +msgid "" +"On the shipping method configuration form, in the :guilabel:`[carrier name] " +"Configuration` tab, ensure the :guilabel:`Label Format` matches the " +":ref:`report type assigned earlier `:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:223 +msgid "" +"For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:224 +msgid "" +"For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst-1 +msgid "" +"Show the *Label Type* field on FedEx's shipping method configuration page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:231 +msgid "Example carrier label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:233 +msgid "" +"After validating the operation, the carrier label is generated in the " +"chatter, and printed using the IoT-connected printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "Show an example carrier label for FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:242 +msgid "" +"Carrier label for FedEx, containing the recipient address, tracking number, " +"barcode, and other shipping information." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:246 +msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:251 +msgid "Export document" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:253 +msgid "" +"An *export document*, required by customs to ship packages from one country " +"to another, can be automatically printed in Odoo by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:256 +msgid "" +"Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " +"settings `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:259 +msgid "Assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:264 +msgid "" +"Similar to the :ref:`printer assignment instructions for carrier labels " +"`, after connecting a " +"compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " +"Devices`, and select the desired printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:268 +msgid "" +"In the printer configuration form, go to the :guilabel:`Printer Reports` " +"tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" +"up window that appears, add the :guilabel:`Shipping Documents` report to " +"assign the export document to the printer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:278 +msgid "Export document for a shipment from the USA to Belgium." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:283 +msgid "Package content" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:285 +msgid "" +"A *package content* PDF includes the package's barcode, packed date, along " +"with a list of contained products and quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:288 +msgid "" +"To print this form automatically, go to :menuselection:`Inventory app --> " +"Configuration --> Operation Types`, and select the desired operation type. " +"Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " +"Contents` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:293 +msgid "" +"If the option is not available, enable the :doc:`Packages " +"<../../product_management/product_tracking/package>` feature, by going to " +":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " +":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:298 +msgid "" +"After enabling the feature in the :guilabel:`Hardware` tab, validating the " +"operation prints a PDF of the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "" +"Package contents form showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:307 +msgid "Package contents showing the package contents, barcode, and pack date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:312 +msgid "Package label" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:314 +msgid "" +"A *package label* that shows the package's barcode and pack date can be " +"configured to print upon clicking the *Put in Pack* button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:318 +msgid "" +"The :guilabel:`Put in Pack` button is available **only** when the " +":doc:`Packages <../../product_management/product_tracking/package>` feature " +"is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:322 +msgid "" +"After it is enabled, the :guilabel:`Put in Pack` button is available on all " +"inventory operations (e.g. receipt, pickings, internal transfers, delivery " +"orders, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:325 +msgid "" +"To automatically print the package label when the :guilabel:`Put in Pack` " +"button is clicked, go to :menuselection:`Inventory app --> Configuration -->" +" Operation Types`. Select the desired operation type, and tick the " +":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " +"can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " +"defined in the :guilabel:`Print label as` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst:0 +msgid "PDF of package barcode and package date." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/scheduled_dates.rst:3 msgid "Scheduled delivery dates" msgstr "" @@ -11463,6 +11625,226 @@ msgstr "" msgid "Setup and configuration" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 +msgid "Bpost integration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 +msgid "" +"Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " +"clients directly within Odoo. To configure it, complete these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 +msgid "Create a Bpost account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 +msgid "" +"Get the :ref:`Account ID and passphrase `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 +msgid "Set up the shipping method in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 +msgid "" +"Upon completion, it is possible to calculate the cost of shipping, based on " +"package size and weight, have the charges applied directly to a Bpost " +"business account, and automatically print Bpost tracking labels through " +"Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 +msgid ":doc:`third_party_shipper`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +msgid ":doc:`delivery_method`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 +msgid "Bpost account setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 +msgid "" +"To begin, go to the `Bpost website " +"`_ to create, or log into, the " +"company's Bpost business account. When creating the Bpost account, have the " +"company's VAT number and mobile phone number ready." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 +msgid "" +"Follow the website's steps to complete registration, and sign up for " +"shipping services." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:31 +msgid "" +"After completing the setup, get the Bpost account ID and passphrase, by " +"navigating to the :guilabel:`Shipping Manager` menu item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:36 +msgid "" +"On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " +"then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " +"ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "In the *Admin* tab, show the Account ID and Passphrase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:45 +msgid "Configure Bpost shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:47 +msgid "" +"With those necessary credentials, configure the Bpost shipping method in " +"Odoo by going to :menuselection:`Inventory app --> Configuration --> " +"Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 +msgid "" +"In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" +"down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " +"bottom of the form, where the Bpost credentials can be entered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +msgid "" +"For details on configuring the other fields on the shipping method, such as " +":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " +"carrier ` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:60 +msgid "" +"To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " +":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " +"Create Shipment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:63 +msgid "" +"In the :guilabel:`Bpost Configuration` tab, complete the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 +msgid "" +":guilabel:`Bpost Account Number` (required field): enter the company's " +"unique :ref:`account ID ` from the Bpost " +"website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:67 +msgid "" +":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " +"` from the Bpost website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +msgid "" +":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " +":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " +"shows the :guilabel:`Options` section, while :guilabel:`International` " +"enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " +"Return Instructions` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 +msgid "" +":guilabel:`Bpost Package Type`: select the type of shipping service from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +msgid "" +"For `domestic delivery " +"`_, the options are: :guilabel:`bpack 24h Pro`, " +":guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "" +"For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`," +" :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "" +":guilabel:`Bpost Shipment Type` (required field): for international " +"deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " +":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " +":guilabel:`OTHER`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 +msgid "" +":guilabel:`Bpost Parcel Return Address`: return address when an " +"international shipment fails to deliver. Select from the drop-down menu: " +":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " +":guilabel:`Return to sender by road`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +msgid "" +":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 +msgid "" +":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 +msgid "" +"For domestic deliveries, these features are available in the " +":guilabel:`Options` section:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +msgid "" +"Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " +"possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " +"selected, this option might incur additional costs to the company." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:98 +msgid "" +"Enable the :guilabel:`Generate Return Label` feature to automatically print " +"a return label upon validating the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 +msgid "Show Bpost shipping method." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:3 msgid "Delivery methods" msgstr "" @@ -11755,7 +12137,8 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 -msgid ":ref:`Invoice cost of shipping `" +msgid "" +":doc:`Invoice cost of shipping <../advanced_operations_shipping/invoicing>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 @@ -11866,6 +12249,243 @@ msgid "" "details like account number, region, address, etc. to get API Access." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 +msgid "Print shipping labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:8 +msgid "" +"Integrate Odoo with :doc:`third-party shipping carriers " +"<../setup_configuration/third_party_shipper>` to automatically generate " +"shipping labels that includes prices, destination addresses, tracking " +"numbers, and barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:13 +msgid "" +":ref:`Automatically print shipping carrier labels " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 +msgid "" +"To generate labels for a third-party shipping carrier, first :doc:`install " +"the third-party shipping connector " +"<../setup_configuration/third_party_shipper>`. Then, configure and activate " +"the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " +":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " +"Finally, provide the company's :ref:`source address " +"` and :ref:`product " +"weights `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Set the \"Get Rate and Create Shipment\" option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:36 +msgid "Labels for multi-step" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 +msgid "" +"For companies using :doc:`two " +"<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " +"delivery <../daily_operations/delivery_three_steps>`, labels can be " +"triggered to print after validating the picking or packing operation. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Operations " +"Types`, and choose the desired operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 +msgid "" +"On the :guilabel:`Operation Type` configuration page, tick the " +":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " +"third-party shipping label is printed upon validating this operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 +msgid "" +"For :doc:`two-step delivery " +"<../daily_operations/receipts_delivery_two_steps>`, where products are " +"placed directly in packages during picking, companies can print shipping " +"labels during picking instead of delivery. Odoo allows users to enable the " +":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " +"this flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Enable the \"Print Label\" feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 +msgid "Print tracking labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 +msgid "" +"Tracking labels are printed when specific operations are validated. By " +"default, validating a delivery order (DO) generates a tracking label in the " +"chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 +msgid "" +"For companies using two or three step delivery, refer to the :ref:`printing " +"labels for multi-step delivery ` section to learn how to print the label after validating a picking " +"or packing operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 +msgid "" +"When both the *Sales* and *Inventory* apps are installed, begin in the " +":menuselection:`Sales` app, and proceed to the desired quotation or sales " +"order (SO). There, and :ref:`add the shipping cost " +"` to the order. Then, " +"navigate to the linked |DO| — or another operation type when using multi-" +"step delivery — to validate the operation and print the label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 +msgid "" +"If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " +"Orders)` directly in the :menuselection:`Inventory` app, :ref:`add the " +"third-party carrier ` in " +"the :guilabel:`Carrier` field, and validate the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:82 +msgid "Add shipping on quotation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 +msgid "" +"To generate a tracking label for an order, begin by creating a quotation in " +":menuselection:`Sales app --> Orders --> Quotations`, clicking " +":guilabel:`New`, and filling out the quotation form. Then, click the " +":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show the \"Add Shipping\" button on the quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:92 +msgid "" +"In the resulting pop-up window, select the intended carrier from the " +":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " +"Weight` field is automatically populated, based on the :ref:`weight of " +"products in the order `. " +"Modify this field to overwrite the predicted weight, and use this weight to " +"estimate the cost of shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 +msgid "" +"Next, click :guilabel:`Get Rate` to display the shipping cost for the " +"customer, via the third-party carrier in the :guilabel:`Cost` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 +msgid "" +"If clicking :guilabel:`Get Rate` results in an error, ensure the " +":ref:`warehouse's address ` and :ref:`weight of products in the order " +"` are properly configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 +msgid "" +"Click :guilabel:`Add` to add the cost to the quotation, which is listed as " +"the :ref:`configured delivery product " +"`. Finally, click " +":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " +"smart button to access the |DO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show \"Get rate\" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:115 +msgid "" +"For users who do not have the *Sales* app installed, specify the " +":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " +"navigating to the |DO|, and going to the :guilabel:`Additional Info` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:126 +msgid "Validate delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 +msgid "" +"On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" +" ensure the third-party shipping carrier has been added to the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:132 +msgid "" +"If the *Sales* app is not installed, the third-party carrier is set in the " +":guilabel:`Carrier` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:135 +msgid "" +"After the items in the order have been packed, click :guilabel:`Validate` to" +" get the shipping carrier's tracking number, and generate the shipping " +"label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:139 +msgid "" +"Create or select an existing delivery order by going to the " +":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " +"Orders` card." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:142 +msgid "" +"The :guilabel:`Tracking Reference` number is generated in the " +":guilabel:`Additional Info` tab of the delivery order. Click the " +":guilabel:`Tracking` smart button to access the tracking link from the " +"shipping carrier's website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:146 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:153 +msgid "" +"For multi-package shipping, one label is generated per package. Each label " +"appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 +msgid "Sample label generated from Odoo's shipping connector with FedEx." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:163 +msgid ":doc:`../advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:164 +msgid ":doc:`../advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud configuration" msgstr "" @@ -12825,7 +13445,7 @@ msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs `, and :doc:`generate shipping " -"labels <../advanced_operations_shipping/labels>`." +"labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 @@ -12836,18 +13456,10 @@ msgid "" "` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid ":doc:`dhl_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid ":doc:`ups_credentials`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" @@ -13057,7 +13669,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " -"shipping labels <../advanced_operations_shipping/labels>`." +"shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 @@ -13288,8 +13900,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:269 -msgid "" -":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 @@ -13400,12 +14011,7 @@ msgstr "" msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " -"that estimate shipping costs and :doc:`generate labels " -"<../advanced_operations_shipping/labels>`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 -msgid ":doc:`third_party_shipper`" +"that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 @@ -18153,7 +18759,6 @@ msgid "New warehouse location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 msgid "Inventory valuation" msgstr "" @@ -18297,10 +18902,13 @@ msgstr "" msgid "" "To apply a landed cost on a vendor bill, the products included in the " "original |PO| **must** belong to a *Product Category* with its *Force " -"Removal Strategy* set to |FIFO|, and its *Costing Method* set to |AVCO|." +"Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either " +"|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " +"` or :doc:`automatic " +"`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " @@ -18308,49 +18916,50 @@ msgid "" ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 msgid "Create vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " -"the previously created landed cost product. Click the :guilabel:`Save " -"manually (cloud with arrow)` icon to update the draft bill." +"the previously-created landed cost product. Click the :icon:`fa-cloud-" +"upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " +"draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " @@ -18358,7 +18967,7 @@ msgid "" "costs displayed on the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." @@ -18368,23 +18977,23 @@ msgstr "" msgid "Create Landed Costs button on vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 msgid "Add landed cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." @@ -18394,7 +19003,7 @@ msgstr "" msgid "Landed cost form with selected receipt transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " @@ -18402,14 +19011,14 @@ msgid "" " :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" @@ -18418,13 +19027,13 @@ msgid "" "the total cost of the |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " @@ -18432,32 +19041,32 @@ msgid "" "listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." @@ -18468,7 +19077,8 @@ msgid "Journal Entry form for landed cost created from vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -msgid "Inventory valuation configuration" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 @@ -18481,118 +19091,156 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " -"inventory valuation). This method implies that the accounting team posts " -"journal entries based on the physical inventory of the company, and that " -"warehouse employees take the time to count the stock. In Odoo, this method " -"is reflected inside each product category, where the :guilabel:`Costing " -"Method` field will be set to `Standard Price` by default, and the " -":guilabel:`Inventory Valuation` field will be set to `Manual`." +"inventory valuation). This method implies that the accounting team manually " +"posts journal entries, based on the physical inventory of the company, and " +"warehouse employees take the time to count the stock. In Odoo, each product " +"category reflects this, with the :guilabel:`Costing Method` set to " +":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " +"visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "" -"The Inventory Valuation fields are located on the Product Categories form." +msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 msgid "" -"Alternatively, automated inventory valuation is an integrated valuation " -"method that updates the inventory value in real-time by creating journal " -"entries whenever there are stock moves initiated between locations in a " -"company's inventory." +"Alternatively, perpetual (automatic) inventory valuation creates real-time " +"*journal entries* in the *Accounting* app whenever stock enters or leaves " +"the company's warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 msgid "" -"Automated inventory valuation is a method recommended for expert " -"accountants, given the extra steps involved in journal entry configuration. " -"Even after the initial setup, the method will need to be periodically " -"checked to ensure accuracy, and adjustments may be needed on an ongoing " -"basis depending on the needs and priorities of the business." +"This document is focused on the proper setup of automatic inventory " +"valuation, which is an integrated valuation method that ensures journal " +"entries in the *Accounting* app match stock valuation updates in the " +"*Inventory* app. For an introduction of inventory valuation in Odoo, refer " +"to the :doc:`using_inventory_valuation` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:34 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 msgid "" -"Accounting entries will depend on the accounting mode: *Continental* or " -"*Anglo-Saxon*." +"Switching to automatic inventory valuation **does not** create journal " +"entries for existing stock, potentially leading to discrepancies between " +"stock valuation and accounting journals." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 msgid "" -"Verify the accounting mode by activating the :ref:`developer-mode` and " -"navigating to :menuselection:`Accounting app --> Configuration --> " -"Settings`." +"To manually post journal entries for existing stock, navigate to " +":menuselection:`Inventory app --> Reporting --> Valuation` for a list of " +"current stock and its value. Then, :doc:`post a journal entry " +"<../../../../finance/accounting/vendor_bills>` for each existing item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 +msgid "" +"To properly set up automatic inventory valuation, follow these steps in " +"Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:42 msgid "" -"Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" -" if the feature is enabled. If it is **not** enabled, Continental accounting" -" mode is in use." +":ref:`Install Accounting app and enable specific settings " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 msgid "" -"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " -"when products are sold or delivered. This means that the cost of a good is " -"only recorded as an expense when a customer is invoiced for a product. So " -"for **manual** valuation method, set the :guilabel:`Expense Account` to " -"`Stock Valuation` for the current asset type; for **automatic** valuation " -"method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " -"of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." +":ref:`Set Automatic inventory valuation on product categories " +"`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 msgid "" -"In *Continental* accounting, the cost of a good is reported as soon as a " -"product is received into stock. Because of this, the :guilabel:`Expense " -"Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " -"however, it is more commonly set to an *Expenses* account." +":ref:`Set costing method `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:61 -msgid "" -":ref:`Details about configuring Expense and Stock accounts " -"`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:51 +msgid "Accounting setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:53 msgid "" -"Make changes to inventory valuation options by navigating to " -":menuselection:`Inventory app --> Configuration --> Product Categories`. In " -"the :guilabel:`Inventory Valuation` section, select the desired " -":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." +"To use automatic inventory valuation, install the *Accounting* app. Next, go" +" to :menuselection:`Accounting app --> Configuration --> Settings`, and in " +"the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " +"Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 msgid "" -"It is possible to use different valuation settings for different product " -"categories." +"Enabling :guilabel:`Automatic Accounting` shows the previously invisible " +"*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 -msgid "Show inventory valuation configuration options." +msgid "" +"Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:66 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections of documentation for details on configuring the accounting journals" +" shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:73 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:75 +msgid "" +"After :ref:`enabling inventory valuation " +"`, the next step is to set " +"the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " +"Valuation` field to :guilabel:`Automated`. Repeat this step for every " +"product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 +msgid "" +"After enabling automatic accounting, each new stock move layer (SVL), that " +"is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "" +"Inventory Valuation field on the product category, with its various stock " +"accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 msgid "Costing method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:96 msgid "" -"From the product category's configuration page, choose the desired " +"After :ref:`enabling inventory valuation " +"`, the *costing method* for " +"calculating and recording inventory costs is defined on the product category" +" in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +msgid "" +"Go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories` and select the desired product category. In the " +":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:104 msgid "" ":guilabel:`Standard Price`: the default costing method in Odoo. The cost of " "the product is manually defined on the product form, and this cost is used " @@ -18600,7 +19248,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" ":guilabel:`Average Cost (AVCO)`: calculates the valuation of a product based" " on the average cost of that product, divided by the total number of " @@ -18608,7 +19256,7 @@ msgid "" "*dynamic*, and constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -18619,7 +19267,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:119 msgid "" ":guilabel:`First In First Out (FIFO)`: tracks the costs of incoming and " "outgoing items in real-time and uses the real price of the products to " @@ -18631,79 +19279,130 @@ msgid "" " highly sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:131 msgid ":doc:`using_inventory_valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " -"changed manually, Odoo will generate a corresponding record in the " -"*Inventory Valuation* report." +"changed manually, Odoo generates a corresponding record in the *Inventory " +"Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 msgid "" -"Inventory valuation in Odoo can be set to be updated manually or " -"automatically. While *Expense* accounts apply to both, the *Stock Input* and" -" *Stock Output* accounts are only used for automated valuation." +"It is possible to use different valuation settings for different product " +"categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 msgid "" -"Refer to the :ref:`Expense ` and " -":ref:`Stock input/output ` sections for " -"details on configuring each account type." +"With automated inventory valuation set up, the generated journal entries " +"depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 +msgid "" +"Verify the accounting mode by activating the :ref:`developer-mode`, and " +"navigating to :menuselection:`Accounting app --> Configuration --> " +"Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 +msgid "" +"Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, " +"to see if the feature is enabled. If it is **not** enabled, *Continental* " +"accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:161 +msgid "" +"In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " +"when products are sold or delivered. This means the cost of a good is only " +"recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +msgid "" +"So, for **manual** valuation method, set the *Expense Account* to *Stock " +"Valuation* for the current asset type; for **automatic** valuation method, " +"set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g." +" *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:169 +msgid "" +"In *Continental* accounting, the cost of a good is reported as soon as a " +"product is received into stock. Because of this, the *Expense Account* can " +"be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is " +"more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 +msgid "" +"Refer to the :ref:`Expense ` " +"and :ref:`Stock input/output ` " +"sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 msgid "Expense account" msgstr "Tài khoản chi phí" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 msgid "" -"To configure the *expense account*, go to the :guilabel:`Account Properties`" -" section of the intended product category (:menuselection:`Inventory app -->" -" Configuration --> Product Categories`). Then, choose an existing account " +"To configure the *expense account*, which is used in both manual and " +"automatic inventory valuation, go to the :guilabel:`Account Properties` " +"section of the intended product category (:menuselection:`Inventory app --> " +"Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 msgid "Anglo-Saxon" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 msgid "Automated" msgstr "Tự động" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:202 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." @@ -18713,7 +19412,7 @@ msgstr "" msgid "Show **Expense Account** field, and external link icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " @@ -18725,50 +19424,50 @@ msgstr "" msgid "Show the **Expense Account** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:278 msgid "Continental" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:230 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 msgid "Stock input/output (automated only)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -18777,7 +19476,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -18786,7 +19485,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " @@ -18795,7 +19494,7 @@ msgid "" "vendors balance the *Stock Input* account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " @@ -18806,13 +19505,13 @@ msgstr "" msgid "Display account setup page, highlighting the **Type** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:275 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:280 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " @@ -18820,7 +19519,7 @@ msgid "" " and sold." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:285 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" @@ -18832,45 +19531,60 @@ msgstr "" msgid "Show the Stock Input and Output accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:295 msgid "Inventory valuation reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:297 msgid "" -"To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." -" At the top of the dashboard, change the :guilabel:`As of` field value to " -":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " -":guilabel:`Unfold All` in order to see all of the latest data displayed, all" -" at once." +"To start, go to :menuselection:`Accounting app --> Reporting --> Balance " +"Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" +"down menu, and look for the nested :guilabel:`Stock Valuation`, " +":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " +"(Delivered)` lines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 +msgid "" +"At the top of the dashboard, click the :guilabel:`As of [date]` button to " +"display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:307 +msgid "" +":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:259 -msgid "" -"Under the parent :guilabel:`Current Assets` line item, look for the nested " -":guilabel:`Stock Valuation Account` line item, where the total valuation of " -"all of the inventory on hand is displayed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "" -"Access more specific information with the :guilabel:`Stock Valuation " -"Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " -"to see an itemized view of all of the journal entries, or by selecting " -":guilabel:`Journal Items` to review all of the individualized journal " -"entries that were submitted to the account. As well, annotations to the " -":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " -"filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 +msgid "" +"Access more specific information by clicking the :icon:`fa-ellipsis-v` " +":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " +":guilabel:`General Ledger` to see a list of all of the journal entries, " +"where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" +" be clicked to reveal the :guilabel:`View Journal Entry` option to open the " +"individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:320 +msgid "" +"Additionally, annotations to the :guilabel:`Balance Sheet` can be added by " +"choosing :guilabel:`Annotate`, filling in the text box, and clicking " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" @@ -18888,10 +19602,6 @@ msgid "" "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " @@ -21273,7 +21983,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" -"The :guilabel:`Product Information` tab at the bottom of the form can be " +"The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" @@ -21321,45 +22031,56 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" -"The :guilabel:`Maintenance` tab includes information that can be useful to " -"maintenance teams:" +"The :guilabel:`Maintenance` tab at the bottom of the page provides " +"information about the failure frequency of the piece of equipment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:69 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" -":guilabel:`Preventive Maintenance Frequency`: specifies how often " -"maintenance should be performed to prevent equipment failure" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:71 -msgid "" -":guilabel:`Maintenance Duration`: the amount of time required to fix the " -"equipment when it fails" +":guilabel:`Expected Mean Time Between Failure`: the average number of days " +"the equipment is expected to operate between failures. This number can be " +"configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" -":guilabel:`Expected Mean Time Between Failure`: the average amount of time " -"that the equipment is expected to operate before failing" +":guilabel:`Mean Time Between Failure`: the average number of days the " +"equipment operates between failures. This number is calculated automatically" +" based on previous failures, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 +msgid "" +":guilabel:`Estimated Next Failure`: the estimated date the equipment may " +"experience its next failure. This date is calculated automatically based on " +"the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " +"Failure` fields, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 +msgid "" +":guilabel:`Latest Failure`: the most recent date on which the equipment " +"failed. This date is based on the creation date of the equipment's most " +"recent maintenance request, and cannot be configured manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 +msgid "" +":guilabel:`Mean Time To Repair`: the average number of days needed to repair" +" the equipment. This number is calculated automatically based on the " +"duration of previous maintenance requests, and cannot be configured " +"manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 -msgid "The maintenance tab for the new piece of equipment." +msgid "The maintenance tab for a piece of equipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:80 +#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" -"The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " -"Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" -" Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " -"automatically based on maintenance requests if any exist." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:86 -msgid "" -"To see the maintenance requests for a piece of equipment, go to the page for" -" the equipment and select :guilabel:`Maintenance` in the top right corner of" -" the form." +"To see any open maintenance requests for a piece of equipment, go to the " +"page for the equipment, and click the :guilabel:`Maintenance` smart button " +"at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 @@ -27552,6 +28273,327 @@ msgstr "" msgid "Workflows" msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:3 +msgid "Allocation reports" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:11 +msgid "" +"When fulfilling sales orders (SOs), or sourcing components for manufacturing" +" orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" +" another. In situations where there is insufficient stock on-hand to fulfill" +" every |SO| or |MO|, ensuring that products and components are reserved for " +"priority orders is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:16 +msgid "" +"In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " +"products to specific sales orders |SOs|, or components to specific |MOs|. " +"This ensures the products or components are available for those orders, and " +"are not used by mistake." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:23 +msgid "" +"To use allocation reports, the *Allocation Report for Manufacturing Orders* " +"feature **must** be enabled. To do so, navigate to " +":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " +"the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." +" Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:28 +msgid "" +"For products that are sold, it is also necessary to configure them so they " +"can be included in |SOs|. To do so, begin by navigating to " +":menuselection:`Inventory --> Products --> Products`, and select a product. " +"Under the :guilabel:`Product Name` field on the product form, make sure that" +" the :guilabel:`Can Be Sold` checkbox is ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:34 +msgid "Allocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:36 +msgid "" +"To allocate products or components from an |MO| to an |SO|, or to a " +"different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" +" Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" +" |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:40 +msgid "" +"On the |MO| form, select a product in the :guilabel:`Product` field, and " +"specify the quantity to be produced in the :guilabel:`Quantity` field. " +"Finally, click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:43 +msgid "" +"The rest of the allocation workflow depends on the current on-hand quantity " +"of the product being manufactured, and whether or not there are any |SOs| or" +" |MOs| which require the product, but have not already been allocated units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:47 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are too few units of the product on-hand to fulfill those orders, then" +" an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " +"of the page as soon as the |MO| is confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:51 +msgid "" +"If there **are** existing |SOs| and |MOs| that require the product, **and** " +"there are enough units of the product on-hand to fulfill those orders, then " +"the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " +"top of the page once the |MO| has been marked as done, by clicking " +":guilabel:`Produce All`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The Allocation smart button at the top of an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:61 +msgid "" +"If there **are not** any existing |SOs| and |MOs| that require the product, " +"the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " +"even when the |MO| has been marked as done." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:64 +msgid "" +"Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " +":guilabel:`MRP Reception Report` for the |MO|. This report lists open " +"delivery orders or |MOs|, depending on the type of product produced in the " +"original |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:69 +msgid "Allocate to delivery order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:71 +msgid "" +"If the |MO| contains a finished product, the report lists any open delivery " +"orders for which quantities of the product have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:75 +msgid "" +"An |MO| is created to produce three units of a *rocking chair*. Clicking the" +" :guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open delivery orders that require one or more rocking chairs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:79 +msgid "" +"Click the :guilabel:`Assign All` button to the right of a specific order to " +"assign products for each quantity required to fulfill that order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:83 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" +" five units of the product to fulfill both quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:87 +msgid "" +"Alternatively, click :guilabel:`Assign` next to a specific quantity to only " +"assign products to that quantity, and not any others in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:91 +msgid "" +"If an order requires one quantity of four units of the product, and one " +"quantity of one unit of the product, clicking :guilabel:`Assign` next to the" +" quantity of one unit assigns a product to that quantity, but leaves the " +"quantity of four units without any products assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing finished products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:100 +msgid "Allocate to MO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:102 +msgid "" +"If the |MO| contains a component, the report lists any open |MOs| for which " +"quantities of the component have yet to be reserved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:106 +msgid "" +"An |MO| is created to produce three units of *wood*, which is used as a " +"component for the *rocking chair* product. Clicking the " +":guilabel:`Allocation` smart button on the |MO| opens an allocation report " +"that lists open rocking chair |MOs| that require one or more pieces of wood." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:110 +msgid "" +"Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " +"of a specific |MO| to assign components to that |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "The MRP Reception Report for an MO containing components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:118 +msgid "Unassign products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:120 +msgid "" +"After assigning products to a quantity within a delivery order, or " +"components to an |MO|, the :guilabel:`Assign` button turns into an " +":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " +"assigned products from that quantity, making them available for other " +"quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:125 +msgid "Print labels" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst:127 +msgid "" +"After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " +":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " +"either button becomes selectable. Selecting either button generates and " +"downloads a PDF document with one label for each product that was assigned. " +"These labels are used to designate each product as being reserved for that " +"specific order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/allocation.rst-1 +msgid "" +"The assignment labels generated by clicking Print Labels or Print Label." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 +msgid "By-Products" +msgstr "Phụ phẩm" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 +msgid "" +"When manufacturing certain products, it is common to be left with residual " +"materials, in addition to the finished product. These materials are known as" +" *by-products*. By specifying the by-products created during manufacturing " +"on a product's bill of materials (BoM), the quantity of by-products on-hand " +"is tracked by Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 +msgid "" +"Manufacturing a *rocking chair* requires ten pieces of wood. During " +"production, five pieces of *scrap wood* are created, in addition to the " +"rocking chair. By designating the scrap wood as a by-product on the rocking " +"chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " +"quantity of rocking chairs produced." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 +msgid "" +"To specify by-products on a product's |BoM|, the *By-Products* setting " +"**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" +" --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " +"checkbox, located under the :guilabel:`Operations` heading. Then, click " +":guilabel:`Save` to apply the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products setting on the Manufacturing app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 +msgid "" +"With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " +"tab appears on product |BoMs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 +msgid "Add byproduct to BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 +msgid "" +"To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" +" --> Products --> Bills of Materials`, and select a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 +msgid "" +"On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" +" line`, and select the by-product in the :guilabel:`By-product` drop-down " +"field. In the :guilabel:`Quantity` field, enter the quantity of the by-" +"product produced during manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 +msgid "" +"If the by-product is produced during a specific operation of a manufacturing" +" order (MO), select the operation in the :guilabel:`Produced in Operation` " +"field. For example, if a scrap wood by-product is produced during an " +"*Assemble* operation, select that operation in the :guilabel:`Produced in " +"Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 +msgid "Manufacture by-product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 +msgid "" +"When an |MO| is completed and marked as *Done*, Odoo registers the quantity " +"of by-products created during the manufacturing process. To create a new " +"|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " +"Manufacturing Orders`, and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 +msgid "" +"In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" +"products have been specified. After doing so, the :guilabel:`Product` field " +"auto-populates with the corresponding product. Click :guilabel:`Confirm` to " +"confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 +msgid "" +"When manufacturing is completed, click the :guilabel:`Produce All` button at" +" the top of the |MO|. After doing so, inventory counts update to reflect the" +" quantity of by-product(s) produced, as well as the quantity of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 +msgid "" +"Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" +" to see the movements of components and products. Each by-product is listed " +"on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" +" column displaying the virtual production location, and the :guilabel:`To` " +"column displaying the location where the by-product is stored." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 +msgid "The Product Moves page for an MO with by-products." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -31512,7 +32554,7 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" @@ -31577,7 +32619,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "Đối chiếu 3 bước" @@ -31790,191 +32832,199 @@ msgstr "" msgid "Manage vendor bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:12 msgid "" -"A *vendor bill* is an invoice received for products and/or services that a " -"company purchases from a vendor. Vendor bills record payables as they arrive" -" from vendors, and can include amounts owed for the goods and/or services " -"purchased, sales taxes, freight and delivery charges, and more." +"A *vendor bill* is an invoice received for products and/or services " +"purchased by a company from a vendor. Vendor bills record payables as they " +"arrive from vendors, and can include amounts owed for the goods and/or " +"services purchased, sales taxes, freight and delivery charges, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:16 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " -"process, depending on the *bill control* policy chosen in the *Purchase* app" -" settings." +"process, depending on the *bill control* policy chosen in the *Purchase* " +"app's settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" -"To view and edit the default bill control policy and make changes to it, go " -"to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " -"down to the :guilabel:`Invoicing` section." +"To configure the default bill control policy, navigate to " +":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " +"the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" -"Here, there are two :guilabel:`Bill Control` policy options: " -":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " -"policy is selected, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 -msgid "Bill control policies in purchase app settings." +"The :guilabel:`Bill Control` feature lists two policy options: " +":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" -"The policy selected will be the default for any new product created. The " -"definition of each policy is as follows:" +"The policy selected acts as the default for any new product created. Each " +"policy acts as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:32 msgid "" -":guilabel:`Received quantities`: a bill is only created **after** part of " -"the total order has been received. The products and quantities **received** " -"are used to generate a draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 -msgid "" -"If a product needs a different control policy, the default bill control " -"policy can be overridden by going to the :guilabel:`Purchase` tab in a " -"product's template, and modifying its :guilabel:`Control Policy` field." +":guilabel:`Received quantities`: a bill is only created **after** all (or " +"part) of the total order has been received. The products and quantities " +"received are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 +msgid "Bill control policies in purchase app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 +msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 +msgid "" +"If a product needs a different control policy than the one set in the " +"*Purchase* app settings, that product's control policy can be overridden by " +"going to the :guilabel:`Purchase` tab on a product form, and selecting the " +"desired policy in the :guilabel:`Control Policy` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" -"*3-way matching* ensures vendor bills are only paid once some (or all) of " -"the products included in the purchase order have actually been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "" -"To activate it, go to :menuselection:`Purchase app --> Configuration --> " -"Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick " -"the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save` " -"to save changes." +"The *3-way matching* policy ensures vendor bills are only paid once all (or " +"some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" -":guilabel:`3-way matching` is **only** intended to work with the " -":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +"To activate 3-way matching, navigate to :menuselection:`Purchase app --> " +"Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " +"section." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:60 -msgid "Create and manage vendor bills on receipts" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 +msgid "" +"Tick the checkbox next to :guilabel:`3-way matching`, and click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" -"When products are received into a company's warehouse, receipts are created." -" Once the company processes the received quantities, they can choose to " -"create a vendor bill directly from the warehouse receipt form. Depending on " -"the bill control policy chosen in the settings, vendor bill creation is " -"completed at different steps of the procurement process." +"The :guilabel:`3-way matching` feature is **only** intended to work with the" +" :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 +msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 -msgid "With the bill control policy set to ordered quantities" +msgid "" +"When products are received into a company's warehouse, receipts are created." +" Once the company processes the received quantities, they can choose to " +"create a vendor bill directly from the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" -"To create and manage vendor bills on receipts using the *ordered quantities*" -" bill control policy, first go to :menuselection:`Purchase app --> " -"Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." +"Depending on the bill control policy chosen in the settings, vendor bill " +"creation is completed at different steps of the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:75 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new request for quotation (RFQ). Doing so reveals a blank " -":abbr:`RFQ (request for quotation)` detail form." -msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:76 +msgid "Ordered quantities" +msgstr "Số lượng đã đặt" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" -"On the blank detail form, add a vendor to the :abbr:`RFQ (request for " -"quotation)` in the :guilabel:`Vendor` field, and add products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +"To create and manage vendor bills for receipts with the *Bill Control* " +"policy set to *Ordered Quantities*, first navigate to the " +":menuselection:`Purchase app`, and click :guilabel:`New` from the " +":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " -":guilabel:`Confirm Order` button above the detail form. Doing so turns the " -":abbr:`RFQ (request for quotation)` into a purchase order." +"Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " +"blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" +" under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" -"Then, click the :guilabel:`Create Bill` button to create a vendor bill for " -"the purchase order." +"On the product line, select a product from the drop-down menu in the " +":guilabel:`Product` field, and enter the quantity to order in the " +":guilabel:`Quantity` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" -"Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " -"Bill` page for the purchase order." +"Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " +"|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" -"On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " -"the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," -" add additional products to the :guilabel:`Product` lines by clicking " -":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." +"Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " +":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " +"a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" -"Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " -":guilabel:`Draft Bill` page." +"Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " +":guilabel:`Vendor Bill` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 msgid "" -"Since the bill control policy is set to *ordered quantities*, the draft bill" +"Since the bill control policy is set to *Ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:102 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:101 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" -"On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," -" which can be used to match the bill with additional documents (such as the " -":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " -"Register Payment`. Doing so causes a pop-up to appear, wherein a payment " -":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " -"and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " -"menu." +"Once a payment has been received, click :guilabel:`Register Payment` at the " +"top of the bill to record it." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:108 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 +msgid "" +"Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " +"wherein a payment :guilabel:`Journal` can be chosen, and a " +":guilabel:`Payment Method` selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " +":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " +"window, if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " -":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " -"banner to display on the :abbr:`RFQ (request for quotation)` form." +":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " +"on the |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 @@ -31982,213 +33032,206 @@ msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:118 +msgid "Received quantities" +msgstr "Số lượng đã nhận" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" -"Each vendor bill provides the option to either :guilabel:`Add Credit Note` " -"or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " -"vendor or supplier of goods get some quantity of products back from the " -"customer to whom they were sold, while *debit notes* are reserved for goods " -"returned from the customer/buyer to the vendor or supplier." +"To create and manage vendor bills for receipts with the bill control policy " +"set to *Received quantities*, first navigate to the " +":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:124 -msgid "With the bill control policy set to received quantities" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 +msgid "" +"Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " +":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " +":guilabel:`Product` tab to add products to the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" -"If the creation of a vendor bill is attempted without receiving any " -"quantities of a product (while using the *received quantities* bill control " -"policy), an error message appears, and settings must be changed before " -"proceeding." +"When using the *Received quantities* control policy, clicking " +":guilabel:`Create Bill` before any products are received causes an " +":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" -"To create and manage vendor bills on receipts using the *received " -"quantities* bill control policy, first go to :menuselection:`Purchase app " -"--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " -"section, and select :guilabel:`Received quantities` under :guilabel:`Bill " -"Control`. Then, click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:136 -msgid "" -"Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " -"to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " -"blank :abbr:`RFQ (request for quotation)` detail form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 -msgid "" -"Finally, click the :guilabel:`Create Bill` button to create a bill for the " -"purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:151 -msgid "" -"Clicking :guilabel:`Create Bill` before any products have been received will" -" cause a :guilabel:`User Error` pop-up message to appear. The " -":guilabel:`Purchase Order` requires the receipt of at least partial quantity" -" of the items included on the order to create a vendor bill." +"Odoo requires at least partial quantities of the items included in the |PO| " +"to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" -"Next, click the :guilabel:`Receipt` smart button to view the warehouse " -"receipt form." +"On the |PO|, click the :guilabel:`Receipt` smart button to view the " +"warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" -"On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " -"mark the :guilabel:`Done` quantities. Then, navigate back to the " -":menuselection:`Purchase Order` (via the breadcrumbs), and click the " -":guilabel:`Create Bill` button on the purchase order form." +"From here, click :guilabel:`Validate` to register the :guilabel:`Done` " +"(received) quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 +msgid "" +"Then, navigate back to the |PO|, via the breadcrumb, and click " +":guilabel:`Create Bill`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 +msgid "" +"This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " +"From here, add a billing date in the :guilabel:`Bill Date` field. Once " +"ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " +"draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 -msgid "" -"Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " -":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " -":guilabel:`Bill Date`. If needed, add additional products to the " -":guilabel:`Product` lines by clicking :guilabel:`Add a line`." +msgid "Manage vendor bills in Accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" -"Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " -"Bill`." +"Vendor bills can also be created directly from the *Accounting* app, without" +" having to create a purchase order first." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" -"Since the bill control policy is set to *received quantities*, the draft " -"bill can **only** be confirmed when at least some of the quantities are " -"received." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" +" :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" -"Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " -":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " -"Once ready, click :guilabel:`Create Payment` to finish creating the vendor " -"bill. Doing so causes a green **In Payment** banner to display on the " -":abbr:`RFQ (request for quotation)` form." +"Add a vendor in the :guilabel:`Vendor` field. Then, in the " +":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:187 -msgid "Create and manage vendor bills in Accounting" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 +msgid "" +"Select a product from the drop-down menu in the :guilabel:`Product` field, " +"and enter the quantity to order in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 +msgid "" +"Select a :guilabel:`Bill Date`, and configure any other necessary " +"information. Finally, click :guilabel:`Confirm` to confirm the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 +msgid "" +"Once confirmed, click the :guilabel:`Journal Items` tab to view the " +":guilabel:`Account` journals. These journals are populated based on the " +"configuration on the corresponding :guilabel:`Vendor` and " +":guilabel:`Product` forms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:186 +msgid "" +"If necessary, click :guilabel:`Credit Note` to add a credit note to the " +"bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" -"Vendor bills can also be created directly from the *Accounting* app, " -"**without** having to create a purchase order first. To do this, go to " -":menuselection:`Accounting app --> Vendors --> Bills`, and click " -":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." +"Once ready, click :guilabel:`Register Payment`, followed by " +":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" -"On this blank vendor bill detail form, add a vendor in the " -":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " -"(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " -"line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " -"other necessary information. Finally, click :guilabel:`Confirm` to confirm " -"the bill." +"To link a draft bill to an existing purchase order, click the drop-down menu" +" next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " +"and select a |PO| from the menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:198 -msgid "" -"From here, click the :guilabel:`Journal Items` tab to view (or change) the " -":guilabel:`Account` journals that were populated based on the configuration " -"on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 -msgid "" -"Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" -" credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " -"number (while in :guilabel:`Edit` mode)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 -msgid "" -"Then, when ready, click :menuselection:`Register Payment --> Create Payment`" -" to complete the :guilabel:`Vendor Bill`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 -msgid "" -"To tie the draft bill to an existing purchase order, click the drop-down " -"menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " -"order)` from the menu. The bill will auto-populate with the information from" -" the :abbr:`PO (purchase order)`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 +msgid "The bill auto-populates with the information from the chosen |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:203 msgid "Batch billing" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:207 msgid "" -"To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " -"Then, click the :guilabel:`checkbox` at the top left of the page, beside the" -" :guilabel:`Number` column, under the :guilabel:`Create` button. This " -"selects all existing vendor bills with a :guilabel:`Posted` or " -":guilabel:`Draft` :guilabel:`Status`." +"Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " +"click the :guilabel:`checkbox` in the top-left corner, beside the " +":guilabel:`Number` column, under the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 +msgid "" +"This selects all existing vendor bills with a :guilabel:`Status` of " +":guilabel:`Posted` or :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 +msgid "" +"Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " +"invoices or bills." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 +msgid "" +"Click :guilabel:`Register Payment` to create and process payments for " +"multiple vendor bills at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:219 +msgid "" +"Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" +" be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " +"posted before they can be included in a batch billing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 +msgid "" +"Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " +"pop-up window. From the pop-up window, select the :guilabel:`Journal` the " +"bills should post to, choose a :guilabel:`Payment Date`, and select a " +":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" -"From here, click the :guilabel:`Action` gear icon to export, delete, or send" -" & print the bills; click the :guilabel:`Print` icon to print the invoices " -"or bills; or click :guilabel:`Register Payment` to create and process " -"payments for multiple vendor bills at once." +"There is also the option to :guilabel:`Group Payments` together from this " +"pop-up window, as well. If this checkbox is ticked, only one payment is " +"created, instead of one per bill. This option only appears if the *Batch " +"Payments* feature is enabled in the settings of the " +":menuselection:`Accounting` app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" -"When :guilabel:`Register Payment` is selected, a pop-up appears. In this " -"pop-up window, select the appropriate journal in the :guilabel:`Journal` " -"field, choose a payment date in the :guilabel:`Payment Date` field, and " -"choose a :guilabel:`Payment Method`. There is also the option to " -":guilabel:`Group Payments` on this pop-up, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:236 -msgid "" -"When ready, click the :guilabel:`Create Payment` button, which creates a " -"list of journal entries on a separate page. This list of journal entries are" -" all tied to their appropriate vendor bills." +"Once ready, click the :guilabel:`Create Payment` button. This creates a list" +" of journal entries on a separate page. The journal entries on this list are" +" all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:244 -msgid "" -"The :guilabel:`Register Payment` option for vendor bills in batches will " -"only work for journal entries whose :guilabel:`Status` is set to " -":guilabel:`Posted`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" @@ -33755,6 +34798,176 @@ msgstr "" msgid "Quality control basics" msgstr "" +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:3 +msgid "Failure locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 +msgid "" +"In Odoo, *quality control points* (QCPs) are used to create *quality " +"checks*, which prompt employees to confirm the quality of products, when " +"they are included in certain operations. By setting one or more *failure " +"locations* on a |QCP|, products that fail the quality checks it creates can " +"be sent to one of the specified locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 +msgid "" +"The *Failure Location* feature was added in version 17.0 of Odoo, and does " +"**not** appear in any previous version. To upgrade an Odoo database to a " +"more recent version, see the documentation on :doc:`database upgrades " +"<../../../../administration/upgrade>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 +msgid "" +"To use failure locations, the *Storage Locations* setting **must** be " +"enabled in the settings of the *Inventory* app. This setting allows for the " +"creation of sub-locations within a warehouse, including failure locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 +msgid "" +"To enable the *Storage Locations* setting, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " +"checkbox next to :guilabel:`Storage Locations`, under the " +":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The Storage Locations setting on the Inventory app settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 +msgid "" +"Failure locations are most effective when used for products configured as " +"*storable products*. This is because inventory counts are only tracked for " +"storable products, versus *consumable* products, for which exact counts are " +"not tracked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 +msgid "" +"Quality checks can still be created for consumable products, and those " +"products can be sent to a failure location if they fail a check. However, " +"Odoo does not track the exact quantity of a consumable product stored at a " +"failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 +msgid "" +"To configure a product as storable, navigate to :menuselection:`Inventory " +"app --> Products --> Products`, and select a product. In the " +":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " +"make sure that :guilabel:`Storable Product` is selected from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 +msgid "Add failure location to QCP" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 +msgid "" +"To add a failure location to a |QCP|, navigate to :menuselection:`Quality " +"app --> Quality Control --> Control Points`. Select an existing |QCP| from " +"the list, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 +msgid "" +"The following instructions only detail the configuration settings necessary " +"for adding a failure location to a |QCP|. For a full overview of |QCPs| and " +"all of the options available when configuring them, see the documentation on" +" :doc:`quality control points `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 +msgid "" +"In the :guilabel:`Control Per` field on the |QCP| form, select the " +":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" +" field to appear on the form. This field is only available when the " +":guilabel:`Quantity` option is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 +msgid "" +"In the :guilabel:`Failure Locations` field, select one or more locations " +"from the drop-down menu. To create a new location, type the desired location" +" name into the field, and then select :guilabel:`Create \"[name]\"` from the" +" drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "A QCP form in the Quality app, configured with a failure location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 +msgid "Send products to failure location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 +msgid "" +"Once a |QCP| has been configured with one or more failure locations, " +"products that fail a check created by the |QCP| can be routed to one of the " +"locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 +msgid "" +"To do so, open an order that requires a quality check created by a |QCP| " +"configured with a failure location. For example, navigate to " +":menuselection:`Inventory app --> Operations --> Receipts`, and select a " +"receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 +msgid "" +"At the top of the selected order, click the :guilabel:`Quality Checks` " +"button to open a pop-up window, from which the quality check can be " +"processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " +"button to fail the quality check, which opens a second pop-up window, titled" +" :guilabel:`Quality Check Failed for [Product]`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 +msgid "" +"In the :guilabel:`Quantity Failed` field, enter the quantity of the product " +"that failed to pass the quality check. In the :guilabel:`Failure Location` " +"field, select a location to which the failed quantity should be sent. Then, " +"click :guilabel:`Confirm` at the bottom of the pop-up window to close it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 +msgid "The pop-up window that appears after a quality check fails." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 +msgid "" +"Finally, on the order, click the :guilabel:`Validate` button at the top of " +"the page. Doing so confirms the products that failed the quality check were " +"sent to the failure location, while products that passed it were sent to " +"their normal storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 +msgid "View failure location inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 +msgid "" +"To view the product quantities stored in a failure location, navigate to " +":menuselection:`Inventory app --> Configuration --> Locations`. Select a " +"failure location from the list. Then, click the :guilabel:`Current Stock` " +"smart button on the location's page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 +msgid "" +"A failure location's page lists all of the products stored within the " +"location, along with the quantity of each." +msgstr "" + #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" diff --git a/locale/vi/LC_MESSAGES/marketing.po b/locale/vi/LC_MESSAGES/marketing.po index 98b964514..702edac51 100644 --- a/locale/vi/LC_MESSAGES/marketing.po +++ b/locale/vi/LC_MESSAGES/marketing.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" @@ -514,6 +514,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "Cài đặt" @@ -789,7 +790,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -3035,14 +3035,314 @@ msgstr "" msgid "Events" msgstr "Sự kiện" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3113,33 +3413,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3147,21 +3470,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3169,34 +3492,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3204,13 +3527,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3219,55 +3542,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3275,7 +3598,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3284,56 +3607,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3343,14 +3670,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3359,7 +3686,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3368,7 +3695,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3377,13 +3704,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3391,7 +3718,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3399,57 +3726,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3461,7 +3788,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3470,7 +3797,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3478,13 +3805,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3492,58 +3819,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "Mail" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3552,25 +3879,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3580,7 +3907,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3588,20 +3915,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3614,7 +3941,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3622,7 +3949,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3631,7 +3958,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3644,7 +3971,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3652,7 +3979,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3661,48 +3988,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3711,37 +4038,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3749,24 +4076,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3776,26 +4103,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3803,7 +4129,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3811,14 +4137,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3826,11 +4152,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3838,543 +4164,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -4785,123 +4599,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "Cấu hình" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5270,6 +5212,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5287,7 +5230,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5310,7 +5254,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5351,31 +5297,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5383,75 +5330,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "Bản ghi" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "Người tham gia" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "Quy trình các công việc" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "Hoạt động" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5459,98 +5406,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "Báo cáo" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "Double Opt-in" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9452,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10132,7 +10361,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10233,14 +10462,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10275,11 +10504,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10292,7 +10521,7 @@ msgid "Add a section" msgstr "Thêm phần" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10302,7 +10531,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10316,7 +10545,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10325,7 +10554,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10336,7 +10565,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "" @@ -10616,32 +10845,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10652,11 +10885,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10670,7 +10903,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10679,7 +10912,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10688,7 +10921,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10697,7 +10930,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10705,14 +10938,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10721,26 +10954,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10749,10 +10982,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10829,7 +11062,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11125,6 +11358,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11219,547 +11996,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/vi/LC_MESSAGES/sales.po b/locale/vi/LC_MESSAGES/sales.po index e2a723375..6409867d8 100644 --- a/locale/vi/LC_MESSAGES/sales.po +++ b/locale/vi/LC_MESSAGES/sales.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" @@ -71,7 +71,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -87,7 +88,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1574,7 +1575,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2585,6 +2586,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "" @@ -2768,6 +2770,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Phân tích chu trình" @@ -4982,6 +5151,44 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -4992,20 +5199,20 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5013,7 +5220,7 @@ msgid "" "Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5024,49 +5231,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5075,35 +5282,35 @@ msgid "" "variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5115,11 +5322,11 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5127,17 +5334,17 @@ msgid "" " deals." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5145,7 +5352,7 @@ msgid "" "assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5156,7 +5363,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5164,11 +5371,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5176,7 +5383,7 @@ msgid "" " Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5185,34 +5392,34 @@ msgid "" "rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5225,7 +5432,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5233,7 +5440,7 @@ msgid "" " :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5243,7 +5450,7 @@ msgid "" " salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5638,6 +5845,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "Đại lý" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6441,64 +6886,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7351,6 +7792,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7374,6 +7816,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" @@ -7906,39 +8349,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8227,6 +8674,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "Chiết khấu" @@ -8902,7 +9350,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9082,19 +9530,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9106,32 +9554,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Hóa đơn" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9143,43 +9591,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9189,23 +9637,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9219,7 +9667,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13284,7 +13732,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -13873,23 +14321,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -13902,7 +14404,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -13915,14 +14417,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -13934,14 +14436,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -13949,7 +14451,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -13957,7 +14459,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -13968,7 +14470,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -13981,7 +14483,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -13989,12 +14491,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16509,7 +17011,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -16985,13 +17487,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17000,7 +17554,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17009,13 +17563,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17027,35 +17581,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17063,7 +17617,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17072,7 +17626,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17080,14 +17634,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17101,7 +17655,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17109,29 +17663,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17143,47 +17697,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "Điều kiện" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17191,31 +17745,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17647,7 +18201,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18085,11 +18639,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18100,24 +18654,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18126,7 +18779,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18134,20 +18787,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18155,110 +18808,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18266,7 +18832,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18279,7 +18845,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18291,26 +18857,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18318,7 +18884,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18327,7 +18893,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18337,14 +18903,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18352,7 +18918,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18360,28 +18926,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18394,19 +18960,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18418,14 +18984,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18433,11 +18999,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18451,7 +19017,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18464,57 +19030,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19108,7 +19674,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19239,7 +19805,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19256,7 +19822,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19287,7 +19853,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19308,7 +19874,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20264,7 +20830,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20272,19 +20838,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20293,13 +20867,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20307,24 +20881,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20332,7 +20906,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20343,7 +20917,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20351,63 +20925,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20417,7 +20991,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20428,7 +21002,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20436,13 +21010,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " diff --git a/locale/zh_CN/LC_MESSAGES/administration.po b/locale/zh_CN/LC_MESSAGES/administration.po index 3277e8009..ed4b53fbb 100644 --- a/locale/zh_CN/LC_MESSAGES/administration.po +++ b/locale/zh_CN/LC_MESSAGES/administration.po @@ -27,7 +27,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -552,8 +552,8 @@ msgid "Deactivated features" msgstr "已停用功能" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" -msgstr "以下是已停用参数的不完全列表：" +msgid "Here is a non-exhaustive list of the deactivated features:" +msgstr "" #: ../../content/administration/neutralized_database.rst:26 msgid "" @@ -581,7 +581,11 @@ msgstr "交货方式" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr ":abbr:`IAP（应用内购买）` 令牌" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -4154,7 +4158,6 @@ msgstr "管理员" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -7441,14 +7444,7 @@ msgstr "2026 年 10 月（计划）" msgid "Odoo saas~16.4" msgstr "Odoo saas~16.4" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "2023 年 8 月" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "Odoo saas~16.3" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -7466,6 +7462,14 @@ msgstr "Odoo saas~16.3" msgid "|red|" msgstr "|red|" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "2023 年 8 月" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "Odoo saas~16.3" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "2023 年 6 月" diff --git a/locale/zh_CN/LC_MESSAGES/essentials.po b/locale/zh_CN/LC_MESSAGES/essentials.po index 64e1dedf4..d9e275131 100644 --- a/locale/zh_CN/LC_MESSAGES/essentials.po +++ b/locale/zh_CN/LC_MESSAGES/essentials.po @@ -12,17 +12,17 @@ # Mandy Choy , 2024 # 黎伟杰 <674416404@qq.com>, 2024 # Wil Odoo, 2024 -# Chloe Wang, 2024 # Jiaying Tan, 2024 +# Chloe Wang, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" -"Last-Translator: Jiaying Tan, 2024\n" +"Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -38,56 +38,55 @@ msgstr "Odoo 要点" msgid "Activities" msgstr "活动" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "*活动*是与 Odoo 数据库中的记录相关联的跟进任务。" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "表示不同活动的图标根据:ref:`活动类型 `的不同而有所变化：" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr ":guilabel:`🕘 (时钟)`：默认图标，如果没有安排其他事项则显示该图标。" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr ":guilabel:`📞 (电话)`：安排通电话任务会显示该图标。" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." -msgstr ":guilabel:`✉️ (信封)`：安排发邮件任务会显示该图标。" +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" +msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." -msgstr ":guilabel:`✔️ (复选标记)`：安排待办事项会显示该图标。" +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." +msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." -msgstr ":guilabel:`(一群人)`：安排会议活动会显示该图标。" +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." +msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." -msgstr ":guilabel:`(上传)`：安排上传文档任务会显示该图标。" +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." +msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." -msgstr ":guilabel:`(签名)`：安排请求签字任务会显示该图标。" +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." +msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "活动安排" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -98,15 +97,15 @@ msgstr "" "线程、:ref:`看板视图`、:ref:`列表视图`或:ref:`活动视图`" " 的页面中创建。" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "沟通栏" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "活动可以根据任何聊天记录中的内容进行创建。" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -120,28 +119,24 @@ msgstr "" msgid "New activity type form." msgstr "新活动类型表单。" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "看板视图" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." -msgstr "还可以在应用程序的看板视图中创建活动。" +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." -msgstr "高亮的看板图标位于顶部菜单栏中。" +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." +msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "创建活动需点击个人名片底部的的:guilabel:`🕘 (时钟)`图标。" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "点击 :guilabel:`+ 创建活动`，之后会跳转到:ref:`填写活动安排表单页面`。" @@ -151,101 +146,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "客户关系管理渠道的看板视图，以及安排活动的选项。" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." -msgstr "如果已经安排了一项活动，:guilabel:`🕘 (时钟)`图标会由代表其他已安排活动的图标代替。可以点击活动类型的图标来安排新活动。" +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." +msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "列表视图" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." -msgstr "活动也可以在列表视图中创建。" +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." +msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" -"如果 " -":guilabel:`活动`一列被隐藏，可以点击顶部菜单栏最右侧的:guilabel:`(切换其他选项)`图标找到。切换其他选项图标由两条横线和两点表示。" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." -msgstr "" -"之后点击 :guilabel:`🕘 (时钟)` 图标查看已创建的活动，再点击 :guilabel:`+ 创建活动`，即可 :ref:`填写活动安排表单 " -"`。" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "客户关系管理渠道的列表视图，以及安排活动的选项。" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "活动视图" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." -msgstr "Odoo 中大多数应用程度都有*活动*视图。如果有，就能在主菜单栏的右上角看到 :guilabel:`🕘 (时钟)` 活动图标。" +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." +msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." -msgstr "点击 :guilabel:`🕘 (时钟)` 活动图标进入活动视图。" +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." +msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." -msgstr "活动颜色及其与活动到期日的关系在整个 Odoo 中都是一致的，与活动类型或视图无关。" +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." +msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -253,11 +244,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "客户关系管理管道的活动视图，以及安排活动的选项。" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -266,12 +257,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "在表格中输入以下信息：" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -279,86 +270,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -366,7 +349,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -376,23 +359,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "CRM 潜在客户和安排活动的选项视图。" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -401,14 +384,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -420,11 +403,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -432,18 +415,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -452,26 +435,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -482,11 +465,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "活动类型" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -498,88 +481,98 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "这样就会显示 :guilabel:`活动类型` 页面，在这里可以找到现有的活动类型。" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"每个应用程序都有一个专用于该应用程序的*活动类型*列表。例如，要查看和编辑 *CRM* 应用程序可用的活动，请转到 " +":menuselection:`CRM 应用程序 --> 配置 --> 活动类型`。" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -587,13 +580,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -601,13 +594,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -615,27 +608,27 @@ msgid "" msgstr "" "创建活动时，将包含 :guilabel:`默认用户` 和 :guilabel:`默认摘要` 字段中的信息。但是，可以在计划或保存活动之前更改它们。" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -643,13 +636,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -657,19 +650,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -677,7 +670,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -688,14 +681,551 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 +#: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "联系人" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "联系登记表" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "联系方式" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "名称" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "地址" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "销售和采购选项卡" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "内部备注选项卡" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "导出和导入数据" diff --git a/locale/zh_CN/LC_MESSAGES/general.po b/locale/zh_CN/LC_MESSAGES/general.po index 25b2202d2..3fe13bc76 100644 --- a/locale/zh_CN/LC_MESSAGES/general.po +++ b/locale/zh_CN/LC_MESSAGES/general.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -3784,15 +3784,15 @@ msgstr "电子邮件未发送" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." -msgstr "显示电子邮件尚未发送的第一个指标是位于聊天工具中的邮件日期和时间旁边出现一个红色 :guilabel:`✉️ （信封）`图标。" +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." +msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "沟通栏中显示的红包图标。" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3803,11 +3803,11 @@ msgstr "" ":menuselection:`设置应用程序 --> 技术菜单 --> 电子邮件 --> 电子邮件` " "访问电子邮件队列。未发送的邮件显示为绿松石色，已发送的邮件显示为灰色。" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "常见错误消息" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "已达每日限额" @@ -3815,7 +3815,7 @@ msgstr "已达每日限额" msgid "Warning in Odoo upon email limit reached." msgstr "达到电子邮件限制时 Odoo 发出警告。" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3825,56 +3825,58 @@ msgstr "" "每个电子邮件服务提供商都有自己的电子邮件发送限制。这些限制可能是每天、每小时，有时甚至是每分钟。Odoo 也是如此，它会限制客户的发送量，以防止 " "Odoo 的电子邮件服务器被列入黑名单。" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "以下是新数据库的默认限制：" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "**每天 200 封电子邮件**，适用于具有有效订阅的 Odoo 云端版和 Odoo.sh 数据库。" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "**每天 20 封电子邮件**，适用于单一应用程序免费数据库。" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." -msgstr "**试用数据库每天 50 封电子邮件**。" +msgid "**50 emails per day** for one-app free and trial databases." +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "在迁移的情况下，每日限额可能会重设为每天 50 封电子邮件。" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "如果达到每日限额：" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" -msgstr "请联系 Odoo 支持团队，他们可能会根据以下因素提高每日限额：" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" +msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "数据库中有多少用户？" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "安装了哪些应用程序？" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "邮件退回率：由于邮件服务器在向最终收件人发送邮件的途中退回邮件，而未收到邮件的电子邮件地址的百分比。" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " @@ -3883,7 +3885,7 @@ msgstr "" "使用外部外发电子邮件服务器，以独立于 Odoo 的邮件限制（请参阅相应的 " ":doc:`电子邮件文档`）。" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -3894,7 +3896,7 @@ msgstr "" ":menuselection:`设置应用程序 --> 技术菜单 --> 电子邮件 --> 电子邮件`，然后点击未发送邮件旁边的 " ":guilabel:`重试` 按钮。" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3905,22 +3907,20 @@ msgstr "" "每日电子邮件限制是对数据库的综合限制。默认情况下，任何内部消息、通知、记录的备注等，如果是通过电子邮件通知他人的，都算作每日限额中的电子邮件。可以通过接收" " :ref:` Odoo ` 中的通知而不是电子邮件来减轻这种情况。" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "SMTP 错误" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -"简单邮件传输协议（SMTP）错误信息解释了电子邮件未能成功传输的原因。 " -"SMTP（简单邮件传输协议）是一种描述电子邮件结构的协议，通过互联网传输邮件数据。电子邮件服务生成的错误信息是诊断和排除电子邮件问题的有用工具。" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -3930,26 +3930,24 @@ msgstr "" "这是一个 554 SMTP 永久发送错误的示例：`554: 发送错误： 对不起，您发往 ------@yahoo.com 的邮件无法送达。此邮箱已禁用 " "(554.30)。- mta4471.mail.bf1.yahoo.com --- 这一行下面是信息的副本。" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -"调试菜单可用于调查数据库中的 SMTP 发送问题。要访问该菜单，必须激活 :ref:`开发者模式`。激活后，导航至菜单栏右上方的 :menuselection:`调试菜单`（guilabel:` 🐞(飞虫)` " -"图标），:menuselection:` 调试菜单 --> 管理邮件`。" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "通过 :guilabel:`管理信息` 菜单，可以打开特定记录中所有已发送信息的列表。每条信息都有发送信息，包括信息的类型和子类型。" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -3959,17 +3957,17 @@ msgstr "其他信息包括邮件的发送对象，以及 Odoo 是否收到了来 msgid "Manage messages menu option on the debug menu." msgstr "调试菜单上的管理消息菜单选项。" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "用户必须位于 Odoo 中具有聊天功能的视图上，才能显示 :guilabel:`管理消息` 菜单选项。" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "没有错误产生" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -3977,7 +3975,7 @@ msgid "" "correctly." msgstr "Odoo 并非总能提供失败原因的信息。不同的电子邮件提供商会对退回的电子邮件实施个性化政策，而 Odoo 并非总能正确理解这些政策。" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" @@ -3985,7 +3983,7 @@ msgid "" msgstr "" "如果同一客户或同一域反复出现这种问题，请立即联系 `Odoo 支持 `_ 以帮助查找原因。" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -4000,39 +3998,35 @@ msgstr "" "`mail.bounce.alias` 。在 :ref:`开发者模式` 中访问系统参数，方法是导航至 " ":menuselection:`设置应用程序 --> 技术菜单 --> 参数 --> 系统参数`。" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "电子邮件迟发" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" -"电子邮件活动在预定时间发送，使用数据库中预设的延迟时间。Odoo 使用延迟任务发送被认为 \"不紧急\" " -"的电子邮件（通讯格式，如：群发邮件、营销自动化和活动）。系统实用程序**cron**可用于安排程序在预定时间间隔内自动运行。Odoo " -"使用该策略以避免邮件服务器的杂乱，优先处理单个通信。该**cron**称为:guilabel:`邮件：邮件队列管理器\"，可在:ref:`开发者模式`下通过:menuselection:`设置应用程序-->技术菜单-->自动化-->预定操作`访问。" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "预定以后发送的电子邮件" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "什么是**cron**？cron 是 Odoo 在后台执行特定代码以完成任务的操作。" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -4045,43 +4039,41 @@ msgstr "" "数据库瘫痪（系统压力过大），因此不建议这样做。要编辑邮件群发 " "cron，请选择预定操作:guilabel:`邮件：电子邮件队列管理器`，然后进行必要的调整。" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "被认为是紧急的电子邮件（从一个人到另一个人的通信，如销售订单、发票、采购订单等）会立即发送。" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "收件" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -"当收到的电子邮件出现问题时，Odoo 本身可能不会有任何提示。发送电子邮件的客户端在尝试与数据库联系时，会收到退回信息（大多数情况下是 " -":guilabel:`550: 邮箱不可用` 错误信息）。" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "未收到电子邮件" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "应采取的步骤取决于数据库所在的 Odoo 平台。" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "**Odoo.sh** 用户可以在 :file:`~/logs/` 文件夹中找到他们的实时日志。" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -4093,7 +4085,7 @@ msgstr "" "日志是数据库中所有已完成任务的存储集合。它们是纯文本格式，带有在 Odoo " "数据库中执行的每项操作的时间戳。这有助于跟踪离开数据库的电子邮件。发送失败也可以通过日志看到，日志显示邮件曾多次尝试发送。日志将显示从数据库到电子邮件服务器的每个操作。" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " @@ -4102,7 +4094,7 @@ msgstr "" "Odoo.sh 数据库的 :file:`~/logs/` 文件夹（可通过命令行或 Odoo.sh 面板访问）包含数据库日志文件列表。日志文件每天早上 " "5:00 创建（UTC）。" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " @@ -4111,27 +4103,27 @@ msgstr "" "为了节省空间，最近的两天（今天和昨天）不会压缩，而较早的两天会压缩。今天和昨天的文件命名分别为：:file:`odoo.log` 和 " ":file:`odoo.log.1`。" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "对于接下来的日子，它们会以日期命名，然后压缩。使用 :command:`grep` 和 :command:`zgrep` 指令搜索文件。" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "有关日志以及如何通过 Odoo.sh 面板访问日志的更多信息，请参阅 :ref:`本管理文档 `。" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" "有关通过命令行访问日志的更多信息，请访问 :ref:`本开发者文档 `。" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" @@ -4140,18 +4132,18 @@ msgstr "" "**Odoo 云端版** 用户无法访问日志。不过，如果同一客户端或域出现重复性问题，可以联系 `Odoo 支持 " "`_。" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "获得 Odoo 支持帮助" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "为了有效地获得帮助，请提供尽可能多的信息。下面列出了在向 Odoo 支持团队咨询问题时可能有用的信息：" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -4163,13 +4155,13 @@ msgstr "" "发送电子邮件标题副本。电子邮件的`.EML`文件（或**标题**）是包含调查所需的所有技术信息的文件格式。电子邮件提供商的文档可能会解释如何访问 EML" " 文件/标题文件。获得电子邮件的标题后，将其添加到 Odoo 支持票单中是 Odoo 支持团队进行调查的最有效方式。" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "`Gmail 有关标题的文档`_" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "请解释在 Odoo 中正常接收这些邮件的具体流程。以下是一些问题的示例，回答这些问题会有所帮助：" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "这是 Odoo 收到回复的通知信息吗？" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "这是 Odoo 数据库发送的信息吗？" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "是使用了接收电子邮件的服务器，还是电子邮件被重定向了？" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "有没有正确转发电子邮件的示例？" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "回答下列问题：" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "这是一个通用问题，还是某个用例的特定问题？如果是针对某个用例，具体是哪个用例？" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " @@ -4220,17 +4212,15 @@ msgid "" msgstr "" "是否按预期运行？如果邮件是使用 Odoo 发送的，退回的邮件应到达 Odoo 数据库，并显示 :ref:`红色信封`。" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" -"需要在技术设置中设置退订系统参数，以便数据库正确接收退订信息。要访问此设置，请进入 :menuselection:`设置应用程序--> 技术菜单 -->" -" 参数 --> 系统参数`。然后选择参数名称 :guilabel:`mail.bounce.alias`，如果尚未设置，则将其值设为`退回`。" #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" diff --git a/locale/zh_CN/LC_MESSAGES/marketing.po b/locale/zh_CN/LC_MESSAGES/marketing.po index 9482ecfa5..6db380af1 100644 --- a/locale/zh_CN/LC_MESSAGES/marketing.po +++ b/locale/zh_CN/LC_MESSAGES/marketing.po @@ -19,7 +19,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -565,6 +565,7 @@ msgid "" msgstr "配置好所有需要的选项后，点击 :guilabel:`保存` 将筛选器/分组保存在大型下拉菜单的 :guilabel:`收藏` 部分。" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "设置" @@ -869,7 +870,6 @@ msgid "" msgstr "数据库中与配置的规则相匹配的 :guilabel:`记录` 数量会在配置的筛选规则下方以绿色显示。" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -1503,17 +1503,17 @@ msgstr "" msgid "" "Once a :guilabel:`Campaign Name` is entered and saved, additional buttons " "appear at the top of the campaign form." -msgstr "" +msgstr "输入并保存 :guilabel:`活动名称` 后，活动表单顶部会出现其他按钮。" #: ../../content/applications/marketing/email_marketing.rst:763 msgid "" "Those additional buttons are: :guilabel:`Send Mailing` and :guilabel:`Send " "SMS`." -msgstr "" +msgstr "这些附加按钮是：:guilabel:`发送邮件` 和 :guilabel:`发送短信`。" #: ../../content/applications/marketing/email_marketing.rst:766 msgid "Campaign form" -msgstr "" +msgstr "活动表单" #: ../../content/applications/marketing/email_marketing.rst:768 msgid "" @@ -1521,10 +1521,11 @@ msgid "" "or selecting an existing campaign from the :guilabel:`Campaigns` page) there" " are additional options and metrics available." msgstr "" +"在活动表单上（点击看板卡上的 :guilabel:`编辑` 后，或从 :guilabel:`活动` 页面选择现有活动后），还有其他选项和指标可用。" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "View of the campaign form in Odoo Email Marketing." -msgstr "" +msgstr "Odoo 电子邮件营销中的活动表单视图。" #: ../../content/applications/marketing/email_marketing.rst:775 msgid "" @@ -1533,12 +1534,14 @@ msgid "" ":guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Opportunities`, and" " :guilabel:`Clicks`." msgstr "" +"在表单顶部，可以看到各种智能按钮，展示与营销活动相关的特定分析。这些智能按钮包括：:guilabel:`收入`、:guilabel:`报价`、:guilabel:`商机`和:guilabel:`点击`。" #: ../../content/applications/marketing/email_marketing.rst:779 msgid "" "There are also buttons to :guilabel:`Send Mailing`, :guilabel:`Send SMS`, " ":guilabel:`Add Post`, and :guilabel:`Add Push` (push notification)." msgstr "" +"还有:guilabel:`发送邮件`、:guilabel:`发送短信`、:guilabel:`添加帖子`和:guilabel:`添加推送`（推送通知）按钮。" #: ../../content/applications/marketing/email_marketing.rst:783 msgid "" @@ -1546,16 +1549,18 @@ msgid "" "readily available, enter a :guilabel:`Campaign Name`, then save (either " "manually or automatically). Doing so reveals those buttons." msgstr "" +"如果没有 :guilabel:`发送邮件` 和 :guilabel:`发送短信` 按钮，请输入 " +":guilabel:`活动名称`，然后保存（手动或自动）。这样就会显示这些按钮。" #: ../../content/applications/marketing/email_marketing.rst:787 msgid "" "The status of the campaign can be viewed in the upper-right corner of the " "campaign form, as well." -msgstr "" +msgstr "活动的状态也可在活动表单的右上角查看。" #: ../../content/applications/marketing/email_marketing.rst:792 msgid "Create mailing campaign (from settings tab)" -msgstr "" +msgstr "创建邮件营销活动（通过“设置”选项卡创建）" #: ../../content/applications/marketing/email_marketing.rst:794 msgid "" @@ -1564,23 +1569,26 @@ msgid "" " new campaign. Then, select either :guilabel:`Create \"[Campaign Name]\"` or" " :guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" +"要在邮件表单的 :guilabel:`设置` 选项卡中创建新的活动，请单击 :guilabel:`活动` " +"字段，然后开始键入新活动的名称。然后，从出现的下拉菜单中选择 :guilabel:` 创建\"[活动名称]\"` 或 " +":guilabel:`创建并编辑...`。" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of the mailing campaign creation in the Settings tab of an email form." -msgstr "" +msgstr "在电子邮件表单的“设置”选项卡中创建邮件营销活动视图。" #: ../../content/applications/marketing/email_marketing.rst:803 msgid "" "Select :guilabel:`Create` to add this new mailing campaign to the database, " "and modify its settings in the future." -msgstr "" +msgstr "选择 :guilabel:`创建` 将新的邮件活动添加到数据库中，并在将来修改其设置。" #: ../../content/applications/marketing/email_marketing.rst:806 msgid "" "Select :guilabel:`Create and Edit...` to add this new mailing campaign to " "the database, and reveal a :guilabel:`Create Campaign` pop-up window." -msgstr "" +msgstr "选择 :guilabel:`创建和编辑...`，将新的邮件营销活动添加到数据库中，并弹出 :guilabel:`创建活动` 窗口。" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" @@ -1594,40 +1602,42 @@ msgid "" "the :guilabel:`Campaign Name`, assign a :guilabel:`Responsible`, and add " ":guilabel:`Tags`." msgstr "" +"在这里，可以进一步自定义新的邮件活动。用户可以调整 :guilabel:`活动名称`，指定 :guilabel:`负责人` 和添加 " +":guilabel:`标签`。" #: ../../content/applications/marketing/email_marketing.rst:816 msgid "" "Buttons to :guilabel:`Add Post` or :guilabel:`Send Push` (push " "notifications) are also available." -msgstr "" +msgstr "还提供 :guilabel:`添加帖子` 或 :guilabel:`发送推送` 按钮（推送通知）。" #: ../../content/applications/marketing/email_marketing.rst:818 msgid "" "There is also a status located in the upper-right corner of the " ":guilabel:`Create Campaign` pop-up window." -msgstr "" +msgstr "在 :guilabel:`创建活动` 弹出窗口的右上角还有一个状态。" #: ../../content/applications/marketing/email_marketing.rst:821 msgid "" "When all modifications are ready to be finalized, click :guilabel:`Save & " "Close`. To delete the entire campaign, click :guilabel:`Discard`." -msgstr "" +msgstr "所有修改准备就绪后，点击 :guilabel:`保存并关闭`。要删除整个活动，请点击 :guilabel:`废弃`。" #: ../../content/applications/marketing/email_marketing.rst:826 msgid ":doc:`email_marketing/unsubscriptions`" -msgstr "" +msgstr ":doc:`email_marketing/unsubscriptions`" #: ../../content/applications/marketing/email_marketing.rst:827 msgid ":doc:`email_marketing/lost_leads_email`" -msgstr "" +msgstr ":doc:`email_marketing/lost_leads_email`" #: ../../content/applications/marketing/email_marketing.rst:828 msgid ":doc:`email_marketing/analyze_metrics`" -msgstr "" +msgstr ":doc:`email_marketing/analyze_metrics`" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:3 msgid "Analyze metrics" -msgstr "" +msgstr "分析指标" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:7 msgid "" @@ -1638,16 +1648,18 @@ msgid "" "`, that can be interpreted to improve future " "campaigns." msgstr "" +"为了正确理解电子邮件营销活动的成败，有必要监控几个关键指标。从这些指标中获得的见解可用于优化未来的营销活动。Odoo 的 *电子邮件营销* " +"应用程序可跟踪多个 :ref:`关键指标 `，通过解读这些指标，可改进未来的营销活动。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:13 msgid "View metrics" -msgstr "" +msgstr "查看指标" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:15 msgid "" "After a mass mail has been sent, the results for that particular mailing are" " displayed in multiple locations." -msgstr "" +msgstr "群发邮件发出后，该邮件的结果会显示在多个位置。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18 msgid "" @@ -1658,32 +1670,34 @@ msgid "" "record. At the top of the record, detailed metrics are displayed as smart " "buttons." msgstr "" +"要访问单个邮件的指标，请导航至 :menuselection:`电子邮件营销应用程序 --> " +"邮件`。在列表视图中找到特定邮件，使用列标题查看该邮件的结果。点击列表中的邮件之一，打开记录。在记录顶部，详细指标以智能按钮的形式显示。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst-1 msgid "" "The smart buttons on a mass mailing, displaying the results of the message." -msgstr "" +msgstr "群发邮件上的智能按钮，显示邮件结果。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:28 msgid "" "Click on the smart buttons to see the recipient records for each metric." -msgstr "" +msgstr "点击智能按钮，查看每个指标的收件人记录。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:33 msgid "Opened rate" -msgstr "" +msgstr "打开率" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:35 msgid "" "The *Opened* rate measures the percentage of emails opened by recipients " "against the total number of sent emails." -msgstr "" +msgstr "*打开*率衡量的是收件人打开的邮件占发送邮件总数的百分比。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:38 msgid "" "A high open rate may indicate that the subject line was timely, compelling, " "and successfully prompted the recipients to view the message." -msgstr "" +msgstr "打开率高可能表明，主题发送及时、引人注目，成功吸引收件人查看邮件。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:41 msgid "" @@ -1693,45 +1707,47 @@ msgid "" ":doc:`configure the proper DNS records " "<../../general/email_communication/email_domain>`." msgstr "" +"打开率低可能表明主题行未能引起收件人的兴趣。这也可能表明，由于发件人信誉不佳或未能 :doc:`配置适当的 DNS 记录 " +"<.../../general/email_communication/email_domain>`，电子邮件最终被放入垃圾邮件文件夹。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:46 msgid "Replied rate" -msgstr "" +msgstr "回复率" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:48 msgid "" "The *Replied* rate measures the percentage of recipients who responded to " "the email directly against the total number of sent emails." -msgstr "" +msgstr "*已回复*率衡量的是直接回复邮件的收件人占发送邮件总数的百分比。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:51 msgid "" "A high replied rate may indicate the email resonated with recipients, " "prompting them to take action or provide feedback." -msgstr "" +msgstr "回复率高可能表明电子邮件引起了收件人的共鸣，促使他们采取行动或提供反馈。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:54 msgid "" "A low replied rate may suggest that the message lacked relevance or did not " "contain a clear call to action." -msgstr "" +msgstr "回复率低可能表明信息缺乏相关性，或没有明确的行动号召。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:58 msgid "Clicked rate" -msgstr "" +msgstr "点击率" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:60 msgid "" "The *Clicked* through rate (CTR), measures the percentage of recipients who " "clicked on a link within the email against the total number of sent emails." -msgstr "" +msgstr "*点击*率（CTR）衡量的是点击邮件中链接的收件人占发送邮件总数的百分比。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:63 msgid "" "A high |CTR| may indicate the email content was relevant and appropriately " "targeted. Recipients were motivated to click the links provided, and likely " "found the content engaging." -msgstr "" +msgstr "高点击率 |CTR| 表明电子邮件内容相关性强，目标受众准确。收件人产生兴趣并点击提供的链接，并且很可能觉得内容吸引人。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:66 msgid "" @@ -1739,23 +1755,23 @@ msgid "" "itself. Recipients may have been unmotivated by the calls to action, if " "there were any, or the message itself may have been directed toward the " "wrong audience." -msgstr "" +msgstr "低点击率 |CTR| 可能表明定位或内容本身存在问题。收件人可能没有被吸引，或者信息本身的目标受众不对。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:71 msgid "Received rate" -msgstr "" +msgstr "接收率" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:73 msgid "" "The *Received* rate measures the percentage of emails that were successfully" " delivered against the total number of sent emails." -msgstr "" +msgstr "*接收*率衡量的是成功送达的邮件占发送邮件总数的百分比。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:76 msgid "" "A high received rate can indicate that the mailing list used is up to date " "and the sender authentication is trusted by email providers." -msgstr "" +msgstr "高接收率表明所使用的邮件列表是最新的，发件人认证也得到了电子邮件提供商的信任。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:79 msgid "" @@ -1763,22 +1779,24 @@ msgid "" "for the mailing or with the sender authentication. View the :ref:`email-" "marketing/deliverability-issues` section for more information." msgstr "" +"接收率低可能表明邮件使用的邮件列表或发件人身份验证存在问题。请查看 :ref:`email-marketing/deliverability-" +"issues` 部分了解更多信息。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:84 msgid "Bounced rate" -msgstr "" +msgstr "退回率" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:86 msgid "" "The *Bounced* rate measures the percentage of emails that were " "unsuccessfully delivered, against the total number of sent emails." -msgstr "" +msgstr "*退回*率衡量的是发送失败的邮件占发送邮件总数的百分比。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:89 msgid "" "A high bounce rate could indicate issues either with the mailing list used " "for the mailing or with the sender authentication." -msgstr "" +msgstr "高退回率可能表明邮件列表或发件人身份验证存在问题。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:92 msgid "" @@ -1786,23 +1804,25 @@ msgid "" "the sender authentication is trusted by email providers. View the " ":ref:`email-marketing/deliverability-issues` section for more information." msgstr "" +"退回率低表明所使用的邮件列表是最新的，发件人验证也得到了电子邮件提供商的信任。请查看 :ref:`email-" +"marketing/deliverability-issues` 部分了解更多信息。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:99 msgid "Deliverability issues" -msgstr "" +msgstr "送达问题" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:101 msgid "" "The following define possible reasons for a high bounce rate or low received" " rate:" -msgstr "" +msgstr "以下是退回率高或接收率低的可能原因：" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:103 msgid "" "Using a mailing list that contains outdated contact information, or " "malformed email addresses are likely to result in a high bounce rate and/or " "a low received rate." -msgstr "" +msgstr "使用包含过时联系信息或畸形电子邮件地址的邮件列表，很可能会导致高退回率和/或低接收率。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:105 msgid "" @@ -1810,6 +1830,8 @@ msgid "" "domain are likely to bounce with certain email providers due to failing " ":ref:`DMARC authentication `." msgstr "" +"使用与发件人域名不同的 *来自* 电子邮件地址发送的邮件，在某些电子邮件提供商处可能会因 :ref:`DMARC 验证 " +"` 失败而被退回。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:108 msgid "" @@ -1817,18 +1839,20 @@ msgid "" "<../../general/email_communication/email_domain>` can also result in a high " "bounce rate." msgstr "" +"未能 :doc:`配置正确的 DNS 记录 <../../general/email_communication/email_domain>` " +"也会导致高退回率。" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:112 msgid ":ref:`Mailing campaigns `" -msgstr "" +msgstr ":ref:`邮件活动 `" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:113 msgid ":doc:`Manage unsubscriptions `" -msgstr "" +msgstr ":doc:`管理取消订阅`" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:3 msgid "Lost leads reactivation email" -msgstr "" +msgstr "丢失潜在客户重新激活电子邮件" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:5 msgid "" @@ -1836,6 +1860,7 @@ msgid "" "still be targeted with the *Email Marketing* application for strategic " "campaign purposes, such as lost leads reactivation." msgstr "" +"在 Odoo 中，丢失的潜在客户会从活动的*CRM*管道中移除，但仍可针对*电子邮件营销*应用程序进行战略活动，例如重新激活丢失的潜在客户。" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:8 msgid "" @@ -1870,7 +1895,7 @@ msgstr "" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:22 msgid ":guilabel:`Created on` *>=* `01/01/2024 00:00:01`" -msgstr "" +msgstr ":guilabel:`创建于` *>=* `01/01/2024 00:00:01`" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:23 msgid ":guilabel:`Stage` *is not in* `New`, `Qualified`, or `Won`" @@ -1901,15 +1926,15 @@ msgstr "" msgid "" "To view a list of all matching records, click the :guilabel:`# record(s)` " "text." -msgstr "" +msgstr "查看所有匹配记录的列表，请点击 :guilabel:`# record(s)` 文本。" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0 msgid "The # record(s) text is located below the list of Recipient filters." -msgstr "" +msgstr "# record(s) 文本位于收件人筛选器列表下方。" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:43 msgid "Minimum requirements" -msgstr "" +msgstr "最低要求" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:45 msgid "" @@ -3246,14 +3271,314 @@ msgstr ":doc:`mailing_lists`" msgid "Events" msgstr "活动" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "`Odoo 教程：活动 `_" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "在 Odoo 活动应用程序中，使用看板视图对活动设置进行概览。" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "追踪和管理会谈" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3324,33 +3649,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3358,21 +3706,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3380,34 +3728,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3415,13 +3763,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3430,55 +3778,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3486,7 +3834,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3495,56 +3843,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3554,14 +3906,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3570,7 +3922,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3579,7 +3931,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3588,13 +3940,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3602,7 +3954,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3610,57 +3962,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3672,7 +4024,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3681,7 +4033,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3689,13 +4041,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3703,58 +4055,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "邮件" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3763,25 +4115,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3791,7 +4143,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3799,20 +4151,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "问题选项卡" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3825,7 +4177,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3833,7 +4185,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3842,7 +4194,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3855,7 +4207,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3863,7 +4215,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3872,48 +4224,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3922,37 +4274,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3960,24 +4312,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3987,26 +4339,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "发布的活动" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -4014,7 +4365,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -4022,14 +4373,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -4037,11 +4388,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -4049,612 +4400,31 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" msgstr "" -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "活动要点" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" -"Odoo Events " -"为活动协调人员提供了大量规划、沟通和报告工具，为客户创造身临其境、引人入胜的体验。具体而言，工作人员可以在网站上创建和发布活动，在线销售门票，使用 " -"Odoo 条形码扫描门票，自动发送电子邮件，并在活动接受注册后生成丰富的报告数据。" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "看板概念和组织" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" -"要开始使用，请单击主仪表板上的 " -":guilabel:`活动`应用程序，然后就会跳转到包含各种管道阶段的看板视图。每个活动卡片上都列出了关键信息，如活动日期/时间以及预期（和已确认）的参与者人数。" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "要创建新阶段，请单击 :guilabel:`添加列` 并提供一个合适的标题，以反映该阶段目的。" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" -"要重新组织阶段，只需将它们拖放到正确的顺序中即可。在看板中，可以通过每个阶段标题右侧的\"设置\"菜单（由齿轮图标表示）将阶段\"折叠\"，以获得更简洁的展示效果。" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "默认情况下，齿轮图标是隐藏的，鼠标移过时，会出现在 :guilabel:`+` 图标旁边。" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "点击后，将出现一个设置下拉菜单。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "在 Odoo 活动应用程序中，使用看板视图对活动设置进行概览。" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "创建新事件" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "要创建一个事件，请从 \"事件\" 仪表板点击 :guilabel:`创建`。然后，Odoo 会将页面导向空白的活动模板表单。" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "从事件表单中填写必要的字段，可以从 Odoo 数据库中的现有数据中选择，也可以创建和编辑新的字段数据。为活动输入的关键信息包括：" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr ":guilabel:`事件名称`：给事件起一个标题。" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr ":guilabel:`日期`：包括事件的开始和结束日期/时间。" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "guilabel:`时区`：包括事件发生时的时区。" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "guilabel:`模板`：从预置的活动模板中选择，或创建自定义模板并将其连接到此处。" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" -"guilabel:`标签`：添加标签，简要说明事件的内容（如 \"展会\"）。标签有助于更好地组织看板中的活动卡片，在报告期间使用搜索筛选器时也很有用。" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr ":guilabel:`组织者`：详细说明活动的组织者。此字段通常为拥有 Odoo 数据库的公司或供应商。" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "guilabel:`负责人`：指定负责组织活动的负责人。" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "guilabel:`网站`：指明事件应发布到哪个 Odoo 网站。" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "guilabel:`地点`：如果是新记录，请在此处列出地点详情，或者从现有地点中选择。" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr ":guilabel:`限制注册人数`：启用后，此设置会将参与者注册人数限制在指定数量内" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "guilabel:`自动确认`：启用此设置后，将跳过通过电子邮件发送给活动注册者的确认请求，并自动确认他们的注册。" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" -"设置好活动表单中的字段后，请转到 :guilabel:`技术支持请求` 和 :guilabel:`沟通` 选项卡，如果注册需要其他信息，还可选择 " -":guilabel:`问题` 选项卡。" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "添加和销售活动门票" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" -"在 :guilabel:`门票` 选项卡下，为活动计划提供的每种门票添加行项目。于此，确定门票价格、注册开始/结束日期，以及可出售门票的最大数量。" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "如果活动不需要出售门票，则活动页面上默认会显示一个简单的 :guilabel:`注册` 按钮。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "查看 Odoo 活动中的门票选项卡。" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "向活动参与者自动发送电子邮件、文本和社交帖文" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" -"在 :guilabel:`沟通` 标签下，配置个性化电子邮件、短信或社交帖文消息，以便与活动与会者保持联系。对于每次沟通，请单击 " -":guilabel:`沟通` 标签表单中的 :guilabel:`添加一行`，然后使用 :guilabel:`模板` " -"列的下拉菜单选择（或创建）沟通模板。" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" -"然后，定义发送频率的 :guilabel:`间隔` 和 :guilabel:`单位` 时间；使用这些时间字段指定沟通频率：以 " -":guilabel:`小时`, :guilabel:`日`, :guilabel:`周` 或 :guilabel:`月` 为单位。还可以选择在指定的 " -":guilabel:` 触发器\" 激活后 \"立即\" 发送沟通信息。" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" -"在最后一栏中，确定 :guilabel:` " -"触发器\"，以控制发送沟通信息的方式和时间。请在:guilabel:`活动发生前`、:guilabel:`每次注册后`或:guilabel:`活动发生后`之间选择。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "查看 Odoo 活动中的沟通选项卡。" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "在活动注册时附上调查问卷" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "在活动报名期间开展问卷调查，能有效提前了解活动参与者的愿望、需求和兴趣。问卷还可作为信息分析工具，在活动举办之前（或之后）进行报告。" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" -"要创建问卷，请从 :guilabel:`活动` 应用程序导航至 :menuselection:`配置 --> 设置`，然后启用 " -":guilabel:`问题` 设置。" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" -"启用该设置后，现在可在活动表单的 :guilabel:`问题` 选项卡下添加（并记录）问题和答案。对于每个问题，可使用 " -":guilabel:`每个订单询问一次` 复选框指定是否只问一次，或问题是否为 :guilabel:`必填答案` 复选框，这将使问题在注册时成为必填项。" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "如果勾选 :guilabel:`每个订单询问一次` 复选框，那么包含 3 位活动参与者的注册只会显示问卷一次。" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" -"有两种 :guilabel:`问题类型` 可供选择：:guilabel:`选择题` 和 " -":guilabel:`问答题`。guilabel:`选择题'类型允许参与者从预先配置的选项中选择答案，这些选项可在下面的:guilabel:`答案'选项卡中输入。:guilabel:`问答题`" -" 类型允许参与者在文本框中填写答案。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "查看活动表单，打开问题选项卡并添加问题。" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "记录内部备注或添加门票说明" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "在 :guilabel:`备注` 选项卡中，可选择添加 :guilabel:`备注` 和/或 :guilabel:`门票说明`。" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" -"在 :guilabel:`备注` 部分，可留下内部备注（如：待办事项列表、联络信息等），供活动工作人员参考。在 :guilabel:`门票说明` " -"部分，可分享对工作人员和参与者有用的参考信息（如前往会场的路线、开幕/闭幕时间等）。" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" -"在任一文本字段（:guilabel:`备注`或 :guilabel:`门票说明`）中键入 `/`，显示 :guilabel:` " -"结构`选项的子菜单。这些选项提供各种格式选项，确保重要的内部信息有条不紊，便于活动工作人员查看。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "查看 Odoo 活动中的备注选项卡。" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "邀请参与者参加活动" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "要邀请他人参加活动，请单击活动表单左上角的 :guilabel:`邀请` 按钮。" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "邀请模板表单内有发送电子邮件或短信邀请的选项。每条信息都可完全自定义，并可添加收件人。" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" -"邀请信息必须添加 :guilabel:`主题` 行，:guilabel:`预览文本` 字段可选填。guilabel:`预览文本` " -"是一个引人注目的预览句，旨在吸引收件人打开邮件。" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "大多数情况下，:guilabel:`预览文本`会显示在主题旁边。请将此字段保持为空，以确保显示电子邮件内容的第一个字符。" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "选择受邀者和配置收件人筛选器" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" -"在邀请表格中间，找到并点击 :guilabel:`收件人` 字段，显示收件人选项的下拉菜单。这些选项表示 Odoo 将在何处找到所需的收件人信息。" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" -"一旦从该菜单中选择了一个选项（例如：guilabel:`申请人`、:guilabel:`联系人`、:guilabel:`活动注册`、:guilabel:`潜在客户/商机`等），Odoo" -" 将向符合该初始规则的所有收件人发送邀请。点击 :guilabel:`添加筛选器` 可添加其他规则，以缩小目标收件人范围。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "查看 Odoo Events 中收件人字段下方的添加筛选器按钮。" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" -"点击 :guilabel:`添加筛选器` 会显示三个字段，格式类似方程式。要显示子菜单选项，请单击每个字段，并进行所需的选择，直到获得所需的配置。在 " -":guilabel:`收件人` 字段的右侧，以绿色显示符合规则的 :guilabel:`记录` 数量。" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" -"每条规则的右侧都有 :guilabel:`x`、:guilabel:`+` 和 :guilabel:`...` 图标。:guilabel:`x` " -"图标用于删除规则中的特定节点（行）。:guilabel:`+` 图标用于将一个节点（行）添加到规则中。而 :guilabel:`...` " -"图标则用于为节点添加一个分支。分支表示在规则中添加了两个额外的缩进子节点，使其上方的行更加具体。" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "创建自定义活动邀请" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" -"在 :guilabel:`邮件正文` 选项卡中，有许多预配置的邮件模板可供选择。选择所需的模板，并使用 Odoo " -"位于右侧边栏的拖放式网页制作工具，修改每个设计细节。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "查看用于定制活动邀请电子邮件的拖放构建模块。" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" -"要从头开始创建电子邮件活动邀请，请选择 :guilabel:`空白文本` 模板，Odoo 会提供一个空白电子邮件画布，可通过使用可接受斜线 " -"(`/`)指令的前端富文本编辑器，或在启用 :ref:`开发者模式` 并点击 :guilabel:`` 图标时使用" -" XML 代码编辑器进行自定义。" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" -"只有当事件邀请 :guilabel:`邮件类型` 指定为 :guilabel:`邮件` 时，:guilabel:`邮件正文` " -"选项卡（和模板选项）才可用。如果 :guilabel:`短信` 为 :guilabel:`邮件类型`，则 :guilabel:`短信内容` " -"选项卡（由空白文本空间组成）可用。" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "修改活动邀请设置" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "根据指定的 :guilabel:`邮件类型` 选项卡，\"guilabel:`设置\" 选项卡下的选项会有所不同。" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" -"如果 :guilabel:`邮件类型' 选项为 :guilabel:`电子邮件` ，则可以指定一名员工为 " -":guilabel:`负责人`，即负责此特定邀请信息。 还可以指定 :guilabel:`发送自` 和 :guilabel:`回复至` 电子邮件别名。" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "此外，如果活动邀请需要（或需要帮助）任何特定文件，可通过点击 :guilabel:`附加文件` 并添加相应文件，与此电子邮件一起发送。" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" -"如果 :guilabel:`邮件类型' 选项为 :guilabel:`短信` ，则可以指定一名员工为 " -":guilabel:`负责人`，并提供`包括退出链接` 选项。" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "向收件人发送活动邀请" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" -"如果选择的 :guilabel:`邮件类型` 为 " -":guilabel:电子邮件l`，则有三个发送邀请的选项：:guilabel:`发送`、:guilabel:`计划` 和 :guilabel:`测试`。" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" -"使用 :guilabel:`发送` 选项可立即发送邀请。使用 " -":guilabel:`计划`选项，会弹出窗口，可选择发送电子邮件的预定日期/时间。:guilabel:`测试`选项会弹出一个:guilabel:`测试邮件`弹窗，在此可输入特定的收件人电子邮件地址，以便" -" Odoo 在正式发送给活动预参与者之前，向他们发送当前版本的邮件以供查阅。" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" -"如果选择的 :guilabel:`邮件类型` 为 " -":guilabel:`短信`，则有四个发送邀请的选项：:guilabel:`放入队列`、:guilabel:`立即发送`、:guilabel:`计划`和" -" :guilabel:`测试`。" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" -"通过 :guilabel:`放入队列` 选项，可在将来向所有符合指定规则（如有）的收件人发送短信。点击 " -":guilabel:`放入队列`，会弹出一个要求确认的窗口。确认后，活动邀请模板表单上会出现一个蓝色横幅，显示短信将在当日稍晚发送。" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" -"对于 :guilabel:`邮件类型` 两个选项，:guilabel:`立即发送`、:guilabel:`计划` 和 :guilabel:`测试` " -"的功能相同。" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" -"在发布活动之前，该活动将一直隐藏在网站上，公众无法查看，也无法注册。要发布活动，可从 Odoo 后台通过 :guilabel:`活动` " -"应用程序导航到该活动，或以授权用户或管理员身份通过前台访问隐藏的活动页面。" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" -"如果从后台导航，请转到活动表单，然后单击 :guilabel:`转至网站` " -"智能按钮，即可转到网站（前端）上的活动页面。如果从前端开始，只需导航到需要发布的活动页面即可。" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" -"无论通过哪种途径，活动页面都只能从前台发布。在网站活动页面的右上角，将红色的 :guilabel:`未发布` 状态切换为绿色的 " -":guilabel:`已发布` 状态。这样，公众就可以立即在网站上访问活动页面。" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "查看网站页面和在 Odoo 活动应用程序中发布活动的选项。" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" - #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" "The Odoo *Events* application provides the ability to customize and " @@ -5065,133 +4835,252 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "销售门票" - #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -"直接在活动模板表单的 :guilabel:`门票` 选项卡下创建自定义门票等级（包含不同价位）供预参与者选择。Odoo " -"提供多样付款方式选项，简化了门票购买流程。" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "配置" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -"首先，要创建（和销售）活动门票，请访问 :menuselection:`配置 --> 设置`，然后启用 :guilabel:`门票` 和 " -":guilabel:`在线票务` 功能。" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." -msgstr "通过 :guilabel:`门票` 功能，可以出售活动门票。" +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." +msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." -msgstr "guilabel: \"在线票务\" 功能允许通过网站进行票务销售。" +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." +msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." -msgstr "如果这些选项*未*启用，将有一个默认的 :guilabel:`注册` 按钮，用于免费注册。" +"becomes available for visitors to interact with and procure free " +"registrations to the event." +msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "查看 Odoo 活动的设置页面。" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" -msgstr "通过销售订单销售门票" - -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:42 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -"在 :guilabel:`销售` " -"应用程序中，选择先前创建的活动注册（如同产品），并将其添加为产品系列。添加注册后，会出现一个弹出窗口，允许选择特定活动（和门票类别）。然后，相应的活动门票就会附加到销售订单中。" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." -msgstr "在 Odoo 活动中查看销售订单并选择特定事件。" - -#: ../../content/applications/marketing/events/sell_tickets.rst:40 -msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -"在线或通过销售订单售票的活动有一个:guilabel:`销售智能按钮`快捷方式，位于活动模板表单顶部（在:guilabel:`活动`应用程序中）。" -#: ../../content/applications/marketing/events/sell_tickets.rst:43 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." -msgstr "点击:guilabel:`销售智能按钮` 会显示与该事件相关的所有销售订单页面。" +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:56 +msgid "" +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." +msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "查看 Odoo 活动应用程序中的活动表单和销售智能按钮。" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." -msgstr "在 Odoo 活动工单选项卡下突出显示“产品”列的活动表单视图。" - -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" -msgstr "通过网站销售门票" - -#: ../../content/applications/marketing/events/sell_tickets.rst:58 -msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -"通过网站购买门票的过程类似于创建具有特定 :guilabel:`注册` 产品的 :guilabel:`销售订单` " -"。于此，门票可添加到虚拟购物车中，交易可以像往常一样，使用网站上预先设置的付款方式选项完成。" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." -msgstr "已完成的采购会自动生成一个 :guilabel:`销售订单` 文件，可在数据库的后端轻松访问。" +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:74 +msgid "" +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." +msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." -msgstr "查看 Odoo 活动中的网站交易。" +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." +msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" -msgstr "追踪和管理会谈" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." +msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" @@ -5590,6 +5479,7 @@ msgstr "" ":guilabel:`活动`仪表板。在此处，点击 :guilabel:`新建` 按钮以显示新活动表单。" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "活动模板" @@ -5609,10 +5499,9 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" -"要开始使用模板，请从 Odoo 主仪表板导航至 :menuselection:`市场营销自动化` 应用程序，打开 " -":guilabel:`活动`仪表板，其中显示六个活动模板卡：" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`🏷️ Tag Hot Contacts`" @@ -5634,8 +5523,10 @@ msgid "" msgstr ":guilabel:`向新用户发送欢迎电子邮件，删除退回的地址。`" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" -msgstr ":guilabel:`☑️ 双重确认订阅`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" +msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 msgid ":guilabel:`Send an email to new recipients to confirm their consent.`" @@ -5675,13 +5566,13 @@ msgid "" "Automation app." msgstr "营销自动化应用程序“营销活动”仪表板上的六个营销活动模板卡。" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "这些模板可作为创建新活动的起点。点击其中一个模板卡即可打开活动表单。" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" @@ -5689,18 +5580,19 @@ msgid "" msgstr "" "要在创建活动后再次显示活动模板卡，请在 :guilabel:`搜索...` 栏中键入数据库中**不**存在的活动名称，然后按 :kbd:`回车键`。" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "例如，搜索 `empty` 时，只要数据库中没有名称为 \"empty\" 的活动，就会再次显示活动模板卡。" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "目标和筛选器" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5710,75 +5602,75 @@ msgstr "" "在营销活动表单中，:guilabel:`目标` 和 :guilabel:`筛选器` " "部分（也称为域）包含用于定义营销活动覆盖的目标受众（即数据库中的唯一联系人记录）的字段。" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "目标受众指定了可在营销活动中使用的记录类型，如*潜在客户/机会*、*活动注册*、*联系人*等。" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "记录" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "系统中符合活动指定标准的联系人被称为*记录*。" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "在营销活动的:guilabel:`筛选器`旁边显示的记录数量表示该营销活动的目标记录总数。" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "参与者" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "参与活动的记录被称为*参与者*。" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "参与测试运行的人数显示在 *测试* 智能按钮中，该按钮在测试运行后显示在活动表单的顶部。" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "正在进行或已停止的活动的参与者人数显示在活动表单顶部的 *参与者* 智能按钮中。" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr ":doc:`受众定位 `" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "工作流" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "*工作流程*由一个活动、多个活动或一系列活动组成。活动表单的 :guilabel:`工作流` 部分定义了活动的工作流程。" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "活动" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5786,64 +5678,64 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "*活动*是在活动中执行的沟通方法或服务器操作，按工作流程组织。运行后，每个活动都会以*成功*和*拒绝*计数的形式显示参与活动的人数。" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "要创建以下活动之一，请点击活动表单中 :guilabel:`工作流` 部分的 :guilabel:`添加新活动`：" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr ":ref:`电子邮件 `：发送给目标受众的电子邮件。" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr ":ref:`服务器操作 `：在数据库中执行的内部操作。" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr ":ref:`SMS `：发送给目标受众的文本信息。" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr ":doc:`marketing_automation/workflow_activities`" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "测试和运行" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "一旦创建了营销活动，就可以对其进行测试，以确保工作流程按预期运行，检查是否存在错误，并在到达目标受众之前纠正任何错误。" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "测试完成后，就可以启动营销活动，开始吸引目标受众。如果用户对工作流程有信心，也可以*不*进行测试，直接启动活动。" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr ":doc:`marketing_automation/testing_running`" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "报告" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " @@ -5851,34 +5743,316 @@ msgid "" msgstr "" "有一系列报告指标可用于衡量每个营销活动的成功与否。导航至 :menuselection:`营销自动化应用程序 --> 报告` 访问以下菜单选项：" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr ":guilabel:`链接追踪器`：显示链接的指标，以追踪点击次数。" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr ":guilabel:`追踪`：显示所有活动的结果。" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr ":guilabel:`参与者`：显示所有活动参与者的概览。" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "此外，活动工作流程中的每个活动都会显示其参与度指标。" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr ":doc:`marketing_automation/understanding_metrics`" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "双重选择" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "活动配置" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "受众定位" @@ -10130,7 +10304,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10823,7 +10997,7 @@ msgid ":doc:`create`" msgstr ":doc:`新建`" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr ":doc:`scoring`" @@ -10929,14 +11103,14 @@ msgid "" msgstr "在 :guilabel:`问题` 选项卡中查看、访问、添加和/或删除调查表中的问题和部分。" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10971,11 +11145,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10988,7 +11162,7 @@ msgid "Add a section" msgstr "添加小节" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10998,7 +11172,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -11012,7 +11186,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -11021,7 +11195,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -11032,7 +11206,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "“选项”选项卡" @@ -11312,32 +11486,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "描述选项卡" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -11348,11 +11526,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -11366,7 +11544,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -11375,7 +11553,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -11384,7 +11562,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -11393,7 +11571,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -11401,14 +11579,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -11417,26 +11595,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -11445,11 +11623,11 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" -msgstr ":doc:`time_random`" +msgid ":doc:`questions`" +msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 msgid "Live Session surveys" @@ -11525,7 +11703,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11821,6 +11999,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "创建问题" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "从以下 :guilabel:`问题类型` 中选择：" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "评分调查" @@ -11929,547 +12651,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "徽章在网站线上学习部分的外观示例。" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "创建问题" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "从以下 :guilabel:`问题类型` 中选择：" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/productivity.po b/locale/zh_CN/LC_MESSAGES/productivity.po index fa0a5cae5..bb02a61bb 100644 --- a/locale/zh_CN/LC_MESSAGES/productivity.po +++ b/locale/zh_CN/LC_MESSAGES/productivity.po @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -1246,7 +1246,7 @@ msgstr ":doc:`/applications/essentials/activities`" msgid "Chatter" msgstr "图表" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1257,17 +1257,17 @@ msgstr "" "整个 Odoo 都整合了*沟通栏*功能，以简化团队成员之间的沟通、保持可追溯性，并提供问责制。沟通栏窗口（称为 *聊天窗口* " "）位于数据库中的几乎每条记录上，允许用户与内部用户和外部联系人进行交流。" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "沟通栏聊天窗口还能让用户记录笔记、上传文件和安排活动。" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "沟通栏线程" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1276,7 +1276,7 @@ msgid "" msgstr "" "在数据库的大多数页面上都可以找到*沟通栏线程*，它记载了对记录的更新和编辑。更改时会在沟通栏线程中记录备注。备注包括更改的详细信息和时间戳。" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " @@ -1284,15 +1284,15 @@ msgid "" msgstr "" "用户 Mitchell Admin 需要更新联系人的电子邮件地址。保存对联系人记录的更改后，会在联系人记录的沟通栏中记录一条备注，其中包含以下信息：" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "发生更改的日期。" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "之前列出的电子邮件地址。" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "已更新的电子邮件地址。" @@ -1300,7 +1300,7 @@ msgstr "已更新的电子邮件地址。" msgid "A close up of a chatter thread with an update to a contact record." msgstr "更新联系人记录的沟通栏线程特写。" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1311,11 +1311,11 @@ msgstr "如果记录通过导入文件而创建或编辑，或者是通过系统 msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "OdooBot 创建的联系人记录的沟通栏线程特写。" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "增加跟踪者" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1325,13 +1325,13 @@ msgstr "" "*关注者*是根据特定的 :ref:`关注者订阅设置 `，添加到记录并在记录更新时收到通知的用户或联系人。关注者可以自己添加，也可以由其他用户添加。" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "如果用户创建了记录或被指派给了记录，他们就会被自动添加为关注者。" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1341,7 +1341,7 @@ msgstr "" "要追踪记录，请导航到任何有沟通栏线程的记录。例如，要打开*服务台*票单，请导航到:menuselection:`服务台应用程序 --> 工单 --> " "所有工单`，然后从列表中选择工单打开它。" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " @@ -1350,21 +1350,18 @@ msgstr "" "在右上方，即沟通栏聊天窗口上方，点击 :guilabel:`关注`。这样按钮就会变成 :guilabel:`关注中`。再点击一次，就会变成 " ":guilabel:`取消关注`。" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "管理关注者" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -"要添加其他用户或联系人为关注者，请点击 :guilabel:`👤（用户）` 图标。这将打开当前关注者的下拉列表。点击 " -":guilabel:`添加关注者`，弹出 :guilabel:`邀请关注者`窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " @@ -1373,30 +1370,27 @@ msgstr "" "从 :guilabel:`收件人` 下拉列表中选择一个或多个联系人。若要通知联系人，请勾选 :guilabel:`发送通知` " "复选框。根据需要编辑信息模板，然后点击 :guilabel:`添加关注者`。" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -"要移除关注者，请点击 :guilabel:`👤（用户）` 图标，打开当前关注者列表。找到要删除的关注者名称，点击 :guilabel:`x` 图标。" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "编辑关注者订阅" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -"关注者收到的更新会根据其订阅设置而有所不同。要查看关注者订阅的更新类型并编辑列表，请点击 :guilabel:`👤（用户）` " -"图标。在列表中找到相应的关注者，然后点击 :guilabel:`✏️（铅笔）` 图标。这将打开该关注者的 :guilabel:` 编辑订阅` 弹出窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1404,35 +1398,35 @@ msgid "" " a *CRM* opportunity." msgstr "可用的订阅设置列表因记录类型而异。例如，*服务台*工单的关注者可能会在工单评级时收到通知。而 *CRM* 商机的关注者则无法使用此选项。" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "勾选关注者应收到的更新，清除不应收到的更新。完成后点击 :guilabel:`应用`。" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "服务台工单上的“编辑订阅”窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "编辑订阅选项因记录类型而异。这些是服务台工单的选项。" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "记录备注" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "沟通栏功能包括在单个记录上记录内部备注的功能。这些备注只有内部用户才能访问，并可在任何具有沟通栏线程的记录上使用。" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1442,7 +1436,7 @@ msgstr "" "要记录内部备注，首先要导航到记录。例如，要打开 *CRM* 商机，请导航到 :menuselection:`CRM 应用程序 --> 销售 --> " "我的管道`，然后点击商机的看板卡打开它。然后，在右上角沟通栏聊天窗口的上方，点击 :guilabel:`记录备注`。" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1452,7 +1446,7 @@ msgstr "" "在沟通栏聊天窗口中输入备注。要标记内部用户，请键入 " "`@`，然后开始键入要标记的人的姓名。然后从下拉菜单中选择一个名字。根据用户的通知设置，他们会收到电子邮件通知或通过 Odoo 收到通知。" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1462,7 +1456,7 @@ msgid "" msgstr "" "外部联系人也可以被标记在内部日志备注中。然后，联系人会收到一封电子邮件，其中包含他们被标记的记录内容，包括直接添加到记录中的任何附件。如果他们回复了邮件，回复内容就会记录在沟通栏中，他们也会被添加为该记录的关注者。" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1472,11 +1466,11 @@ msgstr "" "外部联系人**无法**登录查看整个沟通栏线程，只能根据他们的 :ref:`关注者订阅设置 `，或当他们被直接标记时，才会收到特定更新的通知。" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "发送消息" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1486,7 +1480,7 @@ msgstr "" "沟通栏聊天窗口可以向外部联系人发送消息，而无需离开数据库或打开其他应用程序。这使得在*销售*和*客户关系管理* " "应用程序中与潜在客户进行沟通，或在*采购*应用程序中与供应商进行沟通变得很容易。" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1497,19 +1491,19 @@ msgstr "" "要发送信息，首先要导航到记录。例如，要从 *CRM* 商机发送消息，请导航到 :menuselection:`CRM 应用程序 --> 销售 --> " "我的管道`，然后点击商机的看板卡打开它。然后，在右上角沟通栏聊天窗口的上方，点击 :guilabel:`发送消息`。" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "按 :command:`Ctrl + Enter` 发送信息，而不是使用 :guilabel:`发送` 按钮。" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "如果有任何 :ref:`关注者 ` 已添加到记录中，他们将被添加为消息的收件人。" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1525,31 +1519,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "一个准备向客户关系管理线索的关注者和该线索记录上列出的客户发送消息的沟通栏聊天窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "展开完整聊天窗口" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "沟通栏聊天窗口可以展开到一个更大的弹出窗口，允许进行更多的自定义。" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." -msgstr "要打开完整的聊天窗口，请点击聊天窗口右下角的 :guilabel:`展开` 图标。" +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." +msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "沟通栏聊天窗口，强调展开图标。" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "沟通栏聊天窗口中的展开图标。" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1560,7 +1554,7 @@ msgstr "" "窗口。确认或编辑邮件的预期:guilabel:`收件人`，或添加其他收件人。:guilabel:`主题` " "字段根据记录的标题自动填充，但可根据需要进行编辑。" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " @@ -1569,96 +1563,91 @@ msgstr "" "要在信息中使用 :doc:`电子邮件模板<.../../general/companies/email_template/>` ，请从 " ":guilabel:`加载模板` 字段的下拉菜单中选择。" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "可用的模板数量和类型，会根据创建消息的记录而有所不同。" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." -msgstr "点击 :guilabel:`📎附件`，在邮件中添加任何文件，然后点击 :guilabel:`发送`。" +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." +msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "CRM 应用程序中扩展的完整沟通栏聊天窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "编辑已发送的信息" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "信息发送后可进行编辑，以修正错别字、改正错误或添加缺失的信息。" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "如果信息在发送后被编辑，更新后的信息将**不会**发送给收件人。" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" -"要编辑已发送的信息，请点击信息右侧的 :guilabel:`...（省略号）`图标菜单。然后选择 :guilabel:`编辑`。对信息进行必要的调整。" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "沟通栏线程中的编辑信息选项。" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "要保存更改，请按 :command:`Ctrl + Enter`。要放弃更改，请按 :command:`Escape`。" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "具有管理员级访问权限的用户，可以编辑任何已发送的信息。没有管理员权限的用户**只能**编辑自己创建的信息。" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "搜索消息" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "由于包含大量信息，沟通栏线程在一段时间后会变得很长。为了方便查找特定条目，用户可以在消息和备注文本中搜索特定关键词。" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" -"首先，选择有沟通栏线程的记录。例如，要搜索 *CRM* 商机，请导航到 :menuselection:`CRM 应用程序 --> 销售 --> " -"我的管道`，然后点击商机的看板卡打开它。然后，在右上角沟通栏聊天窗口上方，点击 :guilabel:`🔍（放大镜）` 图标打开搜索栏。" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." -msgstr "" -"在搜索栏中输入关键字或短语，然后点击 :command:`Enter`，或点击搜索栏右侧的 :guilabel:`🔍（放大镜）` " -"图标。任何包含输入的关键字或短语的信息或备注都会列在搜索栏下方，并突出显示关键字。" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " @@ -1666,24 +1655,24 @@ msgid "" msgstr "" "要直接转到沟通栏线程的某条消息，请将鼠标悬停在结果的右上角，以显示 :guilabel:`跳转` 按钮。点击该按钮即可转到该消息在主题中的位置。" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "在沟通栏线程中搜索结果，强调搜索图标和跳转按钮。" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "在沟通栏线程中搜索结果。将鼠标悬停在搜索结果的右上角，可以看到**跳转**选项。点击该选项可直接跳转到沟通栏线程中的该条信息。" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "活动安排" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " @@ -1691,7 +1680,7 @@ msgid "" msgstr "" "*活动*是与 Odoo 数据库中的记录相关联的后续任务。活动可安排在包含沟通栏线程、看板视图、列表视图或应用程序活动视图的任何数据库页面上。" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1701,7 +1690,7 @@ msgstr "" "要通过沟通栏线程安排活动，请点击任何记录的沟通栏顶部的 :guilabel:`活动` 按钮。在弹出的 :guilabel:`安排活动` " "窗口中，从下拉菜单中选择一个 :guilabel:`活动类型`。" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1711,26 +1700,26 @@ msgstr "" "每个应用程序都有一个专用于该应用程序的*活动类型*列表。例如，要查看和编辑 *CRM* 应用程序可用的活动，请转到 " ":menuselection:`CRM 应用程序 --> 配置 --> 活动类型`。" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "在弹出窗口 :guilabel:`活动安排` 中的 :guilabel:`摘要` 字段中输入活动标题。" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "从 :guilabel:`分配给` 下拉菜单中选择一个名称，将活动分配给不同的用户。否则，将自动分配给创建活动的用户。" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "请在可选的 :guilabel:`记录备注...`字段中，添加其他信息。" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1740,50 +1729,50 @@ msgstr "" "在弹出的 :guilabel:`活动安排` 窗口中，:guilabel:`截止日期` 字段会根据所选 :guilabel:`活动类型` " "的配置设置自动填充。但是，可以通过在 :guilabel:`截止日期` 字段中选择日历上的某一天来更改此日期。" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "最后，点击以下其中一个按钮：" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr ":guilabel:`计划`：将活动添加到 :guilabel:`计划活动`下的沟通栏。" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr ":guilabel:`标记为完成`：在 :guilabel:`今天` 沟通栏中添加活动的详细信息。该活动不会被安排，而是自动标记为已完成。" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr ":guilabel:`完成 \\& 安排下一个`：将任务标记为已完成并添加到:guilabel:`今天` 下，并打开新的活动窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr ":guilabel:`放弃`：放弃在弹出窗口上所做的任何更改。" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "已计划的活动会添加到沟通栏中，放在 :guilabel:`已计划活动` 下，并根据到期日期用颜色编码。" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1793,17 +1782,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1812,7 +1801,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1824,31 +1813,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "附加文件" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1856,27 +1845,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1884,17 +1872,17 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "集成" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "除了标准功能外，还可以启用其他整合功能，特别是*WhatsApp*和*Google 翻译*，以便与沟通栏协同工作。" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " @@ -1902,27 +1890,27 @@ msgid "" msgstr "" "在*WhatsApp*和*Google 翻译*整合与聊天工具一起使用之前，**必须**对它们进行配置。有关如何设置这些功能的分步说明，请参阅下面的文档：" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr ":doc:`WhatsApp <../whatsapp>`" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr ":doc:`Google 翻译<../../general/integrations/google_translate>`" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "*WhatsApp*是一款即时通讯和IP语音应用程序，允许用户收发信息和分享内容。" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" @@ -1931,7 +1919,7 @@ msgstr "" "*WhatsApp*是 Odoo 企业版专用应用程序，在 Odoo 社区版中**无法**使用。要注册 Odoo 企业版，请点击此处：`Odoo免费试用 " "`_。" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1943,7 +1931,7 @@ msgstr "" ":guilabel:`WhatsApp`按钮。如果为该模型找到一个或多个已批准的*WhatsApp*模板，点击该按钮就会打开一个 " ":guilabel:`发送 WhatsApp 消息` 弹出窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1956,17 +1944,17 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "弹出发送 WhatsApp 消息窗口。" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "Google 翻译" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "*Google 翻译*可用于翻译 Odoo 沟通栏中用户生成的文本。" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " @@ -1975,7 +1963,7 @@ msgstr "" "要在数据库上启用*Google 翻译*，必须首先 :doc:`通过`Google API 控制台 " "` 创建一个*API密钥*。" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " @@ -1984,25 +1972,23 @@ msgstr "" "创建 API 密钥后，导航至 :menuselection:`设置应用程序 --> 讨论部分`，并将密钥粘贴到 :guilabel:`消息翻译` " "字段。点击:guilabel:`保存`，以保存更改。" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" -"要从其他语言翻译用户文本，请点击沟通栏右侧的 :guilabel:`...（省略号）`图标菜单。然后，选择 :guilabel:`翻译`。内容将翻译为在" -" :doc:`用户偏好 <.../../general/users/language/>` 中设置的语言。" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." @@ -2010,15 +1996,15 @@ msgstr "" "使用 *Google 翻译* API **要求**需要拥有在 `Google `_ " "的当前计费帐户。" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr ":doc:`讨论 <../discuss>`" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr ":doc:`讨论频道 <../discuss/team_communication/>`" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr ":doc:`活动 <../../essentials/activities>`" @@ -8650,12 +8636,10 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" -"要使用这项服务，`请联系 Axivox `_ 开立账户。在执行此操作之前，请核实 " -"Axivox 是否覆盖公司所在区域以及公司用户希望呼叫的区域。" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 msgid "" diff --git a/locale/zh_CN/LC_MESSAGES/sales.po b/locale/zh_CN/LC_MESSAGES/sales.po index ecc8b189f..e8ef82234 100644 --- a/locale/zh_CN/LC_MESSAGES/sales.po +++ b/locale/zh_CN/LC_MESSAGES/sales.po @@ -21,17 +21,17 @@ # Jeffery CHEN , 2024 # Mandy Choy , 2024 # diaojiaolou <124412206@qq.com>, 2024 -# Wil Odoo, 2024 # Chloe Wang, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Chloe Wang, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -80,7 +80,8 @@ msgstr "在创建商机之前，*潜在客户*可作为资格审查步骤。这 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -96,7 +97,7 @@ msgstr "在创建商机之前，*潜在客户*可作为资格审查步骤。这 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -1711,7 +1712,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr ":guilabel:`验证潜在客户的时间`" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2742,6 +2743,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "查看结果" @@ -2931,6 +2933,173 @@ msgid "" "existing spreadsheet, and exported." msgstr "" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "流水线分析" @@ -5209,6 +5378,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5219,20 +5426,20 @@ msgstr "每个商机的成功概率都显示在机会表单上，并随着商机 msgid "The probability of success displayed on the opportunity form." msgstr "商机表格上显示的成功概率。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "当商机进入下一阶段时，其成功概率会根据预测性潜在客户评分算法自动增加。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "在 Odoo *CRM* 中，预测性潜在客户评分始终处于激活状态。不过，用于计算成功概率的变量可在设置中自定义。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5242,7 +5449,7 @@ msgstr "" "要自定义预测潜在客户评分使用的变量，请访问 :menuselection:`CRM --> 配置 --> 设置`。在 " ":guilabel:`预测性潜在客户评分` 下，点击 :guilabel:`更新概率` 按钮。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5253,49 +5460,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "预测销售线索评分设置中的更新概率窗口。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "可以激活以下任意数量的变量：" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`州/省`：商机来源的州/省" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`国家/地区`：商机来源的国家/地区" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`电话质量`：是否列出了该商机的电话号码" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr ":guilabel:`电子邮件质量`：是否列出了该商机的电子邮件地址" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr ":guilabel:`来源`：商机的来源（例如搜索引擎、社交媒体）" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`语言`：商机指定的交流语言" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`标签`：商机上的标签" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5306,35 +5513,35 @@ msgstr "" "变量“阶段”和“团队”始终有效。阶段是指商机所处的 CRM " "管道阶段。团队是指分配给商机的销售团队。无论选择了哪个可选变量，预测销售线索评分*总是*考虑这两个变量。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "接下来，点击选项旁边的日期字段 :guilabel:`从指定日期开始考虑已创建的销售线索:`，选择预测销售线索评分开始计算的日期。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最后，点击 :guilabel:`确认` 保存更改。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手动更改概率" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "可在商机表单中手动更改商机的成功概率。点击概率数字进行编辑。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "手动更改概率会删除该商机的自动概率更新。商机在管道的每个阶段移动时，概率将不再自动更新。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5346,11 +5553,11 @@ msgid "" "form." msgstr "齿轮图标用于重新激活机会表单上的自动概率。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "根据概率分配销售线索" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5359,11 +5566,11 @@ msgid "" msgstr "" "Odoo *CRM* 可根据指定规则将潜在客户/商机分配给销售团队和销售人员。根据潜在客户的成功概率创建分配规则，优先考虑更有可能促成交易的潜在客户。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "配置基于规则的任务分配" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -5371,7 +5578,7 @@ msgstr "" "要激活 * 基于规则的任务分配*，请导航至 :menuselection:`CRM --> 配置 --> 设置`，然后激活 " ":guilabel:`基于规则的任务分配`。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5381,7 +5588,7 @@ msgstr "" "基于规则的分配功能可设置为运行 :guilabel:`手动`，即 Odoo 用户必须手动触发分配，或 :guilabel:`重复`，即 Odoo " "将根据所选时间段自动触发分配。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5392,7 +5599,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5400,11 +5607,11 @@ msgid "" ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "配置分配规则" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5414,7 +5621,7 @@ msgstr "" "接下来，为每个销售团队和/或销售人员配置*分配规则*。这些规则决定了 Odoo 将哪些潜在客户给哪些人。要开始操作，请导航至 " ":menuselection:`CRM --> 配置 --> 销售团队`，然后选择一个销售团队。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5425,7 +5632,7 @@ msgstr "" "在销售团队配置表单中，在 :guilabel:`任务规则` 下，单击 :guilabel:`编辑域名` 以配置 Odoo " "用于确定此销售团队的潜在客户分配规则。规则可包括与该公司或团队相关的任何内容，并可添加任意数量的规则。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -5434,27 +5641,27 @@ msgstr "" "单击 :guilabel:`添加筛选器` 开始创建分配规则。点击赋值规则右侧的 :guilabel:`+` 符号，添加另一行。点击 " ":guilabel:`x` 符号删除该行。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "要根据商机的成功概率创建分配规则，请单击分配规则行最左侧的下拉菜单，然后选择 :guilabel:`概率`。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "从中间的下拉菜单中，选择所需的等式符号--很可能是*大于*、*小于*、*大于等于*或*小于等于*的符号。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5467,7 +5674,7 @@ msgid "" "percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5477,7 +5684,7 @@ msgstr "" "也可以为单个团队成员配置单独的分配规则。在销售团队配置页面，点击:guilabel:`成员` 选项卡中的团队成员，然后编辑 :guilabel:`域名`" " 部分。点击:guilabel:`保存`，以保存更改。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5489,7 +5696,7 @@ msgstr "" "如果在设置中配置了自动分配潜在客户，则销售团队和团队成员均可选择 :guilabel:`跳过自动分配`。选中此复选框可省略特定销售团队或销售人员被 " "Odoo 基于规则的分配功能自动分配潜在客户。如果激活 :guilabel:`跳过自动分配`，销售团队或销售人员仍可手动潜在客户。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5917,6 +6124,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "在下拉菜单中，将报告从默认的`管道`标签重命名为`优质线索`，然后点击 :guilabel:`保存`。" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "经销商" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" @@ -6746,64 +7191,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7670,6 +8111,7 @@ msgstr "点击屏幕底部的 :guilabel:`保存`，以保存更改。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "配置支付方式" @@ -7693,6 +8135,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "用支付终端付款" @@ -8242,42 +8685,44 @@ msgid "" msgstr "" "Vantiv 读卡器应专门从 Vantiv 购买，因为在亚马逊上购买的部分 Vantiv 终端不包括与 Odoo 数据库一起使用所需的正确加密。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "配置支付方式" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." -msgstr "首先，进入POS应用程序的一般设置，并启用Vantiv设置。" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 -msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 +msgid "" +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" -"回到 :menuselection:`POS --> 配置 --> " -"POS`，进入支付版块并查看你的支付方式。为Vantiv创建新支付方式，选择支付终端选项Vantiv，并创建新的Vantiv凭据。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." -msgstr "要创建新的Vantiv凭据，请填入你的商户ID和密码，然后保存。确保选中你刚才创建的凭据，然后保存该支付方式。" +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." +msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "用支付终端付款" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." -msgstr "付款时，在你的PoS界面选择Vantiv支付方式并...完成。" +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." +msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" @@ -8573,6 +9018,7 @@ msgid "" msgstr "然后扫描折扣标签。折扣将生效，你可完成交易。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "折扣" @@ -9255,7 +9701,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "高级价格规则" @@ -9435,19 +9881,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "重新打印收据" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9459,32 +9905,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "发票" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "销售点允许您在付款后为 :ref:`注册客户 ` 开具和打印发票，并检索所有过去已开具发票的订单。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9496,43 +9942,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "给客户开发票" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "处理付款后，点击客户姓名下方的 :guilabel:`开具发票` 即可为该订单开具发票。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "选择付款方式，然后点击 :guilabel:`验证`。**发票**将自动出具，并可下载和/或打印。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "要开具发票，必须选择 :ref:`客户 `。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "检索开票" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "从 **POS 面板**检索发票" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9542,23 +9988,23 @@ msgstr "要访问订单发票，请选择订单打开**订单表**，然后单 msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "**已开票订单**可通过 :guilabel:`状态` 列中的 :guilabel:`已开票` 状态来识别。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "点击 :guilabel:`筛选器` 和 :guilabel:`已开票` 可将订单列表筛选为已开发票订单。" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "生成发票的二维码" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9575,7 +10021,7 @@ msgstr "" msgid "order status change" msgstr "订单状态更改" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -13779,7 +14225,7 @@ msgstr "展示了带门的橱柜产品表单，其中包含各种细节和字段 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -14408,16 +14854,70 @@ msgstr "" " :guilabel:`客户重新开具发票`字段中费用的销售订单。" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "为开支重新开具发票" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "完成这些步骤后，就可以返回销售订单，完成向客户重新开具发票的工作。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " @@ -14425,7 +14925,7 @@ msgid "" msgstr "" "要执行此操作，请导航至 :menuselection:`Odoo 主仪表板 --> 销售应用程序`，然后选择应重新开具费用发票的相应销售订单。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -14438,7 +14938,7 @@ msgid "" "Lines tab." msgstr "在“订单行”选项卡中开具已配置费用的销售订单。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -14451,7 +14951,7 @@ msgid "" "clicked." msgstr "点击创建发票时，弹出创建发票窗口。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " @@ -14460,7 +14960,7 @@ msgstr "" "在弹出窗口中，将 :guilabel:`创建发票` 字段保留为默认的 :guilabel:`普通发票` 选项，然后点击 " ":guilabel:`创建发票草稿`。" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -14472,14 +14972,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -14487,7 +14987,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -14495,7 +14995,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -14506,7 +15006,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -14519,7 +15019,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -14527,12 +15027,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -17051,7 +17551,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -17527,13 +18027,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17542,7 +18094,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17551,13 +18103,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17569,35 +18121,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17605,7 +18157,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17614,7 +18166,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17622,14 +18174,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17643,7 +18195,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17651,30 +18203,30 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "要使价格以 9.99 结尾，请将 :guilabel:`四舍五入法` 设为 `10`，将 :guilabel:`额外费用` 设为 `-0.01`。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "最后，在 :guilabel:`利润率` 字段中指定基准价格的最低利润额。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "完成所有与公式相关的配置后，Odoo 会在配置右侧的蓝色块中提供一个公式示例。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17689,47 +18241,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "在 Odoo 销售中将价格四舍五入为 9.99 的 20% 折扣示例。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "条件" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "在 :guilabel:`创建价格表规则` 弹出窗体的底部是 :guilabel:`条件` 部分。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "首先，在 :guilabel:`应用于` 字段中选择一个选项：" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr ":guilabel:`所有产品`：高级价格表规则将应用于所有产品。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr ":guilabel:`产品类别`：高级价格表规则将应用于特定的产品类别。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr ":guilabel:`产品`：高级价格表规则将应用于特定产品。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr ":guilabel:`产品变体`：高级价格表规则将应用于特定的产品变体。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17739,14 +18291,14 @@ msgstr "" "如果选择了除 :guilabel:`所有产品` 以外的任何选项，则会出现一个新的特定选项字段，必须在其中选择特定的 " ":guilabel:`产品类别`、:guilabel:`产品` 或 :guilabel:`产品变体`。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "然后，选择 :guilabel:`最小数量`字段。最后，在 :guilabel:`有效性`字段中选择价格表项目验证的日期范围。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " @@ -17755,17 +18307,17 @@ msgstr "" "完成所有配置后，点击 :guilabel:`保存并关闭` 保存高级价目表规则，或点击 :guilabel:`保存并关闭` " "立即在新表单上创建另一个高级价目表规则。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "如果为某一特定产品设置了价格规则，同时又为其产品类别设置了另一价格规则，Odoo 将采用产品本身的规则。" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -18214,7 +18766,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "产品变体" @@ -18654,12 +19206,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -"：guilabel：`属性`页面中的属性顺序决定了属性在：guillabel：`产品配置器`、：guilibel：`销售点`仪表板和：guilbel：`电子商务`页面中的显示方式。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18670,24 +19221,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "：guilabel：`立即`：将属性和值添加至产品模板后，立即创建所有可能变体。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "添加至产品后无法编辑属性：guilabel：`变体创建模式`。" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18696,7 +19346,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18704,20 +19354,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18725,110 +19375,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "：guilabel：`立即`：将属性和值添加至产品模板后，立即创建所有可能变体。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "添加至产品后无法编辑属性：guilabel：`变体创建模式`。" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18836,7 +19399,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18849,7 +19412,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18861,26 +19424,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "也可以直接在产品模板创建属性：添加行，在：guilabel：`变体`选项卡中输入名称。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18888,7 +19451,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18897,7 +19460,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18907,14 +19470,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18922,7 +19485,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18930,28 +19493,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "类似产品变体创建过程可在采购、库存和电子商务应用程序中完成。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18964,19 +19527,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18988,14 +19551,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -19003,11 +19566,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -19021,7 +19584,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -19034,57 +19597,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "变型的影响" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "：guilabel：`库存`：对各产品变体的库存进行计数。在产品模板表单上，库存反映了所有变体的总和，但实际库存分变体计算。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "：guilabel：`图片`：每个产品变体都可以有特定图片。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "对产品模板的更改将自动应用于产品的所有变体。" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19686,7 +20249,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -19817,7 +20380,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -19834,7 +20397,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19865,7 +20428,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19886,7 +20449,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20842,7 +21405,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20850,19 +21413,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20871,13 +21442,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20885,24 +21456,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20910,7 +21481,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20921,7 +21492,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20929,63 +21500,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "使用报价模板" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20995,7 +21566,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -21006,7 +21577,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -21014,13 +21585,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " @@ -22816,7 +23387,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" -msgstr "" +msgstr "插入电子表格" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "" diff --git a/locale/zh_CN/LC_MESSAGES/services.po b/locale/zh_CN/LC_MESSAGES/services.po index a66511808..21b72b2cc 100644 --- a/locale/zh_CN/LC_MESSAGES/services.po +++ b/locale/zh_CN/LC_MESSAGES/services.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -253,6 +253,90 @@ msgstr "团队的服务台票单现在显示 :guilabel:`计划干预` 按钮。 msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk" msgstr "通过 Odoo 服务台的帮助台服务台票据计划干预" +#: ../../content/applications/services/field_service/planning_itinerary.rst:3 +msgid "Planning an itinerary" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:5 +msgid "" +"By default, **Odoo Field Service** shows a static map where all task " +"locations for the day are pinned. To make it more useful for the field " +"service workers, it is possible to display an itinerary on the map using " +"MapBox. To do so, enable the **Map Routes** feature as follows:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:9 +msgid "" +"Create or sign in to a MapBox account using the following link: " +"``_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:10 +msgid "" +"`Create a token `_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:11 +msgid "" +"Go to the `Access tokens page on Mapbox `_ and copy your token." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:13 +msgid "" +"In Odoo, go to the :guilabel:`Settings` app and scroll down to the " +":guilabel:`Integrations` section. Paste your Mapbox access token in the " +":guilabel:`Token` field under :guilabel:`Map Routes`, and click " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:18 +msgid "Displaying your itinerary on a map" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:21 +msgid "For a field service task to be featured on the map, it needs:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:23 +msgid "a :guilabel:`Planned Date`;" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:24 +msgid "a valid address linked to the customer’s profile." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:26 +msgid "" +"To display your tasks on a map, go to :menuselection:`Field Service --> My " +"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " +"tasks based on their :guilabel:`Planned Date` to show the way from one " +"location to the next." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:30 +msgid "" +"To open your itinerary on the Google Maps website or app, click " +":guilabel:`View in Google Maps`. Google Maps includes your current location " +"as a starting point for your itinerary." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:34 +msgid "" +"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" +" in the search bar to display all tasks. Your tasks are then sorted by date " +"in the left column." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:36 +msgid "" +"Click your task in the left column or the map pin to display the task's " +"details. From there, you can :guilabel:`Open` the task or click " +":guilabel:`Navigate to` to get an itinerary from your current location to " +"this specific task's location." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:7 msgid "Helpdesk" msgstr "服务台" diff --git a/locale/zh_CN/LC_MESSAGES/websites.po b/locale/zh_CN/LC_MESSAGES/websites.po index 97a000c02..8f9ca798b 100644 --- a/locale/zh_CN/LC_MESSAGES/websites.po +++ b/locale/zh_CN/LC_MESSAGES/websites.po @@ -18,17 +18,17 @@ # Emily Jia , 2024 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2024 # 稀饭~~ , 2024 -# Chloe Wang, 2024 # Wil Odoo, 2024 +# Chloe Wang, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2024\n" +"Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -833,7 +833,7 @@ msgstr ":doc:`../checkout_payment_shipping/checkout`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 #: ../../content/applications/websites/ecommerce/managing_products/price_management.rst:94 #: ../../content/applications/websites/website/configuration.rst:5 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:24 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 #: ../../content/applications/websites/website/reporting/link_tracker.rst:10 msgid "Configuration" msgstr "配置" @@ -961,14 +961,12 @@ msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:36 -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" msgstr "" @@ -992,37 +990,34 @@ msgid "" "labels." msgstr "另一种解决方案是使用与现有承运商的整合功能。使用整合的好处是，可以根据每个订单自动计算交付成本，并生成送货标签。" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:49 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:50 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:51 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:53 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:54 #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels`" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:55 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 #: ../../content/applications/websites/ecommerce/managing_products/products.rst:203 msgid "Website availability" msgstr "网站可用情况" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:57 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 msgid "" "Shipping methods can be made available on **specific** websites *only*, if " "desired. To do so, go to :menuselection:`Website --> Configuration --> " @@ -1035,11 +1030,11 @@ msgstr "" "--> 配置 --> 设置 --> 送货方式），然后选择所需的**发货方式**。在:guilabel:`网站` " "字段中，设置希望限制送货方式的网站。将该字段留为**空**，则该方法可在*所有*网站上使用。" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 msgid "Delivery method at checkout" msgstr "结账时的送货方式" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 msgid "" "Customers can choose the shipping method at the end of the checkout process," " at the :guilabel:`Confirm Order` step." @@ -1470,6 +1465,16 @@ msgid "" "in stock." msgstr "如果允许客户在门店提货或电汇时付款，则**不会**确认报价，也不会保留*库存*。必须手动确认订单才能保留库存产品。" +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 msgid "Returns and refunds" msgstr "退货和退款" @@ -6855,148 +6860,88 @@ msgstr "Cookie 栏位" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:5 msgid "" -"Cookies are small text files sent to your device when you visit a website. " -"They are processed and stored by your browser and contain information about " -"your visit, such as login data, location, language, etc. There are two main " -"types of cookies:" +"**Cookies** are small text files sent to your device when you visit a " +"website. They are processed and stored by your browser and track user " +"information like login details, preferences, and browsing history. " +"**Essential cookies** are necessary for the website to function, while " +"**optional cookies** are used to analyze behavior or display ads." msgstr "" -"Cookie 是在您访问网站时发送到您设备上的小文本文件。它们由您的浏览器处理和存储，包含您的访问信息，如登录数据、位置、语言等。Cookie " -"主要有两种类型：" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:9 -msgid "" -"Essential cookies, which are necessary for the website to function properly;" -msgstr "必要 cookie，确保网站正常运行；" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:10 msgid "" -"Non-essential or optional cookies, which are used to analyze your behavior " -"or display advertisements." -msgstr "非必要或可选 cookie，用于分析您的行为或显示广告。" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Example of a cookies bar with the popup layout." +"Data protection laws require notifying users about data collection methods " +"and purposes. **Cookies bar** fulfill this obligation by informing users on " +"their first visit and allowing them to decide whether to store all or only " +"essential cookies on their device." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:17 msgid "" -"Notifying users about data collection, as well as its methods and purposes, " -"is required by data protection laws such as `GDPR `_. " -"Cookies bars are commonly used to fulfill this obligation in a user-friendly" -" and transparent manner. They are displayed immediately upon a user's first " -"visit to inform them that the website uses cookies and let them decide " -"whether they want to store non-essential cookies on their device." +"To enable the cookies bar on your website, go to :menuselection:`Website -->" +" Configuration --> Settings` and enable :guilabel:`Cookies Bar` in the " +":guilabel:`Privacy` section." msgstr "" -"数据保护法（如`GDPR `_）要求通知用户有关数据收集及其方法和目的的信息。Cookies " -"条形码通常用于以用户友好和透明的方式履行这一义务。它们在用户首次访问时立即显示，告知用户网站使用 Cookie，并让用户决定是否要在其设备上存储非必要的" -" Cookie。" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:26 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:21 msgid "" -"To enable the cookies bar on your Odoo website, go to " -":menuselection:`Website --> Configuration` and enable :guilabel:`Cookies " -"Bar` in the :guilabel:`Privacy` section." +"The :ref:`Cookies Policy ` page (/cookie-policy`) is " +"automatically created when you enable the cookies bar." msgstr "" -"要在您的 Odoo 网站上启用 cookie 栏位，请访问 :menuselection:`网站 --> 配置` 并在 :guilabel:`隐私` " -"部分启用 :guilabel:`Cookies 栏位`。" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 -msgid "" -"You can :ref:`customize the appearance of your cookies bar ` and :ref:`edit the content of the related Cookie Policy " -"page `." -msgstr "" -"您可以 :ref:`自定义 Cookie 栏位外观 ` 和 :ref:` 编辑相关 Cookie " -"政策页面的内容 `。" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "定制化" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:37 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "" -"To adapt the display of the cookies bar, click :guilabel:`Edit` and select " -"the :guilabel:`Cookies Bar` building block in the :guilabel:`Invisible " -"Elements` at the bottom of the panel. Customize it using the options in the " -":guilabel:`Customize` tab in the edit panel. Three :guilabel:`Layouts` are " -"available:" -msgstr "" -"要调整 cookie 栏的显示方式，请单击 :guilabel:`编辑`，然后在面板底部的 :guilabel:`不可见元素` 中选择 " -":guilabel:`Cookies 栏` 构建块。使用编辑面板中 :guilabel:`自定义` 选项卡的选项对其进行自定义。有三种 " -":guilabel:`布局` 可用：" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:42 -msgid ":guilabel:`Discrete`: thin bar" +"To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the " +":guilabel:`Invisible Elements` section at the bottom of the panel, and click" +" :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and " +":guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray" +" out the page in the background when the cookies bar is displayed on the " +"screen." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:43 -msgid ":guilabel:`Classic`: banner" -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:35 msgid "" -":guilabel:`Popup`: you can change the popup's :guilabel:`Position` to the " -":guilabel:`Top`, :guilabel:`Middle`, or :guilabel:`Bottom` of the screen." +"Click anywhere in the building block to further customize the appearance of " +"the cookies bar using :guilabel:`Block`, :guilabel:`Column` and/or " +":guilabel:`Inline Text` customization options." msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:47 -msgid "You can also:" -msgstr "您还可以：" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:49 -msgid "modify the :guilabel:`Size` of the cookies bar;" -msgstr "修改 cookie 栏的 :guilabel:`大小` 参数；" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:50 -msgid "" -"enable :guilabel:`Backdrop` to gray out the page in the background when the " -"cookies bar is displayed on the screen;" -msgstr "启用 :guilabel:`背景` 功能，当屏幕上显示 cookie 栏时，背景中的页面将变灰；" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:52 -msgid "" -"further customize the appearance of the cookies bar using :guilabel:`Block` " -"and/or :guilabel:`Column` customization options, which are available after " -"clicking anywhere in the building block." -msgstr "" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:56 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:38 msgid "" "To edit the contents of the cookies bar (i.e., the consent message), click " "directly in the building block." msgstr "要编辑 cookie 栏的内容（即同意信息），请直接点击构建模块。" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst-1 -msgid "Odoo Website's edit panel to customize the cookies bar." +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:44 +msgid "Cookies policy" msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:65 -msgid "Cookie policy" -msgstr "Cookie 政策" - -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:67 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:46 msgid "" "When you enable the cookies bar for your website, Odoo creates the **Cookie " -"Policy** page (`/cookie-policy`) with the list of essential and optional " -"cookies. To access it, click the :guilabel:`Cookie Policy` hyperlink in the " -"cookies bar or open the page from :menuselection:`Website --> Site --> " -"Pages`." +"Policy** page (`/cookie-policy`) containing a non-exhaustive list of " +"cookies, with their purpose and examples. To access it, click the " +":guilabel:`Cookie Policy` hyperlink in the cookies bar or open the page from" +" :menuselection:`Website --> Site --> Pages`." msgstr "" -"当您为网站启用 Cookie 栏时，Odoo 将创建**Cookie 政策**页面 (`/cookie-policy`)，其中包含必要和可选 " -"Cookie 列表。要访问该页面，请单击 cookie 栏中的 :guilabel:`Cookie 政策` 超链接，或从 " -":menuselection:`网站 --> 站点 --> 页面` 打开该页面。" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:72 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:51 msgid "" -"The contents of the page can be adapted based on your website's features and" -" characteristics if needed." -msgstr "如有需要，可根据网站的功能和特点调整页面内容。" +"To adapt the content of the page according to your needs, click the " +":guilabel:`Edit` button." +msgstr "" -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:76 +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:54 msgid "" -"You could add a link providing access to this page, in your website's " -"footer, for example." -msgstr "例如，您可以在网站页脚添加一个链接，提供访问该页面的途径。" +"You could add a link to this page in your website's footer, for example." +msgstr "" + +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 +msgid ":doc:`Pages <../pages>`" +msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 msgid "Domain names" diff --git a/locale/zh_TW/LC_MESSAGES/administration.po b/locale/zh_TW/LC_MESSAGES/administration.po index 4d580a4eb..6ef79ab58 100644 --- a/locale/zh_TW/LC_MESSAGES/administration.po +++ b/locale/zh_TW/LC_MESSAGES/administration.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -502,7 +502,7 @@ msgid "Deactivated features" msgstr "" #: ../../content/administration/neutralized_database.rst:24 -msgid "Here is a non-exhaustive list of the deactivated parameters:" +msgid "Here is a non-exhaustive list of the deactivated features:" msgstr "" #: ../../content/administration/neutralized_database.rst:26 @@ -531,7 +531,11 @@ msgstr "" msgid ":abbr:`IAP (In-App Purchase)` tokens" msgstr "" -#: ../../content/administration/neutralized_database.rst:34 +#: ../../content/administration/neutralized_database.rst:32 +msgid "website visibility (prevent search engines from indexing your site)" +msgstr "" + +#: ../../content/administration/neutralized_database.rst:35 msgid "" "**A red banner at the top of the screen is displayed on the neutralized " "database so that it can be seen immediately.**" @@ -3866,7 +3870,6 @@ msgstr "管理員" #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -6860,14 +6863,7 @@ msgstr "" msgid "Odoo saas~16.4" msgstr "" -#: ../../content/administration/supported_versions.rst:56 -msgid "August 2023" -msgstr "" - -#: ../../content/administration/supported_versions.rst:58 -msgid "Odoo saas~16.3" -msgstr "" - +#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:71 @@ -6885,6 +6881,14 @@ msgstr "" msgid "|red|" msgstr "" +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "" + +#: ../../content/administration/supported_versions.rst:58 +msgid "Odoo saas~16.3" +msgstr "" + #: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "" diff --git a/locale/zh_TW/LC_MESSAGES/essentials.po b/locale/zh_TW/LC_MESSAGES/essentials.po index 7593f3da5..1d1a07024 100644 --- a/locale/zh_TW/LC_MESSAGES/essentials.po +++ b/locale/zh_TW/LC_MESSAGES/essentials.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -30,56 +30,55 @@ msgstr "" msgid "Activities" msgstr "活動" -#: ../../content/applications/essentials/activities.rst:5 +#: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" -#: ../../content/applications/essentials/activities.rst:9 -msgid "" -"The icon used to display activities varies depending on the :ref:`activity " -"type `:" -msgstr "" - #: ../../content/applications/essentials/activities.rst:11 msgid "" -":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " -"scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:12 -msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:13 -msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." +"The icon used to display activities varies, depending on the :ref:`activity " +"type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 -msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." +msgid "" +":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 -msgid "" -":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." +msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" -":guilabel:`(arrow pointing up above a line)`: this icon appears if a " -"document is scheduled to be uploaded." +":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:17 +msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid "" -":guilabel:`(pencil in a box)`: this icon appears if a signature request is " -"scheduled." +msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" -#: ../../content/applications/essentials/activities.rst:21 +#: ../../content/applications/essentials/activities.rst:19 +msgid "" +":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " +"uploaded." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:20 +msgid "" +":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" +" request is scheduled." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "排期活動" -#: ../../content/applications/essentials/activities.rst:23 +#: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " @@ -87,15 +86,15 @@ msgid "" ":ref:`activities view ` of an application." msgstr "" -#: ../../content/applications/essentials/activities.rst:30 +#: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "聊天視窗" -#: ../../content/applications/essentials/activities.rst:32 +#: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" -#: ../../content/applications/essentials/activities.rst:34 +#: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " @@ -107,28 +106,24 @@ msgstr "" msgid "New activity type form." msgstr "新活動類型表單。" -#: ../../content/applications/essentials/activities.rst:45 +#: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "看板檢視畫面" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:49 msgid "" -"Another way that activities are created is from the Kanban view in an " -"application." +"Activities can also be created from the :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst-1 -msgid "The Kanban icon in the top menu, highlighted." +#: ../../content/applications/essentials/activities.rst:51 +msgid "" +"To do so, click on the |clock| located at the bottom of an individual " +"record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" -"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " -"an individual record." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:55 -msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" @@ -138,97 +133,97 @@ msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "客戶關係管道的看板視圖，以及安排活動的選項。" -#: ../../content/applications/essentials/activities.rst:63 -#: ../../content/applications/essentials/activities.rst:82 +#: ../../content/applications/essentials/activities.rst:61 +#: ../../content/applications/essentials/activities.rst:79 msgid "" -"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" -" is replaced by the icon that represents the existing scheduled activity. " -"Click on the activity type's icon to schedule another activity." +"If a record already has a scheduled activity, the |clock| is replaced by the" +" icon that represents the existing scheduled activity. Click on the activity" +" type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:70 +#: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "列表顯示" -#: ../../content/applications/essentials/activities.rst:72 -msgid "Activities can also be created from a list view." +#: ../../content/applications/essentials/activities.rst:69 +msgid "" +"Activities can also be created from a :icon:`oi-view-list` " +":guilabel:`(list)` view." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:71 +msgid "" +"If the :guilabel:`Activities` column is hidden, reveal it using the " +":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" +"right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" -"If the :guilabel:`Activities` column is hidden, reveal it using the " -":guilabel:`(additional options toggle)` icon in the far-right of the top " -"row, represented by two horizontal lines with two dots." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:77 -msgid "" -"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" -" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " -":ref:`fill out the Schedule Activity form ` that appears." +"Then, click on the |clock| for the record the activity is being added to, " +"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " +"Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "客戶關係管道的列表視圖，以及安排活動的選項。" -#: ../../content/applications/essentials/activities.rst:93 +#: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "活動檢視畫面" -#: ../../content/applications/essentials/activities.rst:95 +#: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" -" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" -" menu bar." +" |clock| is visible in the top-right corner of the main menu bar, amongst " +"the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:98 -msgid "" -"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." +#: ../../content/applications/essentials/activities.rst:94 +msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:104 +#: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:107 +#: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:110 +#: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:117 +#: ../../content/applications/essentials/activities.rst:113 msgid "" -"Activity colors, and their relation to an activity's due date, is consistent" -" throughout Odoo, regardless of the activity type, or the view." -msgstr "活動顏色及它與活動到期日的關係，在整個 Odoo 平台內都是一致，與活動類型或視圖無關。" +"Activity colors, and their relation to an activity's due date, are " +"consistent throughout Odoo, regardless of the activity type, or the view." +msgstr "" -#: ../../content/applications/essentials/activities.rst:120 +#: ../../content/applications/essentials/activities.rst:116 msgid "" -"To schedule an activity for a record, hover over the corresponding field, " -"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " -"sign)`, and then :ref:`fill out the Schedule Activity form " -"`." +"To schedule an activity for a record, hover over the corresponding field. " +"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " +":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 @@ -236,11 +231,11 @@ msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "客戶關係管道的活動視圖，以及安排活動的選項。" -#: ../../content/applications/essentials/activities.rst:131 +#: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:133 +#: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " @@ -249,12 +244,12 @@ msgid "" "view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:138 -#: ../../content/applications/essentials/activities.rst:220 +#: ../../content/applications/essentials/activities.rst:134 +#: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" -#: ../../content/applications/essentials/activities.rst:140 +#: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " @@ -262,86 +257,78 @@ msgid "" "applications are installed, additional options may be available." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "" -"Individual applications have a list of dedicated :ref:`activity types " -"`. For example, installing the *Sales* application makes " -":guilabel:`Order Upsell` available, while installing the *Sign* application " -"makes :guilabel:`Request Signature` available." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:149 +#: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" -#: ../../content/applications/essentials/activities.rst:150 +#: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:151 +#: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:153 +#: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" -#: ../../content/applications/essentials/activities.rst:155 +#: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" -#: ../../content/applications/essentials/activities.rst:158 +#: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:160 +#: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" -#: ../../content/applications/essentials/activities.rst:164 +#: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:169 +#: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" -#: ../../content/applications/essentials/activities.rst:172 +#: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" -#: ../../content/applications/essentials/activities.rst:174 +#: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" -#: ../../content/applications/essentials/activities.rst:176 +#: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " @@ -349,7 +336,7 @@ msgid "" " window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:179 +#: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." @@ -359,23 +346,23 @@ msgstr "" msgid "View of CRM leads and the option to schedule an activity." msgstr "檢視客戶關係潛在客戶，並為活動排期的選項。" -#: ../../content/applications/essentials/activities.rst:188 +#: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:190 +#: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " -"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." +"the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:193 +#: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " -"bubble on the :guilabel:`🕘 (clock)` icon." +"bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:196 +#: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " @@ -384,14 +371,14 @@ msgid "" ":guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:202 +#: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:205 +#: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." @@ -403,11 +390,11 @@ msgid "" "Off application are highlighted." msgstr "" -#: ../../content/applications/essentials/activities.rst:214 +#: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" -#: ../../content/applications/essentials/activities.rst:216 +#: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " @@ -415,18 +402,18 @@ msgid "" "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" -#: ../../content/applications/essentials/activities.rst:222 +#: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" -#: ../../content/applications/essentials/activities.rst:223 +#: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:225 +#: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " @@ -435,26 +422,26 @@ msgid "" ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:229 +#: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" -#: ../../content/applications/essentials/activities.rst:235 +#: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." @@ -465,11 +452,11 @@ msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" -#: ../../content/applications/essentials/activities.rst:244 +#: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:246 +#: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " @@ -481,88 +468,98 @@ msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:253 +#: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "之後會顯示 :guilabel:`活動類型` 頁面，可找到現有的活動類型。" +#: ../../content/applications/essentials/activities.rst:246 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"每個應用程式都有一個專用於該應用程序的*活動類型*列表。例如，要查看和編輯 *客戶關係* 應用程式可用的活動，可往 " +":menuselection:`客戶關係程式 --> 配置 --> 活動類型`。" + #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:260 +#: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:262 +#: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:265 +#: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " -":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " -"upload)` icon, located in the top-left corner of the page." +":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " +":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" -#: ../../content/applications/essentials/activities.rst:270 +#: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:272 +#: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" -#: ../../content/applications/essentials/activities.rst:279 +#: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:288 +#: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" -#: ../../content/applications/essentials/activities.rst:293 +#: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" -#: ../../content/applications/essentials/activities.rst:295 +#: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " @@ -570,13 +567,13 @@ msgid "" ":guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:299 +#: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" -#: ../../content/applications/essentials/activities.rst:301 +#: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " @@ -584,13 +581,13 @@ msgid "" "the user who creates the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:307 +#: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " @@ -598,27 +595,27 @@ msgid "" msgstr "" "建立活動時，會包括 :guilabel:`預設使用者` 及 :guilabel:`預設摘要` 欄位中的資料。不過，可在規劃或儲存活動之前修改。" -#: ../../content/applications/essentials/activities.rst:311 +#: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:313 +#: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" -#: ../../content/applications/essentials/activities.rst:321 +#: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " @@ -626,13 +623,13 @@ msgid "" "field is displayed." msgstr "" -#: ../../content/applications/essentials/activities.rst:326 +#: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" -#: ../../content/applications/essentials/activities.rst:329 +#: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" @@ -640,19 +637,19 @@ msgid "" "recommend or schedule as a follow-up task to the activity type." msgstr "" -#: ../../content/applications/essentials/activities.rst:332 +#: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:334 +#: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:336 +#: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" @@ -660,7 +657,7 @@ msgid "" ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" -#: ../../content/applications/essentials/activities.rst:340 +#: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " @@ -671,12 +668,549 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:348 +#: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" +msgstr ":doc:`../productivity/discuss`" + +#: ../../content/applications/essentials/activities.rst:344 +msgid ":doc:`../productivity/discuss/team_communication`" +msgstr ":doc:`../productivity/discuss/team_communication`" + +#: ../../content/applications/essentials/activities.rst:345 +msgid ":doc:`../sales/crm/optimize/utilize_activities`" msgstr "" -#: ../../content/applications/essentials/activities.rst:349 -msgid ":doc:`../productivity/discuss/team_communication`" +#: ../../content/applications/essentials/contacts.rst:3 +msgid "Contacts" +msgstr "聯絡人" + +#: ../../content/applications/essentials/contacts.rst:5 +msgid "" +"The *Contacts* application comes installed on all Odoo databases. Contacts " +"are created for customers the company does business with through Odoo. A " +"contact is a repository of vital business information, facilitating " +"communication and business transactions." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:10 +msgid "Contact form" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:12 +msgid "" +"To create a new contact, navigate to the :menuselection:`Contacts app`, and " +"click :guilabel:`Create`. A new form appears where various contact " +"information can be added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:16 +msgid "Contact type" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:18 +msgid "" +"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " +"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " +"depending on the type of contact that is being added." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:22 +msgid "Name" +msgstr "名稱" + +#: ../../content/applications/essentials/contacts.rst:24 +msgid "" +"First, fill in the name of the :guilabel:`Individual` or " +":guilabel:`Company`. This is how the name appears throughout the database. " +"This field is **mandatory**." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:28 +msgid "" +":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " +"linked to it. After selecting :guilabel:`Individual`, a new " +":guilabel:`Company Name...` field appears below the first name field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:33 +msgid "Address" +msgstr "地址" + +#: ../../content/applications/essentials/contacts.rst:35 +msgid "" +"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " +":guilabel:`Individual`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:38 +msgid "" +"If the :guilabel:`Individual` option is chosen, then the *type of address* " +"can be chosen from a drop-down menu. Options for this drop-down menu " +"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " +":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " +":guilabel:`Private Address`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:44 +msgid "Additional fields" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:46 +msgid "" +"Additional details are included on the initial form. The following fields " +"are available:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:48 +msgid ":guilabel:`VAT`: Value Added Tax number." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:49 +msgid "" +":guilabel:`Citizen Identification`: citizen or government identification " +"number (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:51 +msgid "" +":guilabel:`Job Position`: list the job position of the " +":guilabel:`Individual` (only available on :guilabel:`Individual`)." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:53 +msgid "" +":guilabel:`Phone`: list phone number (with country code). Make a call, send " +"an SMS, or WhatsApp message by hovering over the field on the saved form, " +"and clicking the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:55 +msgid "" +":guilabel:`Mobile`: list mobile phone number (with country code). Make a " +"call, send an SMS, or WhatsApp message by hovering over the field on the " +"saved form, and clicking on the desired option." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:57 +msgid ":guilabel:`Email`: enter the email address with the domain." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:58 +msgid "" +":guilabel:`Website`: enter the full website address, starting with `http` or" +" `https`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:59 +msgid "" +":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " +":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" +" one directly from this field." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:61 +msgid "" +":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " +"clicking the drop-down menu, and selecting one. To create a new one, type " +"the new tag in the field, and click :guilabel:`Create` from the resulting " +"drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:66 +msgid "Contacts & Addresses tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:68 +msgid "" +"At the bottom of the contact form are several tabs. On the " +":guilabel:`Contacts & Addresses` tab, contacts can be added that are " +"associated with a :guilabel:`Company` and related addresses. For example, a " +"specific contact person for the company can be listed here." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:72 +msgid "" +"Multiple addresses can be added on both :guilabel:`Individual` and " +":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " +":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " +"Contact` pop-up form, in which additional addresses can be configured." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Add a contact/address to the contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:80 +msgid "" +"On the :guilabel:`Create Contact` pop-up form, start by clicking the default" +" :guilabel:`Other Address` field at the top to reveal a drop-down menu of " +"address-related options." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:83 +msgid "Select any of the following options:" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:85 +msgid "" +":guilabel:`Contact`: adds another contact to the existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:86 +msgid "" +":guilabel:`Invoice Address`: adds a specific invoice address to the existing" +" contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:87 +msgid "" +":guilabel:`Delivery Address`: adds a specific delivery address to the " +"existing contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:88 +msgid "" +":guilabel:`Other Address`: adds an alternate address to the existing contact" +" form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:89 +msgid "" +":guilabel:`Private Address`: adds a private address to the existing contact " +"form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst-1 +msgid "Create a new contact/address on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:95 +msgid "" +"Once an option is selected, enter the corresponding contact information that" +" should be used for the specified address type." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:98 +msgid "" +"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " +"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:101 +msgid "" +"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " +"address type has been selected. This is similar to the " +":guilabel:`Individual` contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:104 +msgid "" +"To add a note, click on the text field next to :guilabel:`Notes`, and write " +"anything that is applicable to the customer or contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:107 +msgid "" +"Then, click :guilabel:`Save & Close` to save the address, and close the " +":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " +"the address, and immediately input another one." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:111 +msgid "Sales & Purchase tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:113 +msgid "" +"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " +"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:116 +msgid "" +"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " +"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " +"menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:120 +msgid "Sales section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:122 +msgid "" +"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " +"be assigned to a contact. To do that, click the :guilabel:`Salesperson` " +"drop-down field, and select one. Create a new :guilabel:`Salesperson` by " +"typing the user's name, and making the appropriate selection." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:126 +msgid "" +"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " +"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " +"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " +"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " +"menu to choose the appropriate :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:131 +msgid "" +"Click into the :guilabel:`Delivery Method` field to select an option from " +"the drop-down menu." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:134 +msgid "Point Of Sale section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:136 +msgid "" +"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " +"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" +" field to track points the user won as part of a *Loyalty Program*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:141 +msgid "Purchase section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:143 +msgid "" +"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " +"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " +"can be set here, as well." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:147 +msgid "Misc section" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:149 +msgid "" +"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " +"any additional information for this contact. If this contact should only be " +"accessible for one company in a multi-company database, select it from the " +":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" +"down menu to restrict the publishing of this contact to one website (if " +"working on a database with multiple websites). Select one or more " +":guilabel:`Website Tags` to assist in filtering published customers on the " +"`/customers` website page. Select an :guilabel:`Industry` for this contact " +"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " +"*Helpdesk* SLA policy to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:159 +msgid "Accounting tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:161 +msgid "" +"The :guilabel:`Accounting` tab appears when the *Accounting* application is " +"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " +"set default :guilabel:`Accounting entries`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:164 +msgid "" +"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " +"to enter a Legal Entity Identifier, if necessary." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:168 +msgid "Internal Notes tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:170 +msgid "" +"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " +"tab, where notes can be left on this contact form, just like on the contact " +"form noted above." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:174 +msgid "Partner Assignment tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:176 +msgid "" +"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" +" :guilabel:`Geolocation` section, and other partner options, including " +":guilabel:`Partner Activation` and :guilabel:`Partner Review` " +"configurations. These are **only** present when the *Resellers* module is " +"installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:181 +msgid "" +"Follow the :doc:`Resellers documentation " +"<../sales/crm/track_leads/resellers>` for more information on publishing " +"partners on the website." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:185 +msgid "Membership tab" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:187 +msgid "" +"Finally, there is the :guilabel:`Membership` tab on contact forms, which can" +" help users manage any memberships that are being offered to this specific " +"contact. It should be noted that this tab **only** appears when the " +"*Members* application is installed." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:192 +msgid "Activate membership" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:194 +msgid "" +"To activate a contact's membership, click :guilabel:`Buy Membership` in the " +":guilabel:`Membership` tab of a contact form. On the pop-up window that " +"appears, select a :guilabel:`Membership` from the drop-down menu. Then, " +"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " +"when both fields are filled in." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:199 +msgid "" +"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " +"checkbox, in the :guilabel:`Membership` tab of a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:203 +msgid "Publish members directory" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:205 +msgid "" +"To publish a list of active members on the website, the *Online Members " +"Directory* application must first be :ref:`installed `. " +"After installing the module, add the `/members` page to the website's menu " +"by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:210 +msgid "Publish individual members" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:212 +msgid "" +"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " +"Kanban card for a member. Click the :guilabel:`Go to Website` smart button " +"at the top of the page to open the member's webpage." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:216 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:219 +msgid "Repeat these steps for all members." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:222 +msgid "Smart buttons" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:224 +msgid "" +"At the top of the contact form, there are some additional options available," +" known as *smart buttons*." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:227 +msgid "" +"Here, Odoo displays a variety of records, related to this contact, that were" +" created on other apps. Odoo integrates information from every single app, " +"so there are many smart buttons." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:231 +msgid "" +"For example, there is an :guilabel:`Opportunities` smart button, where all " +"the opportunities related to this customer from the *CRM* app are " +"accessible." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:235 +msgid "" +"If the corresponding applications are installed, their related smart buttons" +" appear automatically on a contact form." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:238 +msgid "" +"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " +"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " +":guilabel:`More` smart button reveals additional options, via a drop-down " +"menu. A user can even quickly access :guilabel:`Purchases`, " +":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " +":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " +":guilabel:`Partner Ledger` connected to this contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:244 +msgid "" +"Deliveries, documents, loyalty cards, and direct debits are *also* linked to" +" smart buttons, like this, should there be any outstanding/on-file for this " +"contact." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:247 +msgid "" +"If the contact is a partner, the user can visit their partner page on the " +"Odoo-built website by clicking the :guilabel:`Go to Website` smart button." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:251 +msgid "Archive contacts" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:253 +msgid "" +"If a user decides they no longer want to have this contact active, the " +"record can be archived. To do that, go to the :icon:`fa-cog` " +":guilabel:`Action` menu at the top of the contact form, and click " +":guilabel:`Archive`." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:257 +msgid "" +"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" +"up window." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:259 +msgid "" +"With this contact successfully archived, as indicated by a banner at the " +"top, they do not show up in the main contacts page, but they can still be " +"searched for with the :guilabel:`Archived` filter." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:263 +msgid "" +"A contact can be *unarchived*, if the user decides to work with them again. " +"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " +"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " +"doing so, the :guilabel:`Archived` banner is removed, and the contact is " +"restored." +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:269 +msgid "" +":doc:`Add different addresses in CRM " +"<../sales/sales/send_quotations/different_addresses>`" +msgstr "" + +#: ../../content/applications/essentials/contacts.rst:270 +msgid "" +"`Odoo's eLearning Contacts tutorial " +"`_" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:3 diff --git a/locale/zh_TW/LC_MESSAGES/finance.po b/locale/zh_TW/LC_MESSAGES/finance.po index 7c57774fe..8047a8fc7 100644 --- a/locale/zh_TW/LC_MESSAGES/finance.po +++ b/locale/zh_TW/LC_MESSAGES/finance.po @@ -2523,7 +2523,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:35 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" -msgstr "" +msgstr "建立發票" #: ../../content/applications/finance/accounting/customer_invoices.rst:37 msgid "" @@ -24824,7 +24824,7 @@ msgstr ":ref:`Signature certificates `" #: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" -msgstr "Fiscal information" +msgstr "財政資訊" #: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" @@ -26113,7 +26113,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" -msgstr "Debit notes" +msgstr "借記單" #: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" @@ -27440,7 +27440,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" -msgstr "" +msgstr "`l10n_co`" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" @@ -27456,7 +27456,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" -msgstr "" +msgstr "`l10n_co_reports`" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" @@ -27470,7 +27470,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" -msgstr "" +msgstr "`l10n_co_edi`" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" @@ -27485,7 +27485,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 msgid "`l10n_co_pos`" -msgstr "" +msgstr "`l10n_co_pos`" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 msgid "Includes Point of Sale receipts for Colombian localization." diff --git a/locale/zh_TW/LC_MESSAGES/general.po b/locale/zh_TW/LC_MESSAGES/general.po index 304866447..52cb8d2ae 100644 --- a/locale/zh_TW/LC_MESSAGES/general.po +++ b/locale/zh_TW/LC_MESSAGES/general.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -3404,15 +3404,15 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " -"of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " -"message, located in the chatter." +"of a red :icon:`fa-envelope` :guilabel:`(envelope)` icon, next to the date " +"and time of the message, located in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:22 +#: ../../content/applications/general/email_communication/faq.rst:23 msgid "" "Unsent emails also appear in the Odoo email queue. In :ref:`developer mode " "`, the email queue can be accessed by going to " @@ -3420,11 +3420,11 @@ msgid "" "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:27 +#: ../../content/applications/general/email_communication/faq.rst:28 msgid "Common error messages" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:32 +#: ../../content/applications/general/email_communication/faq.rst:33 msgid "Daily limit reached" msgstr "" @@ -3432,7 +3432,7 @@ msgstr "" msgid "Warning in Odoo upon email limit reached." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:38 +#: ../../content/applications/general/email_communication/faq.rst:39 msgid "" "Each email service provider has its own email sending limits. The limits may" " be daily, hourly, or sometimes, per minute. This is the same for Odoo, " @@ -3440,63 +3440,65 @@ msgid "" " blacklisted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:42 +#: ../../content/applications/general/email_communication/faq.rst:43 msgid "Here are the default limits for new databases:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:44 +#: ../../content/applications/general/email_communication/faq.rst:45 msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:45 -msgid "**20 emails per day** for one-app free databases." -msgstr "" - #: ../../content/applications/general/email_communication/faq.rst:46 -msgid "**50 emails per day** for trial databases." +msgid "**50 emails per day** for one-app free and trial databases." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:47 +#: ../../content/applications/general/email_communication/faq.rst:49 +msgid "" +"In a one-app free database, if the *Email Marketing* app is installed, the " +"email limit is **20 emails per day**." +msgstr "" + +#: ../../content/applications/general/email_communication/faq.rst:53 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:49 +#: ../../content/applications/general/email_communication/faq.rst:55 msgid "If the daily limit is reached:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:51 +#: ../../content/applications/general/email_communication/faq.rst:57 msgid "" -"Contact the Odoo support team, who may increase the daily limit depending on" -" the following factors:" +"Contact the Odoo support team, who may increase the daily limit, depending " +"on the following factors:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:54 +#: ../../content/applications/general/email_communication/faq.rst:60 msgid "How many users are in the database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:55 +#: ../../content/applications/general/email_communication/faq.rst:61 msgid "Which apps are installed?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:56 +#: ../../content/applications/general/email_communication/faq.rst:62 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:59 +#: ../../content/applications/general/email_communication/faq.rst:65 msgid "" "Use an external outgoing email server to be independent of Odoo's mail limit" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:62 +#: ../../content/applications/general/email_communication/faq.rst:68 msgid "" "Wait until 11 PM (UTC) for the daily limit to reset, and retry sending the " "email. In :ref:`developer mode `, go to " @@ -3504,7 +3506,7 @@ msgid "" "click the :guilabel:`Retry` button next to an unsent email." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:67 +#: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "The daily email limit is comprehensive to the database. By default, any " "internal message, notification, logged note, etc. counts as an email in the " @@ -3513,20 +3515,20 @@ msgid "" "`, instead of emails." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:73 +#: ../../content/applications/general/email_communication/faq.rst:79 msgid "SMTP error" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:75 +#: ../../content/applications/general/email_communication/faq.rst:81 msgid "" -"Simple Mail Transport Protocol (SMTP) error messages explain why an email " -"wasn't transmitted successfully. :abbr:`SMTP (Simple Mail Transport " +"*Simple Mail Transport Protocol (SMTP)* error messages explain why an email " +"was not transmitted successfully. :abbr:`SMTP (Simple Mail Transport " "Protocol)` is a protocol to describe the email structure, and transmits data" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:81 +#: ../../content/applications/general/email_communication/faq.rst:87 msgid "" "This is an example of a 554 SMTP permanent delivery error: `554: delivery " "error: Sorry, your message to ------@yahoo.com cannot be delivered. This " @@ -3534,23 +3536,24 @@ msgid "" "line is a copy of the message.`" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:85 +#: ../../content/applications/general/email_communication/faq.rst:91 msgid "" "The debug menu can be used to investigate SMTP sending issues from a " -"database. To access the menu, :ref:`developer mode ` must be" -" activated. Once activated, navigate to the :menuselection:`Debug Menu` in " -"the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " -":menuselection:`Debug Menu --> Manage Messages`" +"database. To access the menu, :ref:`developer mode ` " +"**must** be activated. Once activated, navigate to the :menuselection:`Debug" +" Menu` in the top-right of the menu bar (the :icon:`fa-bug` " +":guilabel:`(bug)` icon), and select :menuselection:`Debug Menu --> Manage " +"Messages` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:90 +#: ../../content/applications/general/email_communication/faq.rst:96 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:94 +#: ../../content/applications/general/email_communication/faq.rst:100 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." @@ -3560,17 +3563,17 @@ msgstr "" msgid "Manage messages menu option on the debug menu." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:102 +#: ../../content/applications/general/email_communication/faq.rst:108 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:106 +#: ../../content/applications/general/email_communication/faq.rst:112 msgid "No error populated" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:108 +#: ../../content/applications/general/email_communication/faq.rst:114 msgid "" "Odoo is not always capable of providing information for the reason it " "failed. The different email providers implement a personalized policy of " @@ -3578,14 +3581,14 @@ msgid "" "correctly." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:112 +#: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "If this is a recurring problem with the same client, or the same domain, do " "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:116 +#: ../../content/applications/general/email_communication/faq.rst:122 msgid "" "One of the most common reasons for an email failing to send with no error " "message is related to :ref:`SPF ` and/or " @@ -3596,35 +3599,35 @@ msgid "" " --> System Parameters`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:126 +#: ../../content/applications/general/email_communication/faq.rst:132 msgid "Email is sent late" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:128 +#: ../../content/applications/general/email_communication/faq.rst:134 msgid "" "Email campaigns send at a scheduled time, using a delay pre-programed in the" " database. Odoo uses a delayed task to send emails that are considered \"not" " urgent\" (newsletter formats, such as: mass mailing, marketing automation, " "and events). The system utility **cron** can be used to schedule programs to" -" run automatically at predetermined intervals. Odoo uses that policy in " -"order to avoid cluttering the mail servers and, instead, prioritizes " -"individual communication. This **cron** is called :guilabel:`Mail: Email " -"Queue Manager`, and can be accessed in :ref:`developer mode ` by going to :menuselection:`Settings app --> Technical menu --> " -"Automation --> Scheduled Actions`." +" run automatically at predetermined intervals. Odoo uses that policy to " +"avoid cluttering the mail servers and, instead, prioritizes individual " +"communication. This **cron** is called :guilabel:`Mail: Email Queue " +"Manager`, and can be accessed in :ref:`developer mode ` by " +"going to :menuselection:`Settings app --> Technical menu --> Automation: " +"Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:142 +#: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:146 +#: ../../content/applications/general/email_communication/faq.rst:151 msgid "" "By default, the *Mass Mailing cron* runs every 60 minutes. This can be " "changed to no less than 5 minutes. However, running the action every 5 " @@ -3634,41 +3637,41 @@ msgid "" "adjustments." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:151 +#: ../../content/applications/general/email_communication/faq.rst:156 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:155 +#: ../../content/applications/general/email_communication/faq.rst:160 msgid "Incoming emails" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:157 +#: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "When there is an issue with incoming emails, there might not be an " -"indication, per se, in Odoo. It is the sending email client, who tries to " -"contact a database, that will get a bounce-back message (most of the time a " +"indication in Odoo. It is the sending email client, who tries to contact a " +"database, that gets a bounce-back message (most of the time it is a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:162 +#: ../../content/applications/general/email_communication/faq.rst:167 msgid "Email is not received" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:164 +#: ../../content/applications/general/email_communication/faq.rst:169 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:166 +#: ../../content/applications/general/email_communication/faq.rst:171 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:168 +#: ../../content/applications/general/email_communication/faq.rst:173 msgid "" "Logs are a stored collection of all the tasks completed in a database. They " "are a text-only representation, complete with timestamps of every action " @@ -3678,58 +3681,58 @@ msgid "" "servers from the database." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:174 +#: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The folder :file:`~/logs/` (accessed by the command line or on the Odoo.sh " "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:179 +#: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "The two most recent days (today and yesterday) are not compressed, while the" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:183 +#: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:187 +#: ../../content/applications/general/email_communication/faq.rst:192 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:190 +#: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:193 +#: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "**Odoo Online** users won't have access to the logs. However `Odoo Support " "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:198 +#: ../../content/applications/general/email_communication/faq.rst:203 msgid "Get help from Odoo support" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:200 +#: ../../content/applications/general/email_communication/faq.rst:205 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:203 +#: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "Send a copy of the email headers. The `.EML` file (or **headers**) of the " "email is the file format containing all the technical information required " @@ -3739,67 +3742,67 @@ msgid "" "efficient way for the Odoo Support team to investigate." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:210 +#: ../../content/applications/general/email_communication/faq.rst:215 msgid "" "`Gmail documentation on headers " "`_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:211 +#: ../../content/applications/general/email_communication/faq.rst:216 msgid "" "`Outlook documentation on headers `_" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:214 +#: ../../content/applications/general/email_communication/faq.rst:219 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:217 +#: ../../content/applications/general/email_communication/faq.rst:222 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:218 +#: ../../content/applications/general/email_communication/faq.rst:223 msgid "Is this a message being sent from the Odoo database?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:219 +#: ../../content/applications/general/email_communication/faq.rst:224 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:220 +#: ../../content/applications/general/email_communication/faq.rst:225 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:222 +#: ../../content/applications/general/email_communication/faq.rst:227 msgid "Provide answers to the following questions:" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:224 +#: ../../content/applications/general/email_communication/faq.rst:229 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:226 +#: ../../content/applications/general/email_communication/faq.rst:231 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" -#: ../../content/applications/general/email_communication/faq.rst:230 +#: ../../content/applications/general/email_communication/faq.rst:235 msgid "" "The bounce system parameter needs to be set in the technical settings in " "order for the database to correctly receive bounce messages. To access this " "setting, go to :menuselection:`Settings app --> Technical menu --> " -"Parameters --> System Parameters`. Then select the parameter name " -":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " +"Parameters: System Parameters`. Then, select the parameter name " +":guilabel:`mail.bounce.alias` and set the value to `bounce` if it is not " "already set." msgstr "" diff --git a/locale/zh_TW/LC_MESSAGES/hr.po b/locale/zh_TW/LC_MESSAGES/hr.po index 5c0304556..8c66ed8e1 100644 --- a/locale/zh_TW/LC_MESSAGES/hr.po +++ b/locale/zh_TW/LC_MESSAGES/hr.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -654,7 +654,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:332 -#: ../../content/applications/hr/recruitment.rst:748 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 msgid "Skills tab" msgstr "" @@ -715,7 +715,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:365 -#: ../../content/applications/hr/recruitment.rst:797 +#: ../../content/applications/hr/recruitment.rst:533 msgid "Schedule a meeting" msgstr "" @@ -868,140 +868,11 @@ msgid "" msgstr "" #: ../../content/applications/hr/appraisals.rst:440 -#: ../../content/applications/hr/attendances.rst:433 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:444 -#: ../../content/applications/hr/time_off.rst:830 -msgid "Reporting" -msgstr "報告" - -#: ../../content/applications/hr/appraisals.rst:442 -msgid "" -"The *Appraisals* application tracks two metrics across two different " -"reports: an :ref:`appraisal analysis `, and a " -":ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:448 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:450 -msgid "" -"To access the *Appraisal Analysis* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Appraisal " -"Analysis`. This displays a report of all the appraisals in the database, " -"highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:454 -msgid "" -"Appraisals in yellow are completed, appraisals in orange are in-progress " -"(the appraisal is confirmed, but not completed), and appraisals in gray are " -"scheduled (according to the :ref:`appraisals/appraisal-plan`), but have not " -"been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:458 -msgid "" -"The report displays the whole current year, by default, grouped by " -"department." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:460 -msgid "" -"To change the calendar view presented, change the date settings in the top-" -"left of the report. The options to display are :guilabel:`Day`, " -":guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to" -" move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:464 -msgid "" -"At any point, click the :guilabel:`Today` button to present the calendar to " -"include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:467 -msgid "" -"The report can have other filters and groupings set in the " -":guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:476 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:478 -msgid "" -"To access the *Skills Evolution* report, navigate to " -":menuselection:`Appraisals application --> Reporting --> Skills Evolution`. " -"This displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:481 -msgid "" -"All the lines of the report are collapsed, by default. To view the details " -"of a line, click on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:484 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:486 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:487 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:488 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:489 -msgid "" -":guilabel:`Previous Skill Level`: the level the employee had previously " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:490 -msgid "" -":guilabel:`Previous Skill Progress`: the previous percentage of competency " -"achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:492 -msgid "" -":guilabel:`Current Skill Level`: the current level the employee has achieved" -" for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:493 -msgid "" -":guilabel:`Current Skill Progress`: the current percentage of competency " -"achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:494 -msgid "" -":guilabel:`Justification`: any notes entered on the skill explaining the " -"progress." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:501 msgid ":doc:`appraisals/goals`" +msgstr ":doc:`appraisals/goals`" + +#: ../../content/applications/hr/appraisals.rst:441 +msgid ":doc:`appraisals/reporting`" msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:3 @@ -1171,6 +1042,259 @@ msgid "" "appears in the top-right corner of the goal form." msgstr "" +#: ../../content/applications/hr/appraisals/reporting.rst:3 +#: ../../content/applications/hr/attendances.rst:433 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals.rst:329 +#: ../../content/applications/hr/time_off.rst:595 +msgid "Reporting" +msgstr "報告" + +#: ../../content/applications/hr/appraisals/reporting.rst:5 +msgid "" +"In Odoo's *Appraisals* app, two metrics are tracked as appraisals are " +"completed: an :ref:`appraisal analysis `, and a " +":ref:`skills evolution `." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:11 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:13 +msgid "" +"To access the *Appraisal Analysis* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:16 +msgid "" +"On the :guilabel:`Appraisal Analysis` page, there is a report of all the " +"appraisals in the database, highlighted in different colors to represent " +"their status." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:19 +msgid "" +"Appraisals in yellow are *Done*, appraisals in orange are in progress (the " +"*Appraisal Sent*, but not completed), appraisals in red have been " +"*Cancelled*, and appraisals in gray are scheduled *To Start* (according to " +"the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:23 +msgid "" +"The report displays the current year, in a default Gantt view, and is " +"grouped by department." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:25 +msgid "" +"To change the period of time that is presented by default, adjust the date " +"settings in the top-left of the report. The options to display are " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. " +"Use the arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:29 +msgid "" +"At any point, click the :guilabel:`Today` button to have the Gantt view " +"include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:32 +#: ../../content/applications/hr/appraisals/reporting.rst:93 +msgid "" +"The report can have other :ref:`filters ` and " +":ref:`groupings ` set in the :guilabel:`Search...` bar at the " +"top." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:40 +msgid "" +"Appraisals that have been cancelled appear in red on the " +":guilabel:`Appraisal Analysis` report, but there is no preconfigured filter " +"to show only cancelled appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:43 +msgid "" +"To view only cancelled appraisals, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:46 +msgid "" +"Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` " +"section, and a :guilabel:`Add Custom Filter` pop up window loads." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:49 +msgid "" +"Using the drop-down menu, select :guilabel:`Status` for the first drop-down," +" then select :guilabel:`Cancelled` for the third drop-down field. Click the " +":guilabel:`Add` button, and only appraisals that have been cancelled appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show cancelled " +"appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:60 +msgid "Skills evolution" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:62 +msgid "" +"To access the *Skills Evolution* report, navigate to " +":menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The " +":guilabel:`Appraisal Skills Report` page displays a report of all skills, " +"grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:66 +msgid "" +"Skill levels are **only** updated after an appraisal is marked as done. Any " +"skill level changes from any ongoing appraisals that have **not** been " +"finalized are **not** included in this report." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:69 +msgid "" +"All the lines of the report are collapsed, by default. To view the details " +"of a line, click anywhere on a line to expand the data." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:72 +msgid "Each skill has the following information listed:" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:74 +msgid ":guilabel:`Employee`: name of the employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:75 +msgid ":guilabel:`Skill Type`: the category the skill falls under." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:76 +msgid ":guilabel:`Skill`: the specific, individual skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:77 +msgid "" +":guilabel:`Previous Skill Level`: the level the employee had previously " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:78 +msgid "" +":guilabel:`Previous Skill Progress`: the previous percentage of competency " +"achieved for the skill (based on the :guilabel:`Skill Level`)." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:80 +msgid "" +":guilabel:`Current Skill Level`: the current level the employee has achieved" +" for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:81 +msgid "" +":guilabel:`Current Skill Progress`: the current percentage of competency " +"achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:82 +msgid "" +":guilabel:`Justification`: any notes entered on the skill, explaining the " +"progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:84 +msgid "" +"The color of the skill text indicates any changes from the previous " +"appraisal. Skill levels that have increased since the last appraisal appear " +"in green as an *Improvement*, skill levels that have not changed appear in " +"black as *No Change*, and skills that have regressed appear in red as " +"*Regression*." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst-1 +msgid "A report showing all the skills grouped by employee." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:97 +msgid "" +"Since the :guilabel:`Appraisal Skills Report` organizes all skills by " +"employee, it can be difficult to find employees with a specific skill at a " +"specific level. To find these employees, a custom filter must be used." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:101 +msgid "" +"To view only employees with an :guilabel:`Expert` level of the " +":guilabel:`Javascript` skill, first remove any active filters in the " +":guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:104 +msgid "" +"Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the " +":guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the " +":guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up " +"window." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:108 +msgid "" +"Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, " +"then select :guilabel:`Javascript` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:111 +msgid "" +"Next, click the :guilabel:`New Rule` button, and another line appears. In " +"this second line, select :guilabel:`Current Skill Level` for the first drop-" +"down, then select :guilabel:`Expert` for the third drop-down field." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:115 +msgid "" +"After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` " +"in the sentence :guilabel:`Match any of the following rules:` changes from " +"plain text into a drop-down menu. Click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` icon after the word :guilabel:`any`, and select " +":guilabel:`all`." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:120 +msgid "" +"Finally, click the :guilabel:`Add` button, and only employees that have an " +":guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:0 +msgid "" +"The Custom Filter pop-up with the parameters set to only show employees with expert\n" +"level for the skill javascript." +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:129 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/reporting.rst:130 +msgid ":doc:`../../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:5 msgid "Attendances" msgstr "考勤" @@ -1615,7 +1739,7 @@ msgid "The goodbye message with all the employee's check out information." msgstr "" #: ../../content/applications/hr/attendances.rst:271 -#: ../../content/applications/hr/time_off.rst:681 +#: ../../content/applications/hr/time_off.rst:551 msgid "Overview" msgstr "概覽" @@ -1992,11 +2116,11 @@ msgstr "" #: ../../content/applications/hr/attendances.rst:460 msgid ":doc:`attendances/check_in_check_out`" -msgstr "" +msgstr ":doc:`attendances/check_in_check_out`" #: ../../content/applications/hr/attendances.rst:461 msgid ":doc:`attendances/hardware`" -msgstr "" +msgstr ":doc:`attendances/hardware`" #: ../../content/applications/hr/attendances/check_in_check_out.rst:3 msgid "Check in and out" @@ -5468,9 +5592,9 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch.rst:230 +#: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:894 -#: ../../content/applications/hr/payroll/work_entries.rst:54 +#: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:222 msgid "Enter the following information on the form:" msgstr "" @@ -6148,7 +6272,7 @@ msgstr "" #: ../../content/applications/hr/frontdesk.rst:223 msgid ":doc:`frontdesk/visitors`" -msgstr "" +msgstr ":doc:`frontdesk/visitors`" #: ../../content/applications/hr/frontdesk/visitors.rst:3 msgid "Visitors" @@ -6860,134 +6984,17 @@ msgid "A list view of the locations with the new button highlighted." msgstr "" #: ../../content/applications/hr/lunch.rst:221 -msgid "Products" -msgstr "產品" - -#: ../../content/applications/hr/lunch.rst:223 -msgid "" -"Before any orders can be placed, the individual products that are being " -"offered must be configured, as no products are pre-configured in Odoo, by " -"default." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:226 -msgid "" -"First, navigate to the products page by going to :menuselection:`Lunch app " -"--> Configuration: Products`. Next click the :guilabel:`New` button in the " -"top-left corner and a blank product form loads." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:232 -msgid ":guilabel:`Product Name*`: enter the name for the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:233 -msgid "" -":guilabel:`Product Category*`: using the drop-down menu, select the category" -" this product falls under." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:235 -msgid "" -":guilabel:`Vendor*`: using the drop-down menu, select the vendor that " -"supplies this product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:236 -msgid "" -":guilabel:`Price`: enter the price for the product. The currency is " -"determined by the localization of the company." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:238 -msgid "" -":guilabel:`Description`: enter a description of the product in this field. " -"This description appears beneath the product photo when users are viewing " -"the options for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:240 -msgid "" -":guilabel:`New Until`: using the calendar popover, select the date that the " -"product will no longer be labeled as new. Until this date, a green `New` tag" -" appears on the product." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:242 -msgid "" -":guilabel:`Company`: if the product should only be available to a specific " -"company, select it from the drop-down menu. If this field is left blank, " -"this product is available for all companies in the database." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:245 -msgid "" -"Image: hover over the image box in the top-right corner of the form, and " -"click the :guilabel:`✏️ (pencil)` edit icon that appears. A file explorer " -"pop-up window appears. Navigate to the image, then click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:249 -msgid "(*) indicates required field." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "A product form filled out for a nine inch pizza." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:256 -msgid "Product categories" -msgstr "產品類別" - -#: ../../content/applications/hr/lunch.rst:258 -msgid "" -"Product categories are a way to organize the offerings in the *Lunch* app, " -"and allows for users to quickly filter the offerings when reviewing the menu" -" for the day." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:261 -msgid "" -"To add or modify categories, navigate to :menuselection:`Lunch app --> " -"Configuration: Product Categories`. The available categories appear in a " -"list view. In the *Lunch* app, there are four default categories : " -":guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and " -":guilabel:`Drinks`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:266 -msgid "" -"To add a new category, click the :guilabel:`New` button in the top-left " -"corner, and a blank category form loads. Enter a name in the " -":guilabel:`Product Category` field. If the category is company-specific and " -"should only appear for a certain company, select the :guilabel:`Company` " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:271 -msgid "" -"If desired, add a photo for the category. Hover over the image box in the " -"top-right, and click the :guilabel:`✏️ (pencil)` edit icon that appears. A " -"file explorer pop-up window appears. Navigate to the image, then click " -":guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/lunch.rst-1 -msgid "The category form, with the fields filled out for a Soup category." -msgstr "" - -#: ../../content/applications/hr/lunch.rst:280 -#: ../../content/applications/hr/referrals.rst:392 +#: ../../content/applications/hr/referrals/alerts.rst:3 msgid "Alerts" msgstr "警示" -#: ../../content/applications/hr/lunch.rst:282 +#: ../../content/applications/hr/lunch.rst:223 msgid "" "It is possible to set up alerts that can either be displayed in the *Lunch* " "app, or be sent to specific employees via the *Discuss* app." msgstr "" -#: ../../content/applications/hr/lunch.rst:285 +#: ../../content/applications/hr/lunch.rst:226 msgid "" "No alerts are pre-configured by default. To set up an alert, navigate to " ":menuselection:`Lunch app --> Configuration: Alerts`. Click the " @@ -6995,21 +7002,21 @@ msgid "" "loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/lunch.rst:289 +#: ../../content/applications/hr/lunch.rst:230 msgid "" ":guilabel:`Alert Name`: enter a name for the alert. This should be short and" " descriptive, such as `New Lunch Vendor` or `Order by 11`. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:291 +#: ../../content/applications/hr/lunch.rst:232 msgid "" ":guilabel:`Display`: select whether the alert is visible in the *Lunch* app " "(:guilabel:`Alert in app)` or sent to employees via the *Discuss* app in a " "chat window (:guilabel:`Chat notification`)." msgstr "" -#: ../../content/applications/hr/lunch.rst:294 +#: ../../content/applications/hr/lunch.rst:235 msgid "" ":guilabel:`Recipients`: this field only appears if :guilabel:`Chat " "notification` is selected for the :guilabel:`Display` option. Select who " @@ -7018,7 +7025,7 @@ msgid "" "last month`, or :guilabel:`Employee who ordered last year`." msgstr "" -#: ../../content/applications/hr/lunch.rst:299 +#: ../../content/applications/hr/lunch.rst:240 msgid "" ":guilabel:`Location`: select the locations the alert should appear for from " "the drop-down menu. Multiple locations can be selected. This field is " @@ -7026,32 +7033,32 @@ msgid "" "the locations from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch.rst:302 +#: ../../content/applications/hr/lunch.rst:243 msgid "" ":guilabel:`Show Until`: if the alert should expire on a specific date, " "select the date from the calendar picker." msgstr "" -#: ../../content/applications/hr/lunch.rst:304 +#: ../../content/applications/hr/lunch.rst:245 msgid "" ":guilabel:`Active`: this option is on (appears green) by default. To turn " "off the alert, click the toggle so that it no longer appears green." msgstr "" -#: ../../content/applications/hr/lunch.rst:306 +#: ../../content/applications/hr/lunch.rst:247 msgid "" ":guilabel:`Message`: Enter the alert message in this field. This field is " "**required**." msgstr "" -#: ../../content/applications/hr/lunch.rst:307 +#: ../../content/applications/hr/lunch.rst:248 msgid "" ":guilabel:`Notification Time`: select the days of the week the alert should " "be sent. By default, all seven days are active. Click on a checkbox to " "change the setting from active to inactive." msgstr "" -#: ../../content/applications/hr/lunch.rst:310 +#: ../../content/applications/hr/lunch.rst:251 msgid "" "If :guilabel:`Chat notification` was selected for the :guilabel:`Display` " "option, a :guilabel:`Time` field also appears. Enter the time the chat " @@ -7066,15 +7073,19 @@ msgid "" "asking employees to submit orders by 11:30 AM." msgstr "" -#: ../../content/applications/hr/lunch.rst:321 +#: ../../content/applications/hr/lunch.rst:262 +msgid ":doc:`lunch/products`" +msgstr "" + +#: ../../content/applications/hr/lunch.rst:263 msgid ":doc:`lunch/orders`" msgstr "" -#: ../../content/applications/hr/lunch.rst:322 +#: ../../content/applications/hr/lunch.rst:264 msgid ":doc:`lunch/user-accounts`" msgstr "" -#: ../../content/applications/hr/lunch.rst:323 +#: ../../content/applications/hr/lunch.rst:265 msgid ":doc:`lunch/management`" msgstr "" @@ -7816,6 +7827,131 @@ msgid "" "highlighted." msgstr "" +#: ../../content/applications/hr/lunch/products.rst:3 +msgid "Products" +msgstr "產品" + +#: ../../content/applications/hr/lunch/products.rst:5 +msgid "" +"Odoo's *Lunch* app does **not** come with any products preconfigured. The " +"individual products being offered must first be configured before orders can" +" be placed." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:8 +msgid "" +"To add and configure products for the *Lunch* app, navigate to " +":menuselection:`Lunch app --> Configuration --> Products`. Next, click the " +":guilabel:`New` button in the top-left corner, and a blank product form " +"loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:14 +msgid "" +":guilabel:`Product Name`: enter the name for the product. This field is " +"**required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:15 +msgid "" +":guilabel:`Product Category`: using the drop-down menu, select the " +":ref:`category ` this product falls under. This " +"field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:17 +msgid "" +":guilabel:`Vendor`: using the drop-down menu, select the vendor that " +"supplies this product. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:19 +msgid "" +":guilabel:`Price`: enter the price for the product. The currency is " +"determined by the company's localization." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:21 +msgid "" +":guilabel:`Description`: enter a description of the product in this field. " +"This description appears beneath the product photo when users are viewing " +"the day's options." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:23 +msgid "" +":guilabel:`New Until`: using the calendar popover, select the date on which " +"the product is no longer labeled as new. Until this date, a green `New` tag " +"appears on the product." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:25 +msgid "" +":guilabel:`Company`: if the product should only be available to a specific " +"company, select it from the drop-down menu. If this field is left blank, " +"this product is available for all companies in the database." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:28 +msgid "" +"**Image**: hover over the image box in the top-right corner of the form, and" +" click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file " +"explorer pop-up window appears. Navigate to the image, then click " +":guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "A product form filled out for a nine inch pizza." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories" +msgstr "產品類別" + +#: ../../content/applications/hr/lunch/products.rst:41 +msgid "" +"Product categories organize the offerings in the *Lunch* app, and allows " +"users to quickly filter them when reviewing the menu for the day." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:44 +msgid "" +"To add or modify categories, navigate to :menuselection:`Lunch app --> " +"Configuration: Product Categories`. The available categories appear in a " +"list view." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:47 +msgid "" +"In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`," +" :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:50 +msgid "" +"To add a new category, click the :guilabel:`New` button in the top-left " +"corner, and a blank category form loads." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:53 +msgid "" +"Enter a name in the :guilabel:`Product Category` field. If the category is " +"company-specific and should only appear for a certain company, select the " +":guilabel:`Company` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst:56 +msgid "" +"If desired, add a photo for the category. Hover over the image box in the " +"top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " +"appears. This opens a file explorer pop-up window. Navigate to the image, " +"then click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/hr/lunch/products.rst-1 +msgid "The category form, with the fields filled out for a Soup category." +msgstr "" + #: ../../content/applications/hr/lunch/user-accounts.rst:3 msgid "Manage user accounts" msgstr "" @@ -8321,7 +8457,6 @@ msgid "Salary information tab" msgstr "" #: ../../content/applications/hr/payroll.rst:163 -#: ../../content/applications/hr/payroll/contracts.rst:104 msgid "" ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or " ":guilabel:`Hourly Wage` from the drop-down menu." @@ -8504,7 +8639,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:265 #: ../../content/applications/hr/payroll.rst:730 -#: ../../content/applications/hr/payroll/contracts.rst:43 +#: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -9546,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll.rst:806 -#: ../../content/applications/hr/payroll/contracts.rst:143 +#: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" @@ -9855,9 +9990,9 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:5 msgid "" -"Every employee in Odoo is required to have a contract to be paid. A contract" -" outlines the terms of an employee's job position, compensation, working " -"hours, and any other details specific to their role." +"Every employee in Odoo is required to have a contract in order to be paid. A" +" contract outlines the terms of an employee's position, their compensation, " +"working hours, and any other details about their position." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -9871,19 +10006,11 @@ msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:15 msgid "" -"To view the employee contracts, go to :menuselection:`Payroll app --> " -"Contracts --> Contracts` from the top menu. All employee contracts are " -"displayed in a default list view, grouped into four categories: " -":guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and " -":guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:19 -msgid "" -"The default view has all categories collapsed. The number of contracts in " -"each category is displayed next to the category name (example: `Running " -"(20)`). To view the list of contracts under any category, click on the " -"category, and the list expands downward, showing all contracts beneath it." +"To view the employee contracts, go to the :menuselection:`Payroll app --> " +"Contracts --> Contracts` from the top menu. All employee contracts, and " +"their current contract status, are displayed in a Kanban view, by default. " +"The Kanban view displays running contracts, contracts that require action, " +"expired contracts, and cancelled contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 @@ -9892,37 +10019,38 @@ msgid "" "issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:28 +#: ../../content/applications/hr/payroll/contracts.rst:25 msgid "" "The list of contracts in the *Payroll* application matches the list of " "contracts in the *Employees* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:34 -msgid "Create new contracts" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:36 +#: ../../content/applications/hr/payroll/contracts.rst:30 msgid "" -"For an employee to be paid, an active contract is required. When a new " -"contract is needed, click the :guilabel:`New` button on the " +"In order for an employee to be paid, an active contract is required. If a " +"new contract is needed, click the :guilabel:`Create` button on the " ":guilabel:`Contracts` dashboard. A contract form appears where the " -"information can be entered." +"information can be entered. Required fields are underlined in bold." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 +#: ../../content/applications/hr/payroll/contracts.rst:35 +msgid "New contract form" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:42 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid "" ":guilabel:`Contact Reference`: type in the name or title for the contract, " "such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:47 +#: ../../content/applications/hr/payroll/contracts.rst:44 msgid "" ":guilabel:`Employee`: using the drop-down menu, select the employee that the" " contract applies to." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 +#: ../../content/applications/hr/payroll/contracts.rst:45 msgid "" ":guilabel:`Contract Start Date`: the date the contract starts. To choose a " "date, click the drop-down menu, navigate to the correct month and year with " @@ -9930,20 +10058,21 @@ msgid "" "field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:48 msgid "" ":guilabel:`Contract End Date`: if the contract has a specific end date, " "click the drop-down menu, navigate to the correct month and year with the " ":guilabel:`< > (arrow)` icons, then click on the desired date." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:54 +#: ../../content/applications/hr/payroll/contracts.rst:51 +#: ../../content/applications/hr/payroll/contracts.rst:105 msgid "" ":guilabel:`Working Schedule`: select one of the working schedules from the " "drop-down menu. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:58 +#: ../../content/applications/hr/payroll/contracts.rst:55 msgid "" "The :guilabel:`Working Schedule` drop-down menu displays all the working " "schedules for the selected company. To modify or add to this list, go to " @@ -9952,34 +10081,34 @@ msgid "" "working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 +#: ../../content/applications/hr/payroll/contracts.rst:60 msgid "" ":guilabel:`Work Entry Source`: select how the :doc:`work entries " "` are generated. This field is **required**. Click the radio " "button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:63 msgid "" ":guilabel:`Working Schedule`: work entries are generated based on the " "selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:68 +#: ../../content/applications/hr/payroll/contracts.rst:65 msgid "" ":guilabel:`Attendances`: work entries are generated based on the employee's " "check-in records in the *Attendances* application. (This requires the " "*Attendances* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:70 +#: ../../content/applications/hr/payroll/contracts.rst:67 msgid "" ":guilabel:`Planning`: work entries are generated based on the planned " "schedule for the employee from the *Planning* application. (This requires " "the *Planning* application)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:73 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "" ":guilabel:`Salary Structure Type`: select one of the salary structure types " "from the drop-down menu. The default salary structure types are " @@ -9987,19 +10116,19 @@ msgid "" "type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:76 +#: ../../content/applications/hr/payroll/contracts.rst:73 msgid "" ":guilabel:`Department`: select the department the contract applies to from " "the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:74 msgid "" ":guilabel:`Job Position`: select the specific job position the contract " "applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:81 +#: ../../content/applications/hr/payroll/contracts.rst:78 msgid "" "If the selected :guilabel:`Job Position` has a contract template linked to " "it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary " @@ -10007,70 +10136,108 @@ msgid "" "Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:82 msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:86 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid "" ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, " ":guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or " ":guilabel:`Part-Time` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" "New contract form to be filled in when creating a new contract, with required fields\n" "outlined in red." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:93 +msgid ":guilabel:`Employee`: name of the employee the contract applies to." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:94 msgid "" -"The general information section filled out, with the required fields " -"highlighted in red." +":guilabel:`Contract Start Date`: the date the contract starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid "Salary Information tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:99 +#: ../../content/applications/hr/payroll/contracts.rst:98 msgid "" -"This section is where the specific salary details are defined. This section " -"is country-specific, so depending on where the company is located, these " -"fields may vary." +":guilabel:`Contract End Date`: the date the contract ends. Choose a date by " +"clicking on the drop-down menu, navigating to the correct month and year by " +"using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:102 -msgid "The following fields are universal and apply to all localizations:" +msgid "" +":guilabel:`Salary Structure Type`: select one of the salary structure types " +"from the drop-down menu. The default salary structure types are " +":guilabel:`Employee` or :guilabel:`Worker`. A new salary structure type can " +"be created by typing the name in the field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:107 +msgid ":guilabel:`Department`: the department the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:108 msgid "" -":guilabel:`Schedule Pay`: select how often the employee is paid using the " -"drop-down menu. Options are :guilabel:`Annually`, :guilabel:`Semi-annually`," -" :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, " -":guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or " -":guilabel:`Daily`." +":guilabel:`Job Position`: the specific job position the contract applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:109 +msgid "" +":guilabel:`Wage on Payroll`: the amount to be paid to the employee each " +"month." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:110 msgid "" -":guilabel:`Wage`: enter the employee's gross wage. The metric for the " -":guilabel:`Wage` is based on what is selected for the :guilabel:`Schedule " -"Pay`." +":guilabel:`Contract Type`: choose from :guilabel:`CDI`, :guilabel:`CDD`, or " +":guilabel:`PFI` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:113 +msgid "" +":guilabel:`CDI` is an open-ended contract with only a start date, but no end" +" date." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:114 +msgid ":guilabel:`CDD` is a contract with both a start date and an end date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:115 msgid "" -"If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then " -"the :guilabel:`Wage` field appears in a `$0.00/year` format. If the " -":guilabel:`Schedule Pay` is set to :guilabel:`Bi-weekly`, then the " -":guilabel:`Wage` field appears in a `$0.00/two weeks` format." +":guilabel:`PFI` is a Belgian-specific contract used when hiring employees " +"that need training, and covers the training period specifically." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:118 msgid "" +":guilabel:`HR Responsible`: if there is a specific person in HR that is " +"responsible for the contract, select the person from the drop-down menu. " +"This field is required." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid "" +"The :guilabel:`Working Schedule` drop-down menu displays all the working " +"times for the selected :guilabel:`Company`. To modify or add to this list, " +"go to :menuselection:`Payroll app --> Configuration --> Working Times`, and " +"either :guilabel:`Create` a new working time, or click on an existing " +"working time, then edit it by clicking :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:127 +msgid "" ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " "amount is the total yearly cost for the employer. This field can be " @@ -10079,7 +10246,7 @@ msgid "" "(Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid "" ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the " ":guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This " @@ -10088,48 +10255,68 @@ msgid "" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:142 msgid "Contract Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:135 +#: ../../content/applications/hr/payroll/contracts.rst:144 msgid "" -"The contract details section allows for the addition and editing of a " -"contract, and the ability to send the contract to the employee for approval " -"and signatures." +"The :guilabel:`Contract Details` tab allows for the addition and editing of " +"a contract, along with specifying which template to use when a new contract " +"is created. These fields **must** be populated in order to create a new " +"contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:138 +#: ../../content/applications/hr/payroll/contracts.rst:149 +msgid "" +"To access the various contract template fields in the :guilabel:`Contract " +"Details` tab, the *Salary Configurator* (`hr_contract_salary`) module " +"**must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:153 +msgid "" +"When the *Salary Configurator* module is installed, the *Salary Configurator" +" - Holidays* and *Salary Configurator - Payroll* modules install, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:156 +msgid "" +"Once the modules are installed, the database reverts to the main dashboard." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:158 msgid "" ":guilabel:`Contract Template`: select a pre-existing contract template from " "the drop-down menu. Contract templates are typically created through the " "configuration menu, and stored in the *Documents* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:145 +#: ../../content/applications/hr/payroll/contracts.rst:165 msgid "" ":guilabel:`HR Responsible`: select the person who is responsible for " "validating the contract from the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:147 +#: ../../content/applications/hr/payroll/contracts.rst:167 msgid "" ":guilabel:`New Contract Document Template`: select a contract from the drop-" "down menu to be modified for this new employee contract. These documents are" " stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:149 +#: ../../content/applications/hr/payroll/contracts.rst:169 msgid "" ":guilabel:`Contract Update Document Template`: select a contract from the " "drop-down menu, if the employee has an existing contract that requires " "updating. These documents are stored in the *Sign* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:154 +#: ../../content/applications/hr/payroll/contracts.rst:174 msgid "" "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, " "and :guilabel:`Contract Update Document Template` fields are only visible if" @@ -10140,46 +10327,46 @@ msgid "" "any contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:161 +#: ../../content/applications/hr/payroll/contracts.rst:181 msgid "Accounting section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:163 +#: ../../content/applications/hr/payroll/contracts.rst:183 msgid "" ":guilabel:`Analytic Account`: select the account the contract affects from " "the drop-down menu. It is recommended to check with the accounting " "department to ensure the correct account is selected." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:167 +#: ../../content/applications/hr/payroll/contracts.rst:187 msgid "Part Time section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:169 +#: ../../content/applications/hr/payroll/contracts.rst:189 msgid "" ":guilabel:`Part Time`: tick this box if the employee is working part-time. " "When active, additional fields appear:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:172 +#: ../../content/applications/hr/payroll/contracts.rst:192 msgid "" ":guilabel:`% (Percentage)`: enter the percent of time the employee works as " "compared to a full-time employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:174 +#: ../../content/applications/hr/payroll/contracts.rst:194 msgid "" ":guilabel:`Standard Calendar`: select the working hours that a typical full-" "time worker uses from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:176 +#: ../../content/applications/hr/payroll/contracts.rst:196 msgid "" ":guilabel:`Part Time Work Entry Type`: select the work entry type that " "generates the balance of a full-time working schedule." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:180 +#: ../../content/applications/hr/payroll/contracts.rst:200 msgid "" "If a full-time employee works 40 hours a week, and the employee works 20, " "enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 " @@ -10189,11 +10376,11 @@ msgid "" "hours worth of work entries." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 +#: ../../content/applications/hr/payroll/contracts.rst:207 msgid "Notes section" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 +#: ../../content/applications/hr/payroll/contracts.rst:209 msgid "" ":guilabel:`Notes`: a text field where any notes for the employee contract " "are entered for future reference." @@ -10203,322 +10390,341 @@ msgstr "" msgid "Contract details in optional tabs for a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Personal Documents tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:199 +#: ../../content/applications/hr/payroll/contracts.rst:216 msgid "" -"Once an :guilabel:`Employee` is selected in the :ref:`General Information " -"section `, the :guilabel:`Personal Documents` tab appears." +":guilabel:`Analytic Account`: this field allows a link between the contract " +"and a specific analytic account for accounting purposes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 +#: ../../content/applications/hr/payroll/contracts.rst:218 msgid "" -"If any documents are needed to keep on file, add them in the " -":guilabel:`Personal Documents` tab. Depending on what other applications are" -" installed, and what kind of benefits are enabled (and offered) to the " -"employee, the various options to add a file varies. The :guilabel:`Image` " -"option always appears, and is available by default." +":guilabel:`Contract Template`: select a pre-existing contract template from " +"the drop-down menu. Contract templates are typically created through the " +"*Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:207 +#: ../../content/applications/hr/payroll/contracts.rst:220 +msgid "" +":guilabel:`New Contract Document Template`: select a contract from the drop-" +"down menu to be modified for this new employee contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:222 +msgid "" +":guilabel:`Contract Update Document Template`: select a contract from the " +"drop-down menu, if the employee has an existing contract that requires " +"updating." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:224 +msgid "" +":guilabel:`Notes`: the notes field is a text field where any notes for the " +"employee contract can be entered for future reference." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:228 +msgid "Modify a contract template" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:230 +msgid "" +"Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the " +"end of either the :guilabel:`New Contract Document Template` or " +":guilabel:`Contract Update Document Template` to open the corresponding " +"contract template, and proceed to make any desired changes." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:234 msgid "" "Click the :guilabel:`Upload your file` button next to the corresponding " "document, navigate to the file, then click :guilabel:`Open` to select the " "document and add it to the tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:211 -msgid "Modifying contract templates" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid "" -"Contracts templates can be modified at any point when changes are needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:215 -msgid "" -"To modify a contract template, refer to the :ref:`contract templates " -"` section of the main payroll documentation." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:219 -msgid "Salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:221 -msgid "" -"Any automatic deductions or allocations for an employee, such as child " -"support payments and wage garnishments, are referred to as a *salary " -"attachment*. Navigate to :menuselection:`Payroll app --> Contracts --> " -"Salary Attachments` to view a list of all the currently configured salary " -"attachments." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:225 -msgid "" -"Each salary attachment appears with all its relevant details displayed. The " -":guilabel:`Status` for each attachment is color-coded in the far right " -"column." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:228 -msgid "" -"Currently running salary attachments have a :guilabel:`Status` of " -":guilabel:`Running`, and appear in green. Salary attachments that have been " -"paid in-full, and are no longer active, have a :guilabel:`Status` of " -":guilabel:`Completed`, and appear in blue. Cancelled salary attachments have" -" a :guilabel:`Status` of :guilabel:`Cancelled`, and appear in red." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "A list view of all the salary attachments with their status displayed." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:238 -msgid "New salary attachment" +msgid "Modifying contract templates" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:240 msgid "" -"To create a new salary attachment from the :guilabel:`Salary Attachment` " -"page, click :guilabel:`New`, and a blank salary attachment form loads. Enter" -" the following information on the form:" +"Contracts templates can be modified at any point when changes are needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:244 -msgid "" -":guilabel:`Employees`: add any employees the salary attachment applies to " -"using the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:242 +msgid ":guilabel:`Tags`: select any tags associated with the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:248 +#: ../../content/applications/hr/payroll/contracts.rst:243 msgid "" -"Multiple employees can be added, if the salary attachment details are " -"identical. After all employees are added, a :guilabel:`Create Individual " -"Attachments` button appears at the top of the form." +":guilabel:`Signed Document Workspace`: this is where the signatures are " +"stored. Choose a pre-configured workspace, or create a new one. To create a " +"new :guilabel:`Signed Document Workspace`, type in the name of the " +"workspace, then click either :guilabel:`Create` to add the new workspace, or" +" :guilabel:`Create and Edit` to add the workspace and modify the workspace " +"details." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:247 +msgid "" +":guilabel:`Signed Document Tags`: select or create any tags that are only " +"associated with the signed contract, as opposed to the original unsigned " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:249 +msgid "" +":guilabel:`Redirect Link`: enter a redirect link for the employee to access " +"the contract. A redirect link takes the user from one URL to another. In " +"this case, it takes them to the newly-updated contract specifically written " +"for them." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:252 msgid "" -"After the form is completed, click the :guilabel:`Create Individual " -"Attachments` button to create separate salary attachments for each of the " -"employees listed in this field." +":guilabel:`Who can Sign`: select either :guilabel:`All Users` or " +":guilabel:`On Invitation`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:0 +#: ../../content/applications/hr/payroll/contracts.rst:254 msgid "" -"The Create Individual Attachments button that appears after multiple employees are\n" -"added to the Employees field." +":guilabel:`All Users`: any user in the organization can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:260 +#: ../../content/applications/hr/payroll/contracts.rst:255 msgid "" -"This is a time-saving tip, so that separate salary attachments do not need " -"to be created individually. They can be created in a batch using this " -"method." +":guilabel:`On Invitation`: only users selected in this field can sign the " +"contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:257 +msgid "" +":guilabel:`Invited Users`: select the person (or people) that can sign the " +"document." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:258 +msgid "" +":guilabel:`Document`: the attached document can be replaced by clicking the " +":icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so " +"another document can be selected for upload. The file **must** be a PDF. To " +"remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` " +"icon." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:263 msgid "" -":guilabel:`Description`: enter a description for the specific type of salary" -" attachment." +"Once the edits are complete, click the :guilabel:`Save` button. All the " +"information for the selected contract template populates the fields in the " +":guilabel:`Salary Information` tab. Any additional tabs, such as " +":guilabel:`Personal Documents`, appears if applicable." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "" -":guilabel:`Type`: select the :ref:`type of salary attachment " -"` from the drop-down menu. The options " -"listed come from the salary attachment types configured in the configuration" -" menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:267 -msgid "" -":guilabel:`Start Date`: enter the date the salary attachment begins. The " -"first of the current month populates this field, by default. Click on the " -"date, and a calendar appears. Navigate to the desired month and year, using " -"the :guilabel:`< > (arrow)` icons, and click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:271 -msgid "" -":guilabel:`Document`: if any documents are needed for the salary attachment," -" click the :guilabel:`Upload your file` button, and a file explorer appears." -" Navigate to the file, and click :guilabel:`Open` to select them, and attach" -" them to the form." +#: ../../content/applications/hr/payroll/contracts.rst:268 +msgid "Salary information" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 msgid "" -":guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck" -" each month for this salary attachment." +"This section is where the specific salary details are defined. This section " +"is country-specific, so these fields vary, depending on where the company is" +" located." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:276 +#: ../../content/applications/hr/payroll/contracts.rst:277 msgid "" -":guilabel:`Estimated End Date`: this field only appears after the " -":guilabel:`Monthly Amount` field is populated, and if the :guilabel:`Type` " -"is **not** set to :guilabel:`Child Support`. This date is when the salary " -"attachment is predicted to end, and is automatically calculated once both, " -"the :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are " -"populated. This is calculated based on how much is required to be paid, and " -"how much is paid towards that amount each month. If either the " -":guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field " -"automatically updates. It is **not** possible to modify this field." +"Enter the amount in the various fields, or tick a checkbox to apply a " +"benefit. Some options that can be entered here include :guilabel:`Group " +"Insurance Sacrifice Rate` and :guilabel:`Canteen Cost`, for example." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:281 msgid "" -":guilabel:`Total Amount`: enter the total amount to be paid in this field. " -"If :guilabel:`Child Support` is selected for the :guilabel:`Type`, this " -"field does **not** appear." +"Some fields may be automatically filled in as other fields are entered. For " +"example, the :guilabel:`Yearly Cost (Real)` and :guilabel:`Monthly Cost " +"(Real)` updates once the :guilabel:`Wage` is populated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "Enter a new line for each type of garnishment." +#: ../../content/applications/hr/payroll/contracts.rst:286 +msgid "Personal documents" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:291 +#: ../../content/applications/hr/payroll/contracts.rst:288 msgid "" -"When the total amount has been paid for the salary attachment, navigate to " -"the individual salary attachment, and click the :guilabel:`Mark as " -"Completed` button at the top of the form. This changes the status to " -":guilabel:`Completed`, and the garnishments are no longer taken out of the " -"employee's paychecks." +"This tab **only** appears after an :guilabel:`Employee` is selected, and " +"houses any documents that are linked to the employee on their employee " +"record. Documents cannot be added to this tab, this tab **only** shows " +"documents that are already uploaded and associated with the employee." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:297 -msgid "Offers" -msgstr "促銷優惠" - -#: ../../content/applications/hr/payroll/contracts.rst:299 +#: ../../content/applications/hr/payroll/contracts.rst:292 msgid "" -"Once a contract has been created or modified, the contract **must** be sent " -"to the employee to be accepted and signed." +"The available documents in this tab can be downloaded. Click the :icon:`fa-" +"download` :guilabel:`(download)` icon next to the document to download it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:303 -msgid "Send an offer" +#: ../../content/applications/hr/payroll/contracts.rst:296 +msgid "Save and send the contract" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:305 +#: ../../content/applications/hr/payroll/contracts.rst:298 msgid "" -"Open an individual contract by navigating to :menuselection:`Payroll app -->" -" Contracts -> Contracts`, and click on a contract to open the contract form." -" Click on the :guilabel:`Generate Offer` button at the top of the page, and " -"a :guilabel:`Generate Simulation Link` pop-up form appears." +"Once a contract has been created and/or modified, save the contract by " +"clicking the :guilabel:`Save` button. Next, the contract must be sent to the" +" employee to be signed." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:301 +msgid "" +"Click on one of the following buttons to send the contract to the employee:" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:314 +#: ../../content/applications/hr/payroll/contracts.rst:307 msgid "" -"The :guilabel:`Generate Simulation Link` pop-up form contains all the " -"information pulled from the contract, including the :guilabel:`Contract " -"Template`, :guilabel:`Job Position`, :guilabel:`Job Title`, " -":guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default " -"Vehicle`, :guilabel:`Contract Type`, and :guilabel:`Yearly Cost`." +":guilabel:`Generate Simulation Link`: this option is **only** for Belgian " +"companies. Clicking this opens a pop-up window that contains the basic " +"information from the contract, as well as a link for the contract when using" +" the salary configurator. Click :guilabel:`Send` to send an email to the " +"employee, so they can sign the contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:319 +#: ../../content/applications/hr/payroll/contracts.rst:312 msgid "" "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This" " is the timeframe that the contract offer is valid for. By default, this " "field is pre-populated with `30 days`, but it can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:323 +#: ../../content/applications/hr/payroll/contracts.rst:317 msgid "" -"Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer " -"Email` template pop-up window appears. Make any modifications to the email, " -"and attach any additional documents needed, then click :guilabel:`Send` to " -"send the offer." +"In order to send a contract using the :guilabel:`Generate Simulation Link`, " +"there **must** be a signature field in the contract PDF being sent to the " +"employee, so they can sign it." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The email template pop-up to send an offer." +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid "" +":guilabel:`Signature Request`: clicking this reveals a pop-up window, where " +"an email can be typed to the employee. Select the document (such as a " +"contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out " +"the email section. Click :guilabel:`Send` when the email is ready to be " +"sent." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:332 +#: ../../content/applications/hr/payroll/contracts.rst:326 msgid "" "To send a contract using the :guilabel:`Generate Simulation Link`, there " "**must** be a signature field in the contract PDF being sent to the " "employee, so they can sign it." msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:330 +msgid "Salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "" +"Any automatic deductions or allocations for an employee, such as child " +"support payments and wage garnishments, are referred to as a *salary " +"attachment*. This section is where all of these deductions or allocations " +"are set." +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:336 -msgid "Accept an offer" +msgid "" +"To add a new deduction, first navigate to :menuselection:`Payroll app --> " +"Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new" +" salary attachment form loads." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:338 +#: ../../content/applications/hr/payroll/contracts.rst-1 msgid "" -"Once the offer email is received, the offer can be accepted, and the " -"contract can be signed." +"The salary attachment form with everything filled in for Ronnie Hart's child" +" support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:340 -msgid "" -"In the offer email, click the :guilabel:`Configure your package` button, and" -" the offer loads in a new tab. Enter the requested information on the form. " -"Next, click the :guilabel:`Review Contract & Sign` button to begin the " -"signing process." +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:268 +msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:344 +#: ../../content/applications/hr/payroll/contracts.rst:345 msgid "" -"Click the :guilabel:`CLICK TO START` button at the top-left of the contract." -" Follow the prompts to complete the signature request. The contract auto-" -"populates with the information entered on the :guilabel:`Configure your " -"package` page. When done, click the :guilabel:`Validate & Send Completed " -"Document` button at the bottom of the contract." +":guilabel:`Employee`: using the drop-down menu, select the employee the " +"salary attachment applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:347 +msgid "" +":guilabel:`Description`: enter a short description for the salary " +"attachment, such as `Child Support` or `529 Contribution`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:349 msgid "" -"After the document is signed by the (potential) employee, management signs " -"the contract next. The manager's signature is completed directly in the " -"*Sign* application." +":guilabel:`Type`: using the drop-down menu, select the type of salary " +"attachment being created. Choose from:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 +#: ../../content/applications/hr/payroll/contracts.rst:352 msgid "" -"The contract offer, ready to sign with the Click to Start button " -"highlighted." +":guilabel:`Attachment of Salary`: any payments taken out towards something " +"that is *not* child support. Typically any garnishments, such as lawsuit " +"payments, payments toward taxes owed, etc." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:357 +#: ../../content/applications/hr/payroll/contracts.rst:354 msgid "" -"Depending on the localization settings, there may be the option to customize" -" the offer in the :guilabel:`Configure your package` tab." +":guilabel:`Assignment of Salary`: any deduction that is not required, but " +"voluntary, such as a pre-tax allocation to a college savings account." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:361 -msgid "View offers" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:363 +#: ../../content/applications/hr/payroll/contracts.rst:356 msgid "" -"To view the current offers, navigate to :menuselection:`Payroll app --> " -"Contracts --> Offers`. This presents all offers in a list view, grouped by " -"status, and displays the number of offers in each status category. The " -"statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`, " -":guilabel:`In Progress`, and :guilabel:`Expired`." +":guilabel:`Child Support`: any payments taken out specifically for child " +"support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:368 +#: ../../content/applications/hr/payroll/contracts.rst:358 msgid "" -"To view the offers with a specific status, click on the status to expand the" -" list. If a specific status has no offers, the status is not visible in the " -"list." +":guilabel:`Start Date`: the date the salary attachment starts. Choose a date" +" by clicking on the drop-down menu, navigating to the correct month and year" +" by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` " +":guilabel:`(arrow)` icons, then clicking on the desired date. This field is " +"**required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst-1 -msgid "The offers in a list view, grouped by status." +#: ../../content/applications/hr/payroll/contracts.rst:362 +msgid "" +":guilabel:`Estimated End Date`: this field automatically populates after " +"both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are " +"populated. This field is **not** modifiable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:365 +msgid "" +":guilabel:`Document`: attach any documents relevant to the salary " +"attachment. Click the :guilabel:`Upload Your File` button, navigate to the " +"desired document in the file explorer, then click :guilabel:`Open` to select" +" the document, and attach it to the form. To change the attached document, " +"click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a " +"different document. To remove a document, click the :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "" +":guilabel:`Monthly Amount`: enter the amount to be taken out of the " +"employee's paycheck every month for this specific salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:372 +msgid "" +":guilabel:`Total Amount`: enter the total amount that the employee pays for " +"the salary attachment to be completed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:3 @@ -11984,47 +12190,47 @@ msgid "" ":guilabel:`Today` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:46 +#: ../../content/applications/hr/payroll/work_entries.rst:48 msgid "Add a new work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:48 +#: ../../content/applications/hr/payroll/work_entries.rst:50 msgid "" "If a work entry is missing and needs to be added, such as sick time, or if " "an employee forgot to clock in and out for a shift, click :guilabel:`New` on" " the :guilabel:`Work Entry` dashboard, to create a new work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:52 +#: ../../content/applications/hr/payroll/work_entries.rst:54 msgid "A :guilabel:`Create` work entry pop-up form appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/payroll/work_entries.rst:58 msgid "" ":guilabel:`Description`: enter a short description for the work entry, such " "as `Sick Time`. If this field is left blank, it automatically populates once" " an employee is selected. The default entry is `Attendance: (Employee)`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:59 +#: ../../content/applications/hr/payroll/work_entries.rst:61 msgid "" ":guilabel:`Employee`: select the employee the work entry is for, using the " "drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:60 +#: ../../content/applications/hr/payroll/work_entries.rst:62 msgid "" ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:62 +#: ../../content/applications/hr/payroll/work_entries.rst:64 msgid "" ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and " "end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:65 +#: ../../content/applications/hr/payroll/work_entries.rst:67 msgid "" "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal" " a calendar pop-up window. Select the date by navigating to the correct " @@ -12032,27 +12238,27 @@ msgid "" " arrow)` icons, then click on the specific day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:69 +#: ../../content/applications/hr/payroll/work_entries.rst:71 msgid "" "Next, select the time, by clicking on either the hour or minute fields at " "the bottom of the calendar, and select the desired time for both the hour " "and minutes." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:72 +#: ../../content/applications/hr/payroll/work_entries.rst:74 msgid "" "When the date and time are correct for the entry, click the " ":guilabel:`Apply` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:73 +#: ../../content/applications/hr/payroll/work_entries.rst:75 msgid "" ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and " ":guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` " "field (the :guilabel:`From` field does not change)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:77 +#: ../../content/applications/hr/payroll/work_entries.rst:79 msgid "" "Once the desired information is entered, click :guilabel:`Save & Close` to " "save the entry, and close the pop-up form." @@ -12062,11 +12268,11 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:87 +#: ../../content/applications/hr/payroll/work_entries.rst:89 msgid "Conflicts" msgstr "衝突" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:91 msgid "" "A conflict appears for any request that has not been approved, such as sick " "time or vacation, or if there are any errors on the work entry, such as " @@ -12074,7 +12280,7 @@ msgid "" "before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:93 +#: ../../content/applications/hr/payroll/work_entries.rst:95 msgid "" "Any work entry that has a conflict to be resolved is indicated on the main " ":guilabel:`Work Entry` dashboard, which can be accessed by navigating to " @@ -12082,7 +12288,7 @@ msgid "" "conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:97 +#: ../../content/applications/hr/payroll/work_entries.rst:99 msgid "" "Conflicts are indicated with an orange triangle in the top-left corner of " "each individual work entry. Click on an individual work entry to see the " @@ -12094,13 +12300,13 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:105 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "" "The conflict is briefly explained in an orange text box in the " ":guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:108 +#: ../../content/applications/hr/payroll/work_entries.rst:110 msgid "" "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry" " Type` are listed on the left side of the pop-up window. The " @@ -12109,7 +12315,7 @@ msgid "" "right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:112 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "" "If the conflict is due to a time off request that has not been approved yet," " a :guilabel:`Time Off` field appears on the left side, with the type of " @@ -12120,42 +12326,42 @@ msgstr "" msgid "The detailed conflict pop-up window that appears when Edit is clicked." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:120 +#: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:122 +#: ../../content/applications/hr/payroll/work_entries.rst:124 msgid "" "The most common work entry conflicts are for time off requests that have " "been submitted, but not yet approved, which results in duplicate work " "entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:126 +#: ../../content/applications/hr/payroll/work_entries.rst:128 msgid "" "If there is a conflict because a time off request is in the system for the " "same time that a regular work entry already exists, the time off request is " "entered in the :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:129 +#: ../../content/applications/hr/payroll/work_entries.rst:131 msgid "" "The time off conflict can be resolved either on the work entry pop-up " "window, or on a detailed time off request pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:133 +#: ../../content/applications/hr/payroll/work_entries.rst:135 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:137 msgid "" "To resolve the time off conflict on this work entry pop-up window, click the" " :guilabel:`Approve Time Off` button to approve the time off request, and " "resolve the work entry conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:138 +#: ../../content/applications/hr/payroll/work_entries.rst:140 msgid "" "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons " "disappear. Click the :guilabel:`Save & Close` button to close the pop-up " @@ -12163,11 +12369,11 @@ msgid "" "since the conflict is resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:143 +#: ../../content/applications/hr/payroll/work_entries.rst:145 msgid "Resolve on time off request" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 +#: ../../content/applications/hr/payroll/work_entries.rst:147 msgid "" "To resolve the time off conflict on the detailed time off request pop-up " "window, click the :guilabel:`Internal Link` button at the end of the " @@ -12175,7 +12381,7 @@ msgid "" "a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:149 +#: ../../content/applications/hr/payroll/work_entries.rst:151 msgid "" "Click the :guilabel:`Approve` button to approve the request, then click the " ":guilabel:`Save & Close` button to save the changes, and go back to the work" @@ -12186,19 +12392,19 @@ msgstr "" msgid "The detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:156 +#: ../../content/applications/hr/payroll/work_entries.rst:158 msgid "" "Now, the :guilabel:`Approve Time Off` button is hidden, only the " ":guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:159 +#: ../../content/applications/hr/payroll/work_entries.rst:161 msgid "" "If the approval was a mistake, the request can be refused here, by clicking " "the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:162 +#: ../../content/applications/hr/payroll/work_entries.rst:164 msgid "" "Since the time off was approved in the time off window, click the " ":guilabel:`X` in the top-right corner to close the window. The conflict " @@ -12206,18 +12412,18 @@ msgid "" "resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:169 +#: ../../content/applications/hr/payroll/work_entries.rst:171 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:173 msgid "" "When regenerating work entries, any manual changes, such as resolved " "conflicts, are overwritten, and work entries are regenerated (or recreated) " "from the applications that created them." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:174 +#: ../../content/applications/hr/payroll/work_entries.rst:176 msgid "" "This method for correcting a large amount of conflicts is recommended to " "keep all records correct. While :ref:`conflicts ` *can* " @@ -12227,34 +12433,34 @@ msgid "" "these conflicts in the applications that created the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:180 +#: ../../content/applications/hr/payroll/work_entries.rst:182 msgid "" "Another reason this method is recommended is because, when work entries are " "regenerated, the conflicts reappear, if the issue in the related application" " is **not** resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:183 +#: ../../content/applications/hr/payroll/work_entries.rst:185 msgid "" "First, ensure the issues are resolved in the specific applications that " "caused the work entry conflicts." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:186 +#: ../../content/applications/hr/payroll/work_entries.rst:188 msgid "" "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the" " :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry " "Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:189 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "" "Select the :guilabel:`Employees` to regenerate work entries for from the " "drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, " "so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:192 +#: ../../content/applications/hr/payroll/work_entries.rst:194 msgid "" "Click the :guilabel:`Regenerate Work Entries` button, and the work entries " "are recreated. Once finished, the pop-up window closes." @@ -12264,14 +12470,14 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:200 +#: ../../content/applications/hr/payroll/work_entries.rst:202 msgid "" "An employee has incorrect work entries generated from the *Planning* app " "because they were incorrectly assigned to two work stations simultaneously. " "This should be fixed in the *Planning* app, instead of the *Payroll* app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:204 +#: ../../content/applications/hr/payroll/work_entries.rst:206 msgid "" "To correct this issue, modify the employee's schedule in the *Planning* app," " so they are correctly assigned to only one work station. Then, in the " @@ -12279,18 +12485,18 @@ msgid "" "time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:208 +#: ../../content/applications/hr/payroll/work_entries.rst:210 msgid "" "The *Payroll* app then pulls the new, corrected data form the *Planning* " "app, and recreates the correct work entries for that employee. All conflicts" " for that employee are now resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:212 +#: ../../content/applications/hr/payroll/work_entries.rst:214 msgid "Generating payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:214 +#: ../../content/applications/hr/payroll/work_entries.rst:216 msgid "" "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the " @@ -12298,7 +12504,7 @@ msgid "" "displayed, click the :guilabel:`Generate Payslips` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:219 +#: ../../content/applications/hr/payroll/work_entries.rst:221 msgid "" "If the :guilabel:`Generate Payslips` button is not active (appears pale " "purple, instead of dark purple), that indicates there are conflicts, or the " @@ -12306,32 +12512,32 @@ msgid "" "generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:223 +#: ../../content/applications/hr/payroll/work_entries.rst:225 msgid "" "When the :guilabel:`Generate Payslips` button is clicked, a batch entry " "appears on a separate page for the time period selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:226 +#: ../../content/applications/hr/payroll/work_entries.rst:228 msgid "" "The batch name populates the :guilabel:`Batch Name` field in a default `From" " (date) to (date)` format." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:229 +#: ../../content/applications/hr/payroll/work_entries.rst:231 msgid "" "The date range to which the payslips apply appears in the :guilabel:`Period`" " field, and the company appears in the :guilabel:`Company` field. It is " "**not** possible to make changes to this form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:232 +#: ../../content/applications/hr/payroll/work_entries.rst:234 msgid "" "Click the :guilabel:`Create Draft Entry` button to create the payslips for " "the batch." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 +#: ../../content/applications/hr/payroll/work_entries.rst:236 msgid "" "Click the :guilabel:`Payslips` smart button at the top of the page to view " "all the payslips for the batch." @@ -12341,17 +12547,17 @@ msgstr "" msgid "Information that appears when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:242 +#: ../../content/applications/hr/payroll/work_entries.rst:244 msgid "Printing payslips" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:244 +#: ../../content/applications/hr/payroll/work_entries.rst:246 msgid "" "To print payslips, first view the individual payslips by clicking the " ":guilabel:`Payslips` smart button on the batch form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:247 +#: ../../content/applications/hr/payroll/work_entries.rst:249 msgid "" "Next, select the payslips to print from the :guilabel:`Payslips` list. Click" " the box next to each payslip to print, or click the box to the left of the " @@ -12359,7 +12565,7 @@ msgid "" "at once." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:251 +#: ../../content/applications/hr/payroll/work_entries.rst:253 msgid "" "Click the :guilabel:`Print` button, and a PDF file is created with all the " "specified payslips." @@ -12369,17 +12575,17 @@ msgstr "" msgid "Print button for printing the payslips." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:258 +#: ../../content/applications/hr/payroll/work_entries.rst:260 msgid "" "The :guilabel:`Print` button does **not** appear until at least one payslip " "is selected in the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:262 +#: ../../content/applications/hr/payroll/work_entries.rst:264 msgid "Time off to report" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:264 +#: ../../content/applications/hr/payroll/work_entries.rst:266 msgid "" "If a time off request is submitted for a time period that was already " "processed on a payslip, the time off request appears in the *Time Off* page " @@ -12387,7 +12593,7 @@ msgid "" ":menuselection:`Payroll app --> Work Entries --> Time Off to Report`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:268 +#: ../../content/applications/hr/payroll/work_entries.rst:270 msgid "" "On the :guilabel:`Time Off` page, the request appears with a status of " ":guilabel:`To defer to next payslip`. This is because the employee was " @@ -12395,7 +12601,7 @@ msgid "" "typical work day." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:272 +#: ../../content/applications/hr/payroll/work_entries.rst:274 msgid "" "In order to keep the employee's time off balances correct, the time off " "request **must** be applied to the following pay period. This not only " @@ -12403,7 +12609,7 @@ msgid "" "to redo work entries, cancel paychecks, and reissue paychecks." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:276 +#: ../../content/applications/hr/payroll/work_entries.rst:278 msgid "" "The most common scenario when this situation occurs, is when payslips are " "processed a day or two before the pay period ends, and an employee is " @@ -12414,14 +12620,14 @@ msgid "" "requests to be applied to the following pay period, instead." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:283 +#: ../../content/applications/hr/payroll/work_entries.rst:285 msgid "" "To view all the time off requests that need to be deferred to the next " "payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time " "Off to Report`. The default filter for this report is :guilabel:`To Defer`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:287 +#: ../../content/applications/hr/payroll/work_entries.rst:289 msgid "" "All time off requests that need to be applied to the following pay period " "appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next " @@ -12434,18 +12640,18 @@ msgid "" "generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:295 +#: ../../content/applications/hr/payroll/work_entries.rst:297 msgid "Defer multiple time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:297 +#: ../../content/applications/hr/payroll/work_entries.rst:299 msgid "" "To select the work entries to defer, click the box to the left of the work " "entry line. To select all work entries in the list, click the box to the " "left of the :guilabel:`Employees` column title, at the top of the list." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:301 +#: ../../content/applications/hr/payroll/work_entries.rst:303 msgid "" "Once any work entry is selected, two buttons appear at the top of the " "report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` " @@ -12453,7 +12659,7 @@ msgid "" "currently selected." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:305 +#: ../../content/applications/hr/payroll/work_entries.rst:307 msgid "" "When all the desired work entries are selected, click the " ":guilabel:`Actions` button, and a menu appears with several choices. Click " @@ -12467,30 +12673,30 @@ msgid "" "are made." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:314 +#: ../../content/applications/hr/payroll/work_entries.rst:316 msgid "Defer individual time off entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:316 +#: ../../content/applications/hr/payroll/work_entries.rst:318 msgid "" "Time off requests appearing on the :guilabel:`Time Off to Report` list can " "be deferred individually." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:318 +#: ../../content/applications/hr/payroll/work_entries.rst:320 msgid "" "Click on an individual time off request, and the details for that request " "load." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:320 +#: ../../content/applications/hr/payroll/work_entries.rst:322 msgid "" "The specific details for the time off request appear on the left-hand side, " "and all of the employee's submitted time off requests appear on the right-" "hand side (including the request in the details on the left-hand side)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:324 +#: ../../content/applications/hr/payroll/work_entries.rst:326 msgid "" "To defer the time off request to the next payslip, click the " ":guilabel:`Report to Next Month` button at the top. Once processed, the " @@ -12499,7 +12705,7 @@ msgid "" "to :guilabel:`Computed in Current Payslip`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:329 +#: ../../content/applications/hr/payroll/work_entries.rst:331 msgid "" "To go back to the :guilabel:`Time Off to Report` list, click on " ":guilabel:`Time Off` in the breadcrumb menu." @@ -12510,7 +12716,7 @@ msgid "" "The time off details for an individual request that needs to be deferred." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:337 +#: ../../content/applications/hr/payroll/work_entries.rst:339 msgid ":ref:`Configure work entries `" msgstr "" @@ -13181,7 +13387,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:395 -#: ../../content/applications/hr/recruitment.rst:643 msgid "New" msgstr "新增" @@ -13310,7 +13515,7 @@ msgid "" msgstr "" #: ../../content/applications/hr/recruitment.rst:471 -#: ../../content/applications/hr/recruitment.rst:1066 +#: ../../content/applications/hr/recruitment.rst:802 msgid "" "If any attachments need to be added, click the :guilabel:`Attachments` " "button and a file explorer window appears. Navigate to the desired file, " @@ -13349,508 +13554,11 @@ msgid "" "pre-configured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:494 -msgid "Refuse" -msgstr "拒絕" - #: ../../content/applications/hr/recruitment.rst:496 -msgid "" -"At any point in the recruitment pipeline, an applicant can be refused from " -"the job application process. To refuse an applicant, click on an applicant's" -" card to navigate to a detailed view of the applicant's card. At the top of " -"the applicant's card, there are several buttons. Click the one labeled " -":guilabel:`Refuse`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:501 -msgid "" -"A :guilabel:`Refuse Reason` pop-up window appears. Click the " -":guilabel:`Refuse Reason` from the presented options. The default refuse " -"reasons in Odoo, and their corresponding email templates, are:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:508 -msgid "Email Template" -msgstr "電子郵件範本" - -#: ../../content/applications/hr/recruitment.rst:509 -msgid "Refusal Reason" -msgstr "拒絕原因" - -#: ../../content/applications/hr/recruitment.rst:510 -msgid ":guilabel:`Recruitment: Refuse`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Doesn't fit the job requirements`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Language issues`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Role already fulfilled`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Duplicate`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Spam`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:516 -msgid ":guilabel:`Recruitment: Not interested anymore`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: don't like job`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: better offer`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:0 -msgid ":guilabel:`Refused by Applicant: salary`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:521 -msgid "" -"Additional refusal reasons :ref:`can be created and existing ones can be " -"modified or deleted `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:525 -msgid "" -"Pre-configured email templates in Odoo sometimes use dynamic placeholders, " -"which are customized pieces of data that populate dynamic content. For " -"example, if the applicant's name is a piece of dynamic content, the " -"applicant's name appears anytime that dynamic placeholder appears on the " -"email template. For more detailed information on email templates, refer to " -"the :doc:`../general/companies/email_template` documentation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:531 -msgid "" -"After a :guilabel:`Refuse Reason` is selected, two fields appear below the " -"refusal reason: :guilabel:`Send Email` and :guilabel:`Email Template`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:534 -msgid "" -"The applicant's email address automatically populates the :guilabel:`Send " -"Email` field; additional email recipients cannot be added. If an email " -"should **not** be sent to the applicant, uncheck the :guilabel:`Send Email` " -"checkbox." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:538 -msgid "" -"The email template associated with the refusal reason populates the " -":guilabel:`Email Template` field. If a different email template is desired, " -"select a different template from the :guilabel:`Email Template` drop-down " -"menu. To view the email template, click the :guilabel:`External Link` icon " -"to the right of the :guilabel:`Email Template` field. The email template " -"loads in a :guilabel:`Open: Email Template` pop-up window, and can be " -"modified if needed. After making modifications, click :guilabel:`Save & " -"Close`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:545 -msgid "" -"To send the refusal email to the applicant, click :guilabel:`Refuse`. The " -"refusal email is sent to the applicant, and a :guilabel:`Refused` banner " -"appears on the applicant's card in the top-right corner." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"An applicant's card with the refused banner appearing in the top-right " -"corner in red." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:553 -msgid "" -"After refusal, the applicant's card is no longer visible in the job " -"position's Kanban view. To view the refused applicants only, click the " -":guilabel:`▼ Toggle Search Panel` button in the search box, then click " -":guilabel:`Refused` under the :guilabel:`Filters` section. All applicants " -"that have been refused for the job position appear, in the stage they were " -"when they were refused." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:558 -msgid "" -"To view all applicants that have been refused from all job positions, " -"navigate to the :menuselection:`Recruitment app --> Applications --> All " -"Applications`. Click the :guilabel:`▼ Toggle Search Panel` button in the " -"search box, then click :guilabel:`Refused` under the :guilabel:`Filters` " -"section. All applications for all job positions are presented in a list " -"view, organized by stage." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:567 -msgid "Create or modify refuse reasons" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:569 -msgid "" -"To view all currently configured refuse reasons, navigate to " -":menuselection:`Recruitment app --> Settings --> Applications: Refuse " -"Reasons`. All the refuse reasons appear in a list view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:572 -msgid "" -"To create a new refuse reason, click the :guilabel:`New` button in the top-" -"left corner. A blank line appears at the bottom of the " -":guilabel:`Description` column." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:575 -msgid "" -"Type in the new refuse reason in the field. It is recommended to enter a " -"reason that is short and concise, such as `offer expired` or `withdrew " -"application`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:578 -msgid "" -"Then, in the :guilabel:`Email Template` field, click on the field to reveal " -"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " -"used when this refuse reason is selected." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:581 -msgid "" -"If a new :guilabel:`Email Template` is desired, type in the name for the new" -" template in the field. Then, click :guilabel:`Create and edit...` and a " -":guilabel:`Create Email Template` form pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:585 -msgid "" -"Enter a :guilabel:`Name` for the form and an email :guilabel:`Subject` in " -"the corresponding fields. Enter the email content in the :guilabel:`Content`" -" tab. Make any other desired modifications to the template, then click " -":guilabel:`Save & Close` to save the template and return to the " -":guilabel:`Refuse Reasons` list. The new template appears in the new refuse " -"reason :guilabel:`Email Template` field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:591 -msgid "" -"To make any modifications to a refuse reason, click on the line, and make " -"any desired changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:594 -msgid "New applicant" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:596 -msgid "" -"An applicant card can be manually added if needed. If an applicant needs to " -"be added to the list of prospective candidates and an applicant card has not" -" been created yet (they have not applied for the job online) an applicant " -"card can be easily added from the job position Kanban view in one of two " -"ways, using either the :ref:`quick add ` " -"button or the :ref:`New ` button." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:605 -msgid "Quick add" -msgstr "快速添加" - -#: ../../content/applications/hr/recruitment.rst:607 -msgid "" -"Quickly add a new applicant using the *quick add* button. If not already in " -"the job position Kanban view, navigate to the main recruitment dashboard by " -"going to :menuselection:`Recruitment app --> Applications --> By Job " -"Positions`. Click the :guilabel:`(#) New Applications` button on the job " -"position card that the applicant should be added to. Then, click on the " -"small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-right of the " -":guilabel:`New` stage to quickly add a new applicant." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:614 -msgid "Enter the following information on the card:" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:616 -msgid "" -":guilabel:`Subject/Application`: Enter the title for the card. Typically " -"this is the applicant's name and job position being applied to, for example:" -" `Laura Smith - HR Manager`. This field is not visible in the Kanban view, " -"unless the :guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:621 -#: ../../content/applications/hr/recruitment.rst:670 -msgid ":guilabel:`Applicant's Name`: enter the applicant's name." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:622 -#: ../../content/applications/hr/recruitment.rst:671 -msgid ":guilabel:`Email`: enter the applicant's email address." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:623 -msgid "" -":guilabel:`Applied Job`: the current job position populates this field. If " -"needed, the job position can be changed by selecting a different position " -"from the drop-down menu. If a different job position is selected, after the " -"card is created, the card appears in the selected job position." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:628 -msgid "" -"After the information is entered, click :guilabel:`Add`. The applicant " -"appears in the list, and a new blank applicant card appears. Click either " -"the :icon:`fa-trash-o` :guilabel:`delete` icon or anywhere on the screen to " -"close the card." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:632 -msgid "" -"If preferred, after entering the applicant name, click :guilabel:`Edit` and " -"a detailed :guilabel:`Applicant Form` loads. :ref:`Enter the information on " -"the form `." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "" -"All the fields for a new applicant form entered when using the Quick Add " -"option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:645 -msgid "" -"Add a new applicant including all the relevant information using the *New* " -"button. If not already in the Kanban view for the job position to add an " -"applicant to, navigate to the main recruitment dashboard by going to " -":menuselection:`Recruitment app --> Applications --> By Job Positions`. " -"Then, click the :guilabel:`New` button in the top-left of the Kanban view " -"and a blank applicant form loads." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:651 -msgid "" -"Certain fields on the applicant card may be pre-populated, depending on how " -"the job position is configured. Typically, the :guilabel:`Job` section, as " -"well as the :guilabel:`Recruiter` field, are all pre-populated." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:655 -msgid "" -"Enter the following information on the new applicant form. Note that not all" -" fields listed below may be visible. Depending on installed applications and" -" configurations, some fields may not be displayed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:662 -msgid "Applicant section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:664 -msgid "" -":guilabel:`Subject/Application Name`: this is the only required field. Enter" -" the title for the card. Typically this is the applicant's name and job " -"position being applied to, for example: `John Smith - Experienced " -"Developer`. This field is not visible in the Kanban view, unless the " -":guilabel:`Applicant's Name` is left blank. If there is no " -":guilabel:`Applicant's Name`, then the :guilabel:`Subject/Application Name` " -"is what is displayed on the applicant card in the Kanban view." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:672 -msgid ":guilabel:`Phone`: enter the applicant's phone number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:673 -msgid ":guilabel:`Mobile`: enter the applicant's mobile number." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:674 -msgid "" -":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " -"personal profile on LinkedIn." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:676 -msgid "" -":guilabel:`Degree`: select the applicant's highest level of education earned" -" from the drop-down menu. Options are :guilabel:`Graduate`, " -":guilabel:`Bachelor Degree`, :guilabel:`Master Degree`, or " -":guilabel:`Doctoral Degree`. The :guilabel:`Graduate` option indicates " -"graduating the highest level of school before a Bachelor's degree, such as a" -" high school or secondary school diploma, depending on the country." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:681 -msgid "" -":guilabel:`Interviewers`: using the drop-down menu, select the people who " -"will conduct the interview(s). The selected people must have either " -"*recruiter* or *officer* rights configured for the Recruitment application " -"to appear in the drop-down list." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:684 -msgid "" -":guilabel:`Recruiter`: select the person responsible for the entire " -"recruitment process for the job position. Only *users* can be selected, and " -"all users are presented in the drop-down to select from." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:687 -msgid "" -":guilabel:`Evaluation`: click on one of the stars to select a rating for the" -" applicant. One star indicates :guilabel:`Good`, two stars indicates " -":guilabel:`Very Good`, and three stars indicates :guilabel:`Excellent.`" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:690 -msgid "" -":guilabel:`Source`: using the drop-down menu, select where the applicant " -"learned about the job position. The following options come pre-configured in" -" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " -":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " -":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " -":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," -" then click :guilabel:`Create \"(new source)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:695 -msgid "" -":guilabel:`Medium`: using the drop-down menu, select the method, or " -":guilabel:`Medium`, for the :guilabel:`Source` that the applicant found the " -"job listing with. The pre-configured options are: :guilabel:`Banner`, " -":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " -":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " -":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " -":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " -"then click :guilabel:`Create \"(new medium)\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:701 -msgid "" -":guilabel:`Referred By User`: if referral points are to be earned for this " -"job position in the *Referrals* application, select the user who referred " -"the applicant from the drop-down menu. The *Referrals* application must be " -"installed for this field to appear." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:704 -msgid "" -":guilabel:`Availability`: select the available start date for the applicant." -" To select a date, click on the field to reveal a calendar. Use the " -":guilabel:`< (left)` and :guilabel:`> (right)` arrows on either side of the " -"month to navigate to the desired month, then click on the :guilabel:`day` to" -" select the date. If no entry is selected that indicates the applicant is " -"ready to begin work immediately." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:709 -msgid "" -":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" -" add a tag that does not exist, type in the tag name, then click " -":guilabel:`Create \"new tag\"`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:713 -msgid "Job section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:715 -msgid "" -"The following fields are pre-populated when creating a new applicant, as " -"long as these field are specified on the Job Position. Editing the fields is" -" possible, if desired." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:718 -msgid "" -":guilabel:`Applied Job`: select the job position the applicant is applying " -"to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:720 -msgid "" -":guilabel:`Department`: select the department the job position falls under " -"from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:722 -msgid "" -":guilabel:`Company`: select the company the job position is for using the " -"drop-down menu. This field only appears when in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:726 -msgid "Contract section" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:728 -msgid "" -":guilabel:`Expected Salary`: enter the amount the applicant is requesting " -"for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:731 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are requested by " -"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Expected Salary` field. This should be short and " -"descriptive, such as `1 week extra vacation` or `dental plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:734 -msgid "" -":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" -" for the role in this field. The number should be in a `XX,XXX.XX` format. " -"The currency is determined by the localization setting for the company." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:737 -msgid "" -":guilabel:`Extra advantages...`: if any extra advantages are offered to the " -"applicant, enter it in the :guilabel:`Extra advantages...` field to the " -"right of the :guilabel:`Proposed Salary` field. This should be short and " -"descriptive, such as `unlimited sick time` or `retirement plan`." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:742 -msgid "Application summary tab" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:744 -msgid "" -"Any additional details or notes that should be added to the applicant's card" -" can be typed into this field." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:750 -msgid "" -"Skills can be added to the applicant's card. To add a skill, follow the same" -" steps as outlined in the skills section of the :ref:`Create new employees " -"` document." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst-1 -msgid "All the fields for a new applicant form entered." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:760 msgid "Initial qualification" msgstr "" -#: ../../content/applications/hr/recruitment.rst:762 +#: ../../content/applications/hr/recruitment.rst:498 msgid "" "If an applicant seems to be a good potential candidate, they are moved to " "the :guilabel:`Initial Qualification` stage. This could be for a number of " @@ -13858,7 +13566,7 @@ msgid "" "certifications the position requires." msgstr "" -#: ../../content/applications/hr/recruitment.rst:766 +#: ../../content/applications/hr/recruitment.rst:502 msgid "" "This stage is to quickly sort candidates that have potential, and those that" " do not meet the requirements. No automatic actions, such as emails, are set" @@ -13866,11 +13574,11 @@ msgid "" "potentially set up a phone call or an interview with the candidate." msgstr "" -#: ../../content/applications/hr/recruitment.rst:773 +#: ../../content/applications/hr/recruitment.rst:509 msgid "First interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:775 +#: ../../content/applications/hr/recruitment.rst:511 msgid "" "After an applicant has passed the :guilabel:`Initial Qualification` stage, " "they can be moved to the :guilabel:`First Interview` stage in the job " @@ -13886,7 +13594,7 @@ msgid "" "drag method." msgstr "" -#: ../../content/applications/hr/recruitment.rst:785 +#: ../../content/applications/hr/recruitment.rst:521 msgid "" "The :guilabel:`First Interview` stage can be modified so when the " "applicant's card moves to the :guilabel:`First Interview` stage, an email is" @@ -13895,20 +13603,20 @@ msgid "" " appears, allowing the applicant to schedule their interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:790 +#: ../../content/applications/hr/recruitment.rst:526 msgid "" ":ref:`Edit ` the :guilabel:`First Interview` stage, " "and select the :guilabel:`Recruitment: Schedule Interview` for the " ":guilabel:`Email Template` field, to automate this action." msgstr "" -#: ../../content/applications/hr/recruitment.rst:799 +#: ../../content/applications/hr/recruitment.rst:535 msgid "" "An interview can be scheduled in one of two ways: either manually by the " "recruitment team, or by the applicant themselves." msgstr "" -#: ../../content/applications/hr/recruitment.rst:802 +#: ../../content/applications/hr/recruitment.rst:538 msgid "" "If the :guilabel:`First Interview` stage was modified to send the " ":guilabel:`Recruitment: Schedule Interview` email template when an applicant" @@ -13917,7 +13625,7 @@ msgid "" "team's availability is reflected in the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:807 +#: ../../content/applications/hr/recruitment.rst:543 msgid "" "If the interview needs to be scheduled by the recruitment team, they should " "reach out to the applicant for a date and time that works. When a date and " @@ -13927,14 +13635,14 @@ msgid "" "the applicant's record." msgstr "" -#: ../../content/applications/hr/recruitment.rst:814 +#: ../../content/applications/hr/recruitment.rst:550 msgid "" "The meeting smart button displays :guilabel:`No Meeting` if no meetings are " "currently scheduled. For new applicants who are new to the :guilabel:`First " "Interview` stage, this is the default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:817 +#: ../../content/applications/hr/recruitment.rst:553 msgid "" "If there is one meeting already scheduled, the smart button displays " ":guilabel:`1 Meeting`, with the date of the upcoming meeting beneath it. If " @@ -13942,7 +13650,7 @@ msgid "" "Meeting`, with the date of the first upcoming meeting beneath it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:821 +#: ../../content/applications/hr/recruitment.rst:557 msgid "" "Doing so loads the *Calendar* application, showing the currently scheduled " "meetings and events for the user. The meetings and events displayed are for " @@ -13952,7 +13660,7 @@ msgid "" "hidden. Only the checked attendees are visible on the calendar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:827 +#: ../../content/applications/hr/recruitment.rst:563 msgid "" "The default view is the :guilabel:`Week` view. To change the calendar view, " "click the :guilabel:`Week` button, then select the desired view from the " @@ -13960,7 +13668,7 @@ msgid "" ":guilabel:`Month`, or :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:831 +#: ../../content/applications/hr/recruitment.rst:567 msgid "" "An option to display or hide weekends is available. Click the " ":guilabel:`Week` button, then click :guilabel:`Show weekends` to deactivate " @@ -13969,7 +13677,7 @@ msgid "" "weekends are hidden." msgstr "" -#: ../../content/applications/hr/recruitment.rst:836 +#: ../../content/applications/hr/recruitment.rst:572 msgid "" "To change the displayed date range for the calendar, either use the " ":icon:`fa-arrow-left` :guilabel:`(left arrow)`, :icon:`fa-arrow-right` " @@ -13982,7 +13690,7 @@ msgstr "" msgid "The calendar view, highlighting how to change the displayed meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:845 +#: ../../content/applications/hr/recruitment.rst:581 msgid "" "To add a meeting to the calendar when in the day or week view, click on the " "start time of the meeting and drag to the end time, to select the date, " @@ -13991,17 +13699,17 @@ msgid "" "place." msgstr "" -#: ../../content/applications/hr/recruitment.rst:850 +#: ../../content/applications/hr/recruitment.rst:586 msgid "" "Both methods cause a :ref:`New Event ` pop up window" " to appear." msgstr "" -#: ../../content/applications/hr/recruitment.rst:855 +#: ../../content/applications/hr/recruitment.rst:591 msgid "New event pop-up window" msgstr "" -#: ../../content/applications/hr/recruitment.rst:857 +#: ../../content/applications/hr/recruitment.rst:593 msgid "" "Enter the information on the form. The only required fields to enter are the" " :guilabel:`Meeting Title`, and the :guilabel:`Start` and :guilabel:`End` " @@ -14009,20 +13717,20 @@ msgid "" " save the changes and create the interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:861 +#: ../../content/applications/hr/recruitment.rst:597 msgid "" "The fields available to populate or modify on the :guilabel:`New Event` card" " are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:863 +#: ../../content/applications/hr/recruitment.rst:599 msgid "" ":guilabel:`Meeting Title`: enter the subject for the meeting. This should " "clearly indicate the purpose of the meeting. The default subject is the " ":guilabel:`Subject/Application Name` on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:866 +#: ../../content/applications/hr/recruitment.rst:602 msgid "" ":guilabel:`Start` and :guilabel:`End`: select the start and end date and " "times for the meeting. Click on one of the fields and a calendar pop-up " @@ -14030,28 +13738,28 @@ msgid "" ":guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:869 +#: ../../content/applications/hr/recruitment.rst:605 msgid "" ":guilabel:`All Day`: if the meeting is an all-day interview, check the box. " "If this box is checked, the :guilabel:`Start` and :guilabel:`End` fields are" " hidden from view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:871 +#: ../../content/applications/hr/recruitment.rst:607 msgid "" ":guilabel:`Attendees`: select the people who should be in attendance. The " "default employee listed is the person who is creating the meeting. Add as " "many other people as desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:873 +#: ../../content/applications/hr/recruitment.rst:609 msgid "" ":guilabel:`Videocall URL`: if the meeting is virtual, or if there is a " "virtual option available, click :guilabel:`+ Odoo meeting` and a URL is " "automatically created for the meeting and populates the field." msgstr "" -#: ../../content/applications/hr/recruitment.rst:876 +#: ../../content/applications/hr/recruitment.rst:612 msgid "" ":guilabel:`Description`: enter a brief description in this field. There is " "an option to enter formatted text, such as numbered lists, headings, tables," @@ -14062,18 +13770,18 @@ msgid "" "instructions for each command to complete the entry." msgstr "" -#: ../../content/applications/hr/recruitment.rst:884 +#: ../../content/applications/hr/recruitment.rst:620 msgid "More options" msgstr "" -#: ../../content/applications/hr/recruitment.rst:886 +#: ../../content/applications/hr/recruitment.rst:622 msgid "" "To add additional information to the meeting, click the :guilabel:`More " "Options` button in the lower-right corner of the pop-up window. Enter any of" " the following additional fields:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:889 +#: ../../content/applications/hr/recruitment.rst:625 msgid "" ":guilabel:`Duration`: this field auto populates based on the " ":guilabel:`Starting At` and :guilabel:`Ending At` times entered. If the " @@ -14081,7 +13789,7 @@ msgid "" "duration length. The default length of a meeting is one hour." msgstr "" -#: ../../content/applications/hr/recruitment.rst:892 +#: ../../content/applications/hr/recruitment.rst:628 msgid "" ":guilabel:`Recurrent`: if the meeting should repeat at a selected interval " "(not typical for a first interview), check the box next to " @@ -14089,13 +13797,13 @@ msgid "" "enabled:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:896 +#: ../../content/applications/hr/recruitment.rst:632 msgid "" ":guilabel:`Timezone`: using the drop-down menu, select the " ":guilabel:`Timezone` for the meetings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:898 +#: ../../content/applications/hr/recruitment.rst:634 msgid "" ":guilabel:`Repeat`: using the drop-down menu, select when the meetings " "repeat. The available options are :guilabel:`Daily`, :guilabel:`Weekly`, " @@ -14106,14 +13814,14 @@ msgid "" " in the blank field, then select the time period using the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:904 +#: ../../content/applications/hr/recruitment.rst:640 msgid "" ":guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Repeat on` field appears. Click on " "the corresponding day to select it." msgstr "" -#: ../../content/applications/hr/recruitment.rst:906 +#: ../../content/applications/hr/recruitment.rst:642 msgid "" ":guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the " ":guilabel:`Repeat` field, the :guilabel:`Day of Month` field appears. Using " @@ -14127,7 +13835,7 @@ msgid "" " drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:913 +#: ../../content/applications/hr/recruitment.rst:649 msgid "" ":guilabel:`Until`: using the drop-down menu, select when the meetings stop " "repeating. The available options are :guilabel:`Number of repetitions`, " @@ -14138,17 +13846,17 @@ msgid "" ":guilabel:`Forever` schedules meetings indefinitely." msgstr "" -#: ../../content/applications/hr/recruitment.rst:920 +#: ../../content/applications/hr/recruitment.rst:656 msgid ":guilabel:`Location`: enter the location for the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:921 +#: ../../content/applications/hr/recruitment.rst:657 msgid "" ":guilabel:`Tags`: select any tag(s) for the meeting using the drop-down " "menu. There is no limit to the number of tags that can be used." msgstr "" -#: ../../content/applications/hr/recruitment.rst:923 +#: ../../content/applications/hr/recruitment.rst:659 msgid "" ":guilabel:`Appointment`: if an appointment is associated with this meeting, " "select it form the drop-down menu, or create a new appointment by typing in " @@ -14157,7 +13865,7 @@ msgid "" "form, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:927 +#: ../../content/applications/hr/recruitment.rst:663 msgid "" ":guilabel:`Privacy`: select if the organizer appears either " ":guilabel:`Available` or :guilabel:`Busy` for the duration of the meeting, " @@ -14170,13 +13878,13 @@ msgid "" "the company database to see the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:934 +#: ../../content/applications/hr/recruitment.rst:670 msgid "" ":guilabel:`Organizer`: the employee who created the meeting is populated in " "this field. Use the drop-down menu to change the selected employee." msgstr "" -#: ../../content/applications/hr/recruitment.rst:936 +#: ../../content/applications/hr/recruitment.rst:672 msgid "" ":guilabel:`Reminders`: select a reminder from the drop-down menu. Default " "options include :guilabel:`Notification`, :guilabel:`Email`, and " @@ -14190,11 +13898,11 @@ msgstr "" msgid "A new meeting card with all the details populated, and ready to save." msgstr "" -#: ../../content/applications/hr/recruitment.rst:947 +#: ../../content/applications/hr/recruitment.rst:683 msgid "Send meeting to attendees" msgstr "" -#: ../../content/applications/hr/recruitment.rst:949 +#: ../../content/applications/hr/recruitment.rst:685 msgid "" "Once changes have been entered and the meeting details are correct, the " "meeting can be sent to the attendees via email or text message from the " @@ -14202,7 +13910,7 @@ msgid "" "Options` button is clicked on in the event pop-up window)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:953 +#: ../../content/applications/hr/recruitment.rst:689 msgid "" "To send the meeting via email, click the :icon:`fa-envelope` " ":guilabel:`Email` button next to the list of attendees. A :guilabel:`Contact" @@ -14222,14 +13930,14 @@ msgstr "" msgid "Enter the information to send the event via email." msgstr "" -#: ../../content/applications/hr/recruitment.rst:966 +#: ../../content/applications/hr/recruitment.rst:702 msgid "" "To send the meeting via text message, click the :icon:`fa-mobile` " ":guilabel:`SMS` button next to the list of attendees. A :guilabel:`Send SMS " "Text Message` pop-up appears." msgstr "" -#: ../../content/applications/hr/recruitment.rst:969 +#: ../../content/applications/hr/recruitment.rst:705 msgid "" "At the top, a blue box appears if any attendees do not have valid mobile " "numbers, and lists how many records are invalid. If a contact does not have " @@ -14237,7 +13945,7 @@ msgid "" "attendee's record, then redo these steps." msgstr "" -#: ../../content/applications/hr/recruitment.rst:973 +#: ../../content/applications/hr/recruitment.rst:709 msgid "" "When no warning message appears, type in the message to be sent to the " "attendees in the :guilabel:`Message` field. to add any emojis to the " @@ -14245,7 +13953,7 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:977 +#: ../../content/applications/hr/recruitment.rst:713 msgid "" "Beneath the message field, the number of characters, as well as the amount " "of text messages required to send the message (according to GSM7 criteria) " @@ -14258,7 +13966,7 @@ msgstr "" msgid "Send a text message to the attendees of the meeting." msgstr "" -#: ../../content/applications/hr/recruitment.rst:987 +#: ../../content/applications/hr/recruitment.rst:723 msgid "" "Sending text messages is not a default capability with Odoo. To send text " "messages, credits are required, which need to be purchased. For more " @@ -14266,11 +13974,11 @@ msgid "" ":doc:`../essentials/in_app_purchase` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:994 +#: ../../content/applications/hr/recruitment.rst:730 msgid "Second interview" msgstr "" -#: ../../content/applications/hr/recruitment.rst:996 +#: ../../content/applications/hr/recruitment.rst:732 msgid "" "After an applicant has passed the :guilabel:`First Interview` stage, they " "can be moved to the :guilabel:`Second Interview` stage. To move the " @@ -14279,7 +13987,7 @@ msgid "" "Interview` stage button at the top of the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1001 +#: ../../content/applications/hr/recruitment.rst:737 msgid "" "When the applicant's card moves to the :guilabel:`Second Interview` stage, " "there are no automatic activities or emails configured for this stage. The " @@ -14288,11 +13996,11 @@ msgid "" "interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1009 +#: ../../content/applications/hr/recruitment.rst:745 msgid "Contract proposal" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1011 +#: ../../content/applications/hr/recruitment.rst:747 msgid "" "When the applicant has passed the interview stages and an offer is ready to " "be sent, they can be moved to the :guilabel:`Contract Proposal` stage. Drag " @@ -14301,7 +14009,7 @@ msgid "" " the individual applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1016 +#: ../../content/applications/hr/recruitment.rst:752 msgid "" "The next step is to send an offer to the applicant. On the applicant's card," " click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a " @@ -14310,7 +14018,7 @@ msgid "" "the relevant information in the fields." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1022 +#: ../../content/applications/hr/recruitment.rst:758 msgid "" "Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-" "up. Depending on the localization setting for the company and the " @@ -14319,17 +14027,17 @@ msgid "" "appear on the pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1028 +#: ../../content/applications/hr/recruitment.rst:764 msgid "Universal fields" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1030 +#: ../../content/applications/hr/recruitment.rst:766 msgid "" "The following fields appear for all offers sent to applicants regardless of " "localization settings." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1032 +#: ../../content/applications/hr/recruitment.rst:768 msgid "" ":guilabel:`Contract Template`: the template currently being used to populate" " the :guilabel:`Generate a Simulation Link` pop-up window. To modify the " @@ -14339,7 +14047,7 @@ msgid "" "menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1037 +#: ../../content/applications/hr/recruitment.rst:773 msgid "" ":guilabel:`Job Position`: the name of the :guilabel:`Job Position` being " "offered to the applicant. The selections available in the drop-down menu " @@ -14347,19 +14055,19 @@ msgid "" "*Recruitment* dashboard." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1040 +#: ../../content/applications/hr/recruitment.rst:776 msgid "" ":guilabel:`Job Title`: the specific name of the position being offered to " "the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1041 +#: ../../content/applications/hr/recruitment.rst:777 msgid "" ":guilabel:`Department`: the :guilabel:`Department` the job position falls " "under." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1042 +#: ../../content/applications/hr/recruitment.rst:778 msgid "" ":guilabel:`Contract Start Date`: the date the contract takes effect. The " "default date is the current date. To modify the date, click the drop-down to" @@ -14368,28 +14076,28 @@ msgid "" "click on the :guilabel:`day` to select the date." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1046 +#: ../../content/applications/hr/recruitment.rst:782 msgid ":guilabel:`Yearly Cost`: the annual salary being offered." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1047 +#: ../../content/applications/hr/recruitment.rst:783 msgid "" ":guilabel:`Link Expiration Date`: job offers are only valid for a specific " "period of time. The default expiration date is 30 days. Modify the " "expiration date, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1051 +#: ../../content/applications/hr/recruitment.rst:787 msgid "Send offer" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1053 +#: ../../content/applications/hr/recruitment.rst:789 msgid "" "When the information is all updated, click :guilabel:`Send By Email` to send" " the offer to the applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1056 +#: ../../content/applications/hr/recruitment.rst:792 msgid "" "If the applicant does not have an email address listed on their applicant " "card, a warning appears in a red box at the bottom of the " @@ -14399,7 +14107,7 @@ msgid "" "card, then click the :guilabel:`Generate Offer` button again." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1062 +#: ../../content/applications/hr/recruitment.rst:798 msgid "" "An email pop-up window loads. The default :guilabel:`Recruitment: Your " "Salary Package` email template is used, and the :guilabel:`Recipients`, " @@ -14407,11 +14115,11 @@ msgid "" "template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1070 +#: ../../content/applications/hr/recruitment.rst:806 msgid "Once the email is ready to send, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1073 +#: ../../content/applications/hr/recruitment.rst:809 msgid "" "To send an offer, ensure the *Sign* application is installed. This is " "necessary so the offer can be sent to the applicant by the recruiter. The " @@ -14422,42 +14130,42 @@ msgstr "" msgid "Send an email to the applicant with a link to the offered salary." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1081 +#: ../../content/applications/hr/recruitment.rst:817 msgid "Configure your package" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1083 +#: ../../content/applications/hr/recruitment.rst:819 msgid "" "The email template includes a :guilabel:`Configure your package` button. " "This link takes the applicant to a webpage where they can modify the " "proposed salary package, and enter their personal information." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1087 +#: ../../content/applications/hr/recruitment.rst:823 msgid "" "Once the applicant is hired, the personal information entered on the webpage" " is imported to their employee record, when created." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1090 +#: ../../content/applications/hr/recruitment.rst:826 msgid "" "If applicable, the applicant can modify their salary package. This option is" " not available for all localizations. Depending on where the company is " "located, this option may not be available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1093 +#: ../../content/applications/hr/recruitment.rst:829 msgid "" "Once all the information is completed, the applicant accepts the offer by " "clicking the :guilabel:`Review Contract & Sign` button to accept the " "contract and sign it using the *Sign* application." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1100 +#: ../../content/applications/hr/recruitment.rst:836 msgid "Contract signed" msgstr "" -#: ../../content/applications/hr/recruitment.rst:1102 +#: ../../content/applications/hr/recruitment.rst:838 msgid "" "Once the applicant has accepted the offer and signed the contract, the next " "step is to move the applicant to the :guilabel:`Contract Signed` stage. To " @@ -14468,13 +14176,13 @@ msgid "" ":guilabel:`Contract Signed`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1109 +#: ../../content/applications/hr/recruitment.rst:845 msgid "" "The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the " "card may still be dragged and dropped into that stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1112 +#: ../../content/applications/hr/recruitment.rst:848 msgid "" "Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a " "green :guilabel:`HIRED` banner appears in the top-right of the applicant's " @@ -14485,11 +14193,11 @@ msgstr "" msgid "Hired banner in the top right corner of applicant card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1120 +#: ../../content/applications/hr/recruitment.rst:856 msgid "Create employee" msgstr "建立員工" -#: ../../content/applications/hr/recruitment.rst:1122 +#: ../../content/applications/hr/recruitment.rst:858 msgid "" "Once the applicant has been hired, the next step is to create an employee " "record of them. On the applicant's card, click the :guilabel:`Create " @@ -14498,13 +14206,340 @@ msgid "" " card appears in the form." msgstr "" -#: ../../content/applications/hr/recruitment.rst:1127 +#: ../../content/applications/hr/recruitment.rst:863 msgid "" "Fill out the rest of the form. For detailed information on the fields, refer" " to the :doc:`employees/new_employee` documentation. When done, the employee" " record is saved in the *Employees* app." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 +msgid "Add new applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:5 +msgid "" +"Once an applicant submits an application, either using the online " +"application, or emailing a job position alias, an applicant card is " +"automatically created in the *Recruitment* application." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:8 +msgid "" +"However, in some instances, applicants may need to be created manually in " +"the database. This could be necessary if, for example, a company accepts " +"paper applications in the mail, or is meeting prospective applicants at an " +"in-person job fair." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:12 +msgid "" +"To view current applicants, navigate to the :menuselection:`Recruitment` " +"app, then click the desired job position card. Doing so reveals the " +":guilabel:`Applications` page, which displays all applicants for that " +"specific role, in a default Kanban view, organized by stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:16 +msgid "" +"Add new applicants from a job position's :guilabel:`Applications` page by " +"using either: the :ref:`New ` button or " +"the :ref:`quick add ` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:23 +msgid "Quick add" +msgstr "快速添加" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:25 +msgid "" +"On the :guilabel:`Applications` page, click the on the quick add button, " +"represented by a small :icon:`fa-plus` :guilabel:`(plus)` icon in the top-" +"right corner of each stage to quickly add a new applicant to that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:29 +msgid "Enter the following information on the card:" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:31 +msgid "" +":guilabel:`Subject/Application`: enter the title for the card. Typically, " +"this is the applicant's name, and job position being applied to. For " +"example: `Laura Smith - HR Manager`. The text entered in this field is " +"**not** visible in the Kanban view of the :guilabel:`Applications` page, " +"unless the :guilabel:`Applicant's Name` field is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:35 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. Displays as the " +"card title in the Kanban view of the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:37 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:87 +msgid ":guilabel:`Email`: enter the applicant's email address." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:38 +msgid "" +":guilabel:`Applied Job`: the current job position populates this field. If " +"needed, the job position can be changed by selecting a different position " +"from the drop-down menu. If a different job position is selected, after the " +"card is created, the card appears on the :guilabel:`Applications` page for " +"that newly-selected job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:43 +msgid "" +"After the information is entered, click :guilabel:`Add`. The applicant " +"appears in the list, and a new blank applicant card appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:46 +msgid "" +"If preferred, after entering the :guilabel:`Applicant's Name` in the Kanban " +"card that appears, click :guilabel:`Edit`, and a detailed applicant form " +"loads. Refer to the :ref:`New applicant form ` section for details about filling out the form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:50 +msgid "" +"When doing a quick add, clicking away from an empty card, or clicking the " +":icon:`fa-trash-o` (:guilabel:`trash`) icon, discards the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "" +"All the fields for a new applicant form entered when using the Quick Add " +"option." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:60 +msgid "New applicant form" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:62 +msgid "" +"On the new applicant form, the :guilabel:`Subject / Application` field is " +"populated with the pre-selected job position, by default. Certain fields on " +"the applicant card may also be pre-populated, depending on how the job " +"position is configured. Typically, the :guilabel:`Job` section, as well as " +"the :guilabel:`Recruiter` field, are pre-populated." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:67 +msgid "" +"Complete the fields in the following sections on the new applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:70 +msgid "" +"Depending on installed applications and configurations, some fields may " +"**not** be displayed." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst-1 +msgid "All the fields for a new applicant form entered." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:79 +msgid "Applicant section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:81 +msgid "" +":guilabel:`Subject/Application Name`: this is the **only** required field. " +"Enter the title for the card in this field. Typically, this is the " +"applicant's name, and the job position being applied to. For example: `John " +"Smith - Experienced Developer`. This field is **not** visible in the Kanban " +"view of the :guilabel:`Applications` page, unless the :guilabel:`Applicant's" +" Name` is left blank." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:85 +msgid "" +":guilabel:`Applicant's Name`: enter the applicant's name. This field is " +"displayed as the card title in the Kanban view of the " +":guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:88 +msgid ":guilabel:`Phone`: enter the applicant's phone number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:89 +msgid ":guilabel:`Mobile`: enter the applicant's mobile number." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:90 +msgid "" +":guilabel:`LinkedIn Profile`: enter the web address for the applicant's " +"personal profile on LinkedIn." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:92 +msgid "" +":guilabel:`Degree`: select the applicant's highest level of education from " +"the drop-down menu. Options are: :guilabel:`Graduate`, :guilabel:`Bachelor " +"Degree`, :guilabel:`Master Degree`, or :guilabel:`Doctoral Degree`. The " +":guilabel:`Graduate` option indicates the applicant graduated at the highest" +" level of school before a Bachelor's degree, such as a high school or " +"secondary school diploma, depending on the country." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:97 +msgid "" +":guilabel:`Interviewers`: using the drop-down menu, select the people to " +"conduct the interviews. The selected people **must** have either *recruiter*" +" or *officer* rights configured for the *Recruitment* application to appear " +"in the drop-down list. Refer to the :doc:`Access rights " +"<../../general/users/access_rights>` documentation for more information." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:101 +msgid "" +":guilabel:`Recruiter`: select the user responsible for the entire " +"recruitment process for the job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:103 +msgid "" +":guilabel:`Evaluation`: represents a rating for the applicant: one star " +"(:icon:`fa-star` :icon:`fa-star-o` :icon:`fa-star-o`) is :guilabel:`Good`, " +"two stars (:icon:`fa-star` :icon:`fa-star` :icon:`fa-star-o`) is " +":guilabel:`Very Good`, and three stars (:icon:`fa-star` :icon:`fa-star` " +":icon:`fa-star`)is :guilabel:`Excellent.`" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:107 +msgid "" +":guilabel:`Source`: using the drop-down menu, select where the applicant " +"learned about the job position. The following options come pre-configured in" +" Odoo: :guilabel:`Search engine`, :guilabel:`Lead Recall`, " +":guilabel:`Newsletter`, :guilabel:`Facebook`, :guilabel:`Twitter`, " +":guilabel:`LinkedIn`, :guilabel:`Monster`, :guilabel:`Glassdoor`, and " +":guilabel:`Craigslist`. To add a new :guilabel:`Source`, type in the source," +" then click :guilabel:`Create \"(new source)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:112 +msgid "" +":guilabel:`Medium`: using the drop-down menu, specify how the job listing " +"was found. The pre-configured options are: :guilabel:`Banner`, " +":guilabel:`Direct`, :guilabel:`Email`, :guilabel:`Facebook`, " +":guilabel:`Google Adwords`, :guilabel:`LinkedIn`, :guilabel:`Phone`, " +":guilabel:`Television`, :guilabel:`Twitter` (now known as \"X\"), or " +":guilabel:`Website`. To add a new :guilabel:`Medium`, type in the medium, " +"then click :guilabel:`Create \"(new medium)\"`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:117 +msgid "" +":guilabel:`Referred By User`: if referral points are to be earned for this " +"job position in the *Referrals* application, select the user who referred " +"the applicant from the drop-down menu. The *Referrals* application **must** " +"be installed for this field to appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:120 +msgid "" +":guilabel:`Availability`: select the available start date for the applicant." +" To select a date, click on the field to reveal a popover calendar. Use the " +":icon:`fa-angle-left` :guilabel:`(left)` and :icon:`fa-angle-right` " +":guilabel:`(right)` arrows on either side of the month to navigate to the " +"desired month, then click the desired date. Leaving this field blank " +"indicates the applicant can start immediately." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:125 +msgid "" +":guilabel:`Tags`: select as many tags as desired from the drop-down menu. To" +" add a tag that does not exist, type in the tag name, then click " +":guilabel:`Create \"new tag\"` from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:130 +msgid "Job section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:132 +msgid "" +"The following fields are pre-populated when creating a new applicant, as " +"long as these field are specified on the job position form. Editing the " +"fields is possible, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:135 +msgid "" +":guilabel:`Applied Job`: select the job position the applicant is applying " +"to from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:137 +msgid "" +":guilabel:`Department`: select the department the job position falls under " +"from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:139 +msgid "" +":guilabel:`Company`: select the company the job position is for using the " +"drop-down menu. This field **only** appears when in a multi-company " +"database." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:143 +msgid "Contract section" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:145 +msgid "" +":guilabel:`Expected Salary`: enter the amount the applicant is requesting in" +" this field. The number should be in a `XX,XXX.XX` format. The currency is " +"determined by the localization setting for the company." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:149 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are requested by " +"the applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Expected Salary` field. This should be short and " +"descriptive, such as `1 week extra vacation` or `dental plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:153 +msgid "" +":guilabel:`Proposed Salary`: enter the amount to be offered to the applicant" +" for the role in this field. The number should be in a `XX,XXX.XX` format." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:156 +msgid "" +":guilabel:`Extra advantages...`: if any extra advantages are offered to the " +"applicant, enter it in the :guilabel:`Extra advantages...` field to the " +"right of the :guilabel:`Proposed Salary` field. This should be short and " +"descriptive, such as `unlimited sick time` or `retirement plan`." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:161 +msgid "Application Summary tab" +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:163 +msgid "" +"Any additional details or notes that should be added to the applicant's card" +" can be typed into this field." +msgstr "" + +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 +msgid "" +"Skills can be added to the applicant's card. For details on adding skills, " +"refer to the :ref:`Create new employees ` document." +msgstr "" + #: ../../content/applications/hr/recruitment/new_job.rst:5 msgid "" "In Odoo *Recruitment*, all job positions are shown on the default dashboard " @@ -14770,6 +14805,293 @@ msgid "" "by-step instructions on how to create and configure a survey." msgstr "" +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:3 +msgid "Refuse applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:5 +msgid "" +"At any point in the recruitment process, an applicant can be refused for a " +"job position." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:7 +msgid "" +"To refuse an applicant, start by navigating to the applicant's card in the " +"*Recruitment* app. This is done in one of two ways:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:10 +msgid "" +"Navigate to :menuselection:`Recruitment app --> Applications --> All " +"Applications`. In the :guilabel:`Applications` list, click anywhere on the " +"desired applicant's line to open that specific applicant's card." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:13 +msgid "" +"Navigate to the main *ob Positions* dashboard by navigating to " +":menuselection:`Recruitment app --> Applications --> By Job Position`. Next," +" click on the desired job position card, then click on the individual " +"applicant card from the :guilabel:`Applications` page." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:17 +msgid "" +"At the top of the applicant's card, there are several buttons. Click the one" +" labeled :guilabel:`Refuse`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:23 +msgid "Refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:25 +msgid "" +"*Refuse reasons* allow recruiters to document why an applicant was not a " +"good fit, and send specific refusal reason email templates to the applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:28 +msgid "" +"Clicking :guilabel:`Refuse` on an applicant's form makes the " +":guilabel:`Refuse Reason` pop-up window appear." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:31 +msgid "" +"The default refuse reasons in Odoo, and their corresponding email templates," +" are:" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:37 +msgid "Email Template" +msgstr "電子郵件範本" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:38 +msgid "Refusal Reason" +msgstr "拒絕原因" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:39 +msgid ":guilabel:`Recruitment: Refuse`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Doesn't fit the job requirements`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Language issues`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Role already fulfilled`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Duplicate`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Spam`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:45 +msgid ":guilabel:`Recruitment: Not interested anymore`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: don't like job`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: better offer`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:0 +msgid ":guilabel:`Refused by Applicant: salary`" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:50 +msgid "" +"Additional refusal reasons :ref:`can be created, and existing ones can be " +"modified (or deleted) `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:53 +msgid "" +"Select a refusal reason to :ref:`send a refusal email `." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:58 +msgid "Create or modify refuse reasons" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:60 +msgid "" +"To view and configure refuse reasons, navigate to " +":menuselection:`Recruitment app --> Configuration --> Applications: Refuse " +"Reasons`. Doing so reveals the :guilabel:`Refuse Reasons` page, where all " +"the existing refuse reasons are listed." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:64 +msgid "" +"To create a new refuse reason from the :guilabel:`Refuse Reasons` page, " +"click the :guilabel:`New` button in the top-left corner. A blank line " +"appears at the bottom of the list, with an empty field present in the " +":guilabel:`Description` column." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:68 +msgid "" +"Type in the new refuse reason in the field. It is recommended to enter a " +"reason that is short and concise, such as `Offer expired` or `Withdrew " +"application`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:71 +msgid "" +"Then, in the :guilabel:`Email Template` field, click on the field to reveal " +"a drop-down menu. Select an :guilabel:`Email Template` from the list to be " +"used when this refuse reason is selected." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:74 +msgid "" +"If a new :guilabel:`Email Template` is desired, type in the name for the new" +" template in the field. Then, click :guilabel:`Create and edit...`, and a " +":guilabel:`Create Email Template` form pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:78 +msgid "" +"In the :guilabel:`Create Email Template` pop-up window, enter a " +":guilabel:`Name` for the form, and an email :guilabel:`Subject` in the " +"corresponding fields." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:81 +msgid "" +"Enter the desired email content in the :guilabel:`Content` tab. Proceed to " +"make any other modifications to the template in the :guilabel:`Email " +"Configuration` and :guilabel:`Settings` tabs, then click :guilabel:`Save & " +"Close` to save the template. Upon clicking that, Odoo returns to the " +":guilabel:`Refuse Reasons` list." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:86 +msgid "" +"The new template appears in the new refuse reason :guilabel:`Email Template`" +" field." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:89 +msgid "" +"Pre-configured recruitment refusal email templates in Odoo use dynamic " +"placeholders, which are personalized placeholders that populate data from " +"the applicant's record in the email body." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:92 +msgid "" +"For example, if the applicant's name is a used in a dynamic placeholder, the" +" applicant's name appears anytime that dynamic placeholder appears on the " +"email template." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:95 +msgid "" +"For more detailed information on email templates, refer to the " +":doc:`../../general/companies/email_template` documentation." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:101 +msgid "Send refusal email" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:103 +msgid "" +"After clicking the :guilabel:`Refuse` button on an applicant form, a " +":ref:`Refuse Reason ` can be selected from the " +":guilabel:`refuse reason` pop-up window. Then, two fields appear below the " +"selected refusal reason: :guilabel:`Send Email` and :guilabel:`Email " +"Template`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"The Refuse Reason pop-up window that appears when refusing an applicant." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:112 +msgid "" +"The applicant's email address automatically populates the :guilabel:`Send " +"Email` field; additional email recipients **cannot** be added." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:115 +msgid "" +"If an email should **not** be sent to the applicant, uncheck the " +":guilabel:`Send Email` checkbox." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:117 +msgid "" +"The email template associated with the refusal reason populates the " +":guilabel:`Email Template` field. If a different email template is desired, " +"select a different template from the :guilabel:`Email Template` drop-down " +"menu." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:121 +msgid "" +"To send the refusal email to the applicant, ensure the :guilabel:`Send " +"Email` checkbox is ticked, then click :guilabel:`Refuse` at the bottom of " +"the :guilabel:`Refuse Reason` pop-up window. The refusal email is sent to " +"the applicant, and a red :guilabel:`Refused` banner appears on the " +"applicant's card in the top-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst-1 +msgid "" +"An applicant's card with the refused banner appearing in the top-right " +"corner in red." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:131 +msgid "View refused applicants" +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:133 +msgid "" +"After refusal, the applicant's card is no longer visible in the job " +"position's Kanban view. However, it is still possible to view applicants who" +" have been refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:136 +msgid "" +"To view only the refused applicants, go to :menuselection:`Recruitment app " +"--> Applications --> By Job Positions`, or :menuselection:`Recruitment app " +"--> Applications --> All Applications`." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:139 +msgid "" +"On the :guilabel:`Applications` page, click the :icon:`fa-caret-down` " +":guilabel:`(caret down)` button in the :guilabel:`Search...` bar, then click" +" :guilabel:`Refused`, located under the :guilabel:`Filters` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/refuse_applicant.rst:143 +msgid "" +"All applicants that have been refused for the job position appear on the " +":guilabel:`Applications` page for that position, organized by the stage they" +" were in when they were refused." +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "推薦" @@ -14788,8 +15110,8 @@ msgstr "" #: ../../content/applications/hr/referrals.rst:14 msgid "" -"The only configurations needed for the *Referrals* application *after* " -"installation are related to the :ref:`rewards `; " +"The only configurations needed for the *Referrals* application *after* it " +"has been installed, are related to the :doc:`rewards `; " "everything else is pre-configured when Odoo *Referrals* is installed." msgstr "" @@ -15044,7 +15366,7 @@ msgid "A friend form in edit mode." msgstr "" #: ../../content/applications/hr/referrals.rst:163 -#: ../../content/applications/hr/referrals.rst:358 +#: ../../content/applications/hr/referrals.rst:293 msgid "" "It is not advised to edit the images. An image file must have a transparent " "background in order for it to render properly. Only users with knowledge " @@ -15190,139 +15512,24 @@ msgid "" msgstr "" #: ../../content/applications/hr/referrals.rst:244 -msgid "Rewards" -msgstr "獎勵" - -#: ../../content/applications/hr/referrals.rst:247 -msgid "Create rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:249 -msgid "" -"The rewards are the only configurations needed when setting up the " -"*Referrals* application. Only users with :guilabel:`Administrator` rights " -"for the *Recruitment* application can create or modify rewards. To add " -"rewards, navigate to :menuselection:`Referrals app --> Configuration --> " -"Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " -"following information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:254 -msgid "" -":guilabel:`Product Name`: enter the name as it should appear for the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:255 -msgid "" -":guilabel:`Cost`: enter the amount of points required to redeem the reward." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:256 -msgid "" -":guilabel:`Company`: using the drop-down menu, select the company the reward" -" appears for. If a reward is to be used for several companies, each company " -"needs to have a record of the reward, with the company listed on the form. " -"This field only appears if in a multi-company environment." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:259 -msgid "" -":guilabel:`Gift Responsible`: select the person who will be responsible for " -"procuring and delivering the reward to the recipient, using the drop-down " -"menu. This person is alerted when the reward is bought in the *Referrals* " -"application, so they know when to deliver the reward to the recipient." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:263 -msgid "" -":guilabel:`Description`: type in the description for the reward. This will " -"be visible on the reward card, beneath the title." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:265 -msgid "" -":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " -"page. Hover over the image square, and two icons appear, a :guilabel:`✏️ " -"(pencil)` and a :guilabel:`🗑️ (garbage can)`. Click the :guilabel:`✏️ " -"(pencil)` icon, and a file explorer appears. Navigate to the photo file, " -"then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:270 -msgid "" -"The only required fields are the :guilabel:`Product Name`, " -":guilabel:`Company` (if applicable), and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "A filled out reward form with all details entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:278 -msgid "" -"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " -"cost is not entered, the default cost will be listed as zero, which would " -"list the reward as free in the reward shop. If a photo is not selected, a " -"placeholder icon will be displayed on the rewards page." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:283 -msgid "Redeem rewards" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:285 -msgid "" -"To redeem points for a reward, click the :guilabel:`Rewards` button on the " -"main Referrals dashboard. All the configured rewards are listed in " -"individual reward cards. The points required to purchase the reward is " -"listed in the top-right corner of the card. If the user has enough points to" -" purchase a reward, a :guilabel:`🧺 (basket) Buy` button appears at the " -"bottom of the reward card. If they do not have enough points for a reward, " -"the reward card displays :guilabel:`You need another (x) points to buy this`" -" instead of a buy button." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:292 -msgid "" -"Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A " -":guilabel:`Confirmation` pop-up window appears, asking if the user is sure " -"they want to purchase the reward. Click :guilabel:`OK` to purchase the item," -" or :guilabel:`Cancel` to close the window and cancel the purchase." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:297 -msgid "" -"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " -"used to purchase the reward are subtracted from the user's available points." -" The rewards presented are now updated to reflect the user's current " -"available points." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "" -"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" -"many more reward points are needed to redeem." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:309 msgid "Levels" msgstr "等級" -#: ../../content/applications/hr/referrals.rst:311 +#: ../../content/applications/hr/referrals.rst:246 msgid "" "The *Referrals* application has pre-configured levels that are reflected in " "the user's avatar on the Referrals dashboard. As a user refers potential " "employees and earns points, they can *level up*, much like in a video game." msgstr "" -#: ../../content/applications/hr/referrals.rst:315 +#: ../../content/applications/hr/referrals.rst:250 msgid "" "Levels have no functional impact on the performance of the application. They" " are solely used for the purpose of adding achievement tiers for " "participants to aim for, gamifying referrals for the user." msgstr "" -#: ../../content/applications/hr/referrals.rst:318 +#: ../../content/applications/hr/referrals.rst:253 msgid "" "The user's current level is displayed at the top of the main *Referrals* " "application dashboard, directly beneath their photo, in a :guilabel:`Level: " @@ -15333,11 +15540,11 @@ msgid "" "points still needed before they can level up." msgstr "" -#: ../../content/applications/hr/referrals.rst:325 +#: ../../content/applications/hr/referrals.rst:260 msgid "Modify levels" msgstr "" -#: ../../content/applications/hr/referrals.rst:327 +#: ../../content/applications/hr/referrals.rst:262 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application can modify levels. The pre-configured levels can be seen and " @@ -15348,14 +15555,14 @@ msgid "" "element to their avatar, such as capes and shields." msgstr "" -#: ../../content/applications/hr/referrals.rst:334 +#: ../../content/applications/hr/referrals.rst:269 msgid "" "To modify a level's image, name, or points required to reach the level, " "click on an individual level in the list to open the level form, then make " "modifications." msgstr "" -#: ../../content/applications/hr/referrals.rst:337 +#: ../../content/applications/hr/referrals.rst:272 msgid "" "Type in the name (or number) of the level in the :guilabel:`Level Name` " "field. What is entered is displayed beneath the user's photo on the main " @@ -15366,7 +15573,7 @@ msgid "" " must be earned." msgstr "" -#: ../../content/applications/hr/referrals.rst:343 +#: ../../content/applications/hr/referrals.rst:278 msgid "" "If desired, the :guilabel:`Image` can also be modified. Hover over the image" " to reveal a :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` " @@ -15375,7 +15582,7 @@ msgid "" "select it." msgstr "" -#: ../../content/applications/hr/referrals.rst:348 +#: ../../content/applications/hr/referrals.rst:283 msgid "" "The level form saves automatically, but can be saved manually at any time by" " clicking the *save manually* option, represented by a :guilabel:`(cloud " @@ -15388,18 +15595,18 @@ msgstr "" msgid "A level form in edit mode." msgstr "" -#: ../../content/applications/hr/referrals.rst:362 +#: ../../content/applications/hr/referrals.rst:297 msgid "" "Once an image is changed and the level is saved, it is **not possible** to " "revert to the original image. To revert to the original image, the " "*Referrals* application must be *uninstalled then reinstalled.*" msgstr "" -#: ../../content/applications/hr/referrals.rst:367 +#: ../../content/applications/hr/referrals.rst:302 msgid "Level up" msgstr "" -#: ../../content/applications/hr/referrals.rst:369 +#: ../../content/applications/hr/referrals.rst:304 msgid "" "Once enough points have been accumulated to level up, the circle around the " "user's photo is completely filled in with a cyan color, a large image " @@ -15408,7 +15615,7 @@ msgid "" "level." msgstr "" -#: ../../content/applications/hr/referrals.rst:374 +#: ../../content/applications/hr/referrals.rst:309 msgid "" "Click on either the :guilabel:`LEVEL UP!` graphic, the user's photo, or the " "text :guilabel:`Click to level up!` beneath the user's photo to level up the" @@ -15416,7 +15623,7 @@ msgid "" "the photo is updated to indicate the current amount of points." msgstr "" -#: ../../content/applications/hr/referrals.rst:378 +#: ../../content/applications/hr/referrals.rst:313 msgid "" "Leveling up does not cost the user any points, the user simply needs to earn" " the specified amount of points required." @@ -15428,112 +15635,14 @@ msgid "" "above their image." msgstr "" -#: ../../content/applications/hr/referrals.rst:387 +#: ../../content/applications/hr/referrals.rst:322 msgid "" "Once a user has reached the highest configured level, they will continue to " "accrue points that can be redeemed for rewards, but they are no longer able " "to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:394 -msgid "" -"In the *Referrals* application, it is possible to post a message, also " -"referred to as an *alert*, at the top of the dashboard to share important " -"information with users. These alerts appear as a thin semi-transparent " -"banner, with the word :guilabel:`New!` appearing on the far left. The text " -"for the alert is in the center of the banner, and on the far right side is " -"an :guilabel:`X`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:399 -msgid "" -"Alerts appear on the main dashboard for the specified time configured on the" -" individual alert. If a user does not wish to see a specific alert again, " -"click the :guilabel:`X` in the far right side of the alert. This removes the" -" alert from the dashboard and will not appear again, even when opening the " -"*Referrals* application for the first time in a new session." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "Two alert banners appear above the user's photo." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:409 -msgid "Create an alert" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:411 -msgid "" -"Only users with :guilabel:`Administrator` rights for the *Recruitment* " -"application can create alerts. To add a new alert, navigate to the " -":menuselection:`Referrals application --> Configuration --> Alerts`." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:415 -msgid "" -"Click :guilabel:`Create` and a blank alert form loads. Enter the following " -"information on the form:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:417 -msgid "" -":guilabel:`Date From`: the date the alert starts. On this date, the alert " -"will be visible on the dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:419 -msgid "" -":guilabel:`Date To`: the date the alert ends. After this date, the alert " -"will be hidden from view." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:420 -msgid "" -":guilabel:`Company`: the current company populates this field by default. To" -" modify the company the alert should be displayed for, select the company " -"from the drop-down menu. If this field remains blank, the alert is visible " -"to everyone with access to the *Referrals* application. If a company is " -"specified, only user's within that company (who also have access to the " -"*Referrals* application) will see the alert. This field only appears when in" -" a multi-company database." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:425 -msgid "" -":guilabel:`Alert`: enter the text for the alert. This message appears inside" -" the alert banner on the main dashboard." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:427 -msgid "" -":guilabel:`On Click`: there are three options for the alert. Click the radio" -" button next to the desired selection. The options are:" -msgstr "" - -#: ../../content/applications/hr/referrals.rst:430 -msgid "" -":guilabel:`Not Clickable`: the alert only displays text, there is no link to" -" click." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:431 -msgid "" -":guilabel:`Go to All Jobs`: the alert contains a link that when clicked, " -"navigates to the website with all the currently posted job positions." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:433 -msgid "" -":guilabel:`Specify URL`: the alert contains a link to a specific URL, that " -"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " -"appears below the :guilabel:`On Click` section. Enter the URL in the field." -msgstr "" - -#: ../../content/applications/hr/referrals.rst-1 -msgid "An alert form completely filled in with all selections entered." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:446 +#: ../../content/applications/hr/referrals.rst:331 msgid "" "Only users with :guilabel:`Administrator` rights for the *Recruitment* " "application have access to the Reporting feature in *Referrals*. To access " @@ -15541,7 +15650,7 @@ msgid "" " main view is the Reporting Dashboard view, which contains three sections." msgstr "" -#: ../../content/applications/hr/referrals.rst:451 +#: ../../content/applications/hr/referrals.rst:336 msgid "" "In the top portion of the window, the report displays a bar chart of how " "many referred candidates are hired, and how many are still in the hiring " @@ -15551,7 +15660,7 @@ msgid "" "there are no referrals from that particular channel." msgstr "" -#: ../../content/applications/hr/referrals.rst:457 +#: ../../content/applications/hr/referrals.rst:342 msgid "" "The middle third provides all the specific data that has been tracked. This " "includes how many total points have been earned across all referrals, how " @@ -15560,7 +15669,7 @@ msgid "" "many points were given for refused applicants." msgstr "" -#: ../../content/applications/hr/referrals.rst:462 +#: ../../content/applications/hr/referrals.rst:347 msgid "" "The bottom third displays a pivot table. This table can be inserted into a " "new or existing spreadsheet. To do so, click the :guilabel:`Insert in " @@ -15571,14 +15680,303 @@ msgid "" "in it." msgstr "" -#: ../../content/applications/hr/referrals.rst:469 +#: ../../content/applications/hr/referrals.rst:354 msgid "" "The spreadsheet is stored in the *Documents* application. This application " "needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." msgstr "" -#: ../../content/applications/hr/referrals.rst:473 +#: ../../content/applications/hr/referrals.rst:358 msgid ":doc:`referrals/share_jobs`" +msgstr ":doc:`referrals/share_jobs`" + +#: ../../content/applications/hr/referrals.rst:359 +msgid ":doc:`referrals/rewards`" +msgstr "" + +#: ../../content/applications/hr/referrals.rst:360 +msgid ":doc:`referrals/alerts`" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:5 +msgid "" +"In the *Referrals* application, it is possible to post a message, also " +"referred to as an *alert*, at the top of the dashboard to share important " +"information with users." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:8 +msgid "" +"Alerts remain on the main *Referrals* dashboard for the specified amount of " +"time configured on the individual alert." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "Two alert banners appear above the user's photo." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:16 +msgid "Create an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:18 +msgid "" +"Only users with *Administrator* access rights for the *Recruitment* " +"application can create alerts. To add a new alert, navigate to the " +":menuselection:`Referrals app --> Configuration --> Alerts`." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:21 +msgid "" +"Click :guilabel:`New` to open a blank alert form. Enter the following " +"information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:23 +msgid "" +":guilabel:`Date From`: the date the alert starts. On this date, the alert is" +" visible on the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:25 +msgid "" +":guilabel:`Date To`: the date the alert ends. After this date, the alert is " +"hidden from view." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:26 +msgid "" +":guilabel:`Company`: the current company populates this field, by default. " +"To modify the company the alert should be displayed for, select the desired " +"company from the drop-down menu in this field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:30 +msgid "" +"If this field remains blank, the alert is visible to everyone with access to" +" the *Referrals* application." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:33 +msgid "" +"If a company is specified, only users within that company (who also have " +"access to the *Referrals* application) see the alert. This field **only** " +"appears when in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:35 +msgid "" +":guilabel:`Alert`: enter the text for the alert. This message appears inside" +" the alert banner on the main *Referrals* dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:37 +msgid "" +":guilabel:`On Click`: there are three options for the alert. Click the radio" +" button next to the desired selection. The options are:" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:40 +msgid "" +":guilabel:`Not Clickable`: the alert only displays text, there is no link to" +" click." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:41 +msgid "" +":guilabel:`Go to All Jobs`: the alert contains a link that, when clicked, " +"navigates to the website with all the job positions that are currently " +"posted." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:43 +msgid "" +":guilabel:`Specify URL`: the alert contains a link to a specific URL that, " +"when clicked, navigates to that URL. When selected, a :guilabel:`URL` field " +"appears below the :guilabel:`On Click` section. Enter the desired URL in " +"that field." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst-1 +msgid "An alert form completely filled in with all selections entered." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:52 +msgid "Dismiss an alert" +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:54 +msgid "" +"It is possible to dismiss an alert, if a user does not wish to see a " +"specific alert again." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:56 +msgid "" +"To dismiss an alert, click the :icon:`fa-times` :guilabel:`(remove)` icon on" +" the far-right side of the alert to remove the alert from the dashboard." +msgstr "" + +#: ../../content/applications/hr/referrals/alerts.rst:59 +msgid "" +"This prevents the alert from appearing again, even when opening the " +"*Referrals* application for the first time in a new session." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:3 +msgid "Rewards" +msgstr "獎勵" + +#: ../../content/applications/hr/referrals/rewards.rst:5 +msgid "" +"After employees have successfully earned referral points, they can exchange " +"their points by purchasing rewards in Odoo's *Referrals* application. " +"Rewards **must** be :ref:`created and configured ` before " +"employees can :ref:`redeem points for rewards `." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:13 +msgid "Create rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:15 +msgid "" +"Rewards are the only configurations needed when setting up the *Referrals* " +"application." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:17 +msgid "" +"Only users with :guilabel:`Administrator` rights for the *Recruitment* " +"application can create or modify rewards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:20 +msgid "" +"To add rewards, navigate to :menuselection:`Referrals app --> Configuration " +"--> Rewards`. Click :guilabel:`New`, and a reward form loads. Enter the " +"following information on the form:" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:23 +msgid "" +":guilabel:`Product Name`: enter the name as it should appear for the reward." +" This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:25 +msgid "" +":guilabel:`Cost`: enter the amount of points required to redeem the reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:26 +msgid "" +":guilabel:`Company`: using the drop-down menu, select the company the reward" +" is configured for. If a reward is available for multiple companies, each " +"company **must** configure a reward for their specific company. This field " +"**only** appears if in a multi-company environment; if this field appears, " +"it is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:32 +msgid "" +"A corporation with three different companies offers a gift card as a reward." +" In the database, there are three separate rewards listed for a gift card, " +"one for each of the three companies." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:35 +msgid "" +":guilabel:`Gift Responsible`: using the drop-down menu, select the person " +"responsible for procuring and delivering the reward to the recipient. This " +"person is alerted when the reward is bought in the *Referrals* application, " +"so they know when to deliver the reward to the recipient." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:38 +msgid "" +":guilabel:`Photo`: add a photo of the reward, which appears on the rewards " +"page. Hover over the image box in the top-right corner (a square with a " +"camera and plus sign inside it), and a :icon:`fa-pencil` " +":guilabel:`(pencil)` icon appears. Click the :icon:`fa-pencil` " +":guilabel:`(pencil)` icon to select and add a photo to the reward form. Once" +" a photo is added, hovering over the image reveals two icons instead of one:" +" a :icon:`fa-pencil` :guilabel:`(pencil)` icon and a :icon:`fa-trash-o` " +":guilabel:`(trash can)` icon. Click the :icon:`fa-trash-o` :guilabel:`(trash" +" can)` icon to delete the currently selected image." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:45 +msgid "" +":guilabel:`Description` tab: type in the description for the reward. This is" +" visible on the reward card, beneath the title. This field is required." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "A filled out reward form with all details entered." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:53 +msgid "" +"It is advised to enter a :guilabel:`Cost` and add a :guilabel:`Photo`. If a " +"cost is not entered, the default cost is listed as zero, which would list " +"the reward as free in the reward shop. If a photo is not selected, a " +"placeholder icon is displayed on the rewards page." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:60 +msgid "Redeem rewards" +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:62 +msgid "" +"In order to redeem a reward, points must be earned. These points can then be" +" used to purchase a reward." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:65 +msgid "" +"To purchase a reward, click the :guilabel:`Rewards` button on the main " +":guilabel:`Referrals` dashboard. All the configured rewards are listed in " +"individual reward cards." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:68 +msgid "" +"The required point amount needed to purchase a reward is listed in the top-" +"right corner of the card." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:70 +msgid "" +"If the user has enough points to purchase a reward, a :icon:`fa-shopping-" +"basket` :guilabel:`Buy` button appears at the bottom of the reward card. If " +"they do not have enough points for a reward, the reward card displays " +":guilabel:`You need another (x) points to buy this`, instead of a :icon:`fa-" +"shopping-basket` :guilabel:`Buy` button." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:75 +msgid "" +"Click the :icon:`fa-shopping-basket` :guilabel:`Buy` button on a reward to " +"purchase it. A :guilabel:`Confirmation` pop-up window appears, asking if the" +" user is sure they want to purchase the reward. Click :guilabel:`OK` to " +"purchase the item, or :guilabel:`Cancel` to close the window, and cancel the" +" purchase." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst:80 +msgid "" +"After :guilabel:`OK` is clicked, the pop-up window closes, and the points " +"used to purchase the reward are subtracted from the user's available points." +" The rewards presented are now updated to reflect the user's current " +"available points." +msgstr "" + +#: ../../content/applications/hr/referrals/rewards.rst-1 +msgid "" +"Buy button appears below a mug and backpack reward, while the bicycle reward states how\n" +"many more reward points are needed to redeem." msgstr "" #: ../../content/applications/hr/referrals/share_jobs.rst:3 @@ -16363,10 +16761,6 @@ msgid "" "appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:268 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/time_off.rst:270 msgid "" ":guilabel:`Employee accrue`: select the parameters for earned time off in " @@ -16937,232 +17331,6 @@ msgid "" msgstr "" #: ../../content/applications/hr/time_off.rst:553 -msgid "Management" -msgstr "管理" - -#: ../../content/applications/hr/time_off.rst:555 -msgid "" -"Time off and allocation requests typically undergo an approval process " -"before being granted. Requests either need one or two approvals, if any, " -"depending on how the specific type of time off is configured. These are all " -"housed under the :guilabel:`Management` section of the *Time Off* " -"application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:560 -msgid "" -"Only users who can approve allocation and time off requests have the " -":guilabel:`Management` section visible in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:566 -msgid "Manage time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:568 -msgid "" -"To view time off requests that need approval, navigate to " -":menuselection:`Time Off app --> Management --> Time Off`. The only time off" -" requests visible on this list are for employees the user has either " -":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " -"in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:573 -msgid "" -"The default filter in the :guilabel:`Time Off` list is `Waiting For Me`. " -"This only presents time off requests that need to be approved for current " -"employees on the user's team, with a status of either :guilabel:`To Approve`" -" or :guilabel:`Second Approval`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:577 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented time off requests. Since only time off requests that need to be " -"approved are shown, the only status options are :guilabel:`All`, " -":guilabel:`To Approve`, and :guilabel:`Second Approval`. The various " -"departments the user is a member of, and manages employees under, also " -"appear on the left side of the screen, under :guilabel:`Departments`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:584 -msgid "" -"If there are no requests that fall under one of the status options or " -"departments, that status or department is **not** visible on the left-side " -"menu." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "" -"To display time off requests for specific departments only, click on the " -":guilabel:`Department` on the left-hand side. Only requests within the " -"selected department are then presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:590 -#: ../../content/applications/hr/time_off.rst:657 -msgid "" -"The status column displays the status of each request, with the status " -"highlighted in a specific color." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:593 -msgid "" -"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " -"highlighted in yellow and are the only ones that appear in the list by " -"default. If the `Waiting For Me` filter is removed, then all statuses " -"appear. :guilabel:`Approved` requests are highlighted in green, " -":guilabel:`To Submit` (drafts) requests are highlighted in blue, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "" -"To approve a time off request, click the :guilabel:`👍 Approve` button at the" -" end of the line. To validate a time off request that has already been " -"approved, and is waiting on a second approval, click the :guilabel:`✔️ " -"Validate` button at the end of the line. To refuse a request, click the " -":guilabel:`✖️ Refuse` button at the far end of the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off requests with the filter, groupings, and status sections " -"highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:608 -msgid "" -"For more details, click anywhere on the time off request line (except for " -"the :guilabel:`👍 Approve`, :guilabel:`✔️ Validate`, and :guilabel:`✖️ " -"Refuse` buttons) to load the time off request form. Depending on the rights " -"of the user, changes can be made." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:612 -msgid "" -"To modify the request, make any desired changes to the form. All changes are" -" automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:614 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Approve` button to approve, or the :guilabel:`Refuse` button " -"to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:620 -msgid "Manage allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:622 -msgid "" -"To view allocations that need approval, navigate to :menuselection:`Time Off" -" app --> Management --> Allocations`. The only allocations visible on this " -"list are for employees the user has either :guilabel:`Time Off Officer` or " -":guilabel:`Administrator` access rights for in the *Time Off* application." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "" -"The default filters that are configured to be in place when navigating to " -"the :guilabel:`Allocations` list are :guilabel:`My Team` and " -":guilabel:`Active Employee`. This *only* presents employees on the user's " -"team (who they manage) and active employees. Inactive users are not shown." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:632 -msgid "" -"The left side of the screen has various grouping options to narrow down the " -"presented allocation requests." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:635 -msgid "" -"The :guilabel:`Status` options are :guilabel:`To Approve`, " -":guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " -":guilabel:`Status` to view only requests with that status. To view all " -"allocation requests, click :guilabel:`All`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:639 -msgid "" -"It is also possible to display allocation requests by department. Click on " -"the :guilabel:`Department` in the left side of the screen to only present " -"allocations for that specific department." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:644 -msgid "" -"The groupings on the left side only present allocation requests that fall " -"under the default filters of :guilabel:`My Team` and :guilabel:`Active " -"Employee`. Only the statuses for allocation requests that fall under those " -"filters are presented on the left side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:648 -msgid "" -"For example, if there are no requests with a status of :guilabel:`To " -"Submit`, that status option does not appear in the left-hand side." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:651 -msgid "" -"All departments for the user's employees appear in the list. If there are no" -" allocation requests that fall under that department matching the pre-" -"configured filters, the list is blank." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:654 -msgid "" -"It is always possible to remove any of the pre-configured filters, by " -"clicking the :guilabel:`✖️ (remove)` icon on the specific filter to remove " -"it." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:660 -msgid "" -"The :guilabel:`To Approve` requests are highlighted in yellow, " -":guilabel:`Approved` requests are highlighted in green, and the " -":guilabel:`Refused` requests are highlighted in gray." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:663 -msgid "" -"To approve an allocation request, click the :guilabel:`✔ Validate` button at" -" the end of the line. To refuse a request, click the :guilabel:`✖️ Refuse` " -"button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Allocations with the filter, groupings, and status sections highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:670 -msgid "" -"If more details are needed, click anywhere on the allocation request line " -"(except for the :guilabel:`✔ Validate` and :guilabel:`✖️ Refuse` buttons) to" -" view the request in detail." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:673 -msgid "" -"Depending on the rights of the user, changes can be made to the allocation " -"request form that appears. To modify the request, make any desired changes " -"to the form. All changes are automatically saved." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:677 -msgid "" -"It is also possible to approve or refuse the request from this form. Click " -"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" -" to refuse the request." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:683 msgid "" "To view a color-coded schedule of the user's time off, and/or of the team " "managed by them, navigate to :menuselection:`Time Off app --> Overview`. " @@ -17170,7 +17338,7 @@ msgid "" "view." msgstr "" -#: ../../content/applications/hr/time_off.rst:687 +#: ../../content/applications/hr/time_off.rst:557 msgid "" "To change the time period displayed, click on the :guilabel:`Month` button " "to reveal a drop-down menu. Then, select either :guilabel:`Day`, " @@ -17178,7 +17346,7 @@ msgid "" "corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:691 +#: ../../content/applications/hr/time_off.rst:561 msgid "" "To navigate forward or backward in time, in the selected increment " "(:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left " @@ -17186,44 +17354,44 @@ msgid "" " that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:695 +#: ../../content/applications/hr/time_off.rst:565 msgid "" "For example, if :guilabel:`Month` is selected, the arrows adjust the view by" " one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:697 +#: ../../content/applications/hr/time_off.rst:567 msgid "" "To return to a view containing the current day, click the :guilabel:`Today` " "button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:699 +#: ../../content/applications/hr/time_off.rst:569 msgid "" "Team members are listed alphabetically on individual lines, and their " "requested time off, regardless of the status (*validated* or *to approve*), " "is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:702 +#: ../../content/applications/hr/time_off.rst:572 msgid "" "Each employee is color-coded. The employee's color is selected at random, " "and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:705 +#: ../../content/applications/hr/time_off.rst:575 msgid "" "The status of the time off is represented by the color detail of the " "request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:708 +#: ../../content/applications/hr/time_off.rst:578 msgid "" "The number of days or hours requested is written on the request (if there is" " enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:710 +#: ../../content/applications/hr/time_off.rst:580 msgid "" "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph " "shows how many people are projected to be out on any given day. The number " @@ -17231,7 +17399,7 @@ msgid "" "highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:714 +#: ../../content/applications/hr/time_off.rst:584 msgid "" "Click on a time off entry to view the details for the specific time off " "entry. The total number of hours or days are listed, along with the start " @@ -17243,186 +17411,7 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:723 -msgid "My time" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:725 -msgid "" -"The :guilabel:`My Time` section of the *Time Off* application contains the " -"time off dashboard, as well as the user's time off requests and allocations." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:731 -msgid "Dashboard" -msgstr "儀表板" - -#: ../../content/applications/hr/time_off.rst:733 -msgid "" -"All users have access to the time off dashboard, which is the default view " -"in the *Time Off* application. The dashboard can also be accessed at any " -"point in the application by navigating to :menuselection:`Time Off app --> " -"My Time --> Dashboard`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:737 -msgid "" -"The current year is displayed, and the current day is highlighted in red." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:739 -msgid "" -"To change the view, click on the :guilabel:`Year` button to reveal a drop-" -"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " -":guilabel:`Month` to present the calendar in that corresponding view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:743 -msgid "" -"To change the presented dates, click the :guilabel:`← (left arrow)` or " -":guilabel:`→ (right arrow)` icons to the left of the :guilabel:`Year` " -"button. The calendar view adjusts in increments of the presented view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:747 -msgid "" -"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " -"one year." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:749 -msgid "" -"To change the view at any point to a view that includes the current date, " -"click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:752 -msgid "" -"Above the calendar view is a summary of the user's time off balances. Every " -"time off type that has been allocated appears in its own summary box. Each " -"summary lists the type of time off, the corresponding icon, the current " -"available balance (in hours or days), and an expiration date (if " -"applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:757 -msgid "" -"To view the full details of a time off balance, click the :guilabel:`? " -"(question mark)` icon at the end of the :guilabel:`(DAYS/HOURS) AVAILABLE` " -"on the time off summary. The complete details are presented in a popover " -"window, including the :guilabel:`Allocated` time, future :guilabel:`Accrual`" -" time, :guilabel:`Approved` time off scheduled, :guilabel:`Planned` time " -"off, and the currently :guilabel:`Available` time off." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "A view of the complete time off balance details in the popover window." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:767 -msgid "" -"A user is also able to see how much time off they will have accrued in the " -"future. On the right side of the time off summary blocks, there is a " -":guilabel:`Balance at the (date)` field. Click on the date, and a calendar " -"selector popover appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:771 -msgid "" -"The current date is the default date selected. Navigate to the desired date," -" and Odoo displays the time off balances the user will have on that date. " -"This takes into account all time off currently planned and approved. To " -"return to the current date, click the :guilabel:`Today` button to the right " -"of the date field." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:776 -msgid "" -"On the right side of the calendar, the various time off types are displayed," -" with their corresponding colors. The :guilabel:`Legend` explains how the " -"various statuses for time off requests are presented." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:780 -msgid "" -"Time off that has been validated appears in a solid color (in the color " -"specified in the :guilabel:`Time Off Type` section above the " -":guilabel:`Legend`). Time off requests that still need to be approved appear" -" with white stripes in the color. Refused time off requests have a colored " -"line through the dates." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:785 -msgid "" -"New time off requests can be made from the :guilabel:`Dashboard`. Click the " -":guilabel:`New` button at the top of the dashboard, and a :doc:`New Time Off" -" <../hr/time_off/request_time_off>` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:789 -msgid "" -"New allocation requests can also be made from the :guilabel:`Dashboard`. " -"Click the :guilabel:`New Allocation Request` button at the top of the " -":guilabel:`Dashboard` to request more time off, and a :ref:`New Allocation " -"` modal appears." -msgstr "" - -#: ../../content/applications/hr/time_off.rst-1 -msgid "" -"Time off dashboard view with the legend, time off summaries, and view " -"buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:800 -msgid "My time off" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:802 -msgid "" -"To view a list of all the user's time off requests, navigate to " -":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " -"off requests, both past and present, appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:805 -msgid "" -"The list includes the following information for each request: the " -":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " -":guilabel:`End Date`, :guilabel:`Duration`, and the :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:809 -msgid "" -"A new time off request can be made from this view. Click the :guilabel:`New`" -" button to :doc:`request time off <../hr/time_off/request_time_off>`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:815 -msgid "My allocations" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:817 -msgid "" -"To view a list of all the user's allocations, navigate to " -":menuselection:`Time Off app --> My Time --> My Allocations`. All " -"allocations and requested allocations appear in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:820 -msgid "" -"The information presented on the :guilabel:`My Allocations` page includes: " -"the :guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " -":guilabel:`Allocation Type`, and :guilabel:`Status`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:824 -msgid "" -"A new allocation request can be made from this view, as well. Click the " -":guilabel:`New` button to :ref:`request an allocation `." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:832 +#: ../../content/applications/hr/time_off.rst:597 msgid "" "The reporting feature allows users to view time off for their team, either " "by employee or type of time off. This allows users to see which employees " @@ -17430,7 +17419,7 @@ msgid "" "types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:836 +#: ../../content/applications/hr/time_off.rst:601 msgid "" "Any report can be added to a spreadsheet through the *Insert in Spreadsheet*" " button that appears in the top-left of a report. If the *Documents* " @@ -17438,31 +17427,31 @@ msgid "" "appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:841 +#: ../../content/applications/hr/time_off.rst:606 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:843 +#: ../../content/applications/hr/time_off.rst:608 msgid "" "To view a report of employee time off requests, navigate to " ":menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:846 +#: ../../content/applications/hr/time_off.rst:611 msgid "" "The default report presents the current year's data in a list view, " "displaying all the employees in alphabetical order. Each employee's line is " "collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:850 +#: ../../content/applications/hr/time_off.rst:615 msgid "" "The view expands, and has the time off requests organized by time off type. " "Click anywhere on a time off type line to expand it, and view all the " "individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:853 +#: ../../content/applications/hr/time_off.rst:618 msgid "" "The information shown in the list includes: the :guilabel:`Employee` name, " ":guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, " @@ -17473,7 +17462,7 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:861 +#: ../../content/applications/hr/time_off.rst:626 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17485,7 +17474,7 @@ msgstr "" msgid "The various other views highlighted, for the employee time off report." msgstr "" -#: ../../content/applications/hr/time_off.rst:870 +#: ../../content/applications/hr/time_off.rst:635 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports and their" @@ -17493,18 +17482,18 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:875 +#: ../../content/applications/hr/time_off.rst:640 msgid "By type" msgstr "按類型" -#: ../../content/applications/hr/time_off.rst:877 +#: ../../content/applications/hr/time_off.rst:642 msgid "" "To view a list of all time off, organized by time off type, navigate to " ":menuselection:`Time Off app --> Reporting --> by Type`. This shows all time" " off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:880 +#: ../../content/applications/hr/time_off.rst:645 msgid "" "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific " "time off type." @@ -17516,13 +17505,13 @@ msgid "" "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:887 +#: ../../content/applications/hr/time_off.rst:652 msgid "" "Click on a bar to go to a detailed list view of all the time off requests " "for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:889 +#: ../../content/applications/hr/time_off.rst:654 msgid "" "Each request is listed, with the following information displayed: the " ":guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, " @@ -17530,7 +17519,7 @@ msgid "" ":guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:893 +#: ../../content/applications/hr/time_off.rst:658 msgid "" "The report can be displayed in other ways, as well. Click the corresponding " "button option in the top-right corner of the page to view the data in that " @@ -17538,7 +17527,7 @@ msgid "" ":guilabel:`List`, or :guilabel:`Pivot` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:897 +#: ../../content/applications/hr/time_off.rst:662 msgid "" "When a selection has been made, additional options appear for that " "particular selection. For more detailed information on the reports, and " @@ -17546,8 +17535,496 @@ msgid "" "<../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:902 +#: ../../content/applications/hr/time_off.rst:667 msgid ":doc:`time_off/request_time_off`" +msgstr ":doc:`time_off/request_time_off`" + +#: ../../content/applications/hr/time_off.rst:668 +msgid ":doc:`time_off/my_time`" +msgstr "" + +#: ../../content/applications/hr/time_off.rst:669 +msgid ":doc:`time_off/management`" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:3 +msgid "Management" +msgstr "管理" + +#: ../../content/applications/hr/time_off/management.rst:7 +msgid "" +"Time off and allocation requests undergo an approval process before being " +"granted. Requests either need one or two approvals, if any, depending on how" +" the specific type of time off is configured. All these configurations can " +"be found under the *Management* section of the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:11 +msgid "" +"Only people who can approve allocation and time off requests have the " +":guilabel:`Management` section visible in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:17 +msgid "Manage time off" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:19 +msgid "" +"To view time off requests that need approval, navigate to " +":menuselection:`Time Off app --> Management --> Time Off`. Doing so reveals " +"the :guilabel:`All Time Off` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:22 +msgid "" +"The only time off requests that are visible on this page belong to employees" +" the user either has :guilabel:`Time Off Officer` or " +":guilabel:`Administrator` access rights for in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:26 +msgid "" +"The default filter on the :guilabel:`All Time Off` page is `Waiting For Me`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:28 +msgid "" +"This filter only presents time off requests that need to be approved for " +"current employees on the user's team, with a status of either :guilabel:`To " +"Approve` or :guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:31 +msgid "" +"On the left side of the :guilabel:`All Time Off` page, there are various " +"grouping options that can be used to narrow down the presented time off " +"requests, located beneath the :guilabel:`Status` and :guilabel:`Department` " +"headings." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:35 +msgid "" +"Since only time off requests that need to be approved are shown, the only " +":guilabel:`Status` options are :guilabel:`All`, :guilabel:`To Approve`, and " +":guilabel:`Second Approval`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:38 +msgid "" +"The various departments the user is a member of, and manages employees " +"under, also appear on the left side of the page, under " +":guilabel:`Departments`." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:42 +msgid "" +"If there are no requests that fall under one of the status options or " +"departments, that status or department is **not** visible on the left-side " +"menu." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:45 +msgid "" +"To only display time off requests for specific departments, click on the " +":guilabel:`Department` on the left-hand side of the page. Only requests " +"within the selected department are then presented." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:48 +#: ../../content/applications/hr/time_off/management.rst:127 +msgid "" +"The status column displays the status of each request, with the status " +"highlighted in a specific color." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:51 +msgid "" +"The :guilabel:`To Approve` and :guilabel:`Second Approval` requests are " +"highlighted in yellow, and are the only ones that appear in the list by " +"default." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:54 +msgid "If the `Waiting For Me` filter is removed, all statuses appear." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:56 +msgid "" +":guilabel:`Approved` requests are highlighted in green, :guilabel:`To " +"Submit` (drafts) requests are highlighted in blue, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:59 +msgid "" +"To approve a time off request, click the :icon:`fa-thumbs-up` " +":guilabel:`Approve` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:62 +msgid "" +"To validate a time off request that has already been approved, and is " +"waiting on a second approval, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:65 +msgid "" +"To refuse a request, click the :icon:`fa-times` :guilabel:`Refuse` button at" +" the far end of the line." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Time off requests with the filter, groupings, and status sections " +"highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:72 +msgid "" +"For more details, click anywhere on the time off request line (except for " +"the :icon:`fa-thumbs-up` :guilabel:`Approve`, :icon:`fa-check` " +":guilabel:`Validate` icon, and :icon:`fa-times` :guilabel:`Refuse` buttons)." +" Doing so loads that specific time off request form. Depending on the rights" +" of the user, changes can be made." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:77 +msgid "" +"To modify the request, make any desired changes to the form. All changes are" +" automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:79 +msgid "" +"It is also possible to approve, validate, or refuse the request from this " +"form. Click the :guilabel:`Approve` button to approve, the " +":guilabel:`Validate` button to validate, or the :guilabel:`Refuse` button to" +" refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:86 +msgid "Manage allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:88 +msgid "" +"To view allocations that need approval, navigate to :menuselection:`Time Off" +" app --> Management --> Allocations`. Doing so reveals the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:91 +msgid "" +"The user is only presented with allocations for employees they have either " +":guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for " +"in the *Time Off* application." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:94 +msgid "" +"The default filters configured on the :guilabel:`Allocations` page are " +":guilabel:`My Team` and :guilabel:`Active Employee`. These default filters " +"*only* present employees on the user's team (who they manage) and active " +"employees. Inactive records are not shown." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:98 +msgid "" +"The left side of the :guilabel:`Allocations` page has various grouping " +"options to narrow down the presented allocation requests." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:101 +msgid "" +"The :guilabel:`Status` options are: :guilabel:`All`, :guilabel:`To Approve`," +" :guilabel:`Refused`, and :guilabel:`Approved`. Click on a specific " +":guilabel:`Status` to view only requests with that specific status." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:105 +msgid "" +"To view all allocation requests, regardless of status, click :guilabel:`All`" +" under the :guilabel:`Status` heading." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:108 +msgid "" +"It is also possible to display allocation requests by department. Click on " +"the desired :guilabel:`Department` on the left side of the " +":guilabel:`Allocations` page, to only present allocations for that specific " +"department." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:113 +msgid "" +"The groupings on the left side **only** present allocation requests that " +"fall under the default filters of :guilabel:`My Team` and :guilabel:`Active " +"Employee`, if those default filters are not removed from the " +":guilabel:`Search...` bar. Only the statuses for allocation requests that " +"fall under those filters are presented on the left side." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:118 +msgid "" +"For example, if there are no requests with a status of :guilabel:`To " +"Submit`, that status option does not appear in the left-hand side of the " +":guilabel:`Allocations` page." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:121 +msgid "" +"All departments for the user's employees appear in the list. If there are no" +" allocation requests that fall under that department matching the " +"preconfigured filters, the list is blank." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:124 +msgid "" +"It is always possible to remove any of the preconfigured filters, by " +"clicking the :icon:`fa-times` :guilabel:`(remove)` icon on the specific " +"filter to remove it." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:130 +msgid "" +"The :guilabel:`To Approve` requests are highlighted in yellow, " +":guilabel:`Approved` requests are highlighted in green, and the " +":guilabel:`Refused` requests are highlighted in gray." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:133 +msgid "" +"To approve an allocation request, click the :icon:`fa-check` " +":guilabel:`Validate` button at the end of the line. To refuse a request, " +"click the :icon:`fa-times` :guilabel:`Refuse` button." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst-1 +msgid "" +"Allocations with the filter, groupings, and status sections highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:140 +msgid "" +"If more details are needed, click anywhere on the allocation request line " +"(except for the :icon:`fa-check` :guilabel:`Validate` or :icon:`fa-times` " +":guilabel:`Refuse` buttons) to view the specific request in detail, via the " +"allocation request form." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:144 +msgid "" +"Depending on the rights of the user, changes can be made to the allocation " +"request form that appears. To modify the request, make any desired changes " +"to the form. All changes are automatically saved." +msgstr "" + +#: ../../content/applications/hr/time_off/management.rst:148 +msgid "" +"It is also possible to approve or refuse the request from this form. Click " +"the :guilabel:`Validate` button to approve, or the :guilabel:`Refuse` button" +" to refuse the request." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:3 +msgid "My time" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:5 +msgid "" +"The *My Time* menu of the *Time Off* application houses all the various time" +" off information for the signed-in user." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:8 +msgid "" +"This includes the main *Time Off* dashboard, which displays an overview of " +"the various time off balances, as well as time-off requests and allocations." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:14 +msgid "Dashboard" +msgstr "儀表板" + +#: ../../content/applications/hr/time_off/my_time.rst:16 +msgid "" +"All users have access to the *Time Off* :guilabel:`Dashboard`, which is the " +"first page that appears when the *Time Off* application is opened. The " +":guilabel:`Dashboard` can also be accessed at any point in the application, " +"by navigating to :menuselection:`Time Off app --> My Time --> Dashboard`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:20 +msgid "" +"The current year is displayed, and the current day is highlighted in a red " +"circle." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:22 +msgid "" +"To change the view, click on the :guilabel:`Year` button to reveal a drop-" +"down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or " +":guilabel:`Month` to present the calendar in that corresponding view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:27 +msgid "" +"To change the displayed dates, click the :icon:`fa-arrow-left` " +":guilabel:`(left arrow)` or :icon:`fa-arrow-right` :guilabel:`(right arrow)`" +" icons to the left of the :guilabel:`Year` button. The calendar view adjusts" +" in increments of the selected view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:31 +msgid "" +"For example, if :guilabel:`Year` is selected, the arrows adjust the view by " +"one year." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:33 +msgid "" +"To reset the view, so it includes the current date, click the " +":guilabel:`Today` button." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:35 +msgid "" +"Above the calendar view is a summary of the user's time off balances. Every " +"time off type that has been allocated appears in its own summary box. Each " +"summary lists the type of time off, the corresponding icon, the current " +"available balance (in hours or days), and an expiration date (if " +"applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:40 +msgid "" +"To view the full details of a time off balance, click the :icon:`fa-" +"question-circle-o` :guilabel:`(question mark)` icon at the end of the " +":guilabel:`(DAYS/HOURS) AVAILABLE` on the time off summary. The complete " +"details are presented in a popover window, including the " +":guilabel:`Allocated` time, :guilabel:`Accrual (Future)` time, " +":guilabel:`Approved` time off scheduled, :guilabel:`Planned` time off, and " +"the currently :guilabel:`Available` time off." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "A view of the complete time off balance details in the popover window." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:50 +msgid "" +"A user can also select a future date to see an estimate of how much time " +"they should accrue by that point. On the right side of the time off summary " +"blocks, there is a :guilabel:`Balance at the (date)` field. Click on the " +"date, and a calendar selector popover appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:55 +msgid "" +"The :guilabel:`Balance at the (date)` field **only** appears if the user is " +"accruing time off through an :ref:`accrual plan `." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:58 +msgid "" +"The current date is the default date selected. Navigate to the desired date," +" and Odoo displays the time off balances the user should have on that date. " +"This takes into account all time off currently planned and approved. To " +"return to the current date, click the :guilabel:`Today` button to the right " +"of the date field." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:63 +msgid "" +"On the right side of the calendar, the various time off types are displayed," +" each with their own corresponding color. The :guilabel:`Legend` explains " +"how the various statuses for time off requests are presented." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:67 +msgid "" +"Time off that has been validated appears in a solid color. Time off requests" +" that still are still in the :guilabel:`To Approve` stage, appear with white" +" stripes in the color. :guilabel:`Refused` time off requests have a line " +"through the dates." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:71 +msgid "" +"The color for each request corresponds to the specified color set with the " +"various time off types, listed in the section above the :guilabel:`Legend`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:74 +msgid "" +"New time off requests can be made from the :guilabel:`Dashboard`. Click the " +":guilabel:`New` button in the upper-left corner, and a :doc:`New Time Off " +"` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:77 +msgid "" +"New allocation requests can also be made from the :guilabel:`Dashboard`. " +"Click the :guilabel:`New Allocation Request` button to request more time " +"off, and a :ref:`New Allocation ` pop-up window" +" appears." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst-1 +msgid "" +"Time off dashboard view with the legend, time off summaries, and view " +"buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:88 +msgid "My time off" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:90 +msgid "" +"To view a list of all the time off requests, navigate to " +":menuselection:`Time Off app --> My Time --> My Time Off`. Here, all time " +"off requests, both past and present, appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:93 +msgid "" +"The list includes the following information for each request: the " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Start Date`, " +":guilabel:`End Date`, :guilabel:`Duration`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:97 +msgid "" +"A new time off request can be made from this view. Click the :guilabel:`New`" +" button to :doc:`request_time_off`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:103 +msgid "My allocations" +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:105 +msgid "" +"To view a list of all allocations, navigate to :menuselection:`Time Off app " +"--> My Time --> My Allocations`. All allocations and requested allocations " +"appear in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:108 +msgid "" +"The information presented on the :guilabel:`My Allocations` page includes: " +":guilabel:`Time Off Type`, :guilabel:`Description`, :guilabel:`Amount`, " +":guilabel:`Allocation Type`, and :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/time_off/my_time.rst:112 +msgid "" +"A new allocation request can be made from this view, as well. Click the " +":guilabel:`New` button to :ref:`request an allocation `." msgstr "" #: ../../content/applications/hr/time_off/request_time_off.rst:3 diff --git a/locale/zh_TW/LC_MESSAGES/marketing.po b/locale/zh_TW/LC_MESSAGES/marketing.po index aae9c6f49..811800a63 100644 --- a/locale/zh_TW/LC_MESSAGES/marketing.po +++ b/locale/zh_TW/LC_MESSAGES/marketing.po @@ -4,17 +4,17 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Wil Odoo, 2024 # Tony Ng, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Tony Ng, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -514,6 +514,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:274 +#: ../../content/applications/marketing/events.rst:79 msgid "Settings" msgstr "設定" @@ -789,7 +790,6 @@ msgid "" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:427 -#: ../../content/applications/marketing/events/event_essentials.rst:191 msgid "" "Some sub-menu options in the first rule field allow for a second choice to " "provide even more specificity." @@ -1495,7 +1495,7 @@ msgstr "" #: ../../content/applications/marketing/email_marketing.rst:828 msgid ":doc:`email_marketing/analyze_metrics`" -msgstr "" +msgstr ":doc:`email_marketing/analyze_metrics`" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:3 msgid "Analyze metrics" @@ -3035,14 +3035,314 @@ msgstr "" msgid "Events" msgstr "活動" -#: ../../content/applications/marketing/events.rst:8 +#: ../../content/applications/marketing/events.rst:7 +msgid "" +"Explore the various aspects of the Odoo *Events* detailed dashboard, and " +"useful settings, that can be utilized to generate and gather valuable data " +"about events (and their attendees), which can then be used to improve " +"decision-making and event-planning." +msgstr "" + +#: ../../content/applications/marketing/events.rst:12 msgid "`Odoo Tutorials: Events `_" msgstr "" +#: ../../content/applications/marketing/events.rst:37 +msgid "Events dashboard" +msgstr "" + +#: ../../content/applications/marketing/events.rst:39 +msgid "" +"When the *Events* application is opened, Odoo reveals the main " +":guilabel:`Events` dashboard, which can be viewed in a number of different " +"ways. Those different view options are accessible from the " +":guilabel:`Events` dashboard in the upper-right corner, via a series of " +"view-related icon buttons." +msgstr "" + +#: ../../content/applications/marketing/events.rst:43 +msgid "" +"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-" +"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of " +"pipeline stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Overview of events setting with the kanban view in Odoo Events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:50 +msgid "" +"This view showcases all the events in the database in their respective " +"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, " +":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:55 +msgid "" +"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by " +"default, and located to the right of the other stages." +msgstr "" + +#: ../../content/applications/marketing/events.rst:58 +msgid "" +"On each event card, find the scheduled date of the event, the name of the " +"event, the location, the number of expected :guilabel:`Attendees`, any " +"scheduled activities related to the event, the status of the event, and the " +"person responsible for the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:62 +msgid "" +"To quickly add a new event to a pipeline, click the :icon:`fa-plus` " +":guilabel:`(plus)` icon at the top of the stage to which the event should be" +" added to reveal a blank Kanban card to fill out." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "Typical blank kanban card to fill out in the Odoo Events application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:69 +msgid "" +"In this blank Kanban card, enter the name of :guilabel:`Event`, along with " +"the start and end :guilabel:`Date` and time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:72 +msgid "" +"Then, either click :guilabel:`Add` to add it to the stage and edit it later," +" or click :guilabel:`Edit` to add the event to stage and edit its " +"configurations on a separate page." +msgstr "" + +#: ../../content/applications/marketing/events.rst:75 +msgid "" +"Each event card can be dragged-and-dropped into any stage on the Kanban " +"pipeline, providing easy organizational access." +msgstr "" + +#: ../../content/applications/marketing/events.rst:81 +msgid "" +"To access the event settings and feature options in Odoo *Events*, navigate " +"to :menuselection:`Events app --> Configuration --> Settings`. From here, " +"tick the checkboxes beside the desired settings and/or features, and click " +":guilabel:`Save` to activate them." +msgstr "" + +#: ../../content/applications/marketing/events.rst:86 +msgid "Events section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:88 +msgid "" +"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there " +"are selectable features that can be enabled to add various elements to " +"events created with the Odoo *Events* application." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Events section on the Odoo Events settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:95 +msgid "" +"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish" +" a schedule with tracks for events. *Tracks* is a catch-all term that refers" +" to talks, lectures, demonstrations, presentations, and other similar " +"elements that users may choose to include as part of an event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:99 +msgid "" +"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional " +"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event " +"Gamification`." +msgstr "" + +#: ../../content/applications/marketing/events.rst:102 +msgid "" +"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a " +"*YouTube* integration." +msgstr "" + +#: ../../content/applications/marketing/events.rst:104 +msgid "" +"The :guilabel:`Event Gamification` feature lets users share a quiz after any" +" event track, in order for attendees to gauge how much they learned from the" +" track they just saw/heard. Companies can also benefit from this feature, in" +" that the subsequent responses and results of the quizzes can help determine" +" where a company's strengths and weaknesses are, when it comes to their " +"presentations." +msgstr "" + +#: ../../content/applications/marketing/events.rst:109 +msgid "" +"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows " +"users to display sponsors and exhibitors on event pages, which can serve as " +"a valuable incentive to encourage partners and businesses to participate in " +"the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:113 +msgid "" +"The :guilabel:`Jitsi Server Domain` field represents an external " +"conferencing service that is integrated with Odoo. It is what is used to " +"create and host virtual conferences, community rooms, and other similar " +"elements for events." +msgstr "" + +#: ../../content/applications/marketing/events.rst:117 +msgid "" +"The :guilabel:`Community Chat Rooms` feature allows users to create virtual " +"conference rooms for event attendees, providing them with a centralized " +"place to meet and discuss anything related to the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:121 +msgid "" +"Lastly, there is the :guilabel:`Booth Management` feature. This feature " +"provides users with the ability to create and manage event booths and booth " +"reservations. When enabled, users can create different booth tiers, with " +"individual price points, and sell them to interested parties." +msgstr "" + +#: ../../content/applications/marketing/events.rst:126 +msgid "Registration section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:128 +msgid "" +"The :guilabel:`Registration` section of the :guilabel:`Settings` page " +"provides selectable settings that are directly related to event " +"registration." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Registration section in the Odoo Events settings page in the Odoo Events" +" application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:135 +msgid "" +"The :guilabel:`Tickets` setting allows users to sell event tickets, via " +"standard sales orders." +msgstr "" + +#: ../../content/applications/marketing/events.rst:137 +msgid "" +"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*" +" product type on product forms, which provides users with the ability to " +"sell event tickets online, via their website/eCommerce store." +msgstr "" + +#: ../../content/applications/marketing/events.rst:142 +msgid "Attendance section" +msgstr "" + +#: ../../content/applications/marketing/events.rst:144 +msgid "" +"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, " +"there is a selectable setting that is directly related to how attendees can " +"attend/enter the event." +msgstr "" + +#: ../../content/applications/marketing/events.rst-1 +msgid "" +"The Attendance section in the Odoo Events Settings page in the Odoo Events " +"application." +msgstr "" + +#: ../../content/applications/marketing/events.rst:151 +msgid "" +"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode " +"(and QR code) scanning for attendees to enter the event. This provides " +"attendees with quick access, and helps Odoo users easily track, manage, and " +"analyze all event attendees." +msgstr "" + +#: ../../content/applications/marketing/events.rst:155 +msgid "" +"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event" +" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, " +"but can be changed at any time." +msgstr "" + +#: ../../content/applications/marketing/events.rst:159 #: ../../content/applications/marketing/events/create_events.rst:3 msgid "Create events" msgstr "" +#: ../../content/applications/marketing/events.rst:161 +msgid "" +"With Odoo *Events*, events can be manually created from scratch or built off" +" of pre-made templates. Once launched, the *Events* application then " +"integrates with the *Website* app for the front-end promotion and " +"registration of the event for attendees, the *Sales* app for the purchasing " +"ability of paid tickets, and the *CRM* application through customizable lead" +" generation rules." +msgstr "" + +#: ../../content/applications/marketing/events.rst:167 +msgid ":doc:`events/create_events`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:170 +#: ../../content/applications/marketing/events/sell_tickets.rst:3 +msgid "Sell event tickets" +msgstr "" + +#: ../../content/applications/marketing/events.rst:172 +msgid "" +"Create custom ticket tiers (with various price points) for potential event " +"attendees to choose from, directly on the event template form, under the " +"*Tickets* tab." +msgstr "" + +#: ../../content/applications/marketing/events.rst:175 +msgid "" +"Odoo simplifies the ticket-purchasing process by providing plenty of payment" +" method options, as well." +msgstr "" + +#: ../../content/applications/marketing/events.rst:179 +msgid ":doc:`events/sell_tickets`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:182 +#: ../../content/applications/marketing/events/track_manage_talks.rst:3 +msgid "Track and manage talks" +msgstr "" + +#: ../../content/applications/marketing/events.rst:184 +msgid "" +"Discover how to access various event tracks (talks, presentations, etc.), " +"view entire agendas, and learn how attendees can propose talks for the " +"event." +msgstr "" + +#: ../../content/applications/marketing/events.rst:188 +msgid ":doc:`events/track_manage_talks`" +msgstr "" + +#: ../../content/applications/marketing/events.rst:191 +#: ../../content/applications/marketing/events/event_templates.rst:3 +msgid "Event templates" +msgstr "" + +#: ../../content/applications/marketing/events.rst:193 +msgid "" +"Discover the process to customize and configure event templates, which can " +"be used to expedite the event-creation process." +msgstr "" + +#: ../../content/applications/marketing/events.rst:197 +msgid ":doc:`events/event_templates`" +msgstr "" + #: ../../content/applications/marketing/events/create_events.rst:5 msgid "" "With the *Events* application, event organizers can create and configure in-" @@ -3113,33 +3413,56 @@ msgstr "" #: ../../content/applications/marketing/events/create_events.rst:46 msgid "" +"Primarily, these smart buttons are used as logistical portals to perform " +"specific actions for the event. The numeric displays are primarily for quick" +" reference points." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:49 +msgid "" +"While those visual metrics are useful, they can still be clicked, and used " +"to navigate to specific event-related pages to modify and/or perform any " +"desired actions." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:52 +msgid "" "Beneath the smart buttons is the event form, which contains various fields " "and clickable tabs that serve to configure the initial, necessary details of" " the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:49 +#: ../../content/applications/marketing/events/create_events.rst:55 msgid "The following are fields found on an event form:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:51 +#: ../../content/applications/marketing/events/create_events.rst:57 msgid "" ":guilabel:`Event Name`: the title of the event. This field is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:52 +#: ../../content/applications/marketing/events/create_events.rst:60 +msgid "" +"To the right of the entered :guilabel:`Event Name`, there is a language " +"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When " +"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying " +"various pre-configured language translation options available in the " +"database." +msgstr "" + +#: ../../content/applications/marketing/events/create_events.rst:65 msgid "" ":guilabel:`Date`: when the event is scheduled to take place. This field is " "auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:54 +#: ../../content/applications/marketing/events/create_events.rst:67 msgid "" ":guilabel:`Timezone`: the corresponding timezone related to the event. This " "field is auto-populated, but modifiable, and is **required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:56 +#: ../../content/applications/marketing/events/create_events.rst:69 msgid "" ":guilabel:`Language`: designate a specific language for all event " "communications to be translated into, if necessary. This field is blank, by " @@ -3147,21 +3470,21 @@ msgid "" " speak a different language, be sure to configure this field properly." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:59 +#: ../../content/applications/marketing/events/create_events.rst:72 msgid "" ":guilabel:`Twitter Wall`: creates a separate page on the event website to " "feature specific social posts on X (formerly Twitter) that contain pre-" "determined desired elements." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:63 +#: ../../content/applications/marketing/events/create_events.rst:76 msgid "" "To create and customize a :guilabel:`Twitter Wall`, type the name of the " "desired wall into the field, and select :guilabel:`Create and edit...` from " "the resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:66 +#: ../../content/applications/marketing/events/create_events.rst:79 msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window." msgstr "" @@ -3169,34 +3492,34 @@ msgstr "" msgid "The Twitter Wall pop-up window in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:72 +#: ../../content/applications/marketing/events/create_events.rst:85 msgid "" "From this window, enter a :guilabel:`Wall Name`. Then, select a certain word" " or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for " "example." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:75 +#: ../../content/applications/marketing/events/create_events.rst:88 msgid "" "Next, determine the :guilabel:`Type of tweets` Odoo should showcase with " "that predetermined criteria. The choices in this field are: " ":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:79 +#: ../../content/applications/marketing/events/create_events.rst:92 msgid "" "Users also have the option to add a brief :guilabel:`Description` to the " "wall, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:81 +#: ../../content/applications/marketing/events/create_events.rst:94 msgid "" "Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will " "autopopulate with the full URL needed to access the document through the " "event website." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:84 +#: ../../content/applications/marketing/events/create_events.rst:97 msgid "" "An image can also be added to the wall by clicking the :icon:`fa-pencil` " ":guilabel:`(pencil)` icon that appears when the cursor hovers over the " @@ -3204,13 +3527,13 @@ msgid "" "up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:88 +#: ../../content/applications/marketing/events/create_events.rst:101 msgid "" "Then, from the resulting file explorer window, select the desired image to " "be added to the wall." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:91 +#: ../../content/applications/marketing/events/create_events.rst:104 msgid "" "This :guilabel:`Twitter Wall` field **only** appears on the event form if " "the *Social Marketing* app is installed, and an X account has been added as " @@ -3219,55 +3542,55 @@ msgid "" "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:96 +#: ../../content/applications/marketing/events/create_events.rst:109 msgid "" ":guilabel:`Template`: choose a pre-configured event template from the " "resulting drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:98 +#: ../../content/applications/marketing/events/create_events.rst:111 msgid "" "Or, create a new one directly from this field, by typing in the name of the " "new template, and selecting either:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:101 +#: ../../content/applications/marketing/events/create_events.rst:114 msgid "" ":guilabel:`Create` (which creates the template, and can be edited later) or" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:102 +#: ../../content/applications/marketing/events/create_events.rst:115 msgid "" ":guilabel:`Create and edit...` (which creates the template, and reveals a " "separate template page to configure the template in greater detail)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:105 +#: ../../content/applications/marketing/events/create_events.rst:118 msgid "" ":guilabel:`Tags`: add any corresponding tags to briefly describe the event " "(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:109 +#: ../../content/applications/marketing/events/create_events.rst:122 msgid "" "Tags can be displayed on events that are listed on the website by enabling " "the *Show on Website* checkbox from :menuselection:`Events app --> " "Configuration --> Event Tag Categories`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:112 +#: ../../content/applications/marketing/events/create_events.rst:125 msgid "" ":guilabel:`Organizer`: designate the organizer of the event (a company, " "contact, or employee)." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:113 +#: ../../content/applications/marketing/events/create_events.rst:126 msgid "" ":guilabel:`Responsible`: designate a user in the database to be responsible " "for this event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:114 +#: ../../content/applications/marketing/events/create_events.rst:127 msgid "" ":guilabel:`Company`: designate which company in the database to which this " "event is related. This field **only** appears if working in a multi-company " @@ -3275,7 +3598,7 @@ msgid "" "**required**." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:117 +#: ../../content/applications/marketing/events/create_events.rst:130 msgid "" ":guilabel:`Website`: choose to restrict the publishing of this event to a " "specific website created in Odoo. If this field is left blank, the event can" @@ -3284,56 +3607,60 @@ msgid "" "<../../websites/website/configuration/multi_website>` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:121 +#: ../../content/applications/marketing/events/create_events.rst:134 msgid "" -":guilabel:`Venue`: enter the pertinent event venue details in this field." +":guilabel:`Venue`: enter event venue details. This field pulls pertinent " +"information from the *Contacts* application. Alternatively, " +":guilabel:`Venue` information can be manually added in this field, as well. " +"At the very least, there **must** be a venue name, address, city, zip " +"code/region, and country entered." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:122 +#: ../../content/applications/marketing/events/create_events.rst:138 msgid "" ":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your " "file` button to upload an image of the event venue map." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:124 +#: ../../content/applications/marketing/events/create_events.rst:140 msgid "" ":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the " "amount of registrations is added to the event, and that desired limit amount" " **must** be entered in the blank field before :guilabel:`Attendees`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:127 +#: ../../content/applications/marketing/events/create_events.rst:143 msgid "" ":guilabel:`Badge Dimension`: select a desired paper format dimension for " "event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or " ":guilabel:`4 per sheet`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:129 +#: ../../content/applications/marketing/events/create_events.rst:145 msgid "" ":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your " "file` button to upload a custom background image for event badges." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:132 +#: ../../content/applications/marketing/events/create_events.rst:148 msgid "" "When the above fields in the event form have been adequately filled in, move" " on to the four tabs at the bottom of the event form for further " "customization." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:135 +#: ../../content/applications/marketing/events/create_events.rst:151 msgid "" "Those tabs are: :ref:`Tickets `, :ref:`Communication " "`, :ref:`Questions `, " "and :ref:`Notes `." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:142 +#: ../../content/applications/marketing/events/create_events.rst:158 msgid "Tickets tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:144 +#: ../../content/applications/marketing/events/create_events.rst:160 msgid "" "Create custom tickets (and ticket tiers) for events in the " ":guilabel:`Tickets` tab of an event form." @@ -3343,14 +3670,14 @@ msgstr "" msgid "A typical tickets tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:150 +#: ../../content/applications/marketing/events/create_events.rst:166 msgid "" "To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` " "tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the" " :guilabel:`Name` field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:153 +#: ../../content/applications/marketing/events/create_events.rst:169 msgid "" "In the :guilabel:`Product` field, either select the pre-configured " ":guilabel:`Event Registration` product, or create a new one by typing in the" @@ -3359,7 +3686,7 @@ msgid "" "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:159 +#: ../../content/applications/marketing/events/create_events.rst:175 msgid "" "Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes " "available on product forms (:menuselection:`Sales --> Products --> " @@ -3368,7 +3695,7 @@ msgid "" "be set to :guilabel:`Event Ticket`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:165 +#: ../../content/applications/marketing/events/create_events.rst:181 msgid "" "Existing event registration products can be modified directly from this " "field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right " @@ -3377,13 +3704,13 @@ msgid "" "additional choices are available to customize for the product." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:170 +#: ../../content/applications/marketing/events/create_events.rst:186 msgid "" "Next, set the registration cost of the ticket in the :guilabel:`Price` " "field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:173 +#: ../../content/applications/marketing/events/create_events.rst:189 msgid "" "The *Sales Price* defined on the event registration product's product form " "sets the default cost of a ticket. Modifying the :guilabel:`Price` of a " @@ -3391,7 +3718,7 @@ msgid "" "ticket for that event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:177 +#: ../../content/applications/marketing/events/create_events.rst:193 msgid "" "Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in " "their respective fields. To do that, click into the blank field to reveal a " @@ -3399,57 +3726,57 @@ msgid "" ":icon:`fa-check` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:181 +#: ../../content/applications/marketing/events/create_events.rst:197 msgid "" "Then, if desired, designate a :guilabel:`Maximum` amount of that specific " "ticket that can be sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:183 +#: ../../content/applications/marketing/events/create_events.rst:199 msgid "" "The :guilabel:`Taken` column populates with the number of tickets that are " "sold." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:185 +#: ../../content/applications/marketing/events/create_events.rst:201 msgid "" "Optionally, in the :guilabel:`Color` column, add a custom color to " "differentiate ticket badges. The selected color displays on ticket badges " "when printed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:188 +#: ../../content/applications/marketing/events/create_events.rst:204 msgid "" "To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-" "trash-o` :guilabel:`(trash can)` icon on the corresponding line for the " "ticket that should be deleted." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:192 +#: ../../content/applications/marketing/events/create_events.rst:208 msgid "" "To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`" " tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` " "drop-down menu, located to the far-right of the column titles." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:196 +#: ../../content/applications/marketing/events/create_events.rst:212 msgid "" "Then, tick the checkbox beside :guilabel:`Description` from the resulting " "drop-down menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:198 +#: ../../content/applications/marketing/events/create_events.rst:214 msgid "" "When added, the option to add brief descriptions for each event ticket " "appears, which can be used to inform attendees of any perks or amenities " "that may coincide with specific ticket purchases." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:204 +#: ../../content/applications/marketing/events/create_events.rst:220 msgid "Communication tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:206 +#: ../../content/applications/marketing/events/create_events.rst:222 msgid "" "In the :guilabel:`Communication` tab of an event form, create various " "marketing communications that can be scheduled to be sent at specific " @@ -3461,7 +3788,7 @@ msgid "" "Typical communication tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:214 +#: ../../content/applications/marketing/events/create_events.rst:230 msgid "" "By default, Odoo provides three separate pre-configured communications on " "every new event form. One is an email sent after each registration to " @@ -3470,7 +3797,7 @@ msgid "" "up to the event to remind the recipient of the upcoming event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:219 +#: ../../content/applications/marketing/events/create_events.rst:235 msgid "" "To add a communication in the :guilabel:`Communication` tab, click " ":guilabel:`Add a line`. Then, select the desired type of communication in " @@ -3478,13 +3805,13 @@ msgid "" ":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:223 +#: ../../content/applications/marketing/events/create_events.rst:239 msgid "" "There is no limit to the number of communications that can be added in the " ":guilabel:`Communication` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:226 +#: ../../content/applications/marketing/events/create_events.rst:242 msgid "" "To delete a communication from the :guilabel:`Communication` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " @@ -3492,58 +3819,58 @@ msgid "" "entirely." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:231 +#: ../../content/applications/marketing/events/create_events.rst:247 msgid "" "The :guilabel:`Social Post` option **only** appears if the *Social " "Marketing* application is installed. The :guilabel:`WhatsApp` option " "**only** appears if the *WhatsApp Integration* module is installed." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:235 +#: ../../content/applications/marketing/events/create_events.rst:251 msgid "" ":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited" " during active configuration. A separate approval from *Meta* is required." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:239 +#: ../../content/applications/marketing/events/create_events.rst:255 msgid "Mail" msgstr "郵件" -#: ../../content/applications/marketing/events/create_events.rst:241 +#: ../../content/applications/marketing/events/create_events.rst:257 msgid "" "Select an existing email template from the :guilabel:`Template` drop-down " "menu." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:243 +#: ../../content/applications/marketing/events/create_events.rst:259 msgid "" "Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and " ":guilabel:`Trigger` from their respective drop-down fields, letting Odoo " "know when the communication should be sent." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:246 +#: ../../content/applications/marketing/events/create_events.rst:262 msgid "" "The :guilabel:`Unit` options are: :guilabel:`Immediately`, " ":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and " ":guilabel:`Months`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:249 +#: ../../content/applications/marketing/events/create_events.rst:265 msgid "" "Then, select an option from the :guilabel:`Trigger` drop-down menu. The " "options are: :guilabel:`After each registration`, :guilabel:`Before the " "event`, and :guilabel:`After the event`." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:252 +#: ../../content/applications/marketing/events/create_events.rst:268 msgid "" "The :guilabel:`Sent` column populates with the number of sent " "communications. And, beside the number are different icons that appear, " "depending on the status of that particular communication." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:255 +#: ../../content/applications/marketing/events/create_events.rst:271 msgid "" "The status of *Running* is represented by a :icon:`fa-cogs` " ":guilabel:`(three gears)` icon. The status of *Sent* is represented by a " @@ -3552,25 +3879,25 @@ msgid "" ":guilabel:`(hourglass)` icon." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:260 +#: ../../content/applications/marketing/events/create_events.rst:276 msgid "" "To send a confirmation email an hour after an attendee registers for an " "event, configure the following communication:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:263 +#: ../../content/applications/marketing/events/create_events.rst:279 msgid ":guilabel:`Interval`: `1`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:264 +#: ../../content/applications/marketing/events/create_events.rst:280 msgid ":guilabel:`Unit`: :guilabel:`Hours`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:265 +#: ../../content/applications/marketing/events/create_events.rst:281 msgid ":guilabel:`Trigger`: :guilabel:`After each registration`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:268 +#: ../../content/applications/marketing/events/create_events.rst:284 msgid "" "Existing email templates can be modified directly from the " ":guilabel:`Template` drop-down menu, if necessary, by clicking the " @@ -3580,7 +3907,7 @@ msgid "" ":guilabel:`Settings` of that particular email template." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:273 +#: ../../content/applications/marketing/events/create_events.rst:289 msgid "" "To view and manage all email templates, activate :ref:`developer-mode` and " "navigate to :menuselection:`Settings --> Technical --> Email: Email " @@ -3588,20 +3915,20 @@ msgid "" " where the template is used." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:280 +#: ../../content/applications/marketing/events/create_events.rst:296 #: ../../content/applications/marketing/surveys/create.rst:50 -#: ../../content/applications/marketing/surveys/time_random.rst:20 +#: ../../content/applications/marketing/surveys/questions.rst:20 msgid "Questions tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:282 +#: ../../content/applications/marketing/events/create_events.rst:298 msgid "" "In the :guilabel:`Questions` tab of an event form, users can create brief " "questionnaires for registrants to interact with, and respond to, after they " "register for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:285 +#: ../../content/applications/marketing/events/create_events.rst:301 msgid "" "These questions can be focused on gathering basic information about the " "attendee, learning about their preferences, expectations, and other things " @@ -3614,7 +3941,7 @@ msgstr "" msgid "Typical questions tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:295 +#: ../../content/applications/marketing/events/create_events.rst:311 msgid "" "By default, Odoo provides three questions in the :guilabel:`Questions` tab " "for every event form. The default questions require the registrant(s) to " @@ -3622,7 +3949,7 @@ msgid "" "to include their :guilabel:`Phone` number, as well." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:299 +#: ../../content/applications/marketing/events/create_events.rst:315 msgid "" "The information gathered from the :guilabel:`Questions` tab can be found on " "the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` " @@ -3631,7 +3958,7 @@ msgid "" "preferences." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:304 +#: ../../content/applications/marketing/events/create_events.rst:320 msgid "" "To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a " "line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From " @@ -3644,7 +3971,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:311 +#: ../../content/applications/marketing/events/create_events.rst:327 msgid "" "First, enter the question in the field at the top of the form. Then, decide " "if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo" @@ -3652,7 +3979,7 @@ msgid "" "if desired." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:315 +#: ../../content/applications/marketing/events/create_events.rst:331 msgid "" "If the :guilabel:`Ask once per order` checkbox is ticked, the question will " "only be asked once, and its value is propogated to every attendee in the " @@ -3661,48 +3988,48 @@ msgid "" "that is connected to that registration." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:320 +#: ../../content/applications/marketing/events/create_events.rst:336 msgid "Next, select a :guilabel:`Question Type` option:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:322 +#: ../../content/applications/marketing/events/create_events.rst:338 msgid "" ":guilabel:`Selection`: provide answer options to the question for " "registrants to choose from. Selectable answer options can be managed in the " ":guilabel:`Answers` column at the bottom of the pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:325 +#: ../../content/applications/marketing/events/create_events.rst:341 msgid "" ":guilabel:`Text Input`: lets the users enter a custom response to the " "question in a text field." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:326 +#: ../../content/applications/marketing/events/create_events.rst:342 msgid "" ":guilabel:`Name`: provides registrants with a field for them to enter their " "name." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:327 +#: ../../content/applications/marketing/events/create_events.rst:343 msgid "" ":guilabel:`Email`: provides registrants with a field for them to enter their" " email address." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:328 +#: ../../content/applications/marketing/events/create_events.rst:344 msgid "" ":guilabel:`Phone`: provides registrants with a field for them to enter their" " phone number." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:329 +#: ../../content/applications/marketing/events/create_events.rst:345 msgid "" ":guilabel:`Company`: provides registrants with a field for them to enter a " "company they are associated with." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:332 +#: ../../content/applications/marketing/events/create_events.rst:348 msgid "" "Once all the desired configurations have been entered, either click " ":guilabel:`Save & Close` to save the question, and return to the " @@ -3711,37 +4038,37 @@ msgid "" ":guilabel:`Create Question` pop-up window." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:337 +#: ../../content/applications/marketing/events/create_events.rst:353 msgid "" "As questions are added to the :guilabel:`Questions` tab, the informative " "columns showcase the configurations of each question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:340 +#: ../../content/applications/marketing/events/create_events.rst:356 msgid "The informative columns are the following:" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:342 +#: ../../content/applications/marketing/events/create_events.rst:358 msgid ":guilabel:`Title`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:343 +#: ../../content/applications/marketing/events/create_events.rst:359 msgid ":guilabel:`Mandatory`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:344 +#: ../../content/applications/marketing/events/create_events.rst:360 msgid ":guilabel:`Once per Order`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:345 +#: ../../content/applications/marketing/events/create_events.rst:361 msgid ":guilabel:`Type`" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:346 +#: ../../content/applications/marketing/events/create_events.rst:362 msgid ":guilabel:`Answers` (if applicable)" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:348 +#: ../../content/applications/marketing/events/create_events.rst:364 msgid "" "For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-" "chart` :guilabel:`Stats` button appears on the right side of the question " @@ -3749,24 +4076,24 @@ msgid "" "metrics to that specific question." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:352 +#: ../../content/applications/marketing/events/create_events.rst:368 msgid "" "To delete any question from the :guilabel:`Questions` tab, click the " ":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding " "question line." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:355 +#: ../../content/applications/marketing/events/create_events.rst:371 msgid "" "There is no limit to the number of questions that can be added in the " ":guilabel:`Questions` tab of an event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:361 +#: ../../content/applications/marketing/events/create_events.rst:377 msgid "Notes tab" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:363 +#: ../../content/applications/marketing/events/create_events.rst:379 msgid "" "In the :guilabel:`Notes` tab of an event form, users can leave detailed " "internal notes and/or event-related instructions/information for attendees." @@ -3776,26 +4103,25 @@ msgstr "" msgid "Typical notes tab on an event form in the Odoo Events application." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:370 +#: ../../content/applications/marketing/events/create_events.rst:386 msgid "" "In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave " "internal notes for other event employees, like \"to-do\" lists, contact " "information, instructions, and so on." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:373 +#: ../../content/applications/marketing/events/create_events.rst:389 msgid "" "In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, " "users can leave specific instructions for people attending the event that " "appear on the attendees ticket." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:377 -#: ../../content/applications/marketing/events/event_essentials.rst:266 +#: ../../content/applications/marketing/events/create_events.rst:393 msgid "Publish events" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:379 +#: ../../content/applications/marketing/events/create_events.rst:395 msgid "" "Once all configurations and modifications are complete on the event form, it" " is time to publish the event on the website. Doing so makes the event " @@ -3803,7 +4129,7 @@ msgid "" "for the event." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:383 +#: ../../content/applications/marketing/events/create_events.rst:399 msgid "" "To publish an event after all the customizations are complete, click the " ":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the " @@ -3811,14 +4137,14 @@ msgid "" "like any other web page on the site, via the :guilabel:`Edit` button." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:388 +#: ../../content/applications/marketing/events/create_events.rst:404 msgid "" "To learn more about website design functionality and options, consult the " ":doc:`Building block <../../websites/website/web_design/building_blocks>` " "documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:391 +#: ../../content/applications/marketing/events/create_events.rst:407 msgid "" "Once the event website is ready to be shared, click the red " ":guilabel:`Unpublished` toggle switch in the header menu, changing it to a " @@ -3826,11 +4152,11 @@ msgid "" "published, and viewable/accessible by all website visitors." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:396 +#: ../../content/applications/marketing/events/create_events.rst:412 msgid "Send event invites" msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:398 +#: ../../content/applications/marketing/events/create_events.rst:414 msgid "" "To send event invites to potential attendees, navigate to the desired event " "form, via :menuselection:`Events app --> Events`, and click into the desired" @@ -3838,542 +4164,30 @@ msgid "" "left corner of the event form." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:402 +#: ../../content/applications/marketing/events/create_events.rst:418 msgid "" "Doing so reveals a blank email form to fill out, as desired. To learn more " "about how to create and customize emails like this, refer to the " ":ref:`Create an email ` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:406 +#: ../../content/applications/marketing/events/create_events.rst:422 msgid "" "Proceed to create and customize an email message to send as an invite to " "potential attendees. Remember to include a link to the registration page on " "the event website, allowing interested recipients to quickly register." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:411 +#: ../../content/applications/marketing/events/create_events.rst:427 msgid "" "Sending emails from Odoo is subject to a daily limit, which, by default, is " "200. To learn more about daily limits, visit the " ":ref:`email_communication/daily_limit_mail` documentation." msgstr "" -#: ../../content/applications/marketing/events/create_events.rst:415 -#: ../../content/applications/marketing/events/event_templates.rst:217 -msgid ":doc:`event_essentials`" -msgstr "" - -#: ../../content/applications/marketing/events/create_events.rst:416 +#: ../../content/applications/marketing/events/create_events.rst:431 msgid ":doc:`track_manage_talks`" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:3 -msgid "Event essentials" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:5 -msgid "" -"Odoo Events provides event coordinators with an arsenal of planning, " -"communications, and reporting tools to create immersive and engaging " -"experiences for customers. Namely, staff can create and publish events on " -"their website, sell tickets online, scan tickets with Odoo barcode, send out" -" automated emails, and generate rich reporting data once the event accepts " -"registrations." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:11 -msgid "Kanban concepts and organization" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:13 -msgid "" -"To get started, click on the :guilabel:`Events` application on the home " -"dashboard, which then leads to the kanban view populated with a variety of " -"pipeline stages. Key information is listed on each event card, such as the " -"date/time of the event, along with the number of expected (and confirmed) " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:18 -msgid "" -"To create a new stage, click :guilabel:`Add a Column` and provide a " -"befitting title to reflect the purpose of that stage." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:21 -msgid "" -"To reorganize the stages, just drag-and-drop them until they are in the " -"correct order. Stages can also be “folded” in the kanban for a cleaner " -"presentation, via the :guilabel:`Settings` menu to the right of each stage's" -" title, which is represented by a gear icon." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:26 -msgid "" -"The gear icon, by default, is hidden and will appear next to the " -":guilabel:`+` icon when moused over." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:29 -msgid "When clicked, a drop-down menu of settings will appear." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:36 -msgid "Create a new event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:38 -msgid "" -"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" -" will then direct the page to a blank event template form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:41 -msgid "" -"From the event form, fill out the necessary fields, either by choosing from " -"existing data in the Odoo database or by creating and editing new field " -"data. Key information to enter for the event includes:" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:45 -msgid ":guilabel:`Event Name`: give the event a title." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:46 -msgid "" -":guilabel:`Date`: includes the start and end dates/times for the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:47 -msgid "" -":guilabel:`Timezone`: covers the timezone for when the event is taking " -"place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:48 -msgid "" -":guilabel:`Template`: choose from a pre-built event template or build a " -"custom one and connect it here." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:50 -msgid "" -":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " -"`tradeshow`). Tags help better organize event cards in the kanban and are " -"useful when using search filters during reporting periods." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:53 -msgid "" -":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " -"usually the company that owns the Odoo database, or a vendor." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:55 -msgid "" -":guilabel:`Responsible`: name the point person who is responsible for " -"organizing the event." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:56 -msgid "" -":guilabel:`Website`: indicate which Odoo website(s) the event event should " -"be published to." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:57 -msgid "" -":guilabel:`Venue`: list the venue details here if it's a new record, or " -"choose from an existing location." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:59 -msgid "" -":guilabel:`Limit Registrations`: when enabled, this setting caps the " -"attendee registrations to a specified amount" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:61 -msgid "" -":guilabel:`Autoconfirmation`: when enabled, this setting skips the " -"confirmation request that gets sent by email to event registrants, and " -"automatically confirms their registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:64 -msgid "" -"Once the fields in the event form are set, move on to the " -":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " -":guilabel:`Questions` tab if registrations should require additional " -"information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:69 -msgid "Add and sell event tickets" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:71 -msgid "" -"Under the :guilabel:`Tickets` tab, add line items for each type of ticket " -"the event plans to offer. Here, determine the ticket price, start/end dates " -"for registrations, as well as the maximum number of tickets that can be " -"sold." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:75 -msgid "" -"If selling tickets isn't necessary for the event, a simple " -":guilabel:`Registration` button will be displayed on the event's page by " -"default." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the ticket tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:83 -msgid "Send automated emails, text, and social posts to event attendees" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:85 -msgid "" -"Under the :guilabel:`Communication` tab, configure personalized email, SMS, " -"or social post messages to keep in touch with event attendees. For each " -"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" -" tab form, and then choose (or create) a communications template using the " -"drop-down menu under the :guilabel:`Template` column." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:90 -msgid "" -"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " -"often the communication should be sent; use these time fields to specify the" -" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " -":guilabel:`Months` communications should be sent. There is also the option " -"to send communications `Immediately` after a specified :guilabel:`Trigger` " -"is activated." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:96 -msgid "" -"In the last column, determine the :guilabel:`Trigger` which controls how and" -" when the communication is sent. For this action, choose between: " -":guilabel:`Before the event`, :guilabel:`After each registration`, or " -":guilabel:`After the event`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the communication tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:105 -msgid "Attach a questionnaire to event registrations" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:107 -msgid "" -"Implementing a questionnaire during event sign up is an effective way to " -"gauge the wants, needs, and interests of the event's attendees ahead of " -"time. Questionnaires also act as informative analytics tools for reporting " -"periods before (or after) events take place." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:111 -msgid "" -"To create a questionnaire, from the :guilabel:`Events` application, navigate" -" to :menuselection:`Configuration --> Settings` and then enable the " -":guilabel:`Questions` setting." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:114 -msgid "" -"With the setting enabled, questions and answers can now be added (and " -"recorded) under the the :guilabel:`Questions` tab back on the event form. " -"For each question, specify if it should only be asked once with the " -":guilabel:`Ask once per order` checkbox, or if the question requires a " -":guilabel:`Mandatory Answer`, which will make the question required for " -"registration." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:120 -msgid "" -"If the :guilabel:`Once per order` checkbox is enabled, then a single " -"registration for 3 event attendees will show the questionnaire only once." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:123 -msgid "" -"There are two :guilabel:`Question Types` to choose from: " -":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " -"type, allows attendees to select an answer from pre-configured options, " -"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " -"Input` type allows attendees to write in their own answer to the question in" -" a text box." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of an event form, open the questions tab, and add a question." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:133 -msgid "Log internal notes or add ticket instructions" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:135 -msgid "" -"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " -"and/or :guilabel:`Ticket instructions`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:138 -msgid "" -"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " -"contact information, etc.) for event staff to reference. In the " -":guilabel:`Ticket instructions` field, helpful information for staff and " -"attendees can be shared (like, directions to the venue, opening/closing " -"times, etc.)" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:144 -msgid "" -"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " -"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " -"options provide various formatting options to ensure vital internal " -"information is organized for event staff to review." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "View of the Notes tab in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:153 -msgid "Invite attendees to the event" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:155 -msgid "" -"To invite people to an event, click the :guilabel:`Invite` button located in" -" the top left corner of the event form." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:158 -msgid "" -"Inside the invite template form, are options to sent email or SMS invites. " -"Each message can be fully customized, and recipients can be added." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:161 -msgid "" -"Adding a :guilabel:`Subject` line for the invite message is required, but " -"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" -" is a catchy preview sentence meant to encourage recipients to open the " -"email." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:166 -msgid "" -"In most cases, the :guilabel:`Preview Text` is displayed next to the " -"subject. Keep this field empty to ensure the first characters of the email " -"content appear, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:170 -msgid "Select invitees and configure recipient filters" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:172 -msgid "" -"In the middle of the invitation form, find and click the " -":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " -"options. These choices represent where Odoo will find the desired " -"recipients' information." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:176 -msgid "" -"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " -":guilabel:`Contact`, :guilabel:`Event Registration`, " -":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " -"recipients who match that initial rule. Additional rules can be added to " -"narrow down the target recipients, by clicking :guilabel:`Add Filter`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the add filter button beneath the recipients field in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:185 -msgid "" -"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " -"equation. To reveal the sub-menu options, click each field, and make the " -"desired selections, until the preferred configuration has been acheived. The" -" number of :guilabel:`Records` that match the rule(s) are indicated to the " -"right of the :guilabel:`Recipients` field, in green." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:194 -msgid "" -"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " -":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" -" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " -"the :guilabel:`...` icon adds a branch to the node. A branch means two " -"additional, indented sub-nodes are added to the rule, providing even more " -"specificity to the line above it." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:201 -msgid "Build a custom event invite" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:203 -msgid "" -"In the :guilabel:`Mail Body` tab, there are a number of pre-configured " -"message templates to choose from. Select the desired template, and modify " -"every element of its design details with Odoo's drag-and-drop web builder, " -"located on the right sidebar." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of the drag and drop building blocks used to customize event invite " -"emails." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:212 -msgid "" -"To build an email event invite from scratch, select the :guilabel:`Plain " -"Text` template, and Odoo will provide a blank email canvas, which can be " -"customized either by using the frontend rich text editor that accepts slash " -"(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:218 -msgid "" -"The :guilabel:`Mail Body` tab (and template options), are only available if " -"the event invite :guilabel:`Mailing Type` is designated as an " -":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " -":guilabel:`SMS Content` tab (consisting of a blank text space), is " -"available, instead." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:224 -msgid "Modify event invite settings" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:226 -msgid "" -"The options under the :guilabel:`Settings` tab are different, depending on " -"the specified :guilabel:`Mailing Type`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:229 -msgid "" -"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," -" an employee can be designated as the :guilabel:`Responsible`, meaning that " -"person is the one responsible for this particular invite message. " -":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " -"designated here, as well." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:234 -msgid "" -"Also, if any specific documents are required (or helpful) for this event " -"invite, they can be sent along with this email, by clicking " -":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:238 -msgid "" -"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" -" :guilabel:`Responsible` can be designated, and the option to " -":guilabel:`Include an opt-out link` is available." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:242 -msgid "Send event invitations to recipients" -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:244 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " -"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " -"and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:247 -msgid "" -"The :guilabel:`Send` option sends the invite right away. The " -":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" -" can be selected for the email to be sent. The :guilabel:`Test` option " -"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " -"addresses can be entered for Odoo to send them the current version of the " -"mailing for review before officially sending it out to prospective event " -"attendees." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:253 -msgid "" -"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " -"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " -":guilabel:`Schedule`, and :guilabel:`Test`." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:256 -msgid "" -"The :guilabel:`Put in Queue` option schedules an SMS message to all " -"recipients (that match the designated rules, if any) in the near future. " -"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " -"When confirmed, a blue banner appears on the event invite template form, " -"indicating that the SMS will be sent later that day." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:262 -msgid "" -"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" -" all function the same way for both :guilabel:`Mailing Type` options." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:268 -msgid "" -"Until an event is published, it will remain hidden from public view on the " -"website and registering for it will not be possible. To publish an event, " -"navigate to it either from the backend of Odoo through the " -":guilabel:`Events` application, or access the hidden event page through the " -"frontend as either a priveliged user or administrator." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:273 -msgid "" -"If navigating from the backend, go to the event form, and click the " -":guilabel:`Go to Website` smart button to reach the event page on the " -"website (on the frontend). If starting from the frontend , simply navigate " -"to the event page that needs to be published." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst:277 -msgid "" -"No matter the route, an event page can only be published from the frontend. " -"In the upper right corner of the event page on the website, toggle the " -"switch from the red :guilabel:`Unpublished` status to the green " -":guilabel:`Published` status. Doing so instantly makes the event page " -"accessible to the public on the website." -msgstr "" - -#: ../../content/applications/marketing/events/event_essentials.rst-1 -msgid "" -"View of a website page and the option to publish the event in Odoo Events." -msgstr "" - -#: ../../content/applications/marketing/events/event_templates.rst:3 -msgid "Event templates" -msgstr "" +msgstr ":doc:`track_manage_talks`" #: ../../content/applications/marketing/events/event_templates.rst:5 msgid "" @@ -4785,123 +4599,251 @@ msgid "" "as desired." msgstr "" -#: ../../content/applications/marketing/events/event_templates.rst:218 +#: ../../content/applications/marketing/events/event_templates.rst:217 +#: ../../content/applications/marketing/events/sell_tickets.rst:143 msgid ":doc:`create_events`" -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:3 -msgid "Sell tickets" -msgstr "" +msgstr ":doc:`create_events`" #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" -"Create custom ticket tiers (with various price points) for potential " -"attendees to choose from, directly on the event template form, under the " -":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " -"providing plenty of payment method options." +"Odoo *Events* provides users with the ability to create custom event tickets" +" (and ticket tiers), with various price points." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:10 +#: ../../content/applications/marketing/events/sell_tickets.rst:8 +msgid "" +"It *also* allows them to sell event tickets in two different ways: via " +"standard sales orders, and online through an integrated website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:11 +msgid "" +"Odoo also simplifies the ticket-purchasing process by providing plenty of " +"payment method options." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:14 +msgid "" +"To learn more about how to create custom tickets (and ticket tiers) for " +"events, check out the :doc:`create_events` documentation." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:18 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 #: ../../content/applications/marketing/marketing_automation.rst:44 msgid "Configuration" msgstr "配置" -#: ../../content/applications/marketing/events/sell_tickets.rst:12 +#: ../../content/applications/marketing/events/sell_tickets.rst:20 msgid "" -"First, in order to enable the creation (and selling of) event tickets, go to" -" :menuselection:`Configuration --> Settings`, then enable the " -":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." +"In order to sell event tickets in Odoo, some settings must first be enabled." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:16 +#: ../../content/applications/marketing/events/sell_tickets.rst:22 msgid "" -"The :guilabel:`Tickets` feature allows tickets to be sold for an event." +"First, navigate to :menuselection:`Events app --> Configuration --> " +"Settings`. In the :guilabel:`Registration` section, there are two different " +"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:18 +#: ../../content/applications/marketing/events/sell_tickets.rst:26 msgid "" -"The :guilabel:`Online Tickets` feature allows for the sale of tickets to " -"occur through the website." +"The :guilabel:`Tickets` setting allows users to sell event tickets with " +"standard sales orders." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:21 +#: ../../content/applications/marketing/events/sell_tickets.rst:28 +msgid "" +"The :guilabel:`Online Ticketing` setting allows users to sell event tickets " +"online through their integrated Odoo website." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:31 +msgid "" +"To activate a setting, tick the checkbox beside the desired feature's label," +" and click :guilabel:`Save` to finish enabling it." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:35 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " -"will be available for free registrations." +"becomes available for visitors to interact with and procure free " +"registrations to the event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:29 -msgid "Sell tickets through sales orders" +#: ../../content/applications/marketing/events/sell_tickets.rst:42 +msgid "" +"With those settings enabled, Odoo automatically creates a new *Product Type*" +" called, *Event Ticket*, which is accessible on every product form. Odoo " +"also creates three event registration products (with the *Product Type* set " +"to *Event Ticket*) that can be used or modified for event tickets." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:31 +#: ../../content/applications/marketing/events/sell_tickets.rst:47 msgid "" -"In the :guilabel:`Sales` application, choose a previously-created Event " -"Registration (as if it were a product), and add it as a product line. Upon " -"adding the registration, a pop-up appears, which allows for the selection of" -" a specific event (and ticket tier). That specific event ticket is then " -"attached to the sales order." +"When creating a new event registration product, the *Product Type* **must** " +"be set to *Event Ticket* on the product form, in order for it to be selected" +" in the *Product* column under the *Tickets* tab on an event form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:0 msgid "" -"View of a sales order and option to choose the specific event in Odoo " -"Events." +"View of an event form highlighting the column product under the tickets tab " +"in Odoo." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:40 +#: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "" -"Events with tickets sold online or through sales orders have a " -":guilabel:`Sales Smart Button` shortcut, located at the top of the event " -"template form (in the :guilabel:`Events` application)." -msgstr "" - -#: ../../content/applications/marketing/events/sell_tickets.rst:43 -msgid "" -"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " -"sales orders related to that event." +"Any event with paid tickets sold, features a :icon:`fa-dollar` " +":guilabel:`Sales` smart button at the top of the event form, where the " +"respective sales orders attributed to those ticket sales become available." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst-1 +#: ../../content/applications/marketing/events/sell_tickets.rst:64 msgid "" -"View of an event form highlighting the column product under the tickets tab in Odoo\n" -"Events." +"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a " +"separate page, showcasing all the sales orders (standard and/or online) " +"related to tickets that have been sold for that specific event." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:56 -msgid "Sell tickets through the website" +#: ../../content/applications/marketing/events/sell_tickets.rst:69 +msgid "Sell event tickets with the Sales app" msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:58 +#: ../../content/applications/marketing/events/sell_tickets.rst:71 msgid "" -"With tickets purchased through the website, the process is similar to " -"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " -"product. Here, tickets are added to a virtual cart, and the transaction can " -"be completed as usual - utilizing any of the pre-configured payment methods " -"options that have been set up on the website." +"To sell event tickets with sales orders, start by navigating to the " +":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new " +"quotation form." msgstr "" -#: ../../content/applications/marketing/events/sell_tickets.rst:63 +#: ../../content/applications/marketing/events/sell_tickets.rst:74 msgid "" -"The completed purchase is automatically produced in a :guilabel:`Sales " -"Order`, which can be easily accessed in the back end of the database." +"After filling out the top portion of the form with the appropriate customer " +"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Then, in the :guilabel:`Product` column, select (or create) an event " +"registration product configured with its :guilabel:`Product Type` set to " +":guilabel:`Event Ticket` on its product form." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:79 +msgid "" +"Once an event registration product is selected, a :guilabel:`Configure an " +"event` pop-up window appears." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 -msgid "View of website transaction for Odoo Events." +msgid "" +"Standard 'Configure an event' pop-up window that appears on an event ticket " +"sales order." msgstr "" -#: ../../content/applications/marketing/events/track_manage_talks.rst:3 -msgid "Track and manage talks" +#: ../../content/applications/marketing/events/sell_tickets.rst:86 +msgid "" +"From the :guilabel:`Configure an event` pop-up window, select to which event" +" this ticket purchase is related to in the :guilabel:`Event` field drop-down" +" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which " +"ticket tier the customer wishes to purchase, if there are multiple tiers " +"configured for that event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:91 +msgid "" +"When all the desired configurations are complete, click :guilabel:`Ok`. " +"Doing so returns the user to the sales order, with the event registration " +"ticket product now present in the :guilabel:`Order Lines` tab. The user can " +"proceed to confirm and close the sale, per the usual process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:96 +msgid "" +"To re-open the *Configure an event* pop-up window, hover over the event " +"registration product name in the :guilabel:`Order Lines` tab, and click on " +"the :icon:`fa-pencil` :guilabel:`(pencil)` icon." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:100 +msgid "Sell event tickets through the Website app" +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:102 +msgid "" +"When a visitor arrives on the register page of the event website, they can " +"click the :guilabel:`Register` button to purchase a ticket to the event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:106 +msgid "" +"If the visitor is *not* already on the register page of the event website, " +"clicking :guilabel:`Register` on the event website's submenu redirects them " +"to the proper register page. From there, they can click the " +":guilabel:`Register` button to begin the ticket purchasing process." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:111 +msgid "" +"If different ticket tiers are configured for the event, the visitor is " +"presented with a :guilabel:`Tickets` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The tickets pop-up window that appears on the event's website when " +"'Register' is clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:118 +msgid "" +"From here, visitors select which ticket tier they would like to purchase, " +"along with a quantity, using the numerical drop-down menu available to the " +"right of their desired ticket. Once the desired selections have been " +"entered, the visitor then clicks the :guilabel:`Register` button." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:122 +msgid "" +"Then, an :guilabel:`Attendees` pop-up window appears, containing all the " +"questions that have been configured in the *Questions* tab of the event form" +" for this particular event." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst-1 +msgid "" +"The attendees pop-up window that appears on the event's website when 'Ok' is" +" clicked." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:129 +msgid "" +"If multiple tickets are being purchased at once, there are numbered sections" +" for each individual ticket registrant, each containing the same questions. " +"However, if any question has been configured with the *Ask once per order* " +"setting, that question is only asked once -- and **not** for every attendee " +"making the reservation in the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:134 +msgid "" +"With all necessary information entered, the visitor can then click the " +":guilabel:`Go to Payment` button. Doing so first takes the visitor to a " +":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` " +"confirmation page, where they can utilize any configured payment method set " +"up in the database to complete the order." +msgstr "" + +#: ../../content/applications/marketing/events/sell_tickets.rst:139 +msgid "" +"Then, once the purchase is complete on the front-end of the website, the " +"subsequent sales order is instantly accessible in the back-end of the " +"database." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 @@ -5270,6 +5212,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" @@ -5287,7 +5230,8 @@ msgstr "" msgid "" "To get started with a template, navigate to the :menuselection:`Marketing " "Automation` application, from the main Odoo dashboard, to open the " -":guilabel:`Campaigns` dashboard, which displays six campaign template cards:" +":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template " +"` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5310,7 +5254,9 @@ msgid "" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`☑️ Double Opt-in`" +msgid "" +":icon:`fa-check-square` :doc:`Double Opt-in " +"`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -5351,31 +5297,32 @@ msgid "" "Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:109 +#: ../../content/applications/marketing/marketing_automation.rst:110 msgid "" "These templates are designed to be used as starting points for creating new " "campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:113 +#: ../../content/applications/marketing/marketing_automation.rst:114 msgid "" "To display the campaign template cards again after a campaign has been " "created, type the name of a campaign that does **not** exist in the database" " into the :guilabel:`Search...` bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:117 +#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "" "For example, searching for `empty` displays the campaign template cards " "again, as long as there is not a campaign with the name \"empty\" in the " "database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:121 +#: ../../content/applications/marketing/marketing_automation.rst:122 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:123 +#: ../../content/applications/marketing/marketing_automation.rst:124 msgid "" "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section," " also referred to as the domain, contains the fields used to define the " @@ -5383,75 +5330,75 @@ msgid "" "in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:127 +#: ../../content/applications/marketing/marketing_automation.rst:128 msgid "" "The target audience specifies the type of records available for use in the " "campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and " "more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:131 +#: ../../content/applications/marketing/marketing_automation.rst:132 msgid "Records" msgstr "記錄" -#: ../../content/applications/marketing/marketing_automation.rst:133 +#: ../../content/applications/marketing/marketing_automation.rst:134 msgid "" "The contacts in the system that fit the specified criteria for a campaign " "are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:136 +#: ../../content/applications/marketing/marketing_automation.rst:137 msgid "" "The number of records that are displayed next to the campaign " ":guilabel:`Filter` represent the total number of records the campaign is " "targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:140 +#: ../../content/applications/marketing/marketing_automation.rst:141 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "訊息參與者" -#: ../../content/applications/marketing/marketing_automation.rst:142 +#: ../../content/applications/marketing/marketing_automation.rst:143 msgid "" "The records that are engaged by the campaign are referred to as " "*participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:144 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid "" "The number of participants engaged in a test run are shown in the *Tests* " "smart button, which displays on the top of the campaign form after a test " "has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:147 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "" "The number of participants engaged in a running, or stopped, campaign are " "shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:151 +#: ../../content/applications/marketing/marketing_automation.rst:152 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:154 +#: ../../content/applications/marketing/marketing_automation.rst:155 msgid "Workflow" msgstr "工作流" -#: ../../content/applications/marketing/marketing_automation.rst:156 +#: ../../content/applications/marketing/marketing_automation.rst:157 msgid "" "A *workflow* consists of an activity, many activities, or a sequence of " "activities organized in a campaign. A campaign's workflow is defined in the " ":guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:160 +#: ../../content/applications/marketing/marketing_automation.rst:161 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "活動" -#: ../../content/applications/marketing/marketing_automation.rst:162 +#: ../../content/applications/marketing/marketing_automation.rst:163 msgid "" "*Activities* are the methods of communication or server actions, organized " "in a workflow, that are executed within a campaign. Once running, each " @@ -5459,98 +5406,380 @@ msgid "" "activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:166 +#: ../../content/applications/marketing/marketing_automation.rst:167 msgid "" "To create one of the following activities, click :guilabel:`Add new " "activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:169 +#: ../../content/applications/marketing/marketing_automation.rst:170 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid "" ":ref:`Email `: an email that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:171 +#: ../../content/applications/marketing/marketing_automation.rst:172 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid "" ":ref:`Server action `: an internal " "action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:173 +#: ../../content/applications/marketing/marketing_automation.rst:174 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid "" ":ref:`SMS `: a text message that is " "sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:177 +#: ../../content/applications/marketing/marketing_automation.rst:178 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:180 +#: ../../content/applications/marketing/marketing_automation.rst:181 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:182 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid "" "Once a campaign has been created, it can be tested to ensure the workflow is" " functioning as expected, to check for errors, and correct any mistakes " "before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:185 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "" "After testing, the campaign can be launched to start engaging the target " "audience. The campaign can also be launched *without* testing, if the user " "is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:189 +#: ../../content/applications/marketing/marketing_automation.rst:190 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:192 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid "Reporting" msgstr "報告" -#: ../../content/applications/marketing/marketing_automation.rst:194 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "" "A range of reporting metrics are available to measure the success of each " "campaign. Navigate to :menuselection:`Marketing Automation app --> " "Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:197 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid "" ":guilabel:`Link Tracker`: displays the metrics of links to track the number " "of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:199 msgid "" ":guilabel:`Traces`: displays the results of all activities from all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:200 msgid "" ":guilabel:`Participants`: displays an overview of the participants of all " "campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:201 +#: ../../content/applications/marketing/marketing_automation.rst:202 msgid "" "Additionally, each activity within the workflow of a campaign displays its " "engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:204 +#: ../../content/applications/marketing/marketing_automation.rst:205 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3 +msgid "Double Opt-in" +msgstr "雙重步驟訂閱" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5 +msgid "" +"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required" +" in some countries for marketing communications, due to anti-SPAM laws. " +"Confirming consent has several other benefits, as well: it validates email " +"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only" +" includes engaged contacts in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10 +msgid "" +"When the *Double Opt-in* campaign template is used, a new mailing list " +"titled, *Confirmed contacts* is created in the *Email Marketing* app, and " +"any new mailing list contacts that are added to the default *Newsletter* " +"mailing list are sent a confirmation email to double opt-in. The contacts " +"that click on the confirmation link in the email are automatically added to " +"the *Confirmed contacts* mailing list in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17 +msgid "" +"When using the *Double Opt-in* campaign template, only the contacts in the " +"*Confirmed contacts mailing* list are considered to have confirmed their " +"consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23 +msgid "Use the Double Opt-in campaign template" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25 +msgid "" +"Open the :menuselection:`Marketing Automation` app, and select the " +":guilabel:`Double Opt-in` campaign template to create a new campaign for " +"confirming consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29 +msgid "" +"The campaign templates do **not** display, by default, when there are " +"existing *Marketing Automation* campaigns. To display the campaign " +"templates, type the name of a campaign (that does not exist in the database)" +" into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37 +msgid "Campaign configuration" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39 +msgid "" +"Upon creation of the campaign, the campaign form loads with a new " +"preconfigured campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41 +msgid "" +"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign" +" are as follows:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43 +msgid ":guilabel:`Name`: `Double Opt-in`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44 +msgid ":guilabel:`Responsible`\\*: The user who created the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45 +msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46 +msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49 +msgid ":guilabel:`Email` :guilabel:`is set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50 +msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51 +msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53 +msgid "" +"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-" +"mode` activated." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56 +msgid "" +"The :guilabel:`Target` model of the campaign should **not** be modified. " +"Changing the :guilabel:`Target` model with activities in the " +":guilabel:`Workflow` invalidates the existing activities in the " +":guilabel:`Workflow`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60 +msgid "" +"The *Double Opt-in* campaign template is intended to **only** use the " +":guilabel:`Mailing Contact` model." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63 +msgid "" +"The campaign loads two activities in the :guilabel:`Workflow` section of the" +" campaign: an email activity, with a child server action activity that " +"triggers *on click*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66 +msgid "" +"By default, the `Confirmation` email activity is set to trigger :guilabel:`1" +" Hours` after the beginning of the workflow. In other words, the email is " +"sent 1 hour after a new contact is added to the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70 +msgid "" +"The email activity uses the preconfigured *Confirmation* email template, " +"which contains a button for the contact to click to confirm their consent." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73 +msgid "" +"To modify the email template, select the :icon:`fa-envelope-o` " +":guilabel:`Templates` smart button at the top of the campaign form. Then, in" +" the list of templates, select the `Confirmation` email template." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77 +msgid "" +"Be sure to personalize the contents of the email template; however, it is " +"recommended to keep the contents of double opt-in confirmation emails short " +"and to-the-point." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80 +msgid "" +"The default confirmation button, in the body of the template, links directly" +" to the database's website homepage. Click on the button to edit the button " +"text and URL." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 +msgid "" +"To provide a streamlined experience for the contact, consider :doc:`creating" +" a page on the website <../../../websites/website/pages>` that expresses " +"gratitude to the contact for confirming their subscription to the mailing " +"list. Add the link to that page in the URL of the confirmation button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 +msgid "" +"The email template should only include a single call-to-action link for " +"confirmation, other than an unsubscribe link." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93 +msgid "" +"Any click on a link (or button) included in the confirmation email, besides " +"the unsubscribe button, triggers the *Add to list* server action." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96 +msgid "" +"The child activity *Add to list* server action's *On click* trigger cannot " +"differentiate between multiple URLs in an email, besides the " +"`/unsubscribe_from_list` unsubscribe button that is included in any one of " +"the footer blocks." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100 +msgid "" +"The `Add to list` server action activity triggers immediately after a click " +"in the parent `Confirmation` email activity is detected." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103 +msgid "" +"When triggered, the `Add to list` activity executes the *Add To Confirmed " +"List* server action, automatically adding the contact to the *Confirmed " +"contacts* mailing list, if they are not already in the mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107 +msgid "" +"To modify the server action, select the title of the activity to open the " +":guilabel:`Open: Activities` pop-up window and edit the server action " +"activities configuration." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111 +msgid "" +"Consider setting an :guilabel:`Expiry Duration` to prevent executing the " +"activity after a specific amount of time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115 +msgid "" +"It is not recommended to modify the preconfigured Python code in the " +":guilabel:`Add To Confirmed List` server action, as doing so may trigger a " +"change in the database's pricing plan." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118 +msgid "" +"Once the campaign configuration is complete, consider :doc:`launching a test" +" <../testing_running>` to verify the campaign executes as expected. If the " +"campaign testing is successful, :guilabel:`Start` the campaign to begin " +"sending double opt-in confirmation emails to *Newsletter* mailing list " +"contacts, and fill the *Confirmed contacts* mailing list with engaged " +"contacts." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126 +msgid "Double Opt-in use-case" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129 +msgid "" +"To prepare for sending newsletter marketing emails on an Odoo database, a " +"mailing contact list must be procured. One way of collecting subscribers is " +"through a sign-up form on the website that adds contacts to the *Newsletter*" +" mailing list on the form submission." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Newsletter sign-up form on Odoo website footer." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137 +msgid "" +"Before sending any marketing emails, :ref:`use the Double Opt-in campaign " +"template ` in the " +"*Marketing Automation* app to confirm marketing email consent from the " +"contacts in the *Newsletter* mailing list." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141 +msgid "" +"After launching the *Double Opt-in* campaign, view the contacts that have " +"double opt-in in the *Confirmed contacts* mailing list " +"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1 +msgid "Activity metrics on the campaign form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149 +msgid "" +"Now, the *Confirmed contacts* mailing list is ready to be used for sending " +"newsletter marketing emails from an Odoo database." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153 +msgid ":doc:`../understanding_metrics`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154 +msgid ":doc:`../../email_marketing/mailing_lists`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155 +msgid ":doc:`../../email_marketing`" +msgstr "" + #: ../../content/applications/marketing/marketing_automation/target_audience.rst:3 msgid "Audience targeting" msgstr "" @@ -9452,7 +9681,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys.rst:84 -#: ../../content/applications/marketing/surveys/create.rst:296 +#: ../../content/applications/marketing/surveys/create.rst:299 msgid "" "Once modifications are complete, click :guilabel:`Send` to send that email " "invite to all the email addresses/contacts listed in the " @@ -10132,7 +10361,7 @@ msgid ":doc:`create`" msgstr "" #: ../../content/applications/marketing/surveys/analysis.rst:258 -#: ../../content/applications/marketing/surveys/create.rst:331 +#: ../../content/applications/marketing/surveys/create.rst:334 #: ../../content/applications/marketing/surveys/live_session.rst:221 msgid ":doc:`scoring`" msgstr "" @@ -10233,14 +10462,14 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 -#: ../../content/applications/marketing/surveys/time_random.rst:25 +#: ../../content/applications/marketing/surveys/questions.rst:25 msgid "" "By default, two columns are present in the :guilabel:`Questions` tab: " ":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 -#: ../../content/applications/marketing/surveys/time_random.rst:28 +#: ../../content/applications/marketing/surveys/questions.rst:28 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# " @@ -10275,11 +10504,11 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:76 msgid "" "To learn how to create and customize questions, refer to the :doc:`create " -"questions ` documentation." +"questions ` documentation." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:80 -#: ../../content/applications/marketing/surveys/time_random.rst:73 +#: ../../content/applications/marketing/surveys/questions.rst:73 msgid "" "There **must** be a survey title entered in order for the :guilabel:`Create " "Sections and Questions` pop-up window to appear. If no title is entered for " @@ -10292,7 +10521,7 @@ msgid "Add a section" msgstr "加入分段標題" #: ../../content/applications/marketing/surveys/create.rst:87 -#: ../../content/applications/marketing/surveys/time_random.rst:43 +#: ../../content/applications/marketing/surveys/questions.rst:43 msgid "" "A *section* divides the survey into organized parts, in order to visually " "group similar questions together. To make a section, click :guilabel:`Add a " @@ -10302,7 +10531,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:92 -#: ../../content/applications/marketing/surveys/time_random.rst:48 +#: ../../content/applications/marketing/surveys/questions.rst:48 msgid "" "The section line appears in dark gray in the :guilabel:`Questions` tab." msgstr "" @@ -10316,7 +10545,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:98 -#: ../../content/applications/marketing/surveys/time_random.rst:54 +#: ../../content/applications/marketing/surveys/questions.rst:54 msgid "" "If the :guilabel:`Randomized per Section` option is enabled in the " ":guilabel:`Options` tab of the survey form, the number `1` appears, by " @@ -10325,7 +10554,7 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 -#: ../../content/applications/marketing/surveys/time_random.rst:58 +#: ../../content/applications/marketing/surveys/questions.rst:58 msgid "" "This indicates that `1` question from that section will be picked at random " "for each participant taking the survey, bypassing every other, non-chosen " @@ -10336,7 +10565,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 #: ../../content/applications/marketing/surveys/live_session.rst:57 -#: ../../content/applications/marketing/surveys/time_random.rst:207 +#: ../../content/applications/marketing/surveys/questions.rst:207 msgid "Options tab" msgstr "選項分頁" @@ -10616,32 +10845,36 @@ msgid "" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:255 -#: ../../content/applications/marketing/surveys/time_random.rst:198 +msgid ":doc:`live_session`" +msgstr "" + +#: ../../content/applications/marketing/surveys/create.rst:258 +#: ../../content/applications/marketing/surveys/questions.rst:198 msgid "Description tab" msgstr "描述分頁" -#: ../../content/applications/marketing/surveys/create.rst:257 +#: ../../content/applications/marketing/surveys/create.rst:260 msgid "" "In this non-required tab, users can enter a custom description about the " "survey, along with any explanations or guidance that a survey participant " "may need in order to properly participate (and complete) the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:262 +#: ../../content/applications/marketing/surveys/create.rst:265 msgid "End Message tab" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:264 +#: ../../content/applications/marketing/surveys/create.rst:267 msgid "" "In this non-required tab, users can enter a custom message that participants" " see upon completing the survey." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:268 +#: ../../content/applications/marketing/surveys/create.rst:271 msgid "Survey form buttons" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:270 +#: ../../content/applications/marketing/surveys/create.rst:273 msgid "" "Once the survey has been configured properly, and questions have been added," " the user can utilize any of the available buttons in the upper-left corner " @@ -10652,11 +10885,11 @@ msgstr "" msgid "The various buttons on a survey form in Odoo Surveys." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:277 +#: ../../content/applications/marketing/surveys/create.rst:280 msgid "Those buttons are the following:" msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:279 +#: ../../content/applications/marketing/surveys/create.rst:282 msgid "" ":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form " "that can be used to invite potential participants to the survey — complete " @@ -10670,7 +10903,7 @@ msgid "" "application." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:287 +#: ../../content/applications/marketing/surveys/create.rst:290 msgid "" "When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated" " by a green switch, additional fields appear, in which " @@ -10679,7 +10912,7 @@ msgid "" "Certification` button appears, which can also be modified." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:298 +#: ../../content/applications/marketing/surveys/create.rst:301 msgid "" ":guilabel:`See results`: this button **only** appears if there has been at " "least one participant who has completed the survey. Clicking :guilabel:`See " @@ -10688,7 +10921,7 @@ msgid "" "surveys ` documentation." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:302 +#: ../../content/applications/marketing/surveys/create.rst:305 msgid "" ":guilabel:`Create Live Session`: clicking this button opens the *Session " "Manager* in a separate tab. It also allows participants to access the live " @@ -10697,7 +10930,7 @@ msgid "" "Manager* window." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:307 +#: ../../content/applications/marketing/surveys/create.rst:310 msgid "" "Additionally, when :guilabel:`Create Live Session` has been clicked, and the" " *Session Manager* tab has been opened, the :guilabel:`Create Live Session` " @@ -10705,14 +10938,14 @@ msgid "" "Session Manager` and :guilabel:`Close Live Session`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:311 +#: ../../content/applications/marketing/surveys/create.rst:314 msgid "" "Clicking :guilabel:`Open Session Manager` opens another separate tab to the " "*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and " "subsequently ends, the live session." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:313 +#: ../../content/applications/marketing/surveys/create.rst:316 msgid "" ":guilabel:`Test`: clicking this button opens a new tab to a test version of " "the survey, in order for the user to check for errors or inconsistencies, " @@ -10721,26 +10954,26 @@ msgid "" "screen, reading: `This is a Test Survey --> Edit Survey`." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:318 +#: ../../content/applications/marketing/surveys/create.rst:321 msgid "" "If the link in the blue banner is clicked, Odoo returns the user to the " "survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:319 +#: ../../content/applications/marketing/surveys/create.rst:322 msgid "" ":guilabel:`Print`: clicking this button opens a new tab to a printable " "version of the survey that the user can proceed to print for their records." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:321 +#: ../../content/applications/marketing/surveys/create.rst:324 msgid "" ":guilabel:`Close`: clicking this button closes the survey (i.e. archives " "it), which is represented by a red :guilabel:`Archived` banner across the " "top-right corner of the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:324 +#: ../../content/applications/marketing/surveys/create.rst:327 msgid "" "When this button is clicked, and the survey is closed, a single button " "appears in the upper-right corner of the survey form, titled: " @@ -10749,10 +10982,10 @@ msgid "" "from the survey form." msgstr "" -#: ../../content/applications/marketing/surveys/create.rst:330 +#: ../../content/applications/marketing/surveys/create.rst:333 #: ../../content/applications/marketing/surveys/live_session.rst:220 #: ../../content/applications/marketing/surveys/scoring.rst:56 -msgid ":doc:`time_random`" +msgid ":doc:`questions`" msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:3 @@ -10829,7 +11062,7 @@ msgstr "" msgid "" "With the desired survey radio button option selected, proceed to " ":doc:`create a survey <../surveys/create>` with :doc:`questions and sections" -" <../surveys/time_random>`." +" <../surveys/questions>`." msgstr "" #: ../../content/applications/marketing/surveys/live_session.rst:44 @@ -11125,6 +11358,550 @@ msgstr "" msgid "Repeat this process until the survey is complete." msgstr "" +#: ../../content/applications/marketing/surveys/questions.rst:3 +#: ../../content/applications/marketing/surveys/questions.rst:64 +msgid "Create questions" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:5 +msgid "" +"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " +":doc:`creating and customizing surveys <../surveys/create>`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:8 +msgid "" +"Fortunately, Odoo provides numerous ways to configure tailored questions for" +" any kind of survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:10 +msgid "" +"To access a list of *all* the questions that have been created in the " +"database, navigate to :menuselection:`Surveys app --> Questions & Answers " +"--> Questions`. There, users can view and modify any question from any " +"survey." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:14 +msgid "" +"However, there is only one place in the Odoo *Surveys* application where " +"survey questions can be created. To do that, navigate to a survey form, by " +"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" +"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " +"app --> Surveys`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:22 +msgid "" +"On a survey form, users can view, access, add, and/or delete questions (and " +"sections) in the :guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:32 +msgid "" +"To reveal the :guilabel:`Mandatory Answer` column on the " +":guilabel:`Questions` tab, which indicates if questions require a mandatory " +"answer or not, click the :guilabel:`(optional columns)` icon located to the " +"far-right of the column titles." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The slider drop-down menu showing the Mandatory Answer option in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:41 +msgid "Create sections" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:50 +msgid "" +"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " +"section title on top of (i.e. *before*) the desired question(s) in the " +"survey, in order to populate the section with specific questions that fit " +"the theme of the section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:66 +msgid "" +"To create questions for the survey, click :guilabel:`Add a question` in the " +":guilabel:`Questions` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:69 +msgid "" +"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" +" Questions` pop-up window, in which a survey question can be created." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:77 +msgid "" +"When all desired configurations are complete click either :guilabel:`Save & " +"Close` to save the question and return to the survey form, or " +":guilabel:`Save & New` to save the question and create a new one right away " +"in a fresh :guilabel:`Create Sections and Questions` pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:81 +msgid "Click :guilabel:`Discard` to discard the question entirely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:84 +msgid "Create Sections and Questions pop-up window" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Create Sections and Questions pop-up form in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:90 +msgid "" +"In the :guilabel:`Create Sections and Questions` pop-up window, start by " +"typing the question into the :guilabel:`Question` field, located at the top " +"of the pop-up window." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:93 +msgid "" +"Then, choose the desired :guilabel:`Question Type`. A preview of each " +":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " +"field, when a :guilabel:`Question Type` is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:96 +msgid "Choose from the following :guilabel:`Question Types`:" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:98 +msgid "" +":guilabel:`Multiple choice: only one answer`: a multiple choice question, " +"where only one answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:100 +msgid "" +":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " +"question, where more than answer is permitted." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:102 +msgid "" +":guilabel:`Multiple Lines Text Box`: an open-ended question, where " +"participants can type in a multiple line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:104 +msgid "" +":guilabel:`Single Line Text Box`: an open-ended question, where participants" +" can type in a single line response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:106 +msgid "" +":guilabel:`Numerical Value`: a number-based question, where participants " +"must enter a number as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:108 +msgid "" +":guilabel:`Date`: a date-based question, where participants must enter a " +"date (year-month-day) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:110 +msgid "" +":guilabel:`Datetime`: a date-based question, where participants must enter a" +" date *and* time (year-month-day, hour-minute-second) as a response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:112 +msgid "" +":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " +"layout, where participants are presented with different questions on each " +"row, and different answer options on each column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:117 +msgid "" +"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" +" tabs, depending on the chosen :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:120 +msgid "" +"However, the :guilabel:`Description` tab **always** remains the same, " +"regardless of the question type chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:123 +msgid "" +"Once a :guilabel:`Question Type` has been selected, there are three possible" +" tabs where information can be customized for the question. These include " +"the :guilabel:`Answers` tab (if applicable for the chosen " +":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " +":guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:127 +msgid "" +"Each tab offers a variety of different features, depending on what " +":guilabel:`Question Type` was chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:131 +msgid "Answers tab" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:133 +msgid "" +"The :guilabel:`Answers` tab **only** appears if the selected " +":guilabel:`Question Type` provides answer options to the participant." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:136 +msgid "" +"However, if a custom response is required to answer the selected " +":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " +"example. Or, if the answer to the :guilabel:`Question Type` is a number, " +"date, or datetime, the :guilabel:`Answers` tab disappears completely." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:140 +msgid "" +"If the :guilabel:`Single Line Text Box` is selected as the " +":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " +"only provides two checkbox options: :guilabel:`Input must be an email` and " +":guilabel:`Save as user nickname`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Single Line Text box question type answers tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:148 +msgid "" +"If the :guilabel:`Input must be an email` option is enabled, a new field, " +":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " +"the participant's answer to that specific question as their email address." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:152 +msgid "" +"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " +"participant's answer as its nickname." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:155 +msgid "" +"For all other applicable :guilabel:`Question Type` options that provide " +"answer options to the participant, the :guilabel:`Answers` tab appears the " +"same." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answer tab with a multiple choice answer option selected in Odoo " +"Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:162 +msgid "" +"From here, users can add answer options by clicking :guilabel:`Add a line`, " +"and typing in the various answer options for that question. Then, either " +"press :kbd:`Enter` to lock in that answer option and immediately add another" +" one. Or, click away to simply lock in that answer option." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:166 +msgid "" +"The entered answer options appear in the :guilabel:`Choices` column of the " +":guilabel:`Answers` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:168 +msgid "" +"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " +"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" +" the right of the :guilabel:`Choices` column." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:172 +msgid "" +"To mark an answer option as correct, tick the box beneath the " +":guilabel:`Correct` column for the respective question. If " +":guilabel:`Multiple choice: multiple answers allowed` is set as the " +":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " +"column can be marked as :guilabel:`Correct`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:177 +msgid "" +"In the :guilabel:`Score` column, designate how many points (if any) should " +"be rewarded to the participant for entering that specific answer. It is " +"possible to enter a negative amount as the :guilabel:`Score` to take points " +"away for an incorrect response." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:181 +msgid "" +"The option to upload a corresponding image to accompany the answer options " +"is available on the question line, beneath the :guilabel:`Image` column, by " +"clicking :guilabel:`Upload your file`, and uploading the desired image." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:185 +msgid "" +"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " +"the far-right of the question line." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:188 +msgid "" +"An exception to that is if the :guilabel:`Matrix` option is selected as the " +":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " +"remains, but below the typical :guilabel:`Choices` section, there is a " +":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " +"provides an answer table for participants to fill out." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The answer tab with a matrix question type selected in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:200 +msgid "" +"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window is used to provide any kind of guidelines, " +"instructions, or any other type of supplemental material deemed necessary to" +" help participants answer/understand the question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:204 +msgid "Entering a description is **not** required." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:209 +msgid "" +"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " +"Questions` pop-up window, there are four available sections: " +":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " +"Display`, and :guilabel:`Live Sessions`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:214 +msgid "Answers section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:217 +msgid "" +"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " +"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " +"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " +"configured on the survey form." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:222 +msgid "Multiple Choice question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:224 +msgid "" +"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " +"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " +"allowed`, there is a :guilabel:`Show Comments Field` present in the " +":guilabel:`Answers` section." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:228 +msgid "" +"When enabled, two additional fields appear: :guilabel:`Comment Message` and " +":guilabel:`Comment is an answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the options tab when a multiple choice question type " +"is selected." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:235 +msgid "" +"In the :guilabel:`Comment Message` field, type in a guiding message to help " +"participants know what is expected of them (e.g. `If other, please " +"specify`)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:238 +msgid "" +"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " +"participant's commented response as an answer, and not just commentary on " +"the question. This is best utilized in surveys where there is no scoring " +"option enabled." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:243 +msgid "Multiple Lines Text Box question type" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:245 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " +"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " +"section of the :guilabel:`Options` tab." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The placeholder field when a multiple lines text box option is chosen in " +"Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:253 +#: ../../content/applications/marketing/surveys/questions.rst:276 +msgid "" +"In the :guilabel:`Placeholder` field, enter a guiding direction to help " +"participants know what they should write in the :guilabel:`Multiple Lines " +"Text Box` presented to them." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:257 +msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:259 +msgid "" +"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " +"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " +":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " +"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " +":guilabel:`Placeholder`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:263 +msgid "" +"If the :guilabel:`Validate Entry` option is enabled, two additional fields " +"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The answers section of the option tab when a single line text box question " +"type is chosen." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:270 +msgid "" +"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " +"allowed quantities for that specific question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:273 +msgid "" +"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " +"displays when an answer is not valid." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:280 +msgid "Constraints section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:282 +msgid "" +"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " +"same, regardless of the selected :guilabel:`Question Type`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "The Constraints section in the options tab in Odoo Surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:289 +msgid "" +"In the :guilabel:`Constraints` section, there is one option available: " +":guilabel:`Mandatory Answer`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:291 +msgid "" +"When :guilabel:`Mandatory Answer` is enabled, that means that specific " +"question requires an answer from the participant before they can move on. " +"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " +"additional field: :guilabel:`Error Message`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:295 +msgid "" +"In the :guilabel:`Error Message` field, enter a custom error message " +"prompting the participant to provide an answer for this question." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:299 +msgid "Conditional Display section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:301 +msgid "" +":guilabel:`Conditional Display` means the question is **only** displayed if " +"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " +"been selected in a previous question(s)." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:305 +msgid "" +"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " +"is **not** available when questions are randomly picked." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:308 +msgid "" +"There is only one field in the :guilabel:`Conditional Display` section: " +":guilabel:`Triggering Answers`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Conditional Display section of the options tab in the Odoo Surveys " +"application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:315 +msgid "" +"In the :guilabel:`Triggering Answers` field, select specific responses from " +"previous questions that would trigger this question. More than one answer " +"can be selected. Leave the field empty if the question should always be " +"displayed." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:320 +msgid "Live Sessions section" +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:322 +msgid "" +"The option in the :guilabel:`Live Sessions` section of the " +":guilabel:`Options` tab are **only** supported by *Live Session* surveys." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:325 +msgid "" +"There is only one option available in the :guilabel:`Live Sessions` section:" +" :guilabel:`Question Time Limit`." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst-1 +msgid "" +"The Live Sessions section of the Option tab in the Odoo Surveys application." +msgstr "" + +#: ../../content/applications/marketing/surveys/questions.rst:332 +msgid "" +"When the :guilabel:`Question Time Limit` option is enabled, designate how " +"much time (in :guilabel:`seconds`) participants have to answer the question " +"during a *Live Session* survey." +msgstr "" + #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" @@ -11219,547 +11996,3 @@ msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:3 -#: ../../content/applications/marketing/surveys/time_random.rst:64 -msgid "Create questions" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:5 -msgid "" -"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for " -":doc:`creating and customizing surveys <../surveys/create>`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:8 -msgid "" -"Fortunately, Odoo provides numerous ways to configure tailored questions for" -" any kind of survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:10 -msgid "" -"To access a list of *all* the questions that have been created in the " -"database, navigate to :menuselection:`Surveys app --> Questions & Answers " -"--> Questions`. There, users can view and modify any question from any " -"survey." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:14 -msgid "" -"However, there is only one place in the Odoo *Surveys* application where " -"survey questions can be created. To do that, navigate to a survey form, by " -"going to :menuselection:`Surveys app --> New`, or by selecting any pre-" -"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys " -"app --> Surveys`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:22 -msgid "" -"On a survey form, users can view, access, add, and/or delete questions (and " -"sections) in the :guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:32 -msgid "" -"To reveal the :guilabel:`Mandatory Answer` column on the " -":guilabel:`Questions` tab, which indicates if questions require a mandatory " -"answer or not, click the :guilabel:`(optional columns)` icon located to the " -"far-right of the column titles." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The slider drop-down menu showing the Mandatory Answer option in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:41 -msgid "Create sections" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:50 -msgid "" -"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a " -"section title on top of (i.e. *before*) the desired question(s) in the " -"survey, in order to populate the section with specific questions that fit " -"the theme of the section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:66 -msgid "" -"To create questions for the survey, click :guilabel:`Add a question` in the " -":guilabel:`Questions` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:69 -msgid "" -"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" -" Questions` pop-up window, in which a survey question can be created." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:77 -msgid "" -"When all desired configurations are complete click either :guilabel:`Save & " -"Close` to save the question and return to the survey form, or " -":guilabel:`Save & New` to save the question and create a new one right away " -"in a fresh :guilabel:`Create Sections and Questions` pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:81 -msgid "Click :guilabel:`Discard` to discard the question entirely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:84 -msgid "Create Sections and Questions pop-up window" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Create Sections and Questions pop-up form in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:90 -msgid "" -"In the :guilabel:`Create Sections and Questions` pop-up window, start by " -"typing the question into the :guilabel:`Question` field, located at the top " -"of the pop-up window." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:93 -msgid "" -"Then, choose the desired :guilabel:`Question Type`. A preview of each " -":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` " -"field, when a :guilabel:`Question Type` is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:96 -msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:98 -msgid "" -":guilabel:`Multiple choice: only one answer`: a multiple choice question, " -"where only one answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:100 -msgid "" -":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice " -"question, where more than answer is permitted." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:102 -msgid "" -":guilabel:`Multiple Lines Text Box`: an open-ended question, where " -"participants can type in a multiple line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:104 -msgid "" -":guilabel:`Single Line Text Box`: an open-ended question, where participants" -" can type in a single line response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:106 -msgid "" -":guilabel:`Numerical Value`: a number-based question, where participants " -"must enter a number as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:108 -msgid "" -":guilabel:`Date`: a date-based question, where participants must enter a " -"date (year-month-day) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:110 -msgid "" -":guilabel:`Datetime`: a date-based question, where participants must enter a" -" date *and* time (year-month-day, hour-minute-second) as a response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:112 -msgid "" -":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart " -"layout, where participants are presented with different questions on each " -"row, and different answer options on each column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:117 -msgid "" -"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" -" tabs, depending on the chosen :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:120 -msgid "" -"However, the :guilabel:`Description` tab **always** remains the same, " -"regardless of the question type chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:123 -msgid "" -"Once a :guilabel:`Question Type` has been selected, there are three possible" -" tabs where information can be customized for the question. These include " -"the :guilabel:`Answers` tab (if applicable for the chosen " -":guilabel:`Question Type`), the :guilabel:`Description` tab, and the " -":guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:127 -msgid "" -"Each tab offers a variety of different features, depending on what " -":guilabel:`Question Type` was chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:131 -msgid "Answers tab" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:133 -msgid "" -"The :guilabel:`Answers` tab **only** appears if the selected " -":guilabel:`Question Type` provides answer options to the participant." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:136 -msgid "" -"However, if a custom response is required to answer the selected " -":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for " -"example. Or, if the answer to the :guilabel:`Question Type` is a number, " -"date, or datetime, the :guilabel:`Answers` tab disappears completely." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:140 -msgid "" -"If the :guilabel:`Single Line Text Box` is selected as the " -":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it " -"only provides two checkbox options: :guilabel:`Input must be an email` and " -":guilabel:`Save as user nickname`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Single Line Text box question type answers tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:148 -msgid "" -"If the :guilabel:`Input must be an email` option is enabled, a new field, " -":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves " -"the participant's answer to that specific question as their email address." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:152 -msgid "" -"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the " -"participant's answer as its nickname." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:155 -msgid "" -"For all other applicable :guilabel:`Question Type` options that provide " -"answer options to the participant, the :guilabel:`Answers` tab appears the " -"same." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answer tab with a multiple choice answer option selected in Odoo " -"Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:162 -msgid "" -"From here, users can add answer options by clicking :guilabel:`Add a line`, " -"and typing in the various answer options for that question. Then, either " -"press :kbd:`Enter` to lock in that answer option and immediately add another" -" one. Or, click away to simply lock in that answer option." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:166 -msgid "" -"The entered answer options appear in the :guilabel:`Choices` column of the " -":guilabel:`Answers` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:168 -msgid "" -"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the " -"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to" -" the right of the :guilabel:`Choices` column." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:172 -msgid "" -"To mark an answer option as correct, tick the box beneath the " -":guilabel:`Correct` column for the respective question. If " -":guilabel:`Multiple choice: multiple answers allowed` is set as the " -":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` " -"column can be marked as :guilabel:`Correct`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:177 -msgid "" -"In the :guilabel:`Score` column, designate how many points (if any) should " -"be rewarded to the participant for entering that specific answer. It is " -"possible to enter a negative amount as the :guilabel:`Score` to take points " -"away for an incorrect response." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:181 -msgid "" -"The option to upload a corresponding image to accompany the answer options " -"is available on the question line, beneath the :guilabel:`Image` column, by " -"clicking :guilabel:`Upload your file`, and uploading the desired image." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:185 -msgid "" -"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to " -"the far-right of the question line." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:188 -msgid "" -"An exception to that is if the :guilabel:`Matrix` option is selected as the " -":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab " -"remains, but below the typical :guilabel:`Choices` section, there is a " -":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option " -"provides an answer table for participants to fill out." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The answer tab with a matrix question type selected in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:200 -msgid "" -"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window is used to provide any kind of guidelines, " -"instructions, or any other type of supplemental material deemed necessary to" -" help participants answer/understand the question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:204 -msgid "Entering a description is **not** required." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:209 -msgid "" -"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and " -"Questions` pop-up window, there are four available sections: " -":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional " -"Display`, and :guilabel:`Live Sessions`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:214 -msgid "Answers section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:217 -msgid "" -"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of " -"the :guilabel:`Create Sections and Questions` pop-up window vary, depending " -"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` " -"configured on the survey form." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:222 -msgid "Multiple Choice question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:224 -msgid "" -"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple " -"choice: only one answer` or :guilabel:`Multiple choice: multiple answers " -"allowed`, there is a :guilabel:`Show Comments Field` present in the " -":guilabel:`Answers` section." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:228 -msgid "" -"When enabled, two additional fields appear: :guilabel:`Comment Message` and " -":guilabel:`Comment is an answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the options tab when a multiple choice question type " -"is selected." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:235 -msgid "" -"In the :guilabel:`Comment Message` field, type in a guiding message to help " -"participants know what is expected of them (e.g. `If other, please " -"specify`)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:238 -msgid "" -"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the " -"participant's commented response as an answer, and not just commentary on " -"the question. This is best utilized in surveys where there is no scoring " -"option enabled." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:243 -msgid "Multiple Lines Text Box question type" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:245 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text " -"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` " -"section of the :guilabel:`Options` tab." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The placeholder field when a multiple lines text box option is chosen in " -"Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:253 -#: ../../content/applications/marketing/surveys/time_random.rst:276 -msgid "" -"In the :guilabel:`Placeholder` field, enter a guiding direction to help " -"participants know what they should write in the :guilabel:`Multiple Lines " -"Text Box` presented to them." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:257 -msgid "Single Line Text Box, Numerical Value, Date, Datetime question types" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:259 -msgid "" -"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text " -"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or " -":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section " -"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and " -":guilabel:`Placeholder`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:263 -msgid "" -"If the :guilabel:`Validate Entry` option is enabled, two additional fields " -"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The answers section of the option tab when a single line text box question " -"type is chosen." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:270 -msgid "" -"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum " -"allowed quantities for that specific question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:273 -msgid "" -"In the :guilabel:`Validation Error` field, enter a custom message that Odoo " -"displays when an answer is not valid." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:280 -msgid "Constraints section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:282 -msgid "" -"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the " -"same, regardless of the selected :guilabel:`Question Type`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "The Constraints section in the options tab in Odoo Surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:289 -msgid "" -"In the :guilabel:`Constraints` section, there is one option available: " -":guilabel:`Mandatory Answer`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:291 -msgid "" -"When :guilabel:`Mandatory Answer` is enabled, that means that specific " -"question requires an answer from the participant before they can move on. " -"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an " -"additional field: :guilabel:`Error Message`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:295 -msgid "" -"In the :guilabel:`Error Message` field, enter a custom error message " -"prompting the participant to provide an answer for this question." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:299 -msgid "Conditional Display section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:301 -msgid "" -":guilabel:`Conditional Display` means the question is **only** displayed if " -"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has " -"been selected in a previous question(s)." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:305 -msgid "" -"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab " -"is **not** available when questions are randomly picked." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:308 -msgid "" -"There is only one field in the :guilabel:`Conditional Display` section: " -":guilabel:`Triggering Answers`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Conditional Display section of the options tab in the Odoo Surveys " -"application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:315 -msgid "" -"In the :guilabel:`Triggering Answers` field, select specific responses from " -"previous questions that would trigger this question. More than one answer " -"can be selected. Leave the field empty if the question should always be " -"displayed." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:320 -msgid "Live Sessions section" -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:322 -msgid "" -"The option in the :guilabel:`Live Sessions` section of the " -":guilabel:`Options` tab are **only** supported by *Live Session* surveys." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:325 -msgid "" -"There is only one option available in the :guilabel:`Live Sessions` section:" -" :guilabel:`Question Time Limit`." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst-1 -msgid "" -"The Live Sessions section of the Option tab in the Odoo Surveys application." -msgstr "" - -#: ../../content/applications/marketing/surveys/time_random.rst:332 -msgid "" -"When the :guilabel:`Question Time Limit` option is enabled, designate how " -"much time (in :guilabel:`seconds`) participants have to answer the question " -"during a *Live Session* survey." -msgstr "" diff --git a/locale/zh_TW/LC_MESSAGES/productivity.po b/locale/zh_TW/LC_MESSAGES/productivity.po index 252651da4..7d2fea26a 100644 --- a/locale/zh_TW/LC_MESSAGES/productivity.po +++ b/locale/zh_TW/LC_MESSAGES/productivity.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -1106,7 +1106,7 @@ msgstr "" msgid "Chatter" msgstr "聊天視窗" -#: ../../content/applications/productivity/discuss/chatter.rst:5 +#: ../../content/applications/productivity/discuss/chatter.rst:8 msgid "" "The *Chatter* feature is integrated throughout Odoo to streamline " "communication, maintain traceability, and provide accountability among team " @@ -1115,17 +1115,17 @@ msgid "" "internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:10 +#: ../../content/applications/productivity/discuss/chatter.rst:13 msgid "" "Chatter composers also enable users to log notes, upload files, and schedule" " activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:16 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:15 +#: ../../content/applications/productivity/discuss/chatter.rst:18 msgid "" "A *chatter thread* can be found on most pages in the database, and serves as" " a record of the updates and edits made to a record. A note is logged in the" @@ -1133,22 +1133,22 @@ msgid "" "change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:20 +#: ../../content/applications/productivity/discuss/chatter.rst:23 msgid "" "A user, Mitchell Admin, needs to update the email address of a contact. " "After they save the changes to the contact record, a note is logged in the " "chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:24 +#: ../../content/applications/productivity/discuss/chatter.rst:27 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:25 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:26 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The updated email address." msgstr "" @@ -1156,7 +1156,7 @@ msgstr "" msgid "A close up of a chatter thread with an update to a contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:32 +#: ../../content/applications/productivity/discuss/chatter.rst:35 msgid "" "If a record was created, or edited, via an imported file, or was otherwise " "updated through an intervention by the system, the chatter thread creates a " @@ -1167,11 +1167,11 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:43 +#: ../../content/applications/productivity/discuss/chatter.rst:46 msgid "Add followers" msgstr "加入追蹤者" -#: ../../content/applications/productivity/discuss/chatter.rst:45 +#: ../../content/applications/productivity/discuss/chatter.rst:48 msgid "" "A *follower* is a user or contact that is added to a record and is notified " "when the record is updated, based on specific :ref:`follower subscription " @@ -1179,13 +1179,13 @@ msgid "" "be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:50 +#: ../../content/applications/productivity/discuss/chatter.rst:53 msgid "" "If a user creates, or is assigned to a record, they are automatically added " "as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:52 +#: ../../content/applications/productivity/discuss/chatter.rst:55 msgid "" "To follow a record, navigate to any record with a chatter thread. For " "example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk " @@ -1193,53 +1193,52 @@ msgid "" "it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:56 +#: ../../content/applications/productivity/discuss/chatter.rst:59 msgid "" "At the top-right, above the chatter composer, click :guilabel:`Follow`. " "Doing this changes the button to read :guilabel:`Following`. Click it again " "to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:60 +#: ../../content/applications/productivity/discuss/chatter.rst:63 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:62 +#: ../../content/applications/productivity/discuss/chatter.rst:65 msgid "" -"To add another user, or contact, as a follower, click the :guilabel:`👤 " -"(user)` icon. This opens a drop-down list of the current followers. Click " -":guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up " -"window." +"To add another user, or contact, as a follower, click the |user|. This opens" +" a drop-down list of the current followers. Click :guilabel:`Add Followers` " +"to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:66 +#: ../../content/applications/productivity/discuss/chatter.rst:69 msgid "" "Select one or more contacts from the :guilabel:`Recipients` drop-down list. " "To notify the contacts, tick the :guilabel:`Send Notification` checkbox. " "Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:70 +#: ../../content/applications/productivity/discuss/chatter.rst:73 msgid "" -"To remove followers, click the :guilabel:`👤 (user)` icon to open the current" -" followers list. Find the name of the follower to be removed, and click the " -":guilabel:`x` icon." +"To remove followers, click the |user| to open the current followers list. " +"Find the name of the follower to be removed, and click the :icon:`fa-remove`" +" :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:76 +#: ../../content/applications/productivity/discuss/chatter.rst:79 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:78 +#: ../../content/applications/productivity/discuss/chatter.rst:81 msgid "" "The updates a follower receives can vary based on their subscription " "settings. To see the type of updates a follower is subscribed to, and to " -"edit the list, click the :guilabel:`👤 (user)` icon. Find the appropriate " -"follower in the list, then click the :guilabel:`✏️ (pencil)` icon. This " -"opens the :guilabel:`Edit Subscription` pop-up window for the follower." +"edit the list, click the |user|. Find the appropriate follower in the list, " +"then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the " +":guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:83 +#: ../../content/applications/productivity/discuss/chatter.rst:86 msgid "" "The list of available subscription settings varies depending on the record " "type. For example, a follower of a *Helpdesk* ticket may be informed when " @@ -1247,35 +1246,35 @@ msgid "" " a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:87 +#: ../../content/applications/productivity/discuss/chatter.rst:90 msgid "" "Tick the checkbox for any updates the follower should receive, and clear the" " checkbox for any updates they should **not** receive. Click " ":guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:94 +#: ../../content/applications/productivity/discuss/chatter.rst:97 msgid "" "The Edit Subscription options vary depending on the record type. These are " "the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:100 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:102 +#: ../../content/applications/productivity/discuss/chatter.rst:105 msgid "" "The chatter function includes the ability to log internal notes on " "individual records. These notes are only accessible to internal users, and " "are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:106 +#: ../../content/applications/productivity/discuss/chatter.rst:109 msgid "" "To log an internal note, first navigate to a record. For example, to open a " "*CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My " @@ -1283,7 +1282,7 @@ msgid "" "at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:111 +#: ../../content/applications/productivity/discuss/chatter.rst:114 msgid "" "Enter the note in the chatter composer. To tag an internal user, type `@`, " "and begin typing the name of the person to tag. Then, select a name from the" @@ -1291,7 +1290,7 @@ msgid "" "notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:116 +#: ../../content/applications/productivity/discuss/chatter.rst:119 msgid "" "Outside contacts can also be tagged in an internal log note. The contact " "then receives an email with the contents of the note they were tagged in, " @@ -1300,7 +1299,7 @@ msgid "" "record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:121 +#: ../../content/applications/productivity/discuss/chatter.rst:124 msgid "" "Outside contacts are **not** able to log in to view the entire chatter " "thread, and are only notified of specific updates, based on their " @@ -1308,11 +1307,11 @@ msgid "" "they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:128 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:130 +#: ../../content/applications/productivity/discuss/chatter.rst:133 msgid "" "Chatter composers can send messages to outside contacts, without having to " "leave the database, or open a different application. This makes it easy to " @@ -1320,7 +1319,7 @@ msgid "" "or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:134 +#: ../../content/applications/productivity/discuss/chatter.rst:137 msgid "" "To send a message, first navigate to a record. For example, to send a " "message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> " @@ -1329,19 +1328,19 @@ msgid "" ":guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:140 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "" "Press :command:`Ctrl + Enter` to send a message, instead of using the " ":guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:142 +#: ../../content/applications/productivity/discuss/chatter.rst:145 msgid "" "If any :ref:`followers ` have been added to the " "record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:146 +#: ../../content/applications/productivity/discuss/chatter.rst:149 msgid "" ":ref:`Followers ` of a record are added as recipients" " of a message automatically. If a follower should **not** receive a message," @@ -1355,31 +1354,31 @@ msgid "" "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:156 +#: ../../content/applications/productivity/discuss/chatter.rst:159 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:158 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "" "The chatter composer can be expanded to a larger pop-up window, allowing for" " additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:164 msgid "" -"To open the full composer, click the :guilabel:`expand` icon in the bottom-" -"right corner of the composer window." +"To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` " +"icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:168 +#: ../../content/applications/productivity/discuss/chatter.rst:171 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:170 +#: ../../content/applications/productivity/discuss/chatter.rst:173 msgid "" "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit " "the intended :guilabel:`Recipients` of the message, or add additional " @@ -1387,129 +1386,129 @@ msgid "" "of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:174 +#: ../../content/applications/productivity/discuss/chatter.rst:177 msgid "" "To use an :doc:`email template <../../general/companies/email_template/>` " "for the message, select it from the drop-down menu in the :guilabel:`Load " "template` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:178 +#: ../../content/applications/productivity/discuss/chatter.rst:181 msgid "" "The number and type of templates available vary, based on the record the " "message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:180 +#: ../../content/applications/productivity/discuss/chatter.rst:183 msgid "" -"Click :guilabel:`📎 Attachments` to add any files to the message, then click " -":guilabel:`Send`." +"Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to " +"the message, then click :guilabel:`Send`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:187 +#: ../../content/applications/productivity/discuss/chatter.rst:191 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:189 +#: ../../content/applications/productivity/discuss/chatter.rst:193 msgid "" "Messages can be edited after they are sent, to fix typos, correct mistakes, " "or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:197 msgid "" "When messages are edited after they have been sent, an updated message is " "**not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:196 +#: ../../content/applications/productivity/discuss/chatter.rst:200 msgid "" -"To edit a sent message, click the :guilabel:`... (ellipsis)` icon menu to " -"the right of the message. Then, select :guilabel:`Edit`. Make any necessary " -"adjustments to the message." +"To edit a sent message, click the :icon:`fa-ellipsis-h` " +":guilabel:`(ellipsis)` icon menu to the right of the message. Then, select " +":guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:203 +#: ../../content/applications/productivity/discuss/chatter.rst:207 msgid "" "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, " "press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:206 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "" "Users with Admin-level access rights can edit any sent messages. Users " "without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:212 +#: ../../content/applications/productivity/discuss/chatter.rst:216 msgid "Search messages" msgstr "搜尋訊息" -#: ../../content/applications/productivity/discuss/chatter.rst:214 +#: ../../content/applications/productivity/discuss/chatter.rst:218 msgid "" "Chatter threads can become long after a while, because of all the " "information they contain. To make it easier to find a specific entry, users " "can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:222 msgid "" "First, select a record with a chatter thread. For example, to search a *CRM*" " opportunity, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`, and click on the Kanban card of an opportunity to open it. Then, " -"at the top-right, above the chatter composer, click the :guilabel:`🔍 " -"(magnifying glass)` icon to open the search bar." -msgstr "" - -#: ../../content/applications/productivity/discuss/chatter.rst:223 -msgid "" -"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" -" click the :guilabel:`🔍 (magnifying glass)` icon to the right of the search " -"bar. Any messages or notes containing the keyword or phrase entered are " -"listed below the search bar, with the keyword highlighted." +"at the top-right, above the chatter composer, click the :icon:`oi-search` " +":guilabel:`(search)` icon to open the search bar." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:227 msgid "" +"Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or" +" click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the " +"search bar. Any messages or notes containing the keyword or phrase entered " +"are listed below the search bar, with the keyword highlighted." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:232 +msgid "" "To be taken directly to a particular message in the chatter thread, hover " "over the upper-right corner of the result to reveal a :guilabel:`Jump` " "button. Click this button to be directed to that message's location in the " "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread emphasising the search icon and the jump " "button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:235 +#: ../../content/applications/productivity/discuss/chatter.rst:240 msgid "" "Search results in a chatter thread. Hover over the upper-right corner of a " "result to see the **Jump** option. Click it to be taken directly to that " "message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:241 +#: ../../content/applications/productivity/discuss/chatter.rst:246 msgid "Schedule activities" msgstr "排期活動" -#: ../../content/applications/productivity/discuss/chatter.rst:243 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any database page that contains a chatter " "thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:247 +#: ../../content/applications/productivity/discuss/chatter.rst:252 msgid "" "To schedule an activity through a chatter thread, click the " ":guilabel:`Activities` button, located at the top of the chatter on any " @@ -1517,7 +1516,7 @@ msgid "" "select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:257 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " @@ -1527,26 +1526,26 @@ msgstr "" "每個應用程式都有一個專用於該應用程序的*活動類型*列表。例如，要查看和編輯 *客戶關係* 應用程式可用的活動，可往 " ":menuselection:`客戶關係程式 --> 配置 --> 活動類型`。" -#: ../../content/applications/productivity/discuss/chatter.rst:256 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "在彈出窗口 :guilabel:`排期活動` 中的 :guilabel:`摘要` 欄位中，輸入活動標題。" -#: ../../content/applications/productivity/discuss/chatter.rst:259 +#: ../../content/applications/productivity/discuss/chatter.rst:264 msgid "" "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the " "activity to a different user. Otherwise, the user creating the activity is " "automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:262 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "" "Add any additional information in the optional :guilabel:`Log a note...` " "field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:265 +#: ../../content/applications/productivity/discuss/chatter.rst:270 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " @@ -1556,50 +1555,50 @@ msgstr "" "在彈出的 :guilabel:`排期活動` 窗口中，:guilabel:`截止日期` 欄位會根據所選取的 :guilabel:`活動類型` " "的配置設定，自動填充。但是，可透過在 :guilabel:`截止日期` 欄位中，用日曆選擇某一天來更改此日期。" -#: ../../content/applications/productivity/discuss/chatter.rst:269 +#: ../../content/applications/productivity/discuss/chatter.rst:274 msgid "Lastly, click one of the following buttons:" msgstr "最後，按一下以下其中一個按鈕：" -#: ../../content/applications/productivity/discuss/chatter.rst:271 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr ":guilabel:`排期`：將活動加入 :guilabel:`已規劃活動` 下的聊天視窗中。" -#: ../../content/applications/productivity/discuss/chatter.rst:272 +#: ../../content/applications/productivity/discuss/chatter.rst:277 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr ":guilabel:`標記為已完成`：將活動的詳細資訊加入 :guilabel:`今天` 下的聊天中。活動未排期，會自動標記為已完成。" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr ":guilabel:`完成並安排下一活動`：將任務新增至 :guilabel:`今天` 之下及標記為已完成，並開啟一個新的活動視窗。" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:281 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr ":guilabel:`捨棄`：捨棄在彈出視窗內所做的任何變更。" -#: ../../content/applications/productivity/discuss/chatter.rst:278 +#: ../../content/applications/productivity/discuss/chatter.rst:283 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 +#: ../../content/applications/productivity/discuss/chatter.rst:286 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:282 +#: ../../content/applications/productivity/discuss/chatter.rst:287 msgid "" "**Yellow** icons indicate an activity with a due date scheduled for the " "current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:288 msgid "" "**Green** icons indicate an activity with a due date scheduled in the " "future." @@ -1609,17 +1608,17 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:290 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid "" -"Click the :guilabel:`ℹ️ (info)` icon next to a planned activity to see " -"additional details." +"Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned " +"activity to see additional details." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:296 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "" "After completing an activity, click :guilabel:`Mark Done` under the activity" " entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, " @@ -1628,7 +1627,7 @@ msgid "" ":guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:301 +#: ../../content/applications/productivity/discuss/chatter.rst:307 msgid "" "After the activity is marked complete, an entry with the activity type, " "title, and any other details that were included in the pop-up window are " @@ -1640,31 +1639,31 @@ msgid "" "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:311 +#: ../../content/applications/productivity/discuss/chatter.rst:317 msgid "Attach files" msgstr "附加檔案" -#: ../../content/applications/productivity/discuss/chatter.rst:313 +#: ../../content/applications/productivity/discuss/chatter.rst:319 msgid "" "Files can be added as attachments in the chatter, either to send with " "messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:323 msgid "" "After a file has been added to a chatter thread, it can be downloaded by any" -" user with access to the thread. Click the :guilabel:`📎 (paperclip)` icon to" -" make the files header visible, if necessary. Then, click the download icon " -"on the file to download it." +" user with access to the thread. Click the |paperclip| to make the files " +"header visible, if necessary. Then, click the :icon:`fa-download` " +":guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:321 +#: ../../content/applications/productivity/discuss/chatter.rst:327 msgid "" -"To attach a file, click the :guilabel:`📎 (paperclip)` icon located at the " -"top of the chatter composer of any record that contains a chatter thread." +"To attach a file, click the |paperclip| located at the top of the chatter " +"composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:324 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "" "This opens a file explorer pop-up window. Navigate to the desired file, " "select it, then click :guilabel:`Open` to add it to the record. " @@ -1672,27 +1671,26 @@ msgid "" "thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:328 +#: ../../content/applications/productivity/discuss/chatter.rst:334 msgid "" "After files have been added, they are listed in the chatter thread, under a " ":guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:332 +#: ../../content/applications/productivity/discuss/chatter.rst:338 msgid "" "After at least one file has been added to a chatter record, a new button " "labeled :guilabel:`Attach files` appears below the :guilabel:`Files` " "heading. To attach any additional files, this is the button that **must** be" -" used, instead of the :guilabel:`📎 (paperclip)` icon at the top of the " -"chatter thread." +" used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:337 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "" "After the :guilabel:`Files` section heading appears in the thread, clicking " -"the :guilabel:`📎 (paperclip)` icon no longer opens a file explorer pop-up " -"window. Instead, clicking the :guilabel:`📎 (paperclip)` icon toggles the " -":guilabel:`Files` section from visible to invisible in the chatter thread." +"the |paperclip| no longer opens a file explorer pop-up window. Instead, " +"clicking the |paperclip| toggles the :guilabel:`Files` section from visible " +"to invisible in the chatter thread." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:0 @@ -1700,51 +1698,51 @@ msgid "" "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:349 +#: ../../content/applications/productivity/discuss/chatter.rst:354 msgid "Integrations" msgstr "整合" -#: ../../content/applications/productivity/discuss/chatter.rst:351 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "" "Beyond the standard features, additional integrations can be enabled to work" " with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:355 +#: ../../content/applications/productivity/discuss/chatter.rst:360 msgid "" "Before the *WhatsApp* and *Google Translate* integrations can be used with " "the chatter, they **must** be configured. Step-by-step instructions on how " "to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:359 -#: ../../content/applications/productivity/discuss/chatter.rst:418 +#: ../../content/applications/productivity/discuss/chatter.rst:364 +#: ../../content/applications/productivity/discuss/chatter.rst:424 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:365 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:363 +#: ../../content/applications/productivity/discuss/chatter.rst:368 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "WhatsApp" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:370 msgid "" "*WhatsApp* is an instant messaging and voice-over-IP app that allows users " "to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:369 +#: ../../content/applications/productivity/discuss/chatter.rst:374 msgid "" "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in " "the Odoo Community edition. To sign up for an Odoo Enterprise edition, click" " here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:373 +#: ../../content/applications/productivity/discuss/chatter.rst:378 msgid "" "After *WhatsApp* has been configured and enabled within a database, a " ":guilabel:`WhatsApp` button is added above the chatter composer on any " @@ -1753,7 +1751,7 @@ msgid "" "Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:379 +#: ../../content/applications/productivity/discuss/chatter.rst:384 msgid "" "*WhatsApp* templates **must** be approved before they can be used. See " ":ref:`WhatsApp templates ` for more " @@ -1764,61 +1762,61 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:387 +#: ../../content/applications/productivity/discuss/chatter.rst:392 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:389 +#: ../../content/applications/productivity/discuss/chatter.rst:394 msgid "" "*Google Translate* can be used to translate user-generated text in the Odoo " "chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:391 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "" "To enable *Google Translate* on a database, an *API key* must first :doc:`be" " created <../../general/integrations/google_translate>` through the `Google " "API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:395 +#: ../../content/applications/productivity/discuss/chatter.rst:400 msgid "" "After creating the API key, navigate to the :menuselection:`Settings app -->" " Discuss section` and paste the key in the :guilabel:`Message Translation` " "field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:402 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "" -"To translate a user's text from another language, click the :guilabel:`... " -"(ellipsis)` icon menu to the right of the chatter. Then, select " -":guilabel:`Translate`. The content translates to the language set in the " -":doc:`user's preferences <../../general/users/language/>`." +"To translate a user's text from another language, click the :icon:`fa-" +"ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, " +"select :guilabel:`Translate`. The content translates to the language set in " +"the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:411 +#: ../../content/applications/productivity/discuss/chatter.rst:417 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:415 +#: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:416 +#: ../../content/applications/productivity/discuss/chatter.rst:422 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:423 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -8154,9 +8152,9 @@ msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 msgid "" -"To use this service, `contact Axivox `_ to " -"open an account. Before doing so, verify that Axivox covers the company's " -"area, along with the areas the company's users wish to call." +"To use this service, `contact Axivox `_ " +"to open an account. Before doing so, verify that Axivox covers the company's" +" area, along with the areas the company's users wish to call." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:19 diff --git a/locale/zh_TW/LC_MESSAGES/sales.po b/locale/zh_TW/LC_MESSAGES/sales.po index 3264c6547..1c54df096 100644 --- a/locale/zh_TW/LC_MESSAGES/sales.po +++ b/locale/zh_TW/LC_MESSAGES/sales.po @@ -5,17 +5,17 @@ # # Translators: # 敬雲 林 , 2023 -# Wil Odoo, 2024 # Tony Ng, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Tony Ng, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -65,7 +65,8 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 @@ -81,7 +82,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 @@ -355,7 +356,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:61 msgid ":doc:`../../../general/email_communication/email_servers`" -msgstr "" +msgstr ":doc:`../../../general/email_communication/email_servers`" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:64 msgid "Manually create leads" @@ -931,16 +932,16 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115 msgid ":doc:`../pipeline/manage_sales_teams`" -msgstr "" +msgstr ":doc:`../pipeline/manage_sales_teams`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116 msgid ":doc:`convert`" -msgstr "" +msgstr ":doc:`convert`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117 #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109 msgid ":doc:`../track_leads/lead_scoring`" -msgstr "" +msgstr ":doc:`../track_leads/lead_scoring`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118 msgid ":ref:`Website forms `" @@ -1611,7 +1612,7 @@ msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 -msgid ":guilabel:`Days to Close a Dead`" +msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 @@ -2657,6 +2658,7 @@ msgstr "" "自訂篩選器。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 msgid "View results" msgstr "檢視結果" @@ -2853,6 +2855,173 @@ msgstr "" "按一下 :guilabel:`插入至試算表`，以將樞紐分析檢視畫面新增至 *概覽畫面* 應用程式內，成為可編輯的試算表格式。若有安裝 Odoo " "*文件管理* 應用程式，報告可插入至空白或現有的試算表，然後匯出。" +#: ../../content/applications/sales/crm/performance/forecast_report.rst:3 +msgid "Forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:9 +msgid "" +"The *Forecast* report in the *CRM* app allows users to view upcoming " +"opportunities and build a forecast of potential sales. Opportunities are " +"grouped by the month of their expected closing date, and can be dragged-and-" +"dropped to adjust the deadline." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:13 +msgid "" +"To access the *Forecast* report, navigate to :menuselection:`CRM app --> " +"Reporting --> Forecast`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:16 +msgid "Navigate the forecast report" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:18 +msgid "" +"The default :guilabel:`Forecast` report includes opportunities assigned to " +"the current user's pipeline, and are expected to close within four months. " +"It also shows opportunities without an assigned expected closing date. The " +"opportunities are grouped by month in a :icon:`oi-view-kanban` " +":guilabel:`(Kanban)` view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A sample version of the Forecast report in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:28 +msgid "Expected closing date" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:30 +msgid "" +"Opportunities are grouped by the date assigned in the *Expected Closing* " +"field on an opportunity form. To change this date directly from the " +":guilabel:`Forecast` page, select the Kanban card for the desired " +"opportunity, then click and drag the card to the desired column." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:35 +msgid "" +"The default time frame for the forecast is *month*. This can be changed by " +"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" +" report. Under the :guilabel:`Group By` heading in the resulting drop-down " +"menu, click :guilabel:`Expected Closing` to expand the list of available " +"options, and select a desired amount of time from the list." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:40 +msgid "" +"After an opportunity is added to a new month, the *Expected Closing* field " +"on the opportunity form is updated to the *last* date of the new month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:44 +msgid "" +"The *Expected Closing* field can also be manually updated on the opportunity" +" card. To do that, click on the Kanban card for an opportunity on the " +":guilabel:`Forecast` page to open the opportunity's detail form. Click in " +"the :guilabel:`Expected Closing` field, and use the calendar popover to " +"select a new closing date." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:50 +msgid "Prorated revenue" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:52 +msgid "" +"At the top of the column for each month on the :guilabel:`Forecast` " +"reporting page, to the right of the progress bar, is a sum of the prorated " +"revenue for that time frame." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +msgid "The prorated revenue is calculated using the formula below:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +msgid "" +"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " +"Revenue}" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +msgid "" +"As opportunities are moved from one column to another, the column's revenue " +"is automatically updated to reflect the change." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +msgid "A forecast report for June includes two opportunities:" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +msgid "" +"The first opportunity, `Global Solutions`, has an expected revenue of " +"`$3,800`, and a probability of `90%`. This results in a prorated revenue of " +"`$3,420`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +msgid "" +"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " +"`$22,500`, and a probability of `20%`. This results in a prorated revenue of" +" `$4,500`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +msgid "" +"The combined prorated revenue of the opportunities is `$7,920`, which is " +"listed at the top of the column for the month." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "" +"An example of the prorated revenue for one month of the forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +msgid "" +"For more information on how probability is assigned to opportunities, see " +":doc:`../track_leads/lead_scoring`" +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +msgid "" +"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " +"graph view. Then, click the corresponding icon at the top of the report to " +"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" +"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " +"chart)`." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst-1 +msgid "A pie chart view of the Forecast report." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +msgid "" +"Click the |pivot| to change to the pivot view, or the |list| to change to " +"the list view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +msgid "" +"The :ref:`pivot view ` can be used to view and " +"analyze data in a more in-depth manner. Multiple measures can be selected, " +"and data can be viewed by month, and by opportunity stage." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:0 +msgid "A sample of the forecast report in the pivot view." +msgstr "" + +#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +msgid "To save this report as a *favorite*, see :ref:`search/favorites`." +msgstr "" + #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "管道分析" @@ -4910,7 +5079,7 @@ msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108 msgid ":doc:`../optimize/utilize_activities`" -msgstr "" +msgstr ":doc:`../optimize/utilize_activities`" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3 msgid "Merge similar leads and opportunities" @@ -5164,6 +5333,44 @@ msgstr "" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 +msgid "Breaking down the equation:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 +msgid "P(A|B) = The probability of a successful lead *in this case*" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 +msgid "" +"P(A) = The overall probability of a lead being successful regardless of the " +"conditions" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 +msgid "" +"P(B|A) = The probability of this being the case given a lead is successful" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 +msgid "P(B) = The probability of this being the case" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +msgid "" +"The term *in this case* refers to the variables that can affect a lead being" +" successful in Odoo. This can include variables such as the assigned " +"Salesperson, the source of the lead, the language of the lead, and other " +"historical and demographic data." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 +msgid "" +"Which variables are considered in this calculation can be :ref:`configured " +"` to tailor the calculation to each business's " +"needs." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" @@ -5174,20 +5381,20 @@ msgstr "每個銷售機會的成功機率，會顯示在銷售機會表單上， msgid "The probability of success displayed on the opportunity form." msgstr "銷售機會表單上顯示的成功機率。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "銷售機會進入下一階段時，會根據預測潛在客戶評分演算法，自動增加成功機率。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "在 Odoo *客戶關係* 中，預測潛在客戶評分會一直啟用，但你可在設定中自訂計算成功機率所用的變數。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " @@ -5197,7 +5404,7 @@ msgstr "" "若要自訂預測潛在客戶評分所使用的變數，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定`。在 " ":guilabel:`預測潛在客戶評分` 之下，按一下 :guilabel:`更新機率` 按鈕。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." @@ -5208,49 +5415,49 @@ msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "預測潛在客戶評分設定中的更新機率視窗。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "你可隨意啟用一項或多項以下變數：" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`州/省`：銷售機會源自的州/省/縣/區" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`國家/地區`：銷售機會源自的國家/地區" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`電話資料`：銷售機會是否有列出電話號碼" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr ":guilabel:`電郵資料`：銷售機會是否有列出電郵地址" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr ":guilabel:`來源`：銷售機會的來源（例如：搜尋引擎、社交媒體）" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`語言`：銷售機會中列明使用的交談語言" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`標籤`：銷售機會上設定的標籤" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " @@ -5261,35 +5468,35 @@ msgstr "" "變數 `階段` 及 `團隊` 會一直生效。`階段` 是指銷售機會所在的客戶關係管道階段。`團隊` " "指銷售機會分配予的銷售團隊。無論選擇哪些可選變數，預測潛在客戶評分 *始終* 會考慮這兩個變數。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "之後，可按一下 :guilabel:`考慮以下日期後建立的潛在客戶` 選項旁邊的日期欄位，以選擇預測潛在客戶評分開始計算的日期。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最後，按一下 :guilabel:`確認` 儲存變更。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手動更改機率" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "你可在銷售機會表單上，手動更改機會的成功機率。按一下機率數字，以進行編輯。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "手動更改機率會移除該銷售機會的自動機率更新功能。此後，當銷售機會經過管道的每個階段時，機率都不會再自動更新。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." @@ -5301,11 +5508,11 @@ msgid "" "form." msgstr "齒輪圖示用作重新啟動銷售機會表單上的自動計算機率功能。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "根據機率分配潛在客戶" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " @@ -5315,11 +5522,11 @@ msgstr "" "Odoo *客戶關係* " "可根據指定規則，向銷售團隊及銷售人員分配潛在客戶/銷售機會。你可根據潛在客戶的成功機率，建立分配規則，以優先處理較有可能達成交易的潛在客戶。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "配置按規則分配設定" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." @@ -5327,7 +5534,7 @@ msgstr "" "要啟動 *按規則分配*，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定`，然後啟動 " ":guilabel:`按規則分配`。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " @@ -5337,7 +5544,7 @@ msgstr "" "按規則分配的功能可設定為 :guilabel:`手動` 運行，即必須由 Odoo 使用者手動觸發分配，或設為 :guilabel:`重複` 運行，即由 " "Odoo 根據所選時間段，自動觸發分配。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" @@ -5350,7 +5557,7 @@ msgstr "" msgid "The Rule-Based Assignment setting in CRM settings." msgstr "客戶關係應用程式設定中，按規則分配的設定。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " @@ -5360,11 +5567,11 @@ msgstr "" "即使按規則分配設為 :guilabel:`重複` 運行，你仍可手動觸發分配。方法是使用 :guilabel:`按規則分配` " "設定中的圓形箭頭圖示，或使用銷售團隊配置頁面中的 :guilabel:`分配潛在客戶` 按鈕。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "配置分配規則" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." @@ -5374,7 +5581,7 @@ msgstr "" "之後，為每個銷售團隊及/或銷售人員配置 *分配規則*。這些規則決定 Odoo 將哪些潛在客戶分配給哪些人員。首先，前往 " ":menuselection:`客戶關係應用程式 --> 配置 --> 銷售團隊`，並選擇一個銷售團隊。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " @@ -5385,7 +5592,7 @@ msgstr "" "在銷售團隊配置表單的 :guilabel:`分配規則` 下，按一下 :guilabel:`編輯搜尋範圍` 以設定 Odoo " "為該銷售團隊分配潛在客戶所使用的規則。規則可包括與該公司或團隊相關的任何內容，亦可加入任何數目的規則。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " @@ -5394,27 +5601,27 @@ msgstr "" "按一下 :guilabel:`新增篩選器` 以開始建立分配規則。按一下分配規則右方的 :guilabel:`+` 號可新增另一行。按一下 " ":guilabel:`x` 符號以刪除該行。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "若要根據銷售機會的成功機率建立分配規則，請在分配規則行最左側的下拉式選單，選擇 :guilabel:`機率`。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "從中間的下拉式選單中，選擇所需的方程式符號：最常用的是 *大於* 、 *小於* 、 *大於或等於* 以及 *小於或等於* 符號。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "在最右側的空間中，輸入所需的機率數值。最後，按一下 :guilabel:`儲存` 以儲存變更。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" @@ -5429,7 +5636,7 @@ msgid "" "percent." msgstr "銷售團隊搜尋範圍設定為大於或等於百分之二十的機率。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " @@ -5439,7 +5646,7 @@ msgstr "" "你亦可為不同團隊成員個別配置獨立的分配規則。在銷售團隊配置頁面中的 :guilabel:`成員` 標籤中，按一下該名團隊成員，然後編輯 " ":guilabel:`搜尋範圍` 部份。按一下 :guilabel:`儲存` 以儲存變更。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " @@ -5451,7 +5658,7 @@ msgstr "" "如果在設定中配置了自動潛在客戶分配，銷售團隊及各成員都可選擇 :guilabel:`跳過自動分配`。勾選此方格，可對特定銷售團隊或銷售人員，忽略\n" "由 Odoo 按規則分配功能所自動分配的潛在客戶。即使啟動了 :guilabel:`跳過自動分配`，銷售團隊或銷售人員仍可手動分配潛在客戶。" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " @@ -5887,6 +6094,244 @@ msgid "" "to `Quality Leads`, and click :guilabel:`Save`." msgstr "在該下拉式選單中，將報告從預設的 `管道` 標籤重新命名為 `優質潛在客戶`，然後按一下 :guilabel:`儲存`。" +#: ../../content/applications/sales/crm/track_leads/resellers.rst:3 +msgid "Resellers" +msgstr "經銷商" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:5 +msgid "" +"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " +"Leads can be manually assigned, or automatically assigned, based on the " +"resellers' designated *level* and location." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:11 +msgid "" +"To utilize the reseller features, the *Resellers* module first needs to be " +"installed. Navigate to the :menuselection:`Apps application`, and remove the" +" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " +"for `Resellers`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "The resellers module in Odoo." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:19 +msgid "" +"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " +"appears. Doing so installs the module, and returns to the main Odoo " +"dashboard." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:22 +msgid "" +"After the module is installed, navigate to the :menuselection:`CRM app`. " +"Under the :menuselection:`Configuration` menu is a new section, titled " +":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " +"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:30 +msgid "Partner levels" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:32 +msgid "" +"Partner *levels* are used to differentiate between various resellers. To " +"view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Resellers: Partner Levels`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:35 +msgid "" +"On the :guilabel:`Partner Levels` page that appears, there are three default" +" levels:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:37 +msgid ":guilabel:`Gold`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:38 +msgid ":guilabel:`Silver`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:39 +msgid ":guilabel:`Bronze`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:41 +msgid "" +"New levels can be added, as needed, by clicking :guilabel:`New`, and filling" +" out the resulting level form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:44 +msgid "" +"Existing levels can also be edited and renamed, if desired, as well. To " +"modify a level, select it from the list, and proceed to make any desired " +"changes from the level form page that appears." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:47 +msgid "" +"Level weight is used to decide the probability a partner to be assigned a " +"lead or opportunity. On the level form, assign a numerical value (greater " +"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " +"leads are assigned." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:52 +msgid "" +"*Level Weight* can be assigned on an individual contact record. The weight " +"assigned on the individual record overwrites the default weight assigned on " +"the level configuration form." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:58 +msgid "Partner activations" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:60 +msgid "" +"Partner *activations* are used to identify the status of a partner. " +"Activations are assigned on an individual contact record, and can be used to" +" group or filter the *Partnership Analysis* report (:menuselection:`CRM app " +"--> Reporting --> Partnerships`)." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:64 +msgid "" +"To view the partner levels, navigate to :menuselection:`CRM app --> " +"Configuration --> Partner Activations`." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:67 +msgid "Three activation types are created by default in the *CRM* app:" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:69 +msgid ":guilabel:`Fully Operational`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:70 +msgid ":guilabel:`Ramp-up`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:71 +msgid ":guilabel:`First Contact`" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:73 +msgid "" +"New partner activations can be added, as needed, by clicking " +":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " +"appears. Then, select the desired status in the :guilabel:`Active` column." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:77 +msgid "" +"Existing partner activations can also be edited and renamed, if desired. To " +"rename a status, click the :guilabel:`Name` field of a desired level, and " +"enter a new name." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:80 +msgid "" +"To change the active status of an activation, slide the toggle in the " +":guilabel:`Active` column of the desired activation to the *inactive* " +"position." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "The list of default partner activations in the CRM app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:87 +msgid "" +"The list of default Partner Activations in the CRM app. The toggle for First" +" Contact is in the inactive position, while the rest are active." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:91 +msgid "Partner assignments" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:93 +msgid "" +"After :ref:`partner levels ` and :ref:`partner " +"activations ` configured." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:96 +msgid "" +"To update an individual partner record, navigate to :menuselection:`CRM app " +"--> Sales --> Customers`, and click the Kanban card for the desired partner " +"to open the customer record." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:99 +msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:101 +msgid "" +"Click the :guilabel:`Partner Level` field, and select an option from the " +"drop-down menu to assign a level. Click the :guilabel:`Activation` field, " +"and select a partner activation type from the drop-down list, if desired. " +"Then, click the :guilabel:`Level Weight` field to assign a different level " +"weight, if necessary." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:107 +msgid "Publish partners" +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:109 +msgid "" +"With the Odoo *Website* and *Resellers* apps installed, a new webpage " +"(`/partners`) is created to display a list of all active partners from the " +"*CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:112 +msgid "" +"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " +"the Kanban card for a partner. From that partner's contact form, click the " +":guilabel:`Go to Website` smart button at the top of the page to open that " +"partner's webpage." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:116 +msgid "" +"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " +"use the :doc:`building blocks " +"<../../../websites/website/web_design/building_blocks>` to add any " +"additional design elements, or information about the partner." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:121 +msgid "A company summary is a useful addition to this page." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:123 +msgid "" +"After making any necessary changes to the page, click :guilabel:`Save`. At " +"the top of the page, slide the :guilabel:`Unpublished` toggle to the active," +" :guilabel:`Published` position, if needed." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst:126 +msgid "Repeat these steps for all partners." +msgstr "" + +#: ../../content/applications/sales/crm/track_leads/resellers.rst-1 +msgid "" +"An example of the partners webpage, displaying available partners by level " +"and location." +msgstr "" + #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "無人處理潛在客戶報告" @@ -6719,64 +7164,60 @@ msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 -msgid "Epson TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T70-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" @@ -7644,6 +8085,7 @@ msgstr "按一下螢幕底部的 :guilabel:`儲存`，以儲存更改。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "配置付款方式" @@ -7672,6 +8114,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "使用付款終端機付款" @@ -8206,39 +8649,43 @@ msgid "" "needed to be used with an Odoo database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 -msgid "Configure the Payment Method" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" -"First, go in the general settings of the POS app, and activate the Vantiv " -"setting." +"Enable the payment terminal in the :guilabel:`Payment Terminals` section " +":ref:`of the application settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" -"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " -"go in the payments section and access your payment methods. Create a new " -"payment method for Vantiv, select the payment terminal option Vantiv, and " -"create new Vantiv credentials." +"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " +"Methods`, and :doc:`create the related payment method " +"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " +"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 +msgid "" +"Type the name you want to give to your :guilabel:`Vantiv Credentials` and " +"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " +":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 +msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" -"To create new Vantiv credentials, fill in your merchant ID and password, " -"then save. Make sure the credentials you just created are selected, then " -"save the payment method." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to the :ref:`POS' settings ` and add " +"the payment method under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 -msgid "Pay with a Payment Terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:43 msgid "" -"In your PoS interface, at the moment of the payment, select your Vantiv " -"payment method and… that’s all." +"When processing a payment, select the related payment method. Check the " +"amount and click on :guilabel:`Send`. Once the payment is successful, the " +"status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -8527,6 +8974,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 msgid "Discounts" msgstr "折扣" @@ -9202,7 +9650,7 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:321 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:359 msgid "Advanced price rules" msgstr "" @@ -9382,19 +9830,19 @@ msgstr "" msgid "POS receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" @@ -9406,32 +9854,32 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "發票" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " @@ -9443,43 +9891,43 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." @@ -9489,23 +9937,23 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " @@ -9519,7 +9967,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " @@ -10736,7 +11184,7 @@ msgstr "你可新增的定價資料行，數量沒有上限。為租賃產品設 msgid "" "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " "and that row is deleted." -msgstr "" +msgstr "若要刪除任何租賃定價選項，請按一下 :guilabel:`🗑️ （垃圾桶）` 圖示，該行就會被刪除。" #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" @@ -10749,6 +11197,8 @@ msgid "" ":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " "return a rental." msgstr "" +"在 :guilabel:`租賃價格` 分頁的 :guilabel:`預訂` 部分，可選擇對延遲交還物品的客戶，按 :guilabel:`額外每一小時` " +"或 :guilabel:`額外每一天` 配置附加罰款。" #: ../../content/applications/sales/rental.rst:115 msgid "" @@ -10757,46 +11207,48 @@ msgid "" " orders. Such a feature may prove useful if maintenance or cleaning is " "required between rentals." msgstr "" +"你亦可選擇設定 " +":guilabel:`安全時間`（以小時為單位），使租賃產品在兩次租賃訂單之間暫時無法使用。如果產品在兩次租賃之間需要維護或清潔，此功能便可能很有用。" #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" -msgstr "" +msgstr "價格計算" #: ../../content/applications/sales/rental.rst:122 msgid "" "Odoo always uses two rules to compute the price of a product when a rental " "order is created:" -msgstr "" +msgstr "建立租賃訂單時，Odoo 必定會跟從以下兩個規則，去計算產品價格：" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." -msgstr "" +msgstr "只會使用一個價格資料行。" #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." -msgstr "" +msgstr "會選擇最便宜的資料行。" #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" -msgstr "" +msgstr "假設為產品設定了以下租賃價格：" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" -msgstr "" +msgstr "1 天：$100" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" -msgstr "" +msgstr "3 天：$250" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" -msgstr "" +msgstr "1 星期：$500" #: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" -msgstr "" +msgstr "有客戶想租用該產品 8 天。租用價錢應如何計算？" #: ../../content/applications/sales/rental.rst:136 msgid "" @@ -10804,10 +11256,11 @@ msgid "" "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" +"建立訂單後，Odoo 會選擇第二行資料行，因為這是最便宜的選項。客戶須支付 3 個「3 天」租用價格，以覆蓋 8 天的租金，總計為 $750。" #: ../../content/applications/sales/rental.rst:142 msgid "Rental orders" -msgstr "" +msgstr "租賃訂單" #: ../../content/applications/sales/rental.rst:144 msgid "" @@ -10816,31 +11269,33 @@ msgid "" ":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " "accordingly." msgstr "" +"若要在 *租賃* 應用程式中建立租賃訂單，請前往 :menuselection:`租賃應用程式 --> 訂單 --> 訂單`，然後按一下 " +":guilabel:`新增`，系統會顯示一張空白的租賃訂單，讓你跟着填寫。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a filled out rental order available in the Odoo Rental " "application." -msgstr "" +msgstr "Odoo 租賃應用程式中，已填寫的租賃訂單範例。" #: ../../content/applications/sales/rental.rst:152 msgid "" "Start by adding a :guilabel:`Customer`, then configure the desired duration " "of the rental in the :guilabel:`Rental period` field." -msgstr "" +msgstr "首先加入 :guilabel:`客戶`，然後在 :guilabel:`租賃期` 欄位中，配置所需的租賃期長度。" #: ../../content/applications/sales/rental.rst:155 msgid "" "To adjust the rental duration, click the first date in the :guilabel:`Rental" " period` field, and select the range of dates to represent the rental " "duration from the pop-up calendar form that appears." -msgstr "" +msgstr "要調整租賃期長短，請按一下 :guilabel:`租賃期` 欄位中的第一個日期，然後在出現的彈出日曆表單中，選擇代表租賃期的日期範圍。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a rental period calendar pop-up window in the Odoo Rental " "application." -msgstr "" +msgstr "Odoo 租賃應用程式中，租賃期日曆彈出視窗範例。" #: ../../content/applications/sales/rental.rst:163 msgid "" @@ -10848,6 +11303,7 @@ msgid "" "Following that, the pop-up form disappears, and the designated time period " "of the rental is represented in the :guilabel:`Duration` field." msgstr "" +"完成後，在日曆彈出視窗中按一下 :guilabel:`套用`。隨後，彈出視窗會消失，你所指定的租賃期會顯示在 :guilabel:`時長` 欄位中。" #: ../../content/applications/sales/rental.rst:167 msgid "" @@ -10855,6 +11311,7 @@ msgid "" ":guilabel:`Add a product`, and selecting the desired rental product to add " "to the form." msgstr "" +"之後是加入租賃產品，請在 :guilabel:`訂單資料行` 分頁中按一下 :guilabel:`加入產品`，然後選擇想要新增至表單中的租賃產品。" #: ../../content/applications/sales/rental.rst:171 msgid "" @@ -10862,18 +11319,19 @@ msgid "" "has been properly configured, the user can *still* adjust the " ":guilabel:`Rental period` field accordingly." msgstr "" +"如果你在正確配置 :guilabel:`租賃期` 欄位 *之前* ，已加入租賃產品，你 *仍可* 按需要調整 :guilabel:`租賃期` 欄位。" #: ../../content/applications/sales/rental.rst:174 msgid "" "Simply select the desired range of dates to represent the duration of the " "rental, then click :guilabel:`Update Rental Prices` in the " ":guilabel:`Duration` field." -msgstr "" +msgstr "只需選擇所需的日期範圍，以表示租賃期持續時間，然後按一下 :guilabel:`時長` 欄位中的 :guilabel:`更新租賃價格`。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The update rental prices option that appears in the Odoo Rental application." -msgstr "" +msgstr "Odoo 租賃應用程式中顯示的更新租賃價格選項。" #: ../../content/applications/sales/rental.rst:181 msgid "" @@ -10881,6 +11339,7 @@ msgid "" "correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " "accordingly." msgstr "" +"系統會顯示一個 :guilabel:`確認` 彈出視窗。如果一切正確，請按一下 :guilabel:`確定`，Odoo 會自動重新計算租賃價格。" #: ../../content/applications/sales/rental.rst:184 msgid "" @@ -10888,10 +11347,12 @@ msgid "" "form, click the :guilabel:`Send by Email` button to send the quotation to " "the customer, or click the :guilabel:`Confirm` button to confirm the order." msgstr "" +"在租賃訂單表格上正確輸入所有資訊後，按一下 :guilabel:`以電郵傳送` 按鈕，將報價單發送給客戶，或按一下 :guilabel:`確認` " +"按鈕以確認訂單。" #: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" -msgstr "" +msgstr "客戶簽名" #: ../../content/applications/sales/rental.rst:191 msgid "" @@ -10900,12 +11361,14 @@ msgid "" "agreement, outlining the arrangement between the company and customer, " "*before* they pick up the rental product(s)." msgstr "" +"確認租賃訂單後，會出現 :guilabel:`簽署文件` 按鈕。此功能讓你可在客戶提取租賃產品 *之前* " +"，要求客戶簽署租賃協議，列出公司與客戶之間的安排。" #: ../../content/applications/sales/rental.rst:195 msgid "" "Such documents can ensure everything is returned on-time and in its original" " condition." -msgstr "" +msgstr "這類協議文件可確保所有物品按時歸還，並在交還時保持原始狀態。" #: ../../content/applications/sales/rental.rst:198 msgid "" @@ -10915,6 +11378,9 @@ msgid "" "Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " "click :guilabel:`Save`." msgstr "" +":guilabel:`簽署文件` 的按鈕/選項， **只會** 在 *租賃* 應用程式設定中已啟動 :guilabel:`數碼文件` " +"功能時出現。要執行此操作，請前往 :menuselection:`租賃應用程式 --> 配置 --> 設定`，啟動 " +":guilabel:`數碼文件`，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/rental.rst:204 msgid "" @@ -10922,6 +11388,8 @@ msgid "" "necessary, Odoo automatically installs it after activating the " ":guilabel:`Digital Documents` setting." msgstr "" +"此功能亦需要 :doc:`電子簽名 <../productivity/sign>` 應用程式。如有需要，Odoo 會在使用者啟動 " +":guilabel:`數碼文件` 設定後，自動安裝此程式。" #: ../../content/applications/sales/rental.rst:207 msgid "" @@ -10929,12 +11397,14 @@ msgid "" "rental order, and click the :guilabel:`Sign Documents` button to reveal a " ":guilabel:`Sign Documents` pop-up window." msgstr "" +"若想要求客戶在租賃協議上簽名，請選擇一張已確認的租賃訂單，然後按一下 :guilabel:`簽署文件` 按鈕，系統會顯示 " +":guilabel:`簽署文件` 彈出視窗。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The Sign Documents pop-up window that appears in the Odoo Rental " "application." -msgstr "" +msgstr "Odoo 租賃應用程式中顯示的「簽署文件」彈出視窗。" #: ../../content/applications/sales/rental.rst:214 msgid "" @@ -10942,65 +11412,67 @@ msgid "" "Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " ":guilabel:`New Signature Request` pop-up window." msgstr "" +"在此處，請於 :guilabel:`文件範本` 欄位選擇所需的文件。然後，按一下 :guilabel:`簽署文件`，系統會顯示 " +":guilabel:`新簽名請求` 彈出視窗。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The New Signature Request pop-up window that appears in the Odoo Rental " "application." -msgstr "" +msgstr "Odoo 租賃應用程式中顯示的「新簽名請求」彈出視窗。" #: ../../content/applications/sales/rental.rst:221 msgid "" "Upon confirming the information in the :guilabel:`New Signature Request` " "pop-up form, click :guilabel:`Sign Now` to initiate the signing process." -msgstr "" +msgstr "確認 :guilabel:`新簽名請求` 彈出表單的資料後，按一下 :guilabel:`現在簽名` 以啟動簽名程序。" #: ../../content/applications/sales/rental.rst:224 msgid "" "A separate page is then revealed, showcasing the document to be signed, " "which is accessible to the customer via the customer portal." -msgstr "" +msgstr "然後，會顯示另一個單獨的頁面，顯示需要簽名的文件。客戶可透過客戶門戶網站，存取該文件。" #: ../../content/applications/sales/rental.rst:227 msgid "" "Odoo guides the customer through the signing process with clear, clickable " "indicators, and allows them to create electronic signatures to quickly " "complete the form." -msgstr "" +msgstr "Odoo 會以清晰、可點按的指示器，引導客戶完成簽名流程。系統亦允許他們建立電子簽名，以快速完成表單。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The adopt your signature pop-up window that appears in the Odoo Rental " "application." -msgstr "" +msgstr "Odoo 租賃應用程式中的「採用你的簽名」彈出視窗。" #: ../../content/applications/sales/rental.rst:234 msgid "" "Once the document has been signed and completed, click the " ":guilabel:`Validate & Send Completed Document` button at the bottom of the " "document." -msgstr "" +msgstr "簽署及完成文件後，按一下文件底部的 :guilabel:`驗證並傳送已完成文件` 按鈕。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The validate and send completed document button in the Odoo Rental " "application." -msgstr "" +msgstr "Odoo 租賃應用程式中的「驗證並傳送已完成文件」按鈕。" #: ../../content/applications/sales/rental.rst:241 msgid "" "Upon clicking the :guilabel:`Validate & Send Completed Document` button, " "Odoo presents the option to download the signed document for record-keeping " "purposes, if necessary." -msgstr "" +msgstr "按下 :guilabel:`驗證並傳送已完成文件` 按鈕後，Odoo 會提供選項，供使用者下載已簽名文件作存檔用途（如有需要）。" #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" -msgstr "" +msgstr "`Odoo 教學：電子簽名 `_" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" -msgstr "" +msgstr "領取產品" #: ../../content/applications/sales/rental.rst:252 msgid "" @@ -11009,15 +11481,17 @@ msgid "" ":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " "appears." msgstr "" +"客戶前來提取產品時，你可開啟相應的租賃訂單，按一下 :guilabel:`提取` 按鈕，然後在出現的 :guilabel:`驗證提取` " +"彈出表單中，按一下 :guilabel:`驗證`。" #: ../../content/applications/sales/rental.rst:256 msgid "" "Doing so places a :guilabel:`Picked-up` status banner on the rental order." -msgstr "" +msgstr "執行此操作後，系統會在租賃訂單上顯示 :guilabel:`已取貨` 狀態橫幅。" #: ../../content/applications/sales/rental.rst:259 msgid "Return products" -msgstr "" +msgstr "歸還產品" #: ../../content/applications/sales/rental.rst:261 msgid "" @@ -11026,55 +11500,57 @@ msgid "" "clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " "form that appears." msgstr "" +"客戶交還產品時，請開啟相應的租賃訂單，按一下 :guilabel:`交還` 按鈕，然後在出現的 :guilabel:`驗證交還` 彈出表單中，按一下 " +":guilabel:`驗證` 以驗證交還。" #: ../../content/applications/sales/rental.rst:265 msgid "" "Doing so places a :guilabel:`Returned` status banner on the rental order." -msgstr "" +msgstr "執行此操作後，系統會在租賃訂單上顯示 :guilabel:`已交還` 狀態橫幅。" #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" -msgstr "" +msgstr "列印取貨及交還收據" #: ../../content/applications/sales/rental.rst:270 msgid "" "Pickup and return receipts can be printed for customers when they pick up " "and/or return rental products." -msgstr "" +msgstr "客戶前來提取及/或歸還租賃產品時，你可以為客戶列印提取及交還收據。" #: ../../content/applications/sales/rental.rst:273 msgid "" "To print pickup and/or return receipts, navigate to the appropriate rental " "order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." -msgstr "" +msgstr "若要列印取貨及/或交還收據，請開啟相應的租賃訂單，按一下 :guilabel:`⚙️ （齒輪）` 圖示，以顯示下拉式功能表。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The pickup and return receipt print option in the Odoo Rental application." -msgstr "" +msgstr "Odoo 租賃應用程式中，列印取貨及交還收據的選項。" #: ../../content/applications/sales/rental.rst:280 msgid "" "From this drop-down menu, hover over the :guilabel:`Print` option to reveal " "a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." -msgstr "" +msgstr "在此下拉式選單中，將滑鼠停留在 :guilabel:`列印` 選項上，以顯示子選單，然後選擇 :guilabel:`取貨及交還收據`。" #: ../../content/applications/sales/rental.rst:283 msgid "" "Odoo generates and downloads a PDF, detailing all information about the " "current status of the rented item(s)." -msgstr "" +msgstr "Odoo 會產生並下載一份 PDF 文件，詳細交代有關租賃項目目前狀態的所有資訊。" #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." -msgstr "" +msgstr "**Odoo 銷售** 是協助你運行銷售流程（由報價單至銷售訂單）、交付已售產品，以及就售出貨品開立發票的應用程式。" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" -msgstr "" +msgstr "`Odoo 教學：銷售教程 `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" @@ -11480,6 +11956,7 @@ msgstr "" msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 msgid "Manage errors when synchronizing deliveries" @@ -13601,7 +14078,7 @@ msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 -#: ../../content/applications/sales/sales/invoicing/expense.rst:226 +#: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 @@ -14190,23 +14667,77 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 +msgid "" +"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " +":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " +"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " +"expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:163 +msgid "" +"It should be noted that **not** all of the default expense categories that " +"come installed with the *Expenses* application have reinvoicing policies " +"activated. The setting may have to be manually activated." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +msgid "" +"To do that, navigate to :menuselection:`Expenses app --> Configuration --> " +"Expenses Categories` to view a list of all expense categories in the " +"database." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:170 +msgid "" +"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " +"have been made for each expense category." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses column on the Expense Categories page in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:177 +msgid "" +"To modify an expense category, click the :icon:`fa-arrow-right` " +":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " +"specific expense from." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:180 +msgid "" +"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " +"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " +"price`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:0 +msgid "" +"The Re-Invoice Expenses field on an Expense Category form in the Odoo " +"Expenses app." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:161 +#: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:164 +#: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:167 +#: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " @@ -14219,7 +14750,7 @@ msgid "" "Lines tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:174 +#: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " @@ -14232,14 +14763,14 @@ msgid "" "clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:181 +#: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:184 +#: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." @@ -14251,14 +14782,14 @@ msgid "" "form." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:191 +#: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:194 +#: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " @@ -14266,7 +14797,7 @@ msgid "" "modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:198 +#: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " @@ -14274,7 +14805,7 @@ msgid "" "automatically downloaded for record-keeping and/or printing purposes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:202 +#: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." @@ -14285,7 +14816,7 @@ msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:209 +#: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " @@ -14298,7 +14829,7 @@ msgstr "" msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:217 +#: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " @@ -14306,12 +14837,12 @@ msgid "" "the workflow." msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:227 +#: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/expense.rst:228 +#: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" @@ -16826,7 +17357,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:337 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:375 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." @@ -17302,13 +17833,65 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" +"The *Discounts* feature allows the ability to set a discount or increase the" +" price on *individual items* in a sales order. This is calculated as a " +"percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:326 +msgid "" +"To access discounts, navigate to the *Sales* app setting page " +"(:menuselection:`Sales app --> Configuration --> Settings`), and click the " +":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 +msgid "" +"After the setting has been activated, navigate to the desired quotation by " +"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " +"the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 +msgid "" +"In the order lines section of the quotation form, a new column heading will " +"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " +"individual line items. Enter the desired discount for each product line and " +"the new price will automatically be calculated in the quote " +":guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:344 +msgid "" +"A discount can also be added directly to a sales order in the same way. " +"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " +"desired sales order, and add the discount to :guilabel:`Disc.%` as described" +" above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 +msgid "" +"Positive values for :guilabel:`Disc.%` will apply a *discount*, while " +"negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:327 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " @@ -17317,7 +17900,7 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:332 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:370 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " @@ -17326,13 +17909,13 @@ msgid "" " Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:340 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " @@ -17344,35 +17927,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:392 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:357 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:395 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:361 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:399 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " @@ -17380,7 +17963,7 @@ msgid "" " appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:367 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:405 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -17389,7 +17972,7 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " @@ -17397,14 +17980,14 @@ msgid "" "advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:377 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:419 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " @@ -17418,7 +18001,7 @@ msgid "" " Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:389 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " @@ -17426,29 +18009,29 @@ msgid "" " sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:400 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:402 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:440 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:444 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " @@ -17460,47 +18043,47 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:415 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid "Conditions" msgstr "條件" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:455 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:423 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:461 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:463 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:426 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:464 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:429 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:467 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " @@ -17508,31 +18091,31 @@ msgid "" "Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:471 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:475 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:442 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:480 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:446 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:485 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" @@ -17964,7 +18547,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "" @@ -18402,11 +18985,11 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" -" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " -"dashboard, and :guilabel:`eCommerce` pages." +" appear on the *Product Configurator*, *Point of Sale* dashboard, and " +"*eCommerce* pages." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " @@ -18417,24 +19000,123 @@ msgstr "" msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" -"Next, in the optional :guilabel:`Category` field, select a category from a " -"drop-down menu to group similar attributes under the same section for added " -"specificity and organization." +"Next, select one of the options from the :guilabel:`Display Type` field. The" +" :guilabel:`Display Type` determines how this product is shown on the online" +" store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 +msgid "The :guilabel:`Display Type` options are:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 +msgid "" +":guilabel:`Pills`: options appear as selectable buttons on the product page " +"of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 +msgid "" +":guilabel:`Color`: options appear as small, colored squares, which reflect " +"any HTML color codes" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 +msgid "" +":guilabel:`Radio`: options appear in a bullet-style list on the product page" +" of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 +msgid "" +":guilabel:`Select`: options appear in a drop-down menu on the product page " +"of the online store. set, on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 +msgid "" +":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" +" on the product page of the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 +msgid "Display Types on Product Configurator on the online store in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 +msgid "" +"The :guilabel:`Variant Creation Mode` field informs Odoo when to " +"automatically create a new variant once an attribute is added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 +msgid "" +"The :guilabel:`Variant Creation Mode` field **must** be set to " +":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " +"(option)` to work properly as the :guilabel:`Display Type`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 +msgid "" +":guilabel:`Instantly`: creates all possible variants as soon as attributes " +"and values are added to a product template." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 +msgid "" +":guilabel:`Dynamically`: creates variants **only** when corresponding " +"attributes and values are added to a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 +msgid ":guilabel:`Never (option)`: never automatically creates variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 +msgid "" +"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " +"cannot be edited." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 +msgid "" +"The :guilabel:`eCommerce Filter Visibility` field determines whether or not " +"these attribute options are visible to the customer on the front-end, as " +"they shop on the online store." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 +msgid "" +":guilabel:`Visible`: the attribute values are visible to customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 +msgid "" +":guilabel:`Hidden`: the attribute values are hidden from customers on the " +"front-end." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 +msgid "" +"Lastly, in the optional :guilabel:`eCommerce Category` field, select a " +"category from a drop-down menu to group similar attributes under the same " +"section for added specificity and organization." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " -"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " -":guilabel:`Category` field. Doing so reveals that attribute category's " -"detail form." +"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " +"far-right of the :guilabel:`eCommerce Category` field, once an option has " +"been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 @@ -18443,7 +19125,7 @@ msgid "" "arrow icon." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " @@ -18451,20 +19133,20 @@ msgid "" " of priority." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " @@ -18472,110 +19154,23 @@ msgid "" "attribute category can be configured and customized." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 -msgid "" -"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " -"options. The :guilabel:`Display Type` determines how this product is shown " -"on the online store, :guilabel:`Point of Sale` dashboard, and " -":guilabel:`Product Configurator`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 -msgid "The :guilabel:`Display Type` options are:" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 -msgid "" -":guilabel:`Radio`: options appear in a bullet-style list on the product page" -" of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 -msgid "" -":guilabel:`Pills`: options appear as selectable buttons on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 -msgid "" -":guilabel:`Select`: options appear in a drop-down menu on the product page " -"of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 -msgid "" -":guilabel:`Color`: options appear as small, colored squares, which reflect " -"any HTML color codes set, on the product page of the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 -msgid "Display Types on Product Configurator on the online store in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 -msgid "" -"The :guilabel:`Variants Creation Mode` field informs Odoo when to " -"automatically create a new variant once an attribute is added to a product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 -msgid "" -":guilabel:`Instantly`: creates all possible variants as soon as attributes " -"and values are added to a product template." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 -msgid "" -":guilabel:`Dynamically`: creates variants **only** when corresponding " -"attributes and values are added to a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 -msgid ":guilabel:`Never (option)`: never automatically creates variants." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 -msgid "" -"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " -"cannot be edited." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 -msgid "" -"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" -" these attribute options are visible to the customer on the front-end, as " -"they shop on the online store." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 -msgid "" -":guilabel:`Visible`: the attribute values are visible to customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 -msgid "" -":guilabel:`Hidden`: the attribute values are hidden from customers on the " -"front-end." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " @@ -18583,7 +19178,7 @@ msgid "" "specific to this particular value)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " @@ -18596,7 +19191,7 @@ msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." @@ -18608,26 +19203,26 @@ msgid "" "attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " @@ -18635,7 +19230,7 @@ msgid "" "attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " @@ -18644,7 +19239,7 @@ msgid "" "product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." @@ -18654,14 +19249,14 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " @@ -18669,7 +19264,7 @@ msgid "" ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " @@ -18677,28 +19272,28 @@ msgid "" "proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " @@ -18711,19 +19306,19 @@ msgid "" "product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." @@ -18735,14 +19330,14 @@ msgid "" "general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " @@ -18750,11 +19345,11 @@ msgid "" "products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" @@ -18768,7 +19363,7 @@ msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " @@ -18781,57 +19376,57 @@ msgid "" "form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" @@ -19425,7 +20020,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -19556,7 +20151,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:250 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -19573,7 +20168,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -19604,7 +20199,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -19625,7 +20220,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -20581,7 +21176,7 @@ msgid "" "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20589,19 +21184,27 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 +msgid "" +"In Odoo 17, it is now possible to add event-related products (booths and " +"registrations) to quotation templates. To do so, click the " +":guilabel:`Product` field, type in `Event`, and select the desired event-" +"related product from the resulting drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20610,13 +21213,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20624,24 +21227,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20649,7 +21252,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20660,7 +21263,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20668,63 +21271,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 msgid "PDF Quote Builder tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20734,7 +21337,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20746,7 +21349,7 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " @@ -20754,13 +21357,13 @@ msgid "" "learn more." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " @@ -20769,7 +21372,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" -msgstr "訂閱" +msgstr "定期訂購" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" @@ -20781,56 +21384,63 @@ msgid "" "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" +"Odoo *定期訂購* 應用程式，是用作營運經常性業務：包括 :ref:`銷售新合約 " +"`、:doc:`向客戶追加銷售 " +"`、控制客戶流失，以及為主要的績效指標 :abbr:`KPI " +"(Key Performance Indicators)` :doc:`產生報告 " +"`，例如每月經常收入 :abbr:`MRR (Monthly " +"Recurring Revenue)`、每年經常收入 :abbr:`ARR (Annual Recurring " +"Revenue)`、客戶留存率、客戶流失數據等。" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" -msgstr "" +msgstr "`Odoo 教學：定期訂購 `_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/products`" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/ecommerce`" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/plans`" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/upselling`" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/renewals`" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/closing`" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/automatic_alerts`" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/scheduled_actions`" #: ../../content/applications/sales/subscriptions.rst:24 msgid ":doc:`/applications/sales/subscriptions/reports`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions/reports`" #: ../../content/applications/sales/subscriptions.rst:29 msgid "Subscription quotations" -msgstr "" +msgstr "定期訂購報價" #: ../../content/applications/sales/subscriptions.rst:32 msgid "Sales orders with a defined recurrence become subscriptions." -msgstr "" +msgstr "若銷售訂單設有已定義的重複周期，便會成為「定期訂購」（subscription，或稱訂閱）。" #: ../../content/applications/sales/subscriptions.rst:34 msgid "" @@ -20838,12 +21448,15 @@ msgid "" "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" +"若要建立新的定期訂購，請在 *定期訂購* 或 :doc:`銷售 ` 應用程式中，按一下 " +":guilabel:`新增`。你可選擇：" #: ../../content/applications/sales/subscriptions.rst:37 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" +"選擇一個 :doc:`定期訂購計劃 ` 以立即預先填寫報價單，或" #: ../../content/applications/sales/subscriptions.rst:39 msgid "" @@ -20851,6 +21464,8 @@ msgid "" "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" +"如常填寫報價單，期間確保有選擇重複周期及結束日期（如有需要），並加入 :doc:`經常性產品 " +"`。" #: ../../content/applications/sales/subscriptions.rst:43 msgid "" @@ -20859,6 +21474,9 @@ msgid "" "` " "feature." msgstr "" +"你可啟用 :doc:`客戶地址 " +"` " +"功能，定義不同的發票地址及送貨地址。" #: ../../content/applications/sales/subscriptions.rst:49 msgid "Confirmation" @@ -20869,18 +21487,18 @@ msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." -msgstr "" +msgstr "按一下 :guilabel:`以電郵發送`，將報價單發送給客戶進行確認，或按 :guilabel:`確認` 以立即確認。" #: ../../content/applications/sales/subscriptions.rst:55 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." -msgstr "" +msgstr "按一下 :guilabel:`客戶預覽` 以預覽客戶門戶網站，客戶可在該處查看報價單、簽名、付款以及與你溝通。" #: ../../content/applications/sales/subscriptions.rst:61 msgid "Automatic payments" -msgstr "" +msgstr "自動付款" #: ../../content/applications/sales/subscriptions.rst:63 msgid "" @@ -20889,13 +21507,15 @@ msgid "" " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" +"你可要求客戶設立自動付款方式，要求他們必須為訂購計劃的首段收費期預先付款，才可確認報價單。要執行此操作，請前往報價單的 :guilabel:`其他資訊`" +" 分頁，然後啟用 :guilabel:`線上確認` 欄位中的 :guilabel:`付款` 選項。" #: ../../content/applications/sales/subscriptions.rst:68 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." -msgstr "" +msgstr "如果不啟用 :guilabel:`付款`，客戶無需預先付款也可開始訂閱。這意味付款並非自動進行，此後客戶必須手動支付每張發票。" #: ../../content/applications/sales/subscriptions.rst:73 msgid "" @@ -20904,6 +21524,8 @@ msgid "" "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" +"若線上確認需要預先付款，客戶只可選用提供 :ref:`權杖化功能 ` 的 " +":ref:`付款服務商 `。這可確保在每個新周期時，自動向客戶收費。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" @@ -21266,7 +21888,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182 #: ../../content/applications/sales/subscriptions/upselling.rst:107 msgid ":doc:`../subscriptions`" -msgstr "" +msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167 #: ../../content/applications/sales/subscriptions/closing.rst:106 @@ -21275,7 +21897,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:183 #: ../../content/applications/sales/subscriptions/upselling.rst:108 msgid ":doc:`plans`" -msgstr "" +msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168 #: ../../content/applications/sales/subscriptions/closing.rst:107 @@ -21284,7 +21906,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:184 #: ../../content/applications/sales/subscriptions/upselling.rst:109 msgid ":doc:`products`" -msgstr "" +msgstr ":doc:`products`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169 msgid ":doc:`../../essentials/in_app_purchase`" @@ -21463,49 +22085,50 @@ msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Subscriptions in the eCommerce shop" -msgstr "" +msgstr "網店/電子商務商店的定期訂購" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." -msgstr "" +msgstr "訂閱制產品可以像一般產品一樣，放在 Odoo *電子商務* 商店中銷售。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:7 msgid "" "However, by default, the eCommerce product page **only** displays the " "shortest recurrence period listed in the :guilabel:`Recurring Prices` tab of" " the product form." -msgstr "" +msgstr "但是，在預設情況下，電子商務產品的頁面 **只會** 顯示產品表單 :guilabel:`經常性價格` 分頁中列出的最短重複周期。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:10 msgid "" "For example, if a subscription product has *monthly* and *annaul* recurrence" " periods configured, then *only* the monthly price appears on the eCommerce " "page for that product, by default." -msgstr "" +msgstr "舉例，如果訂閱產品已配置 *每月* 及 *每年* 重複周期，該產品的電子商務頁面，預設便 *只會* 顯示 **每月** 價格。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:13 msgid "" "To add more recurrence periods to the eCommerce product page, create a " "*product variant* for each recurrence period." -msgstr "" +msgstr "若要為電子商務產品頁面新增更多重複周期，請為每個重複周期建立一個 *產品款式* （或稱變體）。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Configure subscription products " "`" -msgstr "" +msgstr ":doc:`配置定期訂購產品 `" #: ../../content/applications/sales/subscriptions/ecommerce.rst:18 msgid "" ":doc:`Product variants " "`" msgstr "" +":doc:`產品款式 `" #: ../../content/applications/sales/subscriptions/ecommerce.rst:21 msgid "Create recurrence periods as product variants" -msgstr "" +msgstr "建立重複周期作為產品款式變體" #: ../../content/applications/sales/subscriptions/ecommerce.rst:23 msgid "" @@ -21514,6 +22137,8 @@ msgid "" "product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add " "a line`." msgstr "" +"若要將不同重複周期設定為產品變體，請前往 :menuselection:`定期訂購應用程式 --> 產品 --> 產品`，然後選擇一個產品。之後，在 " +":guilabel:`屬性及變體` 分頁中，按一下 :guilabel:`加入資料行`。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:27 msgid "" @@ -21522,13 +22147,15 @@ msgid "" "from the mini drop-down menu that appears. This attribute name appears as " "option heading on the product page of the eCommerce shop." msgstr "" +"然後，需要建立名為 `收費周期` （或類似名稱）的 :guilabel:`屬性`。方法是輸入屬性名稱，並在顯示的迷你下拉式選單中，按一下 " +":guilabel:`建立`。在電子商務商店產品頁面上，此屬性名稱會顯示為選項標題。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:31 msgid "" "Next, create :guilabel:`Values` that correspond to the recurrence periods " "that are configured in the :guilabel:`Recurring Prices` tab of the product " "form." -msgstr "" +msgstr "之後，建立與產品表單 :guilabel:`經常性價格` 分頁中已配置的重複周期相對應的 :guilabel:`值`。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:34 msgid "" @@ -21537,18 +22164,22 @@ msgid "" ":guilabel:`Attributes & Variants` tab. Then, click :guilabel:`Create` from " "the mini drop-down menu that appears." msgstr "" +"要執行此操作，請在 :guilabel:`屬性及變體` 分頁中相同 :guilabel:`屬性` 資料行的 :guilabel:`值` " +"欄位中，輸入重複周期的名稱。然後，在顯示的迷你下拉式選單中，按一下 :guilabel:`建立`。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:38 msgid "" "These value names appear as selectable options on the product page of the " "eCommerce shop." -msgstr "" +msgstr "這些值的名稱，在電子商務商店的產品頁面上，會顯示為可選取選項。" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n" "the product form." msgstr "" +"在產品表單的「屬性及變體」分頁中，配置為產品變體\n" +"的重複周期。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:45 msgid "" @@ -21557,26 +22188,28 @@ msgid "" "the different :guilabel:`Product Variants` to their corresponding recurrence" " :guilabel:`Period` and :guilabel:`Price`." msgstr "" +"完成填寫並儲存這些配置後，:guilabel:`經常性價格` 分頁會顯示 :guilabel:`產品變體` 直欄。請繼續將不同的 " +":guilabel:`產品變體` 分配至對應的重複 :guilabel:`周期` 及 :guilabel:`價格`。" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Product variants on the \"Time-based pricing\" tab of the product form." -msgstr "" +msgstr "產品表單上「以時間定價」分頁的產品變體。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:53 msgid "" "After following those aforementioned steps, the product variants are " "available for selection on the eCommerce product page." -msgstr "" +msgstr "執行上述步驟後，便可在電子商務產品頁面上，選擇產品變體。" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants on the eCommerce product " "page." -msgstr "" +msgstr "在電子商務產品頁面上，配置為產品變體的重複周期。" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" -msgstr "" +msgstr "定期訂購計劃" #: ../../content/applications/sales/subscriptions/plans.rst:5 msgid "" @@ -21585,10 +22218,12 @@ msgid "" "preconfigure quotations with subscription products. Use subscription plans " "to quickly create subscription orders." msgstr "" +"**定期訂購計劃** （或稱訂閱方案、服務計劃等）是用於預先配置訂閱產品報價的 :doc:`報價單範本 " +"`。運用訂閱方案，你可快速建立訂閱訂單。" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" -msgstr "" +msgstr "配置定期訂購計劃" #: ../../content/applications/sales/subscriptions/plans.rst:12 msgid "" @@ -21596,33 +22231,35 @@ msgid "" "Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, " "or select an existing plan to edit it." msgstr "" +"要配置服務計劃，請前往 :menuselection:`定期訂購 --> 配置 --> 計劃`。然後，按一下 :guilabel:`新增` " +"建立新計劃，或選擇現有計劃進行編輯。" #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." -msgstr "" +msgstr "由於 Odoo *定期訂購* 應用程式與 *銷售* 應用程式緊密整合，因此訂閱計劃使用的表格，與報價單範本相同。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." -msgstr "" +msgstr "定期訂購計劃（報價單範本）配置表單。" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" -msgstr "" +msgstr "定期訂購計劃表單包含以下選項：" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." -msgstr "" +msgstr ":guilabel:`名稱`：在頁面頂部輸入訂閱計劃的名稱。" #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." -msgstr "" +msgstr ":guilabel:`報價失效時限`：輸入報價單在多少天之後過期，以報價單發送給客戶之日起計。若將此欄位保留為零，報價將永不過期。" #: ../../content/applications/sales/subscriptions/plans.rst:28 msgid "" @@ -21632,6 +22269,8 @@ msgid "" "Enable both to leave the choice to the customer. Enable neither to only " "confirm the quotation in the backend." msgstr "" +":guilabel:`線上確認`：勾選 :guilabel:`簽名` 或 :guilabel:`付款` " +"旁的方格，讓客戶能透過簽名或支付報價，去確認自己的定期訂購訂單。若勾選兩者，可將選擇權留給客戶。若兩者均不啟用，報價便只可在後台確認。" #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid "" @@ -21640,18 +22279,20 @@ msgid "" " that is automatically sent to the customer after the quotation is " "confirmed. Leave this field blank to send nothing." msgstr "" +":guilabel:`確認郵件`：報價確認後，自動傳送給客戶的確認郵件的 :doc:`電郵範本 " +"`。若將此欄位留空，系統不會發送任何內容。" #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" "To create a new email template, enter a name for the template, then click " ":guilabel:`Create and edit`." -msgstr "" +msgstr "若要建立新的電子郵件範本，請為範本輸入一個名稱，然後按一下 :guilabel:`建立並編輯`。" #: ../../content/applications/sales/subscriptions/plans.rst:39 msgid "" "To edit an existing email template, select one from the drop-down menu, then" " click on the :guilabel:`Internal link` arrow at the end of the line." -msgstr "" +msgstr "要編輯現有電郵範本，請從下拉式選單中選擇一個範本，然後按一下資料行末尾的 :guilabel:`內部連結` 箭頭。" #: ../../content/applications/sales/subscriptions/plans.rst:42 msgid "" @@ -21659,32 +22300,36 @@ msgid "" "recurrence periods available here are the same ones that are configured in " ":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`." msgstr "" +":guilabel:`重複周期`：選擇該計劃使用的重複周期。此處可用的重複周期，與 :menuselection:`定期訂購應用程式 --> 配置 " +"--> 重複周期` 中配置的周期相同。" #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" -msgstr "" +msgstr "選擇使用 :guilabel:`重複周期` 後，會將報價範本轉換為訂閱方案，並啟用以下附加選項：" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" +":guilabel:`持續時間`：選擇訂閱方案有沒有結束日期。:guilabel:`永久` 表示沒有期限；:guilabel:`固定` " +"表示有特定持續時間。" #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." -msgstr "" +msgstr "若持續時間設為 :guilabel:`永久`，訂閱計劃將不斷續訂，直至客戶或公司手動結束訂閱。" #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." -msgstr "" +msgstr "若持續時間為 :guilabel:`固定`，便需要輸入 :guilabel:`結束時限` 日期。該日期表示訂閱經歷多久後會自動結束。" #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" @@ -21692,23 +22337,26 @@ msgid "" "terminate their subscription from the :doc:`customer portal " "`." msgstr "" +":guilabel:`可自行關閉`：勾選此方格可使客戶能夠從 :doc:`客戶門戶網站 " +"` " +"（或稱客戶頁面）自行終止訂購計劃。" #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." -msgstr "" +msgstr ":guilabel:`自動關閉`：輸入一個天數，表示若在到期日起計這個天數之後仍 *未付款* ，訂購計劃將自動關閉。" #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." -msgstr "" +msgstr ":guilabel:`發票日記賬`：選擇用作記錄有關此訂購計劃的發票的會計日記賬。若將此欄位留空，系統會使用順序最低的銷售日記賬。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." -msgstr "" +msgstr "選擇了「重複周期」的訂購方案。" #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" @@ -21717,12 +22365,14 @@ msgid "" "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" +"在 :guilabel:`資料行` 分頁，你可為報價單建立訂單資料行。按一下 :guilabel:`加入產品`，選擇要包含在計劃中的產品，然後輸入 " +":guilabel:`數量` 及 :guilabel:`計量單位`。訂單資料行可按你的需要，加入任何數目的產品。" #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." -msgstr "" +msgstr "在 :guilabel:`可選購產品` 分頁中，輸入客戶在確認訂單之前，可以新增至報價單的任何可選購產品。" #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" @@ -21732,20 +22382,24 @@ msgid "" "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" +"若訂購方案有獨特的 :doc:`條款及條件 " +"`，請將資料加入至" +" :guilabel:`條款及條件` 分頁。一旦在計劃中指定了特有條款及條件，便會使用這些條款，而非使用在 *銷售* " +"應用程式設定中設定的預設條款及條件。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." -msgstr "" +msgstr "定期訂購計劃的「條款及條件」分頁。" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" -msgstr "" +msgstr "在報價中使用訂購計劃" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." -msgstr "" +msgstr "訂閱制產品的報價，可在 *定期訂購* 應用程式或 *銷售* 應用程式中建立。" #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" @@ -21753,13 +22407,15 @@ msgid "" "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" +"在 :guilabel:`定期訂購` 概覽畫面中，按一下 :guilabel:`新增` 建立新報價。然後，在 :guilabel:`訂購計劃` " +"欄位中選擇訂閱方案。" #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." -msgstr "" +msgstr "訂購計劃的 :guilabel:`重複周期`、產品，以及其他資訊，都會自動填寫。" #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" @@ -21767,17 +22423,19 @@ msgid "" "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" +"在 :guilabel:`銷售` 概覽畫面中，按一下 :guilabel:`新增` 建立新報價。然後，在 :guilabel:`報價範本` " +"欄位中選擇訂閱方案。" #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." -msgstr "" +msgstr "所有訂閱型訂單都會在 :guilabel:`定期訂購` 概覽畫面上顯示，不論是從 *定期訂購* 抑或 *銷售* 應用程式中建立。" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" -msgstr "" +msgstr "定期訂購產品" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" @@ -21786,86 +22444,88 @@ msgid "" "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" +"透過與 Odoo *銷售* 應用程式緊密整合， *定期訂購* " +"應用程式讓使用者能夠在售賣正常產品的同時，銷售訂閱類型產品。常規產品是一次性完成銷售的，而訂閱制產品則是以續訂形式連續銷售，從而產生經常性收入。" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." -msgstr "" +msgstr "在 Odoo 中，訂閱制產品也稱為 *經常性* 產品。" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" -msgstr "" +msgstr "配置重複周期" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." -msgstr "" +msgstr "開始使用訂閱制產品之前，必須根據需要，配置正確的 *重複周期* 。" #: ../../content/applications/sales/subscriptions/products.rst:16 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." -msgstr "" +msgstr "重複周期是服務計劃續訂的時間段。此周期會決定客戶付款及收取訂閱制產品的頻率。" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." -msgstr "" +msgstr "要設定重複周期，請前往 :menuselection:`定期訂購應用程式 --> 配置 --> 重複周期`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." -msgstr "" +msgstr "Odoo 定期訂購應用程式中的重複周期頁面。" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" -msgstr "" +msgstr "*定期訂購* 應用程式已預設了一些基本的重複周期：" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" -msgstr "" +msgstr ":guilabel:`每月`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" -msgstr "" +msgstr ":guilabel:`每季`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" -msgstr "" +msgstr ":guilabel:`每星期`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" -msgstr "" +msgstr ":guilabel:`2 星期`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" -msgstr "" +msgstr ":guilabel:`每年`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" -msgstr "" +msgstr ":guilabel:`3 年`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" -msgstr "" +msgstr ":guilabel:`5 年`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." -msgstr "" +msgstr "使用者可以隨時新增及/或編輯現有的重複周期。" #: ../../content/applications/sales/subscriptions/products.rst:38 msgid "" "To create a new recurrence period, click :guilabel:`New` on the " ":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence " "period form." -msgstr "" +msgstr "要建立新的重複周期，請按一下 :guilabel:`重複周期` 頁面上的 :guilabel:`新增`。系統會顯示一張空白的重複周期表格。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." -msgstr "" +msgstr "Odoo 定期訂購應用程式中的重複周期表單。" #: ../../content/applications/sales/subscriptions/products.rst:45 msgid "" @@ -21873,6 +22533,7 @@ msgid "" "recurrence period, and select the :guilabel:`Unit` that defines the " "duration." msgstr "" +"然後，輸入重複周期的 :guilabel:`名稱` 及 :guilabel:`持續時間`，並選擇定義該持續時間的 :guilabel:`單位`。" #: ../../content/applications/sales/subscriptions/products.rst:49 msgid "" @@ -21880,16 +22541,17 @@ msgid "" "subscriptions. The daily recurrence is meant for rentals, and **cannot** be " "added on recurring subscription sales orders." msgstr "" +"請留意，訂閱的重複周期 **不可** 設為 :guilabel:`天`。「每日」的重複周期只適用於租賃， **不可** 加入至定期訂購銷售訂單。" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." -msgstr "" +msgstr "此限制是為了避免銷售訂單每日生成發票。" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" -msgstr "" +msgstr "產品表格配置" #: ../../content/applications/sales/subscriptions/products.rst:57 msgid "" @@ -21897,12 +22559,13 @@ msgid "" ":menuselection:`Subscriptions app --> Products --> Products`, and click " ":guilabel:`New`." msgstr "" +"要建立新的訂閱制產品，請前往 :menuselection:`定期訂購應用程式 --> 產品 --> 產品`，然後按一下 :guilabel:`新增`。" #: ../../content/applications/sales/subscriptions/products.rst:60 msgid "" "Doing so reveals a blank product form, which can be configured and " "customized in a number of ways." -msgstr "" +msgstr "系統會顯示一個空白的產品表單，你可透過多種方式進行配置及自訂。" #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" @@ -21910,6 +22573,8 @@ msgid "" "Odoo to recognize it as a subscription product. Be sure to leave the " ":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled." msgstr "" +"預設情況下， :guilabel:`經常性` 選項會是已啟用，提示 Odoo 將產品識別為訂閱類型產品。請確保 :guilabel:`經常性` 及 " +":guilabel:`可出售` 選項均已啟用。" #: ../../content/applications/sales/subscriptions/products.rst:67 msgid "" @@ -21917,10 +22582,12 @@ msgid "" " as well. However, subscription products *can* be set to other types, if " "needed." msgstr "" +"同樣，在預設情況下，:guilabel:`產品類型` 欄位會設為 :guilabel:`服務`。不過，如果有需要，訂閱制產品 **可以** " +"設定為其他類型。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." -msgstr "" +msgstr "Odoo 定期訂購應用程式中的基本訂閱產品表單。" #: ../../content/applications/sales/subscriptions/products.rst:75 msgid "Time-based pricing" @@ -21930,18 +22597,18 @@ msgstr "基於時間價格" msgid "" "Once the desired fields in the :guilabel:`General Information` tab have been" " entered, click the :guilabel:`Time-based pricing` tab on the product form." -msgstr "" +msgstr "在 :guilabel:`一般資訊` 分頁中完成輸入所需欄位後，請在產品表單上按一下 :guilabel:`以時間定價` 分頁。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." -msgstr "" +msgstr "Odoo 定期訂購中，訂閱產品表單上的「以時間定價」分頁。" #: ../../content/applications/sales/subscriptions/products.rst:84 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." -msgstr "" +msgstr "在此處，按一下 :guilabel:`新增價格`，以開始定義經常性價格。" #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "" @@ -21949,22 +22616,24 @@ msgid "" " :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" +"在 :guilabel:`周期` 直欄中，選取所需的重複周期。如有需要，可在 :guilabel:`價格表` 直欄中，選擇適用的價格表。然後，在 " +":guilabel:`價格` 直欄中，輸入該重複周期的價格。" #: ../../content/applications/sales/subscriptions/products.rst:91 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." -msgstr "" +msgstr ":guilabel:`每日` 及 :guilabel:`每小時` 的周期 **不可** 用於經常性產品。" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." -msgstr "" +msgstr "Odoo 定期訂購中顯示的驗證錯誤彈出視窗。" #: ../../content/applications/sales/subscriptions/products.rst:98 msgid "" "There is *no limit* to how many lines can be added to the :guilabel:`Time-" "based pricing` table." -msgstr "" +msgstr "在 :guilabel:`以時間定價` 表格中，可新增的行數 *沒有上限* 。" #: ../../content/applications/sales/subscriptions/products.rst:101 msgid "" @@ -21972,6 +22641,7 @@ msgid "" "marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "" +"現有的產品可以轉換成訂閱制產品。只需將產品標記為 :guilabel:`經常性`，並在產品表單上配置 :guilabel:`以時間定價` 即可。" #: ../../content/applications/sales/subscriptions/products.rst:107 msgid "" @@ -21979,12 +22649,14 @@ msgid "" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" +":doc:`價格表 <../sales/products_prices/prices/pricing>` " +"可與訂閱產品一起使用，為價格表中包含的客戶提供特別定價。" #: ../../content/applications/sales/subscriptions/products.rst:110 msgid "" "This can be configured either in the :guilabel:`Time-based pricing` tab of " "the product form, or on the pricelist form in the *Sales* application." -msgstr "" +msgstr "這可以在產品表單的 :guilabel:`以時間定價` 分頁中配置，也可以在 *銷售* 應用程式中的價格表表單上配置。" #: ../../content/applications/sales/subscriptions/products.rst:113 msgid "" @@ -21992,44 +22664,48 @@ msgid "" ":guilabel:`Time-based pricing` tab of the product form, select a pricelist " "in the :guilabel:`Pricelist` column." msgstr "" +"若要在產品表單的 :guilabel:`以時間定價` 分頁中，為特定價格表建立經常性價格規則，你可在 :guilabel:`價格表` " +"直欄中，選取需要的價格表。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." -msgstr "" +msgstr "產品表單「以時間定價」分頁中的價格表。" #: ../../content/applications/sales/subscriptions/products.rst:120 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." -msgstr "" +msgstr "將價格表新增至 :guilabel:`以時間定價` 分頁時， *銷售* 應用程式中的價格表表單會自動更新。" #: ../../content/applications/sales/subscriptions/products.rst:123 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." -msgstr "" +msgstr "以時間定價的規則，亦可直接在價格表表單上設定。" #: ../../content/applications/sales/subscriptions/products.rst:125 msgid "" "To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." msgstr "" +"要執行此操作，請前往 :menuselection:`銷售應用程式 --> 產品 --> 價格表`，然後選擇一張價格表（或按一下 " +":guilabel:`新增` 建立新的價格表）。" #: ../../content/applications/sales/subscriptions/products.rst:129 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." -msgstr "" +msgstr "你亦可透過 Odoo *定期訂購* 應用程式，按照相同的選單步驟，存取所需的價格表。" #: ../../content/applications/sales/subscriptions/products.rst:132 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." -msgstr "" +msgstr "然後，在價格表表單的 :guilabel:`基於時間的規則` 分頁下，按一下 :guilabel:`加入資料行`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." -msgstr "" +msgstr "Odoo 銷售應用程式中，價格表表單上的「基於時間的規則」分頁。" #: ../../content/applications/sales/subscriptions/products.rst:139 msgid "" @@ -22038,17 +22714,19 @@ msgid "" " :guilabel:`Price` for that particular product and period. Add as many lines" " as needed." msgstr "" +"然後，在 :guilabel:`產品` 直欄中選擇一項訂閱產品，並在 :guilabel:`周期` 直欄中選擇重複周期。最後，為該特定產品及周期輸入一個" +" :guilabel:`價格`。你可根據需要，繼續加入更多資料行。" #: ../../content/applications/sales/subscriptions/products.rst:143 msgid "" "When :guilabel:`Time-based rules` are added to the pricelist form, the " ":guilabel:`Time-based pricing` tab of the product form is automatically " "updated." -msgstr "" +msgstr "當 :guilabel:`基於時間的規則` 新增至價格表表單時，產品表單的 :guilabel:`以時間定價` 分頁亦會自動更新。" #: ../../content/applications/sales/subscriptions/products.rst:147 msgid ":doc:`ecommerce`" -msgstr "" +msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" @@ -23300,7 +23978,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" -msgstr "" +msgstr "追加銷售訂購計劃" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" @@ -23310,6 +23988,7 @@ msgid "" "need. That's where the opportunity to upsell a subscription can come into " "play." msgstr "" +"定期訂購計劃是周期性的，會無限期持續下去。但隨着時間發展，客戶可能想修改訂購內容。考慮到這一點，系統必須有能力調整價格或改變產品數量，以滿足不同需求。這就引伸出訂購計劃追加銷售的機會。" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" @@ -23328,7 +24007,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" -msgstr "" +msgstr "*新客戶*" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" diff --git a/locale/zh_TW/LC_MESSAGES/services.po b/locale/zh_TW/LC_MESSAGES/services.po index eb99075b6..3e1369e1c 100644 --- a/locale/zh_TW/LC_MESSAGES/services.po +++ b/locale/zh_TW/LC_MESSAGES/services.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-05-31 09:59+0000\n" +"POT-Creation-Date: 2024-06-24 07:08+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -232,6 +232,90 @@ msgstr "" msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk" msgstr "" +#: ../../content/applications/services/field_service/planning_itinerary.rst:3 +msgid "Planning an itinerary" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:5 +msgid "" +"By default, **Odoo Field Service** shows a static map where all task " +"locations for the day are pinned. To make it more useful for the field " +"service workers, it is possible to display an itinerary on the map using " +"MapBox. To do so, enable the **Map Routes** feature as follows:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:9 +msgid "" +"Create or sign in to a MapBox account using the following link: " +"``_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:10 +msgid "" +"`Create a token `_." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:11 +msgid "" +"Go to the `Access tokens page on Mapbox `_ and copy your token." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:13 +msgid "" +"In Odoo, go to the :guilabel:`Settings` app and scroll down to the " +":guilabel:`Integrations` section. Paste your Mapbox access token in the " +":guilabel:`Token` field under :guilabel:`Map Routes`, and click " +":guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:18 +msgid "Displaying your itinerary on a map" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:21 +msgid "For a field service task to be featured on the map, it needs:" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:23 +msgid "a :guilabel:`Planned Date`;" +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:24 +msgid "a valid address linked to the customer’s profile." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:26 +msgid "" +"To display your tasks on a map, go to :menuselection:`Field Service --> My " +"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " +"tasks based on their :guilabel:`Planned Date` to show the way from one " +"location to the next." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:30 +msgid "" +"To open your itinerary on the Google Maps website or app, click " +":guilabel:`View in Google Maps`. Google Maps includes your current location " +"as a starting point for your itinerary." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:34 +msgid "" +"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" +" in the search bar to display all tasks. Your tasks are then sorted by date " +"in the left column." +msgstr "" + +#: ../../content/applications/services/field_service/planning_itinerary.rst:36 +msgid "" +"Click your task in the left column or the map pin to display the task's " +"details. From there, you can :guilabel:`Open` the task or click " +":guilabel:`Navigate to` to get an itinerary from your current location to " +"this specific task's location." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:7 msgid "Helpdesk" msgstr "技術支援" @@ -2633,7 +2717,7 @@ msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:59 msgid ":doc:`../../../general/companies/email_template`" -msgstr "" +msgstr ":doc:`../../../general/companies/email_template`" #: ../../content/applications/services/helpdesk/overview/ratings.rst:62 msgid "Publish ratings on the customer portal" @@ -2723,11 +2807,11 @@ msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:115 msgid ":doc:`../advanced/close_tickets`" -msgstr "" +msgstr ":doc:`../advanced/close_tickets`" #: ../../content/applications/services/helpdesk/overview/ratings.rst:116 msgid ":doc:`reports`" -msgstr "" +msgstr ":doc:`reports`" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3 msgid "Receiving tickets" diff --git a/locale/zh_TW/LC_MESSAGES/websites.po b/locale/zh_TW/LC_MESSAGES/websites.po index 82ac86559..cd9e1f27d 100644 --- a/locale/zh_TW/LC_MESSAGES/websites.po +++ b/locale/zh_TW/LC_MESSAGES/websites.po @@ -3875,32 +3875,34 @@ msgid "" ":menuselection:`Website --> Configuration --> Forum: Badges` and click " ":guilabel:`New` or select an existing badge." msgstr "" +"若要建立新獎章或修改預設獎章，請前往 :menuselection:`網站製作 --> 配置 --> 討論區：獎章`，然後按一下 " +":guilabel:`新增`，或選擇一個現有獎章。" #: ../../content/applications/websites/forum.rst:249 msgid "Enter the badge name and description, add an image, and configure it." -msgstr "" +msgstr "輸入獎章名稱及描述，然後新增圖片，並進行配置。" #: ../../content/applications/websites/forum.rst:252 msgid "Assign manually" -msgstr "" +msgstr "手動分配" #: ../../content/applications/websites/forum.rst:254 msgid "" "If the badge should be granted manually, select which users can grant them " "by selecting one of the following :guilabel:`Allowance to Grant` options:" -msgstr "" +msgstr "如果獎章需要手動授予，請選擇以下其中一項 :guilabel:`授予權限`，以決定哪些使用者可以授予獎章：" #: ../../content/applications/websites/forum.rst:257 msgid "" ":guilabel:`Everyone`: all non-portal users (since badges are granted from " "the backend)." -msgstr "" +msgstr ":guilabel:`所有人`：所有非門戶使用者（因為獎章是從後端授予的）。" #: ../../content/applications/websites/forum.rst:258 msgid "" ":guilabel:`A selected list of users`: users selected under " ":guilabel:`Authorized Users`." -msgstr "" +msgstr ":guilabel:`特定使用者名單`：只限在 :guilabel:`獲授權使用者` 下已選取的使用者授予。" #: ../../content/applications/websites/forum.rst:259 msgid ""